wiar 1-06-17

Mary FanslauWhat I Am Reading

January 6 (Friday)

Markets
Markets Dangerously Price in Trump-Era Perfection (W)
BARCLAYS: These 13 ‘black swans’ could cause market chaos in 2017 (BI)
The glass is half full for Wall Street earnings expectations (FT)
Why an Infrastructure ETF May Be a Bad Way to Play an Infrastructure Boom (B)

Central banks
Fed’s Williams Sees Three-Hike 2017 Outlook as ‘Very Reasonable’ (B)
Fed officials think Trump tax cuts could lead to higher rates (FT)
The Fed’s Point Man on Productivity (W)

US
U.S. Consumer Comfort Gauge in 2016 Was Strongest in Nine Years (B)
How Low Can the Unemployment Rate Go? (W)

China
China’s choices narrowing as it burns through FX reserves to support yuan (R)
Wave of spending tightens China’s grip on renewable energy (FT)

US politics I
Ghosn asks Trump to clarify rules of the road for carmakers (FT)
Ford’s Bow to Trump Benefits Robots, Not Workers (B)
Toyota Will Take Trump’s Decisions Into Account on Mexico Plant (B)
Trump Battle Puts GM in Tough Spot (W)
Top US oil industry group lobbies Trump for lighter regulation (FT)
Trump Tells Confidant He Remains Opposed to AT&T Deal (B)

US politics II
TRUMP: ‘Obamacare was a lie from the beginning’ (BI)
Trump Picks Dan Coats as Nominee for Intelligence Chief (W)
Trump Plans Spy Agency Revamp (W)
Trump’s Debts Are Widely Held on Wall Street (W)

Geopolitics & terrorism
Chinese Media Say ‘Big Sticks’ Await Trump If He Seeks Trade War (B)
China turns screw on corporate South Korea over US missile shield (FT)
Trump Needs a Win-Win Deal. Putin Is a Win-Lose Guy (B)
In Turkey, U.S. Hand Is Seen in Nearly Every Crisis (N)
German Officials Met Seven Times to Discuss Berlin Attacker Before Assault (W)
Report Shows How Badly Belgium Mishandled Hunt for ISIS Operatives (W)

Cybersecurity
Intelligence Chief Confident Russia Behind Hacks (W)
Report on Hacking by Russia Will Be Released Next Week (W)
Trump and Julian Assange, an Unlikely Pair, Unite to Sow Hacking Doubts (N)
Assange tells Hannity that Podesta’s password was, um, ‘password’ (MW)

Industries & companies
Defense: Defense Firms Cash In Amid Soaring Demand for Munitions (W)
Retail: Macy’s, Kohl’s slash 2016 profit forecasts citing weak holiday sales (R)
Retail: Macy’s warns jobs losses could top 10,000 (FT)
Retail: Amazon’s rumored bid for American Apparel could solve its Trump problem (BI)
Tech: Apple’s App Store Sales Top $28 Billion (W)

Technology
Auto Makers Showcase Cars Equipped With Virtual Assistants (W)
Ford enlists Amazon’s Alexa as driver assistant (FT)
AI is everywhere at CES (FT)

Offbeat
Guy Standing, advocate of Universal Basic Income: How UBI can battle against neofascism and populism (BI)
YouTube (2013): Obama To GOP: ‘Go Out There And Win An Election’ If You Want To Stop Health Care Law