TOP NEWS: Week 11/16 – 11/22

Weekend 11/21 & 11/22

Brussels Becomes a Ghost Town as Terror Keeps People Inside – Bloomberg
Brussels alert ‘stays at highest level’ – bbc
Barclays bets on stock boom as world money growth soars – telegraph
A Swiss bank is about to charge customers a negative interest rate – businessinsider
A Fed rate hike in December will create the most significant monetary policy divergence since 1994 – businessinsider
It’s official: This is the biggest El Niño on record, and a killer La Niña is coming – businessinsider
Global Trade Just Snapped: Container Freight Rates Plummet 70% In 3 Weeks – Zerohedge
Spending Review: IFS warns of deepest cuts in history – telegraph
Stagflation Ahead: Goldman Is “Unreservedly Disappointed” With Latin America – Zerohedge
What Hedge Fund Panic Looks Like – Zerohedge


Friday 11/20

Draghi says ECB will do what it must to raise inflation quickly – live – guardian
“Pets-Dot-Who?” – Zerohedge
Presenting BofA’s “Number One Black Swan Event For The Global Oil Market In 2016” – Zerohedge
Cocoa Rises to 4-Year High as El Nino Intensifies Supply Concern – Bloomberg
What Will Happen To Corporate Profits If The Fed Hikes In December – Zerohedge
Here’s How the Boring German Housing Market Turned Piping Hot – Bloomberg
All smiles for the Thai economy – cnbc
Goldman Says the Years of Emerging-Markets Doldrums Are Over – Bloomberg
Euro Tumbles As Draghi Says “ECB Will Do What It Must To Raise Inflation” – Zerohedge

ABN’s Initial Sale Raises $3.6 Billion as Government Cuts Stake – Bloomberg
Bond ETF Withdrawals Surge as Investors Brace for Higher Rates – Bloomberg
China Cracks $64 Billion `Underground Bank’ Moving Money Abroad – Bloomberg


Thursday 11/19

Shares rally after Federal Reserve signals December rate hike – business live – guardian
Goldman’s view of the world in 2016 – cnbc
China Has a $1.2 Trillion Ponzi Finance Problem – Bloomberg
Eight Defaults and 180 Years Later, Ecuador to Repay Bondholders – Bloomberg
India: Modi Party Defeat Is Buying Opportunity – barrons
How investors are abandoning gold, in one chart – Marketwatch
Goldman eyes $20 oil as glut overwhelms storage sites – telegraph
U.K. Fund Management Industry Swells to Record $11 Trillion – Bloomberg
Is it time for Dr. Copper to be struck off? – cnbc
Baltic Dry Shipping Index Drops to All-Time Low – Bloomberg
Goldman Releases Its Top 6 Trades For 2016… And The Three Biggest Risks – Zerohedge
Brazil’s Inflation Surpasses 10% for First Time in 12 Years – Bloomberg
China cuts rates on small businesses loans – businessinsider
Greece’s ruling party is showing signs of disillusion hours before voting on a bailout bill – businessinsider

U.K. Retail Sales Fall More Than Forecast as Consumers Pause – Bloomberg
Buckle up! Reforms, earnings can lift Sensex to 30,000 in 2016 – economictimes
Citi lowers Sensex target for June 2016 to 29,300 from 35,500 – economictimes
This is what Goldman Sachs thinks about commodity prices – cnbc
Citigroup Says Commodity Markets Yet to Price In Rate Hike – Bloomberg
BOJ Keeps Policy Unchanged After Recession, Weak Inflation – Bloomberg




Wednesday 11/18

Markets remain nervous on Paris fears – live – guardian
Did Goldman Sachs Just Find The Smoking Gun In Today’s FOMC Minutes? – Zerohedge
Caterpillar just said something chilling about China – businessinsider
Nickel Trades Near 12-Year Closing Low as Chinese Demand Slows – Bloomberg
Brazil GDP In “Free Fall Mode”, Get Ready For “Terrible” Q3 Print, Analysts Warn – Zerohedge
Blackstone’s James Says U.S. May Enter Recession in 2017 – Bloomberg
RBS Lays Out 10 Key Points For 2016, Warns “Political Risk” Will “Break” QE-Infinity Equilibrium – Zerohedge
Weaker overall global economic growth outlook could prove decisive factor for ECB’s decision on easing – Beyond Bulls & Bears
FOMC Minutes Show Fed Is All-In For December Rate Hike (But Depends On Data) – Zerohedge
BlackRock Liquidates Its Macro Hedge Fund Following Worst Loss Since Inception, Surge In Redemptions – Zerohedge
Goldman: The U.S. Economy Will Need More Than Just Consumers in 2016 – Bloomberg

