TOP NEWS: Week 03/28 – 04/03

Weekend 04/02 & 04/03

About That Historic Q1 Market Rebound: 24 Of 26 Massive Snapback Rallies Occurred Within A Secular Bear Market – Zerohedge
Chart Of The Quarter: Nothing Else Matters – Zerohedge
Trump: “The Country Is Headed For A Massive Recession; It’s A Terrible Time To Invest In Stocks” – Zerohedge
Wikileaks Reveals IMF Plan To “Cause A Credit Event In Greece And Destabilize Europe” – Zerohedge


Friday 04/01

Business Live – guardian

“Production Freeze” Narrative Collapses In Two Days: Russian Oil Output Hits New Post-Soviet Record – Zerohedge
Emerging-Market Bond Surge at Whim of Brazil’s Volatile Politics – Bloomberg
Danish Central Bank Warns Of “Risk Illusion”, Fears “Fire Sale” Plunge In Asset Prices – Zerohedge
Russian Economy Shrank Less Than Forecast, Enduring Crash in Oil – Bloomberg

Gold Mint at Europe’s Heart Says Sub-Zero Rates Buoy Sales – Bloomberg
Brazil Industry Output Has Biggest Drop in Over Three Years – Bloomberg
The Best And Worst Performing Assets Of March And Q1 – Zerohedge
New Quarter Sees Emerging Stocks Retreating From Four-Month High – Bloomberg
Verge Of Revolution: The Story You Aren’t Being Told About The Brazilian Uprising – Zerohedge
Saudi Arabia Plans $2 Trillion Megafund for Post-Oil Era: Deputy Crown Prince – Bloomberg
Where The March Jobs Were: The Minimum Wage Deluge Continues – Zerohedge
US Manufacturing Surveys Bounce Despite The Biggest Industry Job Losses In 7 Years – Zerohedge
Payrolls Rise 215K In March, Beat Expectations As Average Hourly Earnings, Unemployment Rise – Zerohedge
IMF Executive Board Concludes Third Post-Program Monitoring with Portugal – imf

Banco Santander to shut 450 branches in Spain – Marketwatch

Saudi Arabia Will Only Freeze Oil Production If Iran Joins Plan – Bloomberg

Eurozone Manufacturing PMI – ‘Core’ weakness weighs on eurozone manufacturing – markit
Germany: Manufacturing growth remains subdued in March – markit
Now China Has a Two-Speed Property Market, Too – Bloomberg
France: Output rises slightly in March, but new orders fall at sharper rate – markit
Italy: Output growth accelerates to fastest for three months in March – markit
Spain: Further rise in Spanish manufacturing output, albeit at reduced pace – markit

China Factory Gauge Unexpectedly Jumps as Stimulus Kicks In – Bloomberg
Japan Stocks Start New Year With Biggest Loss in Seven Weeks – Bloomberg


Thursday 03/31

Tata steel crisis: David Cameron chairs emergency meeting – live updates – guardian

Best Yield Now: Emerging Markets Top MLPs? – barrons
Last Time German Bonds Did This Well the Euro Area Was in Crisis – Bloomberg
Gold Soars 16% In Q1 – Best Start To A Year In 42 Years – Zerohedge
Canada’s economy grows much more than expected, dimming chances of rate cut – fp

“The Buttonwood SPV”: The Striking Details Of How China’s Central Bank Is Directly Buying Stocks – Zerohedge
S&P cuts China, Hong Kong outlook to negative – cnbc

Ireland Sells First 100-Year Bond, Staying on Comeback Trail – Bloomberg
Eurozone inflation inched up in March – Marketwatch
Poland Pays Premium to Lure Back Investors Stung by Downgrade – Bloomberg

U.K. GDP Grows More Than Estimated; Current-Account Gap Widens – Bloomberg
Britain beats — UK GDP expanded more than expected in 2015 – businessinsider
Hong Kong Retail Sales Plunge the Most in 17 Years – Bloomberg
The rebound in the Chinese renminbi won’t last – businessinsider
German Unemployment Unchanged as Refugees Bolster Labor Force – Bloomberg

Turkish GDP surprises with 4% growth in 2015 – Marketwatch

When helicopters fly – nordea

Templeton’s Mobius to Pass on Responsibilities in End of Era – Bloomberg
MSCI restarts talks on including Chinese mainland shares in emerging index – Reuters
Gold in Asia Heads for Biggest Quarterly Advance in 25 Years – Bloomberg

