TOP MARKETS NEWS: Week 03/25 – 03/31

Weekend 03/30 & 03/31

Inflection Point: Chinese Mfg PMI Jumps Back Into Expansion After 5 Months In Contraction – Zerohedge
China will continue to suspend extra tariffs on U.S. vehicles, auto parts – Reuters 
Explainer – Breaking the deadlock over Brexit: Is Britain heading for a general election? – Reuters 
Xi Reportedly “Wary” Of Trump Summit As Beijing Refuses To Budge On Tariffs – Zerohedge
Stocks End Q1 With Best Start In 21 Years As Earnings & Bond Yields Plunge – Zerohedge



Friday 03/29

Markets rally as US holds ‘constructive talks’ with China over trade war – business live – guardian

Kudlow Calls For “Immediate” 50bps Rate-Cut, Signals Imminent Recession – Zerohedge
Lyft Surges 20% From IPO Price On Market Debut After “Lightning Start” – Zerohedge
Global pharma giant AstraZeneca strikes $6.9 billion deal to expand cancer portfolio – cnbc
US Income, Spending Disappoint As Fed’s Favorite Inflation Signal Weakens – Zerohedge
Huawei Sales Hit Record $100 Billion Despite Year of Setbacks – caixinglobal

China’s economy shows early signs of recovery, many expecting bottom-out in Q2 – yuantalks

Asian stocks advance as U.S., China resume trade talks – Marketwatch
U.S., China resume trade talks in Beijing after ‘productive working dinner’ – Reuters
More signs point to warming property market in China – yuantalks



Thursday 03/28

Business Live – guardian

Albert Edwards: “Prepare For Huge Market Moves” – Zerohedge
How Turkey Committed Financial Suicide – Zerohedge

OPEC struggles to keep Russia on board with oil cut, may offer shorter extension – Reuters
U.S. fourth-quarter GDP revised down; profits weak – Reuters
Where on earth does Brexit go now? – ing

Bond yields on the canvas, Turkey’s lira on the ropes – Reuters
Deutsche Bank shares slide on report of capital raising for merger with Commerzbank – cnbc
Saudi Aramco reportedly plans to issue $10 billion bond, opening books for the first time – cnbc
JPMorgan to Cut Hundreds of Jobs After Staffing Review – Bloomberg



Wednesday 03/27

Business Live – guardian

“I’ve Never Seen A Move Like This In The 21 Years I’ve Been Watching This Market” – Zerohedge
Negative earnings growth will weigh on economy: Morgan Stanley – yahoo
‘This is a serious recession warning in the German economy’ – businessinsider
US Trade Deficit Shrinks By Most in 10 Years As China Gap Tumbles – Zerohedge
ECB studying tiered deposit rate to alleviate banks’ plight: sources – Reuters
German Bond Yields Tumble Below Japan’s, US Yield Curve Crash Continues – Zerohedge
Curve inversions and recession talk are rife, but this time may be different – businessinsider
German Semiconductor Giant Slashes Revenue Growth Outlook By 50% – Zerohedge
Saudi Aramco Buying 70% Of SABIC In $70 Billion Cash Injection For Mohammed bin Salman – Zerohedge
Chinese industrial profits are falling sharply – Marketwatch
New Zealand’s central bank says it may cut rates again – Marketwatch



Tuesday 03/26

German consumers and French factory bosses become gloomier – business live – guardian

‘There’s no way’ we’re headed for recession—five experts on the bond market’s warning sign – cnbc
Brexit options facing UK lawmakers in six graphics – ing
Here’s what companies would do if regulators restricted stock buybacks – yahoofinance
Curve Inversion Is Bad, But It’s The Steepening After That Kills  – Zerohedge
US Home Price Growth Slowest Since 2012 – Zerohedge
Housing Rebound Hopes Hammered As Starts/Permits Plunge In March – Zerohedge
US auto sales are falling, and cars are more expensive than ever – cnbc

The inverted yield curve will cause asset bubbles not recession, economist says – businessinsider
Turkish Lira Flash Smashes Amid Historic Short Squeeze – Zerohedge
The Wall Street expert who called the last stock meltdown explains how investors are falling into a potentially catastrophic trap – businessinsider
Asian markets mostly gain after Monday’s slide – Marketwatch

Samsung warns of earnings miss, due partially to weaker chip sales – Marketwatch



Monday 03/25

Recession fears hit global markets, but German morale improves – business live = guardian

Foreigners Dump Most Chinese Stocks On Record As Rally Fizzles – Zerohedge
Flattened yield curve reason to be nervous, but U.S. economy solid: Fed’s Evans – Reuters

Positive German data tempers equity selloff, lifts bond yields – Reuters
Key Events This Week: Brexit, Trade Talks And Inflation – Zerohedge
Asian markets tumble on recession fears, Nikkei slides 3% – Marketwatch
The US bond yield curve has inverted. Here’s what it means – cnbc