Wednesday's News Links

[Yahoo/Bloomberg] Stocks, Bonds Reclaim Solid Ground After CPI Miss: Markets Wrap

[Yahoo/Bloomberg] Global Bonds Erase All Gains Since Powell’s Pivot in December

[Yahoo/Bloomberg] China Stocks in Hong Kong Slide as Market Reopens From Holiday

[Yahoo/Bloomberg] Oil Steadies With US Inventory Trends and OPEC+ Cuts in Focus

[Reuters] Japan warns against rapid, speculative yen falls 

[CNBC] Mortgage rates surge higher again, causing homebuyers to pull back

[Reuters] Morning Bid: 'No Landing' scenarios swirl as markets recoil

[Yahoo/Bloomberg] Money-Drenched Credit Markets Withstand Even Hotter US Inflation

[Yahoo/Bloomberg] US 30-Year Mortgage Rate Climbs to a Two-Month High of 6.87%

[Yahoo/Bloomberg] Yen’s Fall Complicates BOJ’s Decision on Timing of Rate Hike

[Yahoo/Bloomberg] Ueda Mulls Rate Hike in Rare Case of BOJ Facing Scant Opposition

[Yahoo/Bloomberg] Developer China South City’s Woes Test State Support Once Again

[BBC] Israel launches 'extensive' strikes on Lebanon

[CNN] Ukraine says it has sunk another warship, disabling a third of Russia’s Black Sea Fleet

[Reuters] Iran's main gas pipeline hit by sabotage, oil minister says

[Bloomberg] Israel Is Hit by Missile Barrage as Lebanon Attacks Escalate

[WSJ] The Brutal Reality of Plunging Office Values Is Here

[FT] AI hype has echoes of the telecoms boom and bust

[FT] The Six Months That Short-Circuited the Electric-Vehicle Revolution

[FT] Wiping out bad data will not solve China’s economic woes

Tuesday Evening Links

[Yahoo/Bloomberg] Wall Street Caught Off Guard by ‘Sticky’ CPI Signs: Markets Wrap

[Reuters] Wall St ends sharply lower as hot inflation sparks sell-off

[Yahoo/Bloomberg] Yen Weakens Through 150 Per Dollar, Raising Intervention Risk

[Yahoo/Bloomberg] Stock Momentum Slams Into a Wall in S&P 500’s Worst CPI Day In Years

[Yahoo/Bloomberg] Real Yield Rises to 2% for First Time Since December Fed Pivot

[AP] US inflation slows but remains elevated in sign that price pressures are easing only gradually

[CNBC] Here’s the inflation breakdown for January 2024 — in one chart

[Yahoo/Bloomberg] SEC’s Gensler Warns Public Companies Against Overblown AI Claims

[FT] Auto-insurance costs rear their ugly head yet again

Tuesday Afternoon Links

[Reuters] Wall St slides as hot inflation data dampens early rate-cut hopes

[Yahoo/Bloomberg] Oil Pares Gains on Technical Resistance, Rate-Cut Pessimism

[Yahoo/Bloomberg] Yen Weakens Through 150 Per Dollar, Raising Intervention Risk

[Yahoo/Bloomberg] US Inflation Tops Forecasts in Blow to Fed Rate-Cut Hopes

[Reuters] Rents boost US consumer prices in January

[Reuters] Russia preparing for military confrontation with West, says Estonia

[WSJ] Inflation at 3.1% Reflects Stubborn Pricing Pressure, Clouding Outlook for Fed Rate Cuts