Wednesday's News Links

[Bloomberg] European Stocks Slip With Oil as Fed Speculation Revives Dollar

[Bloomberg] Dollar Rises as Gold Declines Before Fed Minutes; Crude Slumps

[Bloomberg] Emerging Assets Drop as Fed Rate Concern Knocks Rally Momentum

[Bloomberg] Offshore Yuan Declines as Goldman Warns Capital Outflows Rising

[Bloomberg] Emerging-Stock Rally to Fizzle If History Is Any Guide: Chart

[WSJ] Withdrawals Plague Once-Mighty Hedge-Fund Firms Brevan Howard and Tudor

[FT] Irrational exuberance begins to surface in US stock market

[Bloomberg] Modi Sends Warning Shot to China, Pakistan on Territory Spat

Tuesday Afternoon Links

[Reuters] Wall St. slips after NY Fed head talks up rate hike

[Reuters] Investors cut cash, load up on EM and U.S. stocks: BAML

[Reuters] Hedge fund Tudor Investment lays off 15 percent of staff: source

[Reuters] Putin hints at war in Ukraine but may be seeking diplomatic edge

[FT] Easy money is a dangerous cure for a debt hangover

Tuesday Morning Links

[Bloomberg] Yen Strengthens Past 100 Per Dollar for First Time Since June 24

[Bloomberg] U.S. Stocks Decline With Treasuries After Dudley’s Rate Comments

[Bloomberg] Asian Stocks Decline as Japanese Shares Fall on Stronger Yen

[Bloomberg] Dollar’s Decline Reverberates as Emerging Markets Rise With Gold

[Bloomberg] Japanese Shares Slump, Yen Gains as Investors Keep Eye on BOJ

[Bloomberg] Hedge Funds Relinquishing Shorts as S&P 500 Hovers Around Record

[Bloomberg] U.S. Buyback Announcements Tumble to a 2012 Low

[Bloomberg] Housing Starts in U.S. Climbed to a Five-Month High in July

[Bloomberg] Dudley Says September Hike Is Possible, Markets Too Complacent

[Bloomberg] Gas Glut Upends Global Trade Flows as Buyers Find Leverage

[Bloomberg] Monetary Policy Makers Rethink the Rules, and Other Economic Must-Reads

[Nikkei AR] BOJ's negative rate policy still only halfway to intended results

[Bloomberg] After Losing $1 Trillion, Central Banks Build Reserves Again

[Bloomberg] Hedge Funds Are Losing Endowments After Exodus of Pensions

[Bloomberg]  Brexit Bulletin: Banks Already Plotting City Exodus

[WSJ] Central Banks Could Be This Market’s Pets.com

[WSJ] Soros Doubles Down on Bet Against the S&P 500

[WSJ] The Specter of an Accidental China-U. S. War