HALISTER1: U.S. ECO PREVIEW: FOMC Minutes Due in 5 Minutes

U.S. ECO PREVIEW: FOMC Minutes Due in 5 Minutes

(Bloomberg) -- Minutes cover Nov. 1-2 meeting of Federal Open Market Committee; to see preview, click here.
  • FOMC signaled it could soon tighten
  • In testimony to last week to Congress, Fed Chair Janet Yellen signaled that judgment still holds
  • Market implied probability of rate change in December currently ~100%
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Janet Yellen (Federal Reserve System)

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UUID: 7947283

HALISTER: NRG Completes Largest Purchase of Wind, Solar Assets (Correct)

NRG Completes Largest Purchase of Wind, Solar Assets (Correct)

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
NRG US (NRG Energy Inc)
SUNEQ US (SunEdison Inc)

People
Craig Cornelius (NRG Energy Inc)
David Crane (Pegasus Capital Advisors LP)
Mauricio Gutierrez (NRG Energy Inc)

Topics
YieldCo, Dividend Holding Cos

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UUID: 7947283

HALISTER: NRG Completes Largest Acquisition of Wind and Solar Assets

NRG Completes Largest Acquisition of Wind and Solar Assets

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
NRG US (NRG Energy Inc)
SUNEQ US (SunEdison Inc)

People
Craig Cornelius (NRG Energy Inc)
David Crane (Pegasus Capital Advisors LP)
Mauricio Gutierrez (NRG Energy Inc)

Topics
YieldCo, Dividend Holding Cos

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To modify this alert, click here

UUID: 7947283

HALISTER1: Easy PBOC Stance, Not Trump, Fueling Bond Sell-off: CrossBorder

Easy PBOC Stance, Not Trump, Fueling Bond Sell-off: CrossBorder

(Bloomberg) -- Rapidly growing PBOC balance sheet is driving up Chinese and global inflation and fueling the bond market sell-off, rather than concern about Trump’s policies, CrossBorder Capital said in note.
  • Not expecting reversal of easy PBOC policy in 2017; Chinese economy already responding well as seen by improved PPI, upward trend in major commodity prices
  • PBOC balance sheet expanding at 12.1% annualized rate over 6 months
  • Debt metrics are high but “not yet so stretched” given PBOC’s tight control of monetary system
  • CrossBorder keeping positive view on EM and commodities and negative view on bonds
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
PBCZ CH (People's Bank Of China)

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UUID: 7947283