Thursday's News Links

[Bloomberg] Stocks Rebound as Trade Fears Recede; Bonds Slide: Markets Wrap

[Bloomberg] U.S. Trade Gap Widens for Sixth Month Ahead of Trump Tariffs

[Bloomberg] China's Rapid Response to Tariffs Raises Treasuries Risk, for Some

[CNBC] Fear of 'disastrous situation' in farm economy as China targets huge US soybean business

[Reuters] China says it never backs down in the face of threats after trade salvos with U.S.

[Reuters] China, holding Treasuries, keeps 'nuclear option' in U.S. trade war

[CNBC] JP Morgan's Dimon says the market may be underestimating the chance that Fed will have to act more quickly

[Bloomberg] A Wild Ride Is the New Normal for U.S. Stocks

[Bloomberg] Libor Is Hurting Japan's Appetite for Foreign Assets

[Bloomberg] Rate Hike in Japan Is Likely Within a Year: Former BOJ Executive

[WSJ] The Big Risk of a Trade War: Inflation

[WSJ] Tariff Showdown Shifts to Intense Negotiation Period

[WSJ] Rising Interest Rates Squeeze Homeowners’ Budgets

[FT] Mixed message from White House on China trade thaw

[FT] The looming US-China trade war

Wednesday Evening Links

[Bloomberg] Stocks Bounce Back From Trade Tremors, Bonds Fall: Markets Wrap

[Bloomberg] U.S. Leaves Door Open to China Talks Amid Trade-War Fears

[Bloomberg] Fed Officials Warn That Tariff Brawl Clouds Interest-Rate Path

[Reuters] U.S. options hedging muted even as stocks approach February lows

[CNBC] Gundlach betting against stocks because of bond yields and bitcoin

[Bloomberg] Hedge Funds Remain Very Bullish on Tech, Morgan Stanley Says

[NYT] The United States is Starting a Trade War with China. Now What?

[WSJ] Tariff Showdown Shifts to Intense Negotiation Period

[FT] The dangerous game of Sino-American tit-for-tat