Wednesday, July 19, 2017

Wednesday Evening Links

[Bloomberg] Stocks Rise as S&P 500, Nasdaq Top Records Again: Markets Wrap

[Bloomberg] Debt Ceiling Concerns Start to Surface in Treasury Bills

[Bloomberg] Corporate Bond Traders Play Chicken

[Reuters] ECB to lay groundwork for autumn policy shift, avoiding market tantrum

[Reuters] BOJ to cut inflation forecasts but stand pat on policy as economy picks up

[Bloomberg] Kuroda Lingers Alone in Land of Stimulus as Peers Move On: Chart

[Bloomberg] The China SOE Reform Waiting Game

[NYT] HNA Finds Wall St.’s Enthusiasm for Big Chinese Conglomerates Is Cooling

Wednesday's News Links

[Bloomberg] Earnings Boost Stocks, Euro Retreats as ECB Meets: Markets Wrap

[Bloomberg] U.S. Housing Starts at Four-Month High Give Boost at Quarter-End

[Reuters] Senate Republicans reluctantly consider bipartisan healthcare talks

[CNBC] Mortgage applications jump 6.3% as borrowers rush to refinance

[Reuters] Time to taper? Five questions for the ECB

[CNBC] Foreigners snap up record number of US homes

[MarketWatch] The U.S. stock market is the world’s most expensive

[Politico] House Republicans to fall back on more modest spending plan

[Reuters] After China's curbs on Wanda, investors fret about fate of rivals

[Bloomberg] Greek Bond Sale Is Said to Be Delayed by IMF Debt Cap Rule

[Bloomberg] Summer's Most Common Hedge Fund Theme Is the Global Recovery

[WSJ] Where Are the Dips? The Weird, Unsettling Rise of Global Stocks This Year

[WSJ] Traders Falter in Worst First Half for Commodities Since 2010

[WSJ] America’s Farmers Turn to Bank of John Deere

[WSJ] ECB Chief Mario Draghi Expected to Reinforce Tightening Signals

[FT] Central bank action propels bond market crash worries

[NYT] Behind a Chinese Powerhouse, a Web of Family Financial Ties

[FT] Draghi faces taper test as ECB meets