Weekend 01/28 & 01/29
David Rosenberg Warns “The 35-Year-Old Bond Bull Market Is Not Over” – Zerohedge
“Refugees In, Racists Out” Protestors Storm JFK, O’Hare Airports After Trump’s ‘Muslim Ban’ – Live Feed – Zerohedge
“Chaos, Panic, Anger, Lawsuits” – The Fallout From Trump’s Refugee Ban Begins – Zerohedge
Barron’s: Next Stop Dow 30,000… On One Condition – Zerohedge
Friday 01/27
Trump Signs Executive Orders To Keep “Radical Islamic Terrorists” From Entering US, Rebuild US Military – Zerohedge
Why the Dollar Could Breakout Next Week – bk
These Are Mexico’s Top Exports – Zerohedge
Pressure From Trump May Delay a Factory’s Exit, but It Won’t Stop It – nyt
The Great Rotation Ends: Largest US Equity Outflows In 4 Months; Biggest Treasury Inflows Since July – Zerohedge
Greece Is In Trouble Again: Bonds, Stocks Plunge As Bailout Talks Collapse; IMF Sees “Explosive” Debt – Zerohedge
Consumer Confidence Is The Highest In 13 Years – Zerohedge
Q4 GDP Misses Big As Exports Tumble: US Economy Grows A Paltry 1.6% In 2016 – Zerohedge
Durables Goods ‘Hard’ Data Crushes Post-Trump ‘Soft’ Survey Dreams – Zerohedge
UBS Clients Pull $15 Billion in Quarter as Margins Decline – Bloomberg
Greek Bonds Drop as Euro-Area Meeting Deadlock Continues: Chart – Bloomberg
Gold Goes Cold Turkey as Chinese Stop Buying for Year of Rooster – Bloomberg
Brexit All That Stands Between BOE and a Rate Hike – Bloomberg
‘This is the greatest deal in financial history’ if you want to invest wisely – cnbc
Eurozone lending growth rises in December – Marketwatch
Donald Trump’s 20% import tax may be the second gift for Canada’s oilpatch this week – fp
Trump’s plans to finance his wall will hit the auto industry ‘like a ton of bricks’ – businessinsider
Asian markets tick higher ahead of Lunar New Year’s holiday – Marketwatch
Japan’s Consumer Price Declines Ease as Oil Costs Take Hold – Bloomberg
Japan’s annual consumer prices fall for first time in four years – guardian
IMF Assesses Greek Debt as ‘Highly Unsustainable’ – wsj
Thursday 01/26
PayPal boosted by mobile, holiday shoppers – Marketwatch
Caterpillar’s revenue slide extends to fourth year – Marketwatch
Microsoft’s Profit Rises 4 Percent, as Cloud Business Booms – nyt
A 20% Mexico tariff would pay for the wall. But it would hurt Americans – cnn
Trump May Fund Border Wall With 20 Percent Tax on Mexico Imports – Bloomberg
Deutsche Warns Global Economy About To Roll Over, Says “Sell” – Zerohedge
Trump Wants to Build a Wall. Finding Workers Won’t Be Easy – Bloomberg
Chinese New Year: Inside the World’s Largest Trek – nyt
New Home Sales Collapse In December As Trump Rate Surge Hits – Zerohedge
World’s Biggest Real Estate Buyers Are Suddenly Short on Cash – Bloomberg
US Services PMI Rebounds To 14-Month Highs As ‘Hope’ Soars – Zerohedge
Donald Trump’s First Six Days in Office: Here’s What He’s Done – cnbc
Initial, Continuing Claims Jump Despite Surge In Fed’s National Actvity Index – Zerohedge
PBOC Set to Be First to Issue Digital Bills – caixin
Trump’s Expected Ambassador To EU Says “Short The Euro, Collapse May Come In 12 To 18 Months” – Zerohedge
Britain publishes legislation to approve Brexit trigger – cnbc
Top Forecaster Says Fed to Increase Rates Every Quarter in 2018 – Bloomberg
Majority of Dutch voters still undecided: polls – politico
JPM Warns Investors Are Clueless How Difficult Passage Of Trump’s Agenda Will Be – Zerohedge
Dutch Regulator Accidentally Posts Soros’s Short Positions – Bloomberg
Weidmann: If Infl Rise Durable, Precondition For MonPol Exit – mni
U.K. Economy Dismisses Brexit Threat as Growth Beats Forecasts – Bloomberg
J&J Seals $30 Billion Actelion Deal to Enter Rare Disease Arena – Bloomberg
Finland is having so few kids, deaths just outnumbered births for the first time in 77 years – businessinsider
China: Potential bilateral trade tensions from US – BNPP – fxstreet
Millions of barrels of Venezuelan oil stuck at sea in dirty tankers – Reuters
Swiss 2016 Exports Hit Record Thanks to Pharmaceuticals: Chart – Bloomberg
Spain Unemployment Falls to Seven-Year Low Amid Budget Talks – Bloomberg
Eurozone: Positive spillover from Trump’s presidency in the short run – BNPP – fxstreet
What Obamacare Repeal Could Mean for Medicaid: QuickTake Q&A – Bloomberg
Philippine GDP Rises 6.6% Last Quarter on Services, Industry – Bloomberg
New Zealand inflation higher than expected – Marketwatch
China Industrial Profits Increase at Slowest Pace in a Year – Bloomberg
Wednesday 01/25
Markets rise amid ‘Trump rally’ optimism – business live – guardian
The Dow Hit 20,000. Now What? – nyt
Dow clambers above 20,000 — marks 2nd-fastest run to a milestone in history – Marketwatch
Kyle Bass Calls Trump ‘Gasoline’ on Smoldering Fire in China – Bloomberg
Fitch Downgrades Nigerian Rating Outlook on Dollar Shortages – Bloomberg
Monte dei Paschi issues 7 bln euros in state-backed bonds – Reuters
