Monday, November 20, 2023

Tuesday's News Links

[Yahoo/Bloomberg] Stock Rally Seen Stretched: Markets Wrap

[Reuters] Gold hits over 2-week peak on softer dollar, Fed minutes in spotlight

[Yahoo/Bloomberg] As US Dollar Weakens, Emerging-Market Currencies Are Back Up After Wild Year

[Yahoo/Bloomberg] Treasuries Climb to Erase 2023 Losses as Fed Cut Bets Blossom

[CNN] Israel-Hamas War Live Updates

[CNBC] Home sales fell to a 13-year low in October as prices rose

[Yahoo Finance] Home prices kept climbing even as existing home sales tanked last month

[Dow Jones] U.S. Economy Fell Back in October — Chicago Fed

[Reuters] Rising US debt stokes calls in Congress for special fiscal commission

[Reuters] Exclusive: China's state banks are buying yuan, quickening its rally

[CNBC] China’s property sector needs more government support as crisis deepens

[Yahoo/Bloomberg] China Guides Banks to Cap Early 2024 Loans, Shift Some Forward

[Reuters] ECB says property slump could last years in threat to lenders

[Yahoo/Bloomberg] German Budget Crisis Deepens With Freeze on New Spending

[WSJ] October Home Sales Likely Fell to New 13-Year Low

[WSJ] Houses Too Expensive to Buy Underpin Lofty Rents

[WSJ] Office Stocks Post Biggest Rally in Three Years. Their Real-Estate Problems Remain.

[WSJ] China Steps Up Support for Palestinian Cause in Challenge to U.S. Mideast Policy

[FT] Hedge fund herding is worse than ever

[FT] Over 75% of foreign money invested into Chinese stocks in 2023 has left

[FT] US and Philippines launch joint air and sea patrols to counter China

Monday Evening Links

[Yahoo/Bloomberg] Asia Stocks to Gain After Tech Giants Boost Nasdaq: Markets Wrap

[Reuters] Dollar falls to 2-1/2 month low on Fed expectations, yen strengthens

[Yahoo/Bloomberg] Oil Extends Advance as Traders Increase Bets on More OPEC+ Cuts

[Yahoo/Bloomberg] US commercial property loan activity to drop off in Q4 after Q3 pickup -DBRS

[Reuters] Japan's inflation comeback prompts investors to tear up old playbooks

[FT] The Fed’s balance sheet isn’t so boring after all

[FT] Can China spend its way out of economic crisis?

[FT] BoE signals rates must stay high in spite of fall in inflation

Monday Afternoon Links

[Reuters] Nasdaq leads Wall St higher as Microsoft hits record high

[Yahoo/Bloomberg] Oil Extends Advance as Traders Eye OPEC+ Meeting This Weekend

[Yahoo/Bloomberg] Hostage Talks Progress as Israel-Hamas Fighting Grips Gaza

[Reuters] US demand for new credit down in 2023, New York Fed survey shows

[CNBC] Yellen says Biden, Xi remain far apart on Taiwan’s independence post-APEC

[FT] Milei promises shock therapy for Argentina

[FT] Global warming on track for 2.9C as greenhouse gases keep rising, UN says