Thursday, March 30, 2017

Thursday Evening Links

[Reuters] Wall Street rises, aided by growth data; Nasdaq ends at record

[Bloomberg] Fed's Dudley Says Fiscal Stimulus Outlook Shifts Risks to Upside

[Bloomberg] Mexico Raises Rate as Inflation Hits Highest Since Recession

[Bloomberg] Draghi's German Problem May Fizzle as ECB Sticks to Its Plan

[Bloomberg] JPMorgan economist sees Fed shrinking balance sheet starting 2018

[FT] Upbeat mood drives record emerging market sovereign debt sales

Thursday's News Links

[Bloomberg] Stocks Rise, Treasuries Fall as Dollar Fluctuates: Markets Wrap

[Bloomberg] U.S. Fourth-Quarter Growth Revised Upward to 2.1% on Consumption

[Reuters] ECB policymakers want to stick to plan, one calls for flexibility

[Reuters] Trump, conservatives try to put aside bitterness to cut tax deal

[Reuters] Clouds over Trump tax plan may curb appetite for U.S. stocks

[Reuters] Trump to unveil $1 trillion infrastructure plan in 2017: official

[Bloomberg] PBOC Seen Raising Money Rates Twice in 2017 to Cut Leverage

[Bloomberg] Bull Run in Emerging Markets Starts to Make the Bears Salivate

[Bloomberg] Big China Banks Cut Bad Loans as Profits Beat Forecasts

[Reuters] Exclusive: South Africa's Zuma considers stepping down early in deal to oust Gordhan

[WSJ] Trump Administration Signals It Would Seek Mostly Modest Changes to Nafta

[WSJ] Trump Administration Lays Groundwork to Keep Big Tariffs on Chinese Goods

[WSJ] Margin Debt Hit All-Time High in February

[WSJ] ECB’s Knot Says Central Bank Could Soon Start Unwinding Stimulus

[Reuters] China says 'no such thing' as man-made islands in South China Sea

[WSJ] U.S. War Footprint Grows in Middle East, With No Endgame in Sight

[WSJ] U.S., Turkey Set on a Collision Course

[Reuters] China says weapons won't stop unification with Taiwan