Sunday, March 14, 2021

Monday's News Links

[Yahoo/Bloomberg] Stocks Slip as Oil Dips; Europe Stocks Rise: Markets Wrap

[Reuters] Euro zone government bond yields stabilise; U.S.-Germany spread at widest in one year

[Reuters] Dollar sets pace ahead of key central bank meetings

[Reuters] World stocks firm as stimulus fuels economic optimism

[Yahoo/Bloomberg] Powell’s Challenge: Reconcile Better Outlook, Ultra-Easy Policy

[Reuters] Fed likely to pen rosier forecasts, but no policy shift expected

[Reuters] Big questions loom ahead of Biden's next spending push, like 'what is infrastructure?'

[Reuters] China's factory output surges as recovery accelerates

[Yahoo/Bloomberg] China’s Soaring Economic Activity Masks Uneven Growth Recovery

[Reuters] China will lower government's leverage ratio - cabinet

[Reuters] Texas power retailer Griddy heading for bankruptcy: Wall Street Journal

[Reuters] Brazil's 2021 inflation outlook surges to 4.6%, well beyond central bank target: survey

[Yahoo/Bloomberg] Russia Considers Faster Rate Hikes This Year as Inflation Spikes

[AP] Martial law imposed in parts of Myanmar city as deaths rise

[Bloomberg] Biden Eyes First Major Tax Hike Since 1993 in Next Economic Plan

[Bloomberg] China’s Home Prices Grow Most in Six Months on Lower Supply

[Bloomberg] New York Manufacturing Expands Most Since 2018 as Prices Climb

[WSJ] Junk-Loan Rally Cuts Company Borrowing Costs

[FT] Is the US on the verge of an infrastructure boom?

[FT] How the Biden $1.9tn stimulus has poured fuel on a global market shake-up

[FT] ETFs gorge on shares of lossmaking US pharma companies

Sunday Evening Links

[CNBC] Dow futures rise as stocks point to strong open on Monday 

[Yahoo/Bloomberg] Stocks in Asia to Open Steady With Yields in Focus: Markets Wrap

[Yahoo/Bloomberg] Yellen Says U.S. Inflation Risk Remains Small, ‘Manageable’

[CNBC] Germany declares a Covid ‘third wave’ has begun; Italy set for Easter lockdown

[Politico] Merkel’s CDU battered in key German state elections

[Yahoo/Bloomberg] Rate Hikes Are Coming to Emerging Markets With Debt at Records

[Yahoo/Bloomberg] Billionaire Commodities Dealmaker Gets Squeezed by Rising Rates

[Reuters] At least 39 reported killed in Myanmar as Chinese factories burn

Sunday's News Links

[CNBC] Fewer kids are going to college because they say it costs too much

[AP] China, North Korea loom as Blinken, Austin head to Asia

[Yahoo/Bloomberg] Fed to Hike Rates in 2023 but Dots Won’t Show It, Economists Say

[Yahoo/Bloomberg] ECB’s Kazaks Says Yield Gains Won’t Always Spur More Bond Buying

[Yahoo/Bloomberg] Global Central Banks Confront Enthusiasm of Investors: Eco Week

[AP] Survivors struggle as scientists race to solve COVID mystery

[Bloomberg] Yellen Says U.S. Inflation Risk Remains Small, ‘Manageable’

[Bloomberg] AstraZeneca’s EU Vaccine Woes Deepens on Clots, Nationalism

[WSJ] White House Weighs How to Pay for Long-Term Economic Program

[WSJ] Turbocharged Economy Leaves Factories Struggling to Deliver Goods That Shoppers Want

[WSJ] China Becomes First Major Economy to Start Withdrawing Pandemic Stimulus Efforts

[WSJ] Short Sellers Boost Bets Against SPACs

[FT] Will the Fed push back against higher bond yields?