Tuesday, June 5, 2018

Wednesday's News Links

[BloombergQ] Trade Hopes Sustain Risk-On Mood; ECB Sinks Bonds: Markets Wrap

[Reuters] Euro boosted but bonds and stocks sag after hawkish ECB comments

[Reuters] Italian CDS jump 22 bps as markets wobble on ECB rate hike debate

[Reuters] Rising exports push U.S. trade deficit to seven-month low

[CNBC] Weekly mortgage applications rise 4.1% as rates hit lowest levels in 6 weeks

[Reuters] EU plans to hit U.S. imports with duties from July

[CNBC] The ECB is about to take a key step toward an easy-money exit

[Reuters] Plausible that ECB can end bond buys this year - Weidmann

[Reuters] U.S. house prices to rise at twice the speed of inflation and pay: Reuters poll

[CNBC] David Stockman: Stocks will plunge 50% in this 'daredevil market'

[BloombergQ] How Brazil's Economic Recovery Got Run Off the Road: QuickTake

[NYT] Mexico Hits U.S. With Tariffs, Escalating Global Trade Tensions

[UK Guardian] Italy's PM takes aim at migrants and austerity in maiden speech

[Reuters] China says not scared after reported U.S. bomber trip over South China Sea

[WSJ] Mexico and Canada Add to Nations Striking Fear in U.S. Farmers

[FT] Banks feel the heat as investors exit eurozone equities

[FT] Eurozone bond yields rise on ECB policymakers’ remarks on stimulus

Tuesday Evening Links

[Reuters] Asia stocks edge up as techs lift Wall Street, Italy still a worry

[Reuters] Nasdaq ends at record close, S&P edges higher on data

[Reuters] Mexico peso slumps on NAFTA, Brazil currency eases

[Reuters] U.S. yields fall as worries about Italy resurface

[Reuters] Expect disagreements over tariffs at G7 summit: Canada official

[CNBC] There are more jobs than people out of work, something the American economy has never experienced before

[Reuters] Eye on Trump strongholds, Mexico hits back with pork, bourbon tariffs

[Reuters] Trump to meet trade advisers over $70 billion China offer -sources

[Reuters] Italy's new PM vows radical change, flanked by party bosses

[BloombergQ] Short-Volatility Complex Returns, Defying Wall Street Warnings

[BloombergQ] Dalio's Bridgewater Bearish on Financial Assets, ZeroHedge Says

[WSJ] Social Security Expected to Dip Into Its Reserves This Year

[FT] Brazilian real back on the ropes despite central bank intervention