wiar 2-4-17

Mary FanslauWhat I Am Reading

February 4  (Saturday)

Markets
Should Dollar Rise or Fall? The Trump Team’s Message Is Garbled (N)

Central banks
Jobs Report Justifies Yellen’s Patience on Rate Hike Timing (B)
Higher Jobless Rate Suggests Economy Has Room to Run (W)
Fed Toughens Stress Test for Banks (W) | FRB releases scenarios for 2017
BOJ Minutes
Bank of Japan intervenes to buy 10-year JGBs (FT)

US
U.S. job growth accelerates in January, but wages lag (R)
Slowdown in Wage Gains Muddies Picture of Tight U.S. Job Market (B)
Skilled Workers Are Scarce in Tight Labor Market (W)
The End of Employees (W)
Trump Isn’t the Only Older Worker Staying on the Job (B)

Europe
Trump Ghost Looms Over EU Summit as Leaders Push Back (B)
Conservative Fillon fights to stay in French presidential race (R)

US politics I
Trump to Order Dodd-Frank Review, Halt Obama Fiduciary Rule (B)
Trump Signs Actions to Begin Scaling Back Dodd-Frank (W)
How Big Banks Want Donald Trump to Change Regulation (W)
G.O.P. Campaign to Repeal Obamacare Stalls on the Details (N)
Republican border adjustment tax: how it could work (FT)

US politics II
Senator Warren to Gary Cohn: Recuse yourself (NN)
U.S. Revokes Tens of Thousands of Visas in Trump Travel Ban (B)
U.S. business leaders express concerns to Trump about travel ban (R)
Der Spiegel published a very graphic cover on Trump’s immigration ban (BI)
Trump Vows to ‘Destroy’ Law Banning Political Endorsements by Churches (N)

Geopolitics
Trump’s Bluntness Unsettles World Leaders (W)
Trump Embraces Pillars of Obama’s Foreign Policy (N)
The Anti-Trump Is Rising in Mexico (B)
Taking the Land for the Wall Will Be a Nightmare (B)
U.S. sends Navy destroyer to patrol off Yemen amid Iran tensions: officials (R)
U.S. Imposes New Sanctions on Iran in Wake of Missile Tests (B)
U.S. warns North Korea of ‘overwhelming’ response if nuclear arms used (R)
In Japan, U.S. defense chief reaffirms commitment to security treaty (R)
A quick roundup of US allies the Trump administration has already attacked (C)
Israel interprets U.S. settlements statement as green light (R)

Industries & companies
Defense: LOCKHEED MARTIN: Trump’s ‘personal involvement’ helped get lowest  price on latest F-35 batch (BI)
Financials: Deutsche Bank to Cut Equities and Fixed Income Trading Staff (B)
Materials: Coal Miners Begin Selling Shares to Public Again After Period of Tumult (W)
Retail: Macy’s Receives Takeover Approach From Hudson’s Bay (W)
Retail: Hours after Nordstrom cut ties, Ivanka Trump’s line has disappeared from Neiman Marcus’ website (BI)
Retail: Amazon’s rising costs take shine off bumper sales (FT)

Offbeat
Will Lady Gaga Take on Trump at the Super Bowl? Place Your Bets! (W)
Vancouver home sales are crashing (BI)