Tuesday, July 4, 2023

Tuesday, July 4, 2023
Doug Noland Posted on July 4, 2023

[Yahoo/Bloomberg] Real Estate Leads European Stock Gains; Oil Rises: Markets Wrap

[Yahoo/Bloomberg] Oil Rallies After Saudi Arabia and Russia Curb Supplies

[CNBC] Canadian West Coast ports negotiation reaches impasse as port owners say ‘course change’ required

[Reuters] Beijing jabs in US-China tech fight with chip material export curbs

[Yahoo/Bloomberg] Xi’s Metal Curbs Risk Backfiring as G-7 Seeks China Alternative

[Reuters] What are Gallium and Germanium and which countries are producers?

[Yahoo/Bloomberg] China Banks Offer 25-Year Loans to LGFVs to Avert Credit Crunch

[Reuters] China state lenders lower dollar deposit rates for second time in a month – sources

[Yahoo/Bloomberg] China Forex Regulator’s Foreign Funds Seen Topping $1.5 Trillion

[Reuters] Central bank surprises see June become bumper 2023 rate hike month

[CNBC] Inflation blame game: UK economic woes set government and central bank on a collision course

[Reuters] Australia’s central bank holds rates, signals more hikes maybe required

[Yahoo/Bloomberg] JPMorgan Analyst Sounds a Warning About Britain’s Housing Market

[Reuters] Explainer: How Japan plans to release Fukushima water into the ocean

[Reuters] Breaking Views: El Nino will brew up potent new economic storm

[Reuters] Temperatures seen surging as El Nino weather pattern returns

[CNBC] Russia’s Medvedev cites risks of nuclear war; Moscow calls loss of Wagner forces ‘no threat’ to combat abilities

[Bloomberg] New Zealand House Prices Fall Further, Denting Rebound Optimism

[WSJ] Higher-for-Longer Rates Are a Debt Threat. Investors Don’t Want to Hear It Yet.

[WSJ] America’s Factory Building Boom

[WSJ] China’s Chip Industry Braces for Further Sanctions With Concerns and Defiance

[WSJ] U.S. Looks to Restrict China’s Access to Cloud Computing to Protect Advanced Technology

[FT] China’s curb on metal exports reverberates across chip sector

[FT] Why are interest rate rises not taming inflation?

[FT] Marine Le Pen seizes on French riots in push to outflank Emmanuel Macron

[FT] Toyota says solid-state battery breakthrough can halve cost and size


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