TOP MARKETS NEWS: Week 01/22 – 01/28

Weekend 01/27 & 01/28

Global Economy Week Ahead: Eurozone Inflation and GDP, U.S. Jobs Report – fox
The ECB’s Knot had some hawkish comments on Sunday – forexlive
Oil Boom Gives the U.S. a New Edge in Energy and Diplomacy – nyt
Earnings have been ‘unambiguously positive,’ and it’s going to get even better, says JPMorgan – cnbc
What the Economic Data Don’t Tell Us – nyt
Bonds Finally Noticed What Is Going On… Stocks Are Next  – Zerohedge
U.S. farmers have much to lose if NAFTA deal collapses – Reuters
The Pie Is Shrinking So Much The 99% Are Beginning To Starve  – Zerohedge
Thanks to one big problem with the US economy, it suddenly matters that no one trusts what Trump says – businessinsider


Friday 01/26

BusinessLive – guardian

US Rig Count Soars Most In 10 Months As Production Hits Record Hig – Zerohedge
Investor Cash Just Hit An All Time Low – Zerohedge
SNB Shares Continue to Spiral, Touching 6,000 Francs: Chart – Bloomberg
This Is 1987″: Some “Haunting Math” On Today’s GDP Number From David Rosenberg – Zerohedge
Making Sense Of The Mnuchin-Trump Currency War Confusion – Zerohedge
Q4 GDP Unexpectedly Misses, Rising Only 2.6% Dragged By Soaring Trade Deficit  – Zerohedge
Core Durable Goods Orders Tumble Most In A Year – Zerohedge

US: ‘Weak dollar’ policy coming into play? – ING – fxstreet
Why the USD is able to diverge from interest rate differentials? – Nomura – fxstreet
Draghi Clears Path for Euro Economy in 2018 as Momentum Builds – Bloomberg
Algos Show These European Stocks Will Gain From a Stronger Euro – Bloomberg
A Doomsayer’s Guide to the Dollar and Why It Could Keep Plunging – Bloomberg
Five Things You Need to Know to Start Your Day – Bloomberg
Oil’s Weekly Gain Clipped as Trump Dulls U.S. Stockpile Optimism – Bloomberg

Japan inflation keeps pace in December – Marketwatch
BOJ Minutes – Appropriate to keep powerful easing, inflation expectations stop declining – fxstreet




Thursday 01/25

Business Live – guardian
Merkel Aiming for New Government by Easter: Davos Update – Bloomberg

Intel shares rally after quarterly results, 2018 outlook top Street view – Marketwatch
The US just changed course in Syria — and could now look to confront Iran – businessinsider
A Global Convergence of Economic Conditions Is Driving the Market Melt-Up – Bloomberg

Dollar erases loss after Trump says currency will get ‘stronger and stronger’ – Marketwatch
Draghi Acknowledges Twin Policy Challenges – Bloomberg
ECB Keeps Rates Unchanged, Reaffirms Taper But May Increase QE In “Size And/Or Duration” – Zerohedge

Russia Praises Its $117 Million-a-Day Oil Man – Bloomberg
Caterpillar profit beats estimates on buoyant global demand – Reuters
Gold Is Heading Towards a Four-Year High – Bloomberg
Oil Extends Three-Year High After Record Pullback in Stockpiles – Bloomberg
How a $1.5 Trillion Aramco IPO Could Transform Global Stocks – Bloomberg
German Business Confidence Jumps on Strong Start Into 2018 – Bloomberg
ECB meets as euro hits three-year high – Reuters
Five Things You Need to Know to Start Your Day – Bloomberg
ECB Debates If 270 Billion-Euro QE Pledge Will Be Enough – Bloomberg
New Zealand CPI just missed by a mile – businessinsider
Cannabis growers in marijuana mega-merger – bbc




Wednesday 01/24 – Dollar Plunges Most In 10 Months

Business Live – guardian

Brazilian Stocks Jump to Record as Lula’s Conviction Upheld – Bloomberg
Grain Traders Are Finally Getting Invited to the Commodity Party  – Bloomberg
Twin Inflation Tales Reinforce Diverging Paths for Dollar, Euro – Bloomberg
LG to hike prices on laundry machines after Trump’s tariff – Marketwatch
Here Come The Sellers: In Coming Days Pension Funds Set To Sell Most Stocks In A Year – Zerohedge

GE Gains Pre-Market After Reaffirming Profit Forecast for Year – Bloomberg
Dollar Crashes, Will ECB Draghi Say Enough to Kill Euro Rally? – bk
Ray Dalio Says Bond Bear Market Has Begun, Expects Historic Crash – Zerohedge
Here’s what Trump’s weak-dollar policy means for the stock market – Marketwatch
WTI Tops $65 For First Time Since Dec 2014 After Crude Draw, Production Record – Zerohedge
Currency Traders Are Bracing for a Nafta Surprise  – Bloomberg
US Composite PMI Tumbles To 8-Month Lows As Services Slump – Zerohedge
Euro-Area Economy Opens 2018 With Best Growth in Almost 12 Years – Bloomberg
French Economy Maintains Momentum on Strongest Demand Since 2011 – Bloomberg
German Optimism at Factories Puts Spark Into Inflation Outlook – Bloomberg
A weaker dollar is good for the US, Treasury Secretary Mnuchin says – cnbc
US dollar comes under further pressure; euro hits new 3-year peak – ft
BoJ: Heading for the exit? – ING – fxstreet
Five Things You Need to Know to Start Your Day – Bloomberg
Nikkei Flash Japan Manufacturing PMI-Operating conditions improve at stronger pace – markit

