Tuesday, June 18, 2019

Tuesday Evening Links

[Reuters] Trade optimism, dovish Fed bets power Wall Street rally

[Reuters] Oil soars 4% on hopes U.S.-China trade talks resume, Mideast tension

[Reuters] U.S., China rekindle trade talks ahead of Trump-Xi G20 meeting

[Reuters] White House considered demoting Fed's Powell: report

[CNBC] Trump on demoting Fed Chair Jerome Powell, day before rate decision: ‘Let’s see what he does’

[CNBC] Kudlow says the White House is not considering demoting Fed Chair Powell right now

[Reuters] Trump not taking action against Fed chair Powell -White House adviser

[The Hill] Why Washington won't address soaring deficits

[Bloomberg] Fischer Says Trump Rate-Cut Push Could Destroy Fed Independence

[Bloomberg] Huge Wall of Maturing Debt Looms for India's Shadow Lenders

[NYT] Global Economic Growth Is Already Slowing. The U.S. Trade War Is Making It Worse.

[WSJ] Trump, Xi to Have ‘Extended Meeting’ on Trade at G-20 Summit in Japan

[FT] The US and Iran are playing nuclear roulette in the Gulf

Tuesday's News Links

[Reuters] Wall Street higher on hopes of accommodative Fed

[Reuters] 'Super Mario' shock: euro slides, yields hit new lows

[CNBC] Global bond yields are cratering with French bond rates now at zero and the US 10-year back to 2.03%

[CNBC] 10-year yield drops to 2.03% ahead of Fed rate decision, lowest since Sept. 2017

[Reuters] U.S. housing starts fall, but prior months revised up

[Reuters] Draghi's stimulus hints put ECB in Trump's crosshairs

[Reuters] For Fed's Powell, a gap with markets and Trump may need explaining

[Reuters] China's home prices growth fastest in five months, raises policy challenge

[Reuters] Breakingviews - China infrastructure bump comes at steeper cost

[AP] Tensions rise as Iran speeds up enrichment, US sends troops

[Bloomberg] ECB Rate Cut Is Weapon of Choice as Draghi Threatens Action

[Bloomberg] Bond Investors Dust Off Crisis Playbook as Draghi Spurs QE Bets

[Bloomberg] U.S. Colleges Worry Trade War Imperils Flow of Chinese Students

[Bloomberg] China Home Price Growth Quickens as Buyer Demand Still Robust

[Bloomberg] RBA Says Further Rate Cut ‘More Likely Than Not’ in Period Ahead

[Bloomberg] Australia Mortgage Arrears Rise to 2010 Highs, RBA's Kearns Says

[WSJ] Warning Lights Are Flashing In China’s Money Market

[WSJ] Trump Administration Is Split Over Arms Sale to Taiwan

[WSJ] Private-Equity Firms Are Raising Bigger and Bigger Funds. They Often Don’t Deliver.

[WSJ] Real-Estate Stocks Rise To New Highs

[FT] Trade tensions weigh on Fed meeting this week

[FT] Real estate: post-crisis boom draws to a close

[FT] Taiwan stiffens resistance to China after Hong Kong crackdown