Thursday, January 7, 2021

Friday's News Links

[Yahoo/Bloomberg] Stocks Rise as Grim Jobs Data Spur Stimulus Bets: Markets Wrap

[Reuters] Shares soar on hopes of global recovery, U.S. stimulus

[Yahoo/Bloomberg] Treasury Yield Surge Rattles Emerging-Market Currencies in Asia

[CNBC] Economy sees job loss in December for the first time since April as surging virus takes toll

[Yahoo/Bloomberg] Canada’s Labor Market Loses Jobs for First Time Since April

[Yahoo/Bloomberg] Stock Bull Case Based on Bond Yields Finally Starting to Weaken

[Yahoo/Bloomberg] U.S. Daily Deaths Surpass 4,000; London Crisis : Virus Update

[CNBC] U.S. reports more than 4,000 Covid deaths for first time as outbreak grows worse than ever

[CNBC] Covid live updates: London mayor warns hospitals may be overwhelmed; UK greenlights a third vaccine

[CNBC] 1 in 30 Londoners has Covid as city mayor declares a major incident

[Yahoo/Bloomberg] Chinese City Locked Down; Australia Tightens Rules: Virus Update

[Reuters] U.S. envoy to U.N. to visit Taiwan; China says playing with fire

[Bloomberg] Democrats Get Clout Needed for Risky Bid to End Trump’s SALT Cap

[Bloomberg] China Urgently Needs to Contain Financial Risks, IMF Says

[Bloomberg] Fastest Rally in History Takes Emerging-Market Stocks to Record

[WSJ] Long-Term Bonds Hit Hard After Georgia Senate Runoffs

[WSJ] Businesses Brace for a Democratic Congress

[WSJ] Rental Home Construction Climbs as Purchase Prices Surge

[FT] Blue sweep of Congress will add pressure to weak dollar, analysts say

[FT] Georgia Senate results fuel hedge funds’ reflation bets

[FT] US mortgage executives forecast a $3tn year in 2021

Thursday Evening Links

[Yahoo/Bloomberg] Asian Stocks Follow U.S. Higher; Dollar Holds Gain: Markets Wrap

[Yahoo/Bloomberg] Stocks Roar on Stimulus Bets as Nasdaq Jumps 2.5%: Markets Wrap

[Reuters] Treasuries - Longer-term yields climb on prospects for more stimulus

[AP] US registering highest deaths yet from the coronavirus

[CNBC] Covid live updates: UK strain confirmed in more states; U.S. hospitalizations top 132,000

[Yahoo/Bloomberg] Fed Returns Money to Treasury for Terminated Emergency Programs

[Yahoo/Bloomberg] China’s Rapid Recovery Puts Global Dollar Hegemony in Doubt

[Reuters] Bullard: Loose Fed, post-pandemic boom could set stage for higher inflation

[Reuters] Tesla's stock market value tops Facebook's in huge trading

[Bloomberg] More States Find Variant; N.Y. Cases Reach Record: Virus Update

Thursday Afternoon Links

[Yahoo/Bloomberg] Stocks Roar as Nasdaq Up 2% With Stimulus in Sight: Markets Wrap

[Reuters] Wall Street at record high as Democrats take control of Senate

[Reuters] Oil touches fresh 11-month highs, shrugging off unrest in Washington

[Yahoo/Bloomberg] Harker Says Fed May Begin Paring Bond Purchases in Late 2021

[CNBC] LA County hospitals forced to make ‘tough decisions’ as Covid kills someone about every 15 minutes

[Reuters] U.S. trade deficit rises to more than 14-year high

[Reuters] U.S. labor market recovery stalling; trade deficit widens sharply

[Yahoo/Bloomberg] U.S. Mortgage Rates Hit New Record Low With 30-Year at 2.65%

[Reuters] Central banks must arm up for next market upheaval, BoE's Hauser says

[WSJ] U.S. Treasury Yields Jump on Inflation Trade

[WSJ] Biden Tax-Increase Agenda Revived as Democrats Win Senate

[FT] Pandemic tech bubbles echo those of the dotcom era