Monday's News Links

[BloombergQ] U.S. Stocks Turn Higher; Treasuries, Dollar Drop: Markets Wrap

[Reuters] European stocks hit 22-month low as Saudi tensions swirl

[Reuters] Oil prices rise amid Saudi tensions, but demand outlook drags

[BloombergQ] Trump Threatens Another Round of China Tariffs

[Reuters] Retail sales edged up in Sept amid the biggest drop in spending at restaurants and bars in nearly 2 years

[CNBC] Sears files for bankruptcy; Eddie Lampert steps down as CEO

[BloombergQ] El-Erian: Global Economic Leaders Point to Mounting Risks

[CNN] Silicon Valley wrestles with Saudi Arabia ties

[BloombergQ] JPMorgan Expects `Late-Cycle Vulnerabilities' as Yields Advance

[Reuters] Bavaria election shakes Merkel's coalition, far-right rejoices

[Reuters] EU says banks have big buffer shortfall as market conditions worsen

[BloombergQ] China Is the Climate-Change Battleground

[CNBC] Trump 'immediately sending' Pompeo to meet Saudi king as outcry grows over missing journalist Jamal Khashoggi

[WSJ] U.S. Stocks Have Been an Anomaly in Global Markets. Not Anymore.

[WSJ] Small Caps Become Latest Winning Trade to Collapse

[WSJ] Investors’ Curious Comfort With Junk Bonds

[WSJ] IMF Shows Risks in China’s Debt Markets as Global Popularity Booms

[WSJ] The Bad Trade-Offs Emerging Markets Face

[FT] ETF industry’s record-breaking growth streak in danger of ending

[FT] Investors bet against Italian debt as budget fears intensify

[FT] Brussels gives UK 24-hour Brexit deadline

Sunday Evening Links

[Reuters] Asian shares slip on lingering trade, U.S. rates worries

[BloombergQ] Stock Slump Resumes in Asia; Pound Drops, Oil Up: Markets Wrap

[Reuters] Italian cabinet due to approve budget as EU, markets fret

[CNBC] Why international pressure against Saudi Arabia could 'escalate very quickly' and bring pain for everyone else

[Reuters] China property market feels fresh chill, 'winter' is coming

[BloombergQ] A Decade From Crisis, Banks Face Risks From Italy to Trade Wars

[BloombergQ] BOE’s Carney Warns Against ‘Weaponization’ of Financial Assets

[NYT] Sears, the Original Everything Store, Nears a Bankruptcy Filing

[WSJ] Merkel’s Allies in Bavaria Hit With Worst Election Showing Since 1950

Sunday's News Links

[Reuters] Saudi stocks plunge 7% on Khashoggi fallout; biggest drop since 2014

[BBC] Merkel's Bavaria ally CSU suffer 'massive losses'

[Reuters] White House adviser Kudlow plays down stock market drop

[Reuters] U.S. to seek currency chapters in trade talks with Japan, others: Mnuchin

[Reuters] PBOC preparing for all risks in currency policy, governor tells Bloomberg

[Reuters] 'Innocent bystanders': Emerging economies struggle to contain capital outflows

[Reuters] Saudi threatens to retaliate against any sanctions over Khashoggi disappearance

[Reuters] Bundesbank chief sees reducing chance that U.S.-China will escalate trade conflict

[Reuters] Merkel's Bavarian allies brace for bruising in state election

[WSJ] Tariffs Hit Those Trump Wants to Help: U.S. Factories

[FT] Italy’s defiant budget challenges EU’s rule book