Stuff I'm Reading

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What's in the News:

  

FT – Korea’s yield-seeking pensioners are shaking markets


WSJ – EU Threatens Italy for Flouting Budget Rules


FT – Fiat Chrysler withdraws €33bln Renault merger offer


WSJ – Inside the Effort to Fix the Troubled Boeing 737 MAX


FT – St James Place delivers devasting blow to Woodford 


ZH – Drukenmiller Dumps All His Stocks, Piles Into Treasurites Expecting Rates to hit Zero


FT - Hargreaves Lansdown Hit by Woodford Woes


WSJ – Deutsche Bank Funding Costs Subdued Despite Share Price Slide


BBerg – Apple Just Announced It’s Selling a Max Monitor Stand for $999


FT – From bean to cup, what goes into the cost your coffee?


FT – Why Taiwan poses a threat to the US Bond Market


BusinessWeek – Wall Street Is Desperate for Wonks Who Can Explain the Rise of Populism


FT - Morgan Stanley warns on growing risk of US market downturn


FT – Global stocks slip as trade tensions escalate


Forbes – History Tells Us Why The Fed Should Take The Inverted Yield Curve Seriously 


SCMP – Has Asia’s commercial property bull market peaked? Here are three reasons to suggest it has further to run


FT – Blackstone seals record $18.7 bln private real estate deal


Bberg – World’s Longest Flight to Be Even Less Comfortable Than Expected


WSJ – Softbank Faces Challenges Raising Latest $100 Billion Fund


WSJ – Plunging Yields Expose Sorry State of European Banks


Thunderer – Lendy’s collapse like watching a “slow motion car crash”


FT – Bond market is yelling rate cut but Fed unlikely to listen


Zerohedge – Domino 2: Chinese Bank with $105 bln in Assets on Verge of collapse (following Baoshang failure.) 


FT – Gold hits two-month high as stock markets fall


FT – Aviva’s confused plan will show that breaking up is hard to do


Thunderer – UK Manufacturing sector contracts after stockpiling frenzy


FT – Britain is now stranded in Brexit Limbo


FT – UK Politics: the epic fight to the Brexit finish line


FT - Brexit party’s storming victory ramps up no-deal pressure


Forbes – China’s Richest Start Leaving As the Trade War Escalates


FT – Pollution: the race to clean up the shipping industry


   

 

   

Bill's recent article for Aviation Life - Sailing and Flying

https://secure.viewer.zmags.com/publication/7abffbe9#/7abffbe9/24


   




Blain Speaks....

25 March 2019 

Global Market Update


Explaining Brexit - The Treaty of Westphalia

This best explains the complexity of European negotiations...