Monday's News Links

[Reuters] Stimulus optimism boosts stocks, eases pressure on bonds

[Reuters] Argentine CDS jump 300 bps after opposition leader says to re-negotiate IMF loan terms

[Reuters] Oil up after drone attack on Saudi field, but OPEC report caps gains

[Reuters] U.S. grants Huawei another 90 days to buy from American suppliers: Ross

[Reuters] U.S. President Trump does not want to do business with China's Huawei

[Reuters] China's central says new loan benchmark to be based off medium-term liquidity

[Reuters] Explainer: How China's new interest rate reforms will work

[Reuters] Japan's exports slip for eighth month, sales to China drop as recession fears grow

[Reuters] German economy could continue to shrink: Bundesbank

[Reuters] Iran tanker heads to Greece after release, Iran warns U.S against seizure attempt

[Reuters] Hong Kong readies for more mass protests after huge, peaceful rally

[Bloomberg] These Nations Faced Bankruptcy. Now Their Bonds Yield Nothing

[Bloomberg] Operation Twist Is Making Comeback as Option for ECB Stimulus

[Bloomberg] Hong Kong Immigration to Taiwan Surges as Protests Grind On

[Bloomberg] China Missiles Could Overwhelm U.S. Military in Asia in ‘Hours’, Says Think Tank

[WSJ] Fed Chief Wedged Between a Slowing Economy and an Angry President

[WSJ] Business Roundtable’s New Philosophy: It’s Not All About Shareholders

[WSJ] Market Tumult Stings the New Bond King

[FT] Surge in forex volatility rouses traders from slumber

Sunday Evening Links

[Reuters] Futures rise as Trump says he spoke with Apple CEO on tariffs

[Reuters] Chinese embassy tells Canada to stop meddling in Hong Kong affairs

[Reuters] India reimposes some curbs in Kashmir as stone-throwing spreads

[Bloomberg] Trump Says U.S. ‘Talking’ With China But Not Ready for a Deal

[WSJ] 'A Reset:’ Hong Kong Protesters Find New Momentum With Largest Rally in Weeks

Sunday's News Links

[CNBC] Fed’s Powell must signal a more aggressive stance on rates at Jackson Hole or stocks will tumble, James Bianco warns

[Reuters] Argentina Treasury minister resigns, says 'significant renewal' needed amid economic crisis

[Reuters] Germany has fiscal muscle to counter next crisis: Scholz

[Reuters] Germany's Scholz: Don't expect higher interest rates for years

[Reuters] Hong Kong protesters throng streets in heat and heavy rain

[Bloomberg] Kudlow Pushes Back on Recession, Says U.S.-China Calls Positive

[Bloomberg] The World Is Waiting for Powell’s Signals: Global Economy Week

[Bloomberg] Argentina Faces Fresh Turmoil After Resignation, Debt Downgrades

[Bloomberg] Hong Kong Finance Secretary Warns of Looming ‘Economic Typhoon’

[WSJ] Large Firms Trim Debt, Fueling Surge in Bonds at Center of Leverage Concerns

[WSJ] Dollar Towers Above Rivals, Posing Fresh Threats to Financial Markets