Monday, December 2, 2019

Monday Evening Links

[Reuters] U.S. stocks retreat on economy and trade jitters

[Reuters] Treasuries - Yield curve steeper on weak manufacturing, construction data

[Reuters] Dollar, stocks slide on Trump tweets, dour PMI data

[Reuters] Trump says U.S. bill on Hong Kong doesn't help China trade talks

[Bloomberg] Hope Fading Fast for Fourth-Quarter Earnings Rebound in S&P 500

[Bloomberg] Fracking Slowdown in Permian Basin Leads to More Job Losses

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