Thursday, March 14, 2024

Friday's News Links

[Yahoo/Bloomberg] Stocks, Treasuries Steady at End of Volatile Week: Markets Wrap

[Yahoo/Bloomberg] Oil Holds Near Four-Month High as IEA Flips Forecast to Deficit

[Yahoo/Bloomberg] Copper Surges on Supply Threat as Iron Ore Shows Economic Risks

[Yahoo/Bloomberg] Bitcoin Extends Retreat From Record as ‘Bubble’ Talk Escalates

[Yahoo/Bloomberg] Missile Misses Ship in Red Sea as Houthis Vow More Attacks

[Yahoo/Bloomberg] Fed Gets More Reasons to Delay Interest-Rate Cuts 

[Reuters] Peak rates boost U.S. demand for riskier form of corporate debt

[AP] Home sellers are cutting list prices as spring buying season starts with higher mortgage rates

[Yahoo/Bloomberg] American Debt Stings Like Never Before in New Era for Households

[Yahoo/Bloomberg] BofA Says Record Rush to US Stocks Ignores Stagflation Risk

[Yahoo/Bloomberg] Strained Texas Power Grid Is Poised to Lose a Big Gas Plant

[Reuters] BOJ preparing to end negative interest rate policy at March meeting, Jiji reports

[Yahoo/Bloomberg] Japan’s Blowout Wage Result May Spur BOJ March Rate Hike Chatter

[Yahoo/Bloomberg] China Loans Grow at Slowest Pace on Record Amid Weak Demand

[Reuters] China Feb new bank loans dip more than expected, lending growth at record low

[Reuters] China's home prices extend declines despite support measures

[Yahoo/Bloomberg] China Signals Liquidity Is to Fuel Growth, Not Speculation

[Yahoo/Bloomberg] China Drains Cash Via Key Funding Tool for First Time Since 2022

[Reuters] China c.bank leaves key policy rate unchanged, as expected

[Reuters] Tight monetary stance needed in many emerging European economies, says IMF

[Reuters] Exclusive: India cenbank widens scrutiny of credit 'exuberance', sources say

[Bloomberg] Putin Digs In to Divide World Order While He Conquers at Home

[NYT] Cities Face Cutbacks as Commercial Real Estate Prices Tumble

[NYT] Ukraine, Stalled on the Battlefield, Targets Russia’s Oil Industry

[WSJ] China’s Real-Estate Market Just Set a Record—but Not a Good One

[WSJ] Putin Puts Clash With West at Center of Presidential Election

[FT] We should fear a sticky inflation mess

[FT] State-linked Vanke is latest Chinese property group hit by confidence crisis

Thursday Evening Links

[CNBC] Stock futures are little changed after strong inflation data spooks investors: Live updates

[CNBC] This week provided a reminder that inflation isn’t going away anytime soon

[Reuters] US forecaster sees higher chance of La Nina conditions this summer

[Bloomberg] China’s Fiscal Stimulus Plan May Be Bigger Than It Appeared

Thursday Afternoon Links

[Yahoo/Bloomberg] Bond Yields Jump as Hot Inflation Curbs Fed Wagers: Markets Wrap

[Reuters] Wall St dips as traders assess hot inflation data; chip stocks weigh

[Reuters] Oil prices rise as revised IEA outlook suggests tighter market

[Reuters] US retail sales miss expectations; producer prices accelerate

[Dow Jones] Jobless claims dip to 209,000 and still show no sign of rising layoffs

[Yahoo/Bloomberg] US Mortgage Rates Decrease for Second Week, Falling to 6.74%

[Bloomberg] Bitcoin Tops Taylor Swift, BeyoncĂ© in Google Search

[FT] Corporate defaults at highest rate since global financial crisis, says S&P

Thursday's News Links

[Yahoo/Bloomberg] Stocks Advance With US Inflation in Focus: Markets Wrap

[CNBC] Treasury yields rise after February wholesale inflation turns out hotter-than-expected

[Yahoo/Bloomberg] Oil Advances as IEA Predicts Supply Deficit for Rest of 2024

[Yahoo/Bloomberg] High Hopes for Yen Rally This Year Give Way to Talk of Slim Gain

[CNBC] Wholesale inflation rose 0.6% in February, more than expected

[AP] US wholesale prices picked up in February in sign that inflation pressures remain elevated

[AP] Retail sales up 0.6% in February, bouncing back from decline to start the year

[Yahoo/Bloomberg] Bond Traders Prep for New Dot Plot, With Three Cuts in Question

[Yahoo/Bloomberg] Oil Markets Face Supply Deficit on OPEC+ Curbs, IEA Says

[Reuters] Morning Bid: Count down to Japan's date with destiny

[Yahoo/Bloomberg] China Vanke’s Dollar Bonds Signal Fears of Default Down the Road

[Yahoo/Bloomberg] China’s National Team Cools ETF Buying After $50 Billion Spree

[Yahoo/Bloomberg] China Conglomerates Speed Up Asset Sales to Beat Credit Squeeze

[Yahoo/Bloomberg] China’s Copper Smelters Vow Capacity Controls After Fees Plunge

[Yahoo/Bloomberg] An $80 Billion Crash in India’s Small Caps Flashes Warning Signs

[Reuters] Exclusive: African cocoa plants run out of beans as global chocolate crisis deepens

[WSJ] Private Equity Wants Your Credit Card Debt. And Car Loan. And Mortgage.

[FT] European corporate credit spreads hit two-year low as rate cut hopes shift

[FT] Zombie car factories on the rise in China as buyers opt for EVs