Sunday, April 29, 2018

Monday's News Links

[Bloomberg] This Hedge Fund Trade Is Stirring Fresh Controversy in the CDS Market

[Bloomberg] U.S. March Consumer Spending Picks Up; Inflation Hits Fed Goal

[Reuters] U.S. annual inflation measures jump; consumer spending picks up

[Bloomberg] Here's How the EU Will Punch Back Against Trump Trade Tariffs

[Bloomberg] China's Economy Gives Little Sign of Slowdown as PMIs Hold Up

[Bloomberg] China Factory Gauge Holds Up as Services Exceed Estimates

[Reuters] China April official services PMI edges up to 54.8

[Bloomberg] This Hedge Fund Trade Is Stirring Fresh Controversy in the CDS Market

[Bloomberg] Jumping Mortgage Rates Further Tighten Debt Vise for Canadians

[NYT/CNBC] China Prepares a Hard-Line Stance on Trump’s Trade Demands

[NYT] U.S. Allies Brace for Trade War as Tariff Negotiations Stall

[WSJ] Growing Concern: Foreign Investors Lose Some Hunger for U.S. Debt

[WSJ] China and Dollar Test Emerging Markets’ Bull Run

[FT] Interest rate rises: when will the Fed act?

[FT] Oil at $75: the five factors driving the price

[FT] The yield curve’s signalling power isn’t what it used to be

[FT] Next liquidity crisis could be hiding in plain sight

[FT] Nordic noir: the outlook darkens for Sweden’s banks

Sunday Evening Links

[Bloomberg] Southeast Asian Stocks Are Set for Worst Rout Since '16

[Bloomberg] Treasury Yield Above 3% Dents Demand for Risk Assets

[Bloomberg] The ‘Father of ETFs’ Warns About the Dangers of Leveraged Funds

Sunday's News Links

[Reuters] Trump threatens government shutdown in September if there's no funding for wall

[Reuters] U.S. Secretary of State Pompeo stresses need for Gulf unity against Iran

[WSJ] Fed’s Interest-Rate Plans Come Under Pressure