Thursday's News Links

[Bloomberg] Stocks Decline on North Korea as BOE Lifts Pound: Markets Wrap

[Bloomberg] Oil Rises to Five-Week High Near $50 on Stronger Demand Outlook

[Bloomberg] U.S. Inflation Picks Up, Ending Five-Month Streak of Misses

[Bloomberg] Fed Officials Admit They’ve Lost Some Credibility on Inflation

[Bloomberg] Bitcoin Tumbles as Chinese Exchange Says It Will Halt Trading

[CNBC] Investors most fearful of the market since before Trump's election

[Bloomberg] Bank of England May Hike Rates Within Months

[Bloomberg] China's Economy Cools Again

[Bloomberg] China Home Sales Grow at Slowest Pace in Almost Three Years

[Bloomberg] Hong Kong Commercial Property Prices Triple Over Past Decade

[Reuters] North Korea threatens to 'sink' Japan, reduce U.S. to 'ashes and darkness'

[Politico] How Man-made Earthquakes Could Cripple the U.S. Economy

[NYT] What Trump Can Do to Prevent the Next Crash

[WSJ] Meet the Earth’s Largest Money-Market Fund

[FT] Corporate bondholders heighten market risk

[FT] The ECB’s story on Target2 doesn’t add up

Wednesday Evening Links

[Bloomberg] U.S. Stocks Push to Records as Oil, Dollar Climb: Markets Wrap

[Bloomberg] Oil Rises to Five-Week High as Outlook for Demand Brightens

[Reuters] U.S. government posts $108 billion deficit in August

[CNBC] Inflation is heating up with some help from the hurricanes

[Bloomberg] Trump Blocks China-Backed Bid for Lattice Over Security Risk

[CNBC] Trump: 'The rich will not be gaining at all' with my tax reform plan

[Reuters] Fearing Russia, Sweden holds biggest war games in 20 years

[FT] To coin a craze: Silicon Valley’s cryptocurrency boom

[FT] Rate expectations and a tale of two central banks

Wednesday's News Links

[Bloomberg] U.S. Equities Pull Back From Records as Oil Climbs: Markets Wrap

[Bloomberg] Oil Climbs as IEA Sees Fastest Demand Growth in Two Years

[Bloomberg] Wholesale Prices in U.S. Increase on Jump in Energy Costs

[CNBC] Mortgage applications leap nearly 10% on lowest rates in almost a year

[Bloomberg] Act or Wait? Fed Debate Heats Up After Inflation Misses Target

[Politico] Republicans suspicious of ‘Democrats’ Cohn and Mnuchin as tax plans take shape

[Bloomberg] Yuan Fixing Takes Center Stage, Again

[Bloomberg] Leon Cooperman Says Market Correction Could Start ‘Very Soon’

[Reuters] North Korea defiant over U.N. sanctions as Trump says tougher steps needed

[Reuters] Brazil's top court approves new graft probe of President Temer

[WSJ] An Inflation Surprise Could Leave Bond Investors Aching

[WSJ] Goldman Banks on Lending to Grow

[FT] How the dollar’s weakness is the rest of the world’s problem

[WSJ] Foreign Investors Snap Up Chinese Bank Debt

Tuesday Evening Links

[Bloomberg] Stock Rally to Extend in Asia as Bond Drop Deepens: Markets Wrap

[Bloomberg] Mnuchin Threatens More Sanctions on China Over North Korea

[Bloomberg] Jamie Dimon Slams Bitcoin as a ‘Fraud’

[Reuters] North Korea sanctions 'nothing compared to what will have to happen': Trump

