Thursday Evening Links

[BloombergQ] Stocks Rise, Bonds Fall as Tariffs, Jobs Data Loom: Markets Wrap

[CNBC] Trump says China could face more than $500 billion in US tariffs

[The Hill] Trump's trade war with China shifts into high gear Friday

[BloombergQ] Fed Minutes Reaffirm Gradual Rate Path as Trade Risks Rise

[CNBC] Fed: Letting inflation run too hot could lead to 'a significant economic downturn'

[CNBC] Fed balance sheet runoff hits another snag

[CNBC] The U.S. labor shortage is reaching a critical point

[BloombergQ] Share of U.S. Small Businesses With Job Openings Matches Record

[Reuters] Investors pull $8.26 billion from U.S.-based equity funds

[BloombergQ] Mega IPOs Are Spawning Asian Billionaires at a Torrid Pace

[Reuters] U.S. Navy says will protect commerce in face of Iran oil threat

[NYT] Trade War With China Looms as Midnight Tariff Deadline Approaches

[NYT] There Isn’t Much the Fed Can Do to Ease the Pain of a Trade War

[WSJ] U.S., China Prepare for Trade Battle

[WSJ] Fed Expects to Keep Raising Rates, Ending Years of Stimulus

[FT] Fed officials see rethink on monetary policy implementation

[FT] US-China tariffs in charts: global supply chains at risk

[FT] China market turmoil revives memory of previous carnage

[FT] Emerging market borrowers have quietest month in 3 years

[FT] Brazil remains a risky bet for investors as elections loom

[FT] Extreme heat sets records across the northern hemisphere