wiar 3-20-17

Mary FanslauWhat I Am Reading

March 20  (Monday)

Record ETF flows fuel fears of stock market bubble (FT)
The Bull Market: 6 Things to Worry About, 3 to Ignore (BR)
Are higher interest rates bad for stocks? (BI)
Small-Caps Turn Sluggish as Trump Economic Policy Hangs in Balance (W)
What Are Transports Telling Us? (BR)
Nouriel Roubini warns: Markets are overestimating Trump policy positives (C)

OPEC’s Cuts Are Treading Water (B)
Inventory Glut Could Push Oil Down Further (BR)

Central banks
While Markets See Growth, Fed Officials Rightly Wait and See (W)
Why the Federal Reserve Could Turn More Hawkish (BR)
Yellen’s exit may prompt the Fed to pare its balance sheet sooner rather than later, Goldman says (C)

Dutch Vote Allays Fears of a Euro Breakup for Now (BR)
Scottish leader softens stance on possible independence vote timing (R)

Emerging Markets Thwart Short Sellers (BR)

US politics
U.S. Republicans working on Medicaid, tax credit changes: Ryan (R)
Tax reform may begin in late spring, Spicer says (C)
Kill the Border Adjustment Tax (BR)
What America would look like under the Trump budget (NN)
U.S. Starts Bidding Process for Border-Wall Construction (W)
Donald Trump: A Fox News president (NN)
How Kellyanne Conway became one of America’s most powerful political operatives (BI)
Trump adviser Roger Stone is in the crosshairs of the Senate’s Russia investigation (BI)

G-20 Drops Anti-Protectionist Pledge as Price of U.S. Assent (B)
Mnuchin at G-20 Plays Nice While Snubbing Rules of World Trade (B)

Geopolitics & trade
Tillerson finally speaks: ‘The threat of North Korea is imminent’ (BI)
North Korea Tests U.S. as Tillerson Meets China’s Xi (W)
Tillerson ends China trip with warm words from Jinping (R)
Tillerson trip fails to narrow US-China differences (FT)
Vietnam steps up islands battle in South China Sea (FT)
Germany Trades Barbs With Trump on Defense After Merkel Meeting (B)
Germany rejects Trump’s claim it owes NATO and U.S. ‘vast sums’ for defense (R)
Syria Retaliates Against Israeli Airstrikes as Tensions Escalate (B)

Industries & companies
Tech: How Chip Designers Are Breaking Moore’s Law (W)
Tech: Changes at Oracle, IBM, and Intel: Less Than Meets the Eye (BR)
Tech: Apple Could Rise 10% In 6 Months (BR)

Bill Gates wants to tax robots, but ABB CEO says that’s ‘as intelligent’ as taxing software  (C)
Marijuana Industry Presses Ahead in California’s Wine Country (N)
Kalorama: The Charming Elegance and Urban Allure of the Obamas’ New D.C. Neighborhood (W)