wiar 2-16-17

MFwebsite2020researchWhat I Am Reading

February 16  (Thursday)

Markets
Stocks post best winning streak in 25 years (NN)
U.S. Stocks Again Close at New Highs (W)
Political fears hit Europe’s corporate bond market (FT)

Central banks
Markets Learn to Live With a More Hawkish Yellen (B)
Yellen Defends Fed’s Large Balance Sheet During House Questioning (W)
FED’S ROSENGREN: I think we could hike rates at least 3 times in 2017 (BI) | Speech

US
No More Waiting: Inflation May Have Already Hit Fed’s Target (B)
Consumer Prices Up 0.6% in January (W)
U.S. Retail Sales Rose More Than Expected (W)
U.S. Industrial Output Slipped in January (W)
U.S. Home Builder Confidence Slips in February (W)

Europe
French Election Puts Possibility of ‘Frexit’ on the Agenda (W)
EU Approves Long-Awaited Trade Deal With Canada (W)
Stop Dithering Over Greece (B)
Rise of refugee ‘fake news’ rattles German politics (FT)
People are ignoring the biggest threat to the eurozone — and it isn’t the French or Dutch elections (BI)

Japan
Lost Sleep Is Costing Japan’s Economy Billions (B)

China
Goldman Warns of China Economy Risks During Year of the Rooster (B)
From ‘Made in China’ to ‘Made by China for China’ (B)

US politics
Trump blasts ‘criminal’ leaks by intelligence agencies, calls Flynn ‘wonderful’ (R)
Spy Agencies, FBI Probe Trump Team’s Russia Calls (B)
The Political Assassination of Michael Flynn (B)
Congress struggles to deal with White House chaos (FT)
Puzder Withdraws as Trump’s Nominee for Labor Secretary (W)
Three Charts That Show Markets Aren’t Betting on GOP Border Tax (B)
The Trump administration just proposed big changes to Obamacare (BI)

Geopolitics
The Kremlin Is Starting to Worry About Trump (Foreign Policy)
Trump Drops Two-State Solution as Cornerstone of Mideast Peace (B)
Trump directly tells Israeli Prime Minister Benjamin Netanyahu to ‘hold off on settlements for a bit’ in Israel (BI)
U.S. Defense Secretary Warns NATO Allies on Military Spending (W)

Industries & companies
Financials: Trump Administration Aims to Calm Insurers During Health-Law Limbo (W)
Financials: Bank of America Misses a Big Options Payday, Goldman Cashes In (W)
Retail: Trump Tells Retail Executives Tax Overhaul Plan Coming Soon (B)
Media: Verizon, Yahoo Near Revised Deal That Cuts Price (W)
Media: Fox probed on sexual-harassment deal disclosures (FT)
Telecom: Amazon, Google Consider Turning Smart Speakers Into Home Phones (W)

Technology
For the Blind, an Actual-Reality Headset (W)

Offbeat
Trump is reportedly ‘especially upset’ by portrayal of Steve Bannon as the Grim Reaper on ‘SNL’ (BI)
What Impeachment Meant to the Founders (B)
Americans Just Broke the Psychologists’ Stress Record (B)

wiar 2-15-17

MFwebsite2020researchWhat I Am Reading

February 15  (Wednesday)

Markets
U.S. Stocks Again Close at New Highs (W)
Warren Buffett’s Berkshire takes huge bite of Apple shares, ups stakes in airlines (C)
Don’t write off investment research (FT)

Central banks
Yellen Says Fed Will Consider Raising Rates at Coming Meetings (W) | Testimony

US
Small-business sentiment keeps up post-election groove, NFIB says (MW)
PPI shows biggest gain in wholesale inflation since 2012 (MW)
When It Comes to Moving, Millennials Are Stuck in the Mud (B)
No tax reform without border adjustment tax, Rep. Nunes says (C)

Europe
Eurozone Economy Weaker Than Previously Reported (W)
Greece Wants Concessions on Creditor Demands (W)
Italy considers €5bn bailout of regional banks (FT)

China
Inflation in China is heating up fast (BI)

US politics
Trump Knew Weeks Ago of Misleading Statements by Flynn (W)
After Flynn Tumult, Trump White House Is at a Crossroads (W)
Pressure builds for probe into Trump-Russia ties (FT)
Omarosa Manigault reportedly said the Trump administration is compiling ‘dossiers’ on journalists (BI)

