wiar 2-3-17

Mary FanslauWhat I Am Reading

February 3  (Friday)

Markets
For Many Firms, Trump Dominates Earnings Calls (W)

Oil
U.S. May Export More Oil in 2017 Than Four OPEC Nations (B)
This oil market black swan is emerging as Michael Flynn puts Iran ‘on notice’ (C)

Central banks
Janet Yellen: The Uneasy Politician (W)
Fed’s Bonds Are Growing Up, and That Means Less Economic Support (W)

US
Factory Skills Gap Could Spell Trouble for Trump’s Jobs Plan (B)
Trump’s Blue-Collar Populism Is Dividing Unions (B)
‘Just Send Them’: Emanuel Tells Trump to Send Federal Help (N)

Europe
Bank of England upgrades UK growth forecasts (FT)

China
China sends its billionaires a chilling message (FT)

Emerging
How Do Israel’s Tech Firms Do Business in Saudi Arabia? Very Quietly (B)

US politics
US will ‘leapfrog’ the world with tax reforms, says Kevin Brady (FT)
Trump corporate tax plan may yet reshape the world for investors (FT)
Trump Urges Senate to ‘Go Nuclear’ Over Court Nomination (W)
Trump threatens UC Berkeley after campus protests Milo Yiannopoulos (BI)
‘Trump Adviser’ Is a Contradiction in Terms (B)
Trump donor Anthony Scaramucci will not get White House role (BI)

Geopolitics
White House Set to Impose Fresh Sanctions on Iran (W)
Trump to Mexico: I might deploy troops into your country to take care of ‘bad hombres’ (C)
Trump Slams ‘Dumb Deal’ With Ally Australia After Testy Call (B)
‘Don’t worry’ about tough calls, Trump tells US (FT)
Ryan and McCain Play Diplomatic Cleanup After Trump Lobs Attacks (B)
US launches review of North Korea policy (FT)
Trump Pushes Dark View of Islam to Center of U.S. Policy-Making (N)

Trade
Mexico Starts 90-Day Countdown to Opening Nafta Renegotiations (B)
One Tiny Widget’s Dizzying Journey Shows Just How Critical Nafta Has Become (B)

Industries & companies
Financials: Deutsche Bank Posts Loss as Litigation Costs Bite (W)
Pharma: Trump Volatility Index Takes Pharma Companies on a Wild Ride (B)
Retail: Amazon plans more than 200 daily flights from new cargo hub (C)
Tech: Snapchat Parent Files Publicly for $3 Billion U.S. IPO (B)
Tech: Alphabet pulls ahead in driverless car race (FT)
Tech: Trump Immigration Order Unlikely to Affect Tech Hiring (W)

Offbeat
The 15 best states to live in when you retire (BI)