Tuesday's News Links

[Bloomberg] U.S. Stocks Fluctuate on Earnings, Treasuries Drop: Markets Wrap

[Reuters] Japan January flash manufacturing PMI shows fastest expansion in almost three years

[Bloomberg] May Faces Hurdles to Starting Brexit Talks After Court Rules

[Bloomberg] Inside the Mind of Mnuchin: Too-Strong Dollar May Hurt Economy

[Bloomberg] How Trump Would Rework Nafta—and What Mexico, Canada Want in Return

[Bloomberg] China Raises Medium-Term Lending Rates in Tightening Signal

[Bloomberg] Top Goldman Forecaster Urges China to Tighten Monetary Policy

[Bloomberg] BOJ Is Wary of Yield Target Hike Even If CPI Hits 1%

[Bloomberg] S&P 500 Options Showing Little Fear Over Trump Policy...For Now

[WSJ] Bankers Cash In on Postelection Stock Rally

[Reuters] Trump White House vows to stop China taking South China Sea islands

[Washington Post] Withdrawal from Trans-Pacific Partnership shifts U.S. role in world economy

[FT] US pledges to ‘protect our interests’ in South China Sea

[FT] Capital flight battle threatens China trade flows

[WSJ] China Floods Financial System With Cash Ahead of Lunar New Year

[Reuters] China urges U.S. to act and speak cautiously on South China Sea

[Washington Post] Is Trump ready for war in the South China Sea, or is his team just not being clear?

Monday Evening Links

[Reuters] Dollar, stocks slide on Trump's protectionist stance

[Reuters] Dollar tumbles to seven-week low on Trump uncertainty

[Reuters] Trump signs order withdrawing U.S. from Trans-Pacific trade deal

[Reuters] Trump Treasury nominee wants to loosen limits under Volcker rule -document

[Reuters] Trump tells manufacturers he will cut regulations, taxes

[Bloomberg] Wall Street Questions If Trump Can Turn His Promises Into Policy

[Bloomberg] Treasuries Extend Post-Inaugural Gains as Yield Curve Steepens

[Reuters] Fed's Lacker favors faster rate hike path to curb inflation

[Bloomberg] Hedge Funds Risk Treasuries Wipeout After Bearish Bets Soar

[Bloomberg] Le Pen Risk Flashes in Tightest Yield Spread to Spain Since 2010

[Bloomberg] A Rising Tide of Used Cars Threatens Ford’s Profits

[CNBC] Hedge fund assets top $3 trillion for the first time after boost from the Trump post-election rally

[WSJ] President Trump Focuses on Trade With Promise of ‘Very Major’ Border Tax

[CNBC] China: We can lead world beyond 'crisis' of Western democracy and capitalism

[Reuters] U.S. says will prevent China taking over territory in international waters