wiar 2-10-17

Mary FanslauWhat I Am Reading

February 10  (Friday) Markets Stocks Surge as Trump Signals Plan for Lower Taxes (W) US small-caps guru Ellenbogen warns over post-election rally (FT) BlackRock CEO Fink sees ‘dark shadows’ in financial markets (R) Biggest Stock Market Bull Says Trump Rally’s Just Getting Going (B) How China’s Dumping of Treasurys Will Affect U.S. Borrowing Costs (W) Central banks Kevin Warsh is a Contender for Federal Reserve Chair 2017 (BI) Fed’s Bullard Says Fiscal Uncertainty Should Delay Rate Hike (B) | Speech In Departure, ECB Officials Stump for the European Union (W) BOJ Deputy Governor Speech: Japan’s Economy and Monetary Policy US U.S. jobless claims near 43-year low; wholesale inventories surge (R) What’s Happening With Wage Growth? (B) One chart shows just how devastating healthcare costs are for American families (BI) Why Does Economic Growth Keep Slowing Down? (FRB-SL) Europe Worries Grow Over Euro’s Fate as Debts Smolder in Italy and Greece (N) Greek bonds sell off sharply as EU-IMF rift deepens (FT) Treat French Debt Like Italy, But Don’t Worry About Le Pen (W) How the Euro Became Decoupled From the Price of Assets (B) Greece’s Never-Ending Fiscal Drama Bubbles Back Up (W) Schaeuble Rules Out Greek Debt Cut as Violation of EU Rules (B) Greece’s Economy Minister Confident of Creditor Deal (W) Le Pen debt plan threatens massive default, say agencies (FT) Candidate for German Chancellor Finds a Rallying Cry: Trump (W) MPs give green light for Theresa May to trigger Brexit (FT) Merkel toughens plans to remove failed asylum seekers (FT) China Chinese Companies Rush In Where Bankers Fear to Lend (W) China January currency outflows (BI) Emerging PwC: Emerging economies expected to dwarf developed markets by 2050 (PI) US politics Trump Dealt Major Setback as Appeals Court Sides With Immigrants (B) Trump vows ‘phenomenal’ tax announcement, offers no details (R) If Trump and Congress ‘botch’ tax cut, GOP could lose House: Steve Forbes (C) Trump Slams Air-Traffic System, Cheering Privatization Advocates (B) Anti-Trump Employees Put Their Bosses in the Hot Seat (B) Geopolitics & terrorism U.S. Senators denounce Trump plan to focus counter-extremism program on Islam (R) In call with Putin, Trump rebukes nuclear treaty (R) Putin orders Russia’s air force to prepare for a ‘time of war’ — and NATO doesn’t stand a chance right now (BI) Why Trump Might Target Iran’s Revolutionary Guard (B) Nuance added to Trump’s pro-Israel stance (R) Washington Turns Attention to Yemen, Pleasing Gulf States (W) Domestic Politics in Other Nations Are Churned by Trump’s Wild Start (W) Industries & companies Autos: Morgan Stanley’s top auto analyst suggests GM could be broken up (BI) Consumer: Strong demand for soda in North America boosts Coca-Cola (BI) Consumer: Yum Brands whiffs on sales as fewer people eat at Pizza Hut (BI) Retail: Whole Foods is sliding after missing on earnings and slashing its guidance (BI) Tech: Intel, in Show of Support for Trump, Announces Factory in Arizona (N) Offbeat The 10 Biggest Superyachts Docking in Miami Next Week (B)

