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

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

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

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