Weekend 11/30 & 12/01
China will not resort to quantitative easing: PBOC governor – Reuters
South Korea November exports plunge as China-U.S. deal still in dark – Reuters
China’s factory activity unexpectedly returns to growth in November – Reuters
Black Friday shoppers stay away from stores, make $7 billion-plus splurge online – Reuters
QE Or Not QE? Here Is The Market’s Answer In One Simple Chart – Zerohedge
Japan government mulls over $92 billion stimulus package to spur growth: Nikkei – Reuters
China Braces For December D-Day: The “Unprecedented” Default Of A Massive State-Owned Enterprise – Zerohedge
Friday 11/29
European Equities On Track For Their Best Year Since 2009 – Zerohedge
Thursday 11/28
Business Live – guardian
Chinese Business Live -scmp
German inflation slightly up in November – Reuters
Argentine local bonds tumble ahead of index removal, Templeton may face losses – Reuters
China lashes out after Trump signs bills supporting Hong Kong protesters – Marketwatch
Wednesday 11/27
Chinese industrial profits tumble as trade war bites – business live – guardian
BBC Business Live – bbc
Hang Seng Index seesaws despite US-China trade talks optimism – live news – scmp
International stocks to outperform U.S. in 2020: investors – Reuters
U.S. economy growing modestly, labor market still tight: Fed report – Reuters
Durable Goods Orders Rebound Bigly In October, CapEx Proxy Surges – Zerohedge
US GDP rose 2.1% in the third quarter, vs 1.9% reading expected – cnbc
Deutsche Bank sells $50 billion in assets to Goldman Sachs amid overhaul: source – Reuters
European shares hit four-year high on fresh U.S.-China trade deal hopes – Reuters
A Hong Kong stock just plunged 76% in 30 minutes – businessinsider
China’s heft in stock benchmarks stirs worries of concentration risk – Reuters
China’s industrial profits plummet 9.9 per cent in October in biggest fall in eight years – scmp
Tuesday 11/26
Business Live – guardian
BBC Business live – bbc
With MSCI quadrupling China A shares’ weighting in its global benchmarks, fund managers expect inflows of US$7 billion – scmp
Disney+ is adding nearly a million new subscribers a day, according to research firm – Marketwatch
A $20 Trillion Problem: More Than Half Of China’s Banks Fail Central Bank Stress Test – Zerohedge
China Faces Biggest State Firm Offshore Debt Failure in 20 Years – Bloomberg
Alibaba shares jump 8% in debut on Hong Kong stock exchange – Marketwatch
Brazil’s real down on wider current account gap; Mexico’s peso slips on weak GDP data – Reuters
Monday 11/25
German business confidence rises; Hong Kong shares surge – business live – guardian
Chinese Markets Live – scmp
Chicago Fed “Index Suggests Economic Growth Slowed Further in October” – calculatedriskblog
No ‘phase two’ U.S.-China deal on the horizon, officials say – Reuters
Is China starting to let its state-owned enterprises default on its debt? – forexlive
Key Events In The Holiday Shortened Week – Zerohedge
Schwab bulks up for fee war with $26bn TD Ameritrade deal – ft
Louis Vuitton buys jeweller Tiffany for $16bn – bbc
LVMH agrees $16.2 billion deal for jeweler Tiffany – Reuters
China and U.S. ‘very close’ to phase one trade deal – Global Times – Reuters
Chart of the week – FIDELITY