TOP NEWS: Week 08/31 – 09/06

Weekend 09/05 & 09/06

China’s Central Bank Chief Admits “The Bubble Has Burst” – Zerohedge
The IMF Just Confirmed The Nightmare Scenario For Central Banks Is Now In Play – Zerohedge
Why Jim Rogers Has Given Up on His Investments in India – nasdaq



Friday 09/04

Jittery markets fall ahead of US jobs report – business live – guardian
Danger Ahead? The Surge In Emerging Market Private Debt – barrons
For “Fearful, Erratic Markets”, China’s Reserves Are The New Risk-On/Off Trigger: Goldman – Zerohedge
The Best VIX ETFs Are Also the Most Dangerous – Bloomberg
“This Time May Be Different”: Desperate Central Banks Set To Dust Off Asia Crisis Playbook, Goldman Warns – Zerohedge
What Does It Mean If The Fed Hikes… And If It Doesn’t – Zerohedge
The Fed’s election-defining decision – politico
Fallout From Petrodollar Demise Continues As Qatar Borrows $4 Billion Amid Crude Slump – Zerohedge
Goldman: “No Rate Hike In September” – Zerohedge
August Payrolls Miss, Rise Only 173K, Even As Prior Revised Higher; Hourly Earnings Rise More Than Expected – Zerohedge
Pimco Sees Bernanke-Style Saver Glut Capping 10-Year Yield at 3% – Bloomberg
German Factory Orders Fell in July in Sign of Bumpy Recovery – Bloomberg

Latest Political Drama Puts Brazil On Path To Becoming Latin America’s Greece – forbes
Top Philippine Fund Manager Doubles Cash Levels as Rally to End – Bloomberg

UBS Cuts Hong Kong Stock Target 25% as Black Sky New Reality – Bloomberg

China Stocks Sink in Hong Kong to Two-Year Low on Growth Concern – Bloomberg


Thursday 09/03

Markets rally ahead of ECB meeting, as eurozone growth picks up – business live – guardian
ECB live: What will Mario Draghi do to soothe market panic? – telegraph
How to make money in the coming economic ‘ice age’ – Marketwatch
Japan Stocks Saw The Biggest Weekly Outflow In Over A Decade – barrons
Only 6% Investors Think China Is Growing At 7%: Nomura – barrons
Investors Flee Emerging Markets For US, Europe – barrons
Stop blaming
China—the problem is bigger than that – cnbc
India Will Overtake France In 2017: Merrill – barrons
Saudi Arabia Just Cut Crude Selling Prices To The US, Europe And Asia – Zerohedge
US Services Economy ‘Solid’ In August – Signals September Hike Back On Table – Zerohedge
Bob Shiller Fears “Substantial Decline” Sees Dow ‘Fair Value’ Around 11,000 – Zerohedge
Draghi Just Made a Fed September Move an Even Longer Shot – Bloomberg
ECB flags beefed up QE as growth, inflation outlook fades – Reuters
Dovish Mario Draghi signals ECB willing to act on more QE – Marketwatch
Stocks Surge As ECB Expands QE Monetization Limits, Boost Purchase Threshold From 25% to 33% Per Issue – Zerohedge
Guatemala’s president quits, faces charges in graft scandal – Reuters
UK: Service sector expands at weakest rate in over two years in August – markit

Markit Eurozone Composite PMI – Solid increase in employment as output growth exceeds 4-year high – markit

Germany: Strongest rise in business activity since March – markit

France: Business activity growth eases to marginal pace in August – markit

ITALY: Service sector activity growth fastest in almost five-and-a-half years in August- markit

Riksbank strikes positive tone – ft
Sweden Keeps Rates Unchanged at a Record Low in Inflation Bet – Bloomberg
Markit Spain Services PMI: Growth of activity remains strong in August – markit

China’s capital outflow accelerates – macrobusiness

Japan August PMI survey shows services expand at fastest pace in almost two years – Reuters
Aussie Retail Sales Unexpectedly Fall, First Time in 14 Months – Bloomberg
Aussie Service sector grows again: AiG – macrobusiness
Korea Reserves Fall for Second Month in Sign of Won Intervention – Bloomberg



Wednesday 09/02
Global economy fears hit markets again – business live – guardian
China Scrambles To Enforce Capital Controls (Which Is Great News For Bitcoin) – Zerohedge
Germany Weighs the Costs of Asylum – Handelsblatt
To Citi, “The Failure Of ECB QE Looks Clear” And The Global Reserve Unwind Will Only Make It Worse – Zerohedge
Fed’s Beige Book finds wage pressure and China, dollar concerns – Marketwatch
Oil Triple Whammy: Inventory Build, Iran Nuke Deal Has Votes, & China Gives Venezuela $5 Billion Loan – Zerohedge
US Recession Looms As Factory Orders Plunge 9th Month In A Row – Zerohedge
How to Look at Emerging Market Equities If the Fed Raises Rates – wisdomtree
ADP Misses Again, Drops YoY For 7th Month In A Row – Zerohedge
DEUTSCHE BANK WARNS: The aftershocks of this market chaos could last for weeks, maybe months – businessinsider
“The Biggest Problems We Face Is That We’re All Flying Blind To A Large Degree” Warns Deutsche Bank – Zerohedge
What Declining Global Reserves Mean For Bond Yields: Goldman’s Take – Zerohedge
Japan’s trillion dollar pension fund stopped buying stocks and now the Nikkei is getting decimated – businessinsider
Industrial producer prices down by 0.1% in euro area – europa
Global Sigh of Relief for 113 Hours Without Manic China Markets – Bloomberg
Standard Chartered Predicts Six Months of Stagnation for Metals – Bloomberg
New Whale Seen Moving Tokyo Markets – Bloomberg
PBOC Seen Quitting Yuan Support by End-2015 as Reserves Shrink – Bloomberg

