Sunday, March 4, 2018

Monday's News Links

[Bloomberg] Stocks Rise on Speculation Trade Threat Overstated: Markets Wrap

[Bloomberg] Italian Markets Feel the Heat as Anti-Establishment Parties Surge

[Bloomberg] Trump Says No Mexico, Canada Steel Break Without Fair Nafta

[Bloomberg] Trump’s Tariffs: All the Latest Developments

[Reuters] Trump's tariffs set to dominate final day of NAFTA talks

[CNBC] The Fed is now entering the most difficult phase of monetary policy

[Bloomberg] Markets May Need to Buckle Up for Trade Tensions Over Long Haul

[Bloomberg] Easy Allocation Models ‘Doomed’ as Diversification Breaks Down

[Bloomberg] China Sets 2018 GDP Target at About 6.5% as Stability Push Intensifies

[Reuters] Italy's League, 5-Star vie for power after inconclusive vote

[Bloomberg] It Could Be Crunch Time for World's Third Most-Indebted Country

[Reuters] China warns Taiwan it won't tolerate separatist activities

[NYT] Dorm Living for Professionals Comes to San Francisco

[WSJ] Trump Links Planned Steel Tariffs to Nafta Renegotiation Effort

[WSJ] Trump Administration Beats Back Warnings on Tariffs

[WSJ] Italy Faces Political Paralysis After Populist Jolt

[WSJ] Credit-Card Losses Surge at Small Banks

[FT] Shadow banking grows to more than $45tn assets globally

[FT] Italy anti-establishment parties set for big gains

[FT] How the Middle East is sowing seeds of a second Arab spring

Sunday Evening Links

[Bloomberg] Asia Equity Traders Face Mixed Start; Euro Climbs: Markets Wrap

[CNBC] Italy looks like it's headed to a hung parliament — here’s what happens next

[Bloomberg] Live Now: Italy Parliamentary Election

[CNBC] A trade war would be painful for markets, but long-time bull Jeff Saut isn't heading into the bear camp

[Bloomberg] As China Presents Economic Plan, U.S. Trade Spat Raises New Risk

[Bloomberg] BOJ's Kuroda Joins Queue of Central Banks Looking Toward Exit

[Bloomberg] World's Best Performing Macro Hedge Fund Lost 16% Last Month

[WSJ] Europe’s Center Holds, but Just Barely

[FT] Berlusconi and Five Star battle for first place in Italy poll

Sunday's News Links

[Bloomberg] China to Hold Trade Talks With U.S. in Beijing as Tensions Rise

[Reuters] China says must control money supply to combat financial risk

[Bloomberg] China Plans Greater Economic Policy Coordination

[Reuters] Italians queue to vote in election seen ending in political gridlock

[Bloomberg] Italians Head to Polls as Populists Challenge Mainstream

[Reuters] Social Democrats sign up to new Merkel-led German government