Thursday Evening Links

[Reuters] Wall Street gains on strong earnings, tech resurgence

[CNBC] Amazon jumps after smashing earnings

[Bloomberg] Mnuchin's Treasury Poised to Rev Up Supply as Budget Gap Widens

[Reuters] White House adviser Kudlow says China trade talks 'long process'

[CNBC] With debt at $21 trillion and growing, ratings agencies still give US highest marks

[Reuters] Understanding Kim: Inside the U.S. effort to profile the secretive North Korean leader

[NYT] Mexican Election Could End the Welcome for U.S. Oil Giants

[FT] Resurgent dollar hits EM carry trade favourites

[FT] Chinese and US bond yields converge