Weekend 10/12 & 10/23
What to watch in third quarter earnings from U.S. companies – Reuters
Global economy enters period of ‘synchronised stagnation’ – ft
Retail Investors Are Acting As If A Financial Crisis Is Just Around The Corner – Zerohedge
It’s All About The December Tariffs Now: “These Negotiations Look Much More Difficult Than Phase 1” – Zerohedge
Cementing the trade dispute – nordea
Friday 10/11
Trade deal hopes and Brexit optimism lift markets – business live – guardian
Hang Seng rallying, with gains by Henderson Land, Sun Hung Kai Properties and MTR – scmp
Trump Says “Phase One” Of China Trade Deal Reached, Tariff Hike Delayed, Enforcement Plan ‘Still Being Worked Out’ – Zerohedge
QE4 “Not A QE” Begins: Fed Starts Buying $60BN In Bills Per Month Beginning Next Week – Zerohedge
Thursday 10/10
Business Live – guardian
Hang Seng getting a boost from soaring AAC, WH Group and Geely Automobile – scmp
US Consumer Price Growth Slows As Used-Car Prices Plunge – Zerohedge
It’s been a crazy 12 hours for US-China trade news — here’s what we know – cnbc
Fidelity joins the broker price wars by ditching commissions on stock trades – cnn
Tech Investors Should Brace for a $160 Billion ‘Gut Punch’ in December, Dan Ives – barrons
Top-level U.S.-China trade talks resume as irritants sour atmosphere – Reuters
MSCI Opens Door for Star Market Shares to Enter China Indexes Next Month – yicaiglobal
Wednesday 10/09
Trade war worries weigh on markets as US-China tensions rise – business live – guardian
Hang Seng Bank, other banks fall in Hong Kong on Morgan Stanley downgrades – scmp
FOMC Minutes Signal Governors Divided Over When To End Policy-Easing – Zerohedge
A massive housing bubble could form if Australia pulls the trigger on negative interest rates and quantitative easing, analysts warn – businessinsider
‘Like a red herring’: Why one CIO says earnings are irrelevant this year – yahoo
Fed Takes $31 Billion Securities In Overnight Repo As “Not A QE” Looms – Zerohedge
Asian markets retreat as trade tensions ratchet back up – Marketwatch
Tuesday 10/08
Business Live – guardian
Hong Kong Exchanges and Clearing jumps as it backs away from bid for London Stock Exc – scmp
Fed Announces QE4 One Day After BIS Warns QE Has Broken The Market – Zerohedge
Investors are loading up on cash. That’s not a good sign – Marketwatch
“Close To A Standstill”: IMF Warns Global Growth Will Be Cut To Lowest Since Lehman – Zerohedge
The Emerging Market Appeal in a Low-Yielding World – templeton
Risk Hammered On Report White House Planning Soft China Capital Controls; China Delegation May Leave One Day Early – Zerohedge
US Producer Prices Unexpectedly Plunge In September – Biggest Drop Since 2015 – Zerohedge
German Factories Feed Unexpected Rise in Industrial Output – Bloomberg
Chinese business activity expands at quickest pace for five months – markit
Monday 10/07
German factory orders slump as investor confidence hits six-year low – business live – guardian
Mixed Signals: Which Is More Relevant – The ISM Manufacturing Or Markit PMI Survey – Zerohedge
Half euro zone banks wouldn’t survive cash drought: ECB – Reuters
Dollar Shortage Returns As Repo Usage Rises To Highest In A Week – Zerohedge
SocGen Chairman Warns a Hard Brexit Risks a Global Recession – Bloomberg
Key Events This Week: Trade Talks And Central Banks – Zerohedge
GE to freeze pensions for about 20,000 employees, stock surges – Marketwatch
German Factory Orders Decline More Than Economists Forecast – Bloomberg
China takes some key trade issues off the negotiating table with U.S.: report – Marketwatch
Trump’s stunning call for China to investigate Joe Biden may have given Xi Jinping all the leverage he needs in the trade war – businessinsider