Thursday, January 25, 2018

Thursday Evening Links

[Bloomberg] Dollar Erases Drop on Trump Backing; Stocks Mixed: Markets Wrap

[CNBC] Trump says he wants 'strong dollar': CNBC interview

[Bloomberg] U.S. New-Home Sales Declined More Than Forecast in December

[Bloomberg] Market Is Reminiscent of 1994 Bond Selloff, Canyon's Friedman Says

[Reuters] ECB hits out at Washington for talking down the dollar

[Bloomberg] A Normally Reliable Quant Strategy for Stocks Goes Haywire

[Bloomberg] Worthless Auto Trade-Ins Signal Riskier Loans

[Bloomberg] Some ECB Officials Prefer June for Next Policy Shift

[Reuters] Turkey to U.S.: End support for Syrian Kurd YPG or risk confrontation

[WSJ] Steven Mnuchin vs. Mario Draghi: The ECB Loses

Thursday's News Links

[Bloomberg] Dollar Extends Drop After Draghi; U.S. Stocks Rise: Markets Wrap

[Bloomberg] ECB Keeps Policy Unchanged as Euro Gains Risk Curbing Inflation

[Bloomberg] Draghi Sees Inflation Optimism in Recovery But Euro a Concern

[Bloomberg] Draghi Says Mnuchin Dollar Comments Concern to ECB Officials

[CNBC] Mnuchin says 'dollar is not a concern of mine,' supports free trading in currency markets

[Reuters] ECB takes swipe at U.S. for breaking agreement not to stir currencies

[Bloomberg] China Starts Experiment to Tame Its Wild Property Market

[Bloomberg] What's Next in China's Bid to Cool Housing Market: QuickTake Q&A

[Bloomberg] HNA Share Pledges Are Behind Frozen Bank Accounts

[Bloomberg] Goldman Warns Trump's Not Done as Aluminum Levy May Be Next

[Bloomberg] Puerto Rico Fiscal Plan Leaves Almost No Money for Bond Payments

[NYT] China Will Tame Its Growing Debt Load in 3 Years, Top Xi Adviser Says

[NYT] Why Strong Growth Is a Headache for the European Central Bank

[NYT] Hurricane-Torn Puerto Rico Says It Can’t Pay Any of Its Debts for 5 Years

[WSJ] Making the Dollar Weak Again

[WSJ] Mnuchin Plays Down Dollar Comments After Selloff

[FT] Inflation threat gnaws away at bond investors

[FT] Draghi case to go slow on withdrawal of ECB easing under scrutiny

[FT] China’s date with real financial deleveraging will have to wait