Tuesday, January 28, 2020

Tuesday Evening Links

[Reuters] Wall Street rebounds as Apple surges ahead of earnings

[Reuters] China's Hubei province, center of virus outbreak, confirms 25 new deaths

[CNBC] White House tells airlines it may suspend all China-US flights amid coronavirus outbreak

[CNBC] US budget deficit to break $1 trillion in fiscal 2020, CBO says

[CNBC] Coronavirus, repo market and the reserve rate: What to watch this week from the Fed

[Reuters] United cancels flights to China as Facebook, others avoid travel on virus fears

[MSN/LA Times] Tears, fear and panic grip China as coronavirus spreads

[Bloomberg] CBO Boosts Economic Growth Forecast, Sees $1 Trillion Deficit

[Bloomberg] Richmond Fed Manufacturing Gauge Surges to Best Level Since 2018

[Bloomberg] It’s the Worst Start to the Year for Carry Traders Since 2015

[WSJ] Reasons Abound for Markets to Worry About the Election

[WSJ] Fed Adds $84.7 Billion in New Money to Markets, But Overall Liquidity Stable

[FT] US budget deficit forecast to blow out by mid-century

Tuesday's News Links

[Reuters] Wall Street recovers from Monday rout on tech, financial support

[Reuters] China says death toll from coronavirus rises to 106, confirmed cases hits 4,515

[CNBC] Home price gains continued to heat up in November

[CNBC] Consumer confidence jumps as job-market outlook improves

[Reuters] U.S. core capital goods orders post biggest drop in eight months

[Yahoo/Bloomberg] The ‘Not QE’ Debate Looms Large Over Fed Decision

[Reuters] U.S. stock rally faces major test as China virus spreads

[Reuters] Japan warns about risks to economy from China virus outbreak

[Reuters] China sure of slaying 'devil' virus, Hong Kong to cut links

[Reuters] Confusion and lost time: how testing woes slowed China's coronavirus response

[Bloomberg] Gold Parades Haven Status With Rally to Highest Close Since ‘13

[Bloomberg] Virus Poses New Threat to Economy’s Fragile Stabilization

[Bloomberg] Six Strategists on What’s Next for Markets as Virus Fears Spread

[WSJ] With Rates on Hold, Fed Faces Decisions on Its Balance Sheet

[WSJ] What to Know About the New Chinese Coronavirus

[FT] Investors seek clarity from Fed on balance sheet expansion

[FT] Markets are much too complacent over the risk of inflation

[FT] Why some big investors have had enough of hedge funds