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Wednesday, January 10

10th Jan - Two-day bond sell-off leads to falling stocks

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Leonid Bershidsky: Europe Has Completely Turned the Tables on BrexitBB
Britain is paying for threatening to walk away from the EU without a deal.

Markets Turmoil On China Treasury Purchase Halt News – ZH
China Weighs Slowing or Halting Purchases of U.S. Treasuries – BB
Yields hit multi-month highs on report China may slow UST purchases – Reuters
"Did China Just Give US Assets A Lesson On Who's In Charge?" – ZH
China and US Treasuries – Marc Chandler
Bill Gross Goes Short Treasuries: "10Y Could Reach 2.8% By Year End" – ZH
The narrative behind the Treasury market sell-off – ABN AMRO
SocGen: "What Bond Bear Market? I'll Believe It When TIPS Are At 1%..." – ZH
Chinese Caution on U.S. Debt Clouds Financing for Trump’s Tax Cut – BB
Better places to sell – Kevin Muir

Is the VIX Being Gamed? A Sudden Swoon Has Traders Talking AgainBB
The volatility gauge took a quick tumble on morning of Dec. 20 * Futures tied to the gauge settled right around that time

Treasuries Traders Brace for the End of Three-Decade Bull MarketBB
Slump in global debt securities ebbs as Treasuries are steady * Markets to recover given interest in primary issuance: Mizuho

The Mystery of the Exiled Billionaire Whistle-BlowerNYT
From a penthouse on Central Park, Guo Wengui has exposed a phenomenal web of corruption in China’s ruling elite — if, that is, he’s telling the truth.

FirstFT Daily BriefingFT
Bannon out, West Wingers go west, hedge fund bonanza

Investors Prepare for Inflation, Skills Shortages Hamper U.K. Business

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Yen Short Squeeze Extended

Brussels PlaybookPolitico
Tusk’s full-frontal attack on Polish leadership — Trump stink bomb coming to Davos

Five Things You Need to Know to Start Your Day BB

Treasurys Tumble, Futures Slide On Report China "To Slow Or Halt" Treasury Purchases

Oil Completes Bottom; Bitoin Sinks Below $15K; Stocks Slow

Top 5 Things to Know in the Market


Aamukatsaus Nordea
Odotamme Norjan inflaation nousseen | Riksbank julkaisee pöytäkirjan | USA:n korot selvässä nousussa

Aamukatsaus Danske Bank

Työperusteinen maahanmuutto vielä kerranMatti Viren

Niinistö: Euroalueen ongelmat jatkuvat, mutta Suomen liittyminen ei ollut virhe

Teollisuus reilussa nousussa loppusyksyllä 2017Danske Bank