June 27 (Thursday)

Markets
In a rare occurrence, both stock and bonds are having a great year (C)
There’s something wrong with this rally in the stock market, JP Morgan says (C)

Central banks
Trump Slams Fed’s Powell, Saying ‘We Should Have Draghi Instead’ (W)
Trump Redoubles Attacks on Fed Chair, Saying ‘I Made Him’ (N)
Trump says he can fire Fed’s Powell; it’s not that simple (R)
Fed’s Barkin Takes Wait-and-See Approach to Rate Setting (W)
Key Chinese Lending Rate Hits Lowest Since 2009 (W)

US
U.S. companies fear falling profit margins as trade tensions, deflationary forces persist (MW)
There’s a huge gap between what home buyers want and what’s for sale (MW)
Jamie Dimon sounds off on student debt crisis: ‘What we’ve done is a disgrace’ (C)

US politics
Here’s everything you need to know about the first 2020 Democratic presidential debate in Miami (C)
Democrats Look to Separate From 2020 Pack in First Debates (W)
Senate Passes $4.6 Billion Aid Package for Migrants at Border (W)
The Dangerous Folly of Lafferism (N)

Geopolitics & trade
‘My Plan B Is Maybe My Plan A’: Trump Threatens New Tariffs on China (N)
Companies Dodge U.S. Tariffs on China By Rerouting Goods (W)
Supreme Leader Says Iran Won’t Back Down From U.S. (W)

Industries & companies
Aerospace: Boeing Just One Factor Behind Drop in Durable-Goods Orders (W)
Autos: Tesla has a secret lab trying to build its own battery cells to reduce dependence on Panasonic (C)
Industrials: Industrials Continue Strong Run Despite Pullback in Goods Orders (W)

Cybersecurity
Hackers Strike Another Small Florida City, Demanding Hefty Ransom (W)

Offbeat
Giant Investors Are Coming After One of Wall Street’s Cash Cows (W)