Weekend 07/28 & 07/29
JPMorgan: QE Might Have Devastating Consequences After All – Zerohedge
A Record Number Of Companies Are Beating Estimates… And It’s Not Enough – Zerohedge
An Early End Of Tightening?
Friday 07/27
Q2 GDP Comes In At 4.1%, Highest Since 2014 But Misses “Terrific” Expectations – Zerohedge
Twitter earnings: 17 cents a share, matching estimates; misses on monthly active users – cnbc
BOJ Offers To Buy Unlimited Bonds After Bizarre Delay As Yield Surge – Zerohedge
Big Short’s Eisman Is Shorting Tesla for ‘Execution Problems’ – Bloomberg
The timeline of Trump’s tariffs on China, in one chart – businessinsider
Thursday 07/26
Trade war fears ease after US and EU agree truce – business live – guardian
Amazon earnings explode to record thanks to surprising e-commerce profit, stock gains – Marketwatch
Venezuela’s New Petro-Backed National Currency To Start Circulating In August – Zerohedge
Don’t fear a coming wave of corporate bond-rating downgrades, says S&P – Marketwatch
Draghi comments at ECB press conference – Reuters
Chinese Firms Are Net Sellers Of U.S. Commercial Real Estate, “First Time Since 2008” – Zerohedge
Durable Goods Orders Disappoint, But Military Spending Saves The Day – Zerohedge
Fitch: Global Quantitative Tightening to Start Next Year – fitch
UBS has outlined its top trades for the remainder of 2018 – businessinsider
Europe Likely to Disappoint Trump as Big Buyer of U.S. LNG – Bloomberg
MUFG Chief Says BOJ Should Revisit 2% Inflation Target – Bloomberg
Hedge fund titans who bet big on India now say they were scammed – et
How the Trump Tax Cut Is Helping to Push the Federal Deficit to $1 Trillion – nyt
What happened on Facebook’s nightmare conference call that wiped out nearly $150B in market value in 90 minutes – businessinsider
Wednesday 07/25
Trump and Juncker set for tough talks on trade – business live – guardian
Why the EU Was Already Likely to Import More U.S. Soybeans – Bloomberg
Trump: US and EU agree to work towards lower trade barriers – bbc
Boeing, GM, Fiat Shares Plunge As Trade War Blowback Crushes Outlooks – Zerohedge
Reuters watchlist: predicting the next downturn – Reuters
Fed Presidents Seek Powell Put to Prevent Inverted Yield Curve – Bloomberg
Fitch: Trade War Escalation Would Knock 0.4% off World Growth – fitch
Deutsche Bank second-quarter net profit drops as new CEO overhauls lender – Reuters
The BOJ has to get its message right if and when it decides to tweak its bond buying program – businessinsider
Australian inflation misses – businessinsider
The performance of major asset classes so far this year, in one chart – businessinsider
Wall Street’s favourite recession gauge is flashing yellow again — and not everyone thinks it’s a false alarm – businessinsider
Tuesday 07/24
Markets cheered by Google results ahead of eurozone PMIs – business live – guardian
China Caves: The Full Details Behind Beijing’s Launch Of Fiscal Easing – ZeroHedge
Trump Wants the Fed to Roll Back the U.S. Economy – Bloomberg
US Composite PMI Slows With “Steepest Rise In Prices On Record” – ZeroHedge
It’s Not a Price Increase, It’s Just a Trump Tariff Surcharge – Bloomberg
Fraud-Hit Indian Bank Gets Bailout to Avert Bond Panic – wsj
Turkey Unexpectedly Holds Rates, Triggering Market Sell-Off – Bloomberg
Here Are the Biggest Divisions in Global Markets Right Now – Bloomberg
Eurozone economy starts third quarter on softer footing – markit
IHS Markit Flash Germany PMI- German growth strongest since February – markit
UBS reports 9% profit jump — but warns of the ‘threat’ of Trump’s trade war – businessinsider
Why Weaker Yuan Risks Making Trade War a Currency War – Bloomberg
China’s regional banks hit by economic slowdown, bad loans soar – Reuters
‘Winds of change’: The Bank of Japan is facing a policy dilemma — here’s what could happen next – businessinsider
Japan’s manufacturing sector is starting to splutter – businessinsider
Everyone’s freaking out about a so-called yield curve inversion, but stocks do just fine when that happens – cnbc
Monday 07/23
Markets edgy as G20 warns that trade disputes threaten global economy – business live – guardian
Alphabet jumps more than 5 percent after big earnings beat – cnbc
A 5.3% GDP Print On Deck? – Zerohedge
Existing Home Sales Suffer Worst Losing Streak Since 2014, Price Hits Record High – Zerohedge
BOJ Policy Change Speculation Roils Markets – Βloomberg
Chicago Fed national economic indicator helped by factory-sector snapback – Marketwatch
Goldman says an all-out trade war would lower earnings for US companies by 15% – cnbc
Jamie Dimon on the trade war, infrastructure ’emergency’ and Trump – cnn
BOJ Offers To Buy Unlimited JGBs After Yields Surge, USDJPY Tumbles – Zerohedge
ECB Preview: Cruising to the end of QE – Danske Bank – FXSTREET
Key Events This Week: GDP, PMIs and ECB – Zerohedge
China Says It Has ‘No Desire’ to Devalue Yuan Amid Trade War – Βloomberg
China’s $74bn cash injection highlights growth worries – ft
BOJ policy tweak prospects jolt Japanese markets, yen – Reuters
A looming policy change by the Bank of Japan is already pushing Australian bond yields higher – businessinsider
The eyes of the financial world are suddenly back on Japan – businessinsider
Trump takes issue with the yuan’s stealthy devaluation and ‘manipulation’. Is he right? – scmp
G-20 calls for a stepped-up trade dialogue, but no agreement on the path forward – Reuters
Why the US and the EU need a trade ceasefire – cnn
Venezuela’s Inflation to Reach 1 Million Percent, IMF Forecasts – Bloomberg