Les dépêches jeudi , Yellen à nouveau hésitante enflamme les marchés

[Bloomberg] Asian Stocks to Gain as Yellen Spurs U.S. Rally: Markets Wrap

[Reuters] Global policy shift exposes BOJ yield curve control flaw

[Bloomberg] China June Exports Rise 17.3% as Global Trade Rebound Continues

[Bloomberg] Used-Car ‘Time Bomb’ Expected to Drag on U.S. Auto Sales

[Bloomberg] Behind China’s Boldest Dealmaker, Billions in Pledged Shares

[FT] Fed chair Yellen gives succour to inflation doves

[FT] Canada’s rate rise is latest shift in global central bank policy

Rappel mercredi soir 

[Bloomberg] U.S. Stocks, Bonds Jump on Go-Slow Fed; Oil Climbs: Markets Wrap

[Reuters] Fed’s Yellen says rate and portfolio plans on track, cautions on inflation

[Bloomberg] Yellen’s Take on Inflation Shifts Subtly in Remarks to Congress

[Bloomberg] Beige Book Adds to Fed’s Conundrum Over Jobs and Wages

[Bloomberg] Why Credit Spreads Are Resisting Threats From Rising Rates

[Bloomberg] Investors Don’t Hate All Fund Managers, Just U.S. Stock-Pickers

[CNBC] A big deal in nonprime mortgages proves leery investors are finally hungry again

[Reuters] S&P warns more sovereign downgrades likely this year

[Reuters] Credit market a bigger systemic risk than during 2008 crisis: Bank of England

[CNBC] Two major Wall Street banks are saying stocks will struggle the rest of the summer

[CNBC] Machines taking over hedge funds despite lack of evidence they outperform humans

[Bloomberg] The Bank of Canada Shows It’s the Federal Reserve of the North

[WSJ] Yellen: Inflation Should Rebound, but Fed Could Alter Policy if Softness Persists

[WSJ] China’s Booming Housing Market Proves Impossible to Tame


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