Sunday, February 4, 2024

Monday's News Links

[Yahoo/Bloomberg] Treasuries Extend Slide on Powell; Stocks Mixed: Markets Wrap

[Yahoo/Bloomberg] Treasury Yields Jump as Traders Move to Price Out March Fed Cut

[Yahoo/Bloomberg] China Stocks Post More Wild Swings Despite Beijing Stability Vow

[Reuters] US markets hint at dour Monday open as traders temper rate cut bets

[Yahoo/Bloomberg] Oil Turns Lower as Fed Rate Outlook Dents Geopolitical Premium

[Reuters] US service sector growth picks up in January - ISM survey

[Yahoo/Bloomberg] Read the Full Transcript of Powell’s Interview With CBS’s ‘60 Minutes’

[Yahoo/Bloomberg] Storm Lashes California as Rains Bring Dangerous Flood Risk

[Reuters] Atmospheric river pounds California, seen as only the beginning

[The Hill] Powell: ‘The US is on an unsustainable fiscal path’

[Reuters] Fed's Kashkari: Strong economy means Fed has time to study data before rate cuts

[Reuters] Why China's national team won't save spiralling markets

[Yahoo/Bloomberg] China’s Small-Cap Crash Shows What Happens Without Market Rescue

[Yahoo/Bloomberg] China Tightens Some Trading Restrictions for Domestic and Offshore Investors

[Reuters] Exclusive: Chinese brokers restrict cross-border swaps as stocks plunge - sources

[Yahoo/Bloomberg] China Set to Skirt Lunar New Year Cash Crunch on PBOC Injection

[Reuters] China's Jan services activity expands at slower pace - Caixin PMI

[Reuters] China's tumbling prices push some exporters to the brink

[Reuters] Japan's January service activity surges on strong demand, weak yen

[Reuters] Emerging market debt sales hit January record despite elusive flows

[Yahoo/Bloomberg] Turkish Inflation Surge to Test New Central Banker’s Resolve

[NYT] What Business Leaders Are Saying About the Red Sea Attacks

[NYT] Why Are Americans Wary While the Economy Is Healthy? Look at Nevada.

[WSJ] Powell Says Fed Has New Focus: When to Cut Rates

[WSJ] Home Buyers Are Shopping Again and Finding More Options

[FT] Jay Powell says Fed expects to make three rate cuts this year

[FT] Big Tech boosts profits by $10bn with accounting change to server life estimate

Sunday Evening Links

[Yahoo/Bloomberg] Treasuries Extend Fall as Powell Adds to Jobs Blow: Markets Wrap

[Reuters] Powell says Fed can be 'prudent' in weighing rate cuts -- CBS '60 Minutes'

[Yahoo/Bloomberg] Bond Market Rate-Cut Bets Rattled by Powell Pushback, Job Surge

[Reuters] US intends further strikes on Iran-backed groups, national security adviser says

[Reuters] California's second storm in a week brings heavy rain, high winds and power outages

[Yahoo/Bloomberg] China Vows to Stabilize Markets After Rout, Offers No Detail

[Yahoo/Bloomberg] ECB’s Vujcic Says Patience Needed Before Starting Rate Cuts

[WSJ] ‘Shrinkflation’ Is in the Air, Online and Everywhere Else

[FT] China’s cull of EV overcapacity will bring little relief to Europe