wiar 3-13-17

Mary FanslauWhat I Am Reading

March 13  (Monday)

Markets
Investors Brace for Week of Events That Could Rattle Markets (W)
What Fund Flows Really Say About the Market (BR)

Central banks
Trump Wants Faster Growth. The Fed Moves for Restraint. (N)
Cohn: Fed doing ‘good job,’ respects independence (R)
Fed and Markets Align Despite Looming Interest Rate Increase (W)
Is the Federal Reserve Using Overheated Data? (BR)
Draghi Outlook Snaps Euro Interest-Rate Bears Out of Hibernation (B)
ECB could lift rates while tapering QE (FT)

US
The $160 billion US manufacturing boom that started before Trump (C)
U.S. Subprime Auto Loan Losses Reach Highest Level Since the Financial Crisis (B)
Credit Reports to Exclude Some Negative Data, Boosting Scores (W)
Your Pension Check May Soon Be Coming From an Insurance Company (W)
U.S. Budget Gap Reaches 3.1% of GDP Over Past 12 Months (W)

Europe
Dutch Leader Takes Populist Turn to Fend Off Far-Right (W)
Anti-Le Pen splits open a narrow path to victory (FT)
FT Special: The Europopulists (FT)

BRICs
China Says Economy Showed Signs of Improvement in Start of Year (B)
After $225 Billion in Deals Last Year, China Reins In Overseas Investment (N)
Modi’s Party Wins Big in Indian State Election (W)

US politics
Republicans Pose Growing Challenge to Trump’s Trade Agenda (W)
White House civil war breaks out over trade (FT)
White House Pledges No One ‘Worse Off’ in Obamacare Replacement (B)
The G.O.P.’s High-Risk Strategy for Health Law Repeal (N)
Tillerson struggles to make his mark in Washington (FT)
Trump Said to Weigh Political Risks of Firing CFPB’s Cordray (B)
U.S. Attorney Fired After Refusing Request to Resign (W)
McCain on Russia: ‘There’s a lot more shoes to drop from this centipede’ (BI)

Geopolitics & trade
Merkel to Warn Trump That U.S. Tax Changes May Spark Retaliation (B)
Mnuchin to Focus on Currencies as G-20 Girds for Trump Era (B)
Turkey-Netherlands Row Escalates as Dutch Deport Minister (W)

Industries & companies
Biotech: Resisting the Allure of Gilead (BR)
Consumer: Norwegian Cruise Line Stock Could Rise 25% (BR)
Industrials: Ball Corp.: The Can-Do Can Maker (BR)
Retail: In Retail, Few Payouts Are Certain (BR)
Tech: Uber Urges Drivers to Reject Unionization Effort in Seattle (W)

Technology
Next Top Fashion Designer? A Computer (W)

Offbeat
No Privacy: Chinese Feel They’re ‘Running Naked’ Online (W)
Why market reporters lean towards negative news (FT)
SEC Denies Winklevoss Application for a Bitcoin ETF (W)