wiar 08-19-19

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August 19 (Monday)

Markets
Markets are braced for a global downturn (E)
These 10 ‘grey swan’ events could conspire to imperil global economy and markets (MW)
What Comes Next in Hong Kong Could Be Scary for Investors (BR)
Large Firms Trim Debt, Fueling Surge in Bonds at Center of Leverage Concerns (W)
Dollar Towers Above Rivals, Posing Fresh Threats to Financial Markets (W)

Europe
Italy’s 5-Star says Salvini no longer a credible partner (R)

US politics
White House says no recession in sight, pushes China trade talks (R)
Kudlow says he doesn’t see a recession on the horizon, defends Trump’s trade war (C)
White House trade advisor Navarro: ‘Technically we did not have a yield curve inversion’ (C)
Americans overwhelmingly support free trade as concern grows about Trump’s economy: NBC/WSJ poll (C)

Geopolitics & trade
Hong Kong Protesters Find New Momentum With Largest Rally in Weeks (W)
Hong Kong protesters throng streets peacefully in pouring rain (R)
Costly Tariff Spat Masks Deeper Trade Problems (W)
Trump says he talked to Apple CEO Tim Cook about tariffs and Samsung (C)
Exclusive: U.S. set to give Huawei another 90 days to buy from American suppliers – sources (R)

Industries & companies
Energy: Oil and Gas Stocks to Love (BR)
FAANGs: Why Apple doesn’t want users to replace their own batteries (C)
Media: Disney’s Latest Endeavor: Getting the Fox Studio on Track (W)
Media: An Internet Incubator Goes Back to Its Roots (BR)
Retail: Nordstrom Did So Much Right, but It’s Still in Trouble (W)
Retail: American Eagle Stock Will Soar Despite the Trade War (BR)

Offbeat
Danish PM says idea of selling Greenland to U.S. is absurd (R)