Friday Afternoon Links

[Reuters] Wall Street gains as upbeat earnings trump trade jitters

[Reuters] Yields slide on rising U.S.-China trade tension

[Reuters] Speculative U.S. 5-year, 10-year T-note net shorts hit record highs -CFTC

[CNBC] There is 'zero' engagement between US and China as trade tensions escalate, official says

[BloombergQ] U.S.'s Kudlow Trash Talks China Calling It ‘Lousy Investment’

[BloombergQ] How U.S. Companies Are Coping With Inflation and Scarce Labor

[Reuters] China tariffs on LNG, oil aim at U.S. energy dominance agenda

[CNBC] Trump trade war will add $3,000 to price of some popular pickup trucks, minivans, Toyota says

[BloombergQ] Italy Starts Budget Talks as Investors Send Warning to Conte