Thursday, October 4, 2018

Thursday Evening Links

[Reuters] Wall St. ends down as bond yields rise further

[Reuters] Emerging Markets-Surging U.S. bond yields hit Latam currencies, stocks

[Reuters] Italy dismisses concern the EU will reject its budget plan

[Reuters] Investors pull most cash in 2 years from U.S. Treasury funds -Lipper

[CNBC] Booming US economy may soon be the 'strongest since 1999', Kevin Warsh says

[BloombergQ] U.S. Small-Business Fighting for Staff Push Pay Gains to Record

[CNBC] We may be in the early stages of a 'persistent rise' in interest rates, says Jim Grant

[Reuters] DoubleLine's Gundlach: 30-year U.S. Treasury signals higher bond yields

[BloombergQ] The Biggest Risk That Markets Ignore

[BloombergQ] The Untold Tale Behind Modi's Shock Takeover of a Risky Lender

[Reuters] U.S. vice president accuses China of campaign to undermine Trump

[Reuters] West accuses 'pariah state' Russia of global hacking campaign

[Reuters] Brazil presidential campaign ends with debate ahead of Sunday vote

[WSJ] You Should Worry More About Italy’s Bond Market

Thursday's News Links

[BloombergQ] U.S. Stocks Extend Losses, Treasuries Hold Steady: Markets Wrap

[Reuters] Dollar and global bonds track surge in Treasury yields, stocks sag

[BloombergQ] China's Holiday Week Only Gets Worse as Stocks Slump With Yuan

[Reuters] U.S. weekly jobless claims drop to near 49-year low

[BloombergQ] Powell Says Fed May Lift Rates to Levels That Restrain Growth

[Reuters] 'Complete insanity' of Italy debt plans may lead to huge restructuring -euro officials

[BloombergQ] The Bond Market Has Gone Soft

[CNBC] 'Irresponsible fiscal policy' is a major concern in the current political climate, says CIO

[CNBC] Chinese spy chips are found in hardware used by Apple, Amazon, Bloomberg says; Apple, AWS say no way

[BloombergQ] Get Ready For Trade War Pain to Spread Through Asia

[BloombergQ] Asia’s Private-Bank Party Is Good While It Lasts

[BloombergQ] Pimco Warns Australia's Property Slump Threatens Banks, Economy

[BloombergQ] The Easy Money Era Is Over in India 

[CNN] US Navy proposing major show of force to warn China

[Reuters] Pence to tell China: We will not be intimidated in South China Sea

[Reuters] Pentagon chief says Russian violation of key arms control treaty 'untenable'

[NYT] Private Businesses Built Modern China. Now the Government Is Pushing Back.

[NYT] Pence Speech to String Together a Narrative of Chinese Aggression

[WSJ] Anxiety Starts to Grow in Junk-Bond Market

[FT] Sovereign bond sell-off spreads worldwide

[FT] ECB retreat on easing ripples out to US bond market

[BloombergSub] The Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies