Thursday, April 26, 2018

Thursday Evening Links

[Reuters] Wall Street gains on strong earnings, tech resurgence

[CNBC] Amazon jumps after smashing earnings

[Bloomberg] Mnuchin's Treasury Poised to Rev Up Supply as Budget Gap Widens

[Reuters] White House adviser Kudlow says China trade talks 'long process'

[CNBC] With debt at $21 trillion and growing, ratings agencies still give US highest marks

[Reuters] Understanding Kim: Inside the U.S. effort to profile the secretive North Korean leader

[NYT] Mexican Election Could End the Welcome for U.S. Oil Giants

[FT] Resurgent dollar hits EM carry trade favourites

[FT] Chinese and US bond yields converge

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