wiar 2-9-17

Mary FanslauWhat I Am Reading

February 9  (Thursday) Markets Corporate Earnings Have Been Great, and Markets Just Don’t Care (B) Gold Nears Three-Month High as Buyers Flock Back to Top ETF (B) Confusion Over Dollar Policy Is Keeping Currency Traders Up at Night (B) Euro redenomination risk edges on to investors’ radar (FT) Corporate finance Firms Slash Interest Tab in $100 Billion Refinancing Blitz (W) Central banks How the ECB has changed European bond markets (FT) BOJ Minutes US A Mismatch of Home Buyers and Sellers Points to Pain This Year (W) What Happened When the U.S. Got Rid of Guest Workers? Farms Used Less Labor (W) The Next American Farm Bust Is Upon Us (W) Europe IMF: Greek debt will become ‘explosive’ within 13 years (BI) | IMF Report Greek Government Divided Over Deadlock in Creditor Talks (W) Greece’s crisis flare-up couldn’t come at a worse time — for France (BI) Brexit Bill Passed by Lower House of Parliament, Heads to Lords (B) Asia China Should Allow Three or More Children: Top Demographer (B) Hong Kong’s Frenzied Home Buyers Just Can’t Be Stopped (B) Cracks Are Appearing in Australia’s Trillion-Dollar Debt Pile (B) US politics Obamacare Provisions Gain Unexpected Backers as GOP Moves to Rewrite Law (W) Trump Fixes Flaw in Post-Crisis Regulatory Crackdown (W) Trump Keeps Up Pressure on Courts Over Immigration Ban (W) Trump claims legal authority to impose travel ban (FT) U.S. Weighs Terror Label on Iran Guard, Muslim Brotherhood (W) Geopolitics Companies Plow Ahead With Moves to Mexico, Despite Trump’s Pressure (W) United Airlines CEO: Trump’s Mexico wall is “damning and damaging” to America (BI) Industries & companies Financials: Wells Fargo Board Likely to Eliminate 2016 Bonuses for Top Executives (W) Financials: Banks Are Finally Sprouting Anew in America (W) Media: Disney beat on earnings despite struggles at ESPN (BI) Media: Time Warner Posts Large Jump in Revenue (W) Media: Viacom to Narrow Focus to Six Key Cable-TV Channels (W) Retail: The case for why Amazon should buy Macy’s (BI) Retail: Books are back because Amazon likes them (FT) Retail: Nordstrom Just Keeps Getting Trumped (B) Tech: Intel Announces $7 Billion Investment in Arizona Plant (W) Technology Robot Baristas Serve Up the Future of Coffee at Cafe X (W) Dyson’s perfectionists invent a future beyond vacuum cleaners (FT) Offbeat Study raises questions about the usefulness of equity research (FT) Assessing international capital flows after the crisis (BIS)

wiar 2-8-17

Mary FanslauWhat I Am Reading

February 8  (Wednesday) Markets Rumors Of The Bond Market Bull’s Death Have Been Greatly Exaggerated (B) In Shadow of Le Pen and Brexit, Traders Redraw European Strategy (B) Politics Don’t Scare Fans of Ultralong European Debt (W) Lazard’s Temple Says Time to Reshape Portfolio on Inflation Risk (B) Emerging Markets Rally Despite Trump Worries (W) Central banks Fed, BOE Join Pimco’s Cold Currency War With Covert Depreciation (B) Kashkari Says Economy Still Needs Low Rates as Inflation Lags (B) US Bank Corporate Loan Growth is Stalling (BI) BOE’s Forbes Says U.K. Economy May Soon Need a Rate Increase (B) US U.S. Trade Gap Widens in 2016 as Exports, Imports Both Shrink (B) Investors Cut Back on Commercial Property (W) FRB-ATL: GDPNow model forecast for real GDP growth (saar) for Q1 is 2.7% down from 3.4% Europe German Industrial Output Unexpectedly Falls Most in 8 Years (B) Merkel faces clash with Poland’s Jaroslaw Kaczynski (FT) PwC predict UK economy to be the fastest growing in G7 over the next three decades Scottish Parliament Votes Against U.K. Pulling Brexit Trigger (B) Greece, again IMF says Greece should meet lower fiscal surplus target (R) IMF board split over bailout terms for Greece (FT) Greek Two-Year Yields Approach 10% Amid IMF Standoff With EU (B) Struggling Greece Makes Data the Enemy (W) China China Jan FX reserves fall below $3 trillion for first time in nearly 6 years (R) As China’s Doors Open, Foreign Investors Worry About Exits (B) Trump could name China a ‘currency manipulator’ in the coming weeks (BI) China Courts Ivanka, Jared Kushner to Smooth Ties With Trump (B) Emerging Business bets on Brazil economic rally (FT) Korea is 20 years away from a ‘demographic time bomb,’ IMF says (BI) Flood of Cash Swamps India’s Tax Hounds (W) US politics GOP Plan to Overhaul Tax Code Gets Held Up at the Border (W) Trump’s $1 Trillion Plan May Buy Less Metal Than You Think (B) Trump is promising a big shake-up at the FDA — here’s what that could mean (BI) Trump’s Immigration Action in Court’s Hands (W) Tech CEOs Take a Stand Against Trump Order (W) Trump’s H-1B Visa Crackdown Threatens Cutting-Edge U.S. Medicine (B) Ivanka Trump: The Quiet Power Behind the President (B) Geopolitics & cybersecurity Abe drums up business pledges to woo Trump (FT) ‘Dark Web’ Sites Hit in Cyberattack (W) Industries & companies Asset Management: Even if Fiduciary Rule Changes or Dies, Fund Firms’ New Share Classes Will Stay (W) Autos: GM Closes Profit Gap on Rivals as Truck Sales Rise (W) Autos: Mexico Is Key Cog in GM’s Profit Machine (W) Autos: GM hit from Brexit takes shine off strong US sales (FT) Autos: VW Subsidiary to Invest $2 Billion to Promote Electric Vehicles (B) Autos: Volkswagen Forms U.S. Unit for Zero-Emission Vehicles (W) Autos: Ford Tries to Regain Momentum in Oversize SUVs (W) Financials: Debating Whether Dodd-Frank Is Worth Saving (B) Financials: Trump’s push to roll back financial regulation is a ‘big mistake’ (BI) Financials: French bank BNP Paribas is spending €3 billion to ‘build the bank of tomorrow’ (BI) Pharma: Trump Sinks Drug Stocks Again on Medicare Drug Price Negotiation (B) Retail: Michael Kors Focuses on Handbag Quality to Battle Discounting (W) Tech: Apple beat Samsung in smartphone shipments for the first time in 5 years (BI) Offbeat Investment: Final call for the research analyst? (FT) Sen. Warren Book on Middle Class Coming in April (B)

