TOP NEWS: Week 02/06 – 02/12

Weekend 02/11 & 02/12

Wall Street is pouring money into oil and gas – businessinsider
Chinese Companies Rush In With Nearly $2 Trillion Where Bankers Fear to Lend – wsj
British millennials are £2.7 trillion poorer because of deliberate decisions taken by their parents’ generation – businessinsider
Recession Alert: Treasury Receipts Turn Negative For The First Time Since The Financial Crisis – Zerohedge


Friday 02/10

Markets boosted by Trump’s ‘phenomenal’ tax pledge – business live – guardian

Economists: Le Pen Victory Would Lead To “Massive Sovereign Default”, Global Financial Chaos – Zerohedge
Trump Says New Immigration Action Coming: “You’ll Be Seeing Something Next Week” – Zerohedge
The Chart Larry Fink Thinks Is “Horrifying” – Zerohedge

Fitch: The Trump Administration Poses Risks to Global Sovereigns – fitch

Deutsche Boerse warns against hasty changes to U.S. banking rules – Reuters

Consumer Confidence Tumbles As Democrats’ “Hope” Plunges Near Record Lows – Zerohedge
Worrying options – Reuters
Trump’s Revived Tax Agenda May Not Be Enough for Inflation Bonds – Bloomberg

Zero interest rates in Europe: between the marginal benefits of money and the limits of monetary policy – europa

Hundreds of thousands rally in Iran against Trump, chant ‘Death to America’: TV – cnbc
Citigroup Says Keep Calm and Carry On Buying Equities – Bloomberg
ECB needs to take rate cuts off the table: Mersch – Reuters
U.K. Industry Posts Better End to 2016 Than First Estimated – Bloomberg
Italy’s Industry Output Unexpectedly Rises Amid Growth Optimism – Bloomberg
WTI rebounds sharply as IEA ups 2017 global demand forecast – fxstreet
Global oil demand improves but slowdown still forecast for 2017: IEA – cnbc

Trading volumes are crashing at China’s 3 biggest bitcoin exchanges – Reuters
Euro zone, IMF reach agreement on a common stance on Greece: official – Reuters
Greece Lashes Out At IMF – Zerohedge
5 Things You Need to Know to Start Your Day – Bloomberg
The company behind Durex and Dettol just confirmed a $17.9 billion deal to buy a US baby milk maker – businessinsider

European Companies Face Uncertainties in Pursuing Profitable 2017 – wsj
China Faces Liquidity Test as $151 Billion Set to Exit System – Bloomberg
RBA sees inflation returning back to the band – businessinsider

Nikkei soars, other Asian markets gain on Trump’s tax-reform remarks – Marketwatch
Goldman Sachs warns investors to brace for a looming trade war with China – Marketwatch

China Exports Surge Ahead of Trade Friction Risk With Trump – Bloomberg



Thursday 02/09

Investors turn to ‘safe haven’ gold as political tensions heighten – business live – guardian

Chinese Banks Begin To Raise Mortgage Rates – zerohedge
Treasury Nominee Vows No Tax Cut for Rich. Math Says the Opposite – nyt
California Farmers Backed Trump, but Now Fear Losing Field Workers – nyt
Do You Need to Worry About Trump’s Reforms? It Depends – nyt
What India’s Demonetization Means for Investors – Bloomberg
Peso Jumps After Banxico Hikes Rates 50bps (As Expected) – Zerohedge

Forget Trump: The Reason For The Economic Boom Is Totally Different, And Deutsche Says It Is About To End – Zerohedge

Killing Dodd-Frank before the rules are even fully written – cnbc
Credit Markets: Companies Race to Refinance Debt – wsj

Trump Says He Will Announce “Something Phenomenal On Taxes In Next 2-3 Weeks” – Market Turmoils – Zerohedge
Greece Stares at Jobless Blight IMF Sees Lasting Decades: Chart – Bloomberg
Should Greece stay or should it go? Analysts divided on whether Greece will exit euro – cnbc
Twitter Tumbles as Pace of Revenue Growth Slows to 1 Percent – Bloomberg
Bundesbank Has Completed Gold Repatriation From New York Fed, Three Years Ahead Of Schedule – Zerohedge
Greece should quit eurozone, get debt relief, German party leader says – kathimerini
German Exports Break Record as Trump Targets Trade Balance – Bloomberg

Monte Paschi’s Debt Hangover: Vineyards in Tuscany It Can’t Sell – Bloomberg

Commerzbank profit hit by by bad-loan provisions – Marketwatch

Time To Panic In Australia – zerohedge
Deutsche Bank Analysts Say Time to Short CMBS as Retailers Ail – Bloomberg
New Zealand central banker warns Trump could trigger U.S. inflation – Marketwatch
Five Major Risks Investors Think You Should Worry About – Bloomberg
China Has Got the Yuan in a Sweet Spot – Bloomberg



