Thursday, April 19, 2018

Friday's News Links

[Bloomberg] Tech Drags Stocks Lower; Oil Falls as Dollar Gains: Markets Wrap

[CNBC] Trump blasts OPEC, says cartel is keeping oil prices 'artificially very high' and that 'will not be accepted'

[Reuters] China envoy says China will retaliate if U.S. insists on trade war: Xinhua

[Reuters] Exclusive: U.S. sorghum armada U-turns at sea after China tariffs

[Reuters] Trade tensions with U.S. testing resolve of Chinese consumers

[Reuters] Pricey U.S. home sales soar as buyers ignore new tax code

[Bloomberg] Hedge Fund Titans Pull Money From Funds for Huge Tax Bills

[CNBC] The 10-year Treasury could test the stock market's comeback

[WSJ] The Fed’s Capital Mistake

[FT] Payback time for QE looms — and it will be expensive

Thursday Evening Links

[Bloomberg] Asian Stocks Set to Slip; Bond Sell-Off Deepens: Markets Wrap

[Reuters] Tobacco and tech drag on Wall Street; yields boost banks

[Bloomberg] U.S. Weighs Emergency Powers to Curb Tech Investments by China

[Bloomberg] Bond Traders Refocus on 3% U.S. Yield as Inflation Bets Mount

[CNBC] Home prices just took the biggest jump in four years

[CNBC] What's behind the big commodities rally, and why it could be just getting started

[Bloomberg] Commodities Shoulder the Blame for Hits to Treasuries and Stocks

[Reuters] BOJ Kuroda steps up warning on protectionism as risk to Japan's recovery

[Reuters] Iran warns of 'unpleasant' response if U.S. drops nuclear deal: TV

[NYT] A.I. Researchers Are Making More Than $1 Million, Even at a Nonprofit

[FT] Government bond market sell-off accelerates

[FT] Treasury sell-off deepens despite equity weakness

[FT] Hong Kong’s currency intervention offers taste of what is to come