Wednesday, January 25, 2017

Thursday's News Links

[Bloomberg] Global Stocks Rally Gathers Pace as Bonds Slide: Markets Wrap

[Bloomberg] Asian Stocks Extend Rally After Dow Tops 20,000: Markets Wrap

[Daily Mail] Euro zone yields hit one-year highs on expectations of U.S. growth policies

[Bloomberg] Sales of New U.S. Homes at 10-Month Low as Mortgage Rates Jump

[Bloomberg] VIX Near Record Low Ignores Risks Revealed in Swaptions: Chart

[Bloomberg] China Said to Order Banks to Curb New Loans in First Quarter

[Bloomberg] China’s FX Regulator Announces Latest Steps to Keep Cash at Home

[Reuters] China's shadow banking crusade risks bond market crash

[Bloomberg] Offshore Yuan Heads for Record Monthly Gain While Stocks Advance

[Bloomberg] Investors Shun Italian Bonds as Political Outlook Remains Cloudy

[Reuters] Investors pull most cash from U.S. stock funds since election: ICI

[Bloomberg] Mexico's President Rejects Wall; Is 'Considering' Scrapping US Trip: AP

[Bloomberg] Top Forecaster Says Fed to Hike Rates Every Quarter in 2018

[Reuters] China eyes stabilizing role in call with Germany's Merkel

[CNBC] Donald Trump’s First Six Days in Office: Here’s What He’s Done

[FT] Corporate America split over radical import tax plan

[FT] Risky corporate borrowers make hay as yields slide

Wednesday Evening Links

[Reuters] Wall Street rises, Dow closes above 20,000 milestone

[Bloomberg] On the Eve of Lunar New Year, China’s Bond Investors Are Hurting

[Bloomberg] Expect More Forgeries, Fakes in China Debt Market Amid Bond Rout

[NYT] Will Trump Go After Nafta With Tweezers or a Hammer?

[Washington Post] When Theresa meets Donald: A geopolitical odd couple with big impli