Monday, June 24, 2019

Monday Evening Links

[Reuters] S&P 500 slips as healthcare drags, investors eye G20 summit

[CNBC] Fed’s Kaplan says it’s ‘too early’ to decide if interest rates need to be cut

[Reuters] U.S. tariffs on China-made consumer tech goods seen cutting sales, delaying upgrades

[Reuters] Trump signs executive order slapping ‘hard-hitting’ sanctions on Iran over drone shootdown

[Reuters] U.S. business borrowing for equipment rises 18% in May: ELFA

[Reuters] Russian air force plane lands in Venezuela: witness, website

[Bloomberg] Fed's Kaplan Says He's ‘Concerned’ a Rate Cut May Fuel Imbalances

[Bloomberg] A Third Fed Factory Gauge Unexpectedly Weakens as Outlook Dims

[NYT] The Economy Is About to Hit a Record. Trump Says the Fed ‘Blew It’

[WSJ] Tweets, Trade and the Fed Now Have Markets Moving in Packs

[WSJ] A Leader of America’s Fracking Boom Has Second Thoughts

[WSJ] Investors Play Offense With Defense-Focused Stocks

[FT] US ‘junk’ groups rush to sell bonds as borrowing costs fall

[FT] Turkey senses growing national challenge to Erdogan

Monday's News Links

[AP] World shares mixed ahead of Trump-Xi meet at G-20 summit

[Reuters] Gold rises above $1,400 on cenbank stimulus hopes, U.S.-Iran tensions

[Reuters] Oil up on U.S.-Iran tensions but demand concerns cap gains

[Reuters] China says both U.S., China should make compromises in trade talks

[Yahoo/FT] China’s small bank blow-up darkens economic outlook

[Reuters] Trump says Fed 'doesn't know what it is doing': Twitter

[Reuters] German business sentiment lowest since November 2014: Ifo

[Reuters] China says will not allow Hong Kong issue to be discussed at G20 summit

[Reuters] Russia warns of repeat of 1962 Cuban missile crisis

[SCMP] Is the G20 Destined to Fade Into Irrelevance in a Leaderless World - Courtesy of Donald Trump?

[Bloomberg] Stock Investors Torn as Defensive Bets Go `Absolutely Parabolic'

[NYT] For Erdogan, the Bill for Turkey’s Debt-Fueled Growth Comes Due

[WSJ] Markets Move Together as Trade and Central Banks Dominate

[WSJ] China’s Money-Markets Strains Ease, but System Is Still Vulnerable to Shocks

[FT] Is the dollar’s star power waning?