Thursday, February 8, 2024

Friday's News Links

[Yahoo/Bloomberg] Stocks Rise, Bond Yields Fall After CPI Revisions: Markets Wrap

[Yahoo/Bloomberg] Treasury Yields Reach 2024 Highs With Inflation Back in Focus

[Yahoo/Bloomberg] Oil Poised for Weekly Gain on Heightened Middle East Tensions

[Yahoo/Bloomberg] China Traders Eye Triggers That Threaten to Push Yuan Past 7.20

[Reuters] US confronts dangers from 'not very good' Iran-backed militants

[Reuters] US December consumer prices revised lower

[Reuters] Australia warns on inflation, market pushes out rate cuts

[Reuters] Exclusive: BoE's Haskel wants more evidence that inflation risks are waning

[Reuters] Ueda Says BOJ to Keep Policy Easy in Post-Negative Rate Era

[Yahoo/Bloomberg] China’s Loan Growth Drops To New Low On Weak Credit Demand

[Yahoo/Bloomberg] BofA Says State Funds Drive Biggest-Ever China Stock Inflows

[Yahoo/Bloomberg] Hedge-Fund Short Sellers Revel in Hidden Cash Perk Like 2007

[Bloomberg] China’s Property Crisis Is Starting to Ripple Across the World

[FT] The Fed put is back — and in a stronger, more flexible form

Thursday Evening Links

[Yahoo/Bloomberg] Asia Equities Mixed as US Shares Climb, Bonds Fall: Markets Wrap

[Reuters] As S&P 500 breaches 5,000, its valuation hits lofty levels as well

[Yahoo/Bloomberg] Oil Rises as Doubts Over Cease-Fire Spur Algorithmic Buying

[Yahoo/Bloomberg] Global Share Buybacks Return With a Bang as Stocks Hit Records

[Reuters] Iraq says US strikes pushing government to end US-led coalition's mission

[FT] China to export deflation to the world as economy stumbles

[FT] Xi and Putin reject US ‘interference’ and pledge closer industrial co-operation

[FT] Hedge funds ditch bearish dollar bets as US ‘exceptionalism’ fuels rally

Thursday Afternoon Links

[Reuters] S&P 500 hovers near 5,000-mark with earnings, jobs data in focus

[Yahoo Finance] Oil prices jump 2% amid rising Middle East tensions, easing oversupply worries

[Reuters] NYCB gets third credit downgrade as CRE exposure worries spill to Europe

[Yahoo Finance] Tom Barkin becomes latest Fed official to urge patience on rate cuts

[Bloomberg] US Mortgage Rates Tick Up as Fed Signals Its Fight’s Not Over

[Reuters] US driving hits new record in 2023, topping pre-COVID levels

[Reuters] Ukraine announces changes at top of military

[Bloomberg] CEOs Turn Positive on US Economy for First Time in Two Years