Thursday, July 6, 2017

Thursday Evening Links

[Bloomberg] U.S. Stocks Drop Most Since May, Bond Rout Worsens: Markets Wrap

[Bloomberg] Bond Wipeout Prompts U.S. Treasury Bulls to Rush for the Exit

[Bloomberg] Hawkish Central Bankers Spark a Debate About the End of Easy Money

[Bloomberg] Gundlach Sees More Pain for Bond Bulls as Hedge Funds Make Exit

[Bloomberg] Emerging Currencies Are in the Bull's-Eye as More Central Banks Signal Hikes

[Reuters] U.S. housing finance system 'unsustainable': Fed's Powell

[FT] ECB minutes stir debate over retreat from cheap money

[FT] ETF revolution is not without cost

Thursday's News Links

[Bloomberg] U.S. Stocks Retreat as Sovereign Bond Drop Deepens: Markets Wrap

[Bloomberg] Surge in German Bond Yields Triggers Fresh Rout in Global Debt

[Reuters] German bond yields hit 18-month highs on stimulus shivers

[Bloomberg] ECB Discussed Removing Easing Bias on Bond-Buying Program

[Bloomberg] The Flashpoints for World Leaders at the Hamburg G-20

[Bloomberg] U.S. Trade Gap Narrows as Exports Rise to Highest in Two Years

[Bloomberg] China Bond Defaults Work Wonders to Spur Pricing for Risk

[CNBC] China could export a recession to everyone else, says ex-IMF chief economist Kenneth 
Rogoff

[Reuters] French central bank chief warns of sovereign debt risk

[Bloomberg] Toronto Home Sales Drop Most in Eight Years

[WSJ] Fed Officials Ready to Start Shrinking Portfolio in Months

[FT] Clouds start to form over high-yield debt

[Reuters] Trump pledges to act on North Korean threat

[Bloomberg] China Demands India Leave Himalayan Plateau in Rising Spat

[Reuters] Exclusive: Kurdish YPG militia expects conflict with Turkey in northern Syria

[WSJ] U.S., Russia Spar Over Approach to North Korea Threat

[FT] Qatar crisis deepens after Arab states attack ‘negative’ Doha