TOP NEWS: Week 11/30 – 12/06

Friday 12/04

Stock markets rocky ahead of crucial US jobs report – live updates- guardian
Central bank upgrades German growth forecast – thelocalde
World’s Woes Huddle on Greek Shores as Another Crisis Year Looms – Bloomberg
UBS Announces $16.1 Billion Bond Buyback After New Capital Rules – Bloomberg

German October Factory Orders Rebound After Three-Month Decline – Bloomberg
Morgan Stanley asks what’s next for the euro after the ECB – forexlive


Thursday 12/03

ECB Day: Mario Draghi set to launch fresh stimulus – live updates – guardian
ECB live blog: Deposit rate cut; Draghi to deliver more – MarketWatch
Denmark rejects more EU integration – exit polls – rte
The EU’s Largest Gas Producer Is Now Its Latest Importer – Bloomberg
The real reason for the Obamacare repeal – politico
ETF investors fled ahead of Draghi disappointment – markit

Oil prices and budgets:The OPEC countries most at risk – cnbc
Russia Tries Soft Touch With Europe as Market Blunts Gas Weapon – Bloomberg
Yellen Looks Beyond Global Drags and Likes What She Sees in U.S. – Bloomberg
Mexico is bracing for its biggest default since the 1995 ‘Tequila Crisis’ – businessinsider
ECB Shows It Can’t Be Markets’ Best Friend Forever – Bloombergview
Eurozone retail sales just slumped unexpectedly for the second month running – businessinsider
UK: Service sector growth continues to rebound – markit
Goldman’s One-Day Euro Forecast Is for 3% Fall on Dovish Draghi – Bloomberg
If UK mortgages are in a bubble, here are the 2 banks that will suffer the most – businessinsider
France’s atrocious unemployment numbers show just how bad the country’s recovery has been – businessinsider
Eurozone economic growth accelerates but price pressures remain muted – markit
Germany: Business activity rises at strongest rate in 14 months – markit
France: Business activity growth eases to three-month low in November – markit

Italy: November sees solid rise in service sector business activity – markit
Spain: Fastest rise in activity in three months – markit
Investment Outlook 2016 – creditsuisse

Templeton Bond Guru Sees Pain Coming for Complacent Traders – Bloomberg
Negative interest rates to make savers hoard – ing

Pound Headed to 30-Year Low for Deutsche Bank as Risks Multiply – Bloomberg
China’s all-important services sector weakens in November – cnbc
Chinese business activity increases slightly in November – markit
Japan: Service sector activity improves at slower rate – markit
Australia trade deficit widens on export falls – Marketwatch
J.P. Morgan, Goldman Sachs among ‘too-big-to-fail’ U.S. banks downgraded by S&P – MarketWatch


Wednesday 12/02

Markets rally on expectations of more ECB stimulus – business live – guardian
Yellen moves Fed to brink of December rate hike – Marketwatch
U.S. Health Spending Up Most Since ’07, Fueled by Obamacare – Bloomberg
Moody’s sounds alarming bell over junk bonds issued by commodity companies – Marketwatch
Poland Deters Investors as Energy Policies Send Stocks Tumbling – Bloomberg
This Is What Happened The Last Time The Fed Hiked While The Economy Was In Recession – Zerohedge
As Fed Hikes, Is Emerging Market Debt Risk Manageable? – barrons
Hedge Funds Brace for Redemptions – Bloomberg
Watch for U.S. recession, zero interest rates in China next year, Citi says – Reuters
MORGAN STANLEY: Iran is the biggest thing for the global economy since the Berlin Wall fell – businessinsider
Bank of Canada issues warning as rates stay steady – Marketwatch
Hedge Funds Have Never Been This Short Gold – Zerohedge
Wall Street’s getting crushed by a form of financial engineering you’ve probably never heard of – businessinsider
Turkey gets ready for much less Russian LPG transport gas – Reuters
IMF Inclusion Of The Chinese Yuan In The SDR Basket Is A Momentous Non-Event – globalcreditportal
Great leap forward: China’s RMB included in SDR basket – invesco
Multiplier Evidence and Multiplier Denial – nyt
Abenomics 2.0—More than Meets the Eye – wisdomtree
Vanguard says bull market will keep sparkling in 2016 – Marketwatch
The Five Reasons Why Credit Suisse Just Turned The Most Bearish On Stocks Since 2008 – Zerohedge
CREDIT SUISSE: This is the most bearish we’ve been on stocks in 7 years – businessinsider
Credit Markets Scream Recession, But Goldman Says Not to Worry – Bloomberg
ADP Employment Rises, Beats By Most In 2015, Fed Confirms Job Mandate Has Been Met – Zerohedge
Chasing a Climate Deal in Paris – nyt
Goodbye, good times for Norway’s oil capital – afp
As OPEC Meets, World Oil Traders See Prices Stagnating Into 2017 – Bloomberg
Eurozone inflation failed to pick up in November — ahead of Mario Draghi’s QE boost – businessinsider
Euro’s Loss Being Yen’s Gain May Be Headache for BOJ: Analysis – Bloomberg
BofA-ML’s top 15 investment ideas for a reasonably good year in 2016 – economictimes
NATO Offer of Membership to Montenegro May Add to Russia Tension – Bloomberg
EUR/USD to hit 0.98 while GBP/USD to flirt with 1.40 in 2016 – ING – fxstreet

New growth drivers key to success of China’s reforms: Moody’s – icrosschina

Bank of Japan to act if China growth hurts prices – Marketwatch
JPMorgan’s 10 investment themes for emerging markets in 2016 – cnbc
Understanding the new global oil economy – ft
Malaysia’s Crisis of Confidence – mobius
Japan’s Demographic Challenges Dampen Growth – beyondbullsandbears
RBA’s Stevens Says Post-Boom Economy Looks `Quite Respectable’- Bloomberg

