Friday's News Links

[Bloomberg] Payrolls in U.S. Rise; Jobless Rate Falls to 4.6%

[Bloomberg] Emerging-Market Stocks Set for Biggest Decline in Three Weeks

[Bloomberg] Brent Heads for Biggest Weekly Advance Since 2009 on OPEC Pact

[Reuters] Asia shares pare gains; Treasury yields, oil off highs

[Reuters] Italy's Renzi launches last day of frantic referendum campaign

[Bloomberg] Italian Banks Flirt With Disaster Again as Renzi Teeters

[Reuters] ECB likely to announce six-month extension of QE program next week: Reuters poll

[Reuters] Bank of China sharply limits forex sales to companies in Shanghai: sources

[Bloomberg] China's Central Bank Is Facing a Major New Headache

[Bloomberg] Global Banks Rein in Lending to Turkey as Erdogan Roils Markets

[Bloomberg] OPEC's Surprise Move Spurred a Gigantic Inflow Into an Oil Stock ETF

[Economist] Why a strengthening dollar is bad for the world economy

[Reuters] U.S. state budgets to face low energy prices for years to come: Fitch

[CNN] 6 million borrowers are 90 days late on their car loans

[FT] Italy’s referendum casts shadow over banks’ bad loans

[NYT] With Populist Anger Rising, Italy May Be Next Domino to Fall

[WSJ] China Warns U.S. Against Blocking Aixtron Takeover

Thursday Evening Links

[Bloomberg] Treasuries Drop Before Jobs Data as Oil Gains; Tech Shares Sink

[Reuters] Fed may face unnerving shake-up under Trump administration

[Reuters] $4.1 billion pulled from U.S.-based taxable mutual bond funds during week: Lipper

[Bloomberg] Yields on Treasury-Backed Muni Bonds Soar to Highest Since 2009

[Bloomberg] Chipmakers Tumble Most Since June on Report Apple Cut Orders

[Reuters] Exclusive: How Putin, Khamenei and Saudi prince got OPEC deal done

[Bloomberg] Mexico Loses Central Bank Chief to BIS as Trump Risk Looms

[Bloomberg] Junk Rating for South Africa Might Be Hours Away and Last Years

[UK Telegraph, Evans-Pritchard] The greatest danger for Italy is the looming loss of the ECB shield

[NYT] The Guys From ‘Government Sachs’

[WSJ] Bond Market Slide Intensifies

[Dow Jones] Donald Trump Warns of Penalties If U.S. Firms Take Jobs Abroad

[WSJ] Foreign Companies Face New Clampdown for Getting Money out of China

Thursday's News Links

[Bloomberg] Treasuries Drop Before Jobs Data as Oil Gains; Dollar Declines

[Bloomberg] Dollar Slips Before Jobs Data as Oil Trades Near $50; Bonds Drop

[Bloomberg] Oil Trades Near $50 After OPEC Deal as Focus Moves to Execution

[Bloomberg] Asian Stocks Rise Most in Three Weeks on Oil Deal as Bonds Drop

[Bloomberg] Global Bonds Suffer Worst Monthly Meltdown as $1.7 Trillion Lost

[Bloomberg] Why November Was a Massive Month for Markets Around the World

[Bloomberg] Traders Are Betting that Volatility Is About to Spread

[Reuters] Markets swing violently against Italy without clear idea of outcome

[Bloomberg] Bonds Vulnerable Whether the News From Europe Is Good or Bad

[Bloomberg] China Factory Gauge Matches Post-2012 High as Large Firms Lead

[CNBC/NYT] As Auto Lending Rises, So Do Delinquencies

[CNBC] Layoffs fall to lowest level of 2016 — and only just above 16-year bottom, Challenger report shows

[Reuters] BOJ policymaker pledges to maintain huge bond buying

[CNBC] Italy’s populist party wants to renegotiate euro membership

[FT] Investors favour corporate debt on US stimulus hopes

[FT] Yen edges out Mexican peso as November’s worst-performing currency

[FT] November’s record-breaking highlights — in numbers