TOP MARKETS NEWS: Week 11/05 – 11/11

Friday 11/09

Business Live – guardian

Hedge Funds Brace for Worst After a Terrible October – Bloomberg
Hedge Funds Brace For A November 15 Bloodbath – Zerohedge

After The Correction: Stocks Remain Expensive On 16 Of 20 Indicators – Zerohedge
Billionaire Hedge-Fund Manager Dan Loeb is Betting on American Express Stock – barrons
Navarro says ‘globalist billionaires’ are pressing White House to cut a deal with China – Marketwatch
Stocks Tumble, Dollar And Bonds Spike After Navarro Crushes Hopes For A China Deal, Slams “Stench Of Goldman” – Zerohedge
“A Chinese Recession Is Inevitable” – Ken Rogoff Ruins ‘Decoupled-America’ Narrative – Zerohedge
GE stock price target slashed to $6 from $10 by JPMorgan, lowest of Wall Street analysts – Marketwatch

Forget the trade war, China’s economy has other big problems – cnn

Wholesale inflation surges in October to 6-year high, PPI shows – Marketwatch

A Fifth of China’s Homes Are Empty. That’s 50 Million Apartments – Bloomberg

Australians are the richest people in the world – businessinsider

China consumer inflation ticked higher in October – Marketwatch
Oil in bear market as supply rises, demand outlook weakens – Reuters


Thursday 11/08

German exports slide as trade war hits demand – business live – guardian
Five Things You Need to Know to Start Your Day – Bloomberg

‘Hawkish’ FOMC Signals Rate-Hike-Trajectory Unphased By Market Volatility – Zerohedge
Peak buybacks? – ftalphaville

Global battery storage capacity to reach 100 GW by 2025: BNEF – spglobal

Securities lending boom sparks concerns on returns and voting – Reuters
The Plan to Save Argentina Helps Banks More Than Business – Bloomberg
ECB chooses Italy’s Andrea Enria for top banking watchdog job – FT
Europe’s Securitization Rule May Hinder Markets It Aims to Boost – Bloomberg
Italian Bond Yields Jump After EU Projects Debt Limit Breach – Ζerohedge

Choppy waters for Greek shipping sector – bbc
German growth to slow dramatically, top advisers warn – ft
German trade surplus narrows as U.S. trade friction bites – Reuters

Deutsche Telekom lifts guidance on strong results – Marketwatch
UniCredit profit hit by loss from investments – Marketwatch
China October exports surprisingly strong in race to beat higher U.S. tariffs – Reuters



Wednesday 11/07

Dollar falls and shares surge as markets brace for gridlock after US elections – business live – guardian

S&P 500 and Dow surge in best rally after midterm elections since 1982 – cnbc
Here are the post-election stock-market winners in the Dow, S&P 500 and Nasdaq – Marketwatch
JPM’s Kolanovic: “A Split Congress Is The Best Outcome For Markets” – Zerohedge

Housing sentiment falls to lowest in a year, as more say now is not a good time to buy: Fannie Mae – cnbc
Three-Month Libor Hits New Decade High As Rate Hike Odds Increase – Zerohedge
Midterms and markets – what happens next – saxo

Why risk trades are higher after the US election – FOREXLIVE
Mortgage Applications Plummet To 18-Year Lows As Rates Hit 2010 Highs – Zerohedge
Ivanka Trump Set To Gain 16 New Trademarks In China, Including For Voting Machines – huffingtonpost
What Gridlock Means For The US Economy: Goldman Sachs Explains – Zerohedge
BlackRock’s Fink Warns U.S. Shouldn’t Be Fighting Its Creditors – Bloomberg
Why Oil Prices Will Fall In 2019 And Beyond – Zerohedge
Michael Kors’ stock plunges after earnings beat but sales miss – Marketwatch

Trump takes a midterm victory lap even as he faces peril from a Democratic House – cnbc
In Senate midterm elections, Democrats falls short as Republicans retain control – nbcnews
A Divided Congress Could Put the Dollar’s Bull Run at Risk – Bloomberg

