Monday's News Links

[Bloomberg] Global Stocks Gain With Dollar as Investors Count on Stimulus

[Bloomberg] Yen Drops Most in 2 1/2 Months on Abe’s Fiscal-Stimulus Plans

[Bloomberg] Japanese Shares Rally Most in Five Months on Stimulus Optimism

[Bloomberg] Asian Shares Jump With Won After U.S. Payrolls Boost; Oil Falls

[Nikkei] Abe to give order for new stimulus package

[Bloomberg] Japan's Banks Reinvent Misery

[Bloomberg] May to Succeed Cameron, Becoming U.K.’s 54th Prime Minister

[Bloomberg] One Big Small Bank Reason to Worry About U.S. Commercial Real Estate

[CNBC] BlackRock strategist warns of low returns, years of uncertainty and volatility

[CNBC] Goldman Sachs says dual rally in stocks and bonds make both expensive

[Reuters] Italian bank problems not an "acute crisis" - Dijsselbloem

[MarketWatch] French Fin Min urges support for Italy's banks

[FT] UniCredit leads renewed weakness for Italian banks

[FT] Italian banks: Essential repairs

[WSJ] Black Hole of Negative Rates Is Dragging Down Yields Everywhere

[NYT] Can We Ignore the Alarm Bells the Bond Market Is Ringing?

[BBC] The submarines and rivalries underneath the South China Sea

Sunday Evening Links

[Bloomberg] Asian Stocks Climb After U.S. Payrolls as Japan Leads Advance

[Bloomberg] Will Brexit Spark a Constitutional Crisis in the U.K.? Q&A

[Reuters] North Korea military threatens physical response against U.S. THAAD deployment

[WSJ] Beijing’s Defiance in the South China Sea

Sunday's News Links

[Bloomberg] G-20 Trade Ministers See Global Investment Falling Up to 15%

[Bloomberg] EU Banks Need $166 Billion, Deutsche Bank Economist Tells Welt

[Bloomberg] Abe Set to Expand Majority in Upper House Election: NHK

[Reuters] China's soft inflation, grim global outlook point to more stimulus

[Der Spiegel] The Waiting Game: Playing for Time After Brexit