Monday, December 4, 2023

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Slip as Doubt Swirls Over Soft-Landing Bets: Markets Wrap

[Yahoo/Bloomberg] Repo-Market Spikes Conjure Memories of September 2019 US Funding Turmoil

[Yahoo/Bloomberg] China Stock Slump Deepens as Traders Fret Over Economy’s Health

[Yahoo/Bloomberg] El-Erian Says Fed Risks Losing Control of Messaging on US Rates

[Reuters] Life insurers binge on US financing aimed at helping housing

[Reuters] Mathematics, reading skills in unprecedented decline in teenagers

[Reuters] Moody's cuts China credit outlook, citing lower growth, property risks

[Reuters] China's Nov services activity accelerates on boost from new orders - Caixin PMI

[Yahoo/Bloomberg] Emerging Market Stocks Leave China Lagging the Most in 25 Years

[Yahoo/Bloomberg] Tokyo Inflation Slows, Supporting BOJ’s View on Cooling Prices

[Reuters] Australia's central bank holds rates steady until at least February

[Reuters] Fall in euro zone business activity adds to recession expectations

[Yahoo/Bloomberg] Schnabel ECB Rate U-Turn Prompts Market Bets on Earlier Cut

[Reuters] Exclusive: ECB hawk Schnabel takes rate hike off table after 'remarkable' inflation drop

[Reuters] Stock-hungry volatility funds, ‘gamma-heavy' options dealers could buoy US equities

[WSJ] How Long Can the ‘Magnificent Seven’ Stocks Hold the Line?

[WSJ] China’s Colossal Hidden-Debt Problem Is Coming to a Head

[FT] More US holiday shoppers turn to ‘buy now, pay later’ loans

[FT] Moody’s cuts China’s credit outlook to negative

[FT] Vladimir Putin to visit UAE and Saudi Arabia this week

Monday Evening Links

[Reuters] Wall Street ends down as megacaps give back gains

[Yahoo Finance] Homebuyers are 'losing patience,' no longer on the sidelines: survey

[Yahoo/Bloomberg] Panama Canal Jam Sends Ships Sailing Continents Out of Way

[Reuters] Hungary's Orban demands EU skip decision on Ukraine membership talks

Monday Afternoon Links

[Yahoo/Bloomberg] Wall Street’s Furious Bull Run Gets Reality Check: Markets Wrap

[Reuters] Wall St rally loses steam as data-heavy week looms, yields rise

[Yahoo/Bloomberg] Slowest Housing Market in Years Is Weighing on Consumer Spending

[Yahoo/Bloomberg] JPMorgan Says Stocks Are Imperiled as a Slowdown Is Set to Hit Earnings

[Reuters] Tech firms, Wall Street lead job cuts in Corporate America

[Reuters] US factory orders fall 3.6% in October

[WSJ] For Labor Unions, 2023 Was the Year of the Strike—and Big Victories

[FT] Sorry, how many rate cuts did you say are priced for next year?

[FT] China’s accelerating rise in consumer defaults