wiar 2-7-17

Mary FanslauWhat I Am Reading

February 7  (Tuesday)

Markets
Trump-Policy Concerns Send Gold Shooting to a Two-Month High (B)
Goldman Sachs Economists Are Starting to Worry About President Trump (B)
European Bonds, Not the Euro, Take the Biggest Political Hit (B)

Oil
U.S. Oil and Gas Prices May Tumble On Trump’s ‘Energy Revolution’ (B)

Central banks
The Mortgage-Bond Whale That Everyone Is Suddenly Worried About (B)
ECB’S Draghi fires back at the Trump team (BI)
FRB January 2017 Senior Loan Officer Opinion Survey on Bank Lending Practices

US
Abe to Tout Japan’s U.S. Investment Plans in Trump Meeting (W)
Japan readies package for Trump to help create 700,000 U.S. jobs (R)

Europe
German Factory Orders Surge Most Since 2014 on Investment (B)
Euro fades in face of French election risks (R)
France’s Le Pen takes aim at EU in presidential bid launch (EU Observer)
Scottish independence vote may be decided ‘within weeks’ (R)

China
China’s services sector, now the largest part of the economy, is chugging along nicely (BI)

US politics
Donald Trump might be more popular than you think (PO)
Trump and Staff Rethink Tactics After Stumbles (N)
Trump Immigration Ban on Track for Supreme Court (B)
The ‘Unflappable’ Guy Helping Paul Ryan Keep Peace With Trump (B)
Pence May Have to Cast an Unprecedented Vote to Get DeVos Confirmed (B)
Trump says he’s mulling ‘defunding’ California in fight against sanctuary cities (C)
Federal workers turn to encryption to thwart Trump (PO)

Geopolitics
Iran Moves Atop Trump’s Confrontation List (W)
Iran Avoids Taking Trump Bait to Collapse Nuclear Deal (B)
Iran says U.S. sanctions stop American oil firms taking part in projects (R)
Trump Administration Explores Driving Wedge Between Russia and Iran (W)
Russia Open to Pragmatic Relationship With U.S. (W)
The Kremlin wants an apology from Fox News after Bill O’Reilly described Putin as ‘a killer’ (BI)
China welcomes Mattis’ emphasis on South China Sea diplomacy (R)

Industries & companies
Aerospace: Trump’s ‘America First’ policies are catapulting Boeing into dangerous territory (BI)
Autos: Toyota raises profit outlook, says will keep producing at home (R)
Financials: SEC Faces Obstacles to Rolling Back Dodd-Frank Rules (W)
Financials: The $100 Billion Reason Investors Loved Trump’s Bank Order (W)
Media: Time to Hop Off Disney’s Thrill Ride (W)
Media: Disney CEO Iger May Extend Tenure Again (W)
Pharma: Big Pharma’s Offer to Trump: Discounts When Drugs Don’t Work (B)

Technology
Amazon’s supermarket of the future could operate with just 3 staff — and lots of robots (BI)

Offbeat
The Patriots’ Insane Comeback: One for the History Books (W)
This incredible bobbling catch will go down as one of the greatest catches in Super Bowl history (BI)