Wednesdays News Links

[Yahoo/Bloomberg] Stock Rally Hits Wall After Earnings Disappoint: Markets Wrap

[Reuters] Dollar gains ground; subdued yen prompts Japan warning

[Yahoo/Bloomberg] Oil Drops With Bearish US Stockpiles Compounding Weaker Outlook

[CNBC] Gold bars are selling like hot cakes in Korea’s convenience stores and vending machines

[Yahoo/Bloomberg] Cocoa’s Dizzying Volatility Is Spilling Into the Coffee Market

[Yahoo/Bloomberg] BOJ’s Ueda Ramps Up Yen Warnings While Traders Keep Selling

[Reuters] Israel pessimistic on Gaza truce talks, but delegation remains in Cairo

[AP] Russia hits Ukraine’s power grid with a ‘massive’ attack on a day marking the WWII defeat of Nazism

[CNBC] Weekly mortgage refinance demand rose 5% after a slight dip in mortgage rates

[Reuters] Exclusive: US eyes curbs on China's access to AI software behind apps like ChatGPT

[Yahoo/Bloomberg] China’s Surging Industrial Loans Aren’t Going to Its Factories

[Yahoo/Bloomberg] Taiwan Exports to US Jump by Record as China Shipments Fall

[Reuters] Sweden's Riksbank makes first rate cut since 2016, expects two more in 2024

[Reuters] German industrial output falls less than expected in March

[Yahoo/Bloomberg] Demand for Italian Retail Bonds Sags in Sign of Buyer Fatigue

[AP] US, Australian and Philippine forces sink a ship during war drills in the disputed South China Sea

[Reuters] Taiwan says its military is ready for China moves around new president's inaugural

[Bloomberg] Americans Are Racking Up ‘Phantom Debt’ That Wall Street Can’t Track

[WSJ] BOJ Governor Says Early Rate Hike Possible if Prices Rise Faster Than Expected

[FT] The painful slump in Hong Kong property

[FT] Record temperatures expected to continue to drive extreme weather

Tuesday Evening Links

[Yahoo/Bloomberg] Asia Stocks Set for Mixed Open as US Rally Falters: Markets Wrap

[Yahoo/Bloomberg] Record Wave of Americans Fled Big Cities for Small Ones in 2023

[Reuters] Ukraine hits oil depot in Russian-held city, local leader says

[WSJ] Pricier Insurance Makes Sense as Climate Risk Grows, Chubb CEO Says

[WSJ] The Global Solar Power Boom Is Driving a Surge in Silver Demand

[FT] The long shadows of America’s growing debt

[FT] What should the Bank of Japan do with its huge stock portfolio?

[FT] Sky-high inflation forces Argentina to circulate first 10,000-peso notes

[FT] Israel threatens to expand Rafah operation as US struggles to revive talks

Tuesday Afternoon Links

[Reuters] Stocks rally anew on U.S. rate cut hopes; dollar trades steady

[Yahoo/Bloomberg] Oil Extends Slump Amid Signs Physical Market Is Amply Supplied

[Yahoo/Bloomberg] Israel Edges Into Rafah With Tension High Over Stalled Talks

[Yahoo Finance] Fed’s Kashkari: Rates will stay high for 'extended period' and can't rule out a hike

[Yahoo/Bloomberg] AI Risks to Financial Stability Are Already a Central Bank Worry

[Yahoo/Bloomberg] ECB’s Nagel Says Structural Forces Could Keep Inflation Higher