Sunday, March 31, 2024

Monday's News Links

[Yahoo/Bloomberg] Stocks Rally With Gold on Rate Cut Hopes: Markets Wrap

[Yahoo/Bloomberg] Gold Jumps to Record as Favored Fed Inflation Gauge Stokes Rally

[Reuters] China shares jump, Japan tumbles with yen pinned near intervention zone

[Reuters] Oil stays near five-month highs as tighter supply looms

[Reuters] Morning Bid: Manufacturing kicks off jobs-packed week

[Reuters] Japan's finmin says 'speculative' moves impacting yen

[Yahoo/Bloomberg] BOJ’s Next Hike Likely in October at Earliest, Ex-Official Says

[Reuters] Weak Asian factories take shine off China's rebound

[Yahoo/Bloomberg] China Home Sales Drought Persists With Little Recovery Sign

[Reuters] China's new home prices rise at fastest pace in over 2-1/2 years, survey shows

[Yahoo/Bloomberg] Modi Says Growth Should Be Top Priority for India’s Central Bank

[WSJ] For Data-Guzzling AI Companies, the Internet Is Too Small

[WSJ] The Stock Market’s Magnificent Seven Is Now the Fab Four

[FT] Banks face $2tn of maturing US property debt over next 3 years

Sunday Evening Links

[Reuters] Asian Stocks Poised to Gain, Chinese PMI Expands: Markets Wrap

[CNBC] Stock futures rise as Wall Street readies for the start of the second quarter: Live updates

[Reuters] Turkey's resurgent opposition thumps Erdogan in pivotal local elections

[Bloomberg] BOJ’s Stash of Bonds Is Set to Shrink for First Time Since 2008

[FT] Companies rush to issue bonds to forestall market volatility ahead of US election

Sunday's News Links

[Reuters] Wall St Week Ahead Investors eye Fed rate cut, earnings as key to sustaining market rally

[Yahoo Finance] March jobs report kicks off new quarter: What to know this week

[Yahoo/Bloomberg] US Payrolls Seen Hitting at Least 200,000 for a Fourth Month

[The Hill] Rising global threats force ‘epoch-making’ shift in world order

[AP] China’s manufacturing activity expands in March after a 5-month lull

[Reuters] Lebanon's precarious sectarian balance tipping amid Hezbollah-Israeli war

[Reuters] Philippines boosts maritime security as China tension rises

[WSJ] U.S. Tech Giants Turn to Mexico to Make AI Gear, Spurning China

[FT] Huge AI funding leads to hype and ‘grifting’, warns DeepMind’s Demis Hassabis

[FT] Traders bet on supply squeeze pushing up copper prices

[FT] Russians back Vladimir Putin in blaming Ukraine for concert hall terror attack