Thursday, August 23, 2018

Thursday Evening Links

[CNBC] Asia mixed in early trade as US-China tariff talks end with no breakthrough

[Reuters] Wall St. falters as trade worries weigh

[Reuters] U.S. 5-year TIPS sold at highest yield since 2009

[Reuters] U.S.-China trade talks end with no breakthrough as tariffs kick in

[Reuters] U.S. Senate passes massive spending bill for defense and domestic programs

[CNBC] The housing recovery isn't over, it just feels like it is

[BloombergQ] Why Trump Is Pressuring the Fed on Rates

[BloombergQ] A 1998 Paper May Yield Clues to Powell’s Themes for Jackson Hole

[BloombergQ] Active Managers Fall Further Behind the Indexes They Aim to Beat

[BloombergQ] Climate Change Has Already Hit Home Prices, Led by Jersey Shore

[WSJ] Chicago’s New Idea to Fix Its Pension Deficit? Take On More Debt

Thursday's News Links

[BloombergQ] Dollar Jumps Ahead of Jackson Hole; Stocks Mixed: Markets Wrap

[Reuters] Turkey says U.S. waging 'economic war', lira weakens

[Reuters] New home sales fall to 9-month low

[Reuters] U.S. jobless claims fall, point to labor market strength

[Reuters] U.S., China impose further tariffs, escalating trade war

[BloombergQ] China Policy Levers Jammed in Trump’s Flip-Flop World

[Reuters] China's July grain imports plunge as tariffs on U.S. supplies bite

[Reuters] Fed's George sees more rate hikes, despite Trump: interviews

[CNBC] Fed's George says Trump isn't influencing her votes on rate hikes

[CNBC] Trump says the stock market would crash if he were impeached: 'Everybody would be very poor'

[BloombergQ] Turnbull Says He'll Only Step Down If Rivals Produce Signatures

[BloombergQ] Weidmann Says Time for ECB to Exit ‘Very Expansionary’ Policy

[Reuters] ECB hawk Weidmann sees chances dim of succeeding Draghi

[Reuters] Iran threatens to hit U.S., Israel after Trump aide warns of 'maximum pressure'

[NYT] A Brief History of Bull Markets, From Postwar Boom to Housing Bust

[WSJ] U.S. Seizes on Chinese Economic Vulnerability as Trade Talks Start

[WSJ] What to Watch for at Fed’s Jackson Hole Symposium

[WSJ] As Central Bankers Meet, Economic Uncertainties Weigh on Sunny Outlook

[WSJ] Short Squeeze Roils Wall Street’s Favorite Bond Trade

[FT] What to expect from Federal Reserve chair’s Jackson Hole speech

[FT] The tricky politics of being a central banker

[FT] ECB policymakers increasingly confident in inflation reaching target

[FT] Berlin reportedly ready to ditch ECB hopes in favour of EU top job