Tuesday, April 20, 2021

Wednesday's News Links

[Yahoo/Bloomberg] Dip Buyers Fuel Stock Rebound as Earnings Roll In: Markets Wrap

[AP] World shares mixed as earnings take center stage

[Yahoo/Bloomberg] Oil Drops on Resurgent Virus, Reported Build in U.S. Stockpiles

[Reuters] Dollar firm as COVID-19 resurgence hits reflation trades

[CNBC] Weekly mortgage demand jumps 8.6% after interest rates fall to a two-month low

[AP] Businesses scramble for help as would-be workers stay home

[CNBC] SPAC transactions come to a halt amid SEC crackdown, cooling retail investor interest

[Reuters] Analysis: U.S. banks' bond bonanza driven by extraordinary market conditions, regulatory decisions

[Yahoo/Bloomberg] China Considers Supporting Huarong With Central Bank Funds

[Reuters] Column: When geopolitics matters to markets

[Yahoo/Bloomberg] Putin Warns of Retaliation for Crossing Russia’s Red Line

[AP] In annual address, Putin warns Russia’s foes will be sorry

[Bloomberg] $12.3 Trillion in Stimulus Killed the Debt Default Cycle

[Bloomberg] How Robinhood Made Trading Easy—and Maybe Even Too Hard to Resist

[Bloomberg] China Huarong Is a Test for Beijing’s Financial Reform Drive

[Bloomberg] Erdogan Says Turkey Used $165 Billion of Reserves in 2 Years

[Bloomberg] Henry Kaufman, 93, Looks Back on ‘The Day the Markets Roared’

[WSJ] Snarled Supply Chain Trips Up Small Businesses

[WSJ] China’s Xi Lays Out Vision for a World Without a Single Dominant Power

[WSJ] The Job Market Is Tighter Than You Think

[WSJ] Executives Wonder if Their Stock Selloffs Were Linked to Archegos

[FT] Hawks press ECB to scale back bond buying despite rising Covid wave

[FT] Putin threatens ‘asymmetric’ and ‘tough’ response to US sanctions

[FT] With US help, Japan’s stance towards China hardens

Tuesday Evening Links

[CNBC] S&P 500 futures fall slightly in overnight trading, Netflix shares tank

[Yahoo/Bloomberg] Asia Stocks Track U.S. Peers Lower; Yields Steady: Markets Wrap 

[Yahoo/Bloomberg] Oil Drops Toward $62 on Concern Resurgent Virus Will Sap Demand

[Reuters] U.S. ambassador to Russia to fly home for consultations

[FT] Huarong debacle tests Beijing’s resolve to bail out state groups

[FT] ‘It is much worse this time’: India’s devastating second wave

Tuesday Afternoon Links

[Yahoo/Bloomberg] Stocks Decline Amid Earnings, Economic Concern: Markets Wrap 

[Yahoo/Bloomberg] Oil Slides With Broader Market Selloff Adding to Demand Concerns

[Reuters] Exclusive: Fed will limit any overshoot of inflation target, Powell says

[Yahoo/Bloomberg] Brazil Needs More Caution on Inflation, Ex-Central Banker Says

[FT] ‘Huge risk’ of space junk collisions as satellite launches intensify, experts warn

Tactical Short Q1 Recap Conference Call This Afternoon

Please join Doug Noland and David McAlvany this Thursday, April 22nd, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q1 recap conference call, “Contemplating an Inflection Point.” Click here to register.