Friday, February 3, 2017

Friday Evening Links

[Bloomberg] Friday Bank Rally Lifts S&P 500 to Weekly Gain Amid Trump Orders

[Reuters] Trump ignites political fight over U.S. banking law reforms

[CNBC] Here's what everybody is getting wrong about changes to banking rules

[Bloomberg] Hedge Fund Investor Letters Show Managers Are Stumped by Trump

[Reuters] Trump administration imposes fresh Iran-related sanctions

[NYT] Trump Moves to Roll Back Obama-Era Financial Regulations

[WSJ] Trump’s First Weeks Leave Washington— and the White House Staff—Panting

[CNBC] What an unraveling of the Iran nuclear deal could look like

[Reuters] Europe without Merkel? Investors think through another 'surprise'

[Reuters] France's Le Pen kicks off election campaign at Lyon rally

[AFP] Nine more killed in Ukraine as US presses Russia

Friday's News Links

[Bloomberg] Treasuries Rise With Stocks as Wage Data Disappoint: Market Wrap

[Bloomberg] Payrolls in U.S. Increase 227,000 While Wage Growth Weakens

[Reuters] Asian stocks tumble most in two weeks after China tightens policy

[Bloomberg] Japan Yields Swing, China Rates Rise on BOJ, PBOC: Markets Wrap

[Bloomberg] Bank of Japan Disappoints With Bond Purchases, Roiling Markets

[Bloomberg] China Tightens Monetary Policy by Raising Money Market Rates

[Bloomberg] Gold Demand Rises to Three-Year High on Political Upheaval

[Bloomberg] Trump CEO Brain Trust Huddles as Corporate America Splits

[Bloomberg] Deutsche Bank to Cut Equities and Fixed Income Trading Staff

[Bloomberg] No Fireworks for Chinese Stocks After Week-Long Break

[WSJ] Donald Trump Plans to Undo Dodd-Frank Law, Fiduciary Rule

[WSJ] China Tightens Monetary Policy by Raising Repo Rates

[WSJ] Trump’s Bluntness Unsettles World Leaders

[FT] ‘Trump Trade’ ramps up pressure on the Bank of Japan

[FT] Republicans’ attack on Federal Reserve unnerves European banks