TOP NEWS: Week 11/07 – 11/13

Weekend 11/12 & 11/13

NZ dollar drops after magnitude 7.5 earthquake in upper South Island – nzdherald
Will China’s Financial Bust Ever Come? – Bloomberg
Australia’s Hidden Stimulus Boosts Economy as Currency Lags Commodity Rebound – Bloomberg
Emerging Markets Are Down Hard but Not yet Out – Bloomberg
Goodbye, globalization – businessinsider
Monte dei Paschi board to meet Monday on debt conversion plan: source – Reuters
Barack Obama calls for ‘meaningful debt relief’ for Greece – guardian
“They’re Going To Be Gone” – Donald Trump Vows To Deport Millions Of ‘Criminal’ Undocumented Illegal Immigrants – Zerohedge

One of Trump’s major economic polices could lead to a ‘global recession’ – businessinsider
Gundlach: Bond Yields Could Hit 6% in Five Years – barrons
Is Trump’s $1 Trillion Privately Funded Infrastructure Plan Feasible? – Zerohedge
Trump Victory Leads To Unprecedented Fund Flows; Trillions In Gains, Losses – Zerohedge
OreGONE – Oregon Joins California In Proposal To Secede After Trump Victory – Zerohedge


Friday 11/11

Emerging markets gripped by Trump anxiety as bond selloff continues – business live – guardian
Business Live – telegraph

Deutsche Warns Of Imminent “Domino Impact” For Stocks From Bond Carnage, Soaring Dollar – Zerohedge
What Happens Next? – Zerohedge
Surging Bond Yields Signalling Pain Not Growth Ahead For US Economy – Zerohedge
Trump Not Seeking Full Repeal Of Dodd-Frank; Opposes Bank Bailout Provision – Zerohedge
These Charts Show the Huge Stampede out of Emerging Markets – Bloomberg

Copper Has Best Week Ever as Analysts Warn It Can’t Last: Chart – Bloomberg

RBI intervenes to stem rupee fall as Trump sets off carnage in Asian FX mkt – economictimes

Indian widow commits suicide over fears shock introduction of a ban on Rupee notes would leave her penniless – dailymail
GOLDMAN SACHS: Donald Trump will reignite the US dollar rally – businessinsider
Moody’s says there’s a problem for Trump if he wants to ‘make America great again’ – businessinsider

Swiss bank PostFinance to charge millionaire deposit holders – Reuters
Iron Ore’s Trumped Up Gains Seen at Risk After Near-Doubling – Bloomberg

German inflation confirmed at 2-year high – Marketwatch

The US dollar just hit another 6-year high against the Chinese yuan – businessinsider
Bonds Tumble by $1 Trillion This Week as Trump Seen Game Changer – Bloomberg

Here’s what could happen if California had a ‘Calexit’ and left the US – businessinsider
Flash Indian demonetization triggers cash chaos – asianikkei



Thursday 11/10

Japan leads the way as Asian shares soar on Trump bounce – live – guardian

Donald Trump advisors consider Jamie Dimon for treasury secretary: Sources – cnbc
Mexican peso sinks to new low as uncertainty hangs over Trump victory – guardian

Bond Bloodbath Continues: Soaring Inflation Expectations Spark Curve Carnage As Yuan Plunges – Zerohedge
For Canadian Trade Insiders, Trump Is All Talk on Killing Nafta – Bloomberg

Here’s One Sign That Markets Believe in Trump’s ‘America First’ Policy – Bloomberg

JPMorgan is testing all-time highs — here’s what it means for the stock market – businessinsider

Trump’s Tax Cuts May Be More Important for the Economy Than His Trade Policies – Bloomberg

30-Year Bond Sale to Offer Fresh Investor Verdict on Trump – Bloomberg

Philippines Holds Key Rate to Shield Economy From Growth Risks – Bloomberg
European government bonds drop on Trump reflation bets – ft
OPEC production hits new all-time high, faces major challenge to cut: IEA – cnbc

Global Bond Investors Lose A Third Of A Trillion Dollars In One Day – Zerohedge
Here’s how Pimco sees markets and the US Fed in the year ahead under Trump – businessinsider
Modi May Reap $45 Billion Budget Gain on Anti-Graft Cash Ban – Bloomberg
Modi Shock Ban Boosts Bonds as Biggest India Fund Eyes Rate Cuts – Bloomberg
The best explanation for last night’s dramatic turnaround in markets – businessinsider
‘Mexico is waking up’: The game has changed in North America – businessinsider
Trump’s Revamp of America to Boost Metals to Gas: Goldman – Bloomberg
NIKKO: The world is going to need ‘stamina and flexibility’ under Donald Trump – businessinsider
Yuan Falls to Six-Year Low Amid Concern Trump Will Target China – Bloomberg
Philippines Most at Risk From Trump in Southeast Asia: Chart – Bloomberg


