TOP MARKETS NEWS: Week 03/04 – 03/10

Friday 03/08

Global growth worries mount as Chinese exports plunge – business live – guardian

The Fed and ECB Confront a New Normal That Looks a Lot Like Japan’s – Bloomberg
Norway’s $1 trillion state pension fund is dumping all its oil and gas stocks – cnn
German Manufacturing Orders Slump in Sign of Deepening Gloom – Bloomberg
Shanghai stocks plummet more than 4%: ‘China’s trade recession has started to emerge’ – cnbc
China’s GDP Growth Pace Was Inflated for Nine Years, Study Finds – Bloomberg
Chinese exports slump as slowdown deepens – Marketwatch
Japan’s economy grew faster than estimated in Q4 – Marketwatch



Thursday 03/07

ECB poised to give latest health check on eurozone economy – business live – guardian

Chinese Officials Becoming Wary of a Quick Trade Deal – nyt
“This Is Bad” – European Banks Tumble As ECB Unveils Massive Easing: Here’s Why It’s Not Working – Zerohedge
Euro, Bund Yields Tumble As Draghi Admits “Substantial” Downward Revision To EU Growth, Inflation Outlook – Zerohedge

ECB Announces New TLTRO, Changes Rate Guidance – Zerohedge

Australia trade surplus surges in January – Marketwatch



Wednesday 03/06

OECD slashes global growth forecasts as trade wars and Brexit bite – business live – guardian
Schwab Market Update: Persistent Global Growth Worries Sap Sentiment – Schwab

One Bank Spots The Biggest Market Divergence In 70 Years – Zerohedge
Trump said to have concluded his path to a second term runs through the stock market – Marketwatch
Will the ECB Crush the Euro? – bk
Beige Book Signals “Slow” Growth Downgrade As Tariff Turmoil Wanes – Zerohedge
Goldman: This Was The Sharpest Rally Since The Financial Crisis… It’s Now Over – Zerohedge
US Trade Deficit Soars To $621BN, Highest Since 2008 As Goods Deficit Hits Record – Zerohedge
ADP Employment Gains Slow Dramatically As Small Business Cut Most Jobs SInce 2013 – Zerohedge
OECD cuts forecasts, warning that Trump’s trade war, China’s slowdown, and a fragile Europe are threatening to ‘derail’ the world economy – businessinsider
EUR Stumbles After Report ECB Poised To Launch TLTRO – Zerohedge
ECB Preview: Here Comes TLTRO?  – Zerohedge
PATH OF LEAST REGRET: Macquarie says it’s time for the RBA to cut rates – businessinsider

Australian economic growth slows, enters per capita recession – businessinsider
China stocks rally to a 9-month high after Beijing promises trade secret protection for foreign companies – businessinsider
China to further promote consumption upgrading: official – yicai

China says it will ensure foreign companies’ tech secrets are protected – Marketwatch

 Australia’s economy slowed sharply last year – Marketwatch



Tuesday 03/05

China unveils tax cuts after slashing growth target – business live – guardian

General Electric drops sharply after CEO says it will keep burning cash – businessinsider
BIS Warns Of Market Crash Risk, Looming Firesales Once BBB Downgrade Avalanche Begins – Zerohedge

10 Years After The “Devil’s Low” – Zerohedge
Economists warn that China’s growth could plummet to 2 percent in the next decade – cnbc
Return Of The Debt Limit And Sequestration: What Happens Next – Zerohedge
US Services Economy Surges In Feb As Manufacturing Slumps – Zerohedge
United States and China inch towards limited trade deal – Reuters
Loosening up – Emerging central banks switch into easing mode – Reuters
Tesla’s stock sinks after Barclays slashes target to lowest on the Street – Marketwatch

US Business activity growth accelerates to sevenmonth high in February – markit

Markit Eurozone Composite PMI – Eurozone records modest improvement in growth – markit
Delaying Brexit: What does it mean for the economy and markets? – ing
How a likely trade war resolution and the MSCI China weighting boost point to a rise in the yuan – scmp
The 2 trillion yuan question: will China’s stimulus measures be enough to boost the economy? – scmp
Our March guide to global central banks – ing
German Business activity growth recovers to fivemonth high in February – markit
BNP says that China’s fiscal plan may not be enough to boost growth – forexlive
Goldman Sachs preaches caution on commodities: ‘They are no longer significantly undervalued’ – cnbc
China economy: Beijing unveils $298bn tax cuts to boost growth – Reuters
China sets 2019 GDP growth target at 6% to 6.5% – Marketwatch

China’s Caixin Services PMI falls to a 4-month low – Marketwatch



Monday 03/04

Markets rally as US and China ‘close in’ on trade deal – business live – guardian

Morgan Stanley: “This Is A Bear Market Rally, And We Are Now Selling It” – Zerohedge
US Construction Spending Growth Tumbles To 8 Year Lows – Zerohedge
What we know so far about a US-China trade deal – forexlive
Key Events This Busy Week: China, Draghi, Payrolls And Mueller – Zerohedge
China’s ‘two sessions’: an economic watershed or just more of the same? – scmp

South Korea Manufacturing PMI: Headline PMI dips to lowest since June 2015 – markit

China stocks keep on climbing, breaking through resistance level of 3,000 for first time since June – scmp
5 things traders are watching for as China’s power elite gathers at the ‘two sessions’ – scmp
Asian markets gain on reports that U.S.-China trade agreement is imminent – Marketwatch
FX weekly: Chinese reflation – nordea