Tuesday, January 9, 2018

Tuesday Evening Links

[Bloomberg] Asia Stock Rally Fades as Investors Eye Yield Jump: Markets Wrap

[Bloomberg] Treasury Yields Are Surging and Bond Traders Are Starting to Get Nervous

[Reuters] U.S. crude hits three-year high as oil prices climb on tighter market

[CNBC] Investors fear after Japan move the last of the global market 'punch bowls' are being taken away

[Bloomberg] Signs of Euphoria Are So High Investors Are ‘Having a Hard Time Imagining a Decline’

[Reuters] States likely to see good revenues in 2018 but dark clouds loom

[Bloomberg] Microsoft Says Chip Fix May Significantly Slow Some Servers

[WSJ] Investors Prepare for Inflation

[FT] DoubleLine’s Gundlach predicts negative return for S&P 500 in 2018

[FT] Two ‘bond kings’ proclaim new era as Treasuries sell off

Tuesday's News Links

[Bloomberg] U.S. Stocks at Records as Dollar Gains, Bonds Fall: Markets Wrap

[Bloomberg] Wall Street's Rising Euphoria May Spell Trouble for Stock Market

[Politico] Republicans: Budget deal prospects are dimming

[Bloomberg] Yen's Spike Shows Taste of What Comes When BOJ Really Does Shift

[Reuters] Japan's central bank trims bond purchases, prompting taper talk

[Bloomberg] China Changes the Way It Manages Yuan After Currency's Jump

[Bloomberg] Gold Is Beating Everything Since the Fed Raised Rates

[Bloomberg] Euro-Area Unemployment Rate Drops to Lowest Level Since 2009

[Reuters] German industrial output surges, signaling a healthy 2018

[Bloomberg] Intel CEO Comments Indicate Chip Issue May Cause Bigger Slowdown

[NYT] As Economy Strengthens, Fed Ponders New Approach

[WSJ] Fed Officials Encourage Reassessment of Inflation Target

[WSJ] As Stocks Reach New Highs, Investors Abandon Hedges

[WSJ] Amid Signs of a Thaw in North Korea, Tensions Bubble Up