Sunday, January 29, 2023

Monday's News Links

[Yahoo/Bloomberg] US Stocks Drop as Rate Decisions Eyed; Bonds Fall: Markets Wrap

[Yahoo/Bloomberg] Adani firms lose $65 billion in value as U.S. short-seller battle escalates

[Yahoo/Bloomberg] Oil Edges Lower as Commodities Ease, Investors Eye Rate Hike

[Yahoo/Bloomberg] China Stock Rally Cools as Benchmark Flirts With Bull Market

[Yahoo/Bloomberg] Fed’s Wall Street Clash Sets Stage for Powell’s Hawkish Message

[Reuters] Fed's words in focus as markets bet rate hikes will soon end

[Yahoo/Bloomberg] China Economy Shows Muted Improvement During Holiday Period

[AP] China accuses Washington of abusing export controls

[Reuters] BOJ Kuroda stresses need to maintain ultra-easy policy

[Yahoo/Bloomberg] Hindenburg Says Adani’s Nationalist Rebuttal Ignores Allegations

[Yahoo/Bloomberg] Hedge Funds Boost Treasury Shorts to Record on Doubts Over Rally

[Yahoo/Bloomberg] Ukraine Latest: Russian Missile Hit on Kharkiv Building Reported

[Reuters] Russia claims gains in relentless battles in east Ukraine

[Reuters] Ukraine calls for faster weapons supplies as Russia presses eastern offensive

[Reuters] German economy unexpectedly shrinks in Q4, reviving spectre of recession

[Reuters] Euro zone economic sentiment rises in January to seven-month high

[BBC] Ukraine: Boris Johnson says Putin threatened him with missile strike

[Bloomberg] China Property Share Slump as Home Sales Fall During Holiday

[WSJ] Banks Brace for More Consumers to Fall Behind on Their Loans

[FT] Federal Reserve set to signal plans to keep raising rates even as inflation eases

Sunday Evening Links

[CNBC] Stock futures fall slightly ahead of busy week of earnings, Fed meeting

[Reuters] McCarthy to discuss debt limit, spending with Biden

[Reuters] Adani hits back at Hindenburg, says it made all disclosures

[Yahoo/Bloomberg] Adani Risk Clouds Wall Street’s Star Emerging-Market Bet

[Reuters] Odds 'very high' of U.S. military conflict with China, top Republican says

[FT] Commodity trade costs surge as industry seeks up to $500bn in extra finance

Sunday's News Links

[Yahoo/Bloomberg] Powell’s Narrow Path Would Avoid Routes Taken by Burns, Volcker

[Yahoo/Bloomberg] FOMO-Fueled Tech Rally Steamrolls Over Pile of Earnings Warnings

[Yahoo/Bloomberg] The Bond-Market Comeback of 2023 Is Heading to First Big Test

[Reuters] China central bank to roll over lending tools to spur growth

[Reuters] Ukraine in talks with allies about getting long-range missiles, aide says

[Yahoo/Bloomberg] Adani Risk Casts Doubt on Wall Street’s Star Emerging-Market Bet

[Reuters] New Zealand roiled by flash floods, landslides for third day

[Reuters] Iranian military factory hit by drone attack

[WSJ] Fed Debates Whether Wages or Low Unemployment Will Drive Inflation

[WSJ] Pension Investments in Private Credit Hit Eight-Year High

[WSJ] Short Sellers Feel the Pain in Stock Market’s 2023 Rally

[FT] China targets consumption in bid to drive growth

[FT] ‘Flying with one engine’: why global food supplies are at risk despite falling crop prices