Wednesday, July 17, 2019

Thursday's News Links

[Reuters] Global stocks slip as U.S.-China trade war drags on corporate earnings

[Reuters] Euro and bond yields fall on report that ECB might amend inflation goal

[Reuters] Crude futures steady after fall on U.S. oil products stocks gain

[Reuters] Trump wants a weaker dollar. It could be a hard sell

[CNBC] Mnuchin: Phone call on trade with China set for Thursday, ‘complicated issues’ remain

[Reuters] Mnuchin says U.S., Chinese call could lead to in-person talks

[AP] The Latest: US still mulling retaliation for French tech tax

[CNBC] Netflix tanks after whiffing on global paid subscribers

[Reuters] Sliding Japan exports, manufacturing gloom heighten economic risks

[AP] South Korea’s central bank lowers rate amid Japan trade row

[Reuters] China's cross-border capital flows will remain basically stable in H2-regulator

[Bloomberg] Trump and Xi Are Struggling to Find Path Forward in Trade Talks

[Bloomberg] China Is Drafting Urgent Plan to Resolve Hong Kong Chaos, SCMP Says

[Bloomberg] Is China the World’s Loan Shark?

[WSJ] Fed’s George Suggests She’s Not Ready to Cut Rates

[WSJ] The Rise of Passive Investing Resumes Its March

[FT] Why sentiment wields an outsized influence in China’s markets

Wednesday Evening Links

[Reuters] Wall St. falls as CSX results signal damage from trade tensions

[CNBC] Foreign purchases of American homes plunge 36% as Chinese buyers flee the market

[Reuters] U.S. government report on housing finance reform is 'essentially done': regulator

[Reuters] U.S. housing market stuck in a rut even as mortgage rates fall

[Reuters] Trump meets Chinese Uighur, other religious persecution victims at White House

[Reuters] From Iraq to Yemen, drones raise U.S. alarm over Iranian plans

[Bloomberg] Dalio Says Gold May Be Key as Era of Low Rates, QE Comes to End

[Bloomberg] Cracks in Asia Junk Bonds Shown in Stunning Fall of Textile Firm

[Bloomberg] Negative-Yield ‘Quicksand’ Risks Trapping Even the U.S. Bond Market

[Bloomberg] Risk Is Ramping Up in Property CLOs Revived After the Crisis

[WSJ] U.S.-China Talks Stuck in Rut Over Huawei

[WSJ] Foreign Buying of U.S. Homes Suffers Record Drop

Today: Tactical Short Q2 Recap

Please join Doug Noland and David McAlvany Thursday, July 18th, at 4:00PM EST/ 2:00pm MST for the Tactical Short Q2 recap conference call, "What's Behind the Global Yield Collapse?" Click here to register.