TOP MARKETS NEWS: Week 01/29 – 02/04

Weekend 02/03 & 02/04

Yellen Says Prices `High’ for Stocks, Commercial Real Estate – Bloomberg
Aussie Central Bank Stranded as Reflation Skips Ex-Star Economy – Bloomberg
Aramco’s Asia Light Oil Pricing Steady in Sign of Slower Demand – Bloomberg



Friday 02/02 – Bitcoin below 8500  8000 –  Avg Hourly Earnings Highest since Jun 2009

Business Live – gaurdian

Hawkish Kaplan Comments Send Dow Crashing Down 500 Points, VIX Above 16 – Zerohedge
Core Capital Goods Orders Tumble Most Since Sept 2016 – Zerohedge
UMich Economic Confidence Tumbles To Lowest Since Election – Zerohedge
Not So Fast: Here’s The Full Story About Those “Surging Hourly Earnings” – Zerohedge
Payrolls Jump 200K, Beating Expectations As Earnings Soar Most Since 2009 – Zerohedge
Italy’s Inflation Rate Rose More Than Expected in January – Bloomberg
The U.S. Poses a Bigger Danger Than China to Asia’s Markets – Bloomberg
Bitcoin Drops Below $8,500 as Cryptocurrency Misery Continues – Bloomberg

Deutsche Bank posts $2.75 billion Q4 earnings loss, blames U.S. tax reform – cnbc



Thursday 02/01

Business Live – guardian

Apple Forecast Falls Short After iPhone Sales Miss Estimates – Bloomberg
Amazon Sales Surge During Best Holiday Quarter Growth Since 2009  – Bloomberg
Oil Gets Back in the Groove as Goldman Leads Bullish Forecasts – Bloomberg
Bridgewater Unveils Its Biggest Short In Years –  Zerohedge
Hedge Funds Just Had Their Best Year Since 2010 – Bloomberg
Bitcoin slides as Facebook ad ban, India clampdown unnerve investors – Reuters
US Manufacturing Drops (Or Rises) In January As New Orders, Jobs Plunge (Or Surge) –  Zerohedge
Bitcoin’s Big Wipeout Erased $44 Billion of Value in January – Bloomberg

Goldman Sachs raises oil price forecasts on speedy market rebalancing – Reuters
The Best And Worst Performing Assets Of January 2018  –  Zerohedge
U.K. Manufacturing Growth Unexpectedly Slows as New Orders Ebb – Bloomberg
No bull market ahead for commodities, Wells Fargo says – cnbc
Euro-Area Manufacturers Start Year With Near-Record Momentum – Bloomberg
GERMANY: Manufacturing sector shows sustained strong growth at start of 2018 – markit
China’s Domestic Stocks Slide, Heading for Worst Week Since 2016 – Bloomberg
Former IMF chief economist Ken Rogoff on the next financial crisis and the future of bitcoin – businessinsider
Caixin: China’s factory activity steady in January – Marketwatch



Wednesday 01/31 – Fed Day

Business Live – guardian
Daily Briefing: May bats back leadership doubts – Reuters

Yellen’s Final FOMC: Hawkish Fed Sees “Solid” Inflation, Spending, Investment Signals – Zerohedge
‘Soft’ Survey Data Dumps In January, Chicago PMI Fades From 7-Year High – Zerohedge
Employment Costs in U.S. Match Fastest 12-Month Gain Since 2008 – Bloomberg

Treasury says it will issue additional $42 billion of new bonds, notes this quarter – Marketwatch

ADP Shows Big Job Gains In January In “Excruciatingly Tight Labor Market” – Zerohedge
Boeing shares jump 5% as company expects to crush record jet deliveries this year – cnbc
China’s Belt and Road Lending Set to Rise, Morgan Stanley Says – Bloomberg

Signs of Old Age Abound in a Bull Market Closing In on History – Bloomberg

Euro-Area Inflation Slowdown Highlights Uphill Battle for ECB – Bloomberg
SNB Equity Holdings Rise to Record 21% of Portfolio: Chart – Bloomberg

German jobless claims fall more than seen again – Marketwatch
Will FOMC Boost the Dollar – bk
Bitcoin Heads for Worst Monthly Slide Since December 2013 – Bloomberg
These are the 2 biggest reasons for a weaker U.S. dollar – Marketwatch
Britain Has Lost Its Bearings on Brexit – Bloomberg
German retail sales pull back sharply in December – ft
Dollar dashboard 2018: Blinking red – Reuters
Forget Stocks, Look At EU Bonds – They Are The Real Problem – Zerohedge
Five Things You Need to Know to Start Your Day – Bloomberg
Australia’s patchwork inflation picture underlines the RBA’s challenge on interest rates – businessinsider
Here’s what economists are saying about Australia’s inflation report – businessinsider
Japan Factory Output Surges in December on Strong Exports – Bloomberg
Trump urges Congress to help stimulate $1.5 trillion in infrastructure spending – Reuters
Trump touts a ‘new American moment’ in first State of the Union address – businessinsider
Trump asks Congress to pass legislation making sure US aid ‘only goes to America’s friends’ – businessinsider
Chinese manufacturing weaker than expected in January – cnbc



