wiar 09-18-18

Mary FanslauWhat I Am Reading

September 18 (Tuesday) Markets Stocks Fall as Trade Threats Mount (W) Election Uncertainty Spurs Investors to Hedge (W) Japan For Japan’s Aging Military, the Future Is a Gray Area (W) US politics Opinion: Why President Trump will keep escalating the trade war with China until after the midterm elections (MW) Trump Promised a Rush of Repatriated Cash, But Company Responses Are Modest (W) Kavanaugh, His Accuser Invited to Appear Before Senate Committee (W) Democrats’ To-Do List: Translate Anger Into Actual Votes (W) Former Trump economic advisor Gary Cohn: Jamie Dimon would make a ‘phenomenal president’ (C) Geopolitics & trade Trump Tariffs to Hit $200 Billion of China Goods on Sept. 24 (B) Trump will slap 10% tariffs on $200 billion in Chinese goods — and they will go to 25% at year-end (C) Trade war could become currency war depending on how China fights back (C) A Twist in the U.S. Tariff Battle: ‘It’s Helping China Be More Competitive’ (W) Japan Challenges China With Submarine Exercise (W) Industries & companies Consumer: Why Coca-Cola May Add a Cannabis Component to Drinks (B) FANGs: Apple stock slips as analysts say iPhone preorders appear stable or down from last year (MW) FANGs: Apple Avoids Tariffs on Smartwatches, Earbuds (W) FANGs: iOS 12 Review: Free Update Revives Old Phones, Makes Siri Useful (W) Financials: Mortgage lenders may again lower standards as applications drop, former CitiMortgage CEO says (MW) Media: HBO vs. Netflix: What to Watch for at the Emmys (W) Tech: Oracle Reports Sales That Miss Estimates on Slow Cloud Effort (B) Corporate finance Nestle to Sell Gerber Life Insurance Unit for $1.55 Billion (B) Technology Amazon plans to release at least 8 new Alexa devices, including a microwave oven and in-car gadget (C)

wiar 09-17-18

Mary FanslauWhat I Am Reading

September 17 (Monday) Markets The Dow Gains 238 Points, Tariffs Be Damned (BR) It’s Not All Tech. Small Stocks Are Powering the Market Higher. (W) Evercore Says World-Beating S&P 500 Index Headed for New Highs (B) Credit & currencies The bond market is beginning to believe the Fed is serious about two more rate hikes this year (C) Lehman-Era Alphabet Soup of Market Products Is Back on the Table (B) Why the Euro Won’t Replace the Dollar (BR) The (Debt) Clock Is Ticking (BR) US Industrial Production Rose in August (W) Europe Make America Germany Again (E) China China’s tech founders mostly keep an iron grip over their firms (E) US politics Trump’s Trade Fights With Mexico and China Weigh on GOP Incumbents (W) Dimon Rules Out a Run in 2020, Regrets ‘Machismo’ in Trump Snub (B) Kavanaugh Accuser Comes Forward (N) Trade & cybersecurity Trump prepares to squeeze China with new tariffs on $200 billion of goods, throwing talks in doubt (C) China Weighs Skipping Trade Talks After U.S. Threats (W) Why China could withstand the trade war far longer than Trump thinks (WP) Tech’s New Problem: North Korea (W) Industries & companies FANGs: How Apple Got Upstaged (BR) FANGs: Amazon Investigates Employees Leaking Data for Bribes (W) Retail: #NikeBoycott Is Over. Why Activism Rarely Changes Sales. (W) Tech: Dell Makes Its Case (W) Technology The Human Promise of the AI Revolution (W) How to Buy a House the Wall Street Way (W) Offbeat Tallying the Economic Scars of a Hurricane (W) Amazon CEO Jeff Bezos’s new $2 billion philanthropic fund faces many unanswered questions (C)

wiar 09-15-18

Mary FanslauWhat I Am Reading

September 15 (Saturday) Markets Stocks Hang on to Weekly Gains (W) Rebound for Industrials Helps Stabilize U.S. Stocks (W) Nobel Prize winner Shiller sees ‘bad times in the stock market’ ahead (C) Central banks San Francisco Fed Picks Longtime Insider Mary Daly as New Chief (B) Janet Yellen Advocates ‘Lower-for-Longer’ Rates Plan for Future Slumps (B) US GDPNow in the third quarter of 2018 is 4.4 percent on September 14, up from 3.8 percent on September 11 (FRB-ATL) U.S. Consumers Brighten, Upbeat About the Future (W) Homeowners are sitting on $6 trillion in available cash, but they’re not tapping it (C) Young people say these are the 2 main reasons they can’t buy homes (C) Chicago is considering universal basic income to help struggling families (C) US politics Mueller Wins Manafort’s Cooperation in Plea Deal (B) Kavanaugh Denies Allegation of Sexual Misconduct in High School (W) Geopolitics & trade Trump Wants $200 Billion in China Tariffs Despite Talks (B) North Koreans Exploit Social Media’s Vulnerabilities to Dodge Sanctions (W) Industries & companies FANGs: Apple Watch Series 4 First Look: A Medical Wearable in Pretty Disguise (W) FANGs: The real reason Amazon’s HQ2 will be near Washington, D.C. (C) Media: Cord-Cutters Beware: Streaming TV Prices Are Marching Higher (W) Retail: Sears Reports Widening Losses and Tumbling Sales (W) Retail: Henri Bendel to Close After 123 Years (W) Corporate finance Mary Meeker Ditches Kleiner Perkins to Start Her Own Firm (B) Offbeat Florence Pounds Carolinas With Wind, Rain (W) Most Powerful Typhoon of 2018 Set to Cause Disruption in Asia (B) SpaceX Says It Signed Up Its First Moon Tourist (W)

wiar 09-14-18

Mary FanslauWhat I Am Reading

September 14 (Friday) Markets We’re Living in What May Be the Most Boring Bull Market Ever (B) Central banks I BOJ Policy Makers Clash Over Banks’ Complaints (W) ECB Lowers Growth Forecasts as It Confirms Stimulus Taper (W) ECB Takeaways: End of Stimulus Approaches, but Caution Remains (W) ECB Didn’t Discuss Much as Clock Ticks on QE Decision (B) The Tricky Part of the Fed’s Next Rate Increases (W) US Warnings Keep Coming About a Downturn That Will Hit in 2020 (B) Distrust, grit, relief, shock. What kids of the Great Recession think about money today (C) Consumer Prices Moderate After Run-Up Earlier in 2018 (W) As Economy Booms, U.S. Cities Report Slowing Revenue Growth (B) US politics House Republicans Move to Extend Individuals’ Tax Cuts (W) U.S. Budget Deficit Widened in August, Treasury Says (W) Feinstein Says She Has Relayed Information About Kavanaugh to Investigative Authorities (W) Trump Hits Back at JPMorgan CEO James Dimon (W) Geopolitics & trade Trump Plans to Rebrand Nafta, Warns Canada (W) Most Economists See Tariff Effects on U.S. Economy as Limited (W) Taking a Closer Look at U.S. Exports to China (FRB-SL) U.S. Sanctions Russia and Chinese Tech Firms as Alleged North Korean Front Companies (W) Industries & companies Autos: GM Recalls 1 Million Pickups and SUVs for Crash Risk (W) FANGs: Apple’s Challenge: Win Over China With Pricey New iPhones (W) Financials: Goldman’s Next CEO Replaces Finance Chief, Names Deputy (W) Retail: Forget Airline Miles. Retailers Pile on Perks for Big Spenders. (W) Retail: How Tech is Drawing Shoppers Back to Bricks-and-Mortar Stores (W) Technology The First Flying-Car Review (W) Driverless Hype Collides With Merciless Reality (W) Why Being First in 5G Matters (W) Offbeat Bernanke Admits Fed Made Mistakes Combating Crisis 10 Years Ago (B) The Jets May Be Good. This Is Bad. (W)

wiar 09-13-18

Mary FanslauWhat I Am Reading

September 13 (Thursday) Markets Wall Street Is Bullish on Global Economy Despite Emerging Markets (B) Brent Hits $80 for First Time Since May as Supplies Tighten (B) Central banks Fed Should Raise Rates for the Next Year or Two, Brainard Says (W) | Speech Economy Grows Moderately, But Trade Fears Rise, Fed’s Beige Book Says (W) | The Beige Book (FRB) Economists See BOJ’s July Policy Tweaks as `Stealth Tapering’ (B) BOJ Policy on Hold Until After 2019 Sales-Tax Hike, Survey Shows (B) US Median Household Income Rose 1.8% in 2017, Census Data Show (W) Highest Median Household Income on Record? (Census) Income and Poverty in the United States: 2017 (Census) Emerging Pakistan Pushes China to Realign Goals in Belt-and-Road Initiative (W) There’s an Inflation Crisis Brewing in the Philippines (B) US politics There’s Never Been a President This Unpopular With an Economy This Good (B) Jamie Dimon Quickly Backtracks on Bragging He Could Beat Trump (B) Leaked video shows upset Alphabet execs responding to President Trump’s election in company meeting (C) Trade U.S. Asks China for New Round of Trade Talks Led by Mnuchin (B) Japan, China Find Common Ground in Trump’s Tariffs as Leaders Meet (W) Cybersecurity Equifax, Before It Was Hacked, Feared Chinese Spying (W) Nearly 600 Russia-Linked Accounts Tweeted About the Health Law (W) Industries & companies FANGs: Apple Launches Biggest, Priciest iPhone Lineup Ever (W) FANGs: Here’s a first look at the new iPhone XS, iPhone XS Max and iPhone XR (C) FANGs: The danger in Apple’s iPhone pricing strategy (MW)

wiar 09-12-18

Mary FanslauWhat I Am Reading

September 12 (Wednesday) Markets New Way to Play FANG Stocks Falls Short for Some Investors (W) Hong Kong’s $2.1 Trillion Benchmark Stock Index Enters Bear Market (W) Reliance on Soaring Stocks Leaves the U.S. Dollar in a ‘Fragile’ State (B) These Are the Markets in Hurricane Florence’s Path (B) Central banks Markets See Highest Chance Yet of Two More Fed Hikes in 2018 (B) US U.S. Small Business Optimism Just Hit Its Highest Level in History (B) Job Openings Exceed Unemployed Americans Again in July (W) More Workers Are Quitting as Job Openings Rise (W) Steel Workers Demand Higher Pay as Tariffs Lift Profits (W) Older Workers Account for All Net Job Growth Since 2000 (FRB-SL) Investors finally embrace big single-family rental companies a decade after the financial crisis (C) China China Replaces Family Planning With Family Development as Births Decline (W) US politics Trump told Gary Cohn to ‘print money’ to lower the national debt, according to Bob Woodward’s book (C) Geopolitics & trade China Woos U.S. Companies Again, Curbs Trade Threats (W) China Seeks to Retaliate Against U.S. Over Dumping Violation (B) Industries & companies FANGs: Apple will probably lower iPhone prices on Wednesday — here’s why (C) Offbeat Robots Are Producing More of What You Eat (W) The Government May Want to Buy Your Dying Mall (W)

wiar 09-11-18

Mary FanslauWhat I Am Reading

September 11 (Tuesday) Markets S&P 500 Rises Ahead of Economic Data (W) Economic Confidence Is Really High. Perhaps It’s Time to Sell. (W) Borrowers Struggle to Raise Funds as Emerging Markets Tumble (W) Here’s how junk bonds became a ‘quiet haven’ for investors (MW) Central banks Boston Fed President Backs Quarterly Rate Increases (W) US Americans Haven’t Felt This Good About Income Growth Since 2001 (B) US politics This chart shows the dramatic rise in corporate cash brought home since the tax cuts (C) California Law Mandates Carbon-Free Electricity by 2045 (W) Four States Could Determine Control of House (W) Geopolitics & trade Trump Card: Japan’s Abe Bets on Trade in Bid for New Term (W) Trump Open to Second Kim Summit Despite Stalled Nuclear Talks (B) Industries & companies Autos: Tesla shares climb 8 percent after bullish analyst reports (C) Retail: Nike’s Stock Regains Ground After Kaepernick Ad Controversy (B) Technology Robots Can Manage Money. But Even They Need Humans. (NYT) Offbeat Hurricane Florence Grows to Category 4 as Coastal Evacuations Begin (W) Brain Data Could Help Read Moods, Potentially Treat Depression (W) Most Teens Prefer to Chat Online, Rather Than in Person (W)

wiar 09-10-18

Mary FanslauWhat I Am Reading

September 10 (Monday) Markets Asia markets broadly lower in morning trade as US-China trade jitters linger (C) FAANG-Shunning Stock Pickers Just Had Worst Month Since 2009 (B) The Nasdaq’s Plunge Was a Selloff Waiting to Happen (BR) Central banks Fed Ponders a New Tool to Avert Crises (W) Japan’s Central Bank Won’t Tweak Policy Again Any Time Soon, Ex-Official Says (B) US Wages Are Rising. Will Inflation Follow? (W) How to Spot the Next Financial Crisis (BR) Europe Google Case Asks: Can Europe Export Privacy Rules World-Wide? (W) China China Boosts Steel, Pressures Other Metals (W) US politics How the Midterm Elections Could Be Bullish for Stocks (BR) All The President’s Friends Show Up to Reject Image of Turmoil (B) Ex-Trump Adviser George Papadopoulos Sentenced to 14 Days in Prison (W) Geopolitics & trade Japan is worried about its alliance with America (E) Trump Shows He’s Ready to Go All-In Against China on Tariffs (B) Trump Presses Apple to Move Production to Avoid Tariffs (W) Who pays for tariffs? (E) Industries & companies Media: Viacom Stock Is Worth Buying Regardless of CBS and Moonves (BR) Tech: Why Microsoft thinks Amazon’s expansion is actually an opportunity for the software giant (C) Technology The 5G Race: China and U.S. Battle to Control World’s Fastest Wireless Internet (W) Bitcoin Tracker One and Ether Tracker One Suspended by U.S. SEC (B) Crypto Wipeout Deepens to $640 Billion as Ether Leads Declines (B) Offbeat An Alternative View of Boom and Bust Cycles (BR) The 7 Best Books About the Financial Crisis (BR) Florence intensifies, expected to become ‘an extremely dangerous’ hurricane targeting the US (C) African swine flu is causing alarm in China—and beyond (E)

wiar 09-08-18

Mary FanslauWhat I Am Reading

September 08 (Saturday) Markets U.S. Stocks Slump on Fears of New China Tariffs (W) Emerging Markets Gird for Tariff Announcement as Rout Hits Pause (B) Opinion: The emerging-markets crisis might just be getting started (MW) US Strong Economy Drives Wages Higher as Hiring Heats Up (W) Why workers are earning better pay — and why it won’t help them all that much (MW) Job Market Slack Is History (W) US politics Trump Urges Sessions to Launch Probe of Opinion Piece (W) Obama Accuses Trump of ‘Capitalizing on Resentment’ (W) Geopolitics & trade Trump says he’s ready to hit China with another $267 billion in tariffs (C) Chances Fade for U.S.-China Trade Deal (W) Tech Firms Say China Tariffs Will Set Back U.S.’s 5G Goals (W) Industries & companies Autos: As Tesla Shares Go Up in Smoke, Short Investors Go to the Bank (B) Autos: Tesla’s accountant quit after concluding Musk was ignoring go-private advice (C) Retail: Walmart Just Wanted to Sell Pricey Outdoor Gear. Then ‘All Hell Broke Loose.’ (W) Technology Look, Ma, One Hand: Typing Gets a Makeover (W) Offbeat Where did the trash in the Great Pacific Garbage Patch come from? How do we stop it? (C)

wiar 09-07-18

Mary FanslauWhat I Am Reading

September 07 (Friday) Markets Tech stock sell-off could be just beginning if trade war with China worsens (C) UBS Sees S&P 500 Dropping 5% Should Trump Levy 25% China Tariffs (B) Central banks Fed’s Williams Says Yield Curve Not Deciding Factor in Setting Rates (W) US U.S. Worker Productivity Rose in Spring at Best Pace Since 2015 (W) Layoffs Reach a Half-Century Low (W) Gen Z Is Coming to Your Office. Get Ready to Adapt. (W) Emerging Brazilian Front-Runner Jair Bolsonaro Stabbed on Campaign Trail (B) US politics I House Republicans Push to Lock In Tax Cuts Past 2025 (W) House GOP’s second phase of tax reform aims to make individual cuts permanent (C) Retirement and 529 education accounts would be expanded under GOP tax plan ‘2.0’ (C) US politics II Senior White House Officials Scramble to Deny Writing Op-Ed (W) Trump’s Ire at Op-Ed Is Unlikely to Justify a Federal Probe (B) Publishing Anonymous Column Is Rare, Editors Say (W) Release of Disputed Kavanaugh Documents Adds to Tumult at Confirmation Hearing (W) Geopolitics & trade Trump Gets Last-Minute Earful From Business Before China Tariffs (B) Service-Sector Businesses Are Getting Increasingly Jittery About Tariffs (W) President Trump hints to WSJ that trade fight with Japan could be next (C) Industries & companies Autos: Ford Recalls 2 Million Trucks Over Seat-Belt Malfunction (W) FANGs: Apple is creating an online tool for police to request information about users (C) FANGs: Amazon’s accounting system for sellers crashes a day after search malfunction (C) Media: Mattel Creates Film Division (W) Corporate finance EU Clears Apple to Acquire Song-Recognition App Shazam (W) Offbeat Why Luxury Brands Burn Their Own Goods (W) New Jersey Man Pleads Guilty to Stealing More Than $1 Million in Digital Currency (W)