Mar 27 (Tuesday)

Markets
Why everybody should stop blaming Trump and his tariffs for the market retreat (MW)
How Can Active Investors Survive in a Passive World? Get Small (B)
Invest in smaller assets rather than bigger ones (FT)

Central banks
Something’s Gotta Give in the Fed’s Forecasts (W)
The Fed May Have Jumped the Gun on Full Employment (B)

US
Homeowners Ditch Refinancings as Mortgage Rates Rise (W)

China
China’s Riskier Borrowers Escape Deleveraging and Sell Abroad (B)

Trade
U.S., South Korea Strike Trade Deal; Seoul Exempt From Steel Tariffs (W)
Trump Administration Seeks Freer Hand for U.S. Companies in China (W)
Decoding China’s Responses to Trump’s Trade Sanctions (NR)
Donald Trump’s China tariffs make sense (USA)
Tariffs On Imports? What Exactly Is an Import? (NYT)

Industries & companies
Financials: Wall St bonuses rise 17% to pre-crisis levels (FT)

Technology
China’s New Frontiers in Dystopian Tech (The Atlantic)

Offbeat
New Tax on Overseas Earnings Hits Unintended Targets (W)