• EconMatters
    08/27/2014 - 21:30
    Investors in European Bonds are running over each other all in an effort to front run what the Big Banks have been begging the ECB to begin a bond buying program.  It is hilarious as ...

Dell

Tyler Durden's picture

Frontrunning: July 2





  • Egypt on the edge after Mursi rebuffs army ultimatum (Reuters)
  • Inside China's Bank-Rate Missteps (WSJ)
  • Obama Urges Morsi to Respond to Protesters' Concerns (WSJ)
  • How Fed’s 7% Jobless Avoids Deterring Bondholders Is Mystery (BBG)
  • Obama Joins With Political Foe Bush at End of Africa Trip (BBG)
  • China may introduce deposit insurance by year-end (China Daily)
  • China’s Slowdown Could Slam Hong Kong (BBG)
  • Government 'to ask Rothschild to advise on RBS split' (Telegraph)
  • Martin Feldstein: The Fed Should Start to 'Taper' Now (WSJ)
 
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Frontrunning: July 1





  • Pretty much as expected from George W. Bush: Edward Snowden ‘damaged’ security (Politico)
  • Gotta love the Keynesian-Monetarist religion: True 'Bullievers' Are Still Sweet on Japan (WSJ)
  • Canadian Takes Reins at Bank of England (WSJ)
  • Egypt streets quiet, political standoff goes on (Reuters)
  • Private Banks Leave Switzerland as End of Secrecy Hurts (BBG)
  • How Next Debt-Ceiling Fight Could Play Out (WSJ)
  • Easy Money Is Still Central (WSJ)
  • Lew Says China Needs Market Policies and Stop Spying (BBG) - China replies with the same
  • Ireland Preparing Plan to Tap Euro-Area Rescue Fund, Noonan Says (BBG)
  • Poll shows strong shift to Australian PM Rudd, new ministry named (Reuters)
 
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Frontrunning: June 25





  • Here come the rolling blackouts: Obama takes on power plant emissions as part of climate plan (Reuters)
  • Walking Back Bernanke Wished on Too Much Information (BBG)
  • As previewed last week: Bridgewater "All Weather" is Mostly Cloudy, down 8% YTD (Reuters)
  • U.S. Said to Explore Possible China Role in Snowden Leaks (BBG)
  • Coeure Says No Doubt ECB Loose Monetary Policy Exit Distant (Bloomberg)... so a "recovery", but not at all
  • U.S. steps up pressure on Russia as Snowden stays free (Reuters)
  • Texas' Next Big Oil Rush: New Pipelines Ferrying Landlocked Crude Expected to Boost Gulf Coast Refiners (WSJ)
  • Singapore Offsets Bankers as Vacancies Fall (BBG)
  • Asian Stocks Fall as China Sinks Deeper Into Bear Market (BBG), European Stocks Rally With Bonds as Metals Advance (BBG)
  • Qatar emir hands power to son, no word on prime minister (Reuters)
 
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Frontrunning: June 19





  • China cash crunch deepens as PBOC withholds funding (FT), just a week behind ZH
  • Platts in hot manipulated crude again: Traders Try to Game Platts Oil-Price Benchmarks (WSJ)
  • Kabul Suspends Security Talks With U.S., jeopardizing plans to maintain a U.S. military presence (WSJ)
  • Afghan government irked over U.S. talks with Taliban (Reuters)
  • BOJ Kuroda: BOJ to Adjust Policy If Japan Econ Changes (MNI)
  • Google Considering Private-Equity Alliances (BBG)
  • Korean Air Buying 747-8s to End Boeing’s Sales Drought (BBG)
  • Syria's Islamists seize control as moderates dither (Reuters)
  • SEC considers policy shift on admissions of wrongdoing (FT)
  • U.K. Banker Bonuses Face Decade Delays in Industry Overhaul (BBG)
 
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Frontrunning: May 31





  • Record unemployment, low inflation underline Europe's pain (Reuters)
  • The ponzi gets bigger and bigger: Spanish banks up sovereign bond holdings by more than 10% (FT)
  • California Lawmakers Turn Down Moratorium on Fracking (BBG)
  • China’s Growing Ranks of Elderly Beset by Depression, Study Says (BBG)
  • Tokyo Prepares for a Once-in-200-Year Flood to Top Sandy (BBG)
  • Morgan Stanley Cutting Correlation Unit Added $50 Billion (BBG)
  • IMF warns over yen weakness (FT)
  • Rising radioactive spills leave Fukushima fishermen floundering (Reuters)
  • India records slowest growth in a decade (FT)
 
