Sunday, February 7, 2021

Monday's News Links

[Reuters] Shares reach record high, oil tops $60 a barrel

[Yahoo/Bloomberg] Stocks Hit Record, Bonds Drop on Reflation Trade: Markets Wrap

[Yahoo/Bloomberg] Treasury Long Bond Reaches 2% Milestone as Global Yields Awaken

[Yahoo/Bloomberg] Bond Traders See Strongest 10-Year Inflation Outlook Since ‘14

[Reuters] Dollar nurses losses as traders await more data to determine direction

[Yahoo/Bloomberg] Global Markets See Inflation Breaking Out to Multi-Year Highs

[Reuters] Once a 'stonk,' Hertz reveals dilemma companies face in Reddit frenzy

[Yahoo/Bloomberg] An EV Company With Almost No Revenue Gains 3,000% in 8 Months — Topping Tesla’s Rally

[Yahoo/Bloomberg] Emerging Rates Most at Risk as U.S. Yields Reach 10-Month High

[Reuters] Analysis: Food price spikes see inflation rear its head in emerging markets

[Reuters] Japan bank deposits rise at record pace as firms, households hoard cash

[AP] Water fired at crowd as anti-coup protests swell in Myanmar

[NYT] Wall Street’s Most Reviled Investors Worry About Their Fate

[WSJ] The Biden Stimulus vs. the Bond Market

[WSJ] GameStop Mania Was the Wrong Way to ‘Democratize’ Finance

[FT] US long-term interest rates hit highest level in a year on stimulus impact

[FT] US corporate bonds grow more susceptible to sudden rise in rates

[FT] Taiwan senses opportunity to bolster relations with west after chip shortages

[FT] Draghi moves closer to forming Italian government

Sunday Evening Links

[CNBC] Stock futures higher following best week since November

[Yahoo/Bloomberg] Stocks Set for Muted Start After Hitting Record: Markets Wrap

[Reuters] U.S. Treasury's Yellen: Americans earning $60,000 should get stimulus checks

[CNN] More contagious coronavirus variant identified in UK is spreading rapidly throughout the US, study says

[Reuters] South Africa puts AstraZeneca vaccinations on hold over variant data

[Reuters] Biden says challenging for U.S. to reach herd immunity by summer's end

[CNBC] Biden says there will be ‘extreme competition’ with China, but won’t take Trump approach

[Yahoo/Bloomberg] Yellen, Summers Spar About Overheating Risk in Stimulus Plan

[Yahoo/Bloomberg] A New Commodities Boom Beckons When Pent-Up Demand Is Unleashed

[Yahoo/Bloomberg] Renaissance Hit With $5 Billion in Redemptions Since Dec. 1

[Yahoo/Bloomberg] Two Sigma, DE Shaw Posted Losses in Some Funds in January: FT

[Bloomberg] China Hedge Funds Add $200 Billion, Trouncing Wall Street Rivals

[FT] Taiwan war games raise risk of US-China conflict

Sunday's News Links

[Yahoo/Bloomberg] Flash Loans Are Providing Instant Cash to Crypto Speculators

[Reuters] China issues new anti-monopoly rules targeting its tech giants

[Reuters] China Dec FX reserves fall slightly to $3.211 trln

[CNBC] U.S. and China top diplomats talk tough on Myanmar and Taiwan in tense first call since Biden took office

[Reuters] Protests sweep Myanmar to oppose coup, support Suu Kyi

[Bloomberg] Danger Lurks in Global Markets Transfixed by Rising Bond Yields

[WSJ] As Vaccines Raise Hope, Cold Reality Dawns: Covid-19 Is Likely Here to Stay

[FT] Will a key measure of Italy’s political risk continue to fall?