Geopolitics & trade
A quick guide to the ‘border adjustments’ tax (Brookings)
U.S. business in China warms to possible Trump trade policy shake-up (R)
Russia has secretly deployed a cruise missile that US says violates an arms treaty, report says (C)

Industries & companies
Autos: Ditching Opel Is Next Step in GM CEO’s Profit Drive (W)
Financials: Cigna Faces Off With Anthem, Escalating Fight by Scrapping Deal (B)
Financials: AIG Posts $3.04 Billion Loss, Adding to CEO Hancock’s Woes (B)
Financials: Credit Suisse just made a $2.3 billion loss (BI)
Financials: Goldman Stock Hits Record on Bets Trump Will Unleash Wall Street (B)
Financials: Yellen Rejects Trump Attacks on Dodd-Frank, Says Banks Now Safer (B)
Financials: The Dodd-Frank Rule Banks Want to Keep (W)
Financials: How Fintech can take off without getting hampered by regulations (Brookings)
Health Care: Humana says it plans to pull out of Obamacare exchanges in 2018 (C)

Offbeat
North Korean Leader Kim Jong Un’s Brother Killed in Malaysia (W)

wiar 2-14-17

MFwebsite2020researchWhat I Am Reading

February 14  (Tuesday)

Markets
America’s Biggest Creditors Dump Treasuries in Warning to Trump (B)
Bond Buying Surges, Tightening Corporate Spreads (W)

Oil
Oil Prices Slip Despite OPEC Cuts (W)
Oil and gas discoveries hit 60-year low (FT)

Central banks
It’s Way Too Early for the Fed to Consider a March Rate Increase (B)
Yellen Unlikely to Rule Out March Hike in Capitol Hill Testimony (B)
No Laughing Matter for Kuroda With BOJ Near 40% of Bond Market (B)

US
The head of the IMF says Trump is good for the US economy for now (BI)
The Status Quo Would Be Better Than Trump for Growth: Goldman (B)
Did Dodd-Frank really hurt the US economy? (FT)

Europe
Greece Doing Better Than IMF Concedes, Top EU Official Says (W)
France warned on austerity to meet EU budget rules (FT)

China
China mulls radical output cuts, port coal ban in war on smog (R)
Steel Rebound Seen Cooling as China’s Property Market Slows (B)

Japan
Japan GDP missed (BI)

US politics
Ex-Banker Gary Cohn Emerges as Economic-Policy Powerhouse in Trump Administration (W)
Speed Limits on Trump’s Infrastructure Drive: Federal Laws, Rare Species and Nimbys (W)
Steven Mnuchin Is Confirmed as Treasury Secretary (W)
Trump on Immigration: ‘Doing What We Said We Would Do’ (W)
Trump’s national security adviser Flynn trying to survive crisis (R)
Turmoil at the National Security Council, From the Top Down (N)

Geopolitics & trade
Trump Hands Xi a Diplomatic Victory (B)
U.S. Eyes New Tactic to Press China (W)
Few good options in Trump arsenal to counter defiant North Korea (R)
Trump Plans Only ‘Tweaking’ of Canada Trade Pact (W)
Marchers across Mexico vent anger over Trump, and their own president (R)
Netanyahu opposes Palestinian state, Israeli minister says ahead of U.S. visit (R)
EU gears up for WTO challenge to US border tax (FT)
Why Europe Is Warning of Pax Americana’s End (B)

Industries & companies
Autos: Ford CEO reveals a major fear about self-driving cars (BI)
Pharma: Allergan to buy fat-freezing company for $2.47bn (FT)
Tech: Apple Shares Hit New Closing High on iPhone Optimism (W)

wiar 2-13-17

MFwebsite2020researchWhat I Am Reading

February 13  (Monday)

Markets
Like The Dow, The Boom-Bust Barometer Is Making New All-Time Highs (ETF)
The Aging Market’s Meltup Continues (BR)
Energy Shares: Last Year’s Winners, This Year’s Laggards (W)
Border Tax Could Upend Global Markets, but Investors Shy Away From Any Bets (W)

Oil
OPEC’s Amazing and Shortlived Compliance (B)

Central banks
‘Significant uncertainty’ about fiscal policy under Trump: Fed’s Fischer (R)
Investors don’t trust the Fed anymore (BI)
China’s Monetary Policy Is Looking Like Alphabet Soup (B)

