Monday, February 6, 2017

Monday Evening Links

[Bloomberg] Asian Stocks Fall After Yen Climbs on Haven Demand: Markets Wrap

[Bloomberg] Treasuries Rise, U.S. Stocks Slip on Cautious Tone: Market Wrap

[Bloomberg] Philadelphia Fed’s Harker Says March Is on the Table for a Hike

[Reuters] Credit conditions for most business lending unchanged in fourth quarter : Fed

[Reuters] Goldman economists see more risks for U.S. economy

[Bloomberg] Goldman Sachs Economists Are Starting to Worry About President Trump

[Bloomberg] Draghi Rebuts Trump Lines on Currency Wars, Bank Rules

[WSJ] Investors Pile Into Treasurys, Bunds, Gilts as French Bonds Sell Off

[WSJ] SEC Faces Obstacles to Rolling Back Dodd-Frank Rules

[FT] Is Italy’s financial future resting on UniCredit?

[FT] Mario Draghi pushes back at Trump shake-up

[WSJ] For Donald Trump’s Team, Iran Moves Atop Confrontation List

Monday's News Links

[Bloomberg] Treasuries, Gold Rise as U.S. Stocks Slip With Oil: Market Wrap

[Bloomberg] European Bonds, Not the Euro, Take the Biggest Political Hit

[Bloomberg] France Yield Spread Nears Four-Year High as Political Risk Grows

[Reuters] Asia shares lag Wall St. gains, dollar becalmed

[Reuters] China services sector extends strong growth in January but pace eases: Caixin PMI

[Bloomberg] German Factory Orders Surge Most Since 2014 on Investment

[Reuters] Germany opposes unilateral tariffs on imports: Merkel

[Bloomberg] Investment Veteran Backs Gold on Risk of Trump Policy ‘Mistakes’

[Bloomberg] Foreigners Cut Chinese Bond Holdings First Time Since 2015

[Bloomberg] Five Charts That Say All Is Not Well in Markets

[Bloomberg] America’s Asia Allies May Face Biggest Currency Reversal

[WSJ] The Mortgage-Bond Whale That Everyone Is Suddenly Worried About

[WSJ] Tiger Hedge Funds Become Wall Street Prey

[WSJ] Mexico Teeters Between Its Recent U.S. Friendship and 170 Years of Hostility