Wednesday, January 15, 2020

Thursday's News Links

[Reuters] Stocks near record on trade deal, robust earnings

[CNBC] US retail sales climb in December, and November sales were revised up

[CNBC] Homebuilder optimism slips slightly to start 2020 but is still high

[Reuters] U.S. weekly jobless claims drop more than expected

[Reuters] Doubts linger after U.S. and China sign initial trade deal

[Reuters] Trade deal no panacea for rocky U.S. relations with China

[Reuters] China's home price growth at almost 1-1/2-year low, further softening seen

[CNBC] Trump trade advisor Peter Navarro lists what the US wants from China in ‘phase two’ trade deal

[Reuters] Erdogan says Turkey starting troop deployment to Libya

[CNBC] What’s Putin up to? Here’s what Russia’s political upheaval could mean

[Bloomberg] Tariffs Become New Normal as Trump Moves to Next China Demands

[Bloomberg] U.S. Homebuilder Sentiment Posts Best Two Months Since 1999

[Bloomberg] U.S. Consumer Comfort Reaches Highest Level in More Than 19 Years

[Bloomberg] China Home-Price Growth Accelerates as Curbs Eased

[Bloomberg] Political Turmoil to Be ‘New Normal’ for 2020, Risk Firm Says

[WSJ] U.S. and China Face a Steep Climb to Meet Trade Goals

[FT] The Federal Reserve is the cause of the bubble in everything

[FT] Climate change will reshape markets, McKinsey warns

Wednesday Evening Links

[Reuters] S&P 500 near record high after U.S., China sign Phase 1 trade deal

[Reuters] U.S., China reset trade relationship with Phase 1 agreement

[CNBC] Here’s what China agreed to buy from the US in the phase one trade deal

[Reuters] U.S. economy expands modestly but trade tensions weigh, Fed survey shows

[Reuters] Fed's Daly sees inflation reaching 2% goal next year

[Reuters] Putin shake-up could keep him in power past 2024 as cabinet steps aside

[Bloomberg] The $95 Billion Centerpiece of the Trade Deal Is Already In Doubt

[Bloomberg] Crop Markets Show Little Excitement Over U.S.-China Deal

[Bloomberg] Fed Fuels Rise in Risk Assets With Balance Sheet, Kaplan Says

[Bloomberg] KKR Warns of WeWork Redux for Big Names That Can’t Turn Profits

[Bloomberg] New York City Property Values Rise 4.7%

[Bloomberg] Second Hottest Year on Record Capped Warmest-Ever Decade

[WSJ] The Era of Fed Power Is Over. Prepare for a More Perilous Road Ahead.

[FT] Truce in the US-China trade war is only partial