Wednesday, July 5, 2017

Thursday's News Links

[Bloomberg] U.S. Stocks Retreat as Sovereign Bond Drop Deepens: Markets Wrap

[Bloomberg] Surge in German Bond Yields Triggers Fresh Rout in Global Debt

[Reuters] German bond yields hit 18-month highs on stimulus shivers

[Bloomberg] ECB Discussed Removing Easing Bias on Bond-Buying Program

[Bloomberg] The Flashpoints for World Leaders at the Hamburg G-20

[Bloomberg] U.S. Trade Gap Narrows as Exports Rise to Highest in Two Years

[Bloomberg] China Bond Defaults Work Wonders to Spur Pricing for Risk

[CNBC] China could export a recession to everyone else, says ex-IMF chief economist Kenneth 

[Reuters] French central bank chief warns of sovereign debt risk

[Bloomberg] Toronto Home Sales Drop Most in Eight Years

[WSJ] Fed Officials Ready to Start Shrinking Portfolio in Months

[FT] Clouds start to form over high-yield debt

[Reuters] Trump pledges to act on North Korean threat

[Bloomberg] China Demands India Leave Himalayan Plateau in Rising Spat

[Reuters] Exclusive: Kurdish YPG militia expects conflict with Turkey in northern Syria

[WSJ] U.S., Russia Spar Over Approach to North Korea Threat

[FT] Qatar crisis deepens after Arab states attack ‘negative’ Doha

Wednesday Evening Links

[Bloomberg] Stocks, Dollar Gain Amid Fed Minutes as Oil Drops: Markets Wrap

[CNBC] US crude sinks 4.1%, settling at $45.13 and ending longest winning streak since 2012

[Bloomberg] Low Inflation Frays Fed Consensus

[CNBC] The Fed grows worried its loose policy threatens US financial stability

[Reuters] Fed minutes suggest increasing tensions on inflation shortfall

[Bloomberg] Now Fed Officials Are Starting to Wonder If the VIX Is Too Low

[CNBC] Explosion in money flowing into ETFs may lead to a market liquidity problem, Bank of America says

[Bloomberg] Moody's May Still Lower Illinois to Junk Even If Budget Enacted

[CNBC] Two major lending changes mean it's suddenly easier to get a mortgage

[NYT] Fed Officials Split Over Timing on Reducing Debt Holdings

[FT] Fed ready to begin unwinding stimulus ‘within months’