Tuesday, May 1, 2018

Tuesday Evening Links

[Bloomberg] U.S. Industrials Slump as Factory Expansion Slows: Markets Wrap

[CNBC] Fed could surprise markets and change investors' minds on how many rate hikes are coming

[Bloomberg] Apple Beats Sales Estimates; Shares Rise

[CNBC] March home prices make their biggest jump in 4 years—and half of the biggest housing markets are now overvalued

[Bloomberg] Ross Softens Expectations for a U.S.-China Trade Deal This Week

[Reuters] Debt funds lever up as fund financing grows

[Bloomberg] Turkey Cut Deeper Into Junk by S&P on Risk of ‘Hard Landing’

[NYT] Europe Is Annoyed, Not Grateful, After Trump Delays Tariffs

Tuesday's News Links

[Bloomberg] U.S. Stocks Start May Lower, With Eyes on Apple: Markets Wrap

[Bloomberg] Oil Slides While Traders Await Trump Decision on Iran Accord

[Reuters] Fed likely to keep rates steady; investors bet on June hike

[Reuters] Trump delays metal tariffs on Canada, EU, Mexico, exempts some others

[Bloomberg] Forget 3%. That Amazing Bull Run in Treasuries Ended Years Ago

[Bloomberg] These Assets Are in Firing Line If Treasury Yields Rise Further

[Reuters] February volatility 'hurricane' upended VIX-linked trading

[Reuters] Senator Rubio says US workers get little benefit from tax reform: Report

[NYT] White House Considers Restricting Chinese Researchers Over Espionage Fears

[FT] Federal Reserve increases pace of balance-sheet reduction

[FT] Wrongfooted dollar traders brace for Fed hawkishness

[FT] New correlations spell concern for bond and equity investors

[FT] The AI arms race: China and US compete to dominate big data

[FT] Has economics failed?