Thursday's News Links

[Yahoo/Bloomberg] Stocks Fluctuate With S&P 500 on Cusp of 5,000: Markets Wrap

[Yahoo/Bloomberg] China Stocks Rally Slows as Markets Enter Lunar New Year Break

[CNBC] Oil rises for a fourth day after U.S. kills militant commander in Iraq, Israel rejects Hamas proposal

[Yahoo/Bloomberg] Shipping Bosses Warn Maritime Security in the Red Sea Getting Worse Not Better

[Reuters] US weekly jobless claims fall more than expected last week

[Yahoo/Bloomberg] China’s Consumer Prices Drop at Fastest Pace Since 2009

[Reuters] China's consumer prices suffer biggest fall since 2009 as deflation risks stalk economy

[Yahoo/Bloomberg] Xi’s Markets Shakeup Surprised Insiders, Showing Alarm Over Rout

[Yahoo/Bloomberg] Quant Hedge Funds Suffered Rare Losses in China’s Stock Meltdown

[Yahoo/Bloomberg] A 99% Bond Wipeout Hands Hedge Funds a Harsh Lesson on China

[Reuters] BOJ rules out rapid rate hikes, signals ending risky asset buying

[Yahoo/Bloomberg] BOJ’s Uchida Says Hard to See Sharp Hiking Pace Post-Liftoff

[Reuters] Record January heat caps world's first 12-month spell above 1.5C

[Reuters] China's Xi urges 'close strategic coordination' in call with Putin

[Reuters] Putin and Xi reject US 'interference', praise their own ties and trade - Kremlin

[Reuters] Taiwan thanks world, PLA shows simulated attacks in new year's messages

[Bloomberg] Einhorn Says Markets ‘Fundamentally Broken’ By Passive, Quant Investing

[Bloomberg] What China’s Persistent Deflation Means for The World

[NYT] Big Dreams Come Back to Bite New York Community Bank

[WSJ] Investors Are Almost Always Wrong About the Fed

[WSJ] The Confusingly Strong Economy Told in Three Stories

[WSJ] In China, Deflation Tightens Its Grip

[WSJ] China Offers Support to Accelerate EV Makers’ Global Push

[FT] ‘Employers hold the cards now’ as power shifts in US jobs market

Wednesday Evening Links

[Yahoo/Bloomberg] CBO Warns 2025 Debt Interest Costs to Exceed World War II Levels

[Axios] U.S. deficit will soar in the next decade, new CBO projections show

[Reuters] US CBO forecasts slightly smaller $1.5 trillion deficit for 2024

[Yahoo/Bloomberg] US to Release More Details on Individual Treasury Trades

[Reuters] China bid to 'cheat' its way to chip prominence failing -Taiwan's US envoy

[Bloomberg] Hedge Funds Are Dealers Now

[NYT] U.S. Debt on Pace to Top $54 Trillion Over Next 10 Years

[FT] US deficit to soar to $2.6tn in 10 years, says congressional watchdog

Wednesday Afternoon Links

[Reuters] S&P 500 hits record high with earnings, rate outlook in spotlight 

[Yahoo/Bloomberg] US Big-Tech Mania Drives Developed-Market Stocks to Record

[Yahoo/Bloomberg] US Treasury’s Biggest-Ever 10-Year Auction Garners Solid Demand

[Reuters] Netanyahu rejects ceasefire proposal, insists on total victory over Hamas

[Yahoo/Bloomberg] Fed Officials Signal Wariness to Cut Rates Too Soon, Despite Inflation Progress

[Yahoo/Bloomberg] Fed’s Collins Sees Interest-Rate Cuts Coming ‘Later This Year’

[AP] Mexico overtakes China as the leading source of goods imported to US

[Yahoo/Bloomberg] US Farmers Set to See Biggest Income Slump Since 2006 This Year

[Reuters] 'Long and tedious journey': companies sour on China outlook

[Reuters] Bank of Canada wary of premature rate cuts as underling inflation persists

[AP] Conflict in the Middle East is affecting a key energy lifeline for Europe. How big is the risk?

[Reuters] Exclusive: German landlord TAG warns home prices could fall 30% from peak

[FT] New York Community Bank seeks to reassure investors after Moody’s downgrade