[Reuters] Wall Street Weekahead: Tariffs could lead to markdowns in retail shares [Reuters] Exclusive: U.S. may scale back Huawei trade restrictions to help [...]

Let’s begin with the markets. Ten-year Treasury yields dropped eight bps this week to 2.39%, nearing the March 27th low (2.37%). Two-year yields fell seven [...]

[Reuters] Shares swoon as Beijing ramps up war of words [Reuters] Yen gains as euro and yuan troubled by European vote and trade [Reuters] After Huawei blow, [...]

[Reuters] Stocks rise after upbeat Cisco, Walmart earnings [Reuters] Oil rises for a third day amid escalating Mideast tensions [CNBC] US housing starts rose [...]

[Reuters] Global stocks bounce fades on grim China data, Italy woes [Reuters] China lowers yuan mid-point to weakest level in 4-1/2 months [CNBC] Retail sales [...]

[Reuters] World stocks hover near two-month low, investor fears over U.S.-China trade war ease [Reuters] Oil prices jump on drone attack on Saudi Aramco [...]

[Reuters] U.S.-China trade setback prolongs the global equities slide [Reuters] Chinese yuan falls to 2019 low on U.S.-China trade setback [Reuters] Yen firms [...]

[CNBC] Trump tells China to ‘act now’ on trade or face a ‘far worse’ deal in his second term [Reuters] Wall St Week Ahead-Trade turbulence shows market [...]

[Reuters] China, U.S. to hold more trade talks as Trump ratchets up tariff threat [AP] Chinese envoy says trade talks with US have not broken down [AP] Trump [...]

What went wrong? Clearly, all the positive talk from both the U.S. and China painted a much too rosy picture of trade negotiation progress. From the Wall [...]

[Reuters] Wall St. lower on worries of protracted trade dispute [Reuters] Safe-haven yen, Swiss franc stand tall as trade tensions mount [Reuters] Oil rallies [...]

[Reuters] Global Markets-Shares sink as U.S.-China trade talks go to the wire [Bloomberg] China’s Yuan Tumbles to Lowest Since January on Trade War Fear [...]