Thursday, August 17, 2017

Thursday Evening Links

[Bloomberg] Asia Stocks to Drop on Spain Attack, Trump Turmoil: Markets Wrap

[Bloomberg] Markets Roiled as Tension Mounts Over Trump Stance: Markets Wrap

[CNBC] Dow drops 200 points, led by Cisco; concerns grow Republican agenda will be derailed

[Bloomberg] ECB Searches for Stimulus Flexibility as End of QE Approaches

[WSJ] The ECB’s Good-News Problem: the Euro

[FT] Cautious markets focus on Trump and central banks

[FT] Tillerson says US is prepared to use force against North Korea

[Bloomberg] July Was the 2nd Hottest Month in Recorded History

Thursday's News Links

[Bloomberg] Stocks Fall, Bonds Gain Amid Rising Policy Concern: Markets Wrap

[Bloomberg] Fed Starts to Wonder If Cornerstone Inflation Model Still Works

[Bloomberg] ECB Officials Expressed Concern Over Risk of Euro Overshoot

[Bloomberg] The 48 Frantic Hours Before CEOs Broke With Trump

[Bloomberg] The Growing List of Money Managers Cutting Their Exposure to Junk Bonds

[Bloomberg] World's Biggest Money-Market Fund to Get Even Bigger, Fitch Says

[Reuters] South Korea's Moon says North Korean nuclear-tipped ICBM is a 'red line'

[CNBC] Forget North Korea — here's the other Asia flashpoint that has analysts worried

[Reuters] U.S. says joint S.Korea war games not on the negotiating table

[Reuters] China military criticizes 'wrong' U.S. moves on Taiwan, S.China Sea

[WSJ] Trump’s Remarks Rattle His Staff, Threaten Agenda

[WSJ] Fed Officials Split Over Timing of Next Rate Increase

[WSJ] ECB Worried by Euro Strength, Toyed With Changing Forward Guidance

[FT] Prominent China debt bear warns of $6.8tn in hidden losses

[FT] The perils of calling the peak of the equities bull run