Australia’s Economy Slows on Exports Slump as China Woes Bite – Bloomberg
China is the scariest threat to stocks since 2009. Here’s why – cnn
You Call That a Recession? Economists on Canada’s Shrinking GDP – Bloomberg




Tuesday 09/01
Stock markets hit by weak Chinese factory data – business live – guardian
Volatile market crosses into a ‘different world’ – cnbc
Oil crash is killing more American jobs – cnn
ConocoPhillips announces massive layoffs – cnbc
Don’t Count on OPEC Cuts While Iran Plans to Go It Alone – Bloomberg
It’s China’s totalitarian bubble that’s bursting – cnbc
Brazil’s Epic Era of Splurging Is Over – Bloomberg
US Manufacturing Plunges To 2-Year Lows As New Orders, Employment Tumble – Zerohedge
Morgan Stanley: Central Banks Are Playing a Game of Chess That Results in an Endless Cycle of Easing – Bloomberg
David Einhorn’s fund got crushed in August – businessinsider

Why Brazil Bonds Could Get Junk Ratings – barrons
Italy and France Still Can’t Take On Joblessness – Bloomberg
Summer’s Over. It’s Back to Work for Draghi and Merkel – Bloomberg

Not “Unequivocally Good” – Canada Enters Recession – Zerohedge
CANADA: Gross domestic product, income and expenditure, second quarter 2015 – statcan
Foreign investors sell record amount of Indian shares in August – Reuters
erman Unemployment Drops as Economy Brushes Off Global Slowdown – Bloomberg
Final Eurozone Manufacturing PMI at 52.3 in August – markit
Germany Manufacturing PMI hits 16-month high – markit
French manufacturing sector remains in contraction during August – markit
Italy: Pace of growth in manufacturing sector slows down a notch in August- markit
Spain Manufacturing PMI: Further solid improvement in health of manufacturing sector – markit
China Orders Banks to Hold Reserves for Currency Forwards – Bloomberg
Hong Kong Buys $2 Billion to Keep the City’s Currency Pegged – Bloomberg
China is experiencing something worse than a hard landing – businessinsider
India: Manufacturing production increases at slower rate as new order growth softens- markit
RBA Holds Rates as Aussie Cushions China-Led Commodity Drop – Bloomberg
Japan Manufacturing PMI hits seven-month high amid solid growth of new orders – markit
China just made a desperate move to get more people to buy houses – businessinsider
China Caixin factory, service PMIs suggest economic slowdown worsening – Reuters
China Factory Activity Shrinks at Fastest Pace in Three Years – nyt
The Fed’s plan to hike interest rates – economist



Monday 08/31
US crude erases August losses on production data – Reuters
Two Big Winners From China’s Big Slowdown – Bloomberg
Morgan Stanley cuts S&P 500 price target – Marketwatch
Is China Dumping German Paper Now? Bund Prices Are Collapsing – Zerohedge
SocGen: Half-Hearted Capital Controls Are Coming to China – Bloomberg
“The Quantitative Easing Hangover Is Starting” – Dallas Fed Dead-Cat-Bounce Collapses To Post-2009 Recession Lows – Zerohedge
DoubleLine Capital opens commodity mutual fund to investors – Reuters
Chicago PMI Bounce Stalls, “Firms At Risk Of Being Over-Inventoried” – Zerohedge
India’s economic growth slows to 7% – cnbc

Danish GDP Growth Slows as Exports, Consumer Spending Drop – Bloomberg
Europe May Suffer Significant Losses if China Launches Currency War – sputniknews
Fed shouldn’t pull trigger in September: Mobius – cnbc
Goldman Sachs says this chart only looks like this when there’s about to be a recession – businessinsider
Euro area annual inflation stable at 0.2% – europa
Chinese fund managers are deserting the nation’s stock market – businessinsider
China Dramatically Intervenes To Boost Stock Despite Reports It Won’t; US Futtures Slump On J-Hole – Zerohedge
German retail sales up adjusted 1.4% in July – Marketwatch
Japan’s Industrial Output Unexpectedly Falls in July – nyt
Malaysia’s anti-government protests: What’s next? – cnbc
China Asks Brokerages to Boost Market and Buy Back Shares – Bloomberg
Beijing abandons large-scale share purchases – ft
China Stocks Extend Biggest Selloff Since 2008 on Rescue Doubts – Bloomberg
Jackson Hole roundup: No clear path for Fed in September – Marketwatch
Central banks can’t save the markets from a crash. They shouldn’t even try – guardian
Modi Changes Course on Land Acquisition – wsj
China’s Withering Yuan? Think Again – forbes
World trade suffered its biggest fall since 2009 in the first half of this year – economist

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