Monday, January 29, 2024

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Muted Before Earnings Test for Wall Street: Markets Wrap

[Yahoo/Bloomberg] Oil is Steady as Market Awaits US Reaction to Deadly Attack

[Yahoo/Bloomberg] China’s 10-Year Yield Falls to Two-Decade Low on Rate Cut Hopes

[Reuters] US vows 'all necessary actions' after drone strike, Qatar fears impact on Gaza hostage talks

[Reuters] Fed in a trust-but-verify moment as inflation falls

[CNBC] Home prices began to cool in November after nine straight months of gains, S&P Case-Shiller says

[Yahoo/Bloomberg] Nassim Taleb Says US Faces a ‘Death Spiral’ of Swelling Debt

[Yahoo/Bloomberg] JPMorgan Quants Warn of Dot-Com Style Concentration in US Stocks

[Yahoo/Bloomberg] More UK Companies Are Going Bust Than Any Time in 30 Years

[Reuters] Evergrande liquidation highlights investor despair at China debts

[Yahoo/Bloomberg] Evergrande Liquidation to Leave Little for Creditors to Claim

[Yahoo/Bloomberg] Here’s What China Is Doing to Boost Economy, Rescue Markets

[Reuters] Belgian farmers to block Zeebrugge port as French protests spill over

[Yahoo/Bloomberg] Euro Zone Unexpectedly Escapes Recession But Struggles Persist

[Reuters] German woes darken central Europe's recovery prospects

[Reuters] Japan’s PM Pushes for Higher Wages as Election Talk Swirls

[Reuters] Japan dark-horse premier candidate calls for ending BOJ's negative rate policy

[Yahoo/Bloomberg] Japan Job Market Remains Tight, Keeping Hopes for Wage Hikes

[Reuters] Investors yank over $100 billion from hedge funds in 2023 - Nasdaq eVestment

[AP] Ukraine’s strikes on targets inside Russia hurt Putin’s efforts to show the war isn’t hitting home

[Reuters] Exclusive: US disabled Chinese hacking network targeting critical infrastructure, sources say

[NYT] Why Cut Rates in an Economy This Strong? A Big Question Confronts the Fed.

[NYT] China’s Real Estate Crisis ‘Has Not Touched Bottom’

[WSJ] Fewer Workers Are Quitting. Here’s What That Means for the Economy.

[WSJ] What Investors Need to Know About the U.S. Government’s Borrowing Plans

[WSJ] The Real-Estate Downturn Comes for America’s Premier Office Towers

[WSJ] Iran’s ‘Axis of Resistance’ Faces Moment of Truth After Attacks on Israel, U.S. Base

[WSJ] Evergrande Is Finished. China’s Property Woes Aren’t.

[WSJ] The Real Evergrande Reckoning Is for China’s Foreign Creditors

[WSJ] Hong Kong Expands Its National Security Crackdown

[FT] Global trade: the looming tensions over China’s subsidies

[FT] Evergrande liquidation to test Hong Kong’s legal reach in mainland China

Monday Evening Links

[Reuters] S&P 500 hits fresh closing high ahead of Fed meeting, big tech earnings

[Reuters] US Treasury to borrow $760 billion in Q1, lower than October forecast

[Yahoo/Bloomberg] Fed’s Balance Sheet Unwinding Seen Taking Longer Than Expected, Wrightson Says

[Yahoo/Bloomberg] Chinese Fervor for Overseas Stocks Is Breaking ETF Trading

[Reuters] Who is Kataib Hezbollah, the group blamed for killing US troops?

[WSJ] Three Ways the U.S. Could Punish Iran After Fatal Drone Attack

[FT] The ‘tinderbox’ Middle Eastern borderlands where US troops faced attack

[FT] The many cautionary tales in China Evergrande’s demise

Monday Afternoon Links

[Reuters] Wall St tepid ahead of Fed decision, tech earnings this week

[Reuters] Pentagon chief vows 'all necessary actions' after US troop deaths in Jordan

[Yahoo/Bloomberg] US Weighs Response to Deadly Drone Attack as Iran Denies Role

[Yahoo/Bloomberg] US Corporate Bond Sales Hit $176 Billion in Record January

[Reuters] California and Big Oil are splitting after century-long affair

[Yahoo/Bloomberg] French Farmers Block Highways Around Paris as Protests Swell

[Reuters] Why are farmers protesting in France and other parts of Europe?