Sunday, June 30, 2019

Monday's News Links

[Reuters] U.S.-China trade truce pushes global stocks higher

[Reuters] Oil firms as OPEC+ poised to extend supply cut

[Reuters] U.S. factory activity growth weakest in June since 2016: ISM

[Reuters] Asia's factory activity shrinks, U.S.-China trade truce fails to brighten outlook

[CNBC] Morgan Stanley on trade truce: No real progress, downside risks to economy and market remain

[SCMP] Despite Donald Trump and Xi Jinping’s G20 handshake, mistrust and disputes persist in US-China trade war

[Reuters] Taiwan president to visit U.S. this month, move likely to anger China

[MarketWatch] Eurozone factory confidence dips on trade disputes

[Reuters] EU leaders suspend talks without deal on top jobs, Macron fumes

[Reuters] Hong Kong protests descend into chaos in direct challenge to China

[AP] Japan to restrict exports to South Korea, citing less trust

[Reuters] Iran says it has breached 2015 nuclear deal's stockpile limit

[Bloomberg] U.S.-China Trade Deal No More Likely After Truce, Chinese Adviser Says

[Bloomberg] Economists Are Skeptical That Trump-Xi Truce Will Rescue Growth

[NYT] Trump Restarts China Trade Talks, but the Two Sides Remain Far Apart.

[WSJ] Analysis: Fed Officials Will Find Little to Boost Outlook From Trade Truce

[FT] Currency warrior: why Trump is weaponising the dollar

[FT] Chinese tourism hit by trade war and renminbi depreciation

Sunday Evening Links

[Reuters] Global stocks enjoy relief rally in Asia, bonds retreat

[Reuters] U.S. stock futures jump after U.S. and China agree to resume trade talks

[Reuters] Yen sags, yuan soars after U.S-China trade truce

[Reuters] Oil prices rise more than 1% after Russia agrees to extend OPEC+ deal

[CNBC] Trump’s decision to let Huawei buy US products is ‘not a general amnesty,’ Kudlow says

[Reuters] China's factory activity shrinks as U.S. tariffs, slowdown hit orders

[The Hill] Internal cracks emerge in GOP strategy to avoid shutdown

[Reuters] Japan manufacturing activity shrinks in June as weak global demand slams exports: PMI

[Reuters] Preserve your ammunition, BIS urges top central banks

[Reuters] Halfway through 2019, tech leads on Wall Street

[Reuters] Hong Kong braces for big crowds at annual rally to mark handover

[WSJ] U.S.-China Trade Talks Are Back On but Obstacles Remain

[FT] Trump’s Huawei shift angers US security hawks