New China ETF in Europe to Focus on Onshore-Offshore Price Gap – Bloomberg

MSCI Says China’s Trading Halts May Keep It Out of Stock Indexes – Bloomberg


Wednesday 03/30

Business Live – guardian

U.S. Home Prices Are 14% Overvalued According To Bank of America – ZeroHedge
Norway Unemployment Jumps to Decade High Amid Oil Plunge – Bloomberg
About That ADP Jobs Number: Dear Mark Zandi, Please Explain This (Again) – ZeroHedge
The yield curve is telling us something – businessinsider
BlackRock Plans to Cut About 400 Jobs in Coming Weeks – Bloomberg
Bank of Japan runs groupthink risk as board dissenters depart – Reuters
Vietnam’s banks could be in for a ‘rough ride’ – businessinsider
Negative interest rates are a tax on banks and lead to mattress money – thebanker
CITI: The ‘Uber moment’ for banks is coming — and more than a million people could lose their jobs – businessinsider
Attention President Obama: One Third Of U.S. Households Can No Longer Afford Food, Rent And Transportation – ZeroHedge
German Inflation Rate Turns Positive in Sign of Euro-Area Pickup – Bloomberg

Corporate Bond Yields Touch Record Lows in Europe’s Periphery – wsj

Dovish Yellen Primes Treasuries for Best Quarter Since 2012 – Bloomberg

Boeing says it will cut about 4,000 jobs by mid-2016 – Reuters
Investors tiptoe back into emerging markets as storm clouds linger – Reuters

S&P downgrade forecast for eurozone economic growth amid fears of global slowdown – ibtimes
Europe’s Bond Shortage Means Draghi Is About to Shock the Market – Bloomberg

Japan’s Industrial Output Falls as Weak Exports Sap Demand – Bloomberg
Yellen Prompts Traders to Scale Back Fed Rate Bets to November – Bloomberg
China is looking to take the heat out of its hottest housing markets – businessinsider


Tuesday 03/29

European stocks rally after Easter break, but oil falls below $40 – business live – guardian

Dollar Drops as Yellen Flaps Her Dovish Wings – bk
Brazil’s Biggest Party Abandons Rousseff Ahead of Impeachment – Bloomberg

Credibility Watch – Janet Yellen Crushes Recent Hawkishness, Unleashes Fresh Bout Of Soothing Dovishness: Live Feed – Zerohedge

Fed should proceed ‘cautiously’ given global risks, Yellen says – Reuters
The latest destination for China’s billions: U.S. hotels – wp

Brazil On The Brink As Rousseff’s Coalition Collapses, Bar Association Joins Impeachment Push – Zerohedge
Japan’s not the only country worried its population will go extinct – businessinsider
Negative interest rates put the global economy on a razor’s edge – Marketwatch
Every day 100 British expats quit Spain as uncertainty over June’s EU vote triggers exodus from Europe – dailymail
This country is a bright spot in emerging markets – businessinsider
Oil exports are falling after the US lifted its export ban – businessinsider
Japan Stocks Fall as Over 1,500 Topix Members Trade Ex-Dividend – Bloomberg
Under the Hood of Japan’s Jobs Data: Part-Timers on Low Pay – Bloomberg
Japan’s economy just received some rare good news as household spending rebounds – businessinsider
China Bull Who Beat 99% of All Bond Funds Says Yuan Drop Is Over – Bloomberg



Monday 03/28

Dallas Fed Respondent Sums It Up: “Anyone Saying We’re Not In Recession Is Peddling Fiction” – Zerohedge
Trade Deficits: These Times are Different – nyt
It’s a Pivotal Week for the Dollar – bk
Japanese Elderly Commit Crimes Hoping to Get into Prison! Retail Spending Plunges; About that Deflation! – mishtalk
Gundlach says April rate hike ‘inconceivable’ after lower GDP forecasts – Reuters
January Spending Surge “Revised” Away, Pushing Savings Rate To Highest Since 2012; Personal Income Slides – Zerohedge
Ibovespa Leads Global Gains as Real Climbs on Political Outlook – Bloomberg
Brazil Analysts Forecast Slower Inflation and Deeper Recession – Bloomberg
Emerging-Market ETFs Add $1.45 Billion in Sixth Week of Gains – Bloomberg
China Beige Book Reveals Employment Plunges To 4-Year Low, Capex Worst In History – Zerohedge
Most China-Dependent Economy Isn’t So Keen on Chinese Money – Bloomberg

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