Weekend 10/15 & 10/16
Italian Bank Merger Wins Backing as Hurdles Remain to More Deals – Bloomberg
Gundlach says Yellen speech suggests accommodative Fed for longer – Reuters
China Property Boom Spurs Fear of Bubble’s Burst – nyt
September Global Auto Sales Hit Record High Thanks To China’s New Car Bubble – Zerohedge
Will the “fiduciary rule” mean that active and “smart beta” ETFs get left behind? – Marketwatch
Friday 10/14
Twitter Shares Fall on Report That Salesforce Won’t Bid – Bloomberg
US Oil Rig Count Rises For 16th Straight Week To 8-Month Highs – Zerohedge
US Economy To Grow Just 1.4% In 2016 After Atlanta Fed Slashes Q3 GDP To 1.9%, Half Its Original Estimate – Zerohedge
A Child Born Today Comes Into the World With More Debt Than You – Bloomberg
“Flash Crash Mastermind” Navinder Sarao To Be Extradited To The US, Faces Up To 380 Years In Jail – Zerohedge
Consumer Confidence Crashes To 2-Year Lows, Election Blamed – Zerohedge
US Retail Sales Growth Slumps To Weakest Since Nov 2015 – Zerohedge
Producer Prices Rise Most Since 2014 After Jump In Gasoline, Investment Advisory Costs – Zerohedge
Deutsche Bank Stress Signal Eases as Bond Sale Bolsters Finances – Bloomberg
Renzi Gambles All on Referendum Haunted by Weak Economy – Bloomberg
Deutsche Bank considers thousands more job cuts: source – Reuters
JPMorgan earnings: $1.58 per share, vs. expected EPS of $1.39 – cnbc
Thailand faces uncertainty, grief without King Bhumibol – Reuters
Yuan Set for Biggest Weekly Drop Since January as Pressures Rise – Bloomberg
The rich aren’t getting richer these days – businessinsider
Deutsche says wealth management outflows not significant – Reuters
China’s Days of Exporting Deflation May Be Drawing to a Close – Bloomberg
China producer prices end multiyear negative run – Marketwatch
HP workers brace for 4,000 more job cuts over the next 3 years – businessinsider
Thursday 10/13
Why the US confronted Iranian-backed militants in Yemen, and the risks that lie ahead – businessinsider
EU Seeks €20 Billion Brexit Divorce Settlement – Zerohedge
China Exports Sink, But Shrinking Imports May Matter More – piie
Thailand’s heir apparent Maha Vajiralongkorn raises fears – and eyebrows – guardian
Something Really Strange Is Happening In Markets With Implications For USD – Deutsche Bank – efxnews
Deutsche Bank Sees Yuan Falling 17% as Outflows Accelerate – Bloomberg
Australia’s economy has grown for 25 years, but it’s come at a cost – businessinsider
China Exports Fall Most in Seven Months, Adding to Yuan Pressure – Bloomberg
Wednesday 10/12
Fed Minutes Suggest Yellen Made the Difference in ‘Close Call’ – Bloomberg
BNP Paribas to cut jobs, branches in Italy: sources – Reuters
Pimco took part in Deutsche Bank bond offerings: source – Reuters
Lira Poised for Record Low as Deficit Adds to Turkish Risks – Bloomberg
Stocks Slide As ECB Hints At Delaying Additional Asset-Buying Decision – ZeroHedge
ECB may review QE options but decision could be put off until Dec – Reuters
Pound slumps to 168-year low – ft
Even More OPEC Confusion: Unclear Who Cuts First, If Anyone, As Production Hits New Record High – Zerohedge
Lloyds Banking Group cuts a further 1,200 jobs – Reuters
Germany’s Banking Problem Is Bigger Than Deutsche Bank – wsj
Deutsche Bank Said to Boost Size of Private Dollar Bond Sale – Bloomberg
“We Didn’t Know Things Were This Bad” – Ericsson Shares Plunge 17% After Shocking Profit Warning – ZeroHedge
Samsung Elec cuts Q3 operating profit guidance on Note 7 impact – Reuters
Pound Rallies as May Agrees to Let Lawmakers Debate Brexit Plan – Bloomberg
