Monday's News Links

[Bloomberg] Banks' Surge Takes Europe's Stock Rally Into 2nd Day; HSBC Rises

[Bloomberg] Oil Advances for a Second Day After Bullish Bets Increase

[Bloomberg] Emerging Stocks Rebound on Stimulus Bets as China Vows Stability

[Reuters] Turkish bonds fall, CDS rise on Syria border tensions

[Bloomberg] China's Bad Loans Rise to Highest in a Decade as Economy Slows

[Reuters] ECB in talks with Italy over buying bundles of bad loans

[Reuters] Storm clouds gather on Italy's budget horizon

[Bloomberg] ECB's 'Whatever It Takes' May Be Too Much for German Top Court

[Bloomberg] Soaring Chinese Imports From Hong Kong Renew Fake Trade Concerns

[Bloomberg] Hong Kong Land Price Plunges Nearly 70% in Government Tender

[Bloomberg] Brazil's 5,500 Bankruptcies in 2015 Signal Deeper Credit Crisis

[FT, Sender] There is worse to come as QE loses its impact

[WSJ] Chinese Banks May Need All the Help They Can Get

[WSJ] Italian Banks Are All In It Together—and That’s the Problem

[Reuters] Turkey vows 'harsh reaction' if Kurds try to take Syrian town

[FT] Tensions between Russia and Turkey mount

[Reuters] U.S. admiral warns against Chinese fighter flights from South China Sea runways

[Washington Post] Ukraine and Russia close their borders to foreign truckers

Sunday Evening Links

[Bloomberg] China’s Stocks Tumble as Markets Reopen After Week-Long Holiday

[Bloomberg] China’s Exports Drop in January as Challenges Flow into New Year

[Bloomberg] Yuan Rises Most Since 2005 as PBOC Voices Support, Raises Fixing

[Bloomberg] Japan Leads Asian Stock Rebound as Yen, Gold Fall; Oil Near $29

[Bloomberg] Oil Resumes Drop as Iran Loads Post-Sanctions Cargo to Europe

[Bloomberg] Yen Holds Retreat With Asian Stocks Outside China Set to Rebound

[Bloomberg] Dollar Fragile to China Return as Hedge Funds Sour on Greenback

[Bloomberg] Japan Fourth-Quarter GDP Fell Annualized 1.4%

[Bloomberg] Five Countries Being Squeezed by Currency Pegs

[FT] Market turmoil causes sharp losses at US hedge funds

[NYT] Severe Contraction and Falling Prices in Japan Signal Tough Test for Abenomics

Sunday's News Links

[Bloomberg] Currency Dilemma Looms for PBOC After Holiday

[Bloomberg] PBOC's Zhou Breaks His Long Silence

[Reuters] Fed's "dot plot" looks increasingly out of touch on rates

[CNBC/FT] PBoC governor downplays forex fears

[Bloomberg] Qatar Stocks Lead Mideast Advance After Best Oil Rally Since '08

[Bloomberg] Saudi Arabia Said to Ease Rules on Bank Loans to Boost Liquidity

[Bloomberg View] Europe's Convinced U.S. Won't Solve Its Problems

[Reuters] Obama to Russia's Putin: cease air campaign on moderate Syrian opposition - White House

[Bloomberg] Saudi Arabia Moves Jets to Turkey, Offers Troops to Fight IS

[Reuters] Turkey shells Syrian Kurds, Russia says will keep bombing anti-Assad rebels

[UK Guardian] Syria: Turkey and Saudi Arabia consider ground campaign following border strikes