TOP MARKETS NEWS: Week 04/08 – 04/14

Weekend 04/13 & 04/14

In Europe, China’s economic cold war with the West is over before it’s begun – scmp
Thomas Jordan: We can go even deeper – handelszeitung
Would a political Fed rescue the world? – Reuters
Week ahead: Why Asia may save the ECB from complete misery – nordea
Will Uber’s IPO really boost San Francisco house prices? – Marketwatch



Friday 04/12

China’s trade with US slumps as tariff war hits demand – business live – guardian
Stocks Blog: Hold on tight, traders. It’s a jumpy day – SCMP

EU Readys List Of $12BN In Retaliatory Tariffs On US Ketchup, Orange Juice, Tobacco – Zerohedge
China’s Debt Bomb Is Back: Beijing Injects Most Ever Credit For Month Of March – Zerohedge
Wells Just Reported The Worst Mortgage Number Since The Financial Crisis – Zerohedge
JPMorgan profit tops estimates on higher interest income – Reuters

Chevron to buy Anadarko Petroleum for $33 billion – Reuters
Auto tariff war would hurt more than U.S.-China fight – IMF chief economist – Reuters
Trump’s trade war is expanding to Japan, and a deal with the world’s third largest economy won’t be easy – businessinsider
Oil rises as supply constraints outweigh China slowdown fears – Reuters
China’s 2019 growth seen slowing to 6.2 percent despite policy support: Reuters poll – Reuters
EU And China Sign A Mandate For Trade Heaven – Zerohedge
Euro lifted to 2-1/2-week high by speculative flows linked to cross-border deal – Reuters
China’s exports recover in March, but imports crash again, as trade war deal nears – SCMP



Thursday 04/11

Growth fears and trade tensions weigh on markets after IMF warning – business live – guardian
Stocks Blog: Bears in control of mainland, Hong Kong markets – SCMP

Banks Bruised As ECB Strawmans “Less Generous” Negative Rate TLTROs – Zerohedge
Producer Price Inflation Prints Much Hotter Than Expected As Energy Costs Soar – Zerohedge
Initial Jobless Claims Plunge To Lowest In 50 Years – Zerohedge
LVMH shares touch record highs after luxury group’s solid first-quarter sales – Reuters




Wednesday 04/10

Business Live – guardian
Stocks blog: Shanghai shakes off the blues, ends higher – SCMP

FOMC Minutes Show “Patient” Majority Expect Rates On Hold, Some Hint At More Rate Hikes – Zerohedge
Euro Tumbles After Draghi Issues ‘Whatever It Takes’ 2.0 Statement – Zerohedge
US Consumer Prices Rebound In March But Real Wage Growth Slumps – Zerohedge
EU to grant May a Brexit delay, with conditions – Reuters
High Debt Hampers Countries’ Response to a Fast-Changing Global Economy – imf
Gold & Basel 3: A Revolution That Once Again No One Noticed – Zerohedge
Turkish State Banks Get Biggest Handout Since 2001 Crisis – Bloomberg
France: Activity set to rebound in 1Q – ing
Chinese Car Sales Thrashed In March As Unprecedented Collapse Slump Continues – Zerohedge
Asia stocks pull back amid trade, global growth worries – Marketwatch




Tuesday 04/09

Trump plans $11bn tariffs aimed at EU’s aircraft, cheese and wine – business live – guardian
Stocks Blog: Hong Kong bulls holding on but Shanghai back to sinking thinking – scmp

Bank of America Will Lift Minimum Wage to $20, as Lawmakers Spotlight Inequality – nyt
San Francisco has rising competition when it comes to big fintech startups – cnbc
IMF Slashes World Growth Outlook To Weakest In A Decade – Zerohedge
Growth Slowdown, Precarious Recovery – imf
8.5x Oversubscribed: Aramco’s Bond Offering Greeted With Record $85 Billion In Orders – Zerohedge
Could the ECB Help the Euro? – bk
Foreign investors are piling back into emerging markets in Asia, especially India – businessinsider

The charts that prove Australia’s house price downturn really is BIG (and why some are concerned about what it may mean for the economy) – businessinsider

SocGen says restructuring plans could affect 1,600 jobs – breakingthenews
The world’s worst-performing currency could slip into ‘crisis’ mode later this year – cnbc
China says it wants to eliminate bitcoin mining – Reuters

Asia shares edge up to eight-month peak, oil settles – Reuters



Monday 04/08

Business Live – guardian
Stocks blog: Mainland stocks tumble while Hong Kong shares cling to early gains – scmp

Morgan Stanley: Wall Street is wrong, there will be an earnings recession this year – cnbc
Demand for Aramco’s debut bonds at over $50 billion: sources – Reuters

Credit Suisse Downgrades Chip Stocks as Risks Grow – barrons

Morgan Stanley: “The Moment Of Truth For Stocks Is Here” – Zerohedge
JPMorgan: The Business Cycle No Longer Exists As Central Bank Have Taken Over – Zerohedge
US Factory Orders Slumped In February As Stocks Soared – Zerohedge
Whatever it takes, Part 2?: Five questions for the ECB – Reuters
Key Events This Busy Week: Brace For “Super Wednesday” – Zerohedge
The price of Brexit has been £66 billion so far, plus an impending recession — and it hasn’t even started yet – businessinsider
More Boeing Backlash: China Suspends $6 Billion Order For 100 737s – Zerohedge

Weak trade data casts doubt on Germany’s economic strength – Reuters
Asia shares off 7-month peak, mood turns cautious – Reuters
Top Bond Strategist At World’s Largest Asset Manager Says ECB Should Buy Stocks Next – Zerohedge
Morgan Stanley: “FOMO Mania – Investors Are Now More Focused On What Others Are Doing Than On Fundamentals” – Zerohedge