Wednesday, March 7, 2018

Thursday's News Links

[Bloomberg] Stocks Fluctuate, Bonds Gain Ahead of Tariff Plan: Markets Wrap

[Bloomberg] Draghi Says Euro-Area Turnaround Warrants Policy Dial-Back

[Reuters] 'Death by China' economist ascendant as Trump pushes tariffs, hits China

[Reuters] Trump plans to offer Canada, Mexico 30-day tariff exemption: official

[Reuters] China February exports jump 44.5 percent, strongest in three years, imports up 6.3 percent

[Bloomberg] How China Is About to Shake Up the Oil Futures Market

[CNBC] JP Morgan co-president warns of 'deep correction' for stocks totaling as much as 40% over next few years

[Bloomberg] Goldilocks Under Threat According to These Three Bear Charts

[Reuters] China says resolve to protect peace, stability in South China Sea unshakeable

[WSJ] Donald Trump Set to Sign Tariffs Decree Amid GOP Lawmakers’ Dissent

[FT] ECB edges towards ending crisis-era support

Wednesday Evening Links

[Bloomberg] U.S. Stocks End Mixed as Trade War Concerns Ease: Markets Wrap

[Reuters] Trump set to authorize steel, aluminum tariffs on Thursday

[CNBC] White House says Trump may exempt Canada, Mexico from tariffs

[Bloomberg] Trump Team Defends Steel Tariffs, Downplays Effect on U.S. Growth

[Reuters] Trump piles pressure on China over trade, to push ahead with tariffs

[CNBC] Wall Street should be afraid of what Trump does next after Cohn's departure

[CNBC] Bitcoin Dives After SEC Says Crypto Platforms Must Be Registered

[Bloomberg] Turkey Lowered by Moody's as Geopolitical Risk Rises; Lira Falls

[Bloomberg] Draghi Stares at Trade War Abyss as ECB Ponders Stimulus Outlook

[Bloomberg] Fed Sees Moderate Inflation as Tight Job Market Boosts Wages

[Bloomberg] Is Too-Big-to-Fail Over? Markets Don't Buy It, NY Fed Study Says

[WSJ] GOP Lawmakers Sign Letter Objecting to Trump’s Steel, Aluminum Tariffs

[WSJ] The Trade Deficit Trump Wants to Fix May Only Worsen

[WSJ] Spring Home Sales Could Be the Weakest in Years

[FT] Italy’s election: charts show how economic woes fuelled Five Star

[FT] Germany hesitates at Weidmann’s nomination for ECB presidency

Wednesday's News Links

[Bloomberg] Global Stocks Drop on Trade Gloom; Bonds Advance: Markets Wrap

[Bloomberg] U.S. Trade Gap Widens to Post-Recession High

[CNBC] Private-sector jobs grow by 235,000 in February, vs 195,000 expected: ADP/Moody's Analytics

[Reuters] U.S. fourth-quarter unit labor costs revised higher

[Bloomberg] EU Tells Trump to Brace for Retaliation Over Metal Tariffs

[Bloomberg] Treasuries as Trade War Leverage? Big Creditors Already Cut Back

[CNBC] With Cohn gone, Peter Navarro is unleashed at White House

[Reuters] Trade skeptics gain upper hand in White House as Cohn quits

[Bloomberg] What Market Players Are Saying on Departure of ‘Grown Up' Cohn

[Bloomberg] Wall Street Frets About Losing White House Friends as Cohn Exits

[Bloomberg] UBS Warns of ‘Deep Trade War’ as Commodity Giant Sees No Winners

[Bloomberg] Fed's Brainard Suggests Growth Tailwinds May Speed Hike Pace

[Bloomberg] How Currency Investors Are Bracing for a Full-Blown Trade War

[Bloomberg] Mystery Deepens Around China Energy Giant That Came From Nowhere

[NYT] The U.S.-China Rivalry Is, More Than Ever, a Fight Over Tech

[WSJ] Clouds Descend on Spring Home Sales

[FT] Europe fears blowback from Trump’s steel barrier