Tuesday, July 16, 2019

Wednesday's News Links

[Reuters] Trade war, Brexit stoke debt and dollar, hit stocks and sterling

[Reuters] Euro zone bond yields renew slide, Italian yields at lowest since 2016

[Reuters] Oil prices gain, U.S. crude little changed after inventory data

[Reuters] U.S. housing starts fall; permits hit two-year low

[CNBC] Weekly mortgage applications drop as rates rise and homebuyers pull back

[Reuters] As Fed nears rate cut, policymakers debate how deep, and even if

[CNBC] China may be signaling it’s going hard-line — but it still wants a trade deal, says ex-Trump negotiator

[CNBC] China may slip back into its old habits as growth slows. That could raise debt levels again

[Bloomberg] White House Knows It Needs the Fed to Make a Dent in the Dollar

[Bloomberg] In Donald Trump vs. Jay Powell, New Battle Lines Are Being Drawn

[Bloomberg] China's Treasury Holdings Extend Drop Amid Trade-War Escalation

[Bloomberg] China’s Leaders Head to Secretive Summer Camp to Ponder Trump

[Bloomberg] This Corner of China's Debt Market May Grow to $654 Billion

[WSJ] Consumer Lending Powers Big-Bank Earnings, Upstaging Wall Street

[WSJ] Banks Get the Late-Cycle Blues

[FT] Jay Powell links Federal Reserve’s dovish tilt to ‘global factors’

[FT] Loan market turns ugly as beauty company is downgraded

[FT] Chinese and Vietnamese ships face off in South China Sea

Tuesday Evening Links

[Reuters] Wall Street slips after mixed bank earnings, Trump comments

[Reuters] Trump says U.S., China still have a long way to go on trade deal

[CNBC] Trade war to drag on as Trump says long way to go and China strikes hard-line tone

[Politico] Trump says his friendship with Xi not as good

[Reuters] As Fed approaches rate cut, policymakers debate how deep to trim

[Reuters] Powell says many at Fed seeing stronger case for U.S. rate cut

[Reuters] Fed's Evans says half-point cut in July could speed up hitting inflation target

[Reuters] Fed's Daly says she is not leaning one way or the other on rate decision

[Reuters] U.S. home builder sentiment inches up in July: NAHB

[Reuters] Big banks beat profit expectations but warning signs grow

[Reuters] Trump says 'a lot of progress' made with Iran to defuse crisis

[Bloomberg] Trump Says He Could Impose More China Tariffs If He Wants

[FT] Trump tries to woo Federal Reserve in China trade fight