August 04 (Saturday)

Markets
Upbeat earnings lift stocks as trade fears cap gains and pressure dollar (R)
Peak Earnings? Investors May Think So. Analysts Really Don’t (B)
China Fights Back After Yuan Slide (W)

Central banks
Low inflation and rising global debt: just a coincidence? (BIS)
Minutes of the Monetary Policy Meeting on June 14 and 15, 2018 (BOJ)

US
U.S. economy adds fewer jobs in July than forecast, but unemployment rate falls (MW)
Why a few economists think US job growth might not last without one key ingredient (C)
Who’s cashing in on roaring economy? By the size of paychecks, not most workers (MW)

Geopolitics & trade
China Threatens Retaliatory Tariffs on $60 Billion of U.S. Products (W)
There is ‘zero’ engagement between US and China as trade tensions escalate, official says (C)
Tit-For-Tat Becomes the Norm as U.S., China Dig In for Trade War (B)

Industries & companies
Consumer: Kraft Heinz Projects Stronger Sales Growth (W)
FANGs: Apple’s software suggests a larger iPhone X is coming (C)

Technology
Microsoft is building out A.I., but here’s what it thinks could go wrong (C)