Thursday, November 2, 2023

Friday's News Links

[Yahoo/Bloomberg] Stocks Rise, Yields Sink as Jobs Fuel Fed Cut Bets: Markets Wrap

[CNBC] Treasury yields tumble after payrolls report misses expectations

[Yahoo/Bloomberg] Israel Latest: Blinken Meets Netanyahu as Gaza Clashes Continue

[AP] Hezbollah leader says his militia is not deterred by US warnings, with all options ‘on the table’

[CNBC] U.S. payrolls increased by 150,000 in October, less than expected

[Reuters] US job growth slows in October; unemployment rate rises to 3.9%

[Yahoo/Bloomberg] Yellen Defends Bond Portfolio Policy After Druckenmiller Rebuke

[Reuters] Stellantis to give big raises, invest billions in UAW deal

[Yahoo/Bloomberg] Apple’s Disappointing Outlook Spotlights Growing China Woes

[Reuters] WeWork's troubles darken outlook for embattled office market

[Reuters]  Sam Bankman-Fried convicted of multi-billion dollar FTX fraud

[Yahoo/Bloomberg] Why China Suffered a Liquidity Scare and Why It Could Come Again

[Reuters] China's services activity picks up slightly in Oct - Caixin PMI

[Reuters] Hamburg skyscraper construction halted in grim sign for German property sector

[Reuters] Russia's biggest drone strike in weeks hits critical Ukrainian infrastructure

[UPI] Study: State of democracy declines worldwide amid tainted elections, eroding freedoms

[WSJ] Hezbollah Chief to Break Silence on Israel-Hamas War

[WSJ] It’s U.S. vs. China in an Increasingly Divided World Economy

[FT] Bond yields signal the end of the new normal

Thursday Evening Links

[Yahoo/Bloomberg] S&P 500 Rises Almost 2%; Apple Down in Late Hours: Markets Wrap

[Yahoo/Bloomberg] Oil Rises With Broader Markets as Fed Hints Rate Hikes Are Done

[Reuters] Israel says it has encircled Gaza City; UN team talks of 'grave risk of genocide'

[Reuters] Hezbollah, Israel exchange fire as violence spikes at Lebanese border

[Reuters] Jordan to tell Blinken Israel must immediately stop war on Gaza -official statement

[Yahoo/Bloomberg] Wall Street Is on High Alert for Cracks in Treasury-Bill Demand

[Bloomberg] The US Housing Market Has Become an Impossible Mess

[Bloomberg] Credit Risk Gauge Drops Most Since August on Fed Decision

[Bloomberg] China’s Grip on Africa’s Minerals Sparks a US Response

[WSJ] Russia’s Wagner Group Plans to Send Air Defenses to Hezbollah, U.S. Says

[FT] What the end of Japan’s yield curve control experiment means for markets

[FT] Corporate bond trading enters the 20th century