TOP MARKETS NEWS: Week 03/18 – 03/24

Weekned 03/23 & 03/24

Top US trade official Robert Lighthizer and Treasury Secretary Steven Mnuchin to travel to China for high-level trade talks – scmp
Week ahead: Market of Hope and Glory – nordea



Friday 03/22

Stocks Fall as Bond Market Flashes a Recession Warning – nyt
Doubts increase that first quarter will be earnings low point – Reuters

US Budget Deficit Hits A Record $234 Billion As Interest On Debt Soars – Zerohedge
What the Yield Curve Inversion Really Means, According to the Professor Who Discovered It – barrons
Yield Curve Inverts For The First Time Since 2007: Recession Countdown Begins – Zerohedge
US Manufacturing PMI Plunges To 21-Month Lows, Services Slump – Zerohedge
German Manufacturing Craters, Sending Bund Yields Negative – Zerohedge 



Thursday 03/21

Business Live – guardian

Warren Buffett Hates It. AOC Is for It. A Beginner’s Guide to Modern Monetary Theory – Bloomberg
The Fed has surrendered, and here’s what comes next – saxo
UK interest rates on hold amid Brexit impasse – bbc
Tencent warns of slower game launches after posting biggest ever profit drop – Reuters



Wednesday 03/20

Business Live – guardian
Bayer leads Europe markets down after U.S. court finds cancer link – Marketwatch

“Fed Returns To The Punchbowl”: The Biggest Surprises In Today’s Fed Decision – Zerohedge
Neutral Rates, Neutral Balance Sheet – pimco
When the U.S. falls into a recession, a credit bubble will explode – Marketwatch
South Korean Chip Exports Collapse 25% – Worst Since 2009 – Zerohedge
Powell ‘Throws In The Towel’ On Growth & Inflation, Sees No More Rate-Hikes In 2019 – Zerohedge
US and China plan high level trade talks amid fears tariff war could wipe $1 trillion off economy – businessinsider
BMW delivers 2019 profit warning and plan to cut costs by 12 bln euros – Reuters
UBS Says First Quarter Was ‘One of the Worst’ in Recent History – Bloomberg
Japan government downgrades economy view as U.S.-China trade war bites – Reuters




Tuesday 03/19

Business Live – guardian

FedEx just warned the whole globe is slowing – cnbc
Stocks, Yuan Tumble On US-China Trade Headlines, Then Rebound On More Trade Headlines – Zerohedge
Core US Factory Orders Tumble For 3rd Straight Month – Zerohedge
Market Cycles Signal Imminent “Collision Between Reality & Widespread Fantasy” – Zerohedge
Palladium Panic-Bid To Record Highs As Putin Corners Market – Zerohedge




Monday 03/18

Global stock markets gain as investors predict cautious Federal Reserve – business live – guardian

Cboe to stop listing bitcoin futures as interest in crypto trading cools – cnbc
Deutsche, Commerzbank merger would put 30,000 jobs at risk: union – Reuters

Boeing shares fall again after probe report into FAA approval of 737 MAX – Reuters

Shares in Deutsche Bank, Commerzbank up after merger talks confirmed – Reuters
It’s Another Very Busy Week: Here Are The Main Highlights – Zerohedge
Stocks rise in Hong Kong, China as Shanghai tech board’s kick-off signals further liberalisation in the Chinese capital market – scmp
‘Gray rhino’ risks in China’s financial sector rising: central bank official – Reuters
Buyback Blackout Period Begins Just As Bears Capitulate – Zerohedge
Nikkei driven up by chip-related stocks but weak export data caps gains – Reuters
A Roundup of China’s Financial News for the Week Ending March 15 – yicai
China Added USD3.1 Billion to US Treasury Holdings in January – yicai
FX weekly: The Devil’s Advocate – nordea
What to expect next from the markets – Vanguard