Wednesday, April 5, 2017

Wednesday Evening Links

[Bloomberg] U.S. Stocks Fall With Dollar as Treasuries Rise: Markets Wrap

[Bloomberg] Traders Bet the Fed Will Slow Rate Hikes to Shrink Balance Sheet

[Reuters] Most Fed policymakers see change to balance sheet policy 'later this year': minutes

[CNBC] Federal Reserve wants to start unwinding the $4.5 trillion in bonds on its balance sheet this year

[Bloomberg] Inside the Fed’s March Meeting: The Annotated Minutes

[Bloomberg] Macron Slips Post Debate Making Him Tied With Le Pen, Poll Shows

[Bloomberg] Here's What Financial Markets Are Telling Us About the Economy

[Bloomberg] Manhattan Townhouse Sells for a Record $79.5 Million

[Bloomberg] Thailand Gets That Hot-Money Feeling, But Inflow Curbs Are Tough

[Reuters] For Trump, Mar-a-Lago is place to break the ice with China's Xi

[WSJ] Fed Officials Expect to Whittle Down Portfolio Later This Year: Minutes

[WSJ] Why the Refinancing Slowdown Matters for the Fed

[WSJ] Trump Signals Change in Syria Policy

Wednesday News Links

[Bloomberg] U.S. Stocks Pare Gains as Crude Slumps, Bonds Rise: Markets Wrap

[Bloomberg] ADP Says Companies in U.S. Added 263,000 Employees in March

[Bloomberg] U.S. Service Industries Expand at Slowest Pace in Five Months

[CNBC] Blowout ADP jobs growth is new evidence of economic traction, outgoing Fed Gov Tarullo says

[Bloomberg] In Hot Debt Markets, Wall Street Shows It Can Beat Shadow Banks

[Reuters] EU, Greece seek bailout deal by Friday

[Reuters] Japan's service sector expands at strongest pace in 19 months in March: PMI

[Bloomberg] OECD Inflation Rate Rises to Highest Level in Five Years: Chart

[Bloomberg] Toronto Home Prices Just Jumped Another 33%

[Bloomberg] Australian Regulators May Increase Lending Curbs Amid Home Boom

[Bloomberg] ETFs Are the New Bond Kings

[WSJ] U.S. Companies Expected to Post Strongest Quarter Since 2011

[FT] The five markets charts that matter for investors

[NYT] Trump and Xi: Two Imposing Leaders With Clashing Agendas