Monday, October 1, 2018

Tuesday's News Links

[BloombergQ] U.S. Stocks Slip as Dollar Gains With Crude Oil: Markets Wrap

[BloombergQ] Italian Assets Suffer Fresh Blow as Borghi Evokes `Own Currency'

[BloombergQ] Oil Surges To Highest Since 2014 As Global Supply Concerns Mount

[BloombergQ] Rupiah Slides To Lowest Point Against Dollar Since 1998

[Reuters] Defiant Italy says no turning back on budget despite EU 'threats'

[CNBC] Trump's trade victories mean the White House can now 'focus all its ire on China'

[Reuters] Boston Fed's Rosengren: Job market too tight for too long poses risks

[BloombergQ] Manhattan Home Sales Tumble in a Market Clogged With Listings

[CNBC] Shadow banking crisis may push India's central bank to leave the rupee stranded

[BloombergQ] Duy: The Fed’s No Longer Guided by Concept of Neutral Rates

[Reuters] China condemns U.S. for South China Sea freedom of navigation operation

[Reuters] U.S. would destroy banned Russian warheads if necessary: NATO envoy

[WSJ] Fed Rethinks How to Define a Big Bank

[WSJ] China’s Property-Market Woes Deepen With Rising Rents

[WSJ] A Big Problem in the Shadows for India’s Financial System

[WSJ] Pentagon Says Chinese Ship Harassed a U.S. Vessel

[FT] Volatility is no sideshow for Italian bond investors

[FT] Beijing axes coal and steel production curbs as economy slows

[BloombergSub] Euro Chiefs Dismayed by Italy's Budget as Juncker Evokes Greece

Monday Evening Links

[Reuters] NAFTA replacement deal lifts Dow, S&P; Nasdaq negative

[CNBC] Here are some key differences between Trump's new trade deal and NAFTA

[Reuters] Trump says too soon to talk with China on trade

[Reuters] European, Asian factory growth sputters on weakening exports, Americas mixed

[BloombergQ] Fed's Rosengren Favors Hiking Until Rates ‘Mildly Restrictive’

[CNBC] This bull market run has echoes of the late 1920s, Nobel Prize-winning economist Shiller says

[WSJ] Ten Things to Know About the Nafta Deal

[WSJ] New Trade Deal Sets Stage for Contest With China

[WSJ] Fed’s Rosengren Says ‘Mildly Restrictive’ Monetary Policy Likely

[WSJ] Italy’s Bonds Fall Further on Budget Concerns

[FT] US-Mexico-Canada deal greeted with relief rather than enthusiasm