TOP NEWS: Week 03/13 – 03/19

Weekend 03/18 & 03/19

G20 ministers give Mnuchin space to define Trump trade agenda – Reuters
Little economic common ground found at G-20 meeting – Marketwatch

Oil Shorts Soar By 2nd Most In History As OPEC Hope Fades – ZeroHedge


Friday 03/17

European markets fall back as G20 finance ministers meet – business live – guardian

Atlanta Fed vs NY Fed: Whose GDP Forecast Is Right? – Zerohedge
Goldman Unveils Junk Bond ETF Just as High-Yield Exodus Deepens – Bloomberg

Dollar, Bond Yields Tumble As Inflation Expectations Crash To Record Lows – Zerohedge
Another Week Of Huge Outflows From Active Managers, Huger Inflows To ETFs – Zerohedge
Hedge fund fees are falling as shutdowns hit a post-crisis high – cnbc
Another ‘Hard’ Data Disappointment: US Industrial Production Misses, Stagnant In February – Zerohedge
Indonesia Stocks Rally to Record as Foreign Investors Buy – Bloomberg
It’s the return of the yield but a long road ahead for European banks – cnbc

More Hedge Funds Shut Last Year Than Any Time Since the 2008 Crisis – Bloomberg

U.K. Consumer Spending to Slow Sharply in Coming Years, PwC Says – Bloomberg

Savings and Stocks Make Japanese Households Richer Than Ever – Bloomberg


Thursday 03/16

FTSE 100 hits record high after US interest rate hike and Dutch election – business live – guardian

Snap shares drop 4 percent, fall below $20 for the first time – Reuters
G-20 Said to Be Stuck on Trade Language After German Nod to U.S. – Bloomberg
Record margin debt may be a red flag, but analysts say don’t worry – Marketwatch
The Market Is Acting Like the Fed Cut Rates Yesterday – Bloomberg
EURUSD Jumps After ECB Hints At Rate Hike, Report Weidmann May Replace Draghi – Zerohedge

ECB to decide later whether to raise rates or end QE first: Nowotny – Reuters
The Next Big Test for the Global Stocks Rally is U.S. Fiscal Policy – Bloomberg

“All Clear”? European ‘VIX’ Crashes By Most Ever To Record Low – Zerohedge
Low VIX Got You Down? These Fear Gauges May Do the Trick – Bloomberg
The Fed Moves: What It May Mean for Equities – wisdomtree

‘Soft’ Data Snaps – Philly Fed Drops Most In 11 Months As Stagflation Surges – Zerohedge
The Dutch Have Voted…So How Do They Put Together a Government? – Bloomberg

Turkey Raises Late Liquidity Rate to 11.75% After Fed’s Move – Bloomberg

Fed-PBOC Moves Hint at Calibration Mooted a Year Ago at G-20 – Bloomberg
Mac Slavo: “On June 1st The Deep State Will Move To Overthrow Trump” – Zerohedge
German G-20 Talks Offers Basel Opening If U.S. Comes to Deal – Bloomberg
Fed rate moves could spell end to Asian easing – Reuters

Five Things You Need to Know to Start Your Day – Bloomberg
SNB Sticks With Record-Low Rates and Intervention Threat – Bloomberg

Oil Extends Advance as U.S. Stockpiles Drop First Time This Year – Bloomberg

China’s Central Bank Raises Borrowing Costs in Step With Fed – Bloomberg
Global Stocks Rally Spurred by Central Bank Moves: Markets Wrap – Bloomberg
Aussie Jobless Rate Unexpectedly Jumps to 5.9%; Currency Drops – Bloomberg
Dollar crunched by cautious Fed, bonds and commodities cheer – Reuters
Europe Gets Reprieve in Dutch Election, But the Center Fragments – Bloomberg
Bank of Japan on Hold Falls Further Behind Its Global Peers – Bloomberg
Bank of Japan keeps monetary policy unchanged – Marketwatch


Wednesday 03/15

Markets await UK unemployment report and US interest rate decision – business live – guardian

New Zealand Economy Grows Less Than Forecast; Kiwi Drops – Bloomberg
Why Fixed-Income Investors Shouldn’t Fret About Fed Tightening – beyondbullsandbears
Fed rate hikes + low growth = recession, says stock-market strategist – Marketwatch
China Is Again Selling US Treasuries As Foreign Central Banks Liquidate $45BN – Zerohedge
More unsold cars boost business inventories in January – Marketwatch
Credit Suisse Cuts Brazilian Stocks as Wishful Thinking Is Not Enough – Bloomberg
It’s Time to Hit Pause on China Panic – Bloomberg
Euro Reaches One-Month High as Dutch Exit Poll Shows Liberal Win – Bloomberg

Dutch Election Exit Polls: Prime Minister Rutte Wins, Wilders’ Freedom Party Slides – Zerohedge
House Republicans Take Their Own Path on Trump’s Border Wall – Bloomberg
Here’s how the market responded to the Fed’s decision to raise rates – businessinsider
Rate Hike Hammers Dollar; Stocks, Bonds, & Bullion Soar – Zerohedge
What The “Dots” Say: Fed Keeps 2017, 2018 And Long-Run Rate Outlook Unchanged, Raises 2019 – Zerohedge
Fed Raises Benchmark Rate as Inflation Approaches 2% Target – Bloomberg
Fed Hikes Rates For 3rd Time In 11 Years, Sees Two More Rate Hikes In 2017 – Zerohedge
Will the Fed repeat its inflation mistake? – theweek

