Not much has changed this week, beyond further twits and drama with the White House and President Trump. Talk of trade-war, tariffs continue, with new threats to China and Japan. The Markets are starting to take a notice as all exchanges had a less than stellar development this week. In addition, troubles in Emerging Markets did not abate, with markets around the world down and in limbo of what is to come. Of course, what week would be complete without some news around Tesla and Elon Musk.
Economy, Trade & Fed
Thinking about that Surge in Growth by Econbrowser
Trump says has tariffs ready for further $267 billion worth of Chinese imports from Reuters
Chances Fade for U.S.-China Trade Deal Via WSJ
Fed’s Loretta Mester Says Strong Economy Supports Further Rate Hikes from Bloomberg
Canada sees increasing chance NAFTA deal can be struck this month: source by Reuters
Japan has become the ‘obvious target’ for Trump’s next trade salvo from CNBC
Why the billions China is pouring into Africa might not be smart money By South China Morning Post
Tightening job market delivers wage boost via Politico
Emerging markets: Argentina creaks under extreme stress by Financial Times
Argentina Proposes Major Central Banks Buy EM Sovereign Bonds via Bloomberg
Markets / Companies
The Next Financial Crisis Lurks Underground by New York Times
Retail’s new niche: Aging baby boomers from OregonLive.com
Chinese Bonds Feel the Chill as Deadly Swine Fever Spreads via Bloomberg
JP Morgan’s top quant warns next crisis to have flash crashes and social unrest not seen in 50 years via CNBC
SEC Wants to Keep Tabs on Social Media Posts That Could Move Markets by NextGov.com
When Machines (and Humans) Decide to Sell at Once. Via WSJ
Russia-Linked Money-Laundering Probe Looks at $150 Billion in Transactions. From WSJ
FAANG-Shunning Stock Pickers Just Had the Worst Month Since 2009. by Bloomberg
With Low Salaries, Amazon Executives Rely on Stock from The Information
US chip industry to warn Trump against export controls on Chinese trade via Nikkei Asian Review
DealBook Briefing: How Washington Dealt Big Tech a Sucker Punch via Dealbook
Tesla is getting crushed after two executives jump ship and CEO Elon Musk smokes weed from Business Insider
Nike’s online sales jumped 31% after company unveiled Kaepernick campaign via Marketwatch
Huawei unveils world’s most advanced chip to counter Apple by Nikkei Asian Review
China Reserves Steady as Yuan Declines Fail to Trigger Outflows via Bloomberg
Research / Interesting Reads
Watch What People Do, Not What They Say by A wealth of Common Sense
The AI, machine learning, and data science conundrum: Who will manage the algorithms? Via Zdnet.com
TSM Owner Andy Dinh On Building The Yankees Of Esports Teams from Forbes
Americans are changing their relationship with Facebook. By Pew Research Center
Alibaba and the Future of Business. From Harvard Business Review
What went wrong at Social Capital. By Axios
How much your kids will inherit should impact how hard you work from RadReads
Am I Paying Too Little for Stuff? By WSJ
Robots can develop prejudices just like humans via TechCrunch
Is Real Estate a Non-Correlated Asset Class? By A Wealth of Common Sense
Sweden’s crossroads moment by Politico
How Yield Differs From Income from MorningStar
The Financial Crisis Changed Home Buying Forever by WSJ