Tuesday, January 14, 2020

Tuesday Evening Links

[Reuters] Wall Street dips from record in 'Jason Bourne market'

[CNBC] Yen gains, yuan weakens on report tariffs on China to stay through US election

[Reuters] U.S. to maintain tariffs on Chinese goods until Phase 2 deal: Mnuchin

[CNBC] Phase one trade deal could be less than market hopes: ‘Tariffs have now become a roach motel’

[Reuters] U.S., EU, Japan agree new subsidy rules with China trade in focus

[AP] US-China pact signing to ease tension but leave much undone

[Reuters] Trump administration moves toward blocking more sales to Huawei: sources

[CNBC] The stock market has never been this big relative to the economy, signaling it could be overvalued

[Reuters] Junk-rated energy firms speed to debt markets after 2019 drought

[Reuters] China to ramp up U.S. car, aircraft, energy purchases in trade deal: source

[Reuters] BOJ's Kuroda says won't hesitate to ease further if needed

[Bloomberg] China Tariffs to Stay Put Until After U.S. Vote Despite Deal

[Bloomberg] Fed’s George Says Keep Rates Steady ‘For Now’ to Assess Economy

[Bloomberg] A Decade Without Fed Hikes Comes Into View for Bond Investors

[Bloomberg] The Stronger Yuan Is Sending Waves Through Assets Worldwide

[Bloomberg] Peak Permian Oil Output Is Closer Than You Think, Investor Says

[FT] Federal Reserve to keep repo interventions at elevated levels

[FT] Europe frets over migration as Turkey and Russia gain Libya sway

Tuesday's News Links

[Reuters] Stocks pause after rally, JPMorgan results draw cheer

[Reuters] Yuan soars, stocks scale heights as markets cheer imminent Sino-U.S. deal signing

[Reuters] Oil prices rise ahead of trade deal, likely stock draw

[Reuters] U.S. consumer prices increase moderately in December

[CNBC] Here’s what’s in the phase one China trade deal Trump is signing this week

[Reuters] China to ramp up U.S. car, aircraft, energy purchases in trade deal: source

[CNBC] JP Morgan earnings crush analysts’ estimates as bond trading revenue surges by nearly 90%

[Reuters] China December trade beats forecasts: exports up 7.6%, imports up 16.3%

[Bloomberg] South Korea’s Moon Vows ‘Endless’ Measures to Cap Property Prices

[Bloomberg] How World’s Fastest-Growing Economy Plunged Into Stagflation

[Bloomberg] Inflation Surprises in Europe’s East Back Case for Rate Hikes

[Bloomberg] Market Melt-Up May Have Gone Too Far, Some Measures Indicate

[Bloomberg] How Libya Became the Ultimate Proxy Conflict

[WSJ] Hedge Funds Could Make One Potential Fed Repo-Market Fix Hard to Stomach

[WSJ] How the U.S. and China Settled on a Trade Deal Neither Wanted

[FT] India’s economy faces severe challenges