Wednesday, September 2, 2015

Thursday's News Links

[Bloomberg] Draghi Unveils Revamped QE Program as ECB Cuts Economic Outlook

[Bloomberg] Euro Drops With More ECB Stimulus Possible Amid Downside Risks

[Bloomberg] Euro-Area Bonds Advance as ECB Increases QE Asset-Buying Limit

[CNBC/FT] ‘Risk parity’ shares blame for market ructions, says Omega

[WSJ] Wall Street Sales Squads Sit Out Summer

[WSJ] Giant U.S. Pension Fund Calstrs to Propose Shift Away From Stocks, Bonds

[Bloomberg] Korea Reserves Fall for Second Month in Sign of Won Intervention

[FT] EM dollar bond issuers engage in corporate ‘carry trade’

[Reuters] China to put on huge show of force for World War Two anniversary

[Reuters] IMF staff warn G20 of increasing downside economic growth risks

[Bloomberg] China’s Searching for Stock Market Scapegoats

[WSJ] Foreign Firms Feel China’s Chill

[CNBC] Jack Lew: We're going to hold China accountable on currency

[Bloomberg] Almost Half of Homes in New York and D.C. Are Now Losing Value

[Bloomberg] Foreigners Flee Japan Stocks at Fastest Pace Since at Least 2004

[Bloomberg] Yuan Effect Chokes Egypt as Trades Signal Pound Peg Too High

Wednesday Evening Links

[Bloomberg] Investors Withdraw Most From U.S. Mutual Funds Since June 2013

[NYT] Ackman's Pershing Square Hedge Fund Drops 9.2 Percent in August

[Bloomberg] Vantage Bonds Plunge as Petrobras Cancels Deal Amid Bribe Probe

[WSJ] Five Chinese Navy Ships Are Operating in Bering Sea Off Alaska Coast

Wednesday's News Links

[Bloomberg] Emerging Stocks Fall as Energy Companies Drop; Ruble Slides

[Bloomberg] Asian Stocks Sink With Aussie While U.S. Futures Signal Reprieve

[Bloomberg] China's Stocks Erase Heavy Loss Before WWII Holidays

[Bloomberg] Ruble Falls Second Day as Citigroup Sees Further Weakness on Oil

[Bloomberg] PBOC Said to Include Swaps, Options in Yuan Reserve Requirement

[Bloomberg] Welcome to Quantitative Tightening as $12 Trillion Reserves Fall

[Reuters] Forex reserves unwind could reverse bond super cycle

[FT] Risk parity funds suffer a cruel summer

[FT] China move to apportion blame for market rout spooks investors

[UK Guardian] Jitters as Australian economy grows by just 0.2% in June quarter

[Dow Jones] Brazil's Industrial Production Falls 1.5% in July

[Bloomberg] Turkey Gloom Seen in Yields Above Russia as Inflation Risks Grow

[Bloomberg Video] Marc Faber: There Is No Safe Asset Anymore

[FT] Malaysia’s economic frailty is all too familiar

[Reuters] On eve of World War Two par