Tuesday's News Links

[Bloomberg] Dollar Falls, Stocks Fluctuate Amid Economic Data: Markets Wrap

[Bloomberg] U.S. Growth Pace Unrevised as Consumption, Investment Diverge

[Bloomberg] Trump on Hook to Clarify Policies With Speech to Congress

[Bloomberg] Traders Glued to These Trump Stock Trades Heading Into Address

[CNBC] US home prices rise another 5.6% in December: S&P CoreLogic Case-Shiller

[Bloomberg] Car Dealer's First Overflow Lot in 37 Years Exposes U.S. Pileup

[Reuters] With businesses split on U.S. border tax, wider reform looks shaky

[Bloomberg] Xi Stresses Reining in Systemic Risks as China's Leaders Gather

[Reuters] Exclusive - China eyes 12 percent broad money supply rise in 2017: sources

[Bloomberg] A Big Dutch Populist Win May Swell Election Risk on French Bonds

[Bloomberg] European Credit Investors Face Uncertain Future After QE Unwind

[Reuters] Greek private sector bank deposits drop in Jan. on review jitters

[Bloomberg] Hedge Funds May Be Falling Back in Love With Commodities

[Bloomberg] China Will Rein in Growth, Credit Targets in 2017 Master Plan: Economists

[Reuters] Trump seeks 'historic' U.S. military spending boost, domestic cuts

[Politico] Trump budget faces GOP resistance

[Washington Post] Trump touts spending plan, but promise to leave entitlements alone puts GOP in a quandary

[WSJ] Trump Says Improving Economy Would Cover Defense Budget Boost

[FT] Bank of Japan publishes bond buying plans to keep yields at 0%

[FT] China capital crackdown threatens wave of overseas buyouts

[FT] Corporate China hits global debt market milestone

[FT] Zombie cull fuels China bankruptcy rise

Monday Evening Links

[Bloomberg] Dow Streak Hits 12, Treasuries Fall on Rate Bets: Markets Wrap

[Bloomberg] Infrastructure Stocks Climb as Trump Pledges to Spend 'Big'

[Reuters] Trump seeks 'historic' increase of 9 percent in U.S. military's budget

[CNBC] The odds of an interest rate hike have begun to shift in a new direction

[Bloomberg] In China, Public-Private Partnerships Are Really Public-Public

[WSJ] As Donald Trump Heads to Congress, a New Polarization Is Hardening

[FT] Le Pen, Trump and the Atlantic counter-revolution