Tuesday, March 13, 2018

Tuesday Evening Links

[Bloomberg] Asia Stocks Set to Drop as Trump Shuffles Cabinet: Markets Wrap

[Bloomberg] Stocks Decline as Trump Cabinet Turmoil Deepens: Markets Wrap

[Reuters] Trump seeking tariffs on up to $60 billion Chinese goods; targets tech, telecoms

[CNBC] Trump considers indefinite tariffs, investment restrictions against China: Source

[Politico] Trump demands aides pump up anti-China tariffs

[Bloomberg] U.S. CEO Optimism Hits Record as Tax Cuts Boost Spending Plans

[Bloomberg] Higher U.S. Rates Now Threaten a Post-Crisis Refuge for Yield

[Bloomberg] BlackRock's Lowest-Cost ETFs Devour Almost Half of U.S. Flows

[Reuters] U.S. junk bonds exhibit stress, investors want stronger terms

[Bloomberg] Hedge Funds Seek Fixes to Credit Default Swaps After Being Stung by Loopholes

[Bloomberg] A $31 Billion Trading Halt Has Left HNA Investors Trapped

[Reuters] Russia says U.S. plans to strike Damascus, pledges military response

[WSJ] Ten Years After the Bear Stearns Bailout, Nobody Thinks It Would Happen Again

[WSJ] Pompeo Nomination for Secretary of State Signals Shift on Foreign Policy

Tuesday's News Links

[Bloomberg] Stocks Pare Gains After Tame Inflation Report: Markets Wrap

[Bloomberg] U.S. Inflation Picked Up in February Without Any Big Acceleration

[Bloomberg] Trump Fires Tillerson, Names CIA’s Pompeo as Secretary of State

[Reuters] Conservative commentator Kudlow a contender to replace Cohn: source

[Bloomberg] Sea Change Is Underway in Money Markets for Banks, Investors

[CNBC] Real estate economist: Home prices are increasing twice as fast as income growth

[CNBC] It’s the 9th inning of the bull market — and there’s no chance of extra innings, David Rosenberg warns

[Bloomberg] Why Investors Can't Afford to Ignore China's Central Bank

[Bloomberg] Bond Buyers Start Separating Weak, Strong Asia Dollar Debt

[Bloomberg] China Creates Super Regulator for $43 Trillion Finance Industry

[Bloomberg] China Unveils 'Revolutionary' Plan to Give Communist Party Even More Power

[Bloomberg] Central Banks Are Looking for New Ways to Meet Inflation Targets

[CNBC] Russian military threatens action against the US in Syria

[WSJ] Time to Fret About the Bet on Debt

[WSJ] Don’t Mistake Market Calm for Being Out of the Woods

[FT] China revamps bureaucracies as Xi tightens grip