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[Bloomberg] Asia Stocks Set to Follow U.S. Selloff; Bonds Gain: Markets Wrap [Bloomberg] U.S. Stocks Drop Most in 2017, Treasuries Advance: Markets Wrap [Reuters] Dollar loses more ground; yen up on safe-haven demand [Bloomberg] Pillar of Trump Rally Fractures as Banks Sink Most Since Brexit [Reuters] Markets fret as Trump agenda shows signs of cracks […]
[Bloomberg] Oil Weighs on Europe Stocks as Dollar Pares Drop: Markets Wrap [Bloomberg] Dollar Hits Fresh Four-Month Low as Traders Follow Recent Trends [Reuters] UK PM May to trigger Brexit on March 29: spokesman [Bloomberg] Yellen’s Shadow Looms Large Over China Central Bank Policy [Bloomberg] Yellen Surprises Hedge Funds Who Cut Gold Wagers Before Rally […]
[Reuters] Markets welcome G20’s FX stance, wary on trade split [CNBC] How a possible Yellen departure could spark a fire under the Fed to cut its $4.5 trillion balance sheet [Reuters] Head of China’s industry ministry says country right to limit market access [WSJ] Treasury’s Mnuchin Fends Off Push to Reject Protectionism [FT] Record-breaking 2017 […]
[NYT] Shadow Lending Threatens China’s Economy, Officials Warn [Reuters] Former U.S. officials say ‘complex’ relationship with China needs ‘fresh start’ [Bloomberg] China Pushes Back on U.S. Talk of ‘All Options’ Over North Korea [Washington Post] Common bonds aside, Trump and Merkel show little rapport [Wall Street Journal] Gap Between Fed-Funds, Overnight Treasury Repo Rates Holds
March 16 – Financial Times (Robin Wigglesworth, Joe Rennison and Nicole Bullock): “When Romeo impatiently hankered after Juliet, the sage friar Lawrence dispensed some valuable advice: ‘Wisely and slow; they stumble that run fast.’ It is a dictum the Federal Reserve clearly intends to live by, despite the improving economic outlook. There have been rising […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “On today’s show we look at when to double down on the market, and when to quietly wait on the sidelines.” – Kevin Orrick “What isn’t already locked into the greater fool theory of investing, where you paid a high price, and you expect someone […]
[Bloomberg] Emerging Stocks Climb Even as Global Rally Eases: Markets Wrap [Bloomberg] Manufacturing Production in U.S. Rises for Sixth Straight Month [Bloomberg] Mnuchin May Soften Brazen U.S. Trade Talk in His G-20 Debut [Bloomberg] Job Surge Fuels Bidding Wars for Record-Low Supply of U.S. Homes [Bloomberg] ‘Anonymous’ Joins Hacker Army Targeting Central Banks for Cash […]
[Bloomberg] Dovish Fed, Dutch Vote Spur Stocks as Oil Advances: Markets Wrap [Bloomberg] French, Italian Bonds Boosted by Dutch Defeat for Populists [Bloomberg] Housing Starts in U.S. Climbed to Four-Month High in February [Bloomberg] BOJ Stays the Course With Policy Unchanged After U.S. Rate Hike [Reuters] Relief in EU capitals as Dutch PM sees off […]
