Thursday, April 20, 2017

Friday's News Links

[Bloomberg] U.S. Stocks Mixed as Euro Slips Before French Vote: Markets Wrap

[Bloomberg] China Stocks Head for 2017's Worst Week Amid Crackdown Concerns

[Bloomberg] Ignore China's Credit Risks at Your Peril, Says Top Bond Manager

[Bloomberg] Mnuchin’s Talk of Tax Plan ‘Soon’ Stirs Markets and Skeptics

[Reuters] Trump tax plan to rely on future U.S. growth to fund cuts: officials

[Bloomberg] Fed Intensifies Balance-Sheet Discussions With Market Players

[Reuters] Euro zone economy races into second-quarter with bumper growth: PMI

[Bloomberg] Traders Are Losing Faith in European Banks as Earnings Loom

[Bloomberg] Paul Tudor Jones Says U.S. Stocks Should 'Terrify' Janet Yellen

[Reuters] China's rising debt poses biggest risk to economy - former finance minister

[Bloomberg] China Said to Crack Down on Property Financing Through Trusts

[Washington Post] Trump’s threat of steel tariffs heralds big changes in trade policy

[NYT] Trump Roars Again on Trade, Reviewing Steel and Chiding Canada

[WSJ] White House Banks On Sweeping Tax Plan

[WSJ] Trump Administration Launches National-Security Probe on Steel Imports

[WSJ] China’s Stock Markets Dive in Anti-Speculation Drive

[FT] Reflation trade doubts look overdone

[FT] Investors push back against leveraged loans as reflation trade ebbs

Thursday Afternoon Links

[Bloomberg] Treasuries Fall as Haven Bid Ebbs Ahead of French Election

[Bloomberg] The Fed's Sticking to Its Rate-Hike Plan Despite Soft Patch

[CNBC] The market suddenly doubts the Fed will raise rates twice more this year

[Bloomberg] Kuroda Says Current Purchase Pace to Continue for Some Time

[Bloomberg] Yen Pre-Trump High Looms on Geopolitical Risk, Reflation Unwind

[Bloomberg] Euro-Area Consumer Confidence Matches Highest Since 2007: Chart

[Bloomberg] U.S. Mortgage Rates Drop to Five-Month Low With 30-Year at 3.97%

[Bloomberg] Fannie-Freddie Plan Would Create Utilities, Add Competitors

[CNN] US official: With eye on North Korea, China puts bombers on 'high alert'

[WSJ] U.S. Farmers, Who Once Fed the World, Are Overtaken by New Powers

[FT] Threat of US shutdown looms on the horizon

[FT] China bond party attracts few takers