Tuesday, May 15, 2018

Tuesday Evening Links

[BloombergQ] Stocks Retreat as Treasuries Plunge, Dollar Gains: Markets Wrap

[BloombergQ] U.S. 10-Year Yield Reaches Highest Since 2011 as Rout Deepens

[BloombergQ] Turkish Assets Hammered by Erdogan's Vision as Crisis Deepens

[Reuters] At top of Fed, a dispute on policy picks up steam

[CNBC] Many forces are in place that could keep pushing rates even higher

[CNBC] Mortgage rates are surging to the highest level in 7 years

[CNBC] The US may be on the cusp of a 'hot, high-priced gasoline summer'

[Reuters] Trump Fed nominee signals skepticism on quantitative easing

[CNBC] Two of the supposedly safest stock market strategies are losing badly this year

[CNBC] Art Cashin: If the S&P 500 gets too much lower then I'll really start to worry

[Reuters] North Korea casts doubt on Trump summit, suspends talks with South

[WSJ] U.S. Bond Yields Jump to Fresh Highs on Retail Sales

[FT] EM currency index poised for worst day in a year

Tuesday's News Links

[CNBC] US stocks fall after Home Depot sales miss, interest rates advance

[CNBC] US 10-year Treasury yield jumps to highest level since 2011 above 3.06%

[Reuters] Global stocks sink as soft China data, trade fears weigh

[BloombergQ] Lira, Bonds Slide to Records as Erdogan Comments Spook Traders

[MarketWatch] Gold extends slide to push below $1,300 as 10-year yield clears 3% and dollar rallies

[Reuters] India bonds hit near 33-mth low, rupee weakest in 16 months on higher oil, inflation

[Reuters] U.S. retail sales increase moderately in April

[BloombergQ] What Fed Officials Are Saying About the Flattening Yield Curve

[Politico] Ross losing sway with Trump on China

[Reuters] U.S., China still 'very far apart' on trade: U.S. ambassador

[CNBC] Goldman: Something strange is happening with the US economy that could cause interest rates to jump

[BloombergQ] Bond Traders Get a Peek at the Apocalypse

[Reuters] China April investment, retail sales growth slows but factory output strong

[Reuters] China Jan-April property investment up 10.3 percent year on year

[BloombergQ] German Economy Stumbles as Europe Suffers Setback in Growth

[Reuters] Populist cleric Sadr all but wins Iraq election

[NYT] Medical Mystery: Something Happened to U.S. Health Spending After 1980

[WSJ] A World Apart: Charting the Gulf Between Chinese and U.S. Tariffs

[WSJ] Capital Spending Boom Is No Great Boost to Capital Markets

[WSJ] U.S., China Discussing Deal on ZTE, Agricultural Tariffs

[FT] Turkish lira touches yet another low as Moody’s warns on bank risk

[FT] Moody’s warns emerging economies over debt vulnerabilities

[FT] Strong dollar poses a sizeable risk for EM bonds

[FT] Dollar strength and emerging market stress are inseparable

[FT] Donald Trump’s bizarre U-turn on sanctions against China’s ZTE