Monday, December 4, 2017

Tuesday's News Links

[Bloomberg] U.S. Tech Shares Rebound as Metals Fall With Pound: Markets Wrap

[Bloomberg] U.S. Trade Deficit Is Widest Since January

[Bloomberg] Growth in U.S. Service Industries Cools From a 12-Year High

[Bloomberg] State Street Says Short-Volatility Trades Are Storing Up Trouble

[Bloomberg] Senate Bill ‘Bombshell’ Could Raise Taxes on Tech

[BusinessWeek] China’s Infrastructure Binge Is Set for a Major Slowdown

[Bloomberg] Anglo-Saxon Capitalism Gets the Blame for Financial Crises

[CNBC] Stock market's crazy Monday could be a warning

[Bloomberg] Bitcoin is a 'dangerous speculative bubble,' Yale expert says

[Bloomberg] HNA's Units Are on a Borrowing Spree, Swallowing High Rates

[CNBC] North Korea's nuclear ambitions at 'dangerous point,' and could threaten China's market rally, Stephen Roach warns

[FT] The Trump bear market for bonds is fast arriving

[WSJ] Companies Push to Repeal AMT After Senate’s Last-Minute Move to Keep It Alive

Monday Evening Links

[Bloomberg] Asia Stocks Set for Declines as U.S. Rally Ebbs: Markets Wrap

[CNBC] Here are the tax plan differences the House and Senate still need to figure out

[CNBC] House Republicans introduce 2-week stop-gap to fund government, children's health insurance program

[Bloomberg] Brexit Breakthrough Fails as Irish Allies Flex Muscle With May

[WSJ] GOP’s Late Changes to Tax Bill Buoy Key Industries

[FT] Fears over debt load take shine off tax reform

[FT] Republican reforms threaten corporate tax credits

[FT] Kuroda’s ambiguity leaves traders guessing BoJ direction