Japan’s Exports Grow 9% in December to Close Out Strong Year – Bloomberg



Tuesday 01/23 – DAX ,India Record Highs, China, Japan new highs

Business Live – guardian

S&P 500 breaks 54-year-old record for all-time highs notched in January – Marketwatch
Tech Stocks Hit Overbought Level Seen Right Before June’s Swoon – Bloomberg
China Has Plenty of Options to Retaliate Against U.S. Tariffs – Bloomberg
BofA Raises S&P Target To 3000 After Getting Steamrolled By The Market – Zerohedge
Will rising bond yields slay the stock-market rally? – Marketwatch
Goldman Risk-Appetite Metric at Record Amid ‘Extreme’ Markets – Bloomberg
Automakers fully engaged on battery electric vehicles, but transition will pressure returns – moody’s
Exec from Gundlach’s firm sees global growth pushing bond yields and commodities higher – cnbc
Goldman issues a warning on bitcoin—and an even bigger warning on Ethereum – Marketwatch
TD Ameritrade CEO Warns “Never Seen Client Cash Levels This Low” – Zerohedge
The Winners and Losers in Trump’s Trade Crackdown – Bloomberg
Richmond Fed Suffers Biggest 2-Month Drop Since 2006 – Zerohedge
Treasury yields pull back slightly as investors focus on economy – Marketwatch
The EU Is Not Happy About Trump’s New Tariffs – Bloomberg
A $445 billion fund manager explains what everyone gets wrong about the economy – businessinsider
Trump Solar Tariffs Reverberate in India, China’s Biggest Buyer – Bloomberg
Bob Shiller Warns World’s “Priciest Stock Market” Could “Absolutely Turn Suddenly” – Zerohedge
Slowing Cash Flow Could Mean a ‘Nasty Surprise’ for U.S. Stocks – Bloomberg
How markets could react to Thursday’s ECB meeting – ing
Markets could suddenly turn and they don’t even need a trigger, Nobel-winning economist Shiller says – cnbc
Fitch: Greek Banks Still Face Multiple Challenges – fitch

Sellers Want to Sell, Buyers Want to Buy: The Emerging Bond Boom – Bloomberg

Germany’s DAX jumps to record high as U.S. shutdown ends – Marketwatch

Cash Squeeze Inverts India’s Corporate Bond Yield Curve – Bloomberg
Are the ECB’s choices understandable? – Natixis – fxstreet
Beijing’s Population Is Shrinking, and China Is Fine With That – Bloomberg
BoJ brought mixed fortunes for JPY – Rabobank – fxstreet
Another Bank of Japan meeting has come and gone without ruffling the market’s feathers – businessinsider
Why Trump Is Taxing Solar Panels Imported by U.S. – Bloomberg
US bonds now yield more than stocks for the first time since 2008 – businessinsider
US stocks just did something never seen before — again – businessinsider



Monday 01/22 – IMF raises 2018 Global Growth

Markets mixed ahead of Davos meeting and latest growth forecasts- business live – guardian

SEC is scrutinizing overnight blockchain companies: chairman – Reuters
Russian Billionaires in Bond-Market Sprint as U.S. Lists Elites – Bloomberg
Why the I.R.S. Fears Bitcoin – nyt
GE Profit Forecast Is at Risk From Power, Finance Problems – Bloomberg
Yen and Bond Traders Split on Whether the BOJ Will Taper in 2018 – Bloomberg
Trump Taxes Solar Imports in Biggest Blow to Renewables Yet – Bloomberg
Netflix subscriber growth beats on strong original programming – Reuters
This is the calmest stock market rally in history – cnn
Dow surges more than 130 points to record, erasing earlier losses as Senate reaches deal to end shutdown – cnbc
Senate Votes On 3-Week Spending Stopgap As Democrats Strike A Deal – Zerohedge

IMF Raises 2018 Global Growth Forecast, Partly on U.S. Tax Cuts – Bloomberg

Recent ‘Odd’ Market Moves May Be a Warning Sign for Stocks – Bloomberg
China’s Housing Market Is Like a Casino. Can a Property Tax Tame It? – nyt
This Rare Bear Who Called the Crash Warns Housing Is Too Hot Again – Bloomberg
Why a slowdown in cash-flow growth is bad news for stocks – Marketwatch
The Global Economy Is Doing Just Fine, But the Davos Elite Is Worried – Bloomberg

Drama in DC Damages Dollar – bk

ECB Reshuffle Kicks Off as States Hold Fire for Future Posts – Bloomberg
Merkel Closes in on Fourth Term With Her Familiar Coalition Ally – Bloomberg
UBS swings to loss after hit from U.S. tax reform – Marketwatch

Citibank is getting worried about the rally in US stocks – businessinsider
Five Things You Need to Know to Start Your Day – Bloomberg
Shutdown Extends Into Third Day as Senate Fails to End Impasse – Bloomberg
Daily Briefing: Reprieve for Merkel as SPD say ‘Yes’ – Reuters
Morgan Stanley is unconvinced US bonds are on the verge of a bear market – businessinsider
China’s Biggest Electric-Car Maker to List in $4.5 Billion Deal – Bloomberg
Frontrunning: January 22 – Zerohedge
Hong Kong Takes Title for Least Affordable Housing for 8th Year – Bloomberg
Asian markets unfazed by U.S. government shutdown – Marketwatch
OF COURSE governments won’t give up control of money – that’s why crypto is crashing – businessinsider
Oil rises as Saudi Arabia says producers will cooperate beyond 2018 – Reuters
The rapid slowdown in Chinese property price growth, in one chart – businessinsider
Government shutdown continues; next vote at noon Monday – Marketwatch

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