Wednesday, February 14, 2024

Thursday's News Links

[Yahoo/Bloomberg] Stocks Up After S&P 500 Reclaims 5,000 Level: Markets Wrap

[Reuters] Japan's Nikkei pushes to fresh 34-year peak as chip shares climb

[Yahoo/Bloomberg] Taiwan Stock Index Climbs to Record High on Optimism Over AI

[Yahoo/Bloomberg] Crypto Market Value Climbs Back Above $2 Trillion in Broad Rally

[Yahoo/Bloomberg] Oil Holds Drop as IEA Casts Demand Warning, US Stocks Surge

[Reuters] Hezbollah says Israel will 'pay price' after deadly day

[Reuters] Israel vows action against Hamas in Rafah amid global calls for restraint

[CNBC] Retail sales tumbled 0.8% in January, much more than expected

[Dow Jones] Jobless claims fall to one-month low of 212,000. Layoffs still small.

[Dow Jones] Two regional Fed factory gauges rebound in February

[Yahoo/Bloomberg] Year’s Highest Treasury Yields Face Test With Slew of US Data

[Yahoo/Bloomberg] ECB’s Lagarde Warns Against Hasty Decision on Rate Cuts

[Reuters] UK economy falls into recession, adding to Sunak's election challenge

[Reuters] Japan unexpectedly slips into recession, Germany now world's third-biggest economy

[Reuters] Explainer: European banks and their $1.5 trillion commercial property headache

[Reuters] US warned allies about Russian space, nuclear capabilities, source says

[Reuters] Explainer: What is the space-based nuclear weapon the US says Russia is developing?

[AP] Russia and China clash with US and UK over attacks on Yemen rebels for strikes on Red Sea ships

[Bloomberg] Dozens of Banks Rapidly Piled Up Commercial Property Loans

[NYT] What a Viral Post on Giraffes Says About China’s Fed-Up Investors

[NYT] Russia’s Advances on Space-Based Nuclear Weapon Draw U.S. Concerns

[WSJ] Late Mortgage Payments Pile Up for Giant Apartment Lender

[FT] Who’ll buy the Treasuries? (Goldman’s version)

[FT] Russia seeks new nuclear capabilities in space, US intelligence shows

Wednesday Evening Links

[Reuters] Wall Street ends higher, lifted by Uber, Lyft and Nvidia

[Yahoo/Bloomberg] Oil Falls After US Crude Supplies Jump by Most Since November

[Reuters] Israel vows action against Hamas in Rafah amid global calls for restraint

[Yahoo/Bloomberg] Hezbollah Stokes Mideast Tensions With Strike Against Israel

[Yahoo/Bloomberg] Fed’s Barr Says He Supports Powell’s Careful Approach to Rate Cuts

[Reuters] Fed's Barr: January data shows path to 2% inflation will be "bumpy"

[Yahoo/Bloomberg] ECB’s Nagel Says History Suggests Worse to Cut Rates Too Early

[ABC] GOP warning of 'national security threat' is about Russia wanting nuclear weapon in space: Sources 

Wednesday Afternoon Links

[Reuters] Wall St zig-zags higher after selloff; Nvidia outstrips Alphabet in market cap

[Yahoo/Bloomberg] Treasuries Regain Footing After CPI-Fueled Selloff: Markets Wrap

[Reuters] Fed still on track even if inflation's path down is bumpy -Goolsbee

[Reuters] Fed's Waller says post-pandemic response to inflation was 'not textbook'

[Reuters] Loeb's Third Point to delve into private credit investing as a 'complement'

[Yahoo/Bloomberg] Israel-Hezbollah Tensions Rise After Rocket Barrage From Lebanon

[WSJ] The QQQ Fund, Now a $250 Billion Behemoth, Turns 25

[WSJ] Israel Launches Deadly Strikes in Lebanon as Border Conflict Widens

[WSJ] The China Conundrum Facing Wall Street Banks