Sunday, February 5, 2017

Monday's News Links

[Bloomberg] Treasuries, Gold Rise as U.S. Stocks Slip With Oil: Market Wrap

[Bloomberg] European Bonds, Not the Euro, Take the Biggest Political Hit

[Bloomberg] France Yield Spread Nears Four-Year High as Political Risk Grows

[Reuters] Asia shares lag Wall St. gains, dollar becalmed

[Reuters] China services sector extends strong growth in January but pace eases: Caixin PMI

[Bloomberg] German Factory Orders Surge Most Since 2014 on Investment

[Reuters] Germany opposes unilateral tariffs on imports: Merkel

[Bloomberg] Investment Veteran Backs Gold on Risk of Trump Policy ‘Mistakes’

[Bloomberg] Foreigners Cut Chinese Bond Holdings First Time Since 2015

[Bloomberg] Five Charts That Say All Is Not Well in Markets

[Bloomberg] America’s Asia Allies May Face Biggest Currency Reversal

[WSJ] The Mortgage-Bond Whale That Everyone Is Suddenly Worried About

[WSJ] Tiger Hedge Funds Become Wall Street Prey

[WSJ] Mexico Teeters Between Its Recent U.S. Friendship and 170 Years of Hostility

Sunday Evening Links

[Bloomberg] Asian Stocks Advance as Banks Rally; Dollar Steady: Markets Wrap

[Bloomberg] Draghi Takes Case for QE to Brussels as Politics Keep Risks High

[Reuters] France's Le Pen launches election bid with vow to fight globalization

[FT] Overseas Chinese acquisitions worth $75bn cancelled last year

[FT] Passive investing continues march into US bond market

Sunday's News Links

[WSJ] Fiscal Hole Will Test President Donald Trump’s Agenda