Wednesday's News Links

[BloombergQ] Treasuries Drop Before Fed; Trade Weighs on Stocks: Markets Wrap

[CNBC] US 10-year Treasury yield hits 3% for first time since June after strong payrolls data

[Reuters] U.S. yields rise as government ratchets up borrowing

[CNBC] ISM manufacturing index hits 58.1 in July; construction spending down 1.1% in June

[CNBC] Private payrolls boom in July, increasing by 219,000 vs 185,000 estimate: ADP

[CNBC] Housing demand sees biggest drop in more than 2 years

[BloombergQ] U.S. Considers Higher Tariffs on $200 Billion in Chinese Imports

[Reuters] China vows retaliation if Trump slaps 25 percent tariff on $200 billion of Chinese imports

[BloombergQ] New Tariffs Loom as China Decries ‘Blackmail’

[BloombergQ] Volatility Is Back in Japan's Bonds as Traders Confront Kuroda

[BloombergQ] Double Down or Stealth Taper: BOJ Watchers Debate Kuroda's Move

[Reuters] Asian factories slow as China-U.S. trade conflict intensifies

[BloombergQ] Chinese Investors Flee Into Money Market Funds From Stocks

[BloombergQ] Australia House Prices Fall the Most in 7 Years

[BloombergQ] Hedge Fund's Humans Are Kicking Some Algo Behind

[BloombergQ] India Monetary Policy: MPC Hikes Rates For Second Straight Time

[WSJ] Trump Advisers Urge Raising Additional China Tariffs to 25%

[WSJ] China Won’t Be a Trade Pushover

[WSJ] Federal Reserve Likely to Keep Rates Steady

[WSJ] U.S. Defense Bill Seeks to Counter China

[FT] Japanese bond market jolted as traders test BoJ resolve

[FT] China shift to easing threatens to derail debt-cutting efforts

[FT] Stakes are high for passive funds after Faang sell-off

[FT] China manufacturing gauge softens to 8-month low

[FT] Tech tumbles test conviction trades of hedge funds

Tuesday Evening Links

[BloombergQ] Asia Stocks Rise, Japanese Bond Yields Head Higher: Markets Wrap

[Bloomberg/StraitsTimes] US plans higher tariffs on US$200 billion in Chinese imports

[Reuters] Industrials, tech lead Wall Street gains on renewed trade hopes

[CNBC] As the Fed meets, the specter of pressure from Trump and the market looms

[CNBC] Fed seen keeping interest rates on hold Wednesday, but there's a hot debate about where it could end hiking

[Reuters] U.S. retail sector rebound boosts workers' wages, executive bonuses

[NYT] As China’s Woes Mount, Xi Jinping Faces Rare Rebuke at Home

[FT] There are limits to the Bank of Japan’s defence of low rates