Sunday, November 5, 2023

Monday's News Links

[Yahoo/Bloomberg] Stocks Hold Gains After Big Rally on Fed Rates: Markets Wrap

[Yahoo/Bloomberg] Oil Advances After Saudi Arabia and Russia Reaffirm Supply Cuts

[AP] Israeli forces cut off north Gaza as Palestinian death toll passes 10,000 in 4 weeks of war

[Reuters] Shutdown deadline poses test for US Congress: Is compromise possible?

[Yahoo/Bloomberg] Worst Sales Beats in Years Show Weakening US Consumer Trends

[Yahoo/Bloomberg] Big Tech’s Growth Status in Doubt With Weaker Sales Outlooks

[Yahoo/Bloomberg] Private Credit Giants Are Butting Heads Over a Hot New Asset Class

[Reuters] Bank of Japan members saw no need for new yield control tweaks, September minutes show

[Yahoo/Bloomberg] BOJ’s Ueda signals low chance of ending negative rate in 2023

[Yahoo/Bloomberg] China’s Control of Daily Yuan Level at Degree Last Seen in 2010

[Reuters] Exclusive: China's clashing priorities behind rare money market distress

[Reuters] China's first deficit in foreign investment signals West's 'de-risking' pressure

[Reuters] Euro zone recession fears harden

[Yahooo/Bloomberg] Hedge Funds Catapulted Treasury Shorts to Record at Wrong Time

[Reuters] Hedge funds pile into US stock rally at fastest pace in 2 years - Goldman Sachs

[NYT] More Semiconductors, Less Housing: China’s New Economic Plan

[WSJ] The Big Problem With Government Debt Isn’t What You Think

[WSJ] Foreign Firms Pull Billions in Earnings Out of China

[WWJ] China Tries to Lure Its Unemployed Youth to the Countryside

[CNBC] Why San Francisco’s robotaxi rollout has been such a mess

[FT] Oversupply of US debt leaves few takers for Treasuries

[FT] Can corporate America cope with its $3tn debt pile?

[FT] Money market funds spring a leak after year of record inflows

[FT] Israel-Hamas conflict pushing gold price to highs, says Newmont boss

[FT] Ken Griffin warns against hedge fund clampdown

[FT] El-Erian: The big central banks need to use their time outs wisely

Sunday Evening Links

[CNBC] Stock futures are little changed after the S&P 500′s best week of 2023: Live updates

[Yahoo/Bloomberg] Asia Stocks Jump on Bullish Tailwind from US Rally: Markets Wrap 

[Reuters] Asia shares rise as markets look for early rate cuts

[Reuters] Israel rebuffs calls for ceasefire; Lebanon strike angers Hezbollah

[Yahoo/Bloomberg] Israel Latest: Military Intensifies Assault, Isolating Gaza City

[Reuters] Saudi Arabia, Russia to continue additional voluntary oil cuts

[Yahoo/Bloomberg] The Price of Money Is Going Up, and It’s Not Only Because of the Fed

[Reuters] Morning Bid: Risk on Monday, China 'data dump' looms

Sunday's News Links

[Reuters] Arab world, US split on Gaza ceasefire as Israeli offensive presses on

[AP] Warplanes strike Gaza refugee camp as Israel rejects US push for a pause in fighting

[Yahoo/Bloomberg] Bond Traders on Collision Course With Higher-for-Longer Mantra

[Yahoo/Bloomberg] Griffin Says SEC Should Focus on Banks’ Basis Trade Risk: FT

[Reuters] China to accelerate issuance of government bonds, finance minister says

[Yahoo/Bloomberg] China’s Fight Against Deflation May Be Far From Over

[Reuters] Russian nuclear submarine test launches Bulava intercontinental missile

[Bloomberg] Saudi, Russia Stick to Planned Oil Cuts Amid Mideast Tension

[WSJ] Add Global Conflict to the Forces Keeping Interest Rates High

[FT] Citadel’s Ken Griffin warns against hedge fund clampdown to curb basis trade risk

[FT] US asset managers launch new round of job cuts as investors seek safety