Friday's News Links

[Bloomberg] Stocks Sell Off as Gold Rises Before Trump Speech: Markets Wrap

[Reuters] Exclusive: Trump calls Chinese 'grand champions' of currency manipulation

[Reuters] China says no intention of using currency devaluation to its advantage

[Bloomberg] Mnuchin Tells Carney to Expect America-First Push on Regulation

[Bloomberg] The Trump Team's Evolving Currency-Market Rhetoric: A Timeline

[Politico] Trump’s ‘big fat bubble’ trouble in the stock market

[Reuters] Exclusive: Trump says Republican border tax could boost U.S. jobs

[Bloomberg] J.C. Penney to Shut as Many as 140 Stores as Industry Slumps

[Bloomberg] China's New Banking Regulator Chief Faces Daunting Challenges

[Bloomberg] China Said to Name Reformer Guo as Head of Banking Regulator

[Reuters] China steams past U.S., France to be Germany's biggest trading partner

[Bloomberg] Canadian Inflation Surges to 2.1% in January on High Gas Prices

[NYT] The Big Question for the U.S. Economy: How Much Room Is There to Grow?

[NYT] China Names Guo Shuqing, a Rapid-Fire Regulator, to Oversee Troubled Banks

[WSJ] Fed Isn’t Ready to Cut Balance Sheet Yet

[WSJ] Trump Team Broadens Search for Fed Regulatory Post

[FT] Germany and Italy back Brussels on Brexit

Thursday Evening Links

[Bloomberg] Asia Stocks Fall; Topix Pares Loss as Yen Slips: Markets Wrap

[CNBC] How Mnuchin's comments dinged the dollar, pumped up the peso

[Bloomberg] Republicans Call on Fed to Halt Rules Until Trump's Picks Are in Place

[Bloomberg] El-Erian Warns Bond Market It's Underestimating March Fed Odds

[Bloomberg] Pimco Says China Needs to Get Tougher in Cat-and-Mouse Debt Game

[CNBC] Stocks and bonds are at war over how much growth is coming under Trump

[CNBC] Trump's 'phenomenal' tax plan may have a hard time paying for itself

[Reuters] Germany's Social Democrats overtake Merkel's conservatives in poll

[Reuters] Upset at Trump, Mexico voices 'worry and irritation' to U.S. envoys

[WSJ] Can You Make Money in a Euro Collapse?

[WSJ] Trump Strategist Steve Bannon: ‘Every Day Is Going to Be a Fight’

[FT] Russia mobilises an elite band of cyber warriors

[FT] US prime property is magnet for illicit wealth, warns Treasury

Thursday's News Links

[CNBC] Dow and S&P hit record highs after Treasury Secretary points to significant tax reform

[CNBC] Treasury Secretary Mnuchin: We're committed to 'very significant' tax reform by August recess

[Bloomberg] Landlords Are Taking Over the U.S. Housing Market

[Bloomberg] Mnuchin Signals No Urgency to Name China a Currency Manipulator

[Bloomberg] Carney's Inflation Equation Heats Up as Stores Plan Price Hikes

[Politico] Trump looks for a reset with his address to Congress

[WSJ] Treasury Secretary Steven Mnuchin Sees Tax Overhaul by August

[WSJ] Border-Adjustment Tax Divides Energy Sector

[WSJ] China Shakes Up Top Economic Team Ahead of Major Power Shuffle

[WSJ] Top U.S. Officials Met With Defiance in Visit to Mexico

[FT] Reasons for Bunds rush go beyond fears of Le Pen win

[FT] Marine Le Pen has a better chance in France than you think