Sunday, September 22, 2019

The U.S. Finally Has a Plan for Releasing Data on Treasuries Trading

https://www.bloomberg.com/news/articles/2019-09-22/u-s-finally-has-a-plan-for-releasing-data-on-treasuries-trading

China's Love Affair With Australia Fizzles as Tourism Boom Ends

https://www.bloomberg.com/news/articles/2019-09-22/china-s-love-affair-with-australia-fizzles-as-tourism-boom-ends

How the Fed’s funding struggles highlight the fragility of Wall Street confidence

https://www.marketwatch.com/story/the-fragility-of-wall-street-confidence-highlighted-by-feds-struggles-with-banking-system-funding-2019-09-21

Trump’s Next Trade Feud Has Parcels From China in Its Sights

https://www.bloomberg.com/news/articles/2019-09-21/trump-s-next-trade-feud-has-parcels-from-china-in-its-sights

Problem that would take 10,000 years for normal PC is solved in four minutes by quantum computer

https://news.sky.com/story/problem-that-would-take-10-000-years-for-normal-pc-is-solved-in-four-minutes-11815530

The World's Oil Security Blanket Has Been Torched

https://www.bloomberg.com/view/articles/2019-09-22/saudi-attacks-the-world-s-oil-security-blanket-has-been-torched

Banks Just Changed the Rules of the Negative Rate Game for Danes

https://www.bloomberg.com/news/articles/2019-09-22/banks-just-changed-the-rules-of-the-negative-rate-game-for-danes

Colleges are trying to fight declining enrollment with relentless building and renovation

https://www.axios.com/university-campus-construction-renovation-60a3ae26-2fb5-430d-a0a6-1a9018404bfc.html

Thursday, September 19, 2019

The West Has a Resentment Epidemic – Foreign Policy

Fed calms market, unclear how long it will continue special operations

https://www.cnbc.com/2019/09/19/fed-calms-market-unclear-how-long-it-will-continue-special-operations.html

Truckers are becoming more and more pessimistic about the US economy

https://www.businessinsider.com/truckers-trucking-economy-not-confident-2019-9

A measure of CFO optimism just turned negative for the first time on record as trade and recession fears linger

https://www.businessinsider.com/us-cfo-sentiment-negative-first-time-amid-trade-recession-fear-2019-9

Nobel-winning economist Robert Shiller: We’re ‘sneaking back into the old 2006 mentality’

https://finance.yahoo.com/news/economist-robert-shiller-were-sneaking-back-into-the-old-2006-mentality-134537232.html

Baby boomers fail at investing by avoiding bonds

https://www.marketwatch.com/story/baby-boomers-fail-at-investing-by-avoiding-bonds-2019-09-19

OECD says global economy will grow at worst pace since financial crisis

https://www.marketwatch.com/story/oecd-says-global-economy-will-grow-at-worst-pace-since-financial-crisis-2019-09-19

The U.S. isn’t even in the top 10 for best countries for retirement

https://www.marketwatch.com/story/the-us-isnt-even-in-the-top-10-for-best-countries-for-retirement-2019-09-19

U.S. Steel Becomes Third in Industry to Miss Earnings Estimates

https://www.bloomberg.com/news/articles/2019-09-18/u-s-steel-has-cut-1-800-jobs-in-europe-pares-earnings-forecast

Norway Delivers Rate Hike That Most Economists Weren’t Expecting

https://www.bloomberg.com/news/articles/2019-09-19/norway-delivers-rate-hike-that-most-economists-weren-t-expecting

Cramer says FedEx call was extremely 'dispiriting' about the economy

https://www.cnbc.com/2019/09/18/cramer-says-fedex-call-was-extremely-dispiriting-about-the-economy.html

Jeff Gundlach says recession odds before the 2020 election are rising

https://www.cnbc.com/2019/09/18/bond-king-gundlach-says-there-is-an-increasing-chance-of-a-recession-before-2020-election.html

Tuesday, September 3, 2019

US dollar just hit 2-year high, closes in on another major milestone

https://www.cnbc.com/2019/09/03/the-us-dollar-just-hit-a-two-year-high-and-is-threatening-to-make-another-major-milestone.html

Farmers Union Vice President Says Farmers Have 'Pretty Much Lost All Our Markets Since Trump Took Over'

https://www.newsweek.com/china-trade-war-trump-farmers-tariffs-bailout-subsidies-145747

Yield Curve’s Dark Vision for Growth Is Backed by Factories Slump

https://www.bloomberg.com/news/articles/2019-09-03/yield-curve-s-dark-vision-for-growth-backed-by-factories-slump

Negative Interest Rates Threaten the Financial System

https://www.bloomberg.com/view/articles/2019-09-03/negative-interest-rates-threaten-the-financial-system

You May Be Experiencing Secular Stagnation

https://www.ktep.org/post/you-may-be-experiencing-secular-stagnation

Goldman Sees Fastest Goods Inflation in 30 Years Outside of U.S.

https://www.bloomberg.com/news/articles/2019-09-03/goldman-sees-fastest-goods-inflation-in-30-years-outside-of-u-s

U.S. Manufacturing Contracts for First Time in Three Years

https://www.bloomberg.com/news/articles/2019-09-03/u-s-manufacturing-contracts-for-first-time-in-three-years

‘American Factory’ arrives in time fraught with U.S.-China troubles

https://www.rollcall.com/news/hoh/american-factory-america-china-troubles

Not All Economists Are Corporate Shills

https://www.bloomberg.com/view/articles/2019-09-03/weitzman-shows-that-not-all-economists-are-corporate-shills

Trump Economy Faces New Headwind as Interest Rates Fall: Banks Unwilling to Lend

https://www.thestreet.com/markets/trump-economy-faces-new-headwind-as-interest-rate-15073316

Monday, September 2, 2019

Here's a list of recession signals that are flashing red

https://www.cnbc.com/2019/09/02/heres-a-list-of-recession-signals-that-are-flashing-red.html

Mexican Manufacturing Index Contracts to Record Low

https://www.bloomberg.com/news/articles/2019-09-02/mexican-manufacturing-index-contracts-to-record-low

Why 'Zombie' Companies are on the Rise—and Could Soon Pose a Threat to the U.S. Economy

https://fortune.com/2019/09/02/why-zombie-companies-are-on-the-rise-and-could-pose-a-threat-to-the-u-s-economy/

Indonesia’s Nickel Ban Shows Resource Nationalism on the March

https://www.bloomberg.com/news/articles/2019-09-02/resource-nationalism-on-the-march-as-indonesia-tightens-curbs

Factories From Europe to Asia Reel Under U.S.-China Trade War

https://www.bloomberg.com/news/articles/2019-09-02/factories-from-europe-to-asia-reel-under-u-s-china-trade-war

20 years after the dot-com crash: Is this time different?

https://venturebeat.com/2019/09/01/20-years-after-the-dot-com-crash-is-this-time-different/

UK factory output 'falls at fastest pace for seven years'

https://www.bbc.com/news/business-49549149

China concessions to US would be ‘grave error’ in any trade deal

https://www.scmp.com/news/china/diplomacy/article/3025334/china-concessions-us-would-be-grave-error-any-trade-deal

US-China deal lacking trust is dangerous: Singapore's Chan Chun Sing

https://www.cnbc.com/2019/09/02/us-china-deal-lacking-trust-is-dangerous-singapores-chan-chun-sing.html

German manufacturing sector remains in contraction in August: PMI

https://www.reuters.com/article/us-germany-economy-pmi-idUSKCN1VN0LU