TOP MARKETS NEWS: Week 09/09 – 09/15

Weekend 09/14 & 09/15

Saudi, Gulf stocks fall after attacks on Aramco oil plants – Reuters
Goldman Goes “Lehman Weekend” On Oil: Expects Chaos When Trading Reopens – Zerohedge
How Much Will Oil Surge When Trading Reopens – Zerohedge
FX weekly: Welcome to the birthday party – nordea



Friday 09/13

ECB faces backlash over stimulus package – business live – guardian
Wharf, Sun Hung Kai fall as Hong Kong protests continue to pound property shares – scmp

There’s a German word for negative rates – ftalphaville
‘Count Draghila is sucking our accounts dry’, says German daily Bild – Reuters

Sterling soars to 7-week high on optimism of a Brexit breakthrough – cnbc

France urges EU rules on cryptocurrencies, warns of Libra risks – Reuters

A fear of rate surprises and market-moving Trump tweets has companies racing to issue cheap debt – Marketwatch

Asian shares advance on U.S.-China trade progress, ECB easing – Reuters



Thursday 09/12

German recession warning as markets brace for ECB stimulus package – business live – guardian
Hong Kong Exchanges and Clearing drops after bid for London Stock Exchange – scmp

European banks to push the Stoxx 600 higher over the next six months, BAML says – cnbc
ECB provides additional details on purchases of assets with yields below the deposit facility rate – ecb

Draghi Goes All Out: ECB Cuts Rates, Restarts Open-Ended QE, Changes Forward Guidance, Eases TLTRO, Introduces Tiering – Zerohedge

ECB Monetary policy decisions – ecb

Last Eurozone data confirming the slowdown before ECB meets – ING

Higher risk of recession in Germany: IMK institute – Reuters
Taking interest rates to zero is not a good idea. Here’s why – cnbc
EUR: Will Draghi deliver? – ING

Argentina announces new round of currency controls amid economic crisis – Reuters
Global stocks are surging after Trump delays China tariffs – businessinsider



Wednesday 09/11

Sovereign bond yields rise as trade war and Brexit fears ease – business live – guardian
Wharf, Sun Hung Kai, other Hong Kong property developers surge after being weighed down by protests – scmp

‘The first billion is the hardest’: T. Boone Pickens, oilman turned raider turned trader, dies at 91 – fp
EUR Outlook – How ECB Could Disappoint – bk

Kolanovic: What Just Happened “Has Only Occurred On Two Days In History” – Zerohedge
Dutch parliament tells ECB’s Draghi it opposes ‘tiered’ rates – Reuters
And Another One: BNP Paribas Chief U.S. Economist Also Says No Recession In Sight – forbes
In “Epic” Industry Shift, Passive Funds Are Now Bigger Than Active – Zerohedge
End of Era: Passive Equity Funds Surpass Active in Epic Shift – Bloomberg
China tipped to start rate cutting ‘road map’ as early as next week, as economic slowdown deepens – scmp
Aramco’s Long-Awaited IPO May Be Kryptonite to Saudi Stocks – Bloomberg
Trump says Fed ‘boneheads’ should cut interest rates to zero ‘or less,’ US should refinance debt – cnbc
Shift into value stocks could fuel a solid rally, says J.P. Morgan – Marketwatch
Naspers spin-off Prosus surges 25% on market debut in Amsterdam – Reuters
A $100 billion tech company you’ve never heard of just listed in Europe – cnbc
Hong Kong Exchange Makes Unsolicited $36.6 Billion Bid for LSE – Bloomberg
China exempts 16 American products from additional tariffs – cnbc



Tuesday 09/10

Business Live – guardian
Business Live – guardian
Chinese stock markets’ news live – scmp

Jobs growth just hit a level not seen since 2011, and it’s putting one top economist on alert – cnbc
Bankers step up rate rant ahead of crunch ECB meeting – Reuters
The ECB Dashboard: A question of delivering – ING
Global growth may soar and investors aren’t ready, says Morgan Stanley – Marketwatch

ECB Meeting 12 September: Predicting the unpredictable – market reaction after ECB – danskebank

China Scraps Foreign Investment Limit in Stock, Bond Markets – Bloomberg

‘Big Short’ investor Steve Eisman says Trump ‘basically has to give in’ to end the US-China trade war – businessinsider
Saudi Aramco chief says IPO to happen ‘very soon’ – ft
Citigroup says cuts in Fed rates, global recession risks could propel gold above US$2,000 – scmp
China August factory deflation deepens, prices fall most in three years; pork prices soar – Reuters
Will Draghi leave with a bang? – saxo



Monday 09/09

Business Live – guardian
Business Live – telegraph
China shares gain on liquidity injection; Hong Kong stocks seesawing after protesters set fire at MTR stop – scmp

Multi-Asset Solutions Weekly Strategy Report – jpmorgan
The Butterfly Effect – saxo
‘Shallow recession’ likely in the US as economy slows, trade war weighs on global growth, CLSA says – scmp
Real US debt levels could be a shocking 2,000% of GDP, a Wall Street report suggests – cnbc
AT&T shares jump after activist Elliott Management takes $3.2 billion stake, sees stock worth $60 – cnbc

Buying cheap is an expensive business – robeco
FX: Beginning of the Week Recovery in Risk – bk
Euro Jumps As Germany Hints At Fiscal Stimulus – Zerohedge
The ‘Apple of China’ expanded into 80 new markets in four years. Here’s how Xiaomi grew so rapidly – cnbc
Key Events This Week: Plenty Of “Boom” Moments – Zerohedge
World Bank Forecasts Indonesia’s Economy Growing Below 5% – Bloomberg
Japan downgrades second-quarter GDP as trade war hits business investment – Reuters
India Auto Sales Take Record Fall in 10th Straight Month of Declines – Bloomberg

German export rise gives flagging economy glimmer of hope – Reuters