Monday, December 3, 2018

Monday Evening Links

[Reuters] Asia shares ease as doubts emerge over Sino-U.S. trade war truce

[BloombergQ] Stocks Rally on Trade Optimism; Curve Flattens

[Reuters] U.S. expects immediate action from China on trade commitments

[Reuters] As Fed says on track, narrowing yield curve could complicate debate

[Reuters] U.S. Trade Representative Lighthizer to lead talks with China: White House

[CNBC] Kudlow says progress in US-China trade will happen 'very quickly'

[BloombergQ] Surviving The Investing Game: Lessons From The World’s Greatest Stock Market Speculator 

[WSJ] Investors’ New Lifeline: The Trump Put

[WSJ] Trump Names Lighthizer to Run U.S.-China Negotiations

[WSJ] Analysis: Powell Did Not Say His View of Neutral Rates Had Changed

[FT] Mnuchin warns China against going soft on trade commitments

[FT] Senators warn Trump against more attacks on Fed

[FT] US yield curve flattest since July 2007

[FT] China vulnerable in war with US over computer chips

Monday's News Links

[BloombergQ] Stocks Rally, Bonds Dip on Trade Truce; Oil Gains: Markets Wrap

[Reuters] Shanghai shares rally, yuan firms after China, U.S. pause trade war

[BloombergQ] Oil Surges on Saudi-Russia Agreement, Alberta Production Curb

[CNBC] US factory activity jumps in November while construction spending falls for third month

[Reuters] Fed's Quarles: Fed watching data but will not react to 'every wavering'

[CNBC] China's descriptions of the Trump-Xi deal differ from the White House's in a lot of ways

[CNBC] It's not over: The US-China trade war is still on despite 90-day tariff ceasefire, experts say

[Reuters] Trump says China to cut tariffs on U.S.-made autos after trade war truce

[Reuters] Asia's outlook darkens as factory activity slips, new orders fall

[Reuters] China November factory activity up a touch but client demand ebbs: Caixin PMI

[CNBC] Qatar to quit OPEC after more than 57 years, denies decision related to Saudi-led boycott

[WSJ] U.S., China Face Thorny Obstacles to Lasting Trade Peace

[WSJ] Investors Rev Up the Risk in Subprime Auto Deals

[FT] Beijing moves to cement influence over world’s financial markets

[FT] Dollar debt sales hit 2½-year low

[FT] Taiwan manufacturing sector shrinks at fastest pace in 3 years

[FT] South Korea manufacturing drops back into contraction

[BloombergSub] Fed’s Clarida Says ‘Powell Put’ Not a Useful Concept for Policy