Weekend 02/18 & 02/19
Barclays: “Equities Rushed To Price In The Reagan 1986 Tax Cuts Before Crashing In 1987”- Zerohedge
“There’s Something Weird Going On”: Jeff Snider On The Global Dollar Shortage – Zerohedge
Goldman: Investors Will Soon Realize They Were Too Optimistic – Zerohedge
Merkel Says There Is A “Problem” With The Euro, Blames Mario Draghi – Zerohedge
Norway Central Banker Warns Of Massive 50% Drop In Wealth Fund Assets To Cover Budget Deficits – Zerohedge
Kyrgyzstan’s Central Bank Urges Citizens To Own Gold – Zerohedge
11 Deeply Alarming Facts About America’s Crumbling Infrastructure – Zerohedge
Another Bear Throws In The Towel: “Canada’s Most Famous Investor” Closes Bearish Hedges After Huge Loss – Zerohedge
Friday 02/17
Why Hitting 2% Real GDP Growth Is Key For US Corporate Profits – Zerohedge
A sign investors have grown bolder: They’re ‘going long’ for the first time in a year – Marketwatch
Dow Dragged Lower By UnitedHealth After Government Sues Largest US Health Insurer – Zerohedge
Credit card users rack up over $1 trillion in debt – cnbc
The Shipping News Suggests Reflation Is Real – Bloomberg
Fund company files for first-ever marijuana-based ETF – Marketwatch
U.K. Retail Sales Unexpectedly Decline as Inflation Bites – Bloomberg
Emerging-Market Investors Fearless of Fed With Growth in Focus – Bloomberg
The Most Attractive Market Picks as Funds Flow Back to Asia – Bloomberg
Samsung heir Lee Jae-yong arrested on bribery charges – Μarketwatch
Allianz to lift dividend, launch €3 bln buyback – Μarketwatch
Thursday 02/16
World stock markets hit record highs – business live – guardian
Philly Fed Explodes To 33-Year Highs – A 10-Standard-Deviation Beat – Zerohedge
A stock market crash is a way off, but this boom will turn to bust – guardian
Should Farmers Fear Trump? – Bloomberg
Atlanta Fed’s Q1 ‘GDP Now’ – barrons
GREENSPAN: The US cannot afford to spend on infrastructure like it wants to because it’s not on the gold standard – businessinsider
Industrial Revolution Comparisons Aren’t Comforting – Bloomberg
Gold investors smell a rat in this ‘animal spirits’ market — this is why – Μarketwatch
World stocks ride to record high, dollar retreats – Reuters
Italy Approves $21 Billion Fund to Shore Up Its Troubled Banks – Bloomberg
The reflation trade is back on – Marketwatch
Greece’s Little-Traded Bonds Matter for European Credit Markets – Βloomberg
Spanish, French Bonds Jump After ECB Sees “Room For Trade Off On Capital Key” – Zerohedge
China Reserves Falling Below $3 Trillion Won’t Threaten Rating: S&P – Bloomberg
Snapchat parent Snap sees IPO priced between $14.00 and $16.00 per share – cnbc
Atomico closes $765 million tech venture fund, Europe’s biggest – Reuters
China’s Record Global Buying Spree Wanes Amid Capital Flow Curbs – Bloomberg
Wednesday 02/15
Industrial Production Tumbles Most In 10 Months – Zerohedge
Empire Fed Survey Soars To 30-Month Highs (Despite Slump In ‘Hope’) – Zerohedge
Retail Sales in U.S. Climb More Than Forecast in Broad Advance – Bloomberg
No More Waiting: Inflation May Have Already Hit Fed’s Target – Bloomberg
Consumer Prices in U.S. Increase by Most Since February 2013 – Βloomberg
Consumer Prices Surge At Fastest Pace In 5 Years As Real Wages Tumble – Zerohedge
Money managers no longer hate gold, saying it’s undervalued – Marketwatch
Biggest EU Banks Embark On The Mother Of All Debt Binges – Zerohedge
2017: A make-or-break year for Europe, and off to a fast start – cnbc
Headline UK employment rose to a new high at the latest reading – businessinsider
Greece’s Euro Membership Looks Vulnerable Again – Bloomberg
This is What Happens in Inflation’s Year-Long Afterlife – Bloomberg
Nikkei, other Asian markets jump on Yellen’s bullish comments – Μarketwatch
Goldman Warns of China Economy Risks During Year of the Rooster – Bloomberg
SoftBank of Japan Will Buy U.S. Private Equity Giant Fortress – nyt
Paulson Trimmed Stake in SPDR Gold as Soros Sold Barrick – Bloomberg
Hedge Funds Boost Financials, Trim Tech and Other 13F Highlights – Bloomberg
Tuesday 02/14
German economy misses expectations as GDP rises by 0.4% – business live – guardian
AIG posts bigger loss, adds $3.5 billion to buyback program – Reuters
As bulls overrun Wall Street, one bank sees S&P 500 at 3,000 by 2019 – Marketwatch
