Tuesday, January 31, 2017

Wednesday's News Links

[Bloomberg] Corporate Outlook Spurs Stocks as Eyes Turn to Fed: Markets Wrap

[Reuters] Trump, trade adviser signal displeasure with U.S. 'strong dollar' policy

[Bloomberg] Trump’s Yen Comments ‘Wide of the Mark,’ Says Japan FX Chief

[Bloomberg] European Bonds Post Worst January on Record Amid Political Angst

[Bloomberg] Specter of Global Trade War Rises as Trump Puts ‘America First’

[Reuters] Germany's Schulz calls Trump 'un-American', warns against lifting Russia sanctions

[Reuters] A barb at Germany puts Trump administration on collision course with EU

[Reuters] Fed's message on portfolio trimming: prepare, don't fret

[Bloomberg] Manufacturing Accelerates in U.S. for a Fifth Straight Month

[Bloomberg] Macron Leads in French Race as Scandal Upends Fillon’s Plans

[Bloomberg] U.K. Inflation Risk Mounts on Record Surge in Factory Costs

[Bloomberg] Fiat Chrysler, GM Lead Sales Declines as U.S. Auto Market Cools

[Bloomberg] Lesson of the Century: Most U.S. Stocks Can’t Even Beat a T-Bill

[WSJ] Fed Unlikely to Make Its Next Rate Move Wednesday

[WSJ] Greece’s Deadlocked Debt Talks Unnerve Investors

[WSJ] Measures of Inflation Tick Up Around the Globe

[FT] Trump administration urged to overhaul Fannie and Freddie

Tuesday Evening Links

[Bloomberg] Trump Trades Wobble as Dollar Drops With Equities: Markets Wrap

[Reuters] Dollar hit by crossfire as Trump talks currency wars

[Bloomberg] China Factory Gauge Signals Stabilization Carried into New Year

[Bloomberg] Le Pen’s Main Rival Hit by Fresh Scandal in French Election

[Bloomberg] Ray Dalio Says Trump’s Populism May Overpower Pro-Business Policies

[Bloomberg] Everything You Thought You Knew About Bond Yields Is Wrong: HSBC

[Bloomberg] Stock Investors Are Finally Starting to Buy Hedges Again

[FT] Risk aversion builds as Trump trade fades

[WSJ] Trump’s Criticism of Imports Adds to Drugmakers’ Headaches