Sunday, August 26, 2018

Monday's News Links

[Reuters] World stocks at highest in over two weeks, China's yuan rallies

[Reuters] Turkish lira slides nearly 5 percent as U.S. stand-off back in focus

[Reuters] Dollar softens as Powell disappoints bulls, Mexican peso up on NAFTA hopes

[Reuters] China sets yuan fix stronger than expected, revives 'X' factor

[CNBC] US-China trade war is poised to intensify: 'Both sides think they have the upper hand'

[CNBC] A battered Trump may escalate the US-China trade war ahead of midterms

[Reuters] China says investment may weaken further, to make 'good use' of fiscal policy

[BloombergQ] Turkey's Erdogan to Meet Russia, Iran Leaders as U.S. Ties Sour

[WSJ] Reporter’s Notebook: Ten Years After the Crisis, Jackson Hole Symposium Is a Quieter Affair

[FT] Jay Powell and the Fed face ‘dollar doom loop’ dilemma

Sunday Evening Links

[BloombergQ] Asian Stocks Set for Gains; Yuan Holds Rise on PBOC: Market Wrap

[BloombergQ] Turkish Lira Whipsaws as Traders Return From Holiday Break

[Reuters] Mexico, U.S. likely 'hours' away from agreement on NAFTA: minister

[Axios] The coming yearlong U.S. trade war with China

[BloombergQ, Das] Are Emerging Markets Ready for a Crisis?

[BloombergQ] Trump Paints Xi Into a Corner

[WSJ] At Fed’s Jackson Hole Retreat, Central Bankers Eye New Economic Risks

[FT] Fed officials see consumer costs as tariffs bite

[FT] US student debt balloons past $1.5tn

[FT] The Chinese model is failing Africa

Sunday's News Links

[Reuters] Powell sets Fed's course with data-based judgment

[BloombergQ] Fed Keeps Its Cool at Jackson Hole Despite Pressure From Trump

[Reuters] North Korea newspaper blasts 'double-dealing' U.S. after Pompeo's trip canceled

[WSJ] The Big Hedge-Fund Strategy That Isn’t Working

[FT] Battle stations: Asia’s arms race hots up