Wednesday, September 4, 2019

Thursday's News Links

[Reuters] Wall Street higher on easing trade tensions

[Reuters] Treasuries - U.S. yields extend rise after ADP U.S. jobs data

[Reuters] Oil prices rise after U.S. confirms trade talks with China to start

[CNBC] China and US agree to meet in October for trade negotiations: Chinese Ministry of Commerce

[CNBC] Reliable China insiders hint that this round of trade talks could lead to a ‘breakthrough’

[Reuters] U.S. services sector growth accelerates; private payrolls jump

[CNBC] Private payroll growth way above Wall Street estimates despite recession fears

[Reuters] Recession risks rise for Germany as industrial orders plunge

[Reuters] Explainer: How important is Hong Kong to the rest of China?

[Reuters] Japan government eyes record budget spending, fiscal reform in doubt

[Bloomberg] Mario Draghi’s Last Salvo of Stimulus Is Under Threat

[Bloomberg] China’s Private Bond Defaults Climb to Record $4.4 Billion

[Bloomberg] China Signals Further Monetary Easing as Economic Headwinds Rise

[Bloomberg] Central Banks Dust Off Old Tools to Stem Risks From Easy Money

[Bloomberg] Europe Bond Sales to Blast Past 1 Trillion Euros in Record Time

[Bloomberg] The Unlikely Chinese Cities Where House Prices Rival London

[WSJ] Fed Lines Up Another Quarter-Point Rate Cut

[WSJ] Precious Metals Enjoy Resurgence in Negative-Yield World

[FT] Bundesbank boss and Germany’s Mr No looks likely to stay put

[FT] China local governments sound alarm on debt obligations

[FT] India’s households tighten their belts as economic gloom deepens

Wednesday Evening Links

[Reuters] Wall Street rises on strong Chinese data, Hong Kong and Brexit news

[Reuters] Oil prices rise over 4% on positive economic data from China

[Reuters] UK lawmakers approve Brexit delay law, defeating PM Johnson

[Reuters] British lawmakers back bid to block no-deal Brexit amid election haggling

[Reuters] In subtle differences, hints of robust Fed rate-cut debate

[Reuters] U.S. money fund assets hit highest since Oct 2009 -iMoneyNet

[Reuters] Explainer: How important is Hong Kong to the rest of China?

[Reuters] Rouhani says Iran to develop nuclear centrifuges

[Reuters] Erdogan says it's unacceptable that Turkey can't have nuclear weapons

[Bloomberg] Fed Says Most Businesses Are Optimistic, Consumer Spending ‘Mixed’

[Bloomberg] The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

[Bloomberg] Fed Officials Warn Consumer Is Alone in Carrying U.S. Economy

[WSJ] Apple Leads Corporate Bond Bonanza