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Frontrunning: May 29





  • South China Sea tension mounts near Filipino shipwreck (Reuters)
  • OECD cuts economic forecasts as eurozone drags on growth (FT)
  • Switzerland frees banks to settle U.S. tax evasion cases (Reuters)
  • U.S. Says Firm Laundered Billions (WSJ)... no, it's not HSBC, also: Free Corzine!
  • Ardent conservative Bachmann to not seek re-election to Congress (Reuters)
  • Russia faults U.S. over 'odious' Syria rights resolution (Reuters)
 
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Frontrunning: May 28





  • ‘Cov-lite’ loans soar in dash for yield (FT)
  • Cambodian police clash with thousands of garment workers, 23 hurt (Reuters)
  • Obama Accepting Sequestration as Deficit Shrinks (BBG)
  • Having done nothing to restore confidence in a fragmented market, the SEC turns back to main street fraud (WSJ)
  • Europe's austerity-to-growth shift largely semantic (Reuters)
  • Germany thwarts EU in China solar fight (FT)
  • In EU-China dispute, Beijing warns of trade  (FT)
  • U.S. Oil Boom Divides OPEC (WSJ)
  • Record Cash Sent to Balanced Funds (BBG)
  • Hilsenrath: Fed Wrestles With Market Expectations About Pace of QE (WSJ)
  • Worse-Than-Cyprus Debt Load Means Caribbean Defaults to Moody’s (BBG)
  • States Raise College Budgets After Years of Deep Cuts (WSJ)
  • U.K. Banks Cut 189,000 With Employment at Nine-Year Low (BBG)
 
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Frontrunning: May 21





  • IMF Tells Central Europe to Spend More (WSJ)
  • Tornadoes Blast Oklahoma (WSJ)
  • Frenetic search for survivors as 91 feared dead in tornado-hit Oklahoma (Reuters)
  • JPMorgan investors on edge over vote on Dimon; what if they win? (Reuters)
  • Wealthy bank depositors to suffer losses in EU law (Reuters)
  • Yen Slips as Amari Backtracks (BBG)
  • Japan Ready for More Yen Weakness Despite Recent Comments (WSJ)
  • IRS officials back on Capitol Hill hot seat over targeting (Reuters)
  • Li Keqiang pledges China boost to India trade (FT)
  • Europe's Recession Sparks Grass-Roots Political Push (WSJ)
  • Obama and Xi to meet in effort to calm growing US-China rivalry (FT)
  • Berlin plans to streamline EU but avoid wholesale treaty change (FT)
  • France must reform or face punitive measures - EU's Oettinger (Reuters)
 
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Frontrunning: May 17





  • Mine union threatens to bring South Africa to 'standstill' (Reuters)
  • Russia Raises Stakes in Syria (WSJ) - as reported here yesterday 
  • Japan buys into US shale gas boom (FT)
  • Bill Gates Retakes World’s Richest Title From Carlos Slim (BBG) - so he can afford a Tesla now?
  • China Wages Rose Sharply in 2012 (WSJ)
  • Regulators Target Exchanges As They Ready Record Fine (WSJ)
  • Citi Takes Some Traders Off Bloomberg Chat Tool (WSJ)
  • After Google, Amazon to be grilled on UK tax presence (Reuters)
  • Apple CEO Cook to Propose Tax Reform for Offshore Cash (BBG)
  • French, German politicians to pressure Google on tax (Reuters)
  • Gold Bears Revived as Rout Resumes After Coin Rush (BBG)
  • A stretched Samsung chases rival Apple's suppliers (Reuters)
 
Tyler Durden's picture

Dull Overnight Session Set To Become Even Duller Day Session





Those hoping for a slew of negative news to push stocks much higher today will be disappointed in this largely catalyst-free day. So far today we have gotten only the ECB's weekly 3y LTRO announcement whereby seven banks will repay a total of €1.1 billion from both LTRO issues, as repayments slow to a trickle because the last thing the ECB, which was rumored to be inquiring banks if they can handle negative deposit rates earlier in the session, needs is even more balance sheet contraction. The biggest economic European economic data point was the EU construction output which contracted for a fifth consecutive month, dropping -1.7% compared to -0.3% previously, and tumbled 7.9% from a year before.  Elsewhere, Spain announced trade data for March, which printed at yet another surplus of €0.63 billion, prompted not so much by soaring exports which rose a tiny 2% from a year ago to €20.3 billion but due to a collapse in imports of 15% to €19.7 billion - a further sign that the Spanish economy is truly contracting even if the ultimate accounting entry will be GDP positive. More importantly for Spain, the country reported a March bad loan ratio - which has been persistently underreproted - at 10.5% up from 10.4% in February. We will have more to say on why this is the latest and greatest ticking timebomb for the Eurozone shortly.

