wiar 4-11-17

Mary FanslauWhat I Am Reading

April 11  (Tuesday)

Markets
Contrarian Oppenheimer Call Says Ditch European Stocks for U.S. (B)
U.S. Steelmakers Press Their Luck With Price Increases (W)
Junk-Bond Investors Can’t Make Up Their Mind About Oil Prices (B)
Should the Social Security Trust Fund Invest in Stocks? (W)

Central banks
This Is What Dimon and Kashkari Are Really Fighting About (B)

US
Conference Board Employment Trends Index Rose in March (W)

Europe
Merkel seeks to strengthen EU’s liberal voice (FT)
France’s wealth tax divides presidential candidates (FT)
Le Pen Calls Multiculturalism a Weapon for Islamic Extremists (B)
Le Pen opponents seize on Jewish round-up ‘insult’ (FT)

Japan
Japan’s population set to fall to 88m by 2065 (FT)

US politics
In Trump’s White House, Family Comes First (B)
Five Big Players Steer Trump’s Foreign Policy Toward Mainstream (W)
White House Plays Down Rifts Among Top Staff (W)

Geopolitics & trade
U.S. Reroutes Warships Toward Korean Peninsula in Show of Force (N)
U.S. Hints at Tougher Stance on Syria (W)
White House Warns Syrian Use of Barrel Bombs Could Trigger Response (W)
Putin Has Eastern Europe Hearing Trump’s Call to Arms (B)
Global Finance Institutions Go to Bat for WTO (W)

Industries & companies
Airlines: United in social media storm after man dragged off flight (FT)
Amazon: Amazon’s Third-Party Sellers Hit By Hackers (W)
Autos: Tesla Rivals GM as the Most Valuable Auto Maker in U.S. (W)
Autos: Quarter of Miles Traveled in the U.S. by 2030 Seen as Driverless (B)
Energy: BHP Billiton Urged by Activist Investor to Shed Oil Operations (W)
Energy: Drillers in Biggest U.S. Gas Play Get More Bang for Their Buck (B)
Financials: Tangled web of Cohn, