wiar 2-11-17

Mary FanslauWhat I Am Reading

February 11  (Saturday)

Markets
Wall Street at record levels as risk appetite improves (FT)
Blankfein is so bullish on Wall Street, existing words don’t describe it (MW)
Fitch warns Trump poses risk to global economy (FT)
Bulls Are Back for European Stocks as Earnings Stagnation Ends (W)
Vanguard Reaches $4 Trillion in Assets for First Time (W)

Oil
Oil up on widespread OPEC deal compliance, U.S. rig count rises (R)

Central banks
Resignation at Fed Will Help Trump Reshape Bank Rules (W)

US
U.S. Consumer Sentiment Steps Back From Last Month’s High (W)
Housing Shortage Fuels Price Gains (W)

US politics
White House Says Cohn-Led Tax Plan Is Real and It’s Phenomenal (B)
US senators ask Blankfein to disclose Cohn links (FT)
Top Democrats to Trump: Fire Flynn (BI)

Geopolitics & trade
Trump changes tack, backs ‘one China’ policy in call with Xi (R)
U.S., China military planes come inadvertently close over South China Sea (R)
Trump embraces Abe after move to heal Beijing rift (FT)
Trump says U.S. committed to Japan security, in change from campaign rhetoric (R)
Shootouts in Mexico show Trump’s drug cartel fight will be tough (R)
Trump says Israel should be ‘reasonable’ in peace process (R)
Trump May Turn to Arab Allies for Help With Israeli-Palestinian Relations (N)

Industries & companies
Autos: Ford Invests $1 Billion in Startup Founded by Two Autonomous Car Pioneers (B)
Autos: Trump Wants More American Cars in Japan. Japan’s Drivers Don’t. (N)
Financials: Financial Stocks Spike on Fed Regulatory Chief’s Plan to Resign (B)
Retail: Amazon Takes Aim at Victoria’s Secret (W)
Retail: Sears shares surge on Lampert’s restructuring plan (FT)

Technology
Apple CEO Tim Cook believes augmented reality is ‘a big idea, like the smartphone’ (BI)
Dodge to use its parking tech to protect police from ambush attacks (C)

Offbeat
Abby Joseph Cohen, Famous for Bullish Calls, Plans to Retire (B)
What it’s like to stay at Mar-a-Lago, Trump’s ‘winter White House’ (BI)