Friday, November 17, 2023

Friday's News Links

[Yahoo/Bloomberg] Stocks, Bonds Rise as Rate-Cut Conviction Builds: Markets Wrap

[Yahoo/Bloomberg] Oil Collapses Into Bear Market as Robust Supply Pressures OPEC+

[Yahoo/Bloomberg] Treasuries Suffer First Outflows Since 2021 in September Rout

[Reuters] Biden signs stopgap spending bill to avert government shutdown - White House

[Reuters] US single-family housing starts rise slightly in October

[Yahoo/Bloomberg] APEC Latest: Biden Says World’s History Will Be Written in Asia

[Yahoo/Bloomberg] Powell’s Fed Sticks Together in Fight Against Inflation Despite Differences

[Reuters] Biden, Trump unpopularity buoys third party hopes for 2024 US election

[Reuters] US equity funds draw heavy inflows on expectations for Fed pause

[Yahoo/Bloomberg] A $100 Billion ETF Flood Offers Little Solace to Active Managers

[Yahoo/Bloomberg] Muni Bond Blowup Exposes Flaws in $600 Billion Corner of Market

[Yahoo/Bloomberg] Israel Latest: Hezbollah Targets Army Posts on Lebanon Border

[Reuters] Insight: Forever war? Israel risks a long, bloody insurgency in Gaza

[Yahoo/Bloomberg] Xi’s Warm Words Jar With Reality for Foreign Companies in China

[Yahoo/Bloomberg] China Is Sailing Its Way Through a Record Year of Debt Sales

[Reuters] Cheap yuan catapults China to second-biggest trade funding currency

[Yahoo/Bloomberg] China Asks Some Big Banks to Cap Rates on Short-Term Funding

[Reuters] BOJ will debate easy-policy exit when inflation nears target -Gov Ueda

[Yahoo/Bloomberg] ECB Rate Cut Anytime Soon Is ‘Highly Improbable,’ Nagel Says

[Reuters] Russia's Putin sees political, economic upside to Israel's war with Hamas

[NYT] China Wants to Bulldoze Old Neighborhoods to Revive the Economy

[WSJ] Where Have All the Foreign Buyers Gone for U.S. Treasury Debt?

[FT] Leave Treasury basis trade hedge funds alone!