Australian economy picks up pace on exports – bbc
Copper Declines After China’s Cutbacks as Nickel, Lead Climb – Bloomberg



Tuesday 12/01

UK banks pass stress tests, but RBS and Standard Chartered are weakest – live updates – guardian
Greeks Told To Declare Cash “Under The Mattress”, Jewelry And Precious Stones – Zerohedge
The Next Referendum on the EU — Here’s What You Need to Know – Bloomberg
Morgan Stanley is pulling a surprise move — and Wall Street loves it – businessinsider
Mark Zuckerberg Philanthropy Pledge Sets New Giving Standard – Bloomberg
Atlanta Fed Slashes Q4 GDP Forecast From 2.3% To Just 1.4% In Under One Week – Zerohedge
Goldman Warns of Brazil Depression After GDP Plunges Again – Bloomberg
Treasury Bond Yields Are Collapsing As Dec Rate Hike-Odds Slide – Zerohedge
A hedge fund that was once one of the world’s largest is now returning money to investors – businessinsider
“Time To Hike Rates?” The Last 2 Times ISM Manufacturing Was Here, The Fed Unleashed QE1 & QE3 – Zerohedge
Majority Of World Economy Weakening As US Manufacturing PMI Tumbles To 2 Year Lows – Zerohedge
December Pull Too Strong for Stock Funds Betting on Rally – Bloomberg
Looney Plunges As Canadian GDP Collapses Most Since 2009 – Zerohedge
Einhorn’s Hedge Fund Plunged 5.2% in November, Set for 2015 Loss – Bloomberg
Greek debt relief talks to focus on net present value, central banker says – Reuters
The Pain Continues: These Are The Best And Worst Performing Assets In November And 2015 – Zerohedge
Morgan Stanley Calls 2016 the Year of the Yen With BOJ on Hold – Bloomberg
U.K. Factory Growth Cools From Fastest Pace in 16 Months – Bloomberg
EZ: Broad-based manufacturing recovery gathers pace in November – markit
Germany: Manufacturing PMI rises to three-month high – markit
French manufacturing sector business conditions show further slight improvement in November – markit
Italy: Manufacturing sector sees strongest growth for four months – markit
Oil Bulls Brace for Repeat of OPEC’s Bearish Blow at Meeting – Bloomberg
Spain: Output growth quickens to three-month high – markit
Bank of England Sees Countercyclical Buffer Rising on Risk – Bloomberg
Swiss GDP Unexpectedly Stagnates in Third Quarter – Bloomberg

Sydney Home Prices Drop Most in 5 Years as Regulation Bites – Bloomberg

In 2016 China will try to take advantage of the final year of Barack Obama’s presidency – economist

Copper Bears See More Pain as Prices Trade at Lowest Since 2009 – Bloomberg

Euro to Bear Brunt of Yuan’s Inclusion in Reserve-Currency Club – Bloomberg
Japanese Output growth accelerates to 20-month high – markit
China’s Manufacturing PMI Weakens to Lowest in Three Years – Bloomberg
India RBI Keeps Benchmark Rate Unchanged at 6.75% – Bloomberg
Reserve Bank of Australia leaves cash rate steady at 2 percent – cnbc
Reserve Bank of Australia Holds Rates at Record-Low 2% – Bloomberg


Monday 11/30

Iron ore hammered as commodities rout deepens – business live – guardian
Another Hedge Fund Bites The Dust: Trafigura Shuts Down Its Flagship Metals Fund – Zerohedge
HSBC: Aging Populations Hurt the Growth Rate in More Ways Than You Probably Realize – Bloomberg
Nigeria’s Stocks Fall to Three-Year Low as Foreigners Exit – Bloomberg
Defense stocks active as Barclays downgrades Lockheed and Raytheon, upgrades General Dynamics -Marketwatch
To JPM, This Is The Alarming Chart Suggesting The Next Recession “Is Just Around The Corner” – Zerohedge
World-Beating Stocks Rally Shows Return of Confidence in Hungary – Bloomberg
Saudi Borrowing Rate Soars in November as Bank Deposits Drop – Bloomberg
And The First To Admit Defeat In Currency Wars Is… – Zerohedge
New Fed rules to prohibit emergency loans to individual companies – cnbc
Morgan Stanley Throws In The Permabullish Towel, Says It Is “Feeling Worse, But Not Sure Can Explain It”” – Zerohedge
IMF Approves Reserve-Currency Status for China’s Yuan – Bloomberg
Indian manufacturing grows 9.3 pct year-over-year in July-Sept quarter – Reuters
OPEC Rivals Become Unwitting Allies in Push for Oil-Market Share – Bloomberg
Global funds raise U.S. equity holdings, eye emerging markets for 2016 bounce – Reuters
BHP Tumbles in London as Brazil Considers $5.2 Billion Dam Bill – Bloomberg
Five Things Everyone Will Be Talking About Today – Bloomberg
Danish Economy Contracts in Third Quarter After Exports Slump – Bloomberg
IMF expected to include yuan in SDR currency basket – cnbc
IMF Move Would Pressure China on Management of Yuan – wsj
World’s Biggest Pension Fund Loses $64 Billion Amid Equity Rout – Bloomberg
A busy week sees rate decisions from the RBA, RBI and BoC, while potential action from the ECB is set to take centre stage – Zerohedge
Economic Takeaways From Japan’s Output, Retail Sales Data – Bloomberg
The $30 Oil Cliff Threatening Russia’s Economy – Bloomberg
Five China Bond Deadlines to Watch – Bloomberg
Half of Gold Output May Not Be ‘Viable’ as Price Sags: Randgold – Bloomberg
When Will Commodities Recover? – vaneck
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