Tuesday's News Links

[Bloomberg] U.S. Stocks Drop for a Second Day; Oil Declines: Markets Wrap

[Reuters] World stocks sucked under by bond market breakout

[Bloomberg] Health Stocks Fall After Amazon, JPMorgan, Berkshire Announce Health-Care Deal

[CNBC] Trump advisor Cohn: President to focus on $1.5 trillion infrastructure plan in State of the Union

[CNBC] Home prices surge to new high, up 6.2% in November

[Bloomberg] Euro-Area Economy Posts Strong 2017 Finish Buoyed by ECB

[Bloomberg] HNA to Face $2.4 Billion Liquidity Crunch This Quarter

[Bloomberg] Most Foreign Companies Feel Less Welcome in China, AmCham Says

[Reuters] Microsoft issues update to disable Intel's buggy Spectre patch

[NYT] China Could Target U.S. Firms if Trump Levies Tariffs, Group Warns

[WSJ] Decade of Easy Cash Turns Bond Market Upside Down

[FT] US IPO market has strongest start to year on record

Monday Evening Links

[Bloomberg] Stocks Fall Most in 2018 as Treasury Yields Climb: Markets Wrap

[Reuters] U.S. budget deficit to top $1-trillion in 2019: budget experts

[Bloomberg] ECB Officials Assume QE Will End in Short Taper

[Bloomberg] It's Getting Hard for S&P 500 to Elude Bond Market Violence

[Bloomberg] Market Euphoria May Turn to Despair If 10-Year Yield Jumps to 3%

[CNBC] Fed Chair Janet Yellen's final meeting may bring out the hawk in her

[Bloomberg] Asian Junk Bond Deluge Spurs Concerns About Investor Protection

[WSJ] With Stocks Surging, Americans Are Saving at 12-Year Low

[FT] Global bond sell-off rattles markets

[FT] Beware emerging markets’ rising public debt levels