Wednesday, November 16, 2016

Thursday's News Links

[Bloomberg] U.S. Stocks Little Changed After Yellen Testimony, Economic Data

[Bloomberg] Treasuries Decline After Yellen Testimony; Crude Oil Advances

[Bloomberg] Yellen Says Fed Interest Rate Hike Could Come ‘Relatively Soon’

[Reuters] U.S. consumer prices post largest gain in six months

[Bloomberg] Jobless Claims in U.S. Decline to Lowest Level in Four Decades

[Bloomberg] Housing Starts in U.S. Surged to a Nine-Year High in October

[Bloomberg] BOJ First Unlimited Bond Buys Get No Bids After Yields Retreated

[WSJ] Theranos Whistleblower Shook the Company—And His Family

[Bloomberg] U.S. Mortgage Rates Soar to 10-Month High After Trump Bond Rout

[CNBC] Yellen takes hot seat in middle of first congressional debate on Trump stimulus

[Reuters] ECB minutes firmly point to Dec for decision over asset buys

[Reuters] Mexico central bank may deliver big rate hike after peso's Trump tumble

[Bloomberg] The Strange Consequences of India's Unprecedented Banknote Ban

[Time] First Brexit, Then Trump. Can Italy Avoid a Populist Uprising in Crucial Referendum?

[Reuters] Italy won't bend budget plan for EU, says Renzi advisor

[Reuters] Brazil arrests former Rio governor in corruption probe: police

[Reuters] Leverage levels hit post-crisis high in Europe's loan market

[Bloomberg] Monet Painting Sells for Record $81.4 Million at Christie’s

[FT] US and EM investors take opposing bets on Trump’s presidency

[FT] Renminbi fixed weaker for record-equalling 10th straight day

[FT] Global bond issuance still hot despite market turbulence

[Reuters] Europe at risk of collapse; France, Germany must lead - French PM

[Reuters] China's interference in Hong Kong reaching alarming levels: U.S. congressional panel

Wednesday Evening Links

[Bloomberg] BOJ Announces First Unlimited Bond Purchases After Yields Jumped

[Reuters] Dow, S&P drop as financials' rally ebbs, tech boosts Nasdaq

[Bloomberg] Dollar Posts Longest Winning Streak Since 2012 as Fed Hike Seen

[Bloomberg] Investors Just Flooded Into Financials at the Fastest Weekly Pace Ever

[Bloomberg] Hensarling Says He’s Willing to Tweak Dodd-Frank Overhaul Plan

[CNBC] Goldman Sachs sees Trump leading to more aggressive Fed, 'ambiguous' growth outlook

[Bloomberg] China Holdings of U.S. Treasuries Decline to Lowest Since 2012

[Reuters] Euro crisis over? 2017 politics could be markets' biggest test yet

[Reuters] Illinois' unfunded pension liabilities reach $130 billion: study

[CNBC] Pay more, get less: Americans have the worst health among 10 wealthy nations

[Reuters] Exclusive: Central America to seek Mexico's support after Trump win

[WSJ] The $19.8 Trillion Hurdle Facing Higher U.S. Inflation

[WSJ] Bond Selloff Highlights Liquidity Shortage, Changing Strategies

[WSJ] Yuan’s Slide May Have More to Do With Economics Than Donald Trump

[WSJ] In Trump’s China, Industrial Subsidies Loom Large

Wednesday's News Links

[Bloomberg] U.S. Stocks Retreat With Bonds on Trump-Fed Nexus; Dollar Gains

[Bloomberg] Government Bonds Fall Worldwide on Trump-Fed Nexus; Oil Declines

[Reuters] Asia shares win reprieve as bond rout pauses for now

[Bloomberg] Fed Rate-Hike Odds Approach 100% in Anticipation of Trumpenomics

[Bloomberg] U.S. Mortgage Applications Gauge Slumps to Lowest Since January

[Bloomberg] Another Financial Warning Sign Is Flashing in China

[Bloomberg] What a Trump-Branded Federal Reserve Might Look Like

[Bloomberg] How Hedging and a Certain Someone Upended the Year of the Peso

[Reuters] U.S. panel says China state firms should be banned from buying U.S. companies

[Bloomberg] The Best and Worst Countries to Be a Rich CEO

[WSJ] Trouble Brewing in Commercial Real Estate

[FT] Global inflation expectations soar to 12-year highs after Trump – BAML survey

[FT] Ray Dalio warns on new era of globalisation in retreat