Wednesday, March 20, 2019

Thursday's News Links

[Reuters] Global stocks wilt as Fed shift sparks stampede into bonds

[Reuters] Treasuries - U.S. yields pare fall after jobless claims, Philly Fed data

[Reuters] Gold near 3-week peak on dovish Fed; palladium at record high

[Reuters] German 10-year yield hurtles towards 0 pct as Fed signals rate-hike halt

[Reuters] Dollar flattened in rush to wager on Fed rate reversal

[Reuters] Inside the Fed's balance sheet in four charts

[AP] UK’s May asks a wary EU to delay Brexit until June 30

[Bloomberg] This Might Be the Dollar Disaster Bears Have Waited For

[CNN] Trump eyes auto tariffs in EU standoff

[Bloomberg] Hong Kong Chief Warns of Collateral Damage Risk From Trade War

[Bloomberg] Chinese Banks' Record Fundraising Signals Industry Jitters

[Reuters] China urges U.S. to block Taiwan leader's Hawaii stop-over

[WSJ] Feldstein: The Debt Crisis Is Coming Soon

[WSJ] A Central Banking Domino Effect Is in Motion

[WSJ] Jumbo Mortgages Are Slowing Down, Testing Banks’ Postcrisis Playbook

[FT] Sovereign debt rallies after Fed confirms dovish turn

[FT] European foreign policy: a new realism on China

[FT] The shift away from Libor could threaten stability

Wednesday Evening Links

[Reuters] Banks stifle Wall Street rally following dovish Fed statement

[CNBC] 10-year Treasury yield dives to the lowest in a year after Fed says no more rates hikes

[CNBC] Dollar slammed by dovish Fed; pound remains weak

[Bloomberg] Banks Sink the Most in 2 Months, Bearing the Brunt of Fed's Dovish Turn

[Reuters] U.S. oil prices rise above $60 per barrel on tightening supply

[Reuters] Fed sees no rate hikes in 2019, sets end to asset runoff

[CNBC] Here’s what changed in the new Fed statement

[CNBC] Trump says China tariffs could stay in place for a ‘substantial period of time’ as trade deal develops

[Bloomberg] Trump Says Tariffs Will Stay Until China Complies With Deal

[Bloomberg] El-Erian: Why the Fed Solidified Its Policy U-Turn

[Bloomberg] Fed Gives Markets What They Want, Not Deserve

[CNBC] A growing list of companies from FedEx to BMW are warning about the world economy

[Reuters] Levi Strauss valued at $6.6 billion as IPO prices above target

[AP] Survey: Top CEOs report weaker economic outlook for 1Q

[Reuters] 'Golden cross' for stocks doesn't always glitter

[Reuters] France threatens to reject May's Brexit delay request

[WSJ] Fed Keeps Interest Rates Unchanged; Signals No More Increases Likely This Year

[WSJ] Trump Says Tariffs on Chinese Goods Will Stay for ‘Substantial Period of Time’

[WSJ] The Fed Plays It Safe

[FT] Fed’s caution surprises government bond market

[FT] A ‘very, very’ patient Fed: What analysts are saying