Monday's News Links

[Bloomberg] Stocks Rally Stalls; Euro Falls on French Politics: Markets Wrap

[Bloomberg] French Bonds Decline as Juppe Stays Out of Presidential Race

[Bloomberg] China's Credit Target Implies Adding Entire German GDP This Year

[Reuters] From politics to policy: bond markets count down to ECB

[Reuters] Chinese vice finance minister: Global economy challenged by uncertainty about Trump, Fed

[CNBC] Protectionism in China is growing, German ambassador to mainland says

[Bloomberg] Reflation Trade Still in Vogue After Stock Gains, JPMorgan Says

[Reuters] North Korea fires four ballistic missiles into sea near Japan

[WSJ] Conservative Groups Jeopardize GOP Plan to Repeal Affordable Care Act

[FT] So turns out Target2 imbalances in 2012 WERE a big deal

[WSJ] In Transition Year, Politics Drives China’s Economic Agenda

[WSJ] Everything the Market Thinks About Inflation Might Be Wrong

Sunday Evening Links

[Bloomberg] America's Treasuries Revolution in Limbo With Mnuchin in Charge

[Bloomberg] Coming Home to Roost: Chinese Property Investors Head for U.S. Exit

[Bloomberg] China's Li Walks Knife Edge on Growth as ‘Graver’ Risks Loom

[FT] Market questions: how frothy are equities and junk bonds?

[FT] China overtakes eurozone as world’s biggest bank system