Monday, October 14, 2019

Monday Evening Links

[Reuters] Stocks pause on unsettled trade deal; earnings eyed

[Reuters] Oil falls more than 2% on U.S.-China trade deal doubts, stronger dollar

[CNBC] Trump halting trade negotiations with Turkey, raising its steel tariffs to 50%

[AP] ‘Nothing-burger’: US-China truce leaves big issues for later

[Reuters] Spain jails Catalan separatist leaders, protesters flood streets

[Reuters] Russia-backed Syrian army sweeps in after U.S. announces abrupt exit

[Bloomberg] Peak Shale: How U.S. Oil Output Went From Explosive to Sluggish

[Bloomberg] Kuroda Is on Course to Shrink the Bank of Japan’s Bond Holdings

[FT] Hopes fade for Brexit deal at summit as EU needs ‘more time’

Tactical Short Quarterly Call Today

Please join Doug Noland and David McAlvany today, October 17th, at 4:00PM Eastern / 2:00pm Mountain time for the Tactical Short Q3 recap conference call, “Managing Short-Side ‘Beta’ in an Extraordinary Environment.” Click here to register.

Monday's News Links

[Reuters] Wall Street lower as trade deal optimism fades

[Reuters] Turkish lira slips but traders doubt Trump's sanctions threat

[CNBC] China wants another round of talks before signing phase one of the trade deal, source says

[Reuters] U.S. Treasury Secretary Mnuchin sees tariffs being imposed Dec. 15 if no China trade deal

[CNBC] Hold the ‘champagne’: What Chinese state media are saying about the trade talks

[Reuters] China September exports, imports in deeper contraction as tariffs bite

[AP] China’s September imports from US fall 20% amid tariff war

[Reuters] China's nine-month exports to U.S. down 10.7% in dollar terms

[Reuters] Brexit hangs in the balance as EU doubts a deal this week

[Reuters] As options narrow on Syria, Trump prepares to drop sanctions hammer on Turkey

[Bloomberg] China Wants More Talks Before Signing Trade Deal With Trump

[Bloomberg] Korea’s Top Hedge Fund Freezes $710 Million As Investors Try to Withdraw

[Bloomberg] El-Erian: Is Fed’s Bill-Buying Spree QE? Does It Matter?

[NYT] Wall Street’s Sky-High Expectations Are About to Collide With Reality

[WSJ] Investors Pull Money Out of Stock Funds, Squeezing Money Managers

[WSJ] America Is Losing the Chinese Shopper

[WSJ] SoftBank Seeking to Take Control of WeWork Through Financing Package

[FT] US Congress examines private equity role in surging healthcare costs

[FT] Chinese censorship is spreading beyond its borders