Monday, October 15, 2018

Monday Evening Links

[Reuters] Wall Street falls, dragged down by tech stocks

[Reuters] Safe havens rise on West-Saudi tension; world stocks fall

[Reuters] Treasuries-U.S. yields rise as supply weighs despite retail sales, geopolitics

[Reuters] Saudi Arabia preparing to admit Khashoggi was killed: CNN

[CNBC] US budget deficit expands to $779 billion in fiscal 2018 as spending surges

[Reuters] U.S. government posts widest deficit since 2012

[BloombergQ] Yellen Says Trump’s Criticism of Fed Policy Is Damaging and Unwise

[Reuters] Italy budget lowers pension age, has basic income for poor - ministers

[Reuters] Global FDI falls 41 percent in H1 2018 after Trump tax reforms - U.N.

[WSJ] U.S. Government Deficit Grew 17% in Fiscal 2018

[WSJ] Emerging-Markets Selloffs: This One Is Different

[FT] EC’s Tusk warns no-deal Brexit ‘is more likely than ever before’

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