Tuesday, January 5, 2021

Wednesday's News Links

[Reuters] Treasury yields soar, tech stocks crumble on possible Georgia 'blue sweep'

[Yahoo/Bloomberg] Treasury Yields Reach 1%; Nasdaq Tumbles: Markets Wrap

[Reuters] Dollar hits lowest since March 2018 on Democrat gains in U.S. senate election

[Reuters] Markets shift to price in chance of Democrat Senate wins

[CNBC] Private payrolls post first drop since April as coronavirus spread hits job growth, ADP says

[CNBC] Mortgage demand from homebuyers pulled back sharply, even as rates ended 2020 near record low

[CNBC] NYSE will delist three big China telecoms, reversing decision once again

[CNBC] Covid live updates: EU approves its second vaccine as strain found in South Africa worries experts

[Yahoo/Bloomberg] Treasuries Breaching 1% on Democrat Win May Just Be the Start

[Yahoo/Bloomberg] Beijing Sends Stark Message to Biden With Hong Kong Crackdown

[Reuters] Over 50 Hong Kong activists arrested under security law as crackdown intensifies: media

[Reuters] China says it will respond to planned Taiwan, U.S. defense talks

[Reuters] Japan's daily coronavirus cases hit record as state of emergency looms

[Yahoo/Bloomberg] Crispin Odey’s Slump Deepens as Hedge Fund Loses Another 30.5%

[Bloomberg] China Acts to Slow Gains by Strongest Yuan in Almost Three Years

[Bloomberg] Hong Kong Arrests U.S. Citizen, Dozens More Under Security Law

[Bloomberg] Hedge Funds Turning Doubtful on Staying Power of Recovery Trade

[FT] US government bonds sink on Georgia reflation bet

[FT] Hedge fund Winton’s assets plunge $26bn from peak after 2020 rout

Tuesday Evening Links

[CNBC] U.S. stock futures fall as traders await results from Georgia runoff elections

[CNBC] Georgia’s critical Senate runoffs are too close to call as polls close

[Yahoo/Bloomberg] Georgia Counts Votes With Senate Control, Biden Agenda at Stake

[MarketWatch] Trump signs order banning Alipay, WeChat Pay and other Chinese apps

[CNBC] Covid live updates: Red Cross raffles Super Bowl tickets to solicit convalescent plasma donors

[Reuters] Fed's Evans says 3% inflation wouldn't be bad

[Bloomberg] Grantham Renews ‘Epic Bubble’ Warning After Stocks’ Record Year

Tuesday Afternoon Links

[Reuters] Wall Street closes higher; focus on Georgia election outcome

[Reuters] Oil prices jump 4% on OPEC+ output talks, Iran tension

[Yahoo/Bloomberg] Gold Rises to Eight-Week High as Dollar Falls; Platinum Surges

[Reuters] Georgians vote in tense runoff elections to decide U.S. Senate control

[AP] Pandemic haunts new year as virus growth outpaces vaccines

[CNN] Hospitals are already overwhelmed. Now some states are beginning to feel the impact of holiday gatherings

[AP] UK hospitals stagger under toll from the new virus variant

[Reuters] U.S. factory activity near 2-1/2-year high; COVID-19 disrupting supply chains

[Reuters] Saudi offers extra oil output cut as part of OPEC+ deal -sources

[Yahoo/Bloomberg] Global Economic Outlook Dims on Virus’s Surge Ahead of Vaccines

[WSJ] How Much Debt Is Too Much? It Depends on Your View of Inflation