Thursday's News Links

[Bloomberg] Dollar Falls as Fed Path Assessed; Stocks Retreat: Markets Wrap

[Reuters] Asian shares at four-month high, dollar soft after nonchalant Fed

[Reuters] Trump's dollar paradox promises roller-coaster ride for currencies

[CNBC] Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh

[Bloomberg] U.S. Productivity Gains Cooled Last Quarter; Labor Costs Rose
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[Bloomberg] Carney Braces for Brexit Twists as BOE Inflation Unease Grows

[Reuters] IMF deputy managing director warns on uncertain U.S. policy, rising protectionism

[Bloomberg] Yellen Eyes Commercial Real-Estate Froth as Fed Weighs ’17 Risks

[Nikkei Asian Review] Trump's latest enemy? Monetary policy

[NYT] With Steady Gains in Economic Outlook, Fed Leaves Interest Rate Unchanged

[Reuters] Trump adopts aggressive posture toward Iran after missile launch

[WSJ] Dollar Caught Between President Trump’s Tough Talk, Policy Plans

[WSJ] The Fed’s Bond Portfolio Is Growing Up, and That Means Less Support for the Economy

[WSJ] Young People Lose Confidence In Their Prospects as Homeowners

[FT] US corporate bond trading volumes hit record highs

[FT] Italy bond spread over Spain widens to 2012 high

[FT] Trump devaluation claims raise fears of global currency war

[FT] China labour unrest spreads to ‘new economy’

[FT] China sends its billionaires a chilling message

[Bloomberg] Trump Twitter Bursts Throw Decades-Old Alliances Into Chaos

[Reuters] Khamenei ally says useless for U.S. to threaten Iran over missile test: Fars

Wednesday Evening Links

[Bloomberg] Dollar, Stocks Little Changed on Mixed Fed Signal: Markets Wrap

[Bloomberg] Fed Nods to Improving Sentiment While Leaving Rates Unchanged

[Reuters] Fed holds interest rates steady, remains upbeat on economy

[Bloomberg] Trump’s Trade Focus to Weaken Dollar, Former Japan FX Chief Says

[Reuters] U.S. factory activity hits two-year high; private payrolls surge

[Bloomberg] Inflation Surprise Index Shows Unexpected Global Turn: Chart

[Bloomberg] Debt and Deficits Are About to Matter Again for Investors

[Bloomberg] Here's a Glimpse of the Global Trade Carnage From a U.S. Border Tax

[WSJ] Janet Yellen’s Uneasy New Role: Defending the Fed From Historic Political Pressure

[Bloomberg] Trump Tells Pena Nieto He Might Send Troops to Mexico to Deal With 'Bad Hombres': AP