wiar 2-13-17

Mary FanslauWhat I Am Reading

February 13  (Monday)

Like The Dow, The Boom-Bust Barometer Is Making New All-Time Highs (ETF)
The Aging Market’s Meltup Continues (BR)
Energy Shares: Last Year’s Winners, This Year’s Laggards (W)
Border Tax Could Upend Global Markets, but Investors Shy Away From Any Bets (W)

OPEC’s Amazing and Shortlived Compliance (B)

Central banks
‘Significant uncertainty’ about fiscal policy under Trump: Fed’s Fischer (R)
Investors don’t trust the Fed anymore (BI)
China’s Monetary Policy Is Looking Like Alphabet Soup (B)

U.S. Consumer Sentiment Steps Back From Last Month’s High (W)
U.S. Homeownership Rate Hits a 35-Year Low (BR)
The Jobs Surplus Is Real—Even in Manufacturing (BR)
The New Face of American Unemployment (B)
The Obamacare repeal ‘could be a disaster’ for states fighting the opioid epidemic (BI)

Germany Picks Anti-Trump President (B)
Even a Le Pen Win Won’t Be Enough to Break Up Euro, Banks Say (B)
Market questions: what next for French bonds? (FT)
Tsipras warns IMF and Germany over bailout talks (FT)
Swiss voters reject corporate tax reforms (FT)

Why Chinese Real Estate Stocks Are Rallying (BR)
A Quarter of the World’s GDP Is Undergoing Big Experiments (B)

US politics
Ex-Goldman Executive Takes Lead Role on Economic Policy (W)
Trump Team Leery of Too Many ‘Goldman Guys’ in Top Posts (B)
Something missing from Trump’s Cabinet: Economists (C)
Immigrant communities fearful after hundreds arrested in what feds call routine ‘surge’ (C)
Rowdy Anti-Trump Crowds Target GOP Town Halls (W)

Geopolitics & trade
Donald Trump’s Diplomatic Moderation (C)
While Trump and Abe Bond, Their Deputies Talk Trade (B)
Japan’s Abe Calls North Korea Missile Launch ‘Intolerable’ (W)
U.S. to weigh options on North Korea missile test (R)
Russia Considers Returning Snowden to U.S. to ‘Curry Favor’ With Trump: Official (C)

Industries & companies
Media: Walt Disney Increases Theme Park Ticket Prices (B)

Germans outraged as U.S. plays wrong version of their anthem (R)
Americans Renouncing Citizenship at Record High (B)
Yale Renames Calhoun College Over Slavery Ties (W)