wiar 3-14-17

Mary FanslauWhat I Am Reading

March 14  (Tuesday)

Markets
Despite Eerie Calm, Stocks Are Where They Should Be in the Rate Cycle (B)
Traders Brace as Crucial Events Loom for Markets (W)
The ETF Canaries Signaling Danger in the Credit Coal Mine (B)
Wall Street Has Found Its Next Big Short in U.S. Credit Market (B)
Pound Shows Resilience in Face of Second Scottish Referendum (B)

Oil
Crude prices are almost back to where they were when OPEC announced production cuts (BI)
Drilling Boom in Hottest U.S. Oil Play Is Bad News for Gas Bulls (B)

Central banks
Fed Signal Could Revive a Problem for China’s Central Bank (W)
These Fed Officials Give the Best Policy Signal (B)

Europe
Dutch Election Upended as Turkey Dispute Seen Aiding Wilders (B)
May Enters Brexit Process in Strong Position, Though Threats Loom (W)
Scotland to Seek Second Independence Referendum (W)

China
Fake China data: was it just one province? (FT)

Japan
Surprise fall in Japan January machinery orders raises doubts about recovery (R)

BRICs
Modi Win Spurs Jump in Indian Stock Futures, Rupee Forwards (B)

US politics
CBO Sees 24 Million More Uninsured, $337 Billion Deficit Cut With GOP Plan (W)
Trump Gave CIA Power to Launch Drone Strikes (W)
Schumer Warns of Government Shutdown Over Trump’s Border Wall (B)

Geopolitics & trade
Nations Gather to Recast TPP (W)

Corporate finance
Intel in $15 Billion Deal for Self-Driving Tech Firm Mobileye (W)
Vista to Buy DH Corp for $2.03 Billion, Combine With Misys (B)

Technology
Intel Joins Silicon Valley’s Race to Make Best ‘Server on Wheels’ (W)
Alexa and Cortana May Be Heading to the Office (W)
How AI Is Transforming the Workplace (W)

Offbeat
Sugar and Salt Content Shrivels as Consumers Get Wise on Health (B)