Thursday, March 21, 2019

Thursday Evening Links

[Reuters] Wall St. gains as tech boost offsets bank losses after Fed stance

[CNBC] 10-year Treasury yield falls to 14-month low, signaling possible trouble with economy

[CNBC] Trump wants China to ‘double or triple’ its offer to buy US goods in trade negotiations, sources say

[Reuters] Beneath Fed's positive spin, an embrace of a tepid future

[Reuters] The Fed is prodding Americans to buy more on credit

[Reuters] DoubleLine's Jeffrey Gundlach calls Fed's 'reversal' on rates 'stunning'

[Reuters] U.S. labor market solid; manufacturing sector slowing

[USAT] 'It looked like an ocean': Severe Midwest flooding could last all spring

[CNBC] Mortgage rates just tanked thanks to the Fed – and they could go even lower

[Reuters] Brazil prosecutors say ex-President Temer led 'criminal organization'

[Bloomberg] Revenge of the Doves: How the Fed Mainstream Joined Two Outliers

[Bloomberg] JPMorgan's Kolanovic Says Bad Liquidity Is Behind Stock Chaos

[Bloomberg] Manhattan Homes Are Taking the Longest to Sell in Seven Years

[Bloomberg] Half the World Worries About Italy Getting Into Bed With China

[WSJ] The Bond Market’s Blind Faith in a Do-Nothing Fed

[FT] Treasury yield curve narrows to lowest since 2007

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