Tuesday, February 7, 2017

Wednesday's News Links

[Bloomberg] Treasuries Gain With Gold as U.S. Stocks Retreat: Markets Wrap

[Bloomberg] Gold Reaches Three-Month High as Buyers Flock Back to Top ETF

[Bloomberg] China's Raising Rates. Good for the Yuan, Bad for Bonds

[Bloomberg] China's Currency Policy Approaches Breaking Point

[Reuters] China says United States should 'brush up on' South China Sea history

[NYT] How China Lost $1 Trillion

[Reuters] Investors fear "accident" as Greek debt repayment nears

[Politico] Hill Republicans quake at Trump's budget-busting wish list

[Bloomberg] India Signals End to Easing Cycle, Unexpectedly Holds Rates

[Bloomberg] Germany Abandons Push for G-20 Monetary Policy Restraint

[WSJ] IMF Revives Greek Euro-Exit Warning Amid Deadlocked Bailout Talks

[FT] Euro redenomination risk edges on to investors’ radar

[FT] Why is the eurozone back in crisis over Greece?

[FT] How the ECB’s purchases have changed European bond markets

[FT] China credit flood set to persist despite PBoC rate rises

[FT] The dollar: an orderly or disruptive appreciation?

[FT] Central bankers face off over impact of a disorderly Brexit

Tuesday Evening Links

[Bloomberg] Reflation Trades Stall as Bonds Rise, Stocks Mixed: Markets Wrap

[Reuters] Wall Street edges higher as Nasdaq hits record

[CNBC] Houses are the least affordable they've been in seven years: Here's why

[Bloomberg] In Shadow of Le Pen and Brexit, Traders Redraw European Strategy

[Reuters] Greece hopes for breakthrough as funding stalemate persists

[Reuters] Italy's "bitter" bank rescue tsar bemoans strategy vacuum

[Reuters] U.S. government has itself to blame for dollar strength: Bundesbank

[NYT] Decade After Crisis, No Resolution for Fannie and Freddie

[NYT] Dodd-Frank Rollback May Fall Short of G.O.P. Hopes

[WSJ] Hedge Fund Short Bets Are Going the Wrong Way… Again

[FT] Experts back Trump’s tough line on trade with China

[FT] Bundesbank chief rejects ‘absurd’ claim of euro manipulation