Thursday, March 30, 2023

Friday's News Links

[Yahoo/Bloomberg] Global Stocks Head for Quarterly Gain, Led by Tech: Markets Wrap

[Yahoo/Bloomberg] Oil Heads for Weekly Surge as Iraqi Supply Disruption Persists

[CNBC] Key Fed inflation gauge rose 0.3% in February, less than expected

[Yahoo/Bloomberg] Japan Tightens Chip Gear Exports as US Seeks to Contain China

[Reuters] Japan to restrict chipmaking equipment exports as it aligns with U.S. China curbs

[Reuters] Slower China manufacturing activity growth dents economic recovery prospects

[Yahoo/Bloomberg] China’s Recovery Strengthens as Spending, Construction Surge

[Yahoo/Bloomberg] Euro-Area Core Inflation Hits Record, Backing Case for ECB Hikes

[Yahoo/Bloomberg] BOJ Tweaks Bond Buying Plan as Yields Drop on Banking Concerns

[Yahoo/Bloomberg] Tokyo Inflation Slows Ahead of BOJ Leadership Change to Ueda

[Yahoo/Bloomberg] Russia Tightens Grain Trade Grip as Western Firms Pull Back

[Reuters] Global dealmaking sinks to lowest level in over a decade

[Reuters] UK house price slide accelerates in March: Nationwide

[Reuters] China rolls over $2 bln loan to Pakistan as it struggles with external liquidity

[Bloomberg] Flight to Money Funds Is Adding to the Strains on Small Banks

[Bloomberg] BofA Says Investors Poured $508 Billion Into Cash This Quarter

[Bloomberg] China Home Sales Continue to Rise in Latest Sign of Recovery

[WSJ] Wild Quarter for Markets Might Foretell Further Turbulence

[WSJ] U.S.-Russia Rift Complicates Case of Arrested Journal Reporter

[FT] Flood of cash into US money market funds could add to banking strains

[FT] Dealmaking at 10-year low in first quarter as bank crisis hits confidence

[FT] Bank capital: buffers suffer credibility deficit amid liquidity panics

[FT] Why are Americans dying so young?

[FT] China’s services activity expands at fastest rate in 12 years

Thursday Evening Links

[Yahoo/Bloomberg] US Stocks Extend Rally Buoyed by Technology Shares: Markets Wrap

[Yahoo/Bloomberg] Oil Rises to Two-Week High in Thin Trade Amid Supply Disruptions

[Yahoo/Bloomberg] Fed’s Emergency Loans to Banks Fall in Sign of Easing Turmoil

[Yahoo/Bloomberg] Fed Officials See More Work on Inflation Despite Bank Strains

[Reuters] Fed officials keep rate hike door open, say bank stress may weigh on outlook

[Reuters] Exclusive: Massachusetts regulator probes First Republic insiders' stock sales

[Reuters] Explainer: How a massive options trade by a JP Morgan fund can move markets

[Politico] Russia seeking munitions from North Korea, Kirby says

[FT] China envoy warns EU of ‘peril’ from following US on trade curbs

Thursday Afternoon Links

[Yahoo/Bloomberg] US Stocks Pare Gains as Financials Turn Lower: Markets Wrap 

[Reuters] Yellen says US bank rules may be too loose, need to be re-examined

[Reuters] Fed's Kashkari: Banking stress could last longer than many expect

[Yahoo/Bloomberg] Fed’s Collins Says Some More Tightening Needed, Banks Are Strong

[Reuters] Fed's Barkin: Bank deposit flows "stable," inflation still "hot"

[Yahoo/Bloomberg] McCarthy Says Republicans Finalizing Bill to Address Debt Limit, Spending

[Reuters] US House speaker says Republicans could act on their own on debt ceiling

[Reuters] Swiss authorities reveal costs of Credit Suisse lifeline

[Reuters] Exclusive: Germans shun deposits abroad on fear of new crisis

[Reuters] China's Big Five banks post healthy results, warn of shaky recovery

[Yahoo/Bloomberg] Ukraine Latest: Blinken Condemns Russia’s Detention of Reporter

[Reuters] Iraqi Kurdish oil stoppage halts $6 billion debt repayment to traders - sources

[WSJ] Wall Street Bonuses Fall by Most Since 2008

[FT] Tett: Prepare for a multipolar currency world

[FT] Von der Leyen’s ‘de-risking’ is a tougher stance on China

[FT] Foreign companies must tackle China’s three-headed Cerberus