Monday's News Links

[Reuters] Stock rebound fizzles after Trump restores Brazil, Argentina tariffs

[Reuters] Oil rises over 1% on hopes for deeper OPEC cuts, Chinese factory growth

[Reuters] U.S. factory sector contracts again in November: ISM

[Reuters] China suspends U.S. military visits to Hong Kong, sanctions U.S.-based NGOs

[Reuters] Trump says he will restore tariffs on Brazil, Argentina metal imports

[Reuters] China's November factory activity unexpectedly expands at quickest pace in almost three years: Caixin PMI

[AP] China urges rollback of US tariffs, Huawei exec’s release

[Reuters] In face of China threat, Taiwan to invite U.S. experts to bolster defenses

[Bloomberg] China Spares Trade in First Retaliation to U.S.’s Hong Kong Law

[Bloomberg] Repo Fretting Shifts to Treasuries as Market Faces December Test

[Bloomberg] Repeated Defaults by China Industrial Firm Spark Contagion Fears

[Bloomberg] PBOC Signals Policy to Stay Cautious Amid Uncertain Data

[Bloomberg] World’s Most Famous Hedge Funds Get Cold Shoulder in China

[WSJ] U.S. Dominance in Global Services Economy Weakens

[FT] US Federal Reserve considers letting inflation run above target

[FT] Bond ETFs outshine equity rivals in 2019

[FT] What level of reserves is truly “excessive”?

[FT] Pension funds warn over QE damage

Sunday Evening Links

[Reuters] Global shares tick up as hopes for Sino-U.S. breakthrough stay intact

[Bloomberg] Stocks Rise, Bonds Slip on China Data; Oil Gains: Markets Wrap

[Reuters] U.S.-China trade deal 'stalled because of Hong Kong legislation': Axios

[CNBC] A private survey shows China’s manufacturing activity expanded more than expected in November

[The Hill] Trillion-dollar deficits as far as the eye can see, and hardly a voice of caution to be heard

[Bloomberg] Australia Home Frenzy Back as Prices Surge Most in 16 Years

[WSJ] China and Russia Are Partners—and Now Have a $55 Billion Pipeline to Prove It

[WSJ] Private-Equity Cash Piles Up as Takeover Targets Get Pricier

Sunday's News Links

[Reuters] China wants U.S. tariffs rolled back in phase one trade deal: Global Times

[Yahoo/Bloomberg] The Way Out for a World Economy Hooked On Debt? Yet More Debt

[Reuters] China will not resort to quantitative easing: PBOC governor

[Reuters] Germany's ruling coalition on collision course after SPD leadership vote

[Reuters] Hong Kong police fire tear gas as thousands take to the streets in fresh protests

[Bloomberg] PBOC Ready With Prudent Policy for Long Global Downturn, Yi Says

[FT] Assets held in exchange traded funds surge to record $6tn