Thursday, August 2, 2018

Thursday Afternoon Links

[Reuters] S&P 500 ends higher, driven by Apple, tech

[Reuters] China stands its ground after Trump amps up tariff threats

[CNBC] The Trump administration is headed for a gigantic debt headache

[CNBC] Goldman says U.S. may base tariff decisions on whether China's currency keeps falling 

[Reuters] Argentine monthly industrial output makes sharpest drop since 2002

[BloombergQ] Vancouver Suffers Its Worst July for Home Sales Since 2000

[FT] Trump zeroes in on China after trade truce with Europe

[FT] Central bankers teeter on a tightrope towards normalisation

[FT] US tech faces big risks from Trump’s China trade war

[BloombergSub] Hawkish Fed, Weak Yuan Signal More Trouble Ahead for Emerging Markets

Thursday's News Links

[BloombergQ] Stocks Slump as Trade Fears Return; Dollar Climbs: Markets Wrap

[Reuters] Trade tensions roil emerging stocks, U.S. sanctions hit Turkey

[Reuters] Italy's markets hurt by political worries, Poste Italiane

[Reuters] JGB yields brush 1-1/2-year high before easing, 10-yr sale awaited

[CNBC] China says it must retaliate against tariffs 'to defend the nation's dignity'

[BloombergQ] China Says It’s Ready to Retaliate on Latest U.S. Tariff Threat

[Reuters] China urges U.S. to 'calm down' in trade dispute, says its tactics will not work

[Reuters] Bank of England raises rates above crisis lows, signals no rush for next hike

[BloombergQ] U.S. Proposes Easing Auto Mileage Rules, California's Authority

[BloombergQ] China’s Empire Of Money Is Reshaping Global Trade  

[WSJ] U.S. Pressures China With Punitive Trade, Defense Measures

[WSJ] Treasury Yield Tops 3% Again

[FT] How Germany became Donald Trump’s European punchbag

[FT] Passive investing is storing up trouble

[FT] Italian bonds face heaviest rise in yield since June