Tuesday, January 4, 2022

Wednesday's News Links

[Yahoo/Bloomberg] Stocks Slip as Tech Drops, Fed Outlook Mulled: Markets Wrap 

[Yahoo/Bloomberg] Treasury Yield Curve Steepens on Bet Fed Sticks to Hawkish Path

[Yahoo/Bloomberg] Chinese Stocks Extend Fall in U.S. on Tencent Sale Concerns

[Yahoo/Bloomberg] Turkey Tightens Oversight of Currency Market as Lira Weakens

[Yahoo/Bloomberg] Oil Steadies After OPEC+ Adds More Output as Market Tightens

[CNBC] Private job growth totals 807,000 in December, more than doubling expectations, ADP says

[Yahoo/Bloomberg] Fed Minutes Eyed for Details on Rate Liftoff, Shrinking Assets

[CNBC] Mortgage rates hit 9-month high, and loan demand drops further

[CBS] California’s COVID Positivity Rate Rises As Omicron Spikes Statewide

[Yahoo/Bloomberg] Hengda Seeks Delay; Yuzhou Property Unit Sale: Evergrande Update

[Yahoo/Bloomberg] Evergrande’s Condemned Towers on China’s Hawaii Show Threat

[Yahoo Finance] 'China is uninvestable,' says Bond king Jeffrey Gundlach

[Yahoo/Bloomberg] ECB Will Act If Inflation Outlook Picks Up, Kazaks Says

[AP] Virus surge tests limits of primary health care in Europe

[Yahoo/Bloomberg] Supermarkets Shelves Bare in Sydney as Covid Isolates Staff

[Reuters] China's Henan hit by COVID curbs after sporadic cases

[Yahoo/Bloomberg] Kazakh Protests Turn Violent as Unrest Spreads Nationwide

[CNBC] Asia’s top risk in 2022 will be U.S.-China tensions over Taiwan, says political risk analyst

[Reuters] Taiwan air force stages drill to intercept Chinese planes amid tensions

[Bloomberg] One Reason for Rising Food Prices? Chinese Hoarding.

[Bloomberg] Huarong Rescue Team Hit by $4 Billion Paper Loss as Stock Sinks

[Bloomberg] Evergrande Unit Proposes Delaying Possible Yuan Bond Repayment

[NYT] Supply Chain Woes Prompt a New Push to Revive U.S. Factories

[WSJ] Companies Expect Funding to Stay Cheap, Despite Looming Rate Increases

[FT] Chinese banks cut back traditional lending as concern over economy mounts

[FT] China’s Covid policy will be a wild card for markets in 2022

[FT] Huarong debt saga shows Beijing’s continued influence on markets

[FT] China’s business crackdown threatens growth and innovation

Tuesday Evening Links

[Yahoo/Bloomberg] Asian Stocks Look Steady After U.S. Tech Selloff: Markets Wrap

[Yahoo/Bloomberg] Tech Rout Pulls Stocks From Record; Bonds Fall: Markets Wrap

[Yahoo/Bloomberg] Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95

[Yahoo/Bloomberg] Oil Advances as OPEC+ Sees Tighter Market in First Quarter

[NBC] U.S. reaches 1 million daily Covid cases in spread of omicron variant

[CNN] A record-high number of kids are getting hospitalized with Covid-19 as overall Covid-19 hospitalizations soar past the Delta peak

[Bloomberg] U.S. Schools Close in Droves as Omicron Drives Staff Shortages

[WSJ] Lockdown of Chinese City Leaves 13 Million Stranded

[WSJ] Evergrande Gets a New Reason to Worry

[NYT] More workers quit than ever as U.S. job openings remain near a record.

Tuesday Afternoon Links

[Yahoo/Bloomberg] Tech Rout Pulls Stocks From Record; Bonds Fall: Markets Wrap

[Yahoo/Bloomberg] U.S. Five-Year Yield Highest Since February 2020 in Bond Selloff

[CNBC] Dow rises for a second day to new record, broader market weighed down by tech losses

[Yahoo/Bloomberg] Hedge Funds Buy Up Cotton, Driving Futures Near Decade Highs

[CNN] A record 4.5 million Americans quit their jobs in November

[Reuters] U.S. manufacturing cools but globally factories take Omicron risks in their stride for now

[NBC] Omicron Variant Symptoms: Latest COVID ‘Making People Really Sick in a Different Way'

[Yahoo/Bloomberg] Kashkari Sees 2022 Fed Rate Hikes to Counter Inflation Risk

[Yahoo/Bloomberg] Bond Rout Ignites More Than $1 Billion Exodus From Treasury ETF

[AP] In locked down Chinese city, some complain food hard to get