TOP MARKETS NEWS: Week 12/03 – 12/09

Weekend 12/08 & 12/09

U.S. says March 1 ‘hard deadline’ for trade deal with China – Reuters
One JPMorgan Strategist Finds The Buyback Party Is Over, Hopes Not To Be Lumped In With The “Fake News”  – Zerohedge

Yellow vest protests ‘economic catastrophe’ for France – bbc

China Factory, Consumer Inflation Slows Amid Weakening Demand  – Bloomberg

“The Capitulation Begins”: Everyone Is Bearish But No-One Is Short – Zerohedge
Germany Willing to Merge Deutsche Bank, Commerzbank, Focus Says – Bloomberg



Friday 12/07

Markets rebound after Huawei arrest sparked biggest sell-off since Brexit vote – business live – guardian

OPEC, Russia agree to slash oil output despite Trump pressure – Reuters
Taiwan: Trade disappoints as Apple pulls order – ing
Huawei arrest stokes fears of China reprisals among America Inc executives – Reuters
China Prepares Retaliation To Huawei CFO Arrest – Zerohedge
Nomura explains why the US yield curve’s inversion is not what investors should fret about – businessinsider
Japan may move to restrict Huawei, ZTE from government use – Marketwatch
China Debates Pros and Cons of Retaliation After Huawei Arrest – Bloomberg
US strikes at heart of ‘Made in China’ with Huawei arrest – asianikkei
Markets predictions: 2019 to bring new level of uncertainty – ft
All Around the World, Central Bank Independence Is Under Threat – Bloomberg
Delinking of US and China economies to weigh on Asian equities in 2019, says UBS – scmp
RBA: Rate cuts are not off the table, and ‘QE is a policy option in Australia’ – businessinsider
Huawei arrest creates concerns in Silicon Valley as well as abroad – Marketwatch
Delinking of US and China economies to weigh on Asian equities in 2019, says UBS – scmp
US ‘was probing Huawei for an alleged global banking scheme to evade US sanctions on Iran before it arrested Sabrina Meng Wanzhou’ – scmp


Thursday 12/06

Business Live – guardian

Getting Huawei CFO to U.S. After Canada Bust May Take Years – Βloomberg
Get ready for the ‘Scrooge market’ of 2019, investor says – yahoofinance
US crude sinks 2.7%, settling at $51.49, after OPEC delays decision on production cut levels – cnbc
Auto supplier Bosch sees car market stagnating in 2019 – Reuters
Dovish Fed Hike Seen by JPMorgan as Markets Flash ‘Slowdown’ – Βloomberg
U.S. factory orders post largest drop in more than a year – Reuters
Trump’s Trade Deficit Tumbles To Worst In A Decade As China Gap Hits Record High – Zerohedge
ADP Employment Disappoints: “Job Growth Has Likely Peaked” – Zerohedge
Explainer: What is an inverted yield curve? – Reuters
European auto sector hits lowest level since July 2016 – ft
China Says It’s Implementing Deals Done With U.S. on Trade – Bloomberg
Should we worry about Huawei? – BBC
US may use arrest of Huawei CFO Sabrina Meng to push China on trade – scmp

Canada arrested Huawei’s CFO, and the US is seeking to extradite her – businessinsider
Australia’s trade surplus comes up short – businessinsider
For the first time, China confirmed major details about the Trump-Xi trade deal. It could only intensify the scramble over the next 90 days – businessinsider




Wednesday 12/05

Trade war and growth worries drive markets down – business live – guardian

Trump Offers German Automakers a Pause on Car Tariffs, for Now – nyt
ECB policymakers debate new ways out of easy money – sources – Reuters

It’s the Worst Time in Decades to Make Money in Markets – Bloomberg
What President George H.W. Bush’s day of mourning means for stock, bond and commodity traders – Marketwatch
France’s Tax Burden Now the Highest of Any OECD Country – Bloomberg

Eurozone economic growth continues to slow in November – markit
German Business activity growth eases to six-month low in November- markit
Australia’s GDP weaker than expected in Q3 – Marketwatch
Caixin: China’s service sector grew faster in Nov. – Marketwatch
These Charts Show China’s Uphill Battle With Bond Defaults – Bloomberg

