Wednesday, January 24, 2018

Wednesday Evening Links

[Bloomberg] U.S. Stocks Mixed on Tariff Talk as Dollar Drops: Markets Wrap

[Bloomberg] Crude Breaks $65 as Record Drawdown Whittles U.S. Oil Stockpiles

[Bloomberg] History Suggests Mnuchin’s Dollar Rhetoric Could Backfire

[Reuters] U.S. home sales fall as record-low inventory boosts prices

[Bloomberg] Markets Are About to Get Ugly According to These Charts

[Bloomberg] Mnuchin, Dalio Raise the Stakes for Treasuries Before ECB Meets

[CNBC] Federal deficit could jump whopping $154 billion if these five states do end run around Trump tax law

[Bloomberg] China Piles Up Free Trade Deals as Trump Abandons Them

[Reuters] Erdogan says to extend Syria operation despite risk of U.S. confrontation

[NYT] Trump Sharply Warns Turkey Against Military Strikes in Syria

[WSJ] A Shortage of Trucks Is Forcing Companies to Cut Shipments or Pay Up

Wednesday's News Links

[Bloomberg] Dollar Woes Deepen as Stocks Edge Up; Gold Rallies: Markets Wrap

[Reuters] Dollar skids to three-year low as Mnuchin welcomes currency weakness

[Bloomberg] White House Declares Open Season on the Dollar at Davos

[CNBC] A weaker dollar is good for the US, Treasury Secretary Mnuchin says

[Bloomberg] Gold Climbs Toward Highest Close Since 2016 in Heavy Trading

[Bloomberg] Trump Team at Davos Backs Weaker Dollar, Sharpens Trade War Talk

[Bloomberg] Ross Says U.S. Is in a Trade War, in Rhetorical Split With Trump

[Reuters] U.S. mortgage activity hits four-month high despite rising rates: MBA

[Bloomberg] Euro Demands Draghi's Attention at First ECB Meeting of 2018

[Bloomberg] U.S. to Pay Price for Tariff ‘Tricks,’ China's Global Times Says

[Bloomberg] Powell Approved by Senate to Succeed Yellen as Fed Chair

[Bloomberg] Dalio Says Bonds Face Biggest Bear Market in Almost 40 Years

[Bloomberg] Tech Stocks Are Showing Signs of Overheating

[Bloomberg] China's Beleaguered HNA Group Faces a Debt Wall in Second Half

[Bloomberg] China Orders State-Run Companies to Make Profits

[Bloomberg] Japan’s Exports Grow 9% in December to Close Out Strong Year

[CNBC] German leader Merkel says the current world order is under threat

[Forbes] Europe Braces For The Next Italian Election

[WSJ] Trump Starts His Trade War

[WSJ] Trump Tariffs Spark Criticism, Raise Tensions Over Trade

[WSJ] As Markets and Growth Steam Ahead, Signs of Caution Emerge