wiar 2-7-17

Mary FanslauWhat I Am Reading

February 7  (Tuesday) Markets Trump-Policy Concerns Send Gold Shooting to a Two-Month High (B) Goldman Sachs Economists Are Starting to Worry About President Trump (B) European Bonds, Not the Euro, Take the Biggest Political Hit (B) Oil U.S. Oil and Gas Prices May Tumble On Trump’s ‘Energy Revolution’ (B) Central banks The Mortgage-Bond Whale That Everyone Is Suddenly Worried About (B) ECB’S Draghi fires back at the Trump team (BI) FRB January 2017 Senior Loan Officer Opinion Survey on Bank Lending Practices US Abe to Tout Japan’s U.S. Investment Plans in Trump Meeting (W) Japan readies package for Trump to help create 700,000 U.S. jobs (R) Europe German Factory Orders Surge Most Since 2014 on Investment (B) Euro fades in face of French election risks (R) France’s Le Pen takes aim at EU in presidential bid launch (EU Observer) Scottish independence vote may be decided ‘within weeks’ (R) China China’s services sector, now the largest part of the economy, is chugging along nicely (BI) US politics Donald Trump might be more popular than you think (PO) Trump and Staff Rethink Tactics After Stumbles (N) Trump Immigration Ban on Track for Supreme Court (B) The ‘Unflappable’ Guy Helping Paul Ryan Keep Peace With Trump (B) Pence May Have to Cast an Unprecedented Vote to Get DeVos Confirmed (B) Trump says he’s mulling ‘defunding’ California in fight against sanctuary cities (C) Federal workers turn to encryption to thwart Trump (PO) Geopolitics Iran Moves Atop Trump’s Confrontation List (W) Iran Avoids Taking Trump Bait to Collapse Nuclear Deal (B) Iran says U.S. sanctions stop American oil firms taking part in projects (R) Trump Administration Explores Driving Wedge Between Russia and Iran (W) Russia Open to Pragmatic Relationship With U.S. (W) The Kremlin wants an apology from Fox News after Bill O’Reilly described Putin as ‘a killer’ (BI) China welcomes Mattis’ emphasis on South China Sea diplomacy (R) Industries & companies Aerospace: Trump’s ‘America First’ policies are catapulting Boeing into dangerous territory (BI) Autos: Toyota raises profit outlook, says will keep producing at home (R) Financials: SEC Faces Obstacles to Rolling Back Dodd-Frank Rules (W) Financials: The $100 Billion Reason Investors Loved Trump’s Bank Order (W) Media: Time to Hop Off Disney’s Thrill Ride (W) Media: Disney CEO Iger May Extend Tenure Again (W) Pharma: Big Pharma’s Offer to Trump: Discounts When Drugs Don’t Work (B) Technology Amazon’s supermarket of the future could operate with just 3 staff — and lots of robots (BI) Offbeat The Patriots’ Insane Comeback: One for the History Books (W) This incredible bobbling catch will go down as one of the greatest catches in Super Bowl history (BI)