Tuesday 01 /30 

Eurozone GDP: France posts strongest annual growth since 2011 – business live – guardian

Mnuchin: “I Absolutely Support A Strong Dollar Over The Longer Term” – Zerohedge
Eurozone: solid growth seen across multiple sectors, ECB to raise rates in 2019 – Wells Fargo – fxstreet
On Closer Inspection Your Blockchain ETF May Just Be a Tech Fund – Bloomberg

German Inflation Slowdown in January Highlights ECB Dilemma – Bloomberg

Amazon, Berkshire, JPM to partner on cheaper healthcare for staff – Reuters

VIX Hedging Proves Timely as Record Stock Rally Shows Fatigue – Bloomberg

Iceland’s New Leader Wants ‘Strict’ New Currency Regime  – Bloomberg

Euro-Area Economy Posts Strong 2017 Finish Buoyed by ECB Easing – Bloomberg

Analysts Are Upgrading Global Earnings at a Breakneck Pace – Bloomberg
Trump’s Agenda Faces Tough Fiscal Reality After State of the Union – Bloomberg
Spain Contained Impact of Catalan Crisis to Extend Recovery – Bloomberg
Five Things You Need to Know to Start Your Day – Bloomberg
French Economy Sustains Momentum, Has Best Year Since 2011 – Bloomberg
Japan Consumer Spending Softens, Labor Market Remains Tight – Bloomberg
GOLDMAN SACHS WARNS: There’s a ‘high probability’ of a stock market correction in the coming months  – businessinsider




Monday 01/29

Business Live – guardian

Dow drops more than 170 points on rising rate fears in biggest decline of the year so far – cnbc
Everything you need to know: Trump’s 2018 State of the Union address – politico
Wealth in this Asian country grew by 210% in the last 10 years — and it’s not China – Marketwatch
European funds AuM raises by €1trn – fundseurope

Rising interest rates knock stocks, but this isn’t the big move that will kill the rally – yet – CNBC
Markets are waging a tug-of-war between record earnings and rate hike worries – cnbc
It’s Getting Harder for S&P 500 to Elude Bond Market’s Violence – Bloomberg
Why the emerging-market bond boom could suffer from Trump’s tough trade talk – Marketwatch
Americans Cut Savings to a 12-Year Low – Bloomberg
These Bond Bulls Say They’ll Have Last Laugh as U.S. Yields Soar  – Bloomberg
Foreigners Pile Into Nigerian Stocks, New York ETF as Oil Climbs – Bloomberg
Colombia Cuts Policy Rate to 4.5% to Bolster Fragile Recovery – Bloomberg

US Savings Rate Hits Crisis Lows Amid Soaring Credit Card Debt – Zerohedge
U.S. Consumer Spending Rose in December While Saving Rate Dipped – Bloomberg
‘50 Cent’ Grabs Even More Protection Against U.S. Stock Selloff – Bloomberg
Goldman Thinks This Fed Meeting May Not Be a Sleeper After All – Bloomberg
Why Is the Dollar Weak? Because the Rest of the World Is Strong – wsj
Tax overhaul will have a limited effect on U.S. economy, Moody’s says – Marketwatch
Fed to take a step toward a March interest-rate hike – Marketwatch
Blame bitcoin’s crash on these sharp new players – Marketwatch
SOTU 2018 Preview – Trump Will Kickstart The End of Chimerica; What This Means For Markets – Zerohedge
Traditional market trends are broken and it’ll only get worse, strategist warns – cnbc
Here’s What to Look for in Tech Earnings This Week – Bloomberg
The ECB and the euro are the only glue holding parts of Europe together – cnbc
The sudden slowdown in the Bank of Japan’s bond buying program, in one chart – businessinsider
German Five-Year Yield Rises to Highest Level in Over Two Years – Bloomberg
Yields are looking to be the ‘break out’ story on the day – forexlive
Davos Elite Eyes M&A Across Europe’s Struggling Banking Industry – Bloomberg
Trump hints at fight over $1 trillion trade with Europe – cnn
India issues 7.5% growth forecast – BBC
Robot Invasion Will Widen U.K.’s North-South Economic Divide – Bloomberg
This chart underlines the risks facing global stocks as money printing comes to an end – businessinsider
Euro Area Looks Strong But Weak as Economy Powers On in 2018 – Bloomberg
Why Canada is the next frontier for shale oil – Reuters
$530 million cryptocurrency heist may be biggest ever – cnn
AU: Deloitte says interest rates won’t move in 2018 – businessinsider
Euro Area Looks Strong But Weak as Economy Powers On in 2018 – Bloomberg
Japan’s Central Bank Sees No Need to Mint a Digital Currency – Bloomberg
The dollar’s terrible week is a warning of what could come if Trump’s team missteps on trade – cnbc
Hedge Funds Are Betting Big on Oil – Bloomberg
‘50 Cent’ Is Buying Up Big on March VIX Calls – Bloomberg

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