Tuesday, November 5, 2019

Tuesday Evening Links

[Reuters] S&P 500 retreats slightly after recent record

[Reuters] Treasuries - Yields rise on hopes of U.S., China trade deal

[Reuters] U.S. consumer inflation expectations drop again: New York Fed survey

[CNBC] Interest rates suddenly entered a new phase and they are moving higher thanks to possible trade deal

[Reuters] U.S.: Iran's expansion of uranium enrichment 'a big step in the wrong direction'

[Bloomberg] Robert Kaplan Says Steeper Yield Curve a Sign Fed Rates Now Appropriate

[Bloomberg] $11 Trillion U.S. Mortgage Market Has a Shadowy New Player

[Bloomberg] Montage Beverly Hills Hotel Said to Fetch More Than $400 Million

[WSJ] China’s Housing Market Is Finally Cooling. Some Homeowners Are Furious.

[WSJ] Public Pension Plans Continue to Shift Into U.S. Stocks

[FT] Protests in Iraq and Lebanon threaten an Iran-backed status quo

Tuesday's News Links

[Reuters] Wall Street higher on trade truce hopes

[Reuters] Treasuries - Yields rise on hopes of U.S., China trade deal

[Reuters] Oil gains 1% as China pushes Trump for more tariff roll-backs

[CNBC] US services companies growth rebounds in October

[Reuters] China presses Trump for more tariff roll-backs in 'phase one' trade deal

[CNBC] The trade deficit got smaller in September as the US and China work toward tariff truce

[Reuters] Fed's Barkin: Conflicting signals make U.S. economy hard to read

[Reuters] U.S. needs allies in fight against China: report

[Reuters] China central bank cuts medium-term loan rate for first time since 2016 as growth cools

[Reuters] Gold demand rises as investors grow nervous - WGC

[Reuters] Argentina's Fernandez says debt is a problem that must be resolved

[Reuters] Germany's Schaeuble calls on Lagarde to respect ECB's 'limited mandate'

[Reuters] China to 'perfect' HK system as water cannon breaks up Guy Fawkes protest

[Bloomberg] China Wants U.S. to Drop Tariffs on $360 Billion of Imports for Trade Deal

[Bloomberg] Xi Zeroes In on Trump Trade Deal as China Acts to Steady Markets

[Bloomberg] China Halts Massive Bond Rout With Symbolic Interest Rate Cut

[Bloomberg] Some of the Hottest Stock Trades of 2019 Are Now Getting Smoked

[NYT] China’s Xi Praises Free Trade. Striking Deals Is Another Matter.

[WSJ] U.S., China Consider Rolling Back Tariffs as Part of Initial Trade Deal

[FT] US shale to swamp Opec supplies over next five years

[FT] How climate change will transform the global balance of power