TOP NEWS – Week 05/11 – 05/17

Weekend 05/16 & 05/17
Martin Armstrong Warns Of The Coming Crash Of All Crashes – Zerohedge
Stephen King Warns “The Second Great Depression Only Postponed, Not Avoided” – Zerohedge
Greece Will Default On June 5 Without Deal, IMF Leaks – Zerohedge
DHVW: a US Equity Strategy ETF by Diamond Hill – etftrack
SCIX: new Multi Factor Asia ex-Japan Equity ETF by Global X – etftrack
SCIU: new Multi Factor US Equity ETF by Global X – etftrack
SCIJ: new Multi Factor Japan Equity ETF by Global X – etftrack
SCID: new Multi Factor Europe Equity ETF by Global X – etftrack
Don’t pile into this sector of the market until we’re heading for a recession – businessinsider
HSBC WARNS: The world economy faces a ‘titanic problem’ – businessinsider



Friday 05/15

Business live – guardian
China Creates Perpetual Leverage Machine After Dropping Debt Directive – Zerohedge
Global Trade Is “In The Doldrums”, BofAML Says – Zerohedge
Massively Levered Beta: Tepper Adds $1.3 Billion, Or 33% Of Long Equity AUM, In SPY, QQQ Calls – Zerohedge
US Farmers In “Dire Straits”: JPM Warns Of Imminent Liquidity Crunch – Zerohedge
Crude Pops-And-Drops As Rig Count Decline Slowest In Over 6 Months – Zerohedge
When Europe Gets Greece’s Jingle Mail: Dealing With Default – Zerohedge
UMich Consumer Sentiment Crashes As Surging Gas Prices Trump Stock Record Highs – Zerohedge
US Industrial Production Weakens For 5th Month – Longest Streak Since Great Recession – Zerohedge
Former Australian leader: We’re about to see a world with ‘2 Asias’ – businessinsider
Empire Manufacturing Misses For 4th Month In A Row As Spending Outlook Plunges To 15-Month Lows – Zerohedge
China stocks slump on IPO concern, Hong Kong holds steady – Reuters
Malaysia Q1 GDP grows 5.6% – Marketwatch
More on China’s falling realty investment – macrobusiness
China’s foreign direct investment jumps in April – Marketwatch
EUR/USD: Is Rebound Overdone? – BTMU – efxnews
Is It Time For Tactical USD Shorts? – Morgan Stanley – efxnews



Thursday 05/14

Bank of England governor: don’t blame foreign workers for weak productivity – live updates – guardian
Saudis Declare Victory Over Shale Just As US Oil Production Jumps, Bakken Wells Hit Record – Zerohedge
Why Wall Street investors and Chinese firms are buying farmland all over the world – vox
Wholesale Deflation Strikes US Economy: April PPI Has Biggest Annual Drop In 5 Years – Zerohedge
Four Drivers of Interest Rate Volatility – pimco
Jobless Claims Collapse Near 42 Year Low, But Texas Turmoils – Zerohedge
EUR/USD, GBP/USD: Timing Is Everything – Deutsche Bank – efxnews
The Most Wonderful Time of the Year (for Japanese Equities) – wisdomtree
Dollar Nears Three-Month Low Against the Euro – wsj
No Mercy For The Dollar as Market Loses Faith – bk
The Biggest Surprise of the Bond-Market Rout – Bloomberg
The epic rout in global bonds won’t last —but it is a central bank success story – telegraph
The €1 Trillion Eurozone Bond Oscillation – wsj
German Bond Selloff Pushes Yield Curve to Steepest in 5 Months – Bloomberg
RBA ‘must be crying into their cornflakes’ over Australian dollar surge – theage
Weakening dollar may boost second-quarter earnings – Marketwatch

BRICS Bank Invite to Greece Has Jim O’Neill Thinking It’s a Joke – Bloomberg
China’s rising middle class will create opportunities the world has never seen before – businessinsider
Don’t Call A Top In Euro Until This Happens – SocGen – efxnews
Brexit – what would happen if Britain left the EU? – guardian
Shale-oil producers ready to raise production – Marketwatch

AUSTRALIA: Moody’s warns on housing bust – macrobusiness
Chinese Iron Ore Prices Plunge After CISA Warns Of Persistent Overcapacity – Zerohedge
Indonesia Needs New Strategy To Secure Medium-Term Growth – emergingequity
China launches QE – macrobusiness
MSCI India index rejig may increase inflows from passive foreign funds – economictimes
The Central Bank of Switzerland Announces a Huge Loss: Would the Fed Ever Be This Honest? – libertylaw
How will we cope with another downturn? – economist


Wednesday 05/13

Eurozone GDP: France and Italy beat forecasts but Germany slows – live – guardian
Eurozone GDP Live – wsj
30Y Treasury Yield Retraces 50% Of 2014 Plunge – Zerohedge
ETF Issuers Quietly Prepare For “Market Meltdown” With Billions In Emergency Liquidity – Zerohedge
Who Supplies The Apple Watch: UBS – barrons
Bond Bloodbath? Putting The Jump In Rates Into Perspective – Zerohedge
Euro-Area Bond Selloff Abates as Sales Show Life in Market Yet – Bloomberg
The decline in S&P 500 leverage is unprecedented – businessinsider
The US Is In Recession According To These 7 Charts – Zerohedge
Q2 GDP Forecast Cut To 0.7% By Atlanta Fed – Zerohedge
Rage against the machine: Merrill takes on Atlanta Fed’s ‘nowcast’ – Marketwatch
US Retail Sales Hint At Recession, Weakest Since Financial Crisis – Zerohedge
China imposes $160bn municipal bonds for debt swap – ft
Bank of England cuts UK growth forecast to 2.5% for 2015 – cnbc
Greece is in recession again – businessinsider
ETF Assets Set to Overtake Hedge Funds This Year – Bloomberg
EUROPE Industrial production down by 0.3% in euro area- europa
EUROPE GDP up by 0.4% in the euro area and the EU28 – europa
UK unemployment falls to 1.83m – bbc
Maersk shipshape amid ‘slow moving’ economy – cnbc
French consumer prices up slightly on month – Marketwatch

