Wednesday, February 14, 2018

Wednesday Evening Links

[Bloomberg] U.S. Stocks Rally as 10-Year Yield Reaches 2.9%: Markets Wrap

[Bloomberg] Oil Jumps Most This Year as Buildup Slows in U.S. Storage Tanks

[Reuters] Inflation pickup a challenge for Fed chief Powell

[Bloomberg] Fresh Dose of Inflation Fails to Cure Dollar's Deep-Rooted Ills

[Bloomberg] Favored Quant Trade Was Hit in the Last Bout of Market Volatility

[Bloomberg] After Muni-Bond Boom, Analysts Expect Distress to Be on the Rise

[Bloomberg] Consumer Comfort in U.S. Jumps Despite Stock-Market Turbulence

[Bloomberg] Shorts in SPDR Junk Bond ETF Surge to Highest Level Since 2010

[WSJ] Markets Be Damned, Fed Has Inflation to Worry About

[WSJ] Inflation Starts to Make a Comeback

[WSJ] Harvard, Hawaii Gambled on Market Calm—Then Everything Changed

[WSJ] Americans Can’t Get Enough Consumer Debt

[FT] Increase in US inflation sparks bond market sell-off

[FT] Worries over exotic exchange traded funds deepen

Wednesday's News Links

[Bloomberg] U.S. Stocks Gain as Yields Climb on Inflation Data: Markets Wrap

[MarketWatch] Treasury yields jump as inflation comes above expectations

[Bloomberg] U.S. Consumer Prices Rise More Than Forecast on Apparel Costs

[Bloomberg] U.S. Retail Sales Unexpectedly Fall After December Revised Down

[Bloomberg] Fannie Needs First Bailout Funds Since 2012 After Tax-Cut Loss

[Reuters] Euro zone production jumps more than expected in Dec as economy powers on

[Bloomberg] Japan’s Economy Misses Fourth-Quarter Forecasts

[Bloomberg] Debt-Laden HNA’s Credit Assessment Cut by S&P

[Bloomberg] Five Charts That Explain How European Banks Are Dealing With Their Bad-Loan Problem

[WSJ] Bond Investors Worry About the Tax Overhaul’s Long-Term Cost

[FT] Bond market investors raise inflation expectations

[FT] Japan records longest growth spurt since 1989

[FT] Packaged loans premium tumbles to crisis-era low

[FT] Tensions over junk bond covenants start to boil over

[FT] Emerging markets turn to local debt