wiar 1-10-17

MFwebsite2020researchWhat I Am Reading

January 10 (Tuesday)

Dow Retreats After Flirting With 20000 (W)
Here’s Where Goldman Sachs Is Telling Clients to Invest in Equities (B)
Don’t Worry Bond Investors, Baby Boomers Have Got Your Back (B)
Morgan Stanley Says Investors Are Thinking About U.S. Corporate Credit All Wrong (B)

Central banks
Regional Fed Presidents Differ on Pace of 2017 Rate Hikes (B)
Fed official says strong jobs data rule out fiscal boost (FT)

Euro-Area Unemployment Holds at 7-Year Low (B)
Eurozone defies headwinds to keep recovery on track (FT)
Five Star backtracks on quitting Eurosceptic parliamentary bloc (FT)

China Considers Relaxing Curbs On Stock-Index Futures (W)
Cost to Borrow Yuan Overnight in Hong Kong Plummets (W)

Brazil Worries the ‘China of South America’ Is Eating Its Lunch (B)

US politics I
Nine Trump Nominees Who’ll Face Extreme Vetting by Democrats (B)
Senate to act this week on Obamacare repeal, McConnell says (R)
Paul: Trump Backs Repealing, Replacing ACA at Same Time (W)
Trump’s Son-in-Law to Be Named as Senior Adviser (W)
Meet the Mercers: A Quiet Tycoon and His Daughter Become Power Brokers in Trump’s Washington (W)

US Politics II
Divisions Lurk Inside Trump’s Economic Team (W)
Economists Who Advised Presidents From Both Parties Find Common Ground (W)
Top Economists Grapple With Public Disdain for Initiatives (W)
Kansas Offers Cautionary Tale for Trump’s Tax Ambition (B)
Summers Warns of Financial-Crisis Risk From Trump Economic Plans (B)

Geopolitics & terrorism
Chinese state tabloid warns Trump (R)
Why the China Manipulator Label Looks Increasingly Appealing to Trump (B)
Divide Over Russia Deepens (W)
To Deal With Putin, First Know His Goals (B)
Iran to expand military spending, develop missiles (R)
Truck Plows Into Israeli Soldiers in Jerusalem, Killing Four (W)
Bitcoin, PayPal Used to Finance Terrorism, Indonesian Agency Says (W)

Industries & companies
Autos: Fiat Chrysler Announces Plans to Invest $1 Billion in the U.S. (B)
Autos: Trump tariffs threaten Fiat Chrysler’s Mexico plants (FT)
Autos: VW top management ‘authorised concealment’ of emissions cheating (FT)
Consumer: Mars Poised to Dominate Pet-Care Business (W)
Health Care: UnitedHealth to Acquire Surgical Care Affiliates for $2.3 Billion (W)
Restaurants: McDonald’s Sells 80% of Its China Operations (B)
Retail: Sears’ death spiral: How an iconic American brand has been driven to the brink of bankruptcy (BI)
Retail: Is There Time for QVC in the Age of Amazon? (W)
Tech: Why Apple’s Critics Are Right This Time (W)

Detroit Show Reveals a Google-Designed Van That Could Steer the Car Industry (N)
Sticker Shock, and Maybe Nausea, Hamper Sales of Virtual Reality Gear (N)

Meryl Streep bashes Donald Trump in her Golden Globes speech: It ‘broke my heart’ (BI)
Trump hits back at Streep over Golden Globes attack (FT)