Monday, December 2, 2024

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Take Breather After Latest Record: Markets Wrap

[Yahoo/Bloomberg] Gold Edges Up With US Data in Focus Before Fed December Meeting

[Yahoo/Bloomberg] Oil Rises With Focus on OPEC+ Supply Meeting and China Stimulus

[Yahoo/Bloomberg] Traders Defy China's Yuan Support, Sending Currency to One-Year Low

[Yahoo/Bloomberg] French Lawmakers to Vote Wednesday on Toppling Government

[Politico] Can France rely on the ECB if its bonds blow up?

[Yahoo/Bloomberg] Why the Euro Is Closing in on Parity With the US Dollar Again

[Yahoo/Bloomberg] China Targets Critical Metals in Tit-for-Tat Response to US

[Yahoo/Reuters] Central banks extend easing cycle in November as uncertain 2025 looms

[Yahoo/Bloomberg] BlackRock Buys Credit Firm HPS in $12 Billion All-Stock Deal

[Reuters] South Korea President Yoon declares martial law

[Yahoo/Bloomberg] Japan Needs Wake-Up Call on Debt, Government Advisor Warns

[Yahoo/Bloomberg] The Youth Are ‘Lifeless’: Economist’s Speech Goes Viral in China

[Yahoo/Bloomberg] Wall Street Short Sellers Throwing In the Towel, Citigroup Says

[Reuters] As sabotage allegations swirl, NATO struggles to secure the Baltic Sea

[Bloomberg] France's Crisis Is Finally About to Start

[Bloomberg] Revenge of the Trader Bros: Speculative Bets Boom in Trump’s America

[Bloomberg] Bitcoin Miner MARA Buys Texas Wind Farm as AI Crowds Out Crypto

[WSJ] China Hits Back at U.S. Chip Controls With Limits on Key Raw Materials

[WSJ] Construction Industry Braces for One-Two Punch: Tariffs and Deportations

[WSJ] China’s Flood of Cheap Goods Is Angering Its Allies, Too

[FT] China retaliates against latest US chip restrictions

[FT] Hedge funds profit from ‘Trump trades’ around US election


Monday Evening Links

[Yahoo/Bloomberg] Asian Stocks Eye Gains as Wall Street Awaits Data: Markets Wrap 

[Yahoo/Bloomberg] France Faces ‘Moment of Truth’ With Government on Brink of Collapse

[Yahoo/Bloomberg] Yen Carry Trade That Rattled Markets Shows Signs of a Comeback

[Yahoo/Bloomberg] Fed Officials Keep Options Open for December Rate Decision

[Yahoo/Reuters] Fed's Williams eyes further cuts as price pressures cool further

[Yahoo/Reuters] Fed's Waller says he is inclined to cut rates in December

[Yahoo/Bloomberg] BOJ Weighs Case for First Triple Hike Since Japan’s Bubble Burst

[Yahoo/Reuters] Banks behind troubled Brazil coffee traders could take $181 million hit

[CNBC] Art Cashin, New York Stock Exchange fixture for decades, dies at age 83

[WSJ] Hedge Fund Paloma Partners Offers IOUs to Fleeing Investors

[FT] Top Federal Reserve official warns progress on taming US inflation ‘may be stalling’

[FT] Dollar climbs after Donald Trump’s Brics tariff threat and French political woes

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Get Tech Boost at Start of Big Jobs Week: Markets Wrap

[Yahoo/Bloomberg] French Assets Under Pressure as Le Pen Backs No-Confidence Vote

[Yahoo/Bloomberg] Oil Steadies as OPEC Uncertainty Counters China’s Economic Gains

[Reuters] France updates: Le Pen says her party will vote to oust Barnier in no-confidence motion

[Yahoo/Bloomberg] What Happens If French Government Falls After Budget Showdown

[AP] Cyber Monday shoppers expected to set a record on the year’s biggest day for online shopping

[Yahoo Finance] Manufacturing activity jumps ahead of Trump's second term: ISM

[Yahoo/Reuters] Factbox-US targets China's chip industry with new restrictions

[Yahoo/Bloomberg] Citadel defies commodities slump to rack up $4 billion in gains

[Yahoo/Reuters] Big hedge funds score November gains with Trump election

[Yahoo/Bloomberg] Fed’s Bostic Keeping ‘Options Open’ for December Rate Decision

[Yahoo Finance] A record number of CEOs are heading for the exits — here's why

[AP] Hezbollah fires into Israel-held area after multiple Israeli strikes in Lebanon since truce began

[WSJ] Le Pen Squares Off With French Government and Markets in Budget Showdown

[FT] Michel Barnier faces no-confidence vote over budget measures

[FT] Nato chief warns Donald Trump of ‘dire threat’ to US if Ukraine pushed into bad peace deal

Monday's News Links

[Yahoo/Bloomberg] Dollar Up Amid French Budget Drama: Markets Wrap

[Yahoo/Reuters] Stocks rise, euro stems losses as French PM makes budget concession to save coalition

[Yahoo/Reuters] Oil rises on upbeat China data, shaky Israel-Lebanon ceasefire

[Yahoo/Bloomberg] Dollar Gains Amid French Budget Woes, Stocks Rise: Markets Wrap

[Yahoo/Bloomberg] Japan’s Yields Rise as Ueda’s Comments Bolster Hike Expectations

[Yahoo/Bloomberg] China’s 10-Year Yield Sinks to Record Low on Bets PBOC Will Ease

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodities This Week

[Yahoo/Reuters] US retailers aim to cash in on Cyber Monday with steep online discounts

[Yahoo/Bloomberg] Trump Weaponizing Dollar Seen as Needless BRICS Provocation

[Yahoo/Bloomberg] US Tightens Curbs on China’s Access to AI Memory and Chips Tools

[Yahoo/Bloomberg] French Far Right’s Threat to Topple Barnier Deepens Crisis

[Yahoo/Reuters] Euro zone Nov factory activity fell sharply; outlook gloomy, PMI shows

[Yahoo/Reuters] China's Nov factory activity growth hits 5-month high, Caixin PMI shows

[AP] Taiwan’s president visits East-West think tank as China criticizes his 2-day visit to Hawaii

[Bloomberg] Dudley: The Fed’s Next Big Policy Rethink Needs Rethinking

[Bloomberg] A Roadmap Through the Drama and Realities of Trump’s Trade War

[Bloomberg] Investment Banks Will Lose Billions of Dollars to Private Rivals

[NYT] Will Trump’s Dollar Diplomacy Roil Global Trade?

[WSJ] Le Pen Squares Off With French Government and Markets in Budget Showdown

[WSJ] In Response to Property Crisis, China Studies Fundamental Overhaul

[FT] The mother of all bubbles

[FT] Trump is playing high-stakes poker on tariffs

[FT] The risk of Mexico being shut out of North America is rising