wiar 2-22-17

Mary FanslauWhat I Am Reading

February 22  (Wednesday)

Why Trump’s much-awaited tax plan announcement could be a ‘sell the news’ event (C)
Global stocks hit record highs, dollar rises on rate-hike view (R)
Goldman Sachs Warns U.S. Stocks Are Now Reaching Peak Optimism (B)
US uncertainty offers opportunities, says Goldman (FT)
Wal-Mart helps Wall Street’s record-setting rally march on (R)

Central banks
The Fed and the market are having a hard time getting on the same page (C)
Fed’s Williams Says Historically Low Interest Rates Will Persist (B) | Economic Letter

Here’s how Trump may overhaul US trade data — and why it matters (C)

Europe Combats a New Foe of Political Stability: Fake News (N)

US politics
Trump Team Maps Sweeping Deportations for Undocumented Migrants (B)
Trump to exclude U.S. ‘dreamer’ migrants from crackdown (R)
How CEOs across America feel about Trump — and what they think he’ll do to their businesses (BI)
Trump Condemns Anti-Jewish Threats as ‘Painful and Horrible’ (B)

Geopolitics & trade
Ex-NATO Chief praises Trump’s national security team ‘now that Flynn has been dismissed’ (BI)
Mexico and Canada Say Nafta Should Be Re-Negotiated Trilaterally (B)
Vietnam Shrugs Off the Loss of TPP (B)
Homeland Security staff locked out of networks (R)

Industries & companies
Autos: Tesla’s Stock Now Rivals Ford and GM (B)
Logistics: UPS Tries Arming Its Brown-Clad Drivers With an Octocopter Drone (B)
Mining: Mining Companies Return to the Black (W)
Pharma: Bristol-Myers shares jump on report that Carl Icahn has taken a stake (BI)
Tech: Apple’s stock surges to another record after Morgan Stanley boosts price target (MW)

The Age of the Giant Battery Is Almost Upon Us (B)
Fed’s Williams touts potential benefits of blockchain technology (MW)
Paul Tudor Jones Rallies at Palm Beach Party to Rescue the Swamp (B)