Monday's News Links

[Yahoo/Bloomberg] Stocks Waver Amid Rates Pushback: Markets Wrap

[Yahoo/Bloomberg] Oil Rises as BP’s Red Sea Pause Underscores Risk of Disruption

[Reuters] Vessel attacked in Red Sea off Yemen coast, US blames Houthis

[Reuters] Red Sea attacks force rerouting of vessels, disrupting supply chains

[AP] BP is the latest company to pause Red Sea shipments over fears of Houthi attacks

[CNBC] Fed’s Goolsbee says he was ‘confused’ by last week’s market reaction

[Yahoo/Bloomberg] Fed’s Goolsbee Says Too Early to Declare Victory Over Inflation

[CNBC] Fed sparking irrational market optimism over potential rate cuts, former FDIC Chair Sheila Bair warns

[Reuters] US corporate bond issuance seen increasing after yields slide

[Yahoo/Bloomberg] ECB’s Kazimir: Premature Rate Cut Worse Than Holding Too Long

[Reuters] Morning Bid: Markets brazen Fed pushback, BOJ up next

[Yahoo/Bloomberg] BOJ Is Considering Lifting Negative Rate in January, All Nippon Asset Says

[Yahoo/Bloomberg] China Should Trim US Treasury Holdings, Ex-PBOC Adviser Says

[Yahoo/Bloomberg] Hedge Funds Turn Bearish on Dollar as Goldman Sees More Declines

[Reuters] German firms' China worries pushing up costs, Bundesbank finds

[Reuters] China, North Korea hold high-level meeting amid missile launches

[Bloomberg] Dudley: Jerome Powell’s Pivot Is a Pretty Big Gamble

[Bloomberg] Private Credit Attracts Billions From US Pension Plans

[NYT] Wall Street’s ‘Bond Vigilantes’ Are at Battle as U.S. Debt Soars

[WSJ] More Americans Than Ever Own Stocks

[WSJ] Home Buyers Are Ready to Buy. But Sellers Aren’t Selling.

[WSJ] China’s Millionaires Are Worried. That’s a Problem for Wall Street.

[WSJ] The Bill for Bigger Government Is Coming Due for World’s Taxpayers

[FT] Federal Reserve’s Loretta Mester says markets a ‘bit ahead’ of central bank on rate cuts

[FT] Bankruptcies soar as high rates and end of Covid aid hit businesses hard

[FT] The Fed should resist market bullying

[FT] Bank of England awaiting clarity on wage growth before interest rate cuts, says deputy governor

[FT] How China’s slowdown is deepening Hong Kong’s ‘existential crisis’

Sunday Evening Links

[Yahoo/Bloomberg] Asian Stocks Set for Soft Open After Fed Pushback: Markets Wrap

[Yahoo/Bloomberg] Oil Extends Weekly Gain With Focus on Red Sea Shipping Attacks

[Reuters] Morning Bid: Rally fades, Bank of Japan looms into view

[Yahoo Finance] Fed's preferred inflation gauge and Nike earnings: What to know this week

[Yahoo/Bloomberg] A $1.3 Trillion Debt-Fueled Boom in Deals Faces a Grim New Reality

[Yahoo/Bloomberg] BOJ Likely to Keep World’s Last Negative Rate in Upcoming Decision

[Yahoo/Bloomberg] China’s Real Estate Meltdown Is Battering Middle Class Wealth

[Reuters] UBS CEO tells paper he's not convinced inflation is under control

[WSJ] The Houthi Assault on Global Shipping

Sunday's News Links

[Reuters] Wall St Week Ahead Epic Treasury rally may be running out of fuel as Fed pivot priced in 

[Yahoo/Bloomberg] US frackers return to haunt OPEC’s pricing strategy

[Yahoo Finance] The business issues that got pushed aside during Washington’s year of dysfunction

[Yahoo/Bloomberg] BOJ Isn’t Ready for a Requiem to the Negative-Rate Era

[Reuters] Parts of China gripped by record-low temperatures as icy snap intensifies

[Reuters] Russia loads new intercontinental ballistic missile into silo south of Moscow

[Reuters] North Korea fires suspected ballistic missile, condemns U.S. for raising tensions

[Bloomberg] Bond Market, Not Banks, Dominates a World of Looser Lending

[FT] Investors ditch notion that interest rates will stay ‘higher for longer’

[FT] Bank of Japan expected to stick with negative interest rates