Wednesday's Links

[Reuters] Wall St. pares losses after Trump decides to delay auto tariffs

[Reuters] Global stocks bounce fades on grim China data, Italy woes

[Reuters] China lowers yuan mid-point to weakest level in 4-1/2 months

[Reuters] Trump expected to delay auto tariffs decision by up to six months: officials

[CNBC] Retail sales declined in April, missing expectations

[Newsweek] U.S. State Department Evacuates Diplomats From Iraq as Iran Tensions Mount

[CNBC] Mortgage applications slightly lower despite three weeks of falling rates

[AP] China voices strength, pushes nationalism around trade war

[Reuters] China April industrial output cools, retail sales growth falls to 16-year low as trade risks rise

[Reuters] China's April property investment resilient but sales growth moderates

[Reuters] No easy options for China as trade war, U.S. pressure bite

[CNBC] Steve Bannon: There is ‘no chance’ Trump is going to back down in the China trade war

[Reuters] Exclusive: Trump expected to sign order paving way for U.S. telecoms ban on Huawei

[Reuters] U.S. lawmakers want to tighten visas for Chinese students, researchers

[Reuters] Iran will defeat the American and Israeli alliance: Iranian defence minister

[Reuters] Brazil economic activity shrinks in March, Q1 - central bank index

[Bloomberg] Italy Rocks European Bond Markets Over Its Deficit Once Again

[Bloomberg] Trump Suggests Fed ‘Match’ China in Any Aid on Trade-War Impact

[Bloomberg] China's Xi Calls Efforts to Reshape Other Nations ‘Foolish’

[Bloomberg] China’s Economy Was Losing Steam Even Ahead of Trump’s New Tariffs

[Bloomberg] Trade War May Spur China to Sell Treasuries as Yuan Tumbles

[Bloomberg] Japan's ‘Mistakes’ Could Give China Pause on an FX Pact With U.S.

[Bloomberg] Rich Asia Investors Face Rising Risk in Leveraged Bond Funds

[Bloomberg] The Spectacular Implosion of Dr. Cho’s ‘Nefarious Network’

[Bloomberg] A Flood of Toxic Loans in China Is a Bonanza for Debt Buyers

[NYT] Trump’s Tariffs, Once Seen as Leverage, May Be Here to Stay

[NYT] Skeptical U.S. Allies Resist Trump’s New Claims of Threats From Iran

[WSJ] China’s Economy Was Losing Steam Even Before Trump’s New Tariffs

[WSJ] Iran Accuses U.S. of Framing It for Tanker Sabotage to Provoke Conflict

[WSJ] San Francisco Limits Office Space. That’s a Problem for Tech Firms

[FT] Chinese dream readjusted: Why uncertainty dims aspirations

[FT] China’s African swine fever outbreak set to hit US farmers

[FT] Claude Monet’s ‘Haystack’ sells for $97m at Sotheby’s auction

Tuesday Evening Links

[Reuters] Wall St. rebounds as U.S.-China trade rhetoric cools

[Reuters] Oil prices rise over 1% on drone attack on Saudi Aramco facilities

[CNBC] Chinese state media touts ‘5,000 years of trials and tribulations,’ gearing up for a long trade war

[Reuters] Trump: No collapse in China trade talks, tariff war 'a little squabble'

[AP] US targets $300B of Chinese goods for new tariff hikes

[CNBC] Fed’s Esther George says there’s no need for a rate cut even with the trade threat looming

[Reuters] U.S. mortgage delinquencies rose in first quarter from 18-year low at year-end -MBA

[Reuters] U.S. GDP growth based 'exclusively' on government, corporate and mortgage debt: Gundlach

[Reuters] Brazil to cut 2019 GDP forecast below 2% as fiscal picture worsens

[Bloomberg] Salvini Says Italy Could Break EU Debt Rules to Boost Employment

[Bloomberg] Fed’s George Warns Rate Cut Could Lead to Bubbles and Recession

[Reuters] Saudi Arabia oil facilities attacked, U.S.-Iran tensions flare

[Reuters] Trump denies U.S. plan to send 120,000 troops to counter Iran threat

[NYT] Why the U.S.-China Trade War Could Be Long and Painful: No Off-Ramps

[NYT] In China, Some Fear the End of ‘Chimerica’

[WSJ] U.S. Tariffs Knock Chinese Yuan

[WSJ] China Could Lose Face, Get Rich From a Trade Deal

[FT] Trump calls on Fed to help win the trade war

[FT] Iran and the US risk igniting the Middle East tinderbox