Thursday, January 24, 2019

Friday's News Links

[Reuters] Global stocks gain on earnings, euro rebounds after dovish ECB

[CNBC] Gold up as dollar eases; global growth concerns lend support

[SCMP] China, US ‘less belligerent, more cordial’ as delegation heads to Washington before Liu He

[CNBC] The Fed may be moving closer to ending its rally-killing balance sheet reduction

[Reuters] China to step up economic stimulus in slowdown fight

[CNBC] China can no longer rely on real estate for growth. It’s now turning to railways and more debt

[CNBC] George Soros says the US and China are in a cold war that ‘threatens to turn into a hot one’

[Reuters] NATO, Russia fail to agree over missile breach, U.S. to quit treaty

[WSJ] Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff

[WSJ] Kudlow: White House Seeks Fed Nominees Who Understand Shift on Growth, Inflation

[WSJ] Dwindling ‘Debt Cushions’ Threaten Safety of Leveraged Loans

[FT] ECB warns eurozone at risk of further slowdown

[Bloomberg] A Key Driver of Home Sales in China Just Hit the Brakes

[Bloomberg] Singapore Is Seeing an Unprecedented Mortgage Slowdown

Thursday Evening Links

[Reuters] Nasdaq boosted by chip rally, Dow, S&P 500 stall

[CNBC] White House demands ‘large down payment on the wall’ as Senate tries to reach shutdown deal

[CNBC] Shutdown continues: Senate blocks bills to fund government amid fight over Trump border wall

[Reuters] Fears of tax chaos loom as IRS readies for filing season

[Reuters] U.S. Treasury's Mnuchin sees China trade progress, currency talks

[Politico] White House plans to overhaul housing finance system, top regulator says

[Reuters] J.P. Morgan pares U.S. first quarter GDP view to 1.75 percent

[FT] Taiwan calls for international support in face of China pressure