wiar 2-6-17

Mary FanslauWhat I Am Reading

February 6  (Monday) Markets Ed Yardeni Sees Upside of 10% for US Stocks (BR) Is It Too Late to Get In on MLPs’ Latest Bull Run? (BR) Oil Oil’s Promised Land Slips Away on OPEC Leaks (B) Gusher in Oil Prices Could Gain Strength (BR) G.O.P. Hurries to Slash Oil and Gas Rules, Ending Industries’ 8-Year Wait (N) Central banks The Uneasy Politician: Yellen Struggles to Fend Off Fed Critics (W) Schäuble says ECB keeps euro ‘too low’ for Germany (FT) US politics Cohn Emerges From Shadows Touting Dodd-Frank Overhaul (B) Republicans Are Poised to Roll Out Their Roll Back of Dodd-Frank Law (W) Trump’s border tax plan has one problem (BI) Democrats See Opening Against Gorsuch in Trump Attack on Judge (B) ‘So-called judge’ derided by Trump known for fairness, work with youth (R) McConnell Distances Himself From Trump Stances (W) Why Democrats probably won’t win back Congress in 2018 (BI) Geopolitics & terrorism Trump Troubled by Ukraine Fighting, Watching Russian Response (B) U.S. Issues Perplexing Statement on Ukraine Conflict (W) U.S. Suggests Path to End Russian Sanctions (W) Rubio blasts Trump’s defense of Putin: ‘We are not the same’ (BI) China’s Intelligent Weaponry Gets Smarter (N) Why cyber attacks are becoming Iran’s weapon of choice (BI) Not ‘Lone Wolves’ After All: How ISIS Guides World’s Terror Plots From Afar (N) Mexico Mexico Teeters Between Recent U.S. Friendship and 170 Years of Hostility (W) Mexico warns of global impact if Nafta collapses (FT) Industries & companies Financials: Dodd-Frank Rollback Sets Up $100 Billion Windfall for Bank Investors (W) Retail: Steer Clear of Retail Wrecks (BR) Tech: This Time, AMD’s Revival Is for Real (BR) Offbeat America’s Most Expensive House … Times Two (N)

wiar 2-4-17

Mary FanslauWhat I Am Reading

February 4  (Saturday) Markets Should Dollar Rise or Fall? The Trump Team’s Message Is Garbled (N) Central banks Jobs Report Justifies Yellen’s Patience on Rate Hike Timing (B) Higher Jobless Rate Suggests Economy Has Room to Run (W) Fed Toughens Stress Test for Banks (W) | FRB releases scenarios for 2017 BOJ Minutes Bank of Japan intervenes to buy 10-year JGBs (FT) US U.S. job growth accelerates in January, but wages lag (R) Slowdown in Wage Gains Muddies Picture of Tight U.S. Job Market (B) Skilled Workers Are Scarce in Tight Labor Market (W) The End of Employees (W) Trump Isn’t the Only Older Worker Staying on the Job (B) Europe Trump Ghost Looms Over EU Summit as Leaders Push Back (B) Conservative Fillon fights to stay in French presidential race (R) US politics I Trump to Order Dodd-Frank Review, Halt Obama Fiduciary Rule (B) Trump Signs Actions to Begin Scaling Back Dodd-Frank (W) How Big Banks Want Donald Trump to Change Regulation (W) G.O.P. Campaign to Repeal Obamacare Stalls on the Details (N) Republican border adjustment tax: how it could work (FT) US politics II Senator Warren to Gary Cohn: Recuse yourself (NN) U.S. Revokes Tens of Thousands of Visas in Trump Travel Ban (B) U.S. business leaders express concerns to Trump about travel ban (R) Der Spiegel published a very graphic cover on Trump’s immigration ban (BI) Trump Vows to ‘Destroy’ Law Banning Political Endorsements by Churches (N) Geopolitics Trump’s Bluntness Unsettles World Leaders (W) Trump Embraces Pillars of Obama’s Foreign Policy (N) The Anti-Trump Is Rising in Mexico (B) Taking the Land for the Wall Will Be a Nightmare (B) U.S. sends Navy destroyer to patrol off Yemen amid Iran tensions: officials (R) U.S. Imposes New Sanctions on Iran in Wake of Missile Tests (B) U.S. warns North Korea of ‘overwhelming’ response if nuclear arms used (R) In Japan, U.S. defense chief reaffirms commitment to security treaty (R) A quick roundup of US allies the Trump administration has already attacked (C) Israel interprets U.S. settlements statement as green light (R) Industries & companies Defense: LOCKHEED MARTIN: Trump’s ‘personal involvement’ helped get lowest  price on latest F-35 batch (BI) Financials: Deutsche Bank to Cut Equities and Fixed Income Trading Staff (B) Materials: Coal Miners Begin Selling Shares to Public Again After Period of Tumult (W) Retail: Macy’s Receives Takeover Approach From Hudson’s Bay (W) Retail: Hours after Nordstrom cut ties, Ivanka Trump’s line has disappeared from Neiman Marcus’ website (BI) Retail: Amazon’s rising costs take shine off bumper sales (FT) Offbeat Will Lady Gaga Take on Trump at the Super Bowl? Place Your Bets! (W) Vancouver home sales are crashing (BI)

