Sunday, January 7, 2018

Monday's News Links

[Bloomberg] U.S. Stocks Mixed as Dollar Gains With Crude Oil: Markets Wrap

[Bloomberg] Equity Euphoria Grips the Entire World

[Bloomberg] Fed Eyes Financial Conditions as Possible Source of Inflation

[Politico] White House preparing for trade crackdown

[Bloomberg] Fed’s Monetary Policy Cornerstone Attacked at Economists’ Gathering

[Bloomberg] Wall Street's Hot New Money Machine Starts With a Single Loan

[Bloomberg] ‘It Can’t Be True.’ Inside the Semiconductor Industry’s Meltdown

[Reuters] In possible boon for White House, Fed ready to lay low as tax plan kicks in

[Bloomberg] China Orders Banks to Limit Any Risk From Entrusted Loan Business

[CNBC] China won't be prioritizing growth this year, economist says

[Bloomberg] Euro-Area Economic Confidence Soars to Nearly Two-Decade High

[FT] Warning signs emerge for US Treasury market

[FT] PBoC researchers warm to interest rate rise “in the short term”: state media

[FT] Quant hedge funds set to surpass $1tn management mark

[FT] Global credit outlook brightest since financial crisis (for now) – Fitch

Sunday Evening Links

[Bloomberg] Asia Stocks Point Higher as Earnings Season Begins: Markets Wrap

[WSJ] Improving Economy Sparks Rebound In Inflation Bets

[WSJ] The Mystery of the Risk-Free Greek Bond

Sunday's News Links

[Reuters] ECB should fix date to end bond purchases: Weidmann

[Reuters] Fed officials are already plotting how to combat the next downturn

[Bloomberg] White House Doesn't See Need for Faster Fed Hikes

[CNBC] By all measures, a construction boom is shaping up for 2018

[Bloomberg] Merkel Begins Make-or-Break Government Talks With Stability Plea

[Reuters] China December forex reserves rise to $3.14 trillion, highest since September 2016

[Reuters] China fruit, vegetable prices surge as blizzards cut off roads, damage crops

[FT] Are we seeing a peak in bullish equity sentiment at last?