Monday's News Links

[Yahoo/Bloomberg] Stocks Fall With Earnings in Focus: Markets Wrap

[Yahoo/Bloomberg] China Stocks Tumble in ‘Panic Selling’ Amid Broad Crackdown

[Reuters] China, Hong Kong shares tumble on regulatory clampdowns

[CNBC] Hong Kong’s Hang Seng index closes more than 4% down as China tech and education shares plunge

[Yahoo/Bloomberg] Oil Resumes Decline With Demand Outlook Clouded by Delta Spread

[Reuters] Fed now facing twin inflation, growth risks as virus jumps and supply chains falter

[AP] Senators race to seal infrastructure deal as pressure mounts

[CNBC] U.S.-China meeting off to a tense start as Beijing official says relations are in a ‘stalemate’

[Reuters] China tightens grips on local government hidden debt

[Yahoo/Bloomberg] China Property Management Stocks Slump as Beijing Tightens Grip

[Yahoo/Bloomberg] U.S. Real Yields Fall to Record Low Amid Growth Concerns

[Reuters] How the Delta variant upends assumptions about the coronavirus

[Reuters] Japan's July factory activity grows at slowest pace in 5 months - PMI

[Reuters] Support for Japan's PM Suga slides as COVID shadows Tokyo Games

[Bloomberg] Democrats Make Offer as Infrastructure Talks Face Time Crunch

[WSJ] China’s Tech Regulator Orders Companies to Fix Anticompetitive, Security Issues

[WSJ] The Delta Variant Upends the World’s Pandemic Response

[FT] Hawks vs doves: Fed divided over when to dial back economic support

[FT] Traders slash expectations for how high Fed will increase rates

[FT] How the Fed’s fine intentions feed US wealth inequality

[FT] China blasts ‘extremely dangerous’ US policy at high-level talks

[FT] Can a new commodities boom revive Brazil?

Sunday Evening Links

[Yahoo/Bloomberg] Stocks Eye Mixed Start as China Tempers U.S. Boost: Markets Wrap 

[CNBC] Stock futures hold steady ahead of a huge week of Big Tech earnings

[AP] Senators race to overcome final snags in infrastructure deal

[CNBC] ‘Disturbing’ actions by China signal early stages of a cold war, economist Stephen Roach warns

[Yahoo/Bloomberg] China’s Ongoing Recovery Showed Signs of Weakness in July

[Yahoo/Bloomberg] China to Overhaul Private Education Sector ‘Hijacked by Capital’

[AP] California’s largest fire burns homes as blazes scorch West

[Reuters] Threat of lightning storms adds to struggle to contain large California fire

Sunday's News Links

[Yahoo/Bloomberg] OPEC+ Decision, Earnings Drive Mideast Market Gains: Inside EM 

[Yahoo/Bloomberg] White House Shifts Messaging on Inflation as Republicans Attack

[Yahoo/Bloomberg] Fed’s MBS Buying High on Agenda as Officials Begin Taper Talk

[Yahoo/Bloomberg] Bitcoin’s Corporate Diehards Face Earnings Reckoning After Slump

[AP] California’s largest fire torches homes as blazes lash West

[WSJ] Phoenix Homes on Track to Break Record This Week as Housing Market Booms

[FT] Will the Fed give any clues on its timeline for slowing bond purchases?

[FT] Wall Street doubles down on lending ‘cheap money’ to the rich

[FT] China is defying US pressure to change its behaviour

[FT] South Africa counts the cost of its worst unrest since apartheid