Thursday, December 14, 2023

Friday's News Links

[Yahoo/Bloomberg] S&P Poised for Seventh Weekly Gain on Pivot Fervor: Markets Wrap

[Reuters] Dollar feels the heat as Fed's dovish pivot weighs

[Yahoo/Bloomberg] Oil Set for First Weekly Gain Since October on Fed Relief Rally

[Reuters] Morning Bid: Fed's 'buy everything' party roars on

[Reuters] Attacks from Houthi-conrolled Yemen hit two ships-U.S. official

[CNBC] Fed’s John Williams says the central bank isn’t ‘really talking about rate cuts right now’

[Dow Jones] U.S. Business Activity Expands at Fastest Pace in Five Months, PMI Data Suggest

[Reuters] Investors go 'all-in on infallible Fed', dumping cash and buying stocks -BofA

[Yahoo/Bloomberg] The Fed’s shrinking balance sheet is worrying a key corner of US financial markets

[Reuters] Hedge funds fall victim to success in dash for cash

[Yahoo/Bloomberg] Almost Entire $8 Trillion ETF Market Hinges on a Few Key Firms

[Yahoo/Bloomberg] PBOC Offers Record $112 Billion of Cash as Economy Struggles

[Yahoo/Bloomberg] China’s Gloomy Economic Data Paints ‘Dire’ Growth Picture

[Reuters] China's weak property sector, retail sales keep stimulus calls alive

[Reuters] Euro zone likely in recession, PMI surveys show

[Yahoo/Bloomberg] ECB Will Be Patient Before Cutting Interest Rates, Villeroy Says

[Yahoo/Bloomberg] Central Banks Shouldn’t Rush to Join Fed Policy Pivot, IMF Says

[Bloomberg] Fed’s Williams Says Talk of March Rate Cut Is ‘Premature’

[Bloomberg] China New Home Prices Fall at Slower Pace as Support Mounts

[Bloomberg] Once-Hot China REITs Get Slammed as Property Slump Dents Demand

[WSJ] China’s Economy Shows Signs of Losing Further Momentum

[FT] Eurozone bond yields sink to nine-month low as economy struggles

Thursday Evening Links

[Reuters] Stock Bull Run Is Flashing Signs of Exhaustion: Markets Wrap

[Axios] What the Fed's rate policy pivot means for the economy

[AP] An emboldened, confident Putin says there will be no peace in Ukraine until Russia’s goals are met

[FT] Fed pivot piles pressure on Europe’s central banks to shift stance

[FT] BoE and ECB spoil market rally triggered by Fed rate cut forecast

Thursday Afternoon Links

[Reuters] Wall St rises on Fed's rate-cut signal; Apple scales record high

[Yahoo/Bloomberg] Dollar Extends Drop as Fed Seen Leading Global Monetary Pivot

[Reuters] Bank stocks rally to pre-crisis levels after Fed meeting

[Yahoo/Bloomberg] Oil Rebounds From July Lows as Fed Signals Stoke Risk-On Mood

[Yahoo/Bloomberg] ECB and BOE Are Reluctant to Join Fed in Pivoting Toward Rate Cuts

[Yahoo/Bloomberg] ECB Is Largely United on Seeing Rate Cuts Later Than Market Bets

[Reuters] Fed stands alone as ECB, BoE stick with tight policy

[Reuters] US economy still resilient as retail sales beat expectations, layoffs stay low

[Yahoo/Bloomberg] Mortgage Rates in US Slide Below 7% for First Time Since August

[Reuters] New attack on Red Sea cargo ship as U.S. proposes naval coalition

[WSJ] A World in Disarray? A Longtime Diplomat Says It’s Worse Than That