 
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Frontrunning: May 14





  • Controversies give Obama new governing headaches (Reuters)
  • About that Capex... BHP to Rein In Investment, Chief Says (WSJ), considers returning cash to shareholders (FT)
  • Bloomberg users’ messages leaked online (FT)
  • Japanese mayor sparks China outrage with sex-slave remarks (Reuters)
  • Economists Cut China Forecasts (WSJ)
  • U.S. oil boom leaves OPEC sidelined from demand growth (Reuters)
  • U.S. banks push back on change in loan loss accounting (Reuters)
  • Fed’s Plosser Says Slowing Inflation No Concern for Policy (BBG)
  • Watchdog probes 1m US swap contracts (FT)
  • Used Gold Supply Heads for ’08 Low as Sellers Balk (BBG)
  • Ex-BlackRock Manager Said to Be Arrested in U.K. Probe (BBG)
 
Tyler Durden's picture

Frontrunning: May 13





  • Hilsenrath: A Top Contender at the Fed Faces Test Over Easy Money (WSJ)
  • Yen drops further as G7 avoids criticizing Japan (Reuters)
  • Markets missed Flaherty’s clues on next Bank of Canada chief (G&M)
  • Republicans turn screws over Tea Party tax probes (FT)
  • Dual-track Libor replacement lined up (FT)
  • Risks to China recovery seen as factory output underwhelms (Reuters)
  • Barack Obama’s goal of universal healthcare could be set back significantly by Texas Governor Rick Perry (FT)
  • Gold Bears Pull $20.8 Billion as BlackRock Says Buy (BBG)
  • Mexico sets shelters as volcano shakes, spews ash (AP)
  • Europe Eases Corporate Tax Dodge as Worker Burdens Rise (BBG)
  • IPOs Set to Raise Most Cash Since Crisis (WSJ)
  • Melting Ice Opens Fight Over Sea Routes for Arctic Debate (BBG)
  • Top hedge funds bet on Greek banks (FT)
  • Icahn Asks Investors to Make Big Bet on a Debt-Laden Dell (BBG)
 
Tyler Durden's picture

Frontrunning: May 10





  • PBOC Says China Shouldn’t Be ’Blindly Optimistic’ on Inflation (BBG)
  • Foreigners Buying Half of London New Homes Prop Up Building (BBG) - first they come for the foreign deposits, then for the real assets...
  • Investors Rediscovering Margin Debt (WSJ) - well, yes: it is at record highs
  • China issues new rules targeting wealth management fund pools (RTRS)
  • Navy $37 Billion Ships Seen Unsuitable Have 2-Year Window (BBG)
  • New York may have to drop claims against BofA over Merrill (RTRS)
  • FBI Rejects Boston Police Stance in Spat Over Terror Data (BBG)
  • In eastern Syria oil smugglers benefit from chaos (RTRS)
 
Tyler Durden's picture

Frontrunning: May 6





  • Lesson From Buffett: Doubt Yourself (WSJ)
  • Gold Bulls Split With Buffett as Traders Say Sell (BBG)
  • Apple Misses IPhone Customers as Global Carriers Balk (BBG)
  • Russia extends Cypriot loan by 2 years, cuts interest: troika document (Reuters)
  • Tax Rewrite in Play in Capitol (WSJ)
  • No early warning for U.S. on Israeli strikes in Syria (Reuters)
  • Germany riveted at start of neo-Nazi murder trial (Reuters)
  • JPMorgan Investors Urged to Split Chairman Role, Oust Directors (BBG)
  • Leniency for Offshore Cheats (WSJ)
  • Brussels steps up efforts over tax avoidance (FT)
  • Ambulance chasing: Mesothelioma Doctors, Lawyers Join Hunt for Valuable Asbestos Cases (WSJ)
  • Web Sales-Tax Bill Set to Face Bumps (WSJ)
  • Colleges Cut Prices by Providing More Financial Aid (WSJ)
 
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