[FT] US to target Chinese banks unless Beijing gets tough on N Korea

Tuesday's News Links

[Bloomberg] Stocks Rise as Dollar Edges Higher; Oil Climbs: Markets Wrap

[Bloomberg] Trump Plans Aggressive Road Show to Sell Tax Overhaul

[Politico] GOP lawmakers jittery over lack of tax reform details

[Reuters] Lenders, investors breathe easier as hurricane waters recede

[Bloomberg] China's Banks Are Leading a Surge in Overseas Lending, McKinsey Says

[CNBC] Why China's big meeting will matter for US markets

[Bloomberg] China's Consumers Haven't Been This Confident in Two Decades

[Bloomberg] Hong Kong Finance Chief Warns Again of Property Risk on Fed

[Bloomberg] Japan Banks Turn to Private Equity, Hedge Funds to Stoke Returns

[Bloomberg] Hedge Funds Used to Love Betting Against China. Now, Not So Much

[Reuters] Exclusive: Trump to weigh more aggressive U.S. strategy on Iran - sources

[Bloomberg] U.K. Inflation Jumps More Than Forecast to Match 4-Year High

[Bloomberg] India Consumer Prices Rise 3.36%, More Than Forecast

[Reuters] North Korea warns U.S. of 'greatest pain', rejects sanctions

[NYT] Houston’s Unsinkable Housing Market Undaunted by Storm

[FT] Renminbi extends slide as PBoC lowers midpoint fix

[WSJ] China to Shut Bitcoin Exchanges

[WSJ] Gold Is Flashing Inflation, Not North Korea

[FT] North Korea’s opaque trading network keeps economy afloat

Monday's News Links

[Bloomberg] Dollar Advances With Stocks as Irma Threat Recedes: Markets Wrap

[Reuters] Dollar, global shares up in Asia on relief at North Korea inaction

[Bloomberg] Trump Debt Limit Deal Undermines Trust Among GOP on Tax Overhaul

[CNBC] Hurricane Irma brings fears of surge, sewers and toxins to Tampa area

[Bloomberg] China's Latest Bond Default Is a Cautionary Tale for Investors

[Bloomberg] China's Factory Prices Give Global Inflation Unexpected Lift

[Bloomberg] China Sends One of the West's Most Critical Materials Soaring

[Bloomberg] Australian Banks Sitting on A$500 Billion of 'Liar Loans,' UBS Says

[Reuters] Brazil police raid billionaire Joesley Batista's home, sources say

[CNBC] USA needs to fix its massive global trade gaps if 'America First' is going to work

[WSJ] China Is Striving to Contain Its Once-Diving, Now-Thriving Yuan

[FT] Bears target ways to bet on cryptocurrency mania imploding

Sunday's News Links

[Bloomberg] Hurricane Irma Makes Florida Landfall

[CNBC] Hurricane Harvey probably shaved 1% from third-quarter growth, Goldman Sachs says

[Reuters] NATO's Stoltenberg says North Korea's 'reckless behavior' requires global response

Saturday's News Links

[Bloomberg] China’s Factory, Consumer Inflation Pick Up, Exceeding Estimates

[Bloomberg] China to Ban Sale of Fossil Fuel Cars in Electric Vehicle Push

[Bloomberg] Worst Florida Damage From Irma Could Be From Storm Surge

[FT] The virtual currency boom echoes dotcom fever

CBB Back Next Week

Friday Evening Links

[Bloomberg] Havens Thrive as Storms, North Korea Rattle Markets, Charts Show

[Bloomberg] Analyst Says Hurricane Irma Has the Potential to Be 'the Big One'

[Bloomberg] How Hedge Funds Are Handling a Possible Disaster

[Bloomberg] House GOP Rips Mnuchin for His ‘Vote for the Debt Ceiling for Me’ Sales Pitch

Friday's News Links

[Bloomberg] Dollar Tumbles as Yen, Euro Rally on Irma, ECB: Markets Wrap

[Bloomberg] Hurricane Irma’s Chemical Fallout Could Be Worse than Harvey’s

[Bloomberg] Irma Batters Reinsurance Mutual Fund as Hurricane Nears Florida

[Reuters] Exclusive: ECB policymakers agreed on stimulus cut at meeting - sources

[Reuters] China stock exchanges to tighten rules on financing using stock as collateral