The Most Vulnerable Emerging Market of Them All Is Still Turkey – Bloomberg
BMW Q3 hit by upfront expenditure for electric car development – Reuters
China Oct FX reserves drop to 18-month low as pressure on yuan grows – Reuters
Spain Planning to Change Law to Make Banks Pay for Stamp Duty – Bloomberg
US midterms: Trump tapered – ING – fxstreet
Dems Take House Dollar Takes Cover – bk
US: Downward pressure for the USD and long yields – Nordea Markets – fxstreet
Eurozone retail sales: A Goldilocks economy no more – ing
Adidas hikes 2018 profit guidance, trims sales outlook – Reuters
China’s securities regulator to cut the maximum duration that stocks can suspend their trading – scmp
Bonds Jump, Dollar Dumps After Dems Win House – Zerohedge
Democrats take control of House after health care, immigration drive voters to polls – Marketwatch


Tuesday 11/06

Markets edgy ahead of US elections – business live – guardian
Live blog: Midterm election 2018 updates, news and analysis – nbcnews

U.S. stocks close higher on Election Day 2018 – cbsnews
Iran Oil Waivers: How Buyers Are Lining Up After U.S. Exemptions – Bloomberg
Brokerages fined for roles in 2015 market crash were innocent: securities regulator – yuantalks
Shiller: “If Trump Loses Tonight, It Could Launch A Period Of Chaos” – Zerohedge
The midterm election could decide the fate of these three health-care groups – cnbc
WTI Crude Enters Bear Market – Plunges To 7-Month Lows – Zerohedge
Pandora’s Charms Fall Out of Fashion – Bloomberg
American Dream Re-Collapses: US Housing Least Affordable In A Decade – Zerohedge
Whoever wins, getting past midterms could be good for stocks – cnbc
Lilly lifts earnings forecast as newer drugs provide boost – Reuters
ECB keen to keep investors on side as stimulus reaches final act: sources – Reuters
Italy unlikely to back down to Brussels yet, says Goldman Sachs – cnbc
Five Things You Need to Know to Start Your Day – Bloomberg
Deutsche Post says restructuring will start to pay off next year – Reuters
Eurozone growth weakens to lowest in over two years – markit
German Services business activity growth slips to three-month low in October – markit
German manufacturing orders unexpectedly rise – Marketwatch
The RBA is more confident about growth and lower unemployment – businessinsider



Monday 11/05

Trade wars bite as China’s private sector growth hits 28-month low – business live – guardian

Third-quarter U.S. profit growth on track to be highest since 2010 – Reuters
The Ultimate Investors’ Guide to the Midterm Elections – barrons
Iran Sanctions and Oil Prices: Who’ll Feel the Pain? – nyt
Wall Street boosted by financials, energy, defensive sectors – Reuters
Dow rises nearly 200 points as Berkshire Hathaway jumps, but Apple drags down Nasdaq – cnbc
America’s Largest Bridal-Chain Prepares For Bankruptcy After Skipped Debt Payment – Zerohedge
Trump says administration is looking into antitrust violations by Amazon, other tech giants – cnbc

Spotify Announces $1 Billion Stock Buyback 6 Month After Going Public – Zerohedge
US Services Economy Slides (Or Rebounds) As Surveys Signal Nothing But Confusion – Zerohedge
U.S. targets Iran with fresh round of oil, economic sanctions – Reuters
Apple downgraded for a second time in two days on weaker iPhone sales expectations – cnbc
Italian bank stocks slip as stress-test results, Goldman Sachs downgrade weigh – cnbc
Global Stock Rally Fizzles As Trade Hopes Fade, Rate Worries Return – Zerohedge
China’s Xi promises to raise imports amid trade row with U.S. – Reuters
Warren Buffett’s Berkshire Hathaway’s stock surges after earnings, first buybacks in 6 years – Marketwatch
One in Ten of China’s Banks Flunk Central Bank’s First Risk-Rating Test – Bloomberg
Key Events In A “Big Week”: Politics, Europe, Inflation And The Fed – Zerohedge
Downgrade overshadows Italian bank Intesa’s strong stress test showing – Reuters
China’s service-sector growth slips in October – Marketwatch
U.S. imposes more sanctions on Iran, Tehran decries ‘bullying’ – Reuters