Thursday's News Links

[Yahoo/Bloomberg] Stocks Waver After US Inflation: Markets Wrap

[Yahoo/Bloomberg] Oil Climbs as Tanker Seizure Ratchets Up Middle East Risks

[Reuters] Japan's Nikkei breaks 35,000 for first time since Feb 1990 

[CNBC] Consumer prices rose 0.3% in December, higher than expected, pushing the annual rate to 3.4%

[AP] Iran’s navy seizes oil tanker in Gulf of Oman that was at the center of a major US-Iran crisis

[Yahoo/Bloomberg] Ships Advertise Chinese Links to Avoid Houthi Attack in Red Sea

[Reuters] US urges China to not interfere in Taiwan elections

[Reuters] Markets gird for volatility as Taiwan heads to vote

[Reuters] Global trade drops 1.3% on Red Sea attacks - IfW Kiel institute

[Axios] The rich now own a record share of stocks

[Reuters] Global electric car sales rose 31% in 2023 - Rho Motion

[Yahoo/Bloomberg] China ‘Snowball’ Derivatives Worth $13 Billion Near Loss Levels

[Reuters] China REITs plumb record lows as economic gloom lingers

[Reuters] Barbecue off the menu in Argentina as inflation nears 200%

[FT] The rising threat to democracy of AI-powered disinformation

[FT] A window into private credit marks

[FT] The Fed’s QE comeback could be dangerous

[FT] Investors warn of ‘complacency’ over junk bond risks

[FT] Chinese shadow banking giant’s bankruptcy highlights uncertainty over economy

[FT] The Houthis are borrowing from the Iranian playbook in the Red Sea

Wednesday Evening Links

[Reuters] Stocks climb as megacaps lead; inflation data, earnings on deck

[Yahoo/Bloomberg] Oil Falls as Swelling US Stockpiles Overshadow Red Sea Risks

[Yahoo/Bloomberg] Bitcoin Fluctuates Around $45,500 After SEC Approves Spot ETFs

[Reuters] US SEC approves bitcoin ETFs in watershed for crypto market

[Yahoo/Bloomberg] Fed’s Williams Says Rates Are High Enough to Cool Inflation to Goal

[Yahoo Finance] Fed’s Williams warns no rate cuts until inflation moves down to 2% on 'sustained basis'

[Yahoo/Bloomberg] Texas Cold Blast Is Set to Send Power Demand to January Record

[Reuters] Dozens of US lawmakers back resolution supporting Taiwan democracy

[Yahoo/Bloomberg] BOJ Fully Prepared to End Negative Rate, Likely in April, Ex-Official Says

[CNBC] World’s two largest coal consumers won’t be weaning off the fossil fuel anytime soon

[Bloomberg] China’s Cleanup Efforts for LGFV Debt to Drag on Economy in 2024

[NYT] Mortgage Rates and Inflation Could Draw Attention to the Fed This Election

Wednesday Afternoon Links

[Reuters] Wall St climbs on megacap boost; inflation and earnings in focus

[Reuters] Taiwan's de facto ambassador to US meets US House speaker, China angered

[Reuters] Ecuador president says country is at war as gangs hold prison staff hostage

[Reuters] How an election-packed 2024 could swing world markets

[Reuters] Russia exploits UN position by acquiring N. Korean missiles -US