Sunday, January 28, 2018

Monday's News Links

[Bloomberg] Treasuries Slide, Dollar Gains as Busy Week Begins: Markets Wrap

[Bloomberg] U.S. Consumer Spending Rose in December, Saving Rate Dipped

[Bloomberg] Europe to Trump: If You Want a Trade War, You'll Get One

[Bloomberg] China H Shares Are Testing History With Wildest Swings Since '07

[Bloomberg] Goldman Thinks This Fed Meeting May Not Be a Sleeper After All

[Bloomberg] Frenzied Feast of Bullish Buyers Puts Risk Market in Danger Zone

[Reuters] China eyes black swans, gray rhinos as 2018 growth seen slowing to 6.5-6.8 percent - media

[Bloomberg] Corporate Animal Spirits Are Back and That’s Bad News for Bondholders

[Bloomberg] Worst Asian Bond Market Has More to Fear: Modi's Borrowings

[CNBC] A fire sale by the Treasury could send shock waves through the bond market, strategist warns

[Reuters] Trump security team sees building U.S. 5G network as option

[NYT] Chinese Investors Keep Losing Billions Online. Here’s Why.

[FT] China faces refinancing crunch with $2.7tn of bonds bearing down

[FT] Global dealmaking running at fastest clip since 2000

[FT] Government debt sell-off gains pace

[FT] Vanguard warns of strengthening ‘predators’ in ETF market

Sunday's Evening Links

[Bloomberg] Asian Equity Rally Ekes Out More Gains; Bonds Flat: Markets Wrap

[Reuters] Trump hints at retaliation at 'very unfair' EU trade policies

[Bloomberg] Massive Cryptocurrency Heist Puts Spotlight on Exchange Security

[Bloomberg] China Stock Euphoria Enters New Stage as Laggards Start to Surge

[Bloomberg] China Ousted as Asia's No. 1 Buyer of U.S. Commercial Property

[WSJ] Global Stocks Roar Into 2018, Making Some Investors Even More Nervous

Sunday's News Links

[Bloomberg] Knot Says QE Program Must End `As Soon As Possible'

[Bloomberg] Bond Traders' Wild Ride in 2018 Is About to Kick Into Overdrive

[Reuters] Erdogan says Turkey will clean entire Syrian border of terrorists

[FT] China’s HNA tries to navigate turbulent times