Wednesday, November 23, 2016

Wednesday Evening Links

[Bloomberg] Most on Fed Saw Rate Hike Relatively Soon With Less Labor Slack

[Bloomberg] Inside the Fed’s November Minutes: The Annotated Meeting

[Bloomberg] Treasuries Plunge Sends Yields to 16-Month High on Economic Data

[Bloomberg] Signs of Overheating Appear in a Big Chunk of the S&P 500's Membership

[Reuters] Big banks' relationship with Dodd-Frank: it's complicated

[Bloomberg] Fannie Mae, Freddie Mac Will Back Even Bigger Mortgages

[Reuters] Peaks, black swans and bonanzas: Market tips, bold calls and eyecatchers for 2017

[Bloomberg] Erdogan Unleashes Fury at Markets on Eve of Turkey Rate Decision

[WSJ] U.S. Government Bond Selloff Resumes

[WSJ] Bond Rout Pummels Muni Funds

[WSJ] Split Fed in November Signaled Rate Increase Could Come in December

[FT] Mrs Watanabe’s yen trade comes unstuck amid dollar surge

Wednesday's News Links

[Bloomberg] Dollar Gains as Data Bolster Rate Outlook; Treasuries Decline

[Reuters] Euro zone bond yields rise on report ECB will act to reduce scarcity

[Bloomberg] Gold Falls Below $1,200 as Stock Markets Boom, Fed Set to Raise

[Bloomberg] Sales of New U.S. Homes Declined to Four-Month Low in October

[Reuters] U.S. durable goods orders rebound, shipments rising

[Bloomberg] Mutual Funds See Massive Variations In Performance Following Trump's Win

[Bloomberg] Euro-Area Economic Growth Gathers Pace as Orders and Prices Rise

[Reuters] Cooling growth pulls China's yuan down to third place in global trade finance: SWIFT

[Bloomberg] How Apple Lost China to Two Unknown Local Smartphone Makers

[Reuters] Turkey's Erdogan rails against high interest rates on eve of central bank meeting

[Bloomberg, Gilbert] Bond Market Is Right to Worry About Italian Vote

[FT] Trump bond sell-off deals blow to ECB buying

[FT] Renminbi’s record weakness flies below the radar

[WSJ] Sectors Go Wild: S&P 500 Correlations Crumble

[WSJ] China Has Warned of Retaliation if U.S. Levies Tariffs, Commerce Secretary Says

[WSJ] Fed Minutes Will Offer Some Insight Despite Major Shifts

[Washington Post] These maps show how Russia has Europe spooked