US
U.S. Consumer Sentiment Steps Back From Last Month’s High (W)
U.S. Homeownership Rate Hits a 35-Year Low (BR)
The Jobs Surplus Is Real—Even in Manufacturing (BR)
The New Face of American Unemployment (B)
The Obamacare repeal ‘could be a disaster’ for states fighting the opioid epidemic (BI)

Europe
Germany Picks Anti-Trump President (B)
Even a Le Pen Win Won’t Be Enough to Break Up Euro, Banks Say (B)
Market questions: what next for French bonds? (FT)
Tsipras warns IMF and Germany over bailout talks (FT)
Swiss voters reject corporate tax reforms (FT)

Asia
Why Chinese Real Estate Stocks Are Rallying (BR)
A Quarter of the World’s GDP Is Undergoing Big Experiments (B)

US politics
Ex-Goldman Executive Takes Lead Role on Economic Policy (W)
Trump Team Leery of Too Many ‘Goldman Guys’ in Top Posts (B)
Something missing from Trump’s Cabinet: Economists (C)
Immigrant communities fearful after hundreds arrested in what feds call routine ‘surge’ (C)
Rowdy Anti-Trump Crowds Target GOP Town Halls (W)

Geopolitics & trade
Donald Trump’s Diplomatic Moderation (C)
While Trump and Abe Bond, Their Deputies Talk Trade (B)
Japan’s Abe Calls North Korea Missile Launch ‘Intolerable’ (W)
U.S. to weigh options on North Korea missile test (R)
Russia Considers Returning Snowden to U.S. to ‘Curry Favor’ With Trump: Official (C)

Industries & companies
Media: Walt Disney Increases Theme Park Ticket Prices (B)

Offbeat
Germans outraged as U.S. plays wrong version of their anthem (R)
Americans Renouncing Citizenship at Record High (B)
Yale Renames Calhoun College Over Slavery Ties (W)

wiar 2-11-17

MFwebsite2020researchWhat I Am Reading

February 11  (Saturday)

Markets
Wall Street at record levels as risk appetite improves (FT)
Blankfein is so bullish on Wall Street, existing words don’t describe it (MW)
Fitch warns Trump poses risk to global economy (FT)
Bulls Are Back for European Stocks as Earnings Stagnation Ends (W)
Vanguard Reaches $4 Trillion in Assets for First Time (W)

Oil
Oil up on widespread OPEC deal compliance, U.S. rig count rises (R)

Central banks
Resignation at Fed Will Help Trump Reshape Bank Rules (W)

US
U.S. Consumer Sentiment Steps Back From Last Month’s High (W)
Housing Shortage Fuels Price Gains (W)

US politics
White House Says Cohn-Led Tax Plan Is Real and It’s Phenomenal (B)
US senators ask Blankfein to disclose Cohn links (FT)
Top Democrats to Trump: Fire Flynn (BI)

Geopolitics & trade
Trump changes tack, backs ‘one China’ policy in call with Xi (R)
U.S., China military planes come inadvertently close over South China Sea (R)
Trump embraces Abe after move to heal Beijing rift (FT)
Trump says U.S. committed to Japan security, in change from campaign rhetoric (R)
Shootouts in Mexico show Trump’s drug cartel fight will be tough (R)
Trump says Israel should be ‘reasonable’ in peace process (R)
Trump May Turn to Arab Allies for Help With Israeli-Palestinian Relations (N)

Industries & companies
Autos: Ford Invests $1 Billion in Startup Founded by Two Autonomous Car Pioneers (B)
Autos: Trump Wants More American Cars in Japan. Japan’s Drivers Don’t. (N)
Financials: Financial Stocks Spike on Fed Regulatory Chief’s Plan to Resign (B)
Retail: Amazon Takes Aim at Victoria’s Secret (W)
Retail: Sears shares surge on Lampert’s restructuring plan (FT)

Technology
Apple CEO Tim Cook believes augmented reality is ‘a big idea, like the smartphone’ (BI)
Dodge to use its parking tech to protect police from ambush attacks (C)

Offbeat
Abby Joseph Cohen, Famous for Bullish Calls, Plans to Retire (B)
What it’s like to stay at Mar-a-Lago, Trump’s ‘winter White House’ (BI)

wiar 2-10-17

MFwebsite2020researchWhat 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

MFwebsite2020researchWhat 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

MFwebsite2020researchWhat 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

MFwebsite2020researchWhat 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

MFwebsite2020researchWhat 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)