Tuesday, July 30, 2019

Tuesday Evening Links

[Reuters] Tech pulls Wall Street lower on Trump trade warning

[Reuters] Oil rises on expectations of Fed rate cut, another U.S crude drawdown

[Reuters] Pence says clock ticking on USMCA, but Democrats won't be rushed

[CNBC] Seven cities see home prices heating up again, but Seattle sinks, according to S&P Case-Shiller

[CNBC] Gold is set to surge no matter what the Fed does, traders say

[Reuters] U.S. money market strains will remain even with Fed rate cut -DoubleLine's Campbell

[NYT] Where Floods of ‘Biblical Proportion’ Drowned Towns and Farms

[Bloomberg] Trump Lashes Out at China ‘Rip Off’ Just as Trade Talks Resume

[Bloomberg] China's Profit Warnings Signal More Gloom for the Economy

[WSJ] U.S.-China Trade Talks Resume With No Breakthroughs in Sight

[FT] US-China trade talks resume amid barrage of mutual criticism

[FT] Trump unsettles markets by taking aim at Fed and China

Tuesday's News Links

[Reuters] Stormy sterling sinks again, stocks wilt before Fed

[Reuters] Treasuries - U.S. yields turn flat after in-line June personal spending data

[Reuters] Trump warns China not to wait for 2020 U.S. election to make trade deal

[Yahoo/Bloomberg] Dudley: The Fed Might Not Cut Rates More Than Once

[MarketWatch] Home prices continue to slow in May, Case-Shiller says

[Reuters] Possible dissent hangs over Fed's first rate cut in a decade

[CNBC] If the Fed cuts rates this week, it could widen a growing rift within the central bank

[Reuters] Bank of Japan keeps policy steady, warns of easing if price goal threatened

[CNBC] Companies are ramping up share buybacks, and they’re increasingly using debt to do so

[Reuters] Texas shale pioneers struggle to appease investors

[AP] Capital One target of massive data breach

[CNBC] Nobel Prize winner Robert Shiller makes the case for a rate hike: The economy is running ‘hot’

[Reuters] South Korea braces for Japan decision on trade status, seen as soon as Friday

[Reuters] German inflation eases unexpectedly, hits lowest since 2016

[Reuters] China's pig herd may shrink by 50% due to African swine fever: Rabobank

[Reuters] Hong Kong protesters disrupt train services, cause commuter chaos

[Bloomberg] U.S. Core Inflation Firms as Fed Gathers for Expected Rate Cut

[Bloomberg] China Says Hong Kong Protest Violence ‘Is Creation of U.S.’

[Bloomberg] Asset Bubbles to Zombie Companies: The Dark Side of Rate Cuts

[Bloomberg] More of India’s Shadow Banks Need to Go Bust

[WSJ] Trump Warns China of Tougher Trade Deal If He Wins Second Term

[WSJ] The Undeclared Currency War: How the ECB Is Forcing the Fed’s Hand