Thursday, July 12, 2018

Thursday Evening Links

[Reuters] Technology stocks, industrials boost Wall Street

[BloombergQ] U.S. Budget Deficit Jumps First Nine Months of Fiscal Year

[Reuters] U.S. government posts $75 billion deficit in June

[BloombergQ] Bond Traders Are Flummoxed by ‘Slumpflation’

[CNBC] The housing shortage may be turning, warning of a price bubble

[Reuters] Fed's escape from crisis holdings could hit dead end

[BloombergQ] Harker Says He's Comfortable If Inflation Overshoots Fed Target

[Reuters] U.S. accuses North Korea of U.N. sanctions breach, demands end to fuel sales

[NYT] Hedge Funds Should Be Thriving Right Now. They Aren’t.

[NYT] The New Toll of Student Debt in 3 Charts

[WSJ] China’s Effort to Control Debt Loses Steam

[FT] US Treasury market structure could pose systemic risk — report

[FT] Fed chair Powell predicts ‘significant’ boost for US economy

Thursday's News Links

[BloombergQ] Stocks Rally as Trade Nerves Settle; Yen Slides: Markets Wrap

[BloombergQ] China's Yuan Sinks Past Key Level, Will Test PBOC's Resolve

[Reuters] Consumer prices rise at the fastest pace in 6 years

[BloombergQ] Americans Burdened by Increasing Housing Costs, Slow Wage Gains

[BloombergQ] China, U.S. Hint at Chance for Talks After Trump's Tariff Threat

[Reuters] China says has not been in touch with U.S. about restarting trade talks

[CNBC] China slams 'US extortion tricks,' digs in heels as it vows to aid businesses hurt by tariffs

[CNBC] Fed official: 'We could end up getting behind if we don’t keep moving things up'

[Reuters] Goodbye inverted yield curve? Fed looks for alternative signals to guide policy

[BloombergQ] The Rout in Commodities Can No Longer Be Ignored

[BloombergQ] Merkel Rejects Trump's Link Between EU Trade, Defense Spending

[Reuters] As Trump amps up trade war, China plays nice with foreign investors

[WSJ] Chinese Yuan Steadies After Large Drop in Official Rate

[FT] Eurozone economy has strength to stomach QE withdrawal, says ECB

[FT] China and the world: how Beijing spreads the message

[FT] Bear market in eurozone banks signals growth challenge for region

[FT] Economic reform risks being the loser in Brazil’s election