Thursday, February 2, 2017

Thursday Evening Links

[Bloomberg] Asian Stocks to Gain as China Returns From Break: Markets Wrap

[Bloomberg] Dollar Pares Drop, Risk Appetite Subdued Ahead of Jobs Data

[Reuters] Trump risk, Fed uncertainty weighs on dollar, stocks

[CNBC] Paul Ryan: We can't start on tax reform and infrastructure until spring

[Bloomberg] Carney Says Central Bankers’ 15 Minutes of Fame Is About to End

[Reuters] Republicans back tough Iran line; Trump says nothing off table

[Reuters] Exclusive: U.S. expected to impose fresh sanctions on Iranian entities - sources

[Reuters] Putin accuses Kiev of provoking flare up in fighting in east Ukraine

[NYT] For Europe, There’s a New Threat in Town: The U.S.

[FT] Passive investing set to claim half of equity and bond markets

Thursday's News Links

[Bloomberg] Dollar Falls as Fed Path Assessed; Stocks Retreat: Markets Wrap

[Reuters] Asian shares at four-month high, dollar soft after nonchalant Fed

[Reuters] Trump's dollar paradox promises roller-coaster ride for currencies

[CNBC] Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh

[Bloomberg] U.S. Productivity Gains Cooled Last Quarter; Labor Costs Rose
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[Bloomberg] Carney Braces for Brexit Twists as BOE Inflation Unease Grows

[Reuters] IMF deputy managing director warns on uncertain U.S. policy, rising protectionism

[Bloomberg] Yellen Eyes Commercial Real-Estate Froth as Fed Weighs ’17 Risks

[Nikkei Asian Review] Trump's latest enemy? Monetary policy

[NYT] With Steady Gains in Economic Outlook, Fed Leaves Interest Rate Unchanged

[Reuters] Trump adopts aggressive posture toward Iran after missile launch

[WSJ] Dollar Caught Between President Trump’s Tough Talk, Policy Plans

[WSJ] The Fed’s Bond Portfolio Is Growing Up, and That Means Less Support for the Economy

[WSJ] Young People Lose Confidence In Their Prospects as Homeowners

[FT] US corporate bond trading volumes hit record highs

[FT] Italy bond spread over Spain widens to 2012 high

[FT] Trump devaluation claims raise fears of global currency war

[FT] China labour unrest spreads to ‘new economy’

[FT] China sends its billionaires a chilling message

[Bloomberg] Trump Twitter Bursts Throw Decades-Old Alliances Into Chaos

[Reuters] Khamenei ally says useless for U.S. to threaten Iran over missile test: Fars