Janet Yellen seems to be giving up on one of the Fed’s most important goals – businessinsider
Retail Sales Decelerate, Rise 0.1% As Expected; Control Group Disappoints – Zerohedge

Stagflation Strikes As US Consumer Prices Surge At Fastest Pace In 5 Years – Zerohedge
U.K. Jobless Rate Falls to Lowest Since 1975 as Wages Slow – Bloomberg

Europe on knife edge of uncertainty, maybe catastrophe – Reuters
Dutch Elections: Chance of a large negative surprise have fallen – TDS – fxstreet
Dutch vote in test of anti-immigrant sentiment in Europe – Reuters
Oil Rebounds on U.S. Stockpile Drop Report as Saudis Lift Output – Bloomberg
Brexit: 27-30 March the most likely trigger dates now – Danske Bank – fxstreet
Brexit process in government’s hands – Natixis – fxstreet


Tuesday 03/14

Pound hits eight-week low as Brexit fears rattle the City – business live – guardian

June Rate Hike Odds Slump To 4-Month Lows – ZeroHedge
How the Fed rate hike will affect borrowers (a lot) and savers (not so much) – cnbc

Oil Jumps After Saudis “Explain” Production Surge – ZeroHedge
Central Banks Set to Signal Monetary Mood Has Changed – wsj
US Producer Prices Spike At Fastest Rate In 5 Years – ZeroHedge
Fillon Charged With Misuse of Public Funds Ahead of French Vote – Bloomberg

ROSENBERG: These 10 classic signs show that the stock market is ‘bubbly’ – businessinsider
Rajoy’s Neglect of Spanish Working Poor Risks Political Backlash – Bloomberg

Credit Crash Concerns Spark Biggest Investor Underweight Since 2008 – ZeroHedge
Reuters Poll: BOJ expected to pull back from stimulus, maybe as early as this year – Reuters

OPEC’s oil production ticks down in February as Saudis cut output more deeply – cnbc
Oil Tumbles After Saudis Report Big Jump In Production; Kuwait Warns Of Drop To $45 – Zerohedge

German ZEW Confidence Rises Less Than Forecast on Uncertainty – Bloomberg
Why Robert Shiller Is Worried About the Trump Rally – Bloomberg
Five Things You Need to Know to Start Your Day – Bloomberg
Germany’s Inflation Accelerates As Estimated – businessinsider
Modi’s win sends Indian stocks to record, rupee to 11-month high – bt

China’s Economy Holds Momentum as Output, Investment Accelerate – Bloomberg



Monday 03/13

Markets brace for US rate hike and Britain to trigger article 50 – business live – guardian

Hedge Funds Exit Emerging-Market Assets as Real Money Swoops In – Bloomberg
Two-year Treasury yield posts highest close since 2009 ahead of Fed meeting – Marketwatch
“2017 Will Be A Tipping Point” – Why Some Think This Is The Next “Big Short” – Zerohedge

The stock market bottomed 8 years ago — here’s what the headlines looked like at the peak of the financial crisis – businessinsider

This is the most overvalued stock market on record — even worse than 1929 – Marketwatch
$21,714 For Every Man, Woman And Child In The World – This Global Debt Bomb Is Ready To Explode – Zerohedge
US-German meetings will draw attention before the G20 finance ministers meet – BBH – fxstreet

A Global “Tightening Tantrum” Has Begun; RBC Urges ‘Seek Protection’, VIX To Double – Zerohedge
Scottish First Minister Nicola Sturgeon confirms plans for independence vote – Marketwatch
The US Government Now Has Less Cash Than Google – Zerohedge
Despite Eerie Calm, Stocks Are Where They Should Be in the Rate Cycle – Bloomberg
French elections: Economic and political scenarios – Deutsche Bank – fxstreet
Eurozone break-up: How much would the euro drop? – Deutsche Bank – fxstreet

Intel to buy Mobileye for $14-$15 billion: Israeli media report – Reuters
Italy’s Industrial Output Falls, Signaling Risks To Recovery – Bloomberg
Theresa May is poised to trigger Article 50 as early as Tuesday after Brexit bill passes – businessinsider
What to Expect in U.K. Markets When May Pulls Brexit Trigger – Bloomberg
Goldman Joins the China-Equity Bull Party After Missing Rally – Bloomberg

A Critical Week For Markets Begins: Preview Of The Main Events – Zerohedge
Asia Stocks Gain, Dollar Falls Before Fed and BOJ: Markets Wrap – Bloomberg
Modi Win Spurs Jump in Indian Stock Futures, Rupee Forwards – Bloomberg
Crude prices are almost back to where they were when OPEC announced production cuts – businessinsider
Oil prices slide to lowest in four months on U.S. rig count rises again – Marketwatch
China Moves to Make $9 Trillion Domestic Bond Market Global – Bloomberg
Zombie Hordes: Thousands of Japanese Firms Dodging Bankruptcy – Bloomberg
Draghi Outlook Snaps Euro Interest-Rate Bears Out of Hibernation – Bloomberg

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