Thursday's News Links

[Bloomberg] Stocks Advance as Results Roll In; Treasuries Jump: Markets Wrap

[Bloomberg] Oil Rises as Speculation on Iran Deal Counters Stockpile Gain

[Reuters] U.S. weekly jobless claims fall to lowest level since 1969

[Bloomberg] ECB Keeps Policy Unchanged as Slower Growth Favors Caution

[Bloomberg] U.S. Homeowner Vacancy Rate Declines to Lowest Level Since 2001

[Bloomberg] Ford Retreats From American Car Business in Penny-Pinching Push

[Bloomberg] The Next 9 Days Will Teach Us a Lot About the U.S. Economy

[Bloomberg] Selling a Home in May? These Cities Command a Premium

[NYT] The Era of Very Low Inflation and Interest Rates May Be Near an End

[NYT] Fed Officials Worry the Economy Is Too Good. Workers Still Feel Left Behind.

[NYT] Who Will Win the New Great Game?

[WSJ] Beijing Ready to Hit Back if U.S. Curbs Chinese Investments

[WSJ] How Mario Draghi Could Explain Eurozone Economy’s Apparent Slowdown

[FT] US housing: how Fannie Mae and Freddie Mac became rental powerhouses

[FT] Strong earnings fizzle as Wall Street worries about peaks

Wednesday Evening Links

[Bloomberg] Asia Stocks to Gain; Dollar Holds at 3-Month High: Markets Wrap

[Bloomberg] Stocks Mixed as Optimism `Hijacked' by Rates: Markets Wrap

[Reuters] U.S. 10-year yield rises above 3 pct on supply worries

[Bloomberg] ‘Grotesque’ Leverage and Rising Rates Are Already Causing Damage, Says SocGen

[CNBC] Death of the earnings beat: Investors don't care that companies are blowing away Wall Street's estimates

[Reuters] ECB to play down soft data, keep door open to ending bond buys

[Reuters] U.S. probing Huawei for possible Iran sanctions violations: sources

[WSJ] Higher Rates Hide a World of Easy Money

[FT] A fast-changing market requires a disciplined US Federal Reserve