Wednesday 11/09

Markets reassured by Trump victory speech after early losses – live updates – guardian
Election 2016: Live results – Marketwatch

Trump Expected to Seek Deep Cuts in Business Regulations – nyt
Silicon Valley Reels After Trump’s Election – nyt
What This Election Taught Us About Millennial Voters – Bloomberg
After Brexit and Trump, Populists Target Next Dominoes in Europe – Bloomberg
Trump Faces Very Different Chinese Economy Than Eight Years Ago – Bloomberg

Trump Magnifies Glass-Half-Empty Economy to Sway Castoff Workers – Bloomberg
Mexico says does not expect Trump deportation plan to begin soon – Reuters

Donald Trump’s Election Win Is Making This Stock Soar – fortune
RBNZ Says Easing Probably Over as Inflation Pressure Grows – Bloomberg
RBNZ cuts cash rate for last time – macrobusiness

Trumpnado Sparks Bond Bloodbath & Greatest Stock Market Rebound Since 2008 PPT Intervention – Zerohedge
Italy’s Next in the Crosshairs for Anti-Establishment Wave – Bloomberg
Healthcare Stocks Are Crashing As The End Of Obamacare Looms – Zerohedge
Trump victory sends Fed rate expectations plummeting – Marketwatch
GM Slashes 2000 Jobs, Suspends 3rd Shift On Bloated Inventories, Slowing Sales – Zerohedge
Trump Wins: Buy USD/JPY Dips & Stay Long EUR/JPY – Morgan Stanley – efxnews
Trump’s $500 Billion Infrastructure Promise Drives Metals Rally – Bloomberg

BlackRock Says Market Turmoil May Keep Fed on Hold in December – Bloomberg

Trump Victory Crashes Chinese Yuan To Record Low – Zerohedge
El-Erian, Ivascyn, Gundlach on the Prospect of President Trump – Bloomberg
China consumer inflation increases as expected – Marketwatch


Tuesday 11/08

Stock markets nervously await election results – business live – guardian

We’re All Hedge Funds Now – Central Banks Become World’s Biggest Stock Speculators – ZeroHedge
India PM Modi Abolishes 500 and 1,000 Rupee Notes in Corruption Fight – Bloomberg
Unsold New London Luxury-Home Glut to Reach Record on Oversupply – Bloomberg

Saudi Arabia Stocks Rise to Highest Since August, Led by Lenders – Bloomberg

US Elections: Two different candidates, two different outlooks – Nomura – fxstreet

An Idea to Revolutionize Europe’s Debt Could Be Coming of Age – Bloomberg

U.K. Factory Output Surges as Brexit Pound Impact Downplayed – Bloomberg

Toblerone triangle change upsets fans – bbc

German Industrial Output Drops Most in More Than Two Years – Bloomberg
The Mexican peso isn’t the only currency that’s being impacted by Trump – businessinsider

Cash Is Still King in Japan, and That Could Be a Problem for the BOJ – Bloomberg

China’s Exports Drop for a Seventh Month on Tepid Global Demand – Bloomberg

Nikon to cut 1,000 jobs in Japan – nikkei
Tesco Bank has suspended all online payments after hackers stole money from 20,000 accounts – businessinsider


Monday 11/07

Stock markets rally and US dollar jumps after Clinton cleared – business live – guardian

How EDF’s Sinking Nuclear Output Sent Power Prices to Records – Bloomberg
Student, Auto Loans Hit New All Time High Of $2.5 Trillion As Consumer Credit Jumps By $19 Billion – Zerohedge

Euro Area Signals No Significant Greek Debt Relief for a Year – Bloomberg

European earnings may be at inflection point: Strategist – cnbc

Ahead of Brexit, some banks quietly shift M&A bankers to Frankfurt – Reuters

Eni to BP CEOs Limit Oil Spending for 2017 to Cope With Glut – Bloomberg

Here’s Your Cheat Sheet For How Markets Will React to the Election – Bloomberg
China’s Foreign-Exchange Reserves Drop to Lowest Since 2011 – Bloomberg

How Markets Will React to the U.S. Elections – Bloomberg

Key Events In The Coming Presidential Election Week – Zerohedge
Comey’s Start-And-Stop Clinton Probe Turns Up Heat on FBI – Bloomberg

German Factory Orders Unexpectedly Drop Led by Investment Goods – Bloomberg

Chinese coking coal futures are going nuts, jumping 10% to the highest level on record – businessinsider

BLACKROCK: Australia could lose its AAA credit rating ‘within weeks’ – businessinsider
Indonesia’s Economic Growth Slows to 5%, Matching Forecasts – Bloomberg
HSBC’s Profit Beats Estimates as Capital Buffer Strengthens – Bloomberg
China May Let Wall Street Banks Run Own Mainland Units, WSJ Says – Bloomberg
How to Turn India’s Good Tax Bad – Bloomberg

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