Wednesday's News Links

[Yahoo/Bloomberg] Wall Street Run Builds as Tech Earnings Impress: Markets Wrap

[Yahoo/Bloomberg] Oil Swings Within Narrow Range Ahead of US Stockpile Data

[Yahoo/Bloomberg] Japan Bond Yields, Bank Shares Jump on BOJ Rate Hike Bets

[Yahoo/Bloomberg] Red Sea Turmoil Sends Economic Shockwaves Far and Wide

[AP] US hits Iraq militia sites and anti-ship missiles in Yemen as fight with Iranian proxies intensifies

[Yahoo/Bloomberg] US Strikes Iran-Backed Militia in Iraq After Attack on Base

[CNBC] Homebuyer demand pushes mortgage applications higher, even as interest rates inch up again

[AP] Americans’ economic outlook brightens as inflation slows and wages outpace prices

[Yahoo/Bloomberg] China Boosts Stimulus by Allowing Banks to Keep Smaller Reserves

[Reuters] China's attempts to lift confidence in economy fall flat

[Reuters] Exclusive: China regulators ask funds to restrict short selling of stock index futures -sources

[Yahoo/Bloomberg] China Stock Rout Sends Local Funds Scurrying to Safety of Bonds

[Reuters] Japan exports soar to record in Dec; China shipments make long-awaited rebound

[Reuters] Explainer: When and how would BOJ exit ultra-loose monetary policy?

[Bloomberg] Private Equity Firms Begin 2024 in Sell Now, Buy Later Mode

[Bloomberg] China Beefs Up Support for Developer Funding By Easing Loan Uses

[NYT] How a Ragtag Militia in Yemen Became a Nimble U.S. Foe

[WSJ] The Middle East Crisis Is Starting to Weigh on the Economy

[WSJ] U.S. Carries Out Airstrikes Against Iranian-Backed Group and Its Facilities in Iraq

[WSJ] Regional Banks Had Another Ugly Quarter

[WSJ] Credit Card Debt Is Up—and It’s Taking Longer to Pay Down

[WSJ] Strong Second Half Drives 2023 Secondary Deals to $112 Billion

[FT] US urges China to help curb Red Sea attacks by Iran-backed Houthis

[FT] Eurozone downturn eases but rising price pressures add to ECB worries

[FT] China tightens access to offshore investment funds as domestic market founders

Tactical Short Quarterly Call This Afternoon

Please join Doug Noland and David McAlvany this coming Thursday, January 25th, at 3:00 pm Eastern/ 1:00 pm Mountain Time (one hour earlier than normal) for the Tactical Short Q4 recap conference call, “Prospects After a Market Melt-Up.” Click here to register.

Tuesday Evening Links

[Yahoo/Bloomberg] US Stocks Buck Concerns the ‘Pivot Party’ Is Over: Markets Wrap

[Reuters] S&P 500 notches third straight record high close

[Yahoo/Bloomberg] Oil Falls in Choppy Session as Supply Gains Blunt Red Sea Risks

[Reuters] Unemployment rises in nearly a third of US states in December

[Reuters] US pushes for pause in Gaza as Israel suffers worst loss of soldiers

[Reuters] US strikes targets in Iraq after forces wounded

[Reuters] Turkey approves Sweden's NATO membership bid after 20-month delay

[NYT] Rising Markets Lift Hedge Funds to Huge Gains