Monday, October 28, 2019

Monday Evening Links

[Reuters] Trade optimism, Fed rate-cut expectation sends S&P 500 to record

[Reuters] Treasuries - Yields higher on expected Fed cut, Brexit developments

[Reuters] U.S.-China trade deal hopes drive European shares to 21-month high

[BBC] Brexit: PM to try again for 12 December election after MPs reject plan

[Reuters] U.S. Treasury expects to borrow $352 billion in fourth quarter

[Reuters] UK PM Johnson's Conservatives looking at alternative election routes, dates: spokesman

[Bloomberg] Treasury Prepares Another Debt Deluge as Fed Wades Into Market

[Bloomberg] Draghi Signs Off From ECB With One Last Cry for Fiscal Action

[Bloomberg] Consumer Cracks Emerge as Banks Say Everything Looks Fine

[Bloomberg] Global Foreign-Direct-Investment Flows Decline 20%

[Bloomberg] KKR Raises More Than $2 Billion to Buy Fast-Growing Tech Firms

[WSJ] Why the Fed Is Losing Potency

[WSJ] Warsh: The Fed Needs Trust, Not Tactics

[FT] Investors anxious over new Argentine president’s next move

[FT] Global investment plunges as trade disputes take toll

Monday's News Links

[Reuters] S&P 500 hits record high on hopes of trade deal, rate cut

[CNBC] Treasury yields climb as Brexit fears ease, US earnings prove better than feared

[Reuters] Trump: 'ahead of schedule' on China trade deal

[Reuters] EU nations agree Brexit delay until January 31 as PM Johnson seeks election

[Reuters] Argentine cenbank will do all possible to protect reserves - Sandleris

[Reuters] Argentina's Peronists sweep back into power as Macri ousted

[Reuters] Comeback queen: Argentina's fiery 'Cristina' stages remarkable return as VP

[Reuters] Argentine central bank cuts dollar purchase limit sharply as forex reserves tumble

[AP] ‘Whatever it takes:’ Key moments from Draghi’s time at ECB

[Reuters] Hong Kong enters recession as protests show no sign of relenting

[Bloomberg] What’s In (and Not In) Step One of the U.S.-China Trade Deal

[Bloomberg] China Bond Rout Worsens as Yield Jumps Most in Six Months

[Bloomberg] China’s Slowdown Rolls On Into October, Early Indicators Show

[Bloomberg] Italian Bonds Stumble as Cracks Start Showing in Political Calm

[WSJ] Falling Rates Boost Mortgage Market to Precrisis Levels

[WSJ] The $4 Trillion ETF Industry Is Creating More ‘Roadkill’

[WSJ] Twilight of the Stock Pickers: Hedge Fund Kings Face a Reckoning