Monday, May 21, 2018

Monday Evening Links

[Reuters] Wall Street advances on trade war truce; Russell 2000 hits record

[Reuters] U.S.'s Mnuchin: 'Significant' issues remain over NAFTA

[CNBC] Trump advisor Larry Kudlow: Tariffs are still on the table as a tool in China talks

[Reuters] Fed's Bostic repeats U.S. close to Fed's inflation, employment goals

[CNBC] Goldman Sachs: The fiscal outlook for the US 'is not good'

[BloombergQ] Europe's Italian Problem Is Bigger Than Brexit

[BloombergQ] In Italy, a Novice Premier May Face Rival Puppet-Masters

[BloombergQ] Steve Bannon Condemns Mnuchin's Trade Truce as China Giveaway

[Reuters] U.S. toughens stance on Iran, lists sweeping demands

[NYT] Is Capital or Labor Winning at Your Favorite. Company? Introducing the Marx Ratio

[FT] Fitch warns over Italian populists’ impact on debt levels

Monday's News Links

[Reuters] Stocks rally after Mnuchin says Sino-U.S. trade war 'on hold'

[BloombergQ] Italian Assets Slump Again as Ripples Spread Across Europe

[Reuters] Italian bonds sell off as 5-Star, League inch toward government

[BloombergQ] Lira Leads Selloff as Dollar Hits Every Emerging-Market Currency

[CNBC] Mnuchin: We've made 'very meaningful progress' with China on trade issues

[BloombergQ] Mnuchin Urges Antitrust Review of Big Tech After Google Report

[BloombergQ] U.S.-China Trade Truce May Be Fleeting as Tensions Linger

[BloombergQ] No Experience Is No Drawback for Top Italy Premier Candidate

[Reuters] China will 'actively and steadily' deleverage, tackle risks: sources

[Reuters] BOJ wins approval for dropping its inflation target timeframe

[Reuters] CEFC Shanghai International defaults on $327 mln in bond payments

[BloombergQ] Shut Up, Investors Told, as Argentina Unleashes Crisis Crackdown

[BloombergQ] `God Help Turkey,' Says Brokerage as Lira Goes Into Meltdown

[BloombergQ] Bank Indonesia to Step Up Intervention as Currency, Bonds Slide

[BloombergQ] India’s Forex Reserves Slide On RBI Intervention

[WSJ] Rising Dollar Sparks Tumult in Emerging Markets

[FT] Italian assets hit hard by political risk over new government

[FT] Short-term US bond yield surpasses longer-dated peers

[FT] Chinese crunch on foreign deals threatens premium asset prices

[FT] Reputation of hedge funds is hacked back hard