Monday, January 11, 2021

Tuesday's News Links

[Yahoo/Bloomberg] U.S. Stocks Churn Higher as Dollar Steadies: Markets Wrap

[Reuters] Global Markets - Stocks pause for breath as bond selloff extends

[Reuters] Oil hits 11-month high as Saudi cut supports

[Yahoo/Bloomberg] Worsening U.S.-China Tensions Put Companies in Crosshairs

[CNBC] Covid live updates: More Chinese cities lock down amid new cases; U.S. vaccine rollout picks up

[CNBC] Coronavirus mutations: Here are the major Covid strains we know about

[Yahoo/Bloomberg] China’s Credit Growth Slows as Policy Support Normalizes

[Reuters] China outstanding total social financing up 13.3% y/y at end-Dec

[Yahoo/Bloomberg] Quants With $2 Trillion Hit by Correlations at 20-Year High

[Yahoo/Bloomberg] Investors Have a New Default Worry in China’s Debt Market

[Yahoo/Bloomberg] Double-Dip Recession Beckons in Europe as Lockdowns Drag On

[Reuters] Exclusive: China plans further Hong Kong crackdown after mass arrest - sources

[Reuters] Japan to widen state of emergency beyond Tokyo as virus surges: media

[Yahoo/Bloomberg] RBI Warns Bad Debt Surge Threatens India Financial Stability

[Bloomberg] U.S. Small-Business Optimism Slumps to Seven-Month Low

[Bloomberg] Surge in U.S. Home Prices Eases in Sign Pandemic Rally May Cool

[Bloomberg] Upbeat Xi Says Time on China’s Side as Turmoil Grips U.S.

[Bloomberg] Italy Premier Conte Under Threat as Tensions With Ally Escalate

[WSJ] Covid-19 Pandemic Drives Municipal Borrowing to 10-Year High

[WSJ] More Blue-Chip Companies Halt Political Donations After Capitol Riot by Trump Supporters

[FT] Now Republicans and Democrats alike want to rein in Big Tech

[FT] Jack Ma vs Xi Jinping: the future of private business in China

[FT] A strong recovery could be bad for asset prices

[FT] German carmakers outpace Tesla with electrified vehicle surge

Monday Evening Links

[Yahoo/Bloomberg] Asian Stocks Set for Muted Start; Dollar Gains: Markets Wrap

[CNBC] Stock futures flat after Monday’s session breaks winning streak

[Reuters] Stocks fall from records, U.S. yields continue to climb

[CNBC] Covid live updates: U.S. death toll tops 375,000; President-elect Biden receives second vaccine dose

[Reuters] FBI warns of armed protests ahead of inauguration

[Yahoo/Bloomberg] Biden’s Go-Big Stimulus Plans Set Up Fresh Fight in Senate

[Yahoo/Bloomberg] Fed Officials See Strong Economic Rebound, Fanning Talk of Taper

[Reuters] Fed's Kaplan sees 5% growth this year, unemployment dropping

[Yahoo/Bloomberg] Fed’s Barkin Sees Strong Second Half After ‘Bumpy’ Few Months

[Reuters] Fed's Barkin says workers, not inflation, are his focus

[Yahoo Finance] Atlanta Fed's Bostic: Rate hike 'might be more in play' in second half of 2022

[Yahoo/Bloomberg] Bitcoin and Tesla Have Gotten the Fed's Attention

[Reuters] U.S. banks cast wary eye at mortgage borrowers as forbearance periods end

[Yahoo/Bloomberg] Wall Street Is Most Bullish on Commodities in a Decade

[WSJ] Treasury Yield Climb Continues

[FT] Corporate America pulls political donations after Capitol assault

[FT] Rightwing media scrambles to shift tone in wake of US Capitol attack

[FT] Angela Merkel attacks Twitter over Trump ban

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Drop From Record Highs; Dollar Strengthens: Markets Wrap

[Yahoo/Bloomberg] Gold Steadies as Traders Weigh Dollar Rise Against Stimulus Bets

[Reuters] Oil falls on renewed lockdowns, stronger dollar

[Yahoo/Bloomberg] Once-Elusive 1% Yield Is Becoming Norm for 10-Year Treasuries

[Reuters] Soaring virus cases knock European stocks off 10-month high

[CNBC] WHO warns new Covid variants are ‘highly problematic’ and could further stress hospitals

[WSJ] Fed Sent $88.5 Billion in Profits to U.S. Treasury in 2020

[WSJ] January Forces Some Schools to Extend Remote Learning, Others to Reopen Classrooms