Tuesday, February 6, 2024

Wednesday's News Links

[Yahoo/Bloomberg] Bonds Slip Before Auction: Markets Wrap

[Yahoo/Bloomberg] Treasuries Brace for Biggest-Ever 10-Year Auction to Test Demand

[Yahoo/Bloomberg] Oil Holds Two-Day Gain With Red Sea Risk Offset by US Stockpiles

[Yahoo/Bloomberg] US Property Fears Send German Lender Bonds Plunging

[Yahoo/Bloomberg] China’s New Year Buyers Look to Gold as Stocks and Property Crash

[Reuters] Moody's cuts NYCB ratings to junk, warns of more downgrades

[Yahoo/Bloomberg] US Commercial Real Estate Contagion Is Now Moving to Europe

[Reuters] US trade deficit widens slightly in December

[CNBC] Weekly mortgage demand from homebuyers is flattening as interest rates rise

[Reuters] Bipartisan border, Ukraine deal looks set to fail in US Senate

[Reuters] Houthis say they fired at two ships in Red Sea, damaging both

[Reuters] China jettisons securities watchdog head as Beijing battles turmoil

[Yahoo/Bloomberg] Everything China Is Doing to Rescue Its Battered Stock Market

[Yahoo/Bloomberg] Pimco Sees Multiple BOJ Rate Hikes Starting as Soon as March

[Reuters] US detects Russian aircraft operating in the Alaska Air Defense Identification Zone

[NYT] The Real Estate Crisis Looming Over Banks

[WSJ] Why Americans Are So Down on a Strong Economy

[WSJ] A China-U.S. Decoupling? You Ain’t Seen Nothing Yet

[WSJ] A Stock Bailout Won’t Solve China’s Troubles

[FT] Lower borrowing costs risk ‘flare-up’ of inflation, warns ECB policymaker

[FT] Isabel Schnabel: ‘The last mile of disinflation may be the most difficult one’

[FT] China stock trading surges after Beijing unveils more state-led buying

Tuesday Evening Links

[Yahoo/Bloomberg] US Bonds Rebound; China Bets Bolster Asia Stocks: Markets Wrap

[Yahoo Finance] Millennials are struggling under mounting credit card debt, NY Fed finds

[Yahoo Finance] US national debt exceeds $34 trillion: How did we get here?

[Reuters] US, Russia clash at UN over North Korea, Patriot missiles in Ukraine

[NYT] Why One Shaky Bank Is Stirring Fears of a Wider Financial Mess

[FT] Federal Reserve official says hot labour market will not derail plans for interest rate cuts

[FT] AI boom drives demand for server-cooling technology

Tuesday Afternoon Links

[Reuters] S&P 500 closes up; focus on earnings and US interest rates

[Yahoo/Bloomberg] Bonds Climb in Run-Up to $42 Billion Treasury Sale: Markets Wrap

[Yahoo/Bloomberg] Oil Rises in Rangebound Trade as Red Sea Risks Counter Fedspeak

[Yahoo/Bloomberg] Mester Sees Fed Gaining Confidence to Cut Interest Rates Later This Year

[Yahoo/Bloomberg] Hedge Funds Trading Treasuries to Be Tagged Dealers by SEC

[Yahoo/Bloomberg] Yellen Says Commercial Property Is a Worry, But Regulators Are on It

[CNBC] Credit card delinquencies surged in 2023, indicating ‘financial stress,’ New York Fed says

[Reuters] Diesel prices primed to rise sharply in 2024

[Reuters] Bank of Canada says more time needed to bring down inflation