wiar 1-18-17

Mary FanslauWhat I Am Reading

January 18  (Wednesday)

Markets
These Are the Biggest Global Risks for 2017 (B)
Beware of unconditional love for Japanese shares (FT)

Currencies
Trump Comments Signal Shift in Approach to U.S. Dollar (W)
Trump’s ‘Open-Mouth Operations’ Make Twitter Key for FX Traders (B)
Trump’s Options for Weakening Dollar Extend Far Beyond Tweeting (B)
Trump Advisor Scaramucci Says U.S. Can Withstand Rising Dollar (W)

Commodities
One Country’s Oil Collapse Is Unintentionally Helping OPEC (B)
Copper Tethered to Dollar’s Moves (W)
Brexit Plus Trump Equals Winning Streak for Gold During January (B)

Central banks
Central Banks Drop Their Bazookas (W)
Why Fed Watchers Think Yellen Is Plotting Three Hikes This Year (B)
Fed Unlikely to Snuff Out U.S. Economic Expansion, Dudley Says (B)
Fed’s Williams Sees Gradual Hikes to Keep Economy on Track (B)

US
Health of US public pension funds improves (FT)

Europe
Donald Trump takes swipe at EU as ‘vehicle for Germany’ (FT)
Trump: Brexit ‘A Great Thing,’ EU to Continue to Break Apart (ABC)
Trump’s criticism only draws Europeans closer, says French minister (R)
PM May indicates Britain will seek ‘hard Brexit’ in EU talks (R)
May Ready to Announce Britain Will Leave EU Single Market (B)

China
China Home Price Growth Slows as Further Property Curbs Imposed (B)
Globalization not to blame for world’s ills: China’s Xi (R)
China’s Xi Jinping Defends Globalization at Davos (W)

Emerging
Political Crisis Engulfs Samsung, a Firm Tied to South Korea’s Success (N)

US politics I
As Trump Era Arrives, a Sense of Uncertainty Grips the World (N)
Trump Warns on House Republican Tax Plan (W)
Trump Explains Why He Twists Business’s Arms (W)
Trump’s Nationalization by Twitter (B)
Trump’s Trade Plan Is a Looming Disaster (B)
Top Trump trade adviser offshored thousands of jobs (R)

US politics II
Trump Least Popular New President in at Least a Generation, Poll Finds (W)
Treasury Pick Mnuchin Followed His Own Rules (W)
Trump Health Secretary Pick’s Longtime Foes: Big Government and Insurance Companies (N)
Trump team defends health pick Tom Price over ethics charge (R)
Trump’s Interior Pick Says Climate Change Is No Hoax (B)
Ross Discloses Assets Worth at Least $336 Million (B)

Geopolitics
Russia expects dialogue with Trump on nuclear weapons: Lavrov (R)
‘We waited for decades’: Polish govt welcomes US troops (FO)

Industries & companies
Aerospace: Trump Meets Boeing CEO Muilenburg Again Over Air Force One Costs (B)
Autos: General Motors Plans at Least $1 Billion in Fresh U.S. Investment (W)
Autos: Hyundai to Invest $3.1 Billion in U.S. Plants (W)
Chemicals: Bayer Will Keep Monsanto Jobs in U.S., Trump Team Says (W)
Chemicals: Bayer offers $8bn R&D spend to win Trump favour for Monsanto deal (FT)
Consumer: With Reynolds Deal, BAT Looks to U.S. for Growth (W)
Consumer: BAT agrees takeover of Reynolds in $49.4bn deal (FT)
Financials: A quick look at Friday’s big bank earnings (C)
Financials: JPMorgan Profit Beats as Loan Quality, Bond Trading Improve (B)
Financials: DOJ: Deutsche Bank Agrees to Pay $7.2 Billion for Misleading Investors (B)
Retail: Wal-Mart to Create 10,000 U.S. Jobs in Nod to Trump (W)
Tech: Federal Trade Commission Files Antitrust Lawsuit Against Qualcomm (W)

Technology
Airbus CEO sees ‘flying car’ prototype ready by end of year (R)

Offbeat
Obama Still ‘Surprised’ by Level of Partisanship in Washington (B)
How World Economic Forum Makes Its Money at Davos Confab (B)
What Happens When Cafes Pull the Plug on Wi-Fi (W)