Moody’s: Australia’s economy displays resilience to commodity price declines, but external financing risks linger – MOODYS
Here’s what could spark a housing market collapse in Australia – businessinsider
Thai Stocks, Currency Plunge On Concerns Over King’s Health, Fed Hike – Zerohedge
PBOC Fuels Depreciation Talk as It Weakens Fixing for Sixth Day – Bloomberg
Tuesday 10/11
Pound under more pressure as City fears cost of hard Brexit – business live – guardian
Fed Minutes Could Show Strength of Hawkish Rebel Camp in FOMC – Bloomberg
Implications of the weaker sterling for the UK economy – berenberg
IMF/World Bank Meetings: A Fiscal Response to the Populist Revolt – pimco
Barclays Warns The Party Is Almost Over As Payouts Exceed Cash Flow By $115 Billion – Zerohedge
Aussie Property Bubble On A Scale Like No Other – Zerohedge
Alcoa Falls as Earnings Fizzle Takes Shine Off Split Plans – Bloomberg
Japan Passes $32 Billion in Extra Economic Stimulus, But Some Seek More – wsj
Dollar Dominates Trade – bk
Hard Brexit will cost Treasury up to £66bn a year, ministers are told – guardian
Samsung Ends Production of Note 7 After Global Recall, New Fires – Bloomberg
Note 7 fiasco could burn a $17 billion hole in Samsung accounts – Reuters
Alcoa’s earnings report missed the mark, in more ways than one – Marketwatch
Foreigners are buying Chinese bonds faster than ever before – businessinsider
China banks may need $1.7 trillion injection as credit quality worsens: S&P – Reuters
Japan’s Current Account Widens to 2.0 Trillion Yen Surplus – Bloomberg
The Australian dollar has been in the wars today – businessinsider
RBNZ Still Expects to Cut Interest Rates to Fresh Record Low – Bloomberg
Greece gets positive review but euro zone withholds part of new loan payment – cnbc
Monday 10/10
China has a new plan to cut corporate debt – Reuters
Saudi Arabia Launches Bond Deal As Oil Spikes Above $50 On Latest Chatter Of Russia, Saudi Output Freeze – Zerohedge
Oil Spikes Above $50 As Russia, Saudis Hint At Output Freeze; Saudi Arabia Launched Bond Deal – Zerohedge
Oil Rises as Saudis, Russia Express Optimism for Output Deal – Bloomberg
Emerging-Market Stocks Back to Pre-Taper Tantrum Values: Chart – Bloomberg
Portugal’s Bonds Rise as Finance Minister Sees DBRS ‘Positive’ – Bloomberg
ECB Allowed Deutsche Bank To Cheat In Latest Stress Test, FT Reports – Zerohedge
Hart and Holmstroem Awarded 2016 Nobel Prize in Economics – Bloomberg
Twitter Shares Fall in Frankfurt After Deal Interest Cools – Bloomberg
Over 55s in England housing wealth worth more than Italian GDP – sky
RBS shares fall on report showing bank pushed businesses into default – Marketwatch
SAUDI OIL MINISTER: OPEC should be very careful not to ‘shock the market’ – businessinsider
Saudi Banking Stocks Cheaper Than Ever as Pressure Mounts: Chart – Bloomberg
Chinese debt is on an ‘unsustainable path’ – businessinsider
Stocks Levitate After Dramatic Debate; Yuan Tumbles To 6 Year Low; Bonds Closed For Columbus Day – Zerohedge
Nigerian Banking Industry Seen in ‘Full Blown Financial Crisis’ – Bloomberg
German exports beat forecasts with August surge – Marketwatch
Deutsche Bank falls after no deal reached with DoJ – Reuters
Mexican peso gains after 2nd presidential debate, Trump video fallout – Marketwatch
Kuroda Signals BOJ May Delay Hitting Inflation Target to 2018 – Bloomberg
Services sales, exports fall post-Brexit vote: BCC – Marketwatch
The Chinese yuan just fell to a 6-year low against the US dollar – businessinsider
Chinese Developers Tumble Most in Two Weeks on Property Curbs – Bloomberg
Samsung halts production of troubled Galaxy Note 7 phone – cnn
Caixin China services PMI drops slightly – Marketwatch