Thursday, November 30, 2023

Friday's News Links

[Yahoo/Bloomberg] Stocks Edge Lower, Dollar Steady Before Powell: Markets Wrap

[Reuters] Oil prices stabilise after slump on underwhelming OPEC+ cuts

[Reuters] Scores reported killed in Gaza after Israel-Hamas truce collapses

[Reuters] Morning Bid: Powell's final shot to shape markets before December Fed meeting

[Reuters] Did pandemic central banking work? Fed review to eye inflation, jobs tradeoffs

[Yahoo/Bloomberg] Fed’s Barr Wants Banks Using Discount Window for Liquidity Needs

[Yahoo/Bloomberg] Fears of a New World War Prey on Hedge Fund Titans and Policymakers Alike

[Yahoo/Bloomberg] Evergrande Creditors Demand Controlling Stakes in New Proposal

[Reuters] Asia factory activity weakens, uncertainty on China clouds outlook

[Yahoo/Bloomberg] BOJ’s Paper Loss on Bond Holdings Balloons to Record

[Yahoo/Bloomberg] Short Sellers See $80 Billion Hit as November Rally Upends Bets

[Politico] Ukraine blows up main railway connection between Russia and China

[Bloomberg] Americans Are Finally Turning Frugal After Splurging Over Summer

[WSJ] Fed’s Interest Rate Hikes Are Probably Over, but Officials Are Reluctant to Say So

[WSJ] The Big Risk Causing Investors to Shun China

[FT] Restructure or liquidate? Deadline looms for China’s Evergrande

[FT] Two executives of groups linked to troubled Chinese shadow bank go missing

Thursday Evening Links

[Yahoo/Bloomberg] Asia Stocks Mixed Amid Bumper Month on Wall Street: Markets Wrap 

[Yahoo/Bloomberg] S&P 500 Has One of Best November Gains in Century: Markets Wrap

[Yahoo/Bloomberg] Oil's Wild Ride Is Driven by a Disruptive Band of Bot Traders

[Yahoo/Bloomberg] Emerging-Market Assets Have Best Monthly Rally Since January ‘23

[Reuters] Fed officials feel rate hikes likely done, but too soon to know

[Yahoo/Bloomberg] Fed Officials Shift Tone But Remain Wary of Markets’ Aggressive Rate Cut Bets

[Yahoo/Bloomberg] Foreigners Sell China Stocks For Fourth Month in Record Streak

Thursday Afternoon Links

[Reuters] Dow touches 2023 peak as investors eye end of robust November

[Yahoo/Bloomberg] S&P 500’s $3 Trillion November Surge Hits a Wall: Markets Wrap

[Reuters] US consumer spending cools; labor market gradually slowing

[Yahoo/Bloomberg] Pending home sales drop to lowest level in over 20 years

[Yahoo/Bloomberg] Fed’s Williams Expects Policy to Stay Restrictive for Some Time

[Yahoo/Bloomberg] Fed’s Daly Says Rates in ‘Very Good Place,’ Not Considering Cuts

[Yahoo/Bloomberg] US Election Risk Is Starting to Build in Global Currency Markets

[Yahoo/Bloomberg] Vanguard’s Biggest Bond ETF Becomes First to Break $100 Billion