wiar 1-09-17

Mary FanslauWhat I Am Reading

January 9 (Monday)

Stocks
Trump trade dominates markets this week (FT)
No Sign of a Bubble as Markets March Upward (W)
Investor Known for Calling Market Bubbles Largely Sat This Rally Out (W)
Vanguard is best-selling fund manager of 2016 (FT)

Bonds
Bearish bets against US Treasuries climb to new record (FT)
The Credit Boom Just Won’t Die (B)
EXCLUSIVE WITH BRIDGEWATER’S RAY DALIO: We’re sick of the media distorting us! (BI)

Central banks
Fed Officials Say More Rate Rises Coming (W)
New policies coming to America could take weight off Fed: Powell (R)

US
The Major Potential Impact of a Corporate Tax Overhaul (N)
Aging America to Stifle Growth (BR)

China
China Foreign-Exchange Reserves Continue Drop (W)
China Reserves Hover Above $3 Trillion on Government Support (B)
Opening Up China’s Markets Won’t Be Straightforward (B)

US politics
Republicans put their focus on cutting red tape (FT)
Senate Is Moving Fast to Get Trump Cabinet in Place (W)
Tillerson Ethics Plan Foreshadows Knotty Trump Confirmations (B)
Steve Mnuchin faces tough road en route to Treasury post (FT)
Trump Son-in-Law Poised to Quit as Family Firm CEO, Lawyer Says (B)
Trump son-in-law held talks with Chinese tycoon (FT)
Economists Want to Be Members of Donald Trump’s Team (B)
Trump’s national security pick Monica Crowley plagiarized over 50 sections of her 2012 book (BI)

Geopolitics & terrorism
The Growing Threat to Global Trade: a Currency War (BR)
Trump Touts Prospect of Better Russia Ties, Taps Intelligence Chief (W)
Russians Ridicule U.S. Charge That Kremlin Meddled to Help Trump (N)
‘They are totally embarrassed!’: Trump goes on hours-long tweetstorm over Russian hacking (BI)
‘What’s the Big Deal?’ Ask Trump Voters on Russia Hacking Report (N)
EU suffers jump in aggressive cyber attacks (FT)
Netanyahu tried to negotiate a good press in return for benefits-media (R)

Industries & companies
Autos: Fiat Chrysler Announces Plans to Invest $1 Billion in the U.S. (B)
Financials: KKR Has Upside Of 25% or More (BR)
Financials: Credit Suisse Shares Could Gain 13% (BR)
Restaurants: We went inside the first fast-food chain in America that requires zero human interaction — here’s what it’s like (BI)
Retail: Macy’s Bad-News Parade (BR)
Tech: Expedia Shares Have 25% Upside (BR)

Technology
Consumer Electronics Show 2017 — the hits and misses (FT)
Amazon’s Alexa moves in on Google’s Android system (R)
Alphabet passes self-driving sensor milestone (FT)
Tech’s Next Hot Product: Self-Driving Cars (BR)

Offbeat
Inside a Killer Drug Epidemic: A Look at America’s Opioid Crisis (N)
To Rate How Smart Dogs Are, Humans Learn New Tricks (N)