America’s CEOs Have Never Been More “Optimistic” – ZeroHedge
BAML: This is the most overcrowded trade – businessinsider
China Just Created A Record $540 Billion In Debt In One Month – ZeroHedge
Why Millennials Aren’t Moving — and Why That’s a Problem – nbc
Bank Stocks, Dollar, & Yields Surge After Yellen Warns “Waiting Too Long To Hike Is Unwise” – Speech Highlights And Live Feed – ZeroHedge
Fed’s Lacker calls for ‘significantly higher’ interest rates – Marketwatch
US Producer Prices Spike Most Since September 2012 As Energy Costs Soar – ZeroHedge
The Chart That Should Worry Janet Yellen The Most – ZeroHedge
Banks Rejuvenate Maple Bond Market as Fund Managers Cry for More – Βloomberg
Morgan Stanley says the worst is over for plunging Under Armour shares – cnbc
Mnuchin G-20 Debut Clouded as U.S. Unspools World Currency Pact – Bloomberg
Global inflation is reawakening to test central banks and markets – cnbc
Euro-Area Growth Misses Estimate as Germany, Italy Disappoint – Bloomberg
UK inflation highest since June 2014 – bbc
German Growth Accelerates Less Than Forecast Amid Trade Drag – Bloomberg
Templeton Sees Dollar Near 125 Yen Amid `Political Boredom’ – Bloomberg
Greece is getting Rothschild to fight its corner – businessinsider
Bond traders fear Janet Yellen is planning a ‘St. Valentine’s Day Massacre’ – Μarketwatch
Credit Suisse to cut 5,500 jobs in 2017 after $2.4 billion full-year loss – Reuters
Pimco to Investors: Don’t Underestimate the Chance of a Fed Mistake – Bloomberg
Japan Dec Industrial Production Climbs More Than Estimated – businessinsider
China Factory Prices Surge Most Since 2011, Boosting Reflation – Bloomberg
Flynn Resigns as Security Adviser Over Russia Contacts – Bloomberg
Monday 02/13
Markets rally as ‘Trump effect’ returns after Abe summit – business live – guardian
Apple Shares Hit Record Close on Optimism for Next iPhone – Bloomberg
Goldman Had 600 Cash Equity Traders In 2000; It Now Has 2 – ZeroHedge
Fund flows: 2016 in review – fidelity
A Top Bond Strategist Looks at Stocks and Recoils – Bloomberg
FRANCE VOTE: Q&A on French Presidential Election – mni
China’s Key Benchmark Turns Into Guessing Game. Here Are Some Clues – Bloomberg
Brexit immigration cuts could force Brits to work for a lot longer and possibly for smaller pensions – businessinsider
Deutsche AM Multi-Asset Funds Cut Europe Holdings to Record – Bloomberg
Putting Global Winners in Perspective – wisdomtree
Analyst Warns That Bulls Are Bound to be Disappointed by Trump’s Tax Plan – Bloomberg
The Status Quo Would Be Better Than Trump for Growth: Goldman – Bloomberg
Fitch: Programme Review Underpins Greek Sovereign Assessment – fitchratings
Pound Drop Boosting Corporate Profits Over U.K. Economy: Chart – Bloomberg
Debt crisis 2.0? Worries return to Europe as ECB could be forced to continue with stimulus – cnbc
Euro-Area Inflation to Recede in 2018 as Oil Effect Wanes: Chart – Bloomberg
Why JPMorgan Is Bearish On The Dollar – barrons
Key Events In The Coming Humphrey-Hawkish Week – Zerohedge
Saudi Arabia Tells OPEC It Cut Oil Output by Most in Eight Years – Bloomberg
Things Might Be OK If Trump Borrows From Abe – Bloomberg
Brexit’s Hit to Growth Will Be Milder Than Expected, EU Says – Bloomberg
German Wholesale Prices Soar 4%, Biggest Jump Since October 2011 – Zerohedge
Italy’s Strongest Bank Is Harming Itself – Bloomberg
Marine Le Pen’s anti-euro plan will ‘cost France €30 billion a year’ – businessinsider
Rights Group Says Pakistan Forcing Afghan Refugees Home – Bloomberg
Global Markets Begin Week on a Positive Note – wsj
China Central Bank Resumes Reverse Repo Sales After Six-Day Halt – Bloomberg
ANZ: There’s a ‘synchronised upswing’ underway across the global economy – businessinsider
NO SLIPPAGE: Standard and Poor’s warns what could trigger a downgrade to Australia’s credit rating – businessinsider
Yellen Unlikely to Rule Out March Hike in Capitol Hill Testimony – Bloomberg
Japan’s economy slows in Q4 on flat spending – Marketwatch
Chinese commodity futures are still going nuts, led yet again by iron ore – businessinsider
These Countries Could Be Trump’s Next Trade War Targets – Bloomberg
IMF’s Lagarde says worried about European elections – Reuters