Intesa’s $65 Billion Question – Bloomberg
Company best positioned to benefit from a ‘Trump Wall’ is Mexican – Marketwatch
Trump Signs Executive Orders To “Begin Immediate Construction Of Border Wall”, Immigration Enforcement – Zerohedge
Italy Closer To Early Elections After Constitutional Court Modifies Election Law – Zerohedge
With Dow 20K passed, $20 trillion on the national debt is next – cnbc
What Is Behind Today’s Market Euphoria: JPM Explains – Zerohedge
Dollar bulls need more detail from Trump: Strategist – cnbc
These Are The Biggest Losers If Trade War Breaks Out Between The US And China – Zerohedge
How to Make America’s Robots Great Again – nyt
Chinese 10Y Bond Yields Set For Biggest Monthly Jump Since 2010 – Zerohedge
UK PM May says she will publish ‘White Paper’ setting out Brexit plan – Reuters
Deal on Greek bailout’s second review possible at February Eurogroup – official – Reuters
German Business Confidence Unexpectedly Weakened in January – Bloomberg
Santander Profit Rises to $1.7 Billion, Beating Estimates – Bloomberg
A top strategist explains the biggest problem China faces – businessinsider
Aussie CPI Suffers Yuan Effect as Reflation Bypasses Down Under – Bloomberg
Everything you need to know about celebrating Chinese New Year – businessinsider
Japan exports up for first time in 15 months, U.S. protectionism poses risks – Reuters
Iron Ore Extends New Year Ascent as Slump Warnings Intensify – Bloomberg
At one end of Trump’s revived Keystone XL pipeline, there’s a scene you must see to believe – businessinsider
Taiwan Expansion Picks Up as Exports Counter Slower Spending – Bloomberg
Tuesday 01/24
BT shares plunge 19% as Italian accounting scandal deepens – business live – guardian
Alcoa beats revenue estimates, sees higher aluminum demand – Reuters
Trump’s Keystone XL Boost Sends Loonie Soaring Against Peers – Bloomberg
U.S. Stocks at Records Amid Earnings, Metals Rally: Markets Wrap – Bloomberg
ECB Should Soon Start Discussing Exit From Stimulus: Lautenschlaeger – nyt
You’re Buying, They’re Selling: Big Bank Execs Dump $100 Million In Stock As Market Soared – Zerohedge
Remember ABX? Wall Street Said to Test New Mortgage Bond Index – Bloomberg
CUMB: New Municipal Bond ETF launched by Virtus – etftrack
The Dollar And Rates Decouple For The First Time Since The Election – Zerohedge
Senate Democrats Introduce $1 Trillion Infrastructure Plan, Offer Trump Support If He Backs It – Zerohedge
Apple downgraded on concern that consumers will take longer to buy new iPhones – cnbc
$1 Trillion Fund Buys Yen as Trade Ruckus Vexes Dollar Bulls – Bloomberg
Vietnam Still Attracts Investors as Trump Deals Trade Setback – Bloomberg
Supreme Court Rules Brexit Trigger Needs Parliamentary Vote – Bloomberg
Goldman Hails Global Rebound as Currie Sees Commodity Demand – Bloomberg
Fitch: Rising political risks could take toll on Eurozone growth – fxstreet
Euro Area Starts 2017 on Strong Note as Price Pressures Build – Bloomberg
GERMANY: Private sector growth slows slightly but manufacturing remains buoyant – markit
French Economy Gathers Pace as Services Outpace Manufacturing – Bloomberg
Robots Are Taking Over Oil Rigs – Bloomberg
Oil Rises Near $53 as Iraq Says Close to Full OPEC Cut Pledge – Bloomberg
Samsung Embarks on Share Buyback as Chips Fuel Higher Profit – Bloomberg
Monday 01/23
Morgan Stanley Said to Seek Fees From ETF Issuers to Carry Funds – Bloomberg
80% Of Central Banks Plan To Buy More Stocks – Zerohedge
Trump Warns “We Are Going To Be Imposing A Very Major Border Tax”, Will “Cut Regulations By 75%” – ZeroHedge
Citigroup Says This Time It’s Different for Europe Profit Growth – Bloomberg
Robotics, artificial intelligence, and 5G are at the heart of Theresa May’s new industrial strategy – businessinsider
How a Trump ‘threat to world order’ could play out for stocks – Marketwatch
For The First Time Ever Russia Beats Saudi Arabia As China’s Top Oil Supplier – ZeroHedge
Nobody Knows Why Markets Like Trump – Bloomberg
Euro-Area Debt Falls to Lowest Since 2012 as Prospects Brighten – Bloomberg
Hedge Fund Assets Pass $3 Trillion in 2016 for First Time: Chart – Bloomberg
Fitch: China’s stimulus measures paper over growth slowdown – cnbc
Warren Buffett Just Quietly Bought Up Another German Company – fortune
Insurers plan to invest €1tn with asset managers – ft
Brexit Bulletin: It’s Going to Be a Long Week – Bloomberg
Yen rises, dollar falls as Trump inauguration speech fails to impress – Marketwatch
China Stock Trading Most Muted Since 1992 as State Tightens Grip – Bloomberg
Key Events In The Coming Week: All Eyes On Trump’s First Actions – ZeroHedge
China, Philippines agree to cooperate on 30 projects worth $3.7 billion – cnbc
$400 Billion Fund Manager Is Bullish on Trump-Proof India – Bloomberg
Alibaba’s Million-Job Boast Reflects Slower China Growth Outlook – Bloomberg