wiar 1-28-17

Mary FanslauWhat I Am Reading

January 28  (Saturday)

Markets
U.S. Stocks Slip but End Week Higher (W)
German Inflation’s Back. Look Out, Bonds (B)
A Default in China Spreads Anxiety Among Investors (W)
Trump Win Pushes Recession Back Five Months, Says Deutsche Bank (B)

Central banks
Wait-and-see central banks to play second fiddle to Trump (R)

US
U.S. Growth Cools on Trade Drag as Business Spending Rises (B)
U.S. Durable-Goods Orders Fall Due to Big Drop in Defense Category (W)
Consumer Sentiment Notches New Decade-Long High (W)
Share of U.S. Workers in Unions Falls to Lowest Level on Record (W)
The huge disparities in US life expectancy in five charts (FT)

US politics
House Speaker Paul Ryan: ‘It’s going to take more than simply 100 days’ (R)
Republicans Now Marching With Trump on Ideas They Had Opposed (N)
Trump Warms to House Republicans’ Proposed Border-Adjusted Tax (B)
Trump to halt refugee flow from some Muslim-majority nations: White House official (R)
Sanctuary cities see legal holes in Trump’s immigration orders (R)
Trump’s campaign made big data personal (FT)

Geopolitics & trade I
Trump and Peña Nieto in ‘very friendly’ phone call (FT)
Trump says Mexico has taken advantage of U.S. ‘for long enough’ (R)
Nafta’s Impact on U.S. Has Been Mixed (W)
White House Sows Confusion About Plan for a 20% Import Tax (N)
Trump’s 20% Import Tax May Be Another Gift for Canadian Oil (B)
Trump Tax Idea for Wall Echoes House GOP Plan (W)

Geopolitics & trade II
Chinese military official warns that war with US under Trump is becoming a ‘practical reality’ (BI)
May Preaches Free Trade in U.S. as Trump Turns Up Heat on Mexico (B)
Trump Emphasizes Close Ties With U.K. in News Conference With May (W)
U.N. envoy warns U.S. allies: have our back or else (R)
Trump’s Gamble: Luring Countries Into Deals (W)

Industries & companies
Consumer: Nesquik Cuts Back on Sugar, Hoping to Sweeten Sales (W)
Consumer: Colgate-Palmolive Plans Ad Push to Stoke Sales (W)
Pharma: Merck Gives Details on U.S. Drug-Pricing Practices (W)
Tech: Google Parent Alphabet Finds New Growth Beyond Search (W)
Tech: Microsoft’s Profit Rises 4 Percent, as Cloud Business Booms (N)
Tech: Toshiba to Sell Part of Its Memory-Chip Business (W)
Tech: With supplies tight, memory chipmakers head into ultra-super-cycle (R)

Offbeat
Scaramucci Scores Millions From a Buyer With Mystery Investors (B)
New Mnuchin Pay Disclosure Shows a $5.6 Million Payout (W)
Kushner’s Felon Father Back at Helm of New York Empire With Two Fellow Inmates (B)