Wednesday's News Links

[Yahoo/Bloomberg] Stocks Slip; Dollar Gains: Markets Wrap

[Yahoo/Bloomberg] Oil Declines With US Stockpiles and OPEC+ Supply Policy In Focus

[CNBC] Bitcoin jumps above $60,000 for the first time since November 2021

[Yahoo Finance] The Fed's 'bumpy' inflation picture could get bumpier this week

[Yahoo/Bloomberg] US Home-Buying Demand Nears Worst Since 1995 With Rates Above 7%

[Reuters] Why US housing inflation relief may be short-lived

[Dow Jones] U.S. trade in goods deficit widens 2.6% in January

[SA] U.S. Q4 GDP growth revised down a tick to 3.2%, slightly cooler than expected

[Yahoo/Bloomberg] Bond Traders Capitulate to Fed’s Outlook on 2024 Rate Cuts

[Yahoo/Bloomberg] The Big Bond Steepener Is Flopping as the Fed Delays Rate Cuts

[Yahoo/Bloomberg] Google left in ‘terrible bind’ by pulling AI feature after right-wing backlash

[Axios] AI brings us a new kind of bug

[Yahoo/Bloomberg] Investors Bid Record €2.6 Trillion for Europe’s Bond Bonanza

[Yahoo/Bloomberg] Euro-Area Economic Confidence Unexpectedly Weakens on Services

[Yahoo/Bloomberg] New Zealand Softens Threat of Rate Hike, Sending Currency Lower

[Yahoo/Bloomberg] Country Garden Winding-Up Petition Reveals Private Loan Risks

[Reuters] Country Garden liquidation petition adds to China property woes

[Yahoo/Bloomberg] China Tells Quants to Phase Out Strategy Blamed for Turmoil

[Reuters] China says its coast guard patrols around Taiwan islands 'beyond reproach'

[Reuters] China says Beijing and Moscow should strengthen coordination on Asia Pacific

[Bloomberg] Flawed Valuations Threaten $1.7 Trillion Private Credit Boom

[Bloomberg] Lorie Logan Makes Waves on Wall Street From Her Perch at the Dallas Fed

[Bloomberg] Central Bankers Used to Keep Out of Politics. Not Any More

[NYT] Another Chinese Property Giant Faces a Creditor Who Wants It Dismantled

[WSJ] The Fed Contrarian Who Saw the Soft Landing Coming

[FT] America’s booming year from hell

[FT] Leaked Russian military files reveal criteria for nuclear strike

Tuesday Evening Links

[Reuters] Stocks pause as key inflation data eyed 

[Yahoo/Bloomberg] Oil Declines With US Stockpiles and OPEC Supply Policy In Focus

[Reuters] Exclusive: Extremism is US voters' greatest worry, Reuters/Ipsos poll finds

[Yahoo/Bloomberg] China’s Country Garden Gets Winding-Up Petition in Hong Kong

[Reuters] China's Country Garden faces liquidation petition

[Reuters] Chinese navy's presence in South China Sea is 'worrisome', says Philippine president

[Bloomberg] Xi Crackdown on ‘Hedonistic’ Bankers Fuels Industry Brain Drain

Tuesday Afternoon Links

[Reuters] Wall Street wavers ahead of key inflation data 

[Yahoo/Bloomberg] Treasuries Mixed Amid Another Flurry of Bond Sales: Markets Wrap

[Reuters] Oil prices rise as OPEC+ considers extending voluntary output cuts

[Reuters] US cautions against escalating tensions between Israel and Hezbollah

[Yahoo/Bloomberg] Fed’s Bowman Reiterates That It’s Too Soon to Cut Interest Rates

[Yahoo/Bloomberg] Banks Must Do More on Counterparty Risks, Fed’s Barr Says

[CNN] US home prices hit new all-time high in December

[Dow Jones] Home-Price Growth Accelerated in December, Despite Rising Mortgage Costs

[AP] Small business owners are optimistic for growth in 2024

[Yahoo/Bloomberg] US Consumer Confidence Decreases for First Time in Four Months

[CNBC] Apple reportedly cancels plans to build a car

[Reuters] Hybrids, gas vehicles fuel legacy automakers' shares past EV rivals

[Reuters] Swedish property giants write down billions as prices crash

[Yahoo/Bloomberg] BOE May Sell Whole QE Portfolio in Policy Divergence From US Fed

[NYT] Scientists Are Freaking Out About Ocean Temperatures

[WSJ] Treasury Markets Are Losing Their Shock Absorber

[WSJ] Buying a Home Near Nvidia’s Headquarters Is Nearly Impossible Right Now

[FT] Goldman CEO warns against getting overly confident of US ‘soft landing’