German inflation picks up in April – Marketwatch

Germany’s GDP up 0.3% in the 1st quarter of 2015 – destatis

French Economy Beats Forecasts With Fastest Growth Since 2013 – Bloomberg
Deutsche Telekom net profit down, but revenue up – Marketwatch
China’s industrial output growth accelerates – Marketwatch
EUR/USD: Range Breakout Needed – JP Morgan – efxnews
MSCI sets date for decision on Chinese stocks – Marketwatch


Tuesday 05/12

Greek liquidity fears grow as EU finance ministers meet – live updates – guardian
Is This Company’s 74% Surge In The Past Week Confirmation That Grexit Is Imminent? – Zerohedge
Rental Armageddon Continues – Zerohedge
Why Germany won’t be in charge of Europe forever – businessinsider
Second Largest Coal Miner East Of The Mississippi Files For Bankruptcy: 4000 Patriot Coal Jobs In Peril – Zerohedge
Verizon to buy AOL for $4.4 billion – cnbc
Central Planning + HFT = Global Bond Crash – Zerohedge
Euro Debt Rout Deepens as Commerzbank Says Don’t Be a Hero Yet – Bloomberg
Bonds Extend Global Decline as Goldman Warns on Long-Term Debt – Bloomberg
Euro Area Hits Cruising Speed as ECB Stimulus Adds to Momentum – Bloomberg
Greece raids IMF emergency account to avoid unprecedented default – telegraph
Japanese Govt Bonds Are Crashing After Weakest Auction Since Lehman – Zerohedge
INDIA: Worries over delay in land, tax reforms spook shares – Reuters
Why HSBC Downgraded India To Sell – barrons
Sensex shrinks nearly 600 points; Nifty sheds over 180 points; rupee down to 64.18/$ – economictimes
India: El Nino Forming, Landmark Reform Bills Postponed, The Perfect Storm – barrons
China a high-risk trade, long-term bets from FIIs still on India: Experts – economictimes
Indonesia Bond Losses Are Double Those of Other Emerging Markets – Bloomberg

Demographic Devastation: Italy’s Birth Rate Drops To 150 Year Low – Zerohedge
More on Chinese property bifurcation – macrobusiness
Commodities hit bonds again – macrobusiness
Greek drama? More like ‘The Kardashians’: Analyst – cnbc
EUR: Eurogroup Statement Fails To Provide Clarity On Greece – BNPP – efxnews
MAT worries, weak rupee, poor earnings may lead to Sensex falling up to 5% by May-end: ET Poll – economictimes

PIMCO’s Asset Allocation Views: Favor Moderate Risk Positioning – pimco



Monday 05/11

Eurozone finance ministers meet ahead of Greek debt deadline – live updates – guardian
High Yield ETFs Continue to Benefit with Strong Inflows in April – db
China: Record IPO Lock-Up Last Week; Another Wave Coming – barrons
China’s Banks Obscure Credit Risk, Face “Insolvency” In Property Downturn, Fitch Says – Zerohedge
Fitch: Rapid Credit Growth Raises Doubts on China’s Debt Sustainability – fitch
30Y Treasury Yield Tops 3.00% For Only 2nd Time In Over 5 Months, Stocks Slide – Zerohedge
Treasury yields reach 5-month high – Marketwatch
No Deal: Eurogroup Concludes Meeting On Greece, No Further Fund Disbursement – Zerohedge
Eurogroup statement on Greece – europa
“Huge Disconnect Between Physical & Futures” Suggests Commodity Rally Won’t Last, Barclays Warns – Zerohedge
David Cameron may bring EU referendum forward to 2016 – guardian
Chinese smartphone market, world’s largest, shrinks in first-quarter: study – Reuters
The Lessons for Greece’s Economy From 70 Currency Union Breakups – Bloomberg
Is the meltdown in German bunds over? – BBH – fxstreet
Why Europe’s upbeat earnings are not just down to euro – cnbc
The road ahead for Indian markets – Reuters
DTZ Agrees to Buy Cushman & Wakefield for $2 Billion – nyt
China has become the world’s top buyer of crude oil and nearly every other commodity – Reuters
Greece’s latest payment deadline is in 24 hours — and Athens is desperate for positive news from Europe – businessinsider

Top 3 reasons Sensex is up nearly 300 points today – economictimes
During One Hour Every Day, China’s Stock Rally Falls Apart – Bloomberg
Economists React: China’s Rate Cut Is a Stone Aimed at Many Birds – wsj
China rate cut: How bad are things getting? – cnbc
How strong are China’s property greens shoots – macrobusiness
China using quantitative measures, not QE – globaltimes
Key Events In The Coming Week – Zerohedge
Schedule for Week of May 10, 2015 – calculatedriskblog
IMF Preparing Greek Default Contingency Plan – Zerohedge

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