wiar 2-3-17

Mary FanslauWhat I Am Reading

February 3  (Friday) Markets For Many Firms, Trump Dominates Earnings Calls (W) Oil U.S. May Export More Oil in 2017 Than Four OPEC Nations (B) This oil market black swan is emerging as Michael Flynn puts Iran ‘on notice’ (C) Central banks Janet Yellen: The Uneasy Politician (W) Fed’s Bonds Are Growing Up, and That Means Less Economic Support (W) US Factory Skills Gap Could Spell Trouble for Trump’s Jobs Plan (B) Trump’s Blue-Collar Populism Is Dividing Unions (B) ‘Just Send Them’: Emanuel Tells Trump to Send Federal Help (N) Europe Bank of England upgrades UK growth forecasts (FT) China China sends its billionaires a chilling message (FT) Emerging How Do Israel’s Tech Firms Do Business in Saudi Arabia? Very Quietly (B) US politics US will ‘leapfrog’ the world with tax reforms, says Kevin Brady (FT) Trump corporate tax plan may yet reshape the world for investors (FT) Trump Urges Senate to ‘Go Nuclear’ Over Court Nomination (W) Trump threatens UC Berkeley after campus protests Milo Yiannopoulos (BI) ‘Trump Adviser’ Is a Contradiction in Terms (B) Trump donor Anthony Scaramucci will not get White House role (BI) Geopolitics White House Set to Impose Fresh Sanctions on Iran (W) Trump to Mexico: I might deploy troops into your country to take care of ‘bad hombres’ (C) Trump Slams ‘Dumb Deal’ With Ally Australia After Testy Call (B) ‘Don’t worry’ about tough calls, Trump tells US (FT) Ryan and McCain Play Diplomatic Cleanup After Trump Lobs Attacks (B) US launches review of North Korea policy (FT) Trump Pushes Dark View of Islam to Center of U.S. Policy-Making (N) Trade Mexico Starts 90-Day Countdown to Opening Nafta Renegotiations (B) One Tiny Widget’s Dizzying Journey Shows Just How Critical Nafta Has Become (B) Industries & companies Financials: Deutsche Bank Posts Loss as Litigation Costs Bite (W) Pharma: Trump Volatility Index Takes Pharma Companies on a Wild Ride (B) Retail: Amazon plans more than 200 daily flights from new cargo hub (C) Tech: Snapchat Parent Files Publicly for $3 Billion U.S. IPO (B) Tech: Alphabet pulls ahead in driverless car race (FT) Tech: Trump Immigration Order Unlikely to Affect Tech Hiring (W) Offbeat The 15 best states to live in when you retire (BI)

