Monday Afternoon Links

[Reuters] Stocks, U.S. dollar gain despite surprise weak China data

[Reuters] U.S. home builder sentiment, New York state factory activity drop

[CNBC] Homebuilders say U.S. is in a ‘housing recession’ as sentiment turns negative

[Reuters] Analysis: Fed faces balance sheet dilemma as U.S. economy slows

[Reuters] Ignoring Ukraine setbacks, Putin touts 'superior' Russian weapons exports