Tuesday's News Links

[Yahoo/Bloomberg] Yen Drops on BOJ’s Dovish Tone, Stocks Decline: Markets Wrap

[Yahoo/Bloomberg] Yen Slides Past 150 Per Dollar as Yield Gap With US Remains Wide

[Yahoo/Bloomberg] Short Volatility Trades Are Starting to Rule Currency Markets

[Reuters]  Oil prices edge down as Russia lifts supplies, jet fuel demand stirs caution

[Yahoo/Bloomberg] China Bond Frenzy Roars Back as Yield Falls Toward 19-Year Low

[Yahoo/Bloomberg] BOJ’s Small Rate Hike May Have Big Ripple Effect Around the World

[Yahoo/Bloomberg] Japan Ends Era of Negative Rates With Few Clues on Further Hikes

[Yahoo/Bloomberg] Trading Floors Buzz With Excitement as BOJ Axes Negative Rates

[AP] The Bank of Japan ends its negative interest rate policy, opting for its first hike in 17 years

[Reuters] BOJ ends negative rate policy

[Reuters] US single-family housing starts soar in February

[Yahoo/Bloomberg] The Fed Has a Lot of Questions to Answer About Its Balance Sheet

[Yahoo Finance] The Fed won't fix the housing market: Morning Brief

[Reuters] Nvidia's dizzying rally spurs rush into AI-themed ETFs

[Yahoo/Bloomberg] BofA’s Moynihan Says Commercial Real Estate Will Be ‘Slow Burn’

[AP] The average bonus on Wall Street last year was $176,500. That’s down slightly from 2022

[Yahoo/Bloomberg] Real Estate Pain Is Showing Up in an Obscure Investment Product

[Yahoo/Bloomberg] RBA Drops Tightening Bias After Holding Key Interest Rate

[Yahoo/Bloomberg] ECB Needs to Wait for June, Vice President Guindos Says

[CNN] Biggest fraud in Chinese history? Beijing accuses Evergrande of inflating revenues by $78 billion

[CNN] Hong Kong passes second national security law, widening crackdown powers and aligning city more closely with mainland China

[Yahoo/Bloomberg] Marcos Warns on China Threat, Says He’s ‘Not Poking the Bear’

[Bloomberg] BOJ’s Dovish Tone After First Rate Hike Since 2007 Hits Yen

[NYT] Fed Meets Amid Worries That Inflation Progress Might Stall

[WSJ] Global Era of Negative Interest Rates Ends as Japan Goes to Zero

[WSJ] The Fed Is Playing a Waiting Game on Rate Cuts. The Rules Are Starting to Change.

[WSJ] Governments Across the U.S. Are Handing Residents Cash—No Strings Attached

[WSJ] Russia’s Backdoor to the Global Banking System Is Slamming Shut

[FT] Bank of Japan ends era of negative interest rates

[FT] The big test is yet to come for the Bank of Japan

[FT] Central bankers see ‘immaculate disinflation’ within reach

[FT] Calpers to invest more than $30bn in private markets

Monday Evening Links

[Yahoo/Bloomberg] ‘Magnificent Seven’ Power AI-Driven Stock Rebound: Markets Wrap

[Yahoo/Bloomberg] Oil Extends Gain on Russia Refinery Attacks, China Economic Data

[Yahoo/Bloomberg] BOJ to End Yield Curve Control, ETF Buying Tuesday, Nikkei Says

[Reuters] Bond market sees inflation as a wild card for easing timetable at Fed meeting

[Yahoo/Bloomberg] US Homebuilder Sentiment Increases to an Eight-Month High

[Reuters] US aims to return emergency oil reserve to prior levels by year-end

[Reuters] Global inflation not yet defeated, BIS warns

[Yahoo/Bloomberg] Morgan Stanley Warns US Stocks at Risk in ‘Dollar Regime Shift’

[Yahoo/Bloomberg] Treasury ETF Hit by Record Losing Streak, $2 Billion of Outflows

[Yahoo/Bloomberg] AI Driving US Electricity Growth Rate By 81%, NextEra Says

[Reuters] Ukraine says Putin's buffer zone comment is a sign of escalation

[FT] Hedge fund groups sue SEC to challenge Treasury dealer rule

Monday's News Links

[Yahoo/Bloomberg] Stocks Get an AI Tech Boost With Fed in Focus: Markets Wrap

[Yahoo/Bloomberg] Oil Extends Gains on China Data, Attacks on Russian Refineries

[AP] This Week: Housing starts, Fed policy update and existing US home sales

[Reuters] Sticky inflation could be a wild card for easing timetable at Fed meeting

[AP] Federal Reserve is likely to preach patience as consumers and markets look ahead to rate cuts

[Yahoo Finance] Investors are about to find out whether Fed still expects 3 rate cuts in 2024

[Yahoo/Bloomberg] Fed Hikes Slash Household Net Interest Income in Break From Past

[Yahoo/Bloomberg] Equities Rally at Risk From Yields, Morgan Stanley’s Wilson Says

[Reuters] Hedge funds buy largest bulk of bank stocks in a year, Goldman says

[Reuters] Blinken says authoritarian regimes using tech to undermine democracy

[Yahoo/Bloomberg] BOJ Rate Hike on Tuesday Is Now Widely Expected After Wages Jump

[Yahoo/Bloomberg] China’s Growth Mixed as Output Jumps, Consumption Lags

[Reuters] China's upbeat industrial output, retail sales tempered by frail property

[Reuters] China's Jan-Feb property investment declines narrow

[Yahoo/Bloomberg] Adani Bonds, Shares Decline as US Expands Probe Into the Group

[Yahoo/Bloomberg] Global Commodity Trading Profits Topped $100 Billion for Second-Best Year Ever

[Reuters] Kremlin says the only way to protect Russia is to create a buffer zone with Ukraine

[Bloomberg] Powell’s Silence Frustrates Markets as Post-Covid Economy Shifts

[Bloomberg] Decoding Xi’s New Catchphrase Aimed at Reviving China’s Economy

[WSJ] The End of Japan’s Negative Rates Will Be a Slow-Moving Tsunami

[WSJ] China’s Economy Has a New Problem: Its Job Market

[WSJ] Gold Miners, Enjoying Record Prices, Are Wary of Hedging Their Bets

[FT] Fed will have to keep rates high for longer than markets anticipate, say economists

[FT] Central bankers take centre stage

[FT] Vladimir Putin’s ominous fifth term