Wednesday's News Links

[Yahoo/Bloomberg] Stock and Treasuries Steady After CPI: Markets Wrap

[Yahoo/Bloomberg] Oil Edges Higher With Oversupply Concerns Limiting Price Gains

[CNBC] Annual inflation rate hit 2.6% in October, meeting expectations

[Reuters] Inflation worries come back to haunt bond strategists after Trump victory

[Yahoo/Bloomberg] US Mortgage Rates Rose Again in Week After Trump’s Victory

[Axios] Trump administration 2.0: Tracking his Cabinet, White House picks

[Reuters] Who are Trump’s cabinet picks so far and who is in the running?

[AP] Trump’s defense choice stuns the Pentagon and raises questions about the Fox News host’s experience

[Yahoo/Bloomberg] Riskiest Stocks at Frothy Levels Show Trump-Trade Vulnerability

[Yahoo/Bloomberg] Tesla’s Meme-Like Stock Surge Leaves Wall Street Feeling Wary

[Yahoo/Bloomberg] China’s Dollar Bond Sale Inundated With $40 Billion of Bids

[Reuters] China unveils tax incentives to revive struggling property sector

[Reuters] Russia stages first missile attack on Kyiv since August, Ukraine says

[Reuters] Taiwan central bank sees peril in Trump tariffs

[NYT] Mexico Signals It Could Hit Back at U.S. With Tariffs of Its Own

[WSJ] U.S. Transition Makes Iran Especially Dangerous

[FT] Will a Republican Congress give Donald Trump everything he wants?

[FT] Bessent and Lutnick lead Trump Treasury job race after Paulson exits

[FT] Donald Trump’s cabinet picks signal tougher stance on China

[FT] US-China relations will depend on which Trump shows up

[FT] Donald Trump’s potential antitrust enforcers may keep Big Tech in their sights

[FT] Xi Jinping faces heat over failure to protect Chinese workers overseas

Tuesday Afternoon Links

[Yahoo/Bloomberg] US Bond Yields Ratchet Higher Before Influential Inflation Data

[Yahoo/Bloomberg] Stocks Halt Rally as US Yield Surge Spooks Traders: Markets Wrap

[Yahoo/Bloomberg] Dollar Hits Two-Year High as Wall Street Piles Into Bullish Bets

[Yahoo/Bloomberg] Oil Holds Near November Lows as Traders Brace for Crude Glut

[Yahoo/Reuters] US banks saw weaker loan demand in the 3d qtr, Fed survey shows

[Yahoo/Bloomberg] Wall Street’s Higher-for-Longer Rate Brigade Plunges Into Loans

[Yahoo/Reuters] Fed 'in position' to respond to risks as needed, Barkin says

[Yahoo/Reuters] Fed policy is 'modestly restrictive,' Kashkari says

[Yahoo/Bloomberg] Key Advisers to Trump Back Bessent for Treasury Secretary

[Yahoo Finance] Inflation 'unlikely to show much progress' in October as Fed debates year-end rate cuts

[Yahoo/Reuters] BofA CEO urges Trump administration to tackle US budget

[Yahoo/Bloomberg] Apollo’s Kleinman Says ‘Open Your Eyes,’ Inflation Not Tamed 

[Bloomberg] US Companies Storm Debt Markets After Risk Premiums Plunge