Saturday, June 29, 2019

Sunday's News Links

[Reuters] China warns of long road ahead for deal with U.S. after ice-breaking talks

[Reuters] China's June factory activity shrinks faster than expected: official PMI

[Reuters] China's service sector activity grows at slower pace in June: PMI

[CNBC] ‘It’s a temporary timeout’: Trump and Xi agree to negotiations, but offer no clear path to end US-China trade war

[AP] Cease-fire in US-China trade war doesn’t bridge differences

[Reuters] Swine fever toll in China may be twice as high as reported, industry insiders say

[Bloomberg] Trump Says U.S. ‘Winning’ Trade War After Reviving China Talks

[Bloomberg] U.S.-China Truce May Give Traders Reason to Ease Rate-Cut Bets

[NYT] A China-U.S. Trade Truce Could Enshrine a Global Economic Shift

[WSJ] ECB’s Draghi Grows Bolder as His Tenure Nears End

[WSJ] The Downside of 5G: Overwhelmed Cities, Torn-Up Streets, a Decade Until Completion

[WSJ] After Tech’s Wild Quarter, Investors Brace For Turbulence Ahead

[FT] Donald Trump says China trade talks will resume

[FT] Middle East’s power struggle moves to the Horn of Africa

Saturday's News Links

[Reuters] 'Back on track': China and U.S. agree to restart trade talks

[CNBC] Trump says he agreed with Xi to hold off on new tariffs and to let Huawei buy US products

[Reuters] G20 stops short of denouncing protectionism, warns of global slowdown

[CNBC] US and China agree to continue tariff talks. Here’s a timeline of how the trade war started

[CNBC] 80% of the stock market is now on autopilot

[Bloomberg] Trump and Xi Call Time (For Now) on Their Trade War

[Bloomberg] Trump Relents on Huawei in China Truce, Reviving Stalled Talks

[WSJ] Trump Allows U.S. Sales to Huawei as Trade Talks Resume

[WSJ] Trade Truce a Relief to Markets—For Now

[FT] G20 deeply divided on trade and climate change