Sunday, January 28, 2024

Monday's News Links

[Yahoo/Bloomberg] Stocks Make Cautious Start to an Event-Packed Week: Markets Wrap

[Reuters] Gold gains on Middle East risks; Fed meeting in focus

[Yahoo/Bloomberg] Oil Erases Gain as Traders Digest Latest Mideast Escalation

[Yahoo/Bloomberg] Euro Falls, Bonds Gain as Traders Pin Hopes on Early ECB Cut

[Yahoo/Bloomberg] Red Sea Shipping Crisis Sends Tremors Through Asia Fuel Markets

[Reuters] Biden faces pressure to strike Iran after US troops killed

[AP] Inflation has slowed. Now the Federal Reserve faces expectations for rate cuts

[Yahoo Finance] The Fed will likely hold rates steady this week. Markets want to know when rate cuts will start.

[Yahoo/Bloomberg] US Treasury Seen Boosting Long-Term Debt Sales One Last Time

[Reuters] China Evergrande ordered to liquidate in landmark moment for crisis-hit sector

[Yahoo/Bloomberg] Evergrande Liquidation Is a Big Test for International Creditors

[Reuters] Explainer: What happens next after China Evergrande ordered to liquidate?

[Reuters] China to merge three major asset managers into China Investment Corp -Xinhua

[Reuters] China's growth model pushes Beijing into more trade conflicts

[Yahoo/Bloomberg] Japan’s Benchmark 10-Year Bond Yield May Surge to 2% This Year, Eurizon’s Jen Says

[Reuters] Russia warship conducts anti-submarine drill in South China Sea - agencies

[Bloomberg] How Iran’s ‘Axis of Resistance’ Is Widening Mideast Conflict

[Bloomberg] China Removes Article on ‘Merger’ of Bad-Debt Managers With CIC

[NYT] Evergrande Will Be Dismantled, a ‘Big Bang’ End to Years of Stumbles

[WSJ] A Little Dual Easing Soon Could Help the Fed Avoid Major Easing Later

[WSJ] ‘What the Hell?’ Europe Chafes at America’s Protectionist Tilt

[FT] Strong US growth boosts expectation that Fed will delay cutting rates

[FT] El-Erian: The conflicting forces at work in the global economy

Sunday Evening Links

[Yahoo/Bloomberg] Oil Rises on Mideast Attacks, Asia Stocks Advance: Markets Wrap

[Reuters] Oil jumps 1% after Houthis attack on fuel tanker in Red Sea

[Reuters] Three US troops killed, up to 34 injured in Jordan drone strike linked to Iran

[Yahoo/Bloomberg] Biden Faces Pressure to Confront Iran After US Troops Killed

[AP] Biden says US ‘shall respond’ after drone strike by Iran-backed group kills 3 US troops in Jordan

[Reuters] Reaction to drone strike on US troops in Jordan

[Yahoo/Bloomberg] Busy Week for Bonds Won’t Make Things Any Clearer for Traders

Sunday's News Links

[Yahoo/Bloomberg] Houthi Hit on Russian Fuel Has Oil Traders Recalculating Risks

[AP] Attacks on ships in the Red Sea are disrupting global trade. Here’s how it could affect what you buy

[Yahoo/Bloomberg] Fed Rate Decision Could Be the Prelude to a March Cut

[Yahoo/Bloomberg] Fed’s Inflation Battle Hinges on Convincing Americans Price Hikes Are Done

[Yahoo/Bloomberg] Goldman, JPMorgan See Euro Challenging Yen as Carry-Trade Funder

[Reuters] Slower wage growth needed for euro zone rate cuts, ECB's Knot says

[CNBC] Beijing intensifies military pressure on Taiwan as U.S.-China talks resume

[Yahoo/Bloomberg] China Tightens Securities Lending Rule to Support Stock Market

[Newsweek] China Is Covering Up an Economic Crisis

[MSN/WP] Russia Projects Confidence as it Pursues Alliances to Undermine West

[WSJ] Houthi Attacks Disrupt Shipping, Draw U.S. Into Direct Conflict

[WSJ] Brutal Winter Across America Is Keeping the Housing Market on Ice

[WSJ] Plummeting Inflation Raises New Risk for Fed: Rising Real Interest Rates

[FT] How Boeing’s troubles are upsetting the balance of power in aviation

[FT] Why political leaders are so unpopular now