Macro Briefing | 4 August 2020

No agreement yet between White House and Dems on coronavirus relief: CNBC
Trump says US Treasury should get payout if American firm buys Tik Tok: BBC
China won’t accept US’s ‘theft’ of TikTok: Bloomberg
Trump claims authority to issue executive order on mail-in voting: Politico
Is Turkey a threat to NATO from within? NY Times
Coronavirus reinforces Fed’s role as lender to the world: WSJ
Global manufacturing activity expands in July–first growth since Jan: IHS Markit
US construction spending slumped to a one-year low in June: Reuters
US Mfg PMI: mfg sector continued to rebound in July: IHS Markit
US ISM Mfg Index: sector growth in July at fastest pace in 15 months: MW