Thursday's News Links

[Reuters] Dollar rises, global stocks hold highs on March Fed rate hike bets

[Bloomberg] Global Stock Rally Shifts to Asia After U.S. Highs: Markets Wrap

[Bloomberg] Data-Dependent Yellen Running Out of Reasons to Delay Hike

[Bloomberg] U.S. Initial Jobless Claims Drop to Lowest in Almost 44 Years

[Bloomberg] Euro-Area Inflation Hits 2 Percent as ECB Debates Policy

[Bloomberg] Two Percent Inflation Not Enough for Draghi to Shift Policy

[Reuters] China February factory growth faster than expected as exports rebound - Caixin PMI

[Bloomberg] China's New Bank Watchdog Vows to Crack Down on Shadow Lending

[Bloomberg] New Risks Loom for China Local Debt, This Time in Dollars

[Bloomberg] Yuan's Calm Faces Test With Dollar Rally as Fed Rate Bets Surge

[WSJ] Nationalists and Economic Growth: The Bad and the Good

[FT] US share buybacks punch below their weight

[WSJ] China’s Xi Positions Allies for Transition Battle

Wednesday Evening Links

[Bloomberg] Fed's Brainard Says Rate Hike Will Likely Be Appropriate Soon

[Bloomberg] Fed Says U.S. Growing Modestly With Subdued Signs of Inflation

[CNBC] 'Pure exuberance': Investor sentiment hasn't been this high since two bubbles ago

[Bloomberg] U.S. Not Bound by WTO Decisions, Trump Warns in Trade Agenda

[Bloomberg] Record Warmth Could Turn Into a Disaster for U.S Fruit Growers

[WSJ] Donald Trump’s Speech Agenda Will Face Legislative Challenges

[WSJ] Donald Trump’s Labor Department Proposes Delaying ‘Fiduciary’ Rule

[FT] Fed shifts away from lingering over rate rise decisions

[FT] Markets shift attention from Trump towards Federal Reserve

[FT] Republicans ask how long Trump’s presidential tone can last