Tuesday, January 24, 2017

Tuesday Evening Links

[Bloomberg] Asian Stocks Extend Global Rally as Yen Weakens: Markets Wrap

[Bloomberg] U.S. Stocks Climb on Earnings as Commodities Rally: Markets Wrap

[Bloomberg] Trump Advances Keystone and Dakota Pipelines, Fulfilling Pledge

[Bloomberg] Existing U.S. Home Sales Fell in Dec.; 2016 Best in Decade

[Reuters] U.S. home sales drop as supply tumbles to 17-year low

[Reuters] ECB should soon start discussing exit from stimulus: Lautenschlaeger

[Bloomberg] China Small-Cap Stocks Extend January Slump on Liquidity Squeeze

[Bloomberg] Pricier Oil Means China's Foreign Reserves Will Shrink Even Faster, Goldman Says

[Reuters] China says will protect South China Sea sovereignty

[NYT] Trump Injects High Risk Into Relations With China

[NYT] Federal Debt Projected to Grow by Nearly $10 Trillion Over Next Decade

[NYT] For C.E.O.s, a New Concern: The Activist in Chief

[FT] Mexico braces for confrontation with Trump team

[FT] Turkey’s interest rate moves leave country in a mess

Tuesday's News Links

[Bloomberg] U.S. Stocks Fluctuate on Earnings, Treasuries Drop: Markets Wrap

[Reuters] Japan January flash manufacturing PMI shows fastest expansion in almost three years

[Bloomberg] May Faces Hurdles to Starting Brexit Talks After Court Rules

[Bloomberg] Inside the Mind of Mnuchin: Too-Strong Dollar May Hurt Economy

[Bloomberg] How Trump Would Rework Nafta—and What Mexico, Canada Want in Return

[Bloomberg] China Raises Medium-Term Lending Rates in Tightening Signal

[Bloomberg] Top Goldman Forecaster Urges China to Tighten Monetary Policy

[Bloomberg] BOJ Is Wary of Yield Target Hike Even If CPI Hits 1%

[Bloomberg] S&P 500 Options Showing Little Fear Over Trump Policy...For Now

[WSJ] Bankers Cash In on Postelection Stock Rally

[Reuters] Trump White House vows to stop China taking South China Sea islands

[Washington Post] Withdrawal from Trans-Pacific Partnership shifts U.S. role in world economy

[FT] US pledges to ‘protect our interests’ in South China Sea

[FT] Capital flight battle threatens China trade flows

[WSJ] China Floods Financial System With Cash Ahead of Lunar New Year

[Reuters] China urges U.S. to act and speak cautiously on South China Sea

[Washington Post] Is Trump ready for war in the South China Sea, or is his team just not being clear?