Wednesday, January 31, 2018

Thursday's News Links

[Bloomberg] U.S. Stocks Rise Before Apple, Treasuries Decline: Markets Wrap

[Bloomberg] China's Domestic Stocks Slide, Heading for Worst Week Since 2016

[Bloomberg] U.S. Manufacturing Expands at Close to Quickest Pace Since 2004

[Bloomberg] U.S. Consumer Comfort Highest Since 2001 on Optimism for Economy

[Bloomberg] U.S. Productivity Fell Last Quarter to Extend Sluggish Run

[Reuters] U.S. construction spending rises as private outlays hit record high

[Politico] GOP faces new shutdown threat from within

[Reuters] China January factory growth remains strong as output accelerates: Caixin PMI

[Bloomberg] China Urges Crackdown on M&A Loans Used to Buy Land

[Nikkei AR] Calls for stimulus tapering growing within Japan's central bank

[Reuters] German industrial workers stage second 24-hour strike

[Bloomberg] Bond Rout in India Set to Deepen as Modi Widens Deficit Targets

[Bloomberg] Hedge Funds Just Had Their Best Year Since 2010

[FT] Private equity financing has a new twist

[FT] ECB’s Cœuré: we would push back if US starts currency war

[FT] Chinese property developers in debt refinance push

Wednesday Evening Links

[Bloomberg] Asia Stocks Face Mixed February Start After Fed: Markets Wrap

[Bloomberg] Fed Signals Cautious Optimism and Support for Higher Rates

[Bloomberg] Janet Yellen’s Fed Era Ends With Unanimous Vote of No Rate Hike

[Bloomberg] BofA Sees Bond Yields Rising More as Investors Catch Up to Fed

[Bloomberg] Former Fed Chair Alan Greenspan Sees Bubbles in Stocks and Bonds

[NYT] Worries Grow That the Price of Bitcoin Is Being Propped Up

[WSJ] Yellen Hands Off Go-Slow Approach to Rate Rises as She Departs Fed

[WSJ] New Fiscal Worry: Too Much Short-Term Borrowing as Deficit Climbs

[FT] Shale powers US oil output to heights of 1970

[FT] Inflationary pressures on the rise across markets