[Reuters] Trump anger at Cohn raises doubts about his White House tenure: Sources

[Bloomberg] Hedge Fund Momentum Trade Hits Bumps as Energy, Retailers Rally

[Bloomberg] Buy Everything: Gold, Stocks, Bonds All Draw Big Inflows

[Bloomberg] In World of Supposed Bubbles Here's What Investors Fear Most

[Bloomberg] Strongest Quake in a Century Hits Mexico, 15 Reported Dead

[WSJ] Why Florida Is Largely Insured by Companies You’ve Never Heard Of

Thursday's News Links

[Bloomberg] Dollar Slides on U.S. Jobs; Euro Gains With Stocks: Markets Wrap

[Reuters] ECB keeps door open to even more stimulus

[Bloomberg] ECB Raises 2017 GDP Forecast to 2.2%, Fastest Since 2007

[Bloomberg] Draghi Says Euro Gain Must Be Monitored as Source of Uncertainty

[Bloomberg] Fed Leadership Questions Aside, Policy Outlook Getting Clearer

[Bloomberg] Trump’s Surprise Deal With Democrats Sets Up Christmas Showdown

[CNBC] US Treasury Secretary Mnuchin warns US could seek to sanction any country trading with North Korea

[Bloomberg] China Foreign Reserves Rise a Seventh Month Amid Yuan Strength

[Reuters] China's old growth model keeps slowdown at bay

[NYT] European Central Bank Faces Hurdle in Cutting Stimulus: A Weak Dollar

[WSJ] Trump Stuns GOP by Dealing With Democrats on Debt, Harvey Aid

[WSJ] China’s Bad Banks Show It Still Has a Big Bad Loan Problem

Wednesday Evening Links

[Bloomberg] Stocks Rise, Treasuries Fall on Debt-Ceiling Deal: Markets Wrap

[CNBC] Trump is reportedly unlikely to pick Gary Cohn as next Fed chair

[Bloomberg] Fischer to Step Down in Mid-October as Fed Vacancies Mount

[CNBC] Lloyd Blankfein sees something in the market that 'unnerves' him

[Reuters] ECB to start laying groundwork for stimulus exit

[Bloomberg] China Cities Face Surging Funding Costs as Default Concerns Rise

[Bloomberg] U.S. Service-Industries Rebound Underpins Third-Quarter Growth

[Bloomberg] Bank of Canada Raises Benchmark Rate to 1%

[Bloomberg] How 1,000 Corporate-Bond Buys Upended Europe's Debt Market

[WSJ] President Trump Unlikely to Nominate Gary Cohn to Become Fed Chairman

[WSJ] Goldman’s Blankfein on Markets: ‘Things Have Been Going Up for Too Long’

Wednesday's News Links

[Bloomberg] Stocks Fall, Bonds Rally Amid Korea, Irma Threats: Markets Wrap

[Reuters] Fed policymakers signal caution on inflation, rate hikes

[Bloomberg] U.S. Trade Gap Widened by Less Than Forecast Ahead of Harvey

[Reuters] Sanctions doubts grow as North Korea warns of 'gift packages' for U.S.

[Bloomberg] Deutsche Bank's Cryan Sees Increasing Signs of Asset Bubbles

[Bloomberg] Draghi's Claim of QE Flexibility Is Attracting Doubters

[Bloomberg] Toronto Housing Market Slump Continues With August Drop

[Reuters] Over half of Japan's regional banks losing money on core businesses - report

[NYT] Nafta Talks Lurch Ahead Without Signs of Major Progress

[WSJ] China’s Most Dangerous Bank

[FT] North Korea’s nuclear endgame: deterrence or aggression?

