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Friday, August 16, 2019
Weekly Commentary: Comeuppance
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The Chinese Credit machine sputtered in July. Growth in Total Aggregate Financing dropped to $144 billion, almost 40% below consensus estima...
Thursday, August 15, 2019
Friday's News Links
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[Reuters] Technology stocks lift Wall Street [MarketWatch] German bond yields rise on report it would deficit spend during a recession ...
Thursday Evening Links
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[Reuters] Asia stocks nurse losses, bonds hold huge gains [Reuters] 'Crazy inverted yield curve' vexes Fed, with no clear resoluti...
Wednesday, August 14, 2019
Thursday's News LInks
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[Reuters] S&P, Dow rise as U.S. retail sales data counters recession fears [Reuters] Global stocks hurt by China's trade threats, ...
Wednesday Evening Links
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[CNBC] Dow plunges 700 points after bond market flashes a recession warning, Citigroup tanks 5% [Reuters] Gold rises as global recession f...
Tuesday, August 13, 2019
Wednesday's News Links
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[Reuters] Wall Street slides as recession fears grow [Reuters] Stocks wilt as bond markets flash recession warnings [Reuters] Chinese yu...
Tuesday Evening Links
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[Reuters] Tech leads Wall Street higher as tariff delay sparks rally [Reuters] Peso and bonds down again on fears of Argentina return to p...
Monday, August 12, 2019
Tuesday's News Links
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[CNBC] Dow jumps 500 points led by Apple as US delays China tariffs on cellphones, clothing [Reuters] Argentine peso opens 4.36% weaker at...
Monday Evening Links
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[Reuters] Wall St sells off amid geopolitical worries [Reuters] Argentine peso collapses as Macri's re-election chances drop [Reuter...
Sunday, August 11, 2019
Monday's News Links
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[Reuters] Stocks fall on trade war, global growth worries [Reuters] Argentine peso crashes after Macri gets thumped in primary election ...
Sunday Evening Links
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[Reuters] Yen buoyed by China jitters; sterling under water [Reuters] Goldman Sachs economists say fears rise that U.S.-China trade war le...
Sunday's News Links
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[Reuters] Fed remains a target as economy falls short of Trump's ambitious goals [Reuters] Lack of G7, IMF support seen dimming impact...
Saturday, August 10, 2019
Saturday's News Links
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[CNN] 'Fragile' oil demand is the weakest since 2008, energy watchdog says [Reuters] Hong Kong police fire tear gas during another...
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