Friday's News Links

[Bloomberg] Treasuries Fall, Stocks Rise on Price Data: Markets Wrap

[Bloomberg] U.S. 2-Year Yield Tops 2% for First Time Since Financial Crisis

[Reuters] U.S. core consumer prices post biggest gain in 11 months

[Bloomberg] Gain in U.S. December Retail Sales Caps Robust Holiday Season

[Politico] Tax payouts deliver a wave of hope and hype

[Reuters] China's new loans halve in Dec, but hit record in 2017

[Reuters] Shock reaction to BOJ bond buying cut makes stimulus exit a challenge

[Bloomberg] There’s Another Culprit for Treasury Rout Besides Japan and China

[Bloomberg] Draghi Unheeded as ECB Minutes Prompt Renewed Bets on 2018 Hike

[Bloomberg] China Steps Up Policing of Multinationals Over Sovereignty

[Bloomberg] China Sets New Records for Gobbling Up the World’s Commodities

[CNBC] China's trade surplus with the US hit a record high in 2017

[WSJ] Jockeying Is Under Way to Succeed ECB Chief Mario Draghi

Thursday Afternoon Links

[Bloomberg] Stocks Rise to Records as Dollar, Bond Yields Fall: Markets Wrap

[Bloomberg] U.S. Budget Deficit Is Widening Even Before Tax Cuts Factored In

[CNBC] Fed's Dudley warns that tax cuts putting economy on an 'unsustainable path'

[Bloomberg] Dudley Says He Worries Tax Cuts Risk Overheating U.S. Economy

[Reuters] U.S. will renegotiate NAFTA or pull out: Mnuchin

[Reuters] Walmart wage hike may show wage pressures building for lowest paid

[Bloomberg] Junk-Bond Funds See Largest Cash Inflows Since December 2016

[CNBC] David Rosenberg: Fed taking on role of 'serial bubble blower'

[Reuters] Putin says 'shrewd and mature' North Korean leader has 'won this round'

[WSJ] Shares Are Wildly Overpriced. But Bonds May Be Even Worse

[FT] ECB joins central bank chorus hinting at faster tightening

[WSJ] The Spark Behind Iran’s Unrest: Millions of Defrauded Investors