Sunday, October 22, 2023

Monday's News Links

[Yahoo/Bloomberg] Global Stocks Slump as Treasury Yield Hits 5%: Markets Wrap

[Yahoo/Bloomberg] Ten-Year Treasury Yield Tops 5% for First Time Since 2007, Keeping Traders Wary

[Yahoo/Bloomberg] Oil Declines as Israel Delays Gaza Invasion Amid Hostage Talks

[Yahoo/Bloomberg] China’s Nasdaq-Style Index Falls to Record Low on Growth Concern

[Reuters] Frail yen grazes 150 again as anxiety mounts over Middle East

[Yahoo/Bloomberg] ‘World’s Safest Asset’ Proves Anything But Amid Wild Treasuries

[Reuters] Morning Bid: Markets juggle 5% yields and 150 yen

[Yahoo/Bloomberg] When Japan Ends Negative Rate Policy, Treasuries Will Suffer

[Reuters] Israeli soldiers skirmish with Hamas fighters on the ground 

[CNN Live Updates] Israel-Hamas war rages as Gaza deaths mount

[Yahoo/Bloomberg] China Rattles Foreign Firms Again With Arrests, Foxconn Probe

[Reuters] Taiwan's Foxconn faces China tax probe, seen as politically motivated -sources

[Reuters] Mood swing: Global producers in US hunt for China alternatives

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodity Markets This Week

[Yahoo/Bloomberg] ECB’s €5 Trillion Problem Forces a Rethink of How Policy Is Run

[Reuters] Estonia asks China for cooperation over severed Baltic Sea telecom cables

[AP] US renews warning it will defend Philippines after incidents with Chinese vessels in South China Sea

[Bloomberg] Chinese Yuan Pressured by Biggest Capital Exodus Since 2016

[Bloomberg] Authers: Housing Prices Are High — and Potentially Illusory

[WSJ] There’s Never Been a Worse Time to Buy Instead of Rent

[WSJ] Investor Doubts About China Worsen Its Stock Rout

[FT] US 10-year Treasury yield above 5% for first time since 2007

[FT] A big problem looming for bond markets

[FT] How China’s property crisis has unfolded, from Evergrande to Country Garden

[FT] The return of the rice crisis

Sunday Evening Links

[CNBC] Stock futures edge higher on Sunday night as Wall Street awaits big tech earnings: Live updates

[Yahoo/Bloomberg] Asia Stocks Set For Losses as US Volatility Rises: Markets Wrap

[Yahoo/Bloomberg] Oil Steadies as Israel Delays Gaza Invasion Amid Hostage Talks

[Reuters] Israel strikes Gaza, Lebanon overnight; Netanyahu convenes generals

[Reuters] Israel strikes two Hezbollah cells in Lebanon, military says

[Yahoo/Bloomberg] Money Managers With $100 Trillion Confront End of the Bull Market

[WSJ] Another Black Monday May Be Around the Corner

[FT] American troops at risk across Middle East amid rising tensions, US warns

Sunday's News Links

[Reuters] US dispatches Mideast military assets, Israel pounds Gaza, targets in Syria, Lebanon

[Reuters] Israel expands evacuations as Lebanon border clashes escalate

[Reuters] New Israeli warning to Gaza residents as aid trickles in

[CNN Live Updates] Israel-Hamas war rages as US deploys additional missile defenses to Middle East

[Yahoo/Bloomberg] Wild Treasuries Swings Just Starting as Bond Traders ‘Buckle Up’

[Yahoo/Bloomberg] Central Banks Search for Lessons From the Great Inflation Outbreak

[Yahoo/Bloomberg] BOJ May Review Yield-Curve Control Policy as Rates Rise: Nikkei

[Yahoo/Bloomberg] Asset Managers Are Updating Bond Models to Capture a New Risk

[Reuters] Crisis-hit Argentina votes, with radical front-runner in spotlight

[Bloomberg] Israel Says Hezbollah Dragging Lebanon Toward War as Towns Empty

[NYT] Why Olive Oil Is So Expensive Right Now

[WSJ] America’s Downtowns Are Empty. Fixing Them Will Be Expensive.

[FT] US sends more air defences to Middle East as Israel warns Lebanon on Hizbollah

[FT] Ten years of China’s Belt and Road: what has $1tn achieved?

[FT] Investors demand highest premium in years to hold risky European debt