Wednesday, January 5, 2022

Thursday's News Links

[Yahoo/Bloomberg] Nasdaq Resumes Losses; Fed Batters Bonds: Markets Wrap

[CNBC] 10-year Treasury yield tops 1.75% as rate spike to start 2022 continues

[Yahoo/Bloomberg] Global Bond Rout Intensifies as Fed Prompts Bets on Faster Hikes

[Reuters] Fed signals trigger world stocks, bonds sell-off

[CNBC] Japan’s Nikkei 225 drops nearly 3% as Asia-Pacific markets largely fall; oil declines more than 1%

[Reuters] Asian FX fall on hawkish Fed; Indonesian rupiah and Thai baht lead losses

[Reuters] Oil extends rally on Kazakhstan unrest, Libyan outages

[Reuters] China's yuan eases on hawkish Fed, warning of depreciation pressure

[Reuters] Bitcoin, ether near multi-month lows following hawkish Fed minutes

[CNBC] U.S. weekly jobless claims total 207,000, higher than expected

[Yahoo/Bloomberg] Fed Leaves Gradualism Behind With Urgency on Rates, Assets

[Yahoo/Bloomberg] Debate Emerges Over How to Shrink Fed’s $8 Trillion Bond Pile

[MSN/WP] Mounting omicron infections force businesses to scramble, threatening economic recovery

[Reuters] Australia suffers record COVID cases, straining businesses and supply chains

[Reuters] India's new COVID-19 cases jump 57% in a day to 90,928

[Reuters] China's Henan adds COVID curbs as cases rise, Xian official apologises

[CNBC] Covid in Hong Kong: Here’s a list of everything that will be shut down 

[Yahoo/Bloomberg] Shimao Default Notice Hammers Bonds, Stokes China Property Fear

[Yahoo/Bloomberg] Shimao Defaults on Trust Loan, R&F Bonds Sink: Evergrande Update

[Yahoo/Bloomberg] China Says Stable Economy Is ‘Crucial’ Political Issue in 2022

[Yahoo/Bloomberg] U.K. Inflation Builds With Companies Planning 5% Price Increases

[Yahoo/Bloomberg] Global Gas Shortage Worsens as Emerging Asia Joins the Hunt

[Yahoo/Bloomberg] Russia Sends Troops as Crackdown Turns Deadly: Kazakh Update

[NYT] A Fed Official’s 2020 Trade Drew Outcry. It Went Further Than First Disclosed.

[WSJ] Anger at Xi’an Lockdown Spreads in China

[Bloomberg] Authers: The Fed Minutes That Shook the World

[FT] US start-ups raise record $330bn as venture investors vie for stakes

[FT] China economy: the fallout from the Evergrande crisis

[FT] Crypto sell-off fuelled by Fed worries wipes out almost $900m of bets

Wednesday Evening Links

[Yahoo/Bloomberg] Asia Stocks to Fall as Tech Rout Deepens on Fed: Markets Wrap

[Yahoo/Bloomberg] AMC, GameStop Lead Meme Stocks to Lowest Close Since January

[Yahoo/Bloomberg] Treasury Selloff Deepens as Fed Opens Door to Faster Rate Hikes

[Yahoo/Bloomberg] Fed Minutes Flag Chance of Earlier Hikes, Balance-Sheet Rundown

[Yahoo/Bloomberg] Bitcoin Declines to Lowest Level Since December’s Flash Crash

[NBC] When Will Omicron Peak in NYC? COVID Cases, Hospitalizations Still Trending Straight Up

[Bloomberg] Stock, Bond Market’s Worst Start in Decade Revives 60/40 Doubt

[WSJ] Fed Minutes Point to Possible Rate Increase in March

[FT] Fed warns faster rate rises may be needed to tame soaring inflation

[FT] Isolated Hong Kong faces higher food prices as pandemic restrictions bite

Wednesday Afternoon Links

[Yahoo/Bloomberg] Tech Stocks Extend Selloff as Yields Stay Elevated: Markets Wrap

[Yahoo/Bloomberg] Treasuries’ Ugly Start to Year Exposes Enduring Inflation Angst

[Yahoo/Bloomberg] Oil Rises Amid Doubts About OPEC+ Plan to Boost Production

[Reuters] Fed may need to hike rates faster, reduce balance sheet quickly, minutes show

[CNBC] Federal Reserve releases minutes from its December meeting

[AP] US hospitals seeing different kind of COVID surge this time

[Reuters] COVID testing policy put under the microscope as Omicron sweeps world

[Yahoo Finance] Widespread Canadian labour shortages force businesses to curtail operations, reduce hours

[Bloomberg] Fed Minutes Flag Chance of Earlier Hikes, Balance-Sheet Rundown

[WSJ] Fed Minutes Reflect Growing Unease Over High Inflation