Wednesday's News Links

[Yahoo/Bloomberg] Stocks Decline as Traders Adjust Rate-Cut Wagers: Markets Wrap

[Yahoo/Bloomberg] Oil in Retreat as Risk-Off Mood Swamps Impact of Mideast Crisis

[Yahoo/Bloomberg] China Stock Rout Deepens as Data Stoke Recovery Concerns

[Yahoo/Bloomberg] Markets heed central bank pushback against aggressive rate cuts

[Reuters] Business heads fear lasting bottlenecks from Red Sea tensions

[CNBC] Retail sales rise 0.6% in December, topping expectations for holiday shopping

[Yahoo/Bloomberg] US Home-Purchase Applications Climb to an Almost Six-Month High

[Reuters] Liquidity risks worry IMF amid high debt, Gopinath tells Bloomberg News

[CNBC] ‘Unprovoked violation’: Iran strikes Syria, Iraq and Pakistan as Middle East tensions spike

[Yahoo/Bloomberg] China’s Economic Growth Disappoints, Fueling Stimulus Calls

[Reuters] China's Q4 GDP shows patchy economic recovery, raises case for stimulus

[Reuters] China's property market slide worsens despite government support

[Yahoo/Bloomberg] China Downplays Big Stimulus in 2024, Testing Investor Patience

[Yahoo/Bloomberg] Lagarde Says It’s Likely ECB Will Cut Rates in Summer

[Reuters] Russia is developing ties with North Korea in all areas, including 'sensitive' ones - Kremlin

[NYT] China’s Economy Grew Last Year, but Strains Lurk Behind the Numbers

[WSJ] Markets Expect Rate Cuts Soon. Central Banks Say Not So Fast.

[WSJ] The Bill Is Coming Due on a Record Amount of Commercial Real Estate Debt

[WSJ] Taiwan’s New Leader Says He’ll Stick to the Status Quo—but His Past Makes the U.S. Nervous

[FT] The risk of premature central bank celebrations on inflation

[FT] UK warns of growing risk to global supply chains

[FT] UK inflation unexpectedly increased to 4% in December

Tuesday Evening Links

[Yahoo/Bloomberg] Stocks, Bonds Fall as Traders Tweak Rate Cut Hopes: Markets Wrap 

[AP] Chaotic wave of attacks, reprisals in Middle East fuel worries of a broader regional war

[Reuters] Arctic blast ends New York snow drought, brings record cold to West

[CNBC] Corporate debt defaults soared 80% in 2023 and could be high again this year, S&P says

Tuesday Afternoon Links

[Yahoo/Bloomberg] Bonds Slide as Fed’s Waller Downplays Need to Rush: Markets Wrap

[Yahoo/Bloomberg] Oil Swings as Cold Weather Cuts North Dakota Crude Production

[Yahoo/Bloomberg] Key US Oil Field Crippled by Freeze With Half of Output Offline

[Yahoo/Bloomberg] Emerging-Market Assets Extend Worst Start to Year Since 2016 

[Reuters] U.S. attacks Houthi anti-ship missiles, vessel hit in Red Sea

[Reuters] Fed's Waller says US "within striking distance" of inflation goal

[Yahoo/Bloomberg] Fed Can Cut Rates This Year Absent Inflation Rebound, Waller Says

[Reuters] Putin says Ukraine's statehood at risk if pattern of war continues

[Reuters] North Korean minister lauds 'comradely' ties with Russia, meets Putin in Kremlin