Tuesday, January 23, 2018

Tuesday Evening Links

[Reuters] Netflix lifts S&P, Nasdaq; J&J weighs on Dow

[Bloomberg] Crude Swings Higher on Signs of Shrinking Spare U.S. Supplies

[Reuters] Crunch time for NAFTA as negotiators open Montreal round of talks

[Reuters] Fed nominee Goodfriend: Current Fed policy "more or less" on right course

[CNBC] How these states are rebelling against the GOP tax code

[Bloomberg] Cracks Are Showing in China's Shadow Banking Industry

[Bloomberg] Kuroda Stock Whispering Returns as Nikkei Blasts Past 24,000

[Bloomberg] Japan's December Exports Rise 9.3% on Year Compared to Estimates of 10%

[Bloomberg] Davos Displays Weakness of Western Leaders

[CNBC] Exec from Gundlach's firm sees global growth pushing bond yields and commodities higher

[FT] Investors look to ECB for firmer deadline on end of QE

Tuesday's News Links

[Bloomberg] Treasuries Rally After BOJ; U.S. Stocks Fluctuate: Markets Wrap

[Reuters] Trump slaps steep U.S. tariffs on imported washers, solar panels

[Reuters] Asia fears U.S. tariffs on washing machines, solar panels just the start

[Politico] Why the shutdown battle is only on pause

[Bloomberg] Goldman Says Risk Appetite Has Reached ‘Extreme’ Levels

[Bloomberg] Kuroda Pushes Back Against Speculation Tightening Is Near

[NBC] Trump signs spending bill to end three-day government shutdown

[Bloomberg] Here's What Trump's Tariffs on U.S. Imports Are Doing to Markets

[Bloomberg] Japan’s Central Bank Keeps Stimulus Unchanged, Maintains Inflation Outlook

[Bloomberg] El-Erian Warns Financial Advisers on Over-Promised ETF Liquidity

[Bloomberg] Morgan Stanley Warns on U.S. Trade Risk and Suggests Hedges

[Reuters] Globalisation is losing its lustre, India's Modi tells Davos summit

[NYT] China’s Housing Market Is Like a Casino. Can a Property Tax Tame It?

[WSJ] It Has Been a Near-Perfect Investing Environment. But It May End Soon.

[WSJ] States Grapple With Federal Tax Cut That May Raise State Taxes

[WSJ] No Trade War With China—Yet

[FT] Private equity: flood of cash triggers buyout bubble fears