wiar 2-16-17

Mary FanslauWhat I Am Reading

February 16  (Thursday)

Stocks post best winning streak in 25 years (NN)
U.S. Stocks Again Close at New Highs (W)
Political fears hit Europe’s corporate bond market (FT)

Central banks
Markets Learn to Live With a More Hawkish Yellen (B)
Yellen Defends Fed’s Large Balance Sheet During House Questioning (W)
FED’S ROSENGREN: I think we could hike rates at least 3 times in 2017 (BI) | Speech

No More Waiting: Inflation May Have Already Hit Fed’s Target (B)
Consumer Prices Up 0.6% in January (W)
U.S. Retail Sales Rose More Than Expected (W)
U.S. Industrial Output Slipped in January (W)
U.S. Home Builder Confidence Slips in February (W)

French Election Puts Possibility of ‘Frexit’ on the Agenda (W)
EU Approves Long-Awaited Trade Deal With Canada (W)
Stop Dithering Over Greece (B)
Rise of refugee ‘fake news’ rattles German politics (FT)
People are ignoring the biggest threat to the eurozone — and it isn’t the French or Dutch elections (BI)

Lost Sleep Is Costing Japan’s Economy Billions (B)

Goldman Warns of China Economy Risks During Year of the Rooster (B)
From ‘Made in China’ to ‘Made by China for China’ (B)

US politics
Trump blasts ‘criminal’ leaks by intelligence agencies, calls Flynn ‘wonderful’ (R)
Spy Agencies, FBI Probe Trump Team’s Russia Calls (B)
The Political Assassination of Michael Flynn (B)
Congress struggles to deal with White House chaos (FT)
Puzder Withdraws as Trump’s Nominee for Labor Secretary (W)
Three Charts That Show Markets Aren’t Betting on GOP Border Tax (B)
The Trump administration just proposed big changes to Obamacare (BI)

The Kremlin Is Starting to Worry About Trump (Foreign Policy)
Trump Drops Two-State Solution as Cornerstone of Mideast Peace (B)
Trump directly tells Israeli Prime Minister Benjamin Netanyahu to ‘hold off on settlements for a bit’ in Israel (BI)
U.S. Defense Secretary Warns NATO Allies on Military Spending (W)

Industries & companies
Financials: Trump Administration Aims to Calm Insurers During Health-Law Limbo (W)
Financials: Bank of America Misses a Big Options Payday, Goldman Cashes In (W)
Retail: Trump Tells Retail Executives Tax Overhaul Plan Coming Soon (B)
Media: Verizon, Yahoo Near Revised Deal That Cuts Price (W)
Media: Fox probed on sexual-harassment deal disclosures (FT)
Telecom: Amazon, Google Consider Turning Smart Speakers Into Home Phones (W)

For the Blind, an Actual-Reality Headset (W)

Trump is reportedly ‘especially upset’ by portrayal of Steve Bannon as the Grim Reaper on ‘SNL’ (BI)
What Impeachment Meant to the Founders (B)
Americans Just Broke the Psychologists’ Stress Record (B)