Monday, May 15, 2017

Monday Evening Links

[Bloomberg] U.S. Stocks Hit Records as Oil Rallies, Bonds Slip: Markets Wrap

[Bloomberg] Red Hot Emerging-Market Stocks Are Showing Signs of Overheating

[Bloomberg] Optimism for Sales Prospects Propels U.S. Homebuilder Sentiment

[CNBC] Fed's new normal balance sheet could be huge

[Reuters] Large hedge funds moved out of financial stocks in first quarter

[Bloomberg] Hedge Funds Are Dumping Gold Bets at Fastest Rate Since 2008

[WSJ] Home Sales Jump to Near-Boom-Era Levels

Monday's News Links

[Bloomberg] Oil Rally Lifts Stocks as Dollar Slips With Bonds: Markets Wrap

[Bloomberg] China Shares Gain on Spending Program; Crude Jumps: Markets Wrap

[Bloomberg] Trump Doctrine Confounds G-7 as Ministers Kick Can to Sicily

[Bloomberg] A $1 Trillion Pain Trade in Treasuries Divides Top Bond Dealers

[Bloomberg] Debt Island: How $74 Billion in Bonds Bankrupted Puerto Rico

[Bloomberg] China's Growth Dividend for World Economy Shows Signs of Fading

[Bloomberg] China Watchers Caught Off Guard as Bond Rout Just Won't End

[Bloomberg] China's Factory Output, Investment Slow as Growth Dials Back

[Reuters] Behind China's Silk Road vision: cheap funds, heavy debt, growing risk

[Bloomberg] Oil Jumps as Saudis, Russia Favor Extending Output Deal to 2018

[Bloomberg] Japan Megabanks Forecast a Fourth Straight Combined Profit Fall

[WSJ] Chinese Banks Rattled by Regulatory Blitz

[FT] Junk bonds’ risk-return profile has been permanently damaged

[FT] When stimulus fades, a recurring Chinese story