Monday's News Links

[Reuters] Wall Street drops after weak Chinese data; Tariff deadline looms

[Reuters] Stocks whacked as China export decline highlights trade war damage

[CNBC] Paul Volcker, the Carter-Reagan Fed chairman who beat inflation, dies at age 92

[Reuters] China says hopes it can reach trade agreement with U.S. as soon as possible

[UK Guardian] China tells government offices to remove all foreign computer equipment

[Reuters] Swelling U.S. IPO backlog points to crowded 2020 field

[Reuters] Japan upgrades third-quarter GDP as consumer, business strength absorbs hit from trade

[Reuters] Trump says Kim Jong Un risks losing 'everything' after North Korea claims major test

[Bloomberg] Repo Girds for Next Test as BIS, El-Erian Examine Crunch Causes

[Bloomberg] Beijing Orders Removal of Foreign Tech in State Offices, FT Says

[Bloomberg] China’s Latest Bond Scare Casts Doubt on a $1.3 Trillion Market

[Bloomberg] Japanification Is the Scourge Threatening to Go Global in 2020

[Bloomberg] North Korea Blasts Trump ‘Old, Erratic’ as Rhetoric Heats Up

[NYT] Paul A. Volcker, Fed Chairman Who Waged War on Inflation, Is Dead at 92

[NYT] Trump Cripples W.T.O. as Trade War Rages

[WSJ] As Tariff Deadline Looms, Investors’ Other Worries Fade Away

[WSJ] Investors Gird for Year-End Turmoil in Cash Markets

[WSJ] Junk Bonds Set for Pain if Economic Pessimists Are Right

[FT] Hedge funds key in exacerbating repo market turmoil, says BIS

[FT] New York Fed’s latest repo auction met with strong demand

Sunday Evening Links

[Reuters] Asian stocks pulled higher by Wall Street jobs rally but China caution prevails

[Reuters] Oil prices stumble on weak China exports hangover

[Reuters] China exports fall for fourth consecutive month as Beijing demands tariff rollback as part of trade deal

[CNBC] What Trump does before trade deadline is the ‘wild card’ that will drive markets in the week ahead

[Bloomberg] Repo Blowup Was Fueled by Big Banks and Hedge Funds, BIS Says

[Bloomberg] Now Repo Distortions Are Emerging in Europe’s $9 Trillion Market

[Bloomberg] Danger Lurks for Currency Market If Volatility Recurs, BIS Says

[FT] Beijing orders state offices to replace foreign PCs and software

Sunday's News Links

[Reuters] China November exports fall, but import growth hints of recovering demand

[AP] China’s trade with US sinks in November amid tariff war

[Reuters] China's potential growth below 6% over next five years: central bank adviser

[Reuters] Hong Kong sees biggest protests since democrats' election boost

[Bloomberg] The Shock and Awe Era for Central Banks Is Over

[Bloomberg] Wall Street Goes Slightly Crazy Each Weekday Afternoon. Here's Why

[Bloomberg] India’s Construction, Property Industries in Trouble, Rajan Says

[WSJ] Investors Bail on Stock Market Rally, Fleeing Funds at Record Pace