Germany Sells Two-Year Notes at Record-Low Yield of Minus 0.38% – Bloomberg
The bond market is no longer a safe haven for investors – Marketwatch
China’s Economy Faces Considerable Downward Pressure, Xi Says – Bloomberg


Tuesday 11/17

Stock markets rally as fears over France recede – business live – guardian
Air Liquide in Talks to Buy Airgas to Form Top Gas Supplier – Bloomberg
Aberdeen sees double-digit emerging markets rebound in 2016 – Reuters
Russia Pounds ISIS With Biggest Bomber Raid in Decades – thedailybeast
SunEdison Plunges 33%: Vivint Report, Debt Remarks Trouble Analysts – barrons
GUNDLACH: This could be ‘the beginning of something big’ – businessinsider
Gundlach Live Blog — Will the Fed Really Raise Rates? – thestreet
US Industrial Production Growth Slumps To Weakest Since January 2010 – zerohedge
New Zealand GDT price index -7.9% – forexlive
Why China’s five-year plan is good for investors – wf
Druckenmiller, Bacon Among Top Managers Cutting Back U.S. Stocks – Bloomberg
U.K. Inflation Rate Says Below Zero as Price Weakness Persists – Bloomberg
German Investor Confidence Rises on Robust Domestic Economy – Bloomberg

Missing Boom in Europe Profit Margins Flouts Strategists’ Call – Bloomberg
Reserve Bank of Australia Board Minutes for November – forexlive


Monday 11/16

French stock market resilient, but airline stocks fall – business live – guardian
Paris attacks – live – Reuters
French police arrest dozens in anti-terror raids – cnbc
The Next Chicago? Houston Faces Pension Crisis In Latest Example Of Local Government Fiscal Folly – Zerohedge
As stock buybacks reach historic levels, signs that corporate America is undermining itself – Reuters
Saudis Planning For A War Of Attrition In Europe With Russia’s Oil Industry – Zerohedge
The FDA asked this company for some data, and now its stock is down 72% – businessinsider
DoubleLine’s Gundlach Warns “These Markets Are Falling Apart” – Zerohedge
Steel Is the Poster Child For Oversupplied Commodity Markets, and It’s in Shambles – Bloomberg
The Last Time Bond Bears Were This Short, Treasury Yields Collapsed – Zerohedge
Brazil Analysts See Double-Digit CPI for First Time in 12 Years – Bloomber
Rich Nation Problems: Even If Norway Wanted To Do QE, They Couldn’t – Zerohedge
Empire Fed Misses (Again), Contracts For 4th Straight Month As Average Workweek Collapses – Zerohedge
Here’s your preview of this week’s big market-moving events – businessinsider
Finnish parliament will debate next year leaving euro zone – Reuters
Norway’s Wealth Problem: How Do You QE Without Government Debt? – Bloomberg
Why oil could rally big in 2016 – cnbc
Marriott to buy Sheraton owner Starwood for $12.2bn – telegraph
Japan Business Investment in Weakest Patch Since 2011 Earthquake – Bloomberg

Paris terror latest: France mourns as manhunt continues – cnbc
Euro-Area Prices Increased in October, Up From Initial Estimate – Bloomberg
Airline, Luxury Stocks Slump on Concern Attacks to Sap Demand – Bloomberg
Car loans hit $1 trillion for first time – cnn
Printing Money – newyorker
Terrorism, Climate Rift, Putin-Obama and Merkel: The G-20 So Far – Bloomberg
Japan returns to recession but hopeful signs suggest recovery is on its way – telegraph

Japan relapses into recession in July-Sept, blow to Abenomics – Reuters

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