May 8, 2019 – BAF3M – Mr.Scorcia

Adjustments Review

The race to lead the WTO begins
Picking a winner could get messy
Americans need more guidance from the Fed
Spelling out the future path of policy would help
More corporate defaults seem to be on the way
Despite a mini-boom in the bond market, defaults are priced in
Europeans quibble about long trading hours: the finance edition
Europe’s stockmarkets are open for longer than anywhere else
The pandemic revives ultra-safe European bonds
The European Commission could soon become a big player in capital markets
Some economies are bouncing back. But recoveries can easily go wrong
Our analysis shows just how fragile consumer confidence can be
Stockmarket mania comes to China again. Can it last this time?
There are grounds for optimism but also signs of irrational exuberance
Why zero interest rates might lead to currency volatility
There is little scope for them to adjust to economic trouble. So something else must
America’s housing market is so far unfazed by recession
The property market seems strangely oblivious to the economic carnage around it
As foreign banks circle, China plots an “aircraft-carrier” defence
The government may let banks launch brokerages to fend off foreign marauders