Tuesday, January 17, 2023

Wednesday's News Links

[Yahoo/Bloomberg] US Stocks Drift Higher Amid Choppy Earnings: Markets Wrap

[Reuters] BOJ defies market bets for policy tweaks, sending yen tumbling

[Yahoo/Bloomberg] Oil Keeps Pushing Higher on Bets China Demand Set to Strengthen

[CNBC] Wholesale prices fell 0.5% in December, much more than expected

[AP] December retail sales fall 1.1% after slipping in November

[CNBC] Mortgage demand jumps nearly 28% in one week, as interest rates drop to lowest point in months

[Reuters] U.S. mortgage interest rates fall to lowest levels since September, MBA says

[Yahoo/Bloomberg] BOJ Jolts Financial Markets But Risk of a Bigger Shock Remains

[Reuters] Analysis: BOJ has markets bracing for more bond, FX turmoil as shift seen inevitable

[Reuters] Key moments in BOJ's monetary policy

[Reuters] Millions of Chinese workers on the move ahead of Friday travel peak

[Yahoo/Bloomberg] Rural China Braces for Covid Onslaught Over Lunar New Year

[Reuters] China's property sector shrinks 5.1% in 2022 - NBS

[Yahoo/Bloomberg] China’s Ailing Property Sector Big Overhang for 2023 Growth

[AP] At Davos, UN chief warns the world is in a ‘sorry state’

[CNBC] Putin could be ready to announce a second mobilization drive

[WSJ] In Davos, Leaders Fret Over Fragmenting Global Economy

[FT] Bank of Japan defies market pressure and holds firm on yield curve control

[FT] China pins growth hopes on struggling small businesses

[FT] Global oil demand set to reach record high as China reopens, IEA says

Tuesday Evening Links

[Yahoo/Bloomberg] Stocks Snap 4-Day Rally; Dow Drops Most in a Month: Markets Wrap

[Reuters] Microsoft to cut thousands of jobs across divisions - reports

[Reuters] Japan's yield control faces biggest test to date as BOJ debates policy

[Bloomberg] Barkin Says It’s Too Soon to End Fed Hikes as Inflation Lingers

[NYT] China’s Economy Stumbled Last Year With Covid Lockdowns Hobbling Growth

[WSJ] The Government Debt Threat Keeps Mounting

Tuesday Afternoon Links

[Reuters] Dow falls on Goldman results, Tesla limits S&P 500 losses 

[Yahoo/Bloomberg] Stocks Churn With Earnings in Focus; Dow Slides: Markets Wrap

[Yahoo/Bloomberg] Oil Rises as China’s Economy Grows More Than Anticipated

[CNBC] Arizona says developers don’t have enough groundwater to build in desert west of Phoenix

[Yahoo/Bloomberg] Ukraine Latest: Scholz Seeks to Avoid Direct Russia Conflict

[Reuters] Exclusive: ECB staff losing faith in leadership as inflation bites, survey shows

[Yahoo/Bloomberg] ECB Is Pondering Slower Hikes After Half Point in February

[Reuters] Russia posts record current account surplus of $227 bln in 2022

[Yahoo/Bloomberg] Bridgewater’s Prince Says More Jobs Must Vanish to Tame Inflation

[Bloomberg] Investors Seek to Pull $20 Billion From Core Real Estate Funds

[Bloomberg] McCarthy Calls For Immediate Negotiations on Budget, Debt Limit

[Bloomberg] El-Erian: Buoyant Markets Need to Keep an Eye on Four Risk Factors