wiar 2-2-17

Mary FanslauWhat I Am Reading

February 2  (Thursday) Markets S&P 500 ends four-day losing run as Fed holds rates (FT) CalSTRS’ actuarial staff recommends lowering assumed rate of return to 7.25% from 7.5% (P&I) BlackRock Goes $3.7 Billion Deeper Into Pipelines, Power (W) Warren Buffett: I bought $12 billion of stock after Trump won (R) Central banks Fed Stands Pat, Offers No Hint on Next Rate Move (W) | Statement Fed Waiting to See Economic Results From Flurry of Trump Actions (B) Japan Outlook for Economic Activity and Prices (BOJ) Global Measures of Inflation Tick Up Around the Globe (W) Bridgewater’s Dalio says Trump’s populist policies could hurt world economy (C) US U.S. Factory Activity Accelerated to Fastest Pace in More Than Two Years (W) Atlanta Fed GDP now increases to 3.4% from 2.3% BOOM! 2017 job growth starts with a bang: ADP (C) Wage Growth Tracker: Every Which Way (and Up) (FRB-ATL) U.S. Auto Sales Cooled in January (W) Cities in Midwest, Rust Belt Say They Need Immigrants (W) Europe Brexit is about to move a step closer to reality (BI) Top French Presidential Candidate Battered by Scandal (W) Greece’s Deadlocked Debt Talks Unnerve Investors (W) Navarro revives European criticism of German policy (FT) Emerging Chinese manufacturing expands in January, official PMI shows (C) Pakistan’s Middle Class Soars as Stability Returns (W) India unveils budget aimed at reviving demand (FT) This Mexican Town Paid the Price for Trump’s Attacks on Ford (B) US politics I Meet Trump’s Pick for Supreme Court Justice (B) Trump Supreme Court nominee can clear Senate with simple rule (WT) Scalia Disciple on Path to Supreme Court (B) Gorsuch Is Critic of Legal Doctrine That Bolsters Executive Authority (W) Trump’s Supreme Court pick once criticized lawmakers for ‘grossly mistreating’ judicial nominees (BI) Trump Court Pick Faces Senate Split by Bitter Fights (B) The fight over Trump’s Supreme Court pick might go ‘nuclear’ (BI) Liberal Groups Pressure Democrats to Block Gorsuch (B) Trump Urges Senate GOP to Scrap 60-Vote Rule for Court Pick (W) US politics II Tillerson Wins Confirmation as Secretary of State (W) Trump’s early moves spark alarm, resistance within the government (R) Executive Order Draft Looks to Re-Examine Visa Programs (W) State Dept. Dissent Cable on Trump’s Ban Draws 1,000 Signatures (N) US trade chief seeks to reshore supply chain (FT) Scaramucci’s career as a Trump advisor is apparently stalling thanks to a deal with a Chinese firm (C) Geopolitics & trade US puts Iran ‘on notice’ after missile test (FT) Trump’s defense chief heads to Asia, eying China, North Korea threat (R) Russia says Trump should be more specific on Syria safe zones plan (R) Trump Tells Pena Nieto He Might Send Troops to Mexico: AP (B) Industries & companies Consumer: Reckitt Benckiser Is in Talks to Buy Mead Johnson (W) Pharma: Trump’s Criticism of Imports Adds to Drugmakers’ Headaches (W) Offbeat Michael Jackson Is Worth More Than Ever, and the IRS Wants a Piece of It (B) You Can Now Buy and Sell ‘WEED’ on Toronto’s Stock Exchange (B)

wiar 2-1-17

Mary FanslauWhat I Am Reading

February 1  (Wednesday) Markets Will Trump kill the Trump rally? (NN) Here’s why a Trump-ban selloff may be just the tip of the iceberg (MW) History suggests that a tough month is ahead for stocks (C) TRUMP ADVISER: Germany is exploiting the EU and US with a ‘grossly undervalued’ euro (BI) Oil OPEC achieves 82 percent of pledged oil output cut in January (R) Central banks Markets Are Right Not to Fall in Line With Fed’s Dots (B) Fed Grapples With Massive Portfolio (W) US U.S. Homeownership Rate Falls (W) Why the Homeownership Rate Isn’t Likely to Take Off Anytime Soon (W) Home Price Growth Showed No Signs of Slowing in November (W) Why Single Women Are Buying Homes at Twice the Rate of Single Men (B) A Job-Hopping Generation Has Second Thoughts (W) Europe Eurozone Economy Grows at Faster Pace Than U.S. (W) Italian Banks Get Smarter on Real Estate (W) US politics I Trump Taps Gorsuch For High Court (W) Trump Firing of Acting Attorney General Widens U.S. Immigration Clash (B) Trump just ousted the acting head of Immigration and Customs Enforcement (BI) Is Trump’s Refugee Ban Legal? The Fight Ahead (B) ‘Outraged by this order’ — Google’s cofounder blasts Trump’s immigration ban in fiery speech (BI) Amazon Is Working With Lawmakers to Counter Trump’s Immigration Order (W) Corporate Criticism of Trump’s Travel Ban Moves Beyond Tech (W) US politics II Democrats Boycott Hearings for Two Cabinet Nominees (W) Republicans’ Paths to Unraveling the Dodd-Frank Act (N) Trump’s isolationism is bad for business (NN) What Execs Are Saying About Trump’s Policies (B) What Wall Street thinks about Donald Trump (BI) Trump vows to continue LGBT workplace rights protection (R) Carl Bernstein: Trump presidency is in chaos (BI) Geopolitics & trade Trump’s Trade War May Have Already Begun (N) Trump Backlash Turns Mexicans Against Nafta (B) Mexico sees signs of U.S. change on wall payment (R) Iran Missile Launch Detected, a Possible Violation of U.N. Resolution (W) Germany sends tanks to Lithuania for NATO mission (R) Industries & companies Energy: Exxon Profit Tumbles on Charge (W) Financials: Mastercard earnings beat by a penny a share, driven by higher holiday spending (C) Logistics: UPS shares sink after earnings and revenue miss Street’s expectations (C) Pharma: Trump vs. Big Pharma on Drug Prices. Any Bets? (B) Pharma: Trump to meet Novartis CEO, other pharma bosses on Tuesday (R) Tech: Facebook Is Trying Everything to Re-Enter China—and It’s Not Working (W) Tech: Apple beats on revenue and profit but forecasts weakness ahead (BI) Technology Tesla Gives the California Power Grid a Battery Boost (N) Offbeat Astronomers found evidence the Milky Way is one of thousands of galaxies being hurled through space by a hidden void (BI)

