wiar 2-9-17

Mary FanslauWhat I Am Reading

February 9  (Thursday)

Markets
Corporate Earnings Have Been Great, and Markets Just Don’t Care (B)
Gold Nears Three-Month High as Buyers Flock Back to Top ETF (B)
Confusion Over Dollar Policy Is Keeping Currency Traders Up at Night (B)
Euro redenomination risk edges on to investors’ radar (FT)

Corporate finance
Firms Slash Interest Tab in $100 Billion Refinancing Blitz (W)

Central banks
How the ECB has changed European bond markets (FT)
BOJ Minutes

US
A Mismatch of Home Buyers and Sellers Points to Pain This Year (W)
What Happened When the U.S. Got Rid of Guest Workers? Farms Used Less Labor (W)
The Next American Farm Bust Is Upon Us (W)

Europe
IMF: Greek debt will become ‘explosive’ within 13 years (BI) | IMF Report
Greek Government Divided Over Deadlock in Creditor Talks (W)
Greece’s crisis flare-up couldn’t come at a worse time — for France (BI)
Brexit Bill Passed by Lower House of Parliament, Heads to Lords (B)

Asia
China Should Allow Three or More Children: Top Demographer (B)
Hong Kong’s Frenzied Home Buyers Just Can’t Be Stopped (B)
Cracks Are Appearing in Australia’s Trillion-Dollar Debt Pile (B)

US politics
Obamacare Provisions Gain Unexpected Backers as GOP Moves to Rewrite Law (W)
Trump Fixes Flaw in Post-Crisis Regulatory Crackdown (W)
Trump Keeps Up Pressure on Courts Over Immigration Ban (W)
Trump claims legal authority to impose travel ban (FT)
U.S. Weighs Terror Label on Iran Guard, Muslim Brotherhood (W)

Geopolitics
Companies Plow Ahead With Moves to Mexico, Despite Trump’s Pressure (W)
United Airlines CEO: Trump’s Mexico wall is “damning and damaging” to America (BI)

Industries & companies
Financials: Wells Fargo Board Likely to Eliminate 2016 Bonuses for Top Executives (W)
Financials: Banks Are Finally Sprouting Anew in America (W)
Media: Disney beat on earnings despite struggles at ESPN (BI)
Media: Time Warner Posts Large Jump in Revenue (W)
Media: Viacom to Narrow Focus to Six Key Cable-TV Channels (W)
Retail: The case for why Amazon should buy Macy’s (BI)
Retail: Books are back because Amazon likes them (FT)
Retail: Nordstrom Just Keeps Getting Trumped (B)
Tech: Intel Announces $7 Billion Investment in Arizona Plant (W)

Technology
Robot Baristas Serve Up the Future of Coffee at Cafe X (W)
Dyson’s perfectionists invent a future beyond vacuum cleaners (FT)

Offbeat
Study raises questions about the usefulness of equity research (FT)
Assessing international capital flows after the crisis (BIS)