Thursday Afternoon Links

[Bloomberg] Stocks Rise to Records as Dollar, Bond Yields Fall: Markets Wrap

[Bloomberg] U.S. Budget Deficit Is Widening Even Before Tax Cuts Factored In

[CNBC] Fed's Dudley warns that tax cuts putting economy on an 'unsustainable path'

[Bloomberg] Dudley Says He Worries Tax Cuts Risk Overheating U.S. Economy

[Reuters] U.S. will renegotiate NAFTA or pull out: Mnuchin

[Reuters] Walmart wage hike may show wage pressures building for lowest paid

[Bloomberg] Junk-Bond Funds See Largest Cash Inflows Since December 2016

[CNBC] David Rosenberg: Fed taking on role of 'serial bubble blower'

[Reuters] Putin says 'shrewd and mature' North Korean leader has 'won this round'

[WSJ] Shares Are Wildly Overpriced. But Bonds May Be Even Worse

[FT] ECB joins central bank chorus hinting at faster tightening

[WSJ] The Spark Behind Iran’s Unrest: Millions of Defrauded Investors