Wednesday 02/08

Greece in focus as investors fear fresh crisis – business live – guardian

We’re entering the next phase of the currency cold war – businessinsider
World’s Biggest Shipping Company Voices Alarm at Trump Trade War – Bloomberg
A recession indicator mysteriously sprang up in January, and analysts don’t know why – cnbc
China Should Allow Three or More Children: Top Demographer – Bloomberg
Goldman Sachs is folding its London hedge fund operations and moving staff to the US – Reuters
Germany Denies Media Report About G20 Push for Tighter Monetary Policy – nyt
Hedge fund giant warns Trump may be a risk to democracy and markets – cnbc
Dutch Say Greek Program Involvement Hinges on IMF Support – Bloomberg
Economic costs of immigration ruling outweigh its security benefits, ex-US CTO says – cnbc
Analysts react to the RBNZ decision – forexlive
A $200 billion investor just made ‘a special decision,’ and it highlights a huge risk in the stock market – businessinsider
How the ECB’s purchases have changed European bond markets – ft

OPEC Ministers Say the Market Might Need More Oil Cuts – Bloomberg

Worries Grow Over Euro’s Fate as Debts Smolder in Italy and Greece – nyt
Greece’s crisis flare-up couldn’t come at a worse time — for France – businessinsider
Greece’s Never-Ending Fiscal Drama – wsj
This Is Why Investors Are Suddenly Worrying About Greece Again – Bloomberg
Greece Hits Back Against IMF as Bond Market Remains Spooked – Bloomberg

BOJ’s government bond holdings top 40% for 1st time – Nikkei – fxstreet

Brexit will leave Britons more than $4,000 poorer, says MIT professor – cnbc

UK: Expect a hard Brexit to be delivered over next 2 years – Nomura – fxstreet
Optimistic on equities in India, expect over 18% earnings growth: Mark Matthews, Julius Baer – economictimes
Trump’s E.U. Ambassador Pick: Greece Will Ask to Leave Euro Zone – handelsblatt
India Jolts Markets By Keeping Rates Unchanged, Signaling End To Easing Cycle – Zerohedge
Five Things You Need to Know to Start Your Day – Bloomberg
Crude is getting crushed – businessinsider
Something that ‘usually only happens in recessions’ is popping up in the US economy – businessinsider
FED’S KASHKARI: There are a few simple reasons why I voted to keep rates on hold – businessinsider



Tuesday 02/07

IMF split over Greek bailout increases geopolitical tensions in Europe – business live – guardian
Live: BP shares fall after earnings at oil giant hit a 10-year low – cnbc

Demand for Treasuries Is Now a ‘Made in the U.S.A.’ Phenomenon – Bloomberg
Pharma/Biotech Shares Tumble On Trump Headline – Zerohedge

ETF usage snowballs with record start to the year – Marketwatch
Houses are the least affordable they’ve been in seven years: Here’s why – cnbc

Expropriation And Impoverishment: “Capitalist” Greece & “Socialist” Venezuela – Zerohedge
Rainy Day Funds Show States Are More Vulnerable to Next Downturn – Bloomberg

Smaller December U.S. Trade Deficit Caps Worst Year in Four – Bloomberg

Euro set for biggest daily fall of 2017 vs dollar – Reuters

Greek Two-Year Yields Approach 10% Amid IMF Standoff With EU – Bloomberg
IMF says Greece needs to lower pensions, cut tax rates – Reuters
German Industrial Output Unexpectedly Falls Most in 8 Years – Bloomberg
Trump’s $1 Trillion Plan May Buy Less Metal Than You Think – Bloomberg

China Forex Reserves Fall Below $3 Trillion for First Time Since February 2011 – Bloomberg 

BNP Paribas profit more than doubles – Marketwatch
RBA’s Hawkish Tilt Reflects Governor on Alert for Asset Bubbles – Bloomberg



Monday 02/06

Business live – guardian

Malaysia’s Ringgit Crackdown Spooks Overseas Investors – Bloomberg
A Bright Idea for Hedge Fund Managers: Do Nothing – wsj
Moody’s warns growing debt weighs on Mexico’s rating – Reuters
Bond King Says the U.S. Economy Is Headed for Recession – fortune
ECB sees seeds of next crisis in Trump deregulation plan – Reuters

Gold Climbs to Two-Month High on Concern About Trump’s Policies – Bloomberg

US bond yields drop as inflation prospects fade – ft
America’s Biggest Companies Are Slashing Jobs At The Fastest Rate Since The Financial Crisis – Zerohedge
Mario Draghi: “Equity Prices Are In Line With Fundamentals”; SocGen Disagrees – Zerohedge
Goldman Sachs roll back their excitement for Donald Trump after unpredictable chaos of his first two weeks as President – independent
Gross: “Without QE From ECB And BOJ, The U.S. Economy Would Sink Into Recession” – Zerohedge
Hedge Funds Are Ditching the Dollar as the Trump Trade Capsizes – Bloomberg

We’re going to have a dollar collapse like the 1980s, analyst says – cnbc

Eurozone economy quietly outshines the US – ft
The French election that really matters-And it’s not the one to choose a president – politico

German Factory Orders Surge Most Since 2014 on Investment – Bloomberg

Draghi Takes Case for QE to Brussels as Politics Keep Risks High – Bloomberg

Key Events In The Coming Week – Zerohedge
India weighs up the return on cash handouts for the poorest – guardian
Japan overall wage growth slows in December – Marketwatch
Indonesia’s Economy Grows Less Than Forecast on Spending Cut – Bloomberg
I.M.F. to Talk of Greek Bailout, and Trump Will Meet Japan’s Leader on Trade – nyt
America’s Asia Allies May Face Biggest Currency Reversal – Bloomberg

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