[Bloomberg] Oil Climbs and Stocks Are Mixed as Risks Linger: Markets Wrap [Bloomberg] French Election Risk Reawakens as Bonds Drop, Volatility [...]

[Bloomberg] Asia Stocks Set for Gains as Profit Season Starts: Markets Wrap [Bloomberg] A Foreign Threat to U.S. Treasuries That Dwarfs Fed’s [...]

[CNBC] The Fed’s new frontier: What happens, why it matters and what could go wrong [Reuters] Chinese state media cheer Xi-Trump meeting, say [...]

For the Week: The S&P500 slipped 0.3% (up 5.2% y-t-d), while the Dow was about unchanged (up 4.5%). The Utilities added 0.3% (up 5.3%). The Banks [...]

[Bloomberg] Stocks Mixed, Bonds Pare Drop as Jobs Hit Fades: Markets Wrap [Bloomberg] Gold Rises to Five-Month High as Jobs Fizzle Adds to Demand [...]

  [Bloomberg] Stocks Pare Drop, Dollar Rises as Fed Effect Dims: Markets Wrap [Bloomberg] U.S. Jobless Claims Decline to a Five-Week Low of [...]

[Bloomberg] U.S. Stocks Rise on Jobs Data as Oil, Dollar Gain: Markets Wrap [Bloomberg] ADP Says Companies in U.S. Added 263,000 Employees in March [...]

[Bloomberg] Global Stocks Fall After Weak Car Sales, Yen Rises: Markets Wrap [Bloomberg] The Danger of a Sell-off in U.S. Stocks Grows [Bloomberg] [...]

[Reuters] Stocks start second quarter on firm note, U.S. policy in focus as Trump-Xi talks loom [Reuters] Dollar starts week on back foot, keeps [...]

[Bloomberg] Asian Stocks Poised to Nudge Higher; Euro Rises: Markets Wrap [Bloomberg] China Has Its Worst-Ever Start to a Year For Defaults [Reuters] [...]

[Bloomberg] PBOC Raises Interest Rates on Standing Lending Facility Loans [Reuters] Venezuela seeks to cool protests as court reverses Congress [...]

An intriguing first quarter. The year began with bullish exuberance for the Trump policy agenda. With the GOP finally in control of Washington, there [...]