Monday, April 15, 2024

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Steady After Selloff Rattles Globe: Markets Wrap

[Reuters] Stocks sag, dollar up as 'higher for longer' rate view takes root

[Yahoo/Bloomberg] Gold Pauses Rally as Israel Weighs Response to Iran Strike

[Yahoo/Bloomberg] China Loosens Grip on Yuan by Weakening Fix Amid Dollar Strength

[Yahoo/Bloomberg] Japan's Yen Hits a Fresh Three-Decade Low of 154

[Yahoo/Bloomberg] Dollar Bulldozes Its Way Through Asian FX With Help From Yuan

[Yahoo/Bloomberg] Oil Erases Gain as Traders Weigh Israeli Response to Iran Attack

[Yahoo/Bloomberg] Emerging-Market Assets Sink to 2024 Low Amid Growth, Rate Risks

[Reuters] China's cycle of dollar hoarding and weakening yuan gets vicious

[Reuters] What options does Israel have to strike back at Iran?

[Dow Jones] Housing starts plunge in March amid housing shortage

[Yahoo/Bloomberg] What If Fed Rate Hikes Are Actually Sparking US Economic Boom?

[Axios] Why child care costs are soaring

[Yahoo/Bloomberg] Fed’s Daly Says No Urgency to Cut, Policy in a Good Place

[Yahoo/Bloomberg] Chinese Economy’s Strong Start to 2024 Is Already Fading

[Reuters] China's Q1 GDP growth solid but March data shows feeble demand

[Reuters] China's new home prices decline at fastest pace since 2015

[Yahoo/Bloomberg] Gold Seen Hitting $3,000 at Citi as Investor Inflows Juice Rally

[Bloomberg] China Tells Iran Cooperation Will Last After Attack on Israel

[WSJ] Texas Gets a Spring Energy Scare

[WSJ] China’s Overcapacity Is Already Backfiring

[WSJ] Fitch Ratings Downgrades Outlook for Chinese State-Owned Banks

[FT] The overlooked threats to the global financial system

[FT] Israel has no good choices on Iran

[FT] Asian emerging market currencies come under pressure from strong dollar

Monday Evening Links

[Yahoo/Bloomberg] S&P 500 Breaks Below 5,100 as Big Tech Sells Off: Markets Wrap 

[Yahoo/Bloomberg] Gold Pushes Toward Fresh Record as Tensions Rise in Middle East

[Yahoo/Bloomberg] Jittery Investors Snap Up Options Across Markets

[Reuters] Israeli military pledges response to Iran attack amid calls for restraint

[Reuters] Fed's reverse repo facility plummets to lowest level in nearly three years

[Reuters] Trend hedge funds could sell up to $42 bln in US shares, says Goldman

[Yahoo/Bloomberg] Record Bond-Sale Spree Fuels Profits for Goldman, Citi, JPMorgan

[Yahoo/Bloomberg] Shale-Oil ‘Fracklog’ Shows US Oil Production May Be Slowing

[MSN/WP] Russian Weapons Help Iran Harden Defenses Against Israeli Airstrike

[NYT] With Nuclear Deal Dead, Containing Iran Grows More Fraught

[FT] A dangerous turning point in the Middle East

Monday Afternoon Links

[Yahoo/Bloomberg] US Yields Spike as S&P 500 Trims Gains by Half: Markets Wrap

[Reuters] Japan's yen falls to lowest since 1990, dollar/yen up 0.6%

[Yahoo/Bloomberg] Oil Falls as Traders Await Israel’s Response to Iran Attack

[Yahoo/Bloomberg] EM Currencies Dip as US Data Reignite Higher-for-Longer Bets

[Axios] Israel defense minister to Pentagon: No choice but to retaliate against Iran

[Reuters] Strong US retail sales boost first-quarter growth estimates

[Reuters] U.S. homebuilder confidence holds steady in April

[AP] Analysis: Iran upends decades of shadow warfare in direct attack on Israel as tensions mount at home

[WSJ] Israel’s Next Move After Iran Attack Involves Complex Calculations