Thursday, July 11, 2019

Thursday Afternoon Links

[CNBC] Yields jump on stronger-than-expected inflation data, weak Treasury auction

[Reuters] U.S. Treasury denies Mnuchin urged firms to seek Huawei blacklist exemptions

[CNBC] A giant manufacturer just gave a glimpse into this earnings season as it tanks on tariff costs

[Reuters] Bostic: Fed's focus is its mandates not market pricing for rate cuts

[Reuters] Fed's Williams says U.S. economy is in a good place, but picture is complex

[Yahoo/Bloomberg] Quants Are Netting Record Gains in Treasury Rally. It Can’t Last

[Reuters] U.S. government posts $8 billion deficit in June

[Reuters] Middle market loan issuance stabilizes in 2Q, strong 2H expected

[Reuters] Merkel's shaking episodes fuel debate about German power handover

[Bloomberg] Powell Says Fed Has Room to Cut, May Have Kept Policy Too Tight

[Bloomberg] Sub-Zero Bond Yields Force Investors Out of Their Safety Zones

[Bloomberg] How Germany Would Find a Leader If Merkel Steps Down Early

[WSJ] ECB Follows Fed in Signaling Fresh Stimulus

Thursday's News Links

[Reuters] Wall Street higher after rally on Powell's dovish remarks

[Reuters] Oil at six-week high on Gulf of Mexico storm, Iran tensions

[Reuters] U.S. underlying inflation firming; labor market tightening

[Reuters] U.S. core CPI posts biggest gain in nearly 1-1/2 years

[Reuters] U.S. weekly jobless claims fall to three-month low

[Reuters] Trump says 'China is letting us down' on buying from U.S. farmers

[Reuters] Risks aside, Trump's team sees China trade stance as strength in 2020

[Reuters] Wall Street banks bailing on troubled U.S. farm sector

[CNBC] France approves digital tax on American tech giants, defying US trade threat

[Reuters] U.S. probes Deutsche Bank's dealings with Malaysia's 1MDB: WSJ

[Reuters] Storm could become first hurricane of season and is already shutting down energy operations

[Reuters] In challenge to Beijing, Hong Kong activists attempt to take fight to mainland

[Reuters] Iranian boats 'harass' British tanker in the Gulf: U.S. officials

[Bloomberg] Talks With U.S. To Restart on Basis of Equality, China Says

[Bloomberg] ECB Policy Makers Agreed on Need to Prepare to Ease Policy

[Bloomberg] What Powell’s Rate Cut Signal Means for China’s Central Bank

[Bloomberg] Trump Team Sends Defiant Signal to Beijing by Meeting Hong Kong Activist

[Bloomberg] No Easy Exit in Sight From Worst Japan-South Korea Spat in Years

[Bloomberg] China Is Winning the Silent War to Dominate the South China Sea

[WSJ] Strains Emerge in China’s $3 Trillion Financing Market

[FT] Federal Reserve’s dovish tilt stirs debate on how far it will go

[FT] ECB ‘ready and prepared’ to ease policy amid rising uncertainty

[FT] Negative bond yields spill into Europe’s emerging markets