Wednesday's News Links

[Bloomberg] U.S. Stocks, Oil Rise as Dollar Slips Before Fed: Markets Wrap

[Bloomberg] U.S. Consumer Prices Show Biggest Annual Increase Since 2012

[Bloomberg] Fed Poised to Revisit Inflation Forecast as Prices Pick Up

[Reuters] Fed expected to raise rates as U.S. economy flexes muscle

[Bloomberg] U.S. Retail Sales in February Post Smallest Gain in Six Months

[Bloomberg] U.S. Homebuilder Confidence Rises to Highest Since June 2005

[Reuters] Dutch vote in test of anti-immigrant sentiment in Europe

[Bloomberg] Where Are the Battlegrounds in the Dutch Election?

[Reuters] Trump budget would slice domestic programs, foreign aid

[Washington Post] China to Trump: We don’t want a trade war — but if there is one, you’d lose

[Bloomberg] Here’s One Chart That Captures the Debate Over Quantitative Easing

[Bloomberg] A Mountain of Bad Debt Looms Over Modi

[Bloomberg] How to Lose $4 Billion: Bill Ackman's Long Ride Down on Valeant

[WSJ] Fed Expected to Raise Rates, Hint at Future Increases

[NYT] Why Is the Fed Raising Rates? Better to Ask, Why Not?

[WSJ] Enter the Bear Market in Bonds?

[Reuters] Exclusive: Taiwan says Chinese military threat grows, U.S. regional strategy unclear

Tuesday Afternoon Links

[Bloomberg] Dollar Gains, Stocks Slip Before Fed as Oil Slumps: Markets Wrap

[CNBC] White House on Obamacare repeal: 'This is it,' passing another plan will be 'unbelievably difficult'

[Bloomberg] Puerto Rico Bonds Decline After Recovery Plan Leaves Less for Paying Debts

[NYT] Fed’s Challenge, After Raising Rates, May Be Existential

[WSJ] Investors View Junk Bonds as Most Overvalued in A Decade

[FT] Janet Yellen walks delicate Fed path on mortgage-backed bonds

[FT] Hugh Hendry’s zero-carry package

[Reuters] Turkey's Erdogan warns Dutch, minister floats economic sanctions