Friday's News Links

[Yahoo/Bloomberg] Stocks Extend Drop as Bank Earnings Roll In: Markets Wrap

[Reuters] Safe-haven gold gains on escalating Middle East tensions

[Yahoo/Bloomberg] Oil Tops $80 as Strikes Against Houthis Raise Middle East Risks

[AP] Houthi rebels vow fierce retaliation after American and British strikes against them

[Reuters] Oil tankers divert from Red Sea after US, UK strikes in Yemen

[CNBC] Wholesale prices unexpectedly fell 0.1% in December in positive inflation sign

[CNBC] Citigroup posts $1.8 billion fourth-quarter loss after litany of charges

[Reuters] Bank of America profit falls on $3.7 billion in charges

[Reuters] JPMorgan profit shrinks as it sets aside $3 bln for deposit insurance fund

[Yahoo/Bloomberg] Risk-On Markets Ignoring Inflation Red Flag, BofA Strategists Say

[Reuters] Taiwan expects China to apply pressure on incoming government after election

[Reuters] Thousands to rally for Taiwan election, China vows to 'smash independence plots'

[Reuters] China's 2023 bank lending at record high, but economy still struggling

[Reuters] China's exports rise, but deflation persists as economy enters 2024 on shaky footing

[Reuters] China's economy faces growing deflationary pressures as prices extend fall

[Reuters] China's 2023 crude oil imports hit record as fuel demand recovers

[Yahoo/Bloomberg] BOJ Is Considering Lowering Forecasts for Growth, Inflation, Sources Say

[Bloomberg] China Pledges to Boost Developer Lending to Tackle Home Sales Slump

[WSJ] Taiwan Hurtles Toward Uncertain Presidential Vote With Global Stakes

[WSJ] U.S.-Led Yemen Strikes Heighten Risk of Broader Middle East Conflict

[WSJ] Deflation Worries Deepen in China

[FT] The Fed decision markets need to pay more attention to

[FT] China’s military warns against Taiwan independence ‘plots’ ahead of election

Thursday Evening Links

[Yahoo/Bloomberg] Stocks, Bonds Gyrate After ‘Not Great’ CPI Report: Markets Wrap

[Yahoo/Bloomberg] Oil Rises as Iran’s Tanker Seizure Ratchets Up Middle East Risks 

[Reuters] US, Britain carry out strikes against Houthis in Yemen- officials

[Reuters] 'Remarkable' surge in auto insurance costs fans US inflation

[Yahoo/Bloomberg] China Seen Cutting Rate, Boosting Cash to Support Economy

[CNBC] Panama Canal drought forces Maersk to start using ‘land bridge’ for Oceania cargo

[Bloomberg] Use of Fed Funding Tool Hits Fresh Peak as Officials Signal End

[Bloomberg] Credit Card Delinquency Rates Climb to Decade High in Fed Study

[FT] US and Britain prepare to launch strikes against Houthi rebels

Thursday Afternoon Links

[Reuters] Wall Street drops as inflation data dulls rate-cut hopes 

[Yahoo/Bloomberg] Bond Market Sticks With Rate-Cut Bets as Hot CPI Whipsaws Yields

[Reuters] Rising shelter, healthcare costs lift US consumer inflation in December

[Reuters] US budget deficit for December up 52% to $129 billion

[Dow Jones] U..S. jobless claims drop to lowest level since October

[Reuters] Houthis fire missile into Gulf of Aden; no damage reported -US military

[Reuters] Fed's Mester says March "probably" too early for rate cut

[Yahoo/Bloomberg] US Mortgage Rates Climb for Second Straight Week, Hitting 6.66%

[Reuters] US startup funding drops 30% in 2023 despite AI frenzy

[Reuters] Rental giant Hertz dumps EVs, including Teslas, for gas cars