Friday's News Links

[Yahoo/Bloomberg] US Stocks Gain as Chipmakers Extend Rally: Markets Wrap

[Yahoo/Bloomberg] Oil Gains From Highest Close This Year on Middle East Turmoil

[Yahoo/Bloomberg] China’s $6.3 Trillion Stock Selloff Is Getting Uglier by the Day

[Yahoo/Bloomberg] China Swap Market Goes Into Overdrive as Traders Seek FX Bypass

[Reuters] US consumer sentiment rises solidly in January

[CNBC] December home sales slump to close out worst year since 1995

[Yahoo/Bloomberg] UK Inflation Shock Sets Gilts Up for Worst Ever Start to a Year

[Reuters] Red Sea shipping attacks pressure China's exporters as delays, costs mount

[Yahoo/Bloomberg] El-Erian Says Markets Have Overpriced Speed, Depth of Fed Cuts

[Yahoo/Bloomberg] Wall Street’s Counterattack on Gary Gensler Strikes at SEC’s Foundations

[Reuters] Global equity funds see big outflows as rate outlook shifts

[Yahoo/Bloomberg] Japan’s Inflation Cools for Second Month Ahead of BOJ Meet

[Reuters] Exclusive: China orders indebted local governments to halt some infrastructure projects-sources

[Yahoo/Bloomberg] Chinese Bad Banks Downgraded by Moody’s as Huarong Cut to Junk

[Yahoo/Bloomberg] China's Mutual Funds Implode at Fastest Pace in Five Years as Stocks Sink

[WSJ] A Hot Debt Market Is Slashing Borrowing Costs for Riskier Companies

[FT] ECB concerned market bets on rate cuts risk derailing disinflation

[FT] German union pay demand of 21% raises inflation fears

[FT] China vows to rein in capacity in electric vehicle industry

Thursday Evening Links

[Yahoo/Bloomberg] Asian Stocks To Climb as TSMC Fuels Tech Rally: Markets Wrap

[Yahoo/Bloomberg] Nasdaq 100 Hits Record High in Tech-Fueled Rebound: Markets Wrap

[Reuters] S&P 500 ends near record high as AI optimism lifts chipmakers

[Yahoo/Bloomberg] Seismic Bond Shift Has Traders Watching Treasury Yields’ Every Move

[Reuters] US strikes Houthi anti-ship missiles, shipping disruptions grow

[Yahoo/Bloomberg] US Presses Ahead With ‘Least Bad’ Option in Confronting Houthis

[Yahoo/Bloomberg] Red Sea Unrest Is Bad News for the World’s Fragile Food Supply

[Reuters] US Congress passes bill to avert government shutdown, sends it to Biden

[Yahoo/Bloomberg] Use of Fed Funding Tool Jumps Most Since April to Fresh Record

[Yahoo/Bloomberg] Bank of America Joins Debt Binge as Weekly Sales Hit $50 Billion

[Reuters] US Minuteman III missile replacement breaks $96 billion budget, triggers Pentagon review

[FT] Passive eclipses active in US fund market as assets swell to $13.3tn

Thursday Afternoon Links

[Yahoo/Bloomberg] Stock Rebound Fades as 10-Year Yield Pushes Higher: Markets Wrap

[Yahoo/Bloomberg] Oil Rises as Middle East Tensions Ratchet Higher, Equities Gain

[Yahoo/Bloomberg] Houthis Say They’re Improving Military Might in Defiance of US

[Reuters] What is behind Iran-Pakistan attacks and could conflict escalate?

[Reuters] Ukraine says it hit targets in St Petersburg with domestic-made drone

[Reuters] US mortgage rates fall to 8-month low, says Freddie Mac

[Reuters] NY Fed finds lower-incomes facing more financial stress

[Yahoo/Bloomberg] Cold Snap Knocks Out 15% of US Gulf Coast Oil-Refining Capacity

[Yahoo/Bloomberg] Private Lenders Are Opting to Go Public After Valuations Jump

[Reuters] Spot bitcoin ETFs draw nearly $2 billion in first three days of trading

[Yahoo/Bloomberg] China’s Deflation Is Led by Goods, Adding Trade-Tension Risk

[Reuters] NATO to hold biggest drills since Cold War with 90,000 troops