Sunday, June 30, 2019

Sunday Evening Links

[Reuters] Global stocks enjoy relief rally in Asia, bonds retreat

[Reuters] U.S. stock futures jump after U.S. and China agree to resume trade talks

[Reuters] Yen sags, yuan soars after U.S-China trade truce

[Reuters] Oil prices rise more than 1% after Russia agrees to extend OPEC+ deal

[CNBC] Trump’s decision to let Huawei buy US products is ‘not a general amnesty,’ Kudlow says

[Reuters] China's factory activity shrinks as U.S. tariffs, slowdown hit orders

[The Hill] Internal cracks emerge in GOP strategy to avoid shutdown

[Reuters] Japan manufacturing activity shrinks in June as weak global demand slams exports: PMI

[Reuters] Preserve your ammunition, BIS urges top central banks

[Reuters] Halfway through 2019, tech leads on Wall Street

[Reuters] Hong Kong braces for big crowds at annual rally to mark handover

[WSJ] U.S.-China Trade Talks Are Back On but Obstacles Remain

[FT] Trump’s Huawei shift angers US security hawks

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