[FT] China’s hawks find their voice as Kim infuriates Beijing

[WSJ] Political Divisions in U.S. Are Widening, Long-Lasting, Poll Shows

Tuesday Evening Links

[Bloomberg] Asian Stocks Set to Fall as Korea Tensions Persist: Markets Wrap

[Bloomberg] Stocks Fall, Bonds Rally Amid Korea, Irma Threats: Markets Wrap

[Bloomberg] Orange Juice Jumps Most in 16 Months on Florida Hurricane Threat

Tuesday's News Links

[Bloomberg] Dollar, S&P Slip Before Big Week for Central Banks: Markets Wrap

[Bloomberg] September's Bringing Tons of Catalysts to Shatter Market Calm

[Bloomberg] Trump and Moon Agree to Show Muscle After North Korea Nuke

[Bloomberg] Euro Area Poised for Fastest Economic Expansion in a Decade

[Bloomberg] Bubbles Are More 'More Bubbly' Than Ever, Warns BAML

[Bloomberg] Fed's Brainard Says Caution Warranted on Further Tightening

[Bloomberg] China's virtual coin fundraising ban just the start of tighter regulations: Yicai

[Bloomberg] Australia Leaves Key Interest Rate Unchanged at 1.50%

[Bloomberg] Putin Echoes China in Rejecting Tougher North Korea Sanctions

[Reuters] Putin warns U.S. not to supply Ukraine with defensive weapons

[WSJ] Trade Warning to China Over North Korea Carries Risks to U.S. Economy

[WSJ] Congress Faces a Tense Agenda, With Little Margin for Error

[FT] Investors focus on ECB ahead of German election

[WSJ] China’s Big Banks Still Have a Credibility Gap

Monday's News Links

[Bloomberg] Stocks Decline as Korea Tensions Flare; Euro Gains: Markets Wrap

[Bloomberg] Bitcoin Tumbles as PBOC Declares Initial Coin Offerings Illegal

[Bloomberg] Mobius Foresees Cryptocurrency Crackdown Sparking a Rush to Gold

[Bloomberg] China’s Oil Lifeline to North Korea Targeted After Nuclear Blast

[Bloomberg] With Nuke Test, Kim Also Threatens China's Surging Assets

[Reuters] Mattis warns of 'massive military response,' but is vague on when it would happen

[Reuters] South Korea, U.S. plan more drills after North Korea nuclear test rattles globe

[Reuters] South Korea warns that North may launch ICBM after nuclear test

[Reuters] Sharp differences over labor surface at NAFTA talks in Mexico

[Reuters] All the president's men: China's politburo line-up a measure of Xi's power

[Reuters] Russia says U.S. actions towards its consulates are 'state hooliganism'

[WSJ] Investors Hedge Their Bets Entering Choppiest Season for Markets

[FT] China regulators target ‘systemic risk’ from money-market funds

[FT] Currency traders on edge as ECB meeting looms

Sunday Evening Links

[Bloomberg] S&P 500 Index Futures Decline Following North Korea Nuclear Test

[Bloomberg] Yen Leads Haven Assets Higher as North Korea Tests Hydrogen Bomb

[CNBC] Trump hints at stopping trade with countries that do business with North Korea after nuclear test

[Reuters] Funding battle looms as Texas governor sees Harvey damage up to $180 billion

[WSJ] North Korea Claims Test of Hydrogen Bomb for Long-Range Missile a Success

Sunday's News Links

[Reuters] North Korea says conducts hydrogen bomb test, Trump calls it a 'rogue nation'

[Reuters] Russia: U.S. closure of diplomatic sites a 'blatantly hostile act'

[CNBC] Italy’s finance chief says the euro zone still faces problems – even in Germany

[Bloomberg] Rajan Warned Modi Against Cash Ban, New Book Shows

Saturday's News Links

[Bloomberg] Bond Market Braces for Debt-Limit Fight Entering Its Final Round

[Bloomberg] America’s Manufacturers and Builders Are On a Tear

[Reuters] Current euro level not a threat for European firms: Moscovici

[WSJ] U.S. to Challenge China With More Patrols in Disputed Waters

[WSJ] U.S., Mexico Spar on Nafta

[WSJ] Houston Residents Return Home to Scary Reality: No Insurance Coverage