wiar 4-01-17

Mary FanslauWhat I Am Reading

April 01  (Saturday)

Markets
Why Emerging Markets Are Looking Better Than the U.S. (W)

Central banks
Inflation Tops 2% Target for First Time in Almost Five Years (W)
How the Yellen Fed Got Religion Over the Stock Market and Policy (B)
There’s a simple reason why the Fed should stop raising interest rates (BI)

US
U.S. Personal Spending Cools (B)
Consumer Sentiment in U.S. Rises on Views of Current Finances (B)
Americans have never been this conflicted about the economy’s direction (BI)
The U.S. Consumer Will Probably Be Fine After Weak Start to Year (B)
‘Hard’ and ‘soft’ US data paint a muddled picture (FT)
Steve Eisman of ‘The Big Short’ Says Subprime Auto Loans Concern Him (B)
If You Have 29 Credit Cards, You’re Probably a Millennial (W)

Europe
Euro-Area Inflation Slows More Than Predicted on Oil, Food (B)
EU Signals U.K. Will Get Only a Year for Post-Brexit Trade Talks (B)
EU Rules Out U.K. Trade Deal Before Brexit Is Finalized (W)

China
China’s Global Currency Ambitions Falling Flat With Central Banks (W)
Biggest China Banks’ Bad-Loan Problem May Finally Be Easing (B)
Investors walk back from the edge on China, but big risks remain (FT)

Emerging
Russia has finally returned to growth (BI)
Making the Most of India’s Big Tax Reform (B)
Zuma Fires Nine Cabinet Members Including Finance Chief (B)
South Africa’s president fired his respected finance minister — and now the rand is tumbling (BI)

US politics I
Top GOP Senator Signals Tax Plan’s Permanence Is ‘Up in the Air’ (B)
Two Senate Democrats Say They Will Back Neil Gorsuch (W)
In Gorsuch Fight, Wider Political Battles Play Out (W)
GOP disarray deepens (R)
Pence Breaks Tie on Bill Aimed at Planned Parenthood (W)
Ryan Signals Support for Insurance Payments Under ACA (W)
How a Hillary Superfan Ended Up Inside Trump’s Treasury (B)
White House to Release Financial Disclosures for Cohn, Kushner (B)

US politics II
Flynn Seeks Immunity to Testify in Russia Investigations (B)
Trump backs Flynn’s call for immunity in Russia probes (FT)
Top Democrat Says Too Early to Grant Flynn Immunity (W)
Flynn Wants Immunity. Here’s Why It’s Complicated (B)

Geopolitics & trade
Tillerson and Mattis Blast Russia for Aggression (B)
NATO says trans-atlantic bond ‘rock solid’ as Tillerson visits (R)
Trump demands solution to US trade deficit with China (FT)
Ross Backs Trump’s China Criticism With ‘Most Protectionist’ Dig (B)
American Jobs Are Headed to Mexico Once Again (B)
India and Pakistan Escalate Nuclear Arms Race (W)
Hackers Boosting Destructive Attacks Against U.S., FireEye Says (B)

Industries & companies
Airlines: Airlines Make More Money Selling Miles Than Seats (B)
Energy: OPEC and U.S. Production Shape Oil Market Dynamics (FRB-DLS)
Financials: Bank Stocks Pause After Postelection Surge (W)
Tech: Samsung, Apple Intensify Battle for Smartphone Users (W)

Technology
In Warehouses of the Future, Robots Do the Walking (B)

Offbeat
Wall Street’s New Favorite Way to Swap Secrets Is Against the Rules (B)