Wednesday, April 25, 2018

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

Wednesday's News Links

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

[Bloomberg] Oil Steadies as Trump Unmoved by Macron Push for New Iran Deal

[Bloomberg] A $3 Trillion Credit Market Has Corporate Bond Investors on Edge

[Bloomberg] Two-Year U.S. Yields at 2008 Highs Are Scarier Than a 3% 10-Year

[Bloomberg] High-Yield Bond Sales Ramp Up Amid Concerns Over Volatility

[Bloomberg] As Most Crowded Trades Turn Sour, Fund Managers Brace for Pain

[Bloomberg] ‘High Water Mark’ Confusion Grabs Hold of Markets: Taking Stock

[Bloomberg] Why High-Flying U.S. Home Prices Are About to Get Another Jolt

[CNBC] Companies are complaining they can't find enough truck drivers to ship their stuff because of Amazon

[Bloomberg] China warns of more action after military drills near Taiwan

[Bloomberg] Turkey Surprises With Bigger Rate Hike to Bolster Lira

[WSJ] As ECB Contemplates Rate Move, Storm Clouds Gather Over Eurozone

[FT] US stocks hit by profit fears and rising bond yields

[FT] We must heed warnings from the 1970s bear market

[FT] N Korea summits fuel Beijing fears of losing sway over Pyongyang