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Saturday, June 9, 2018

Saturday's News Links

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[Reuters] In bombshell, Trump says U.S. backs out of G7 communique, criticizes Trudeau [CNBC] Trump refuses to back G-7 declaration, calls...
Friday, June 8, 2018

Weekly Commentary: Q1 2018 Z.1 Flow of Funds

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The first-quarter 2018 Z.1 "flow of funds" report can be viewed in two ways. From one perspective, key conventional data are un-e...
Thursday, June 7, 2018

Friday's News Links

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[BloombergQ] Stocks Drop, Bonds Mixed as Emerging Assets Suffer: Markets Wrap [Reuters] Trump vows to 'straighten out' G7 trade ah...

Thursday Evening Links

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[Reuters] Tech rally loses steam, McDonald's pushes Dow higher [CNBC] Trump spars with Trudeau, Macron on trade ahead of G7 summit [...
Wednesday, June 6, 2018

Thursday's News Links

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[BloombergQ] Stocks Edge Up as Momentum Eases; Treasuries Slip: Markets Wrap [Reuters] Euro and bond yields extend rally on ECB while risk...

Wednesday Evening Links

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[CNBC] Dow surges 300 points to close above 25,000 [Reuters] Trump to stick to hard line on trade as G7 showdown looms [CNBC] Kudlo...
Tuesday, June 5, 2018

Wednesday's News Links

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[BloombergQ] Trade Hopes Sustain Risk-On Mood; ECB Sinks Bonds: Markets Wrap [Reuters] Euro boosted but bonds and stocks sag after hawkish...

Tuesday Evening Links

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[Reuters] Asia stocks edge up as techs lift Wall Street, Italy still a worry [Reuters] Nasdaq ends at record close, S&P edges higher o...
Monday, June 4, 2018

Tuesday's News Links

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[BloombergQ] Stocks Struggle to Keep Momentum; Crude Declines: Markets Wrap [Reuters] Italy's bonds yields rise after new PM promises ...

Monday Afternoon Links

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[Reuters] Tech, consumer stocks lift Wall Street [Reuters] Trade war turns Canada's G7 summit into six-plus-Trump [CNBC] Cash-rich c...
Sunday, June 3, 2018

Monday's News Links

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[Reuters] Global shares shrug off trade tensions as U.S. data reassures [BloombergQ] Trade Tensions Intensify With Trump, Allies Set for S...

Sunday Evening Links

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[Reuters] Asian shares gain as upbeat U.S. jobs data offsets trade worries [NYT] How Mnuchin Keeps a Steady Grip in a Tug of War on Trade ...

Sunday's News Links

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[Reuters] Talks end with China warning trade benefits at risk if U.S. imposes tariffs [Reuters] Moscovici 'not optimistic' trade r...
Saturday, June 2, 2018

Saturday's News Links

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[Reuters] US isolated at G7 meeting as tariffs prompt retaliation [BloombergQ] Japan's Aso `Feels Sorry' for Mnuchin Amid Outrage ...
Friday, June 1, 2018

Weekly Commentary: Italian Drama

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As I see it, cracks are opening in the greatest Bubble of all time. Serious fissures have developed in EM, Europe and China. Meanwhile, th...