wiar 3-24-17

Mary FanslauWhat I Am Reading

March 24  (Friday)

Markets
Stocks Fall as House Postpones Health-Care Vote (W)
Here’s Why Wall Street Is closely Watching The Health Vote (B)
What Comes After the Trump Trade for Markets? (W)
Bye-bye bull—this is the market’s ‘final wave,’ warns the ‘Northman Trader’ (C)
China Debt Risks Go Global Amid Record Junk Sales Abroad (B)

Central banks
Williams Says Three, Maybe More 2017 Fed Hikes Make Sense (B)
Fed Could Allow Higher Inflation as Interest Rates Remain Low, Papers Suggest (W)
ECB’s Free Money Has Helped Banks More Than It Aids the Economy (B)
ECB needs to be original on tapering (FT)

US
Jump in U.S. New Home Sales Defies Expectations (W)
The Outer Suburbs Are Once Again Outgrowing Cities (W)
Is the U.S. Economy’s Slow Growth ‘As Good As It Gets’? (W) | Brookings Paper
‘Deaths of Despair’ Claiming More White Americans (W) I Brookings Paper

Europe
Schäuble moves away from federalist EU vision (FT)

China
Debt piles add to risk for China’s property groups (FT)

US politics
House Republicans Cancel Planned Vote on Health-Care Bill (W)
Timing of crucial healthcare vote uncertain (R)
Here’s what happens to tax reform if the health bill passes — or doesn’t (MW)
Trump SEC Pick Says He Has No ‘Specific’ Plans to Gut Dodd-Frank (B)
Warren Wants SEC to Review Icahn’s Role Advising Trump on Rules (B)
Schumer Urges Filibuster to Block Gorsuch Confirmation (W)

Geopolitics & terrorism
Russia Uses Fake News to Sway Foreign Votes, Document Says (W)
Europeans Won’t Follow Suit on Electronics on Flights (W)
Attacker Was U.K.-Born, Probed for Extremism (W)

Industries & companies
Autos: Why America’s Auto Debt Boom Fuels Bubble Talk: QuickTake Q&A (B)
Autos: Ford Says Higher Rates, Lower Resale Values to Hurt Results (W)
Financials: Banks Trimming Compliance Staff as $321 Billion in Fines Abate (B)
Health care: Health Rules Targeted by GOP Could Upset U.S. Insurance Markets (B)
Media: Disney Extends CEO Iger’s Tenure (W)
Pharma: Pharma Gets Roped Into the Trumpcare Maelstrom (B)
Pharma: Drug Companies Are Buying Ads on Shows They Know Donald Trump Watches (B)
Retail: 0% Financing Deals Bite Back Retailers as Fed Raises Rates (W)
Retail: What Investors Missed in the Sears ‘Going Concern’ Warning (W)
Tech: Google Faces Tall Order Policing Content (W)
Tech: Apple to Start Making iPhones in India Over Next Two Months (W)

Offbeat
Populism emerges as key economic influence (FT)