China is said to be resuming imports of US liquefied gas and soybeans amid trade war truce – scmp



Tuesday 12/04

UK car industry fears ‘huge’ disruption after no-deal Brexit – business live – guardian
Top 5 Things to Know in The Market on Tuesday – investing

The economist who discovered the yield curve’s predictive powers says he’s getting worried – cnbc
Here Is What Triggered Today’s Sudden Stock Liquidation – Zerohedge
As Bank Shares Burn, Here’s What CEOs Are Telling Investors – Bloomberg
DoubleLine’s Gundlach: Treasury curve inversion signal ‘economy poised to weaken’ – Reuters
Gundlach: Yield Curve Inversion Shows “Total Market Disbelief” In The Fed’s Hiking Plans – Zerohedge
White House keeps contradicting itself on U.S.-China trade negotiations – yahoofinance
Cable Slides To 18-Month Low After May Loses Historic Contempt Vote – Zerohedge
Toll Brothers Shocks With 13% Plunge In Orders As California Falls A Staggering 39% – Zerohedge
Stocks Sink As Trump Confirms Trade War Not Over: “I’m A Tariff Man” – Zerohedge

The U.S. and China’s Trade Truce Statements, Compared – Bloomberg
These Outrageous Europe Events Would Shake Markets – Zerohedge
China Auto Tariff Mystery Over: Kudlow Denies Trump Tweet – Zerohedge

Apple downgraded by HSBC, which said  – cnbc
“Our Clients Are Shifting From “End-Of-Cycle” To Outright “Recession” Trades” – Zerohedge

French government to delay fuel tax hike after violent protests – cnbc
OPEC works on deal to cut output, still needs Russia on board – Reuters
White House hails China trade truce as skeptics raise doubts – ap
The bond market just flashed a major ‘red flag’ — and it could be signaling a US recession – businessinsider



Monday 12/03

Markets surge after US-China trade truce – business live – guardian

JP Morgan’s market-moving strategist says rally has further to go: ‘Pain trade is on the upside’ – cnbc
A New U.S. Yield Curve Is Racing Toward Inversion – Bloomberg

The tax cut isn’t trickling down to workers – Marketwatch
BlackRock’s Emerging-Markets ETF Had a Record Month – Bloomberg
Congress nears short-term deal to avoid government shutdown – politico
U.S. expects immediate action from China on trade commitments – Reuters
Rally Time or Time Out? Wall Street Asks What’s Next for Stocks – Bloomberg

US Manufacturing Economy Rebounds As Prices Paid Plummet – Zerohedge

Here Are China’s Biggest Stock Winners From U.S. Trade Thaw – Bloomberg

Chipmakers are rallying after Trump and Xi came to a tentative truce on trade war – businessinsider
Xi deftly practices the diplomacy of buying time – Reuters
Morgan Stanley Upgrades ’19 China Stocks Call on Trade Ceasefire – Bloomberg
Forced tech transfers and intellectual property theft will likely dominate trade talks after Trump-Xi deal – cnbc
Mnuchin says Trump ‘liked’ Fed chief Powell’s speech that boosted markets last week – cnbc
US, China ties to remain contentious, to affect Asia: Moody’s – koreaherald
The next date to watch in the US-China trade war is Dec. 18, expert says – cnbc
U.S. Farmers Have Little to Cheer From China Trade Truce, So Far – Bloomberg

Contrasting Chinese, U.S. statements on trade war agreement – Reuters

Markit Eurozone Manufacturing PMI – Weakest growth of manufacturing economy since August 2016 – markit
GERMAN Manufacturing PMI slips to 31-month low as downturn in new orders deepens – markit
Italian manufacturing conditions deteriorate at quickest pace for nearly four years- markit
Qatar pulls out of Opec as relations with neighbours sour – FT
It’s An Extremely Busy Week Ahead: Here Are The Highlights – Zerohedge
Qatar to Leave OPEC as Politics Finally Rupture Oil Cartel – Bloomberg
Trump tweets China to cut tax on US-made cars, revs up auto stocks  – cnbc
Caixin: China’s factory activity picked up in Nov.- Marketwatch