Wednesday, January 17, 2018

Wednesday Evening Links

[Bloomberg] Asian Stocks Head for New Highs, Bonds Hold Losses: Markets Wrap

[Reuters] Exclusive: Trump says terminating NAFTA would yield the 'best deal' in renegotiations

[Bloomberg] Fed Says Almost All Districts Saw Modest to Moderate Growth

[Bloomberg] China, Japan's Share of Treasuries Hits Lowest Since 2000

[Bloomberg] Pimco Says Lack of Fear in Markets Means You Should Be Worried

[Bloomberg] Beware the $500 Billion Bond Exodus

[Bloomberg] The Value of New York Real Estate Jumps More Than 9%

[Bloomberg] Trump's Tax Cuts Let Banks Off the Hook for Lousy Trading Results

[Bloomberg] China Bond Traders Are Underestimating Inflation Risk, CCB Warns

[CNBC] Few large US companies say they'll use tax savings to boost wages, CNBC survey finds

[WSJ] ‘Melt-Up’ Rally Propels Dow Above 26000 as Fear Turns to Greed

[WSJ] Millions Bought Insurance to Cover Retirement Health Costs. Now They Face an Awful Choice

[WSJ] Strongman Xi Jinping Now a Big Risk for China’s Economy

Wednesday's News Links

[Bloomberg] Stocks Rise as BofA Continues Strong Bank Earnings: Markets Wrap

[Bloomberg] House GOP Bid to Avert Shutdown Gains Steam as Deadline Near

[Bloomberg] U.S. Manufacturing Output Rose in December for a Fourth Month

[CNBC] Stock market optimism from pros reaches highest level in nearly 32 years

[CNBC] Stock market's wild flip flop comes as warning signs build

[Bloomberg] Euro Frustrates ECB Policy Makers as Stimulus Debate Heats Up

[Reuters] Japan central bank to keep policy on hold, offer upbeat inflation view

[Reuters] China banking regulator chief warns 'black swan' event could threaten financial stability

[Bloomberg] Third HNA Unit Halted From Trading, Pending Major Announcement

[Bloomberg] Germany Asks Whether Its Economic Boom Needs a Policy Rethink

[Bloomberg] Did Bitcoin Just Burst? How It Compares to History's Big Bubbles

[Bloomberg] VIX May Have Finally Found Its Floor, Macro Risk Advisors Say

[Bloomberg] Yen Is Top Currency Wager for Funds Betting on BOJ Shift

[Bloomberg] Japan's Budget Goal Is Being Deferred Again

[Bloomberg] Asia Dollar Bond Boom Intensifies With Sky High Investor Demand

[WSJ, Feldstein] Stocks Are Headed for a Fall

[WSJ] Fed’s Kaplan Expects 3 Rate Rises This Year, but Says More May Be Needed

[WSJ] China’s Hot Housing Market Begins to Cool

[FT] Dollar’s weakness unsettles central bankers

[FT] Era of low yields faces test as governments increase debt sales

[FT] China infrastructure projects fall foul of debt concerns