wiar 1-31-17

Mary FanslauWhat I Am Reading

January 31  (Tuesday) Markets US stocks suffer biggest decline of 2017 (FT) Negative effective of currency rates on company results fall in third quarter (R) Oil Oil slides as strong U.S. drilling activity weakens deal to cut output (R) OPEC Convinces Investors That Its Oil Output Cuts Are Real (B) Central banks Trump Era May Mean Fireworks on Fed Days (B) Fed Gives Break to Regional Banks in Annual Stress-Test Demands (B) US U.S. Consumer Inflation Climbed in December (W) Europe Euro-Area Economic Confidence Hits Highest Level Since 2011 (B) Draghi’s Right, It’s Too Early to Start the Euro Inflation Party (B) German current account surplus to hit record, world’s largest in 2016: Ifo (R) Italy Tries to Skirt a Populist Revolt (W) China With Pen Plan, China Etches Nationalist Economic Policy (W) Japan Japan faces working hours ‘shokku’ (FT) US politics Trump Signs Executive Order to Cut, Restrict Regulations (W) Trump’s Bid to Slash Regulations Faces Bureaucratic Roadblocks (B) Trump Pledges ‘Big Number’ on Dodd-Frank (B) Trump just made an unprecedented, ‘radical’ change to the National Security Council (BI) Trump to Add CIA Director to National Security Council (W) Hillary Clinton received 800,000 votes from noncitizens, bolsters Trump argument, study finds (WT) New York Gov. Cuomo Wants to Amend State Constitution to Protect Abortion Rights (W) US immigration Trump’s Entry Ban Promises Constitutional Showdown (B) Donald Trump backs down on green card immigrants (FT) State Department Told to ‘Get With the Program’ (B) Countries Under Ban Aren’t Main Sources of Terror Attacks (W) Next Trump Move on Immigration to Hit Closer to Home for Tech (B) Amazon Is Working With Lawmakers to Counter Trump’s Immigration Order (W) Coca-Cola Opposes Trump Travel Ban, Assesses Employee Impact (B) Chobani Founder ‘Very Concerned’ About Trump’s Immigration Order (B) Geopolitics & trade What We Know About Border Adjustment and How It Would Work (W) Putin’s Russia in biggest Arctic military push since Soviet fall (R) Ukraine says more soldiers killed in deadliest clashes in weeks (R) Israeli parliament to vote on bill legalizing settlement outposts (R) Industries & companies Airlines: U.S. Airlines Tumble Amid Fear Trump Travel Ban Will Spread (B) Energy: Tesla’s Battery Revolution Just Reached Critical Mass (B) Pharma: Mylan Faces U.S. Antitrust Investigation on EpiPen Practices (B) Retail: Walgreens, Rite Aid Shave $2 Billion Off Deal Price (W) Tech: Facebook Is Trying Everything to Re-Enter China—and It’s Not Working (W) Offbeat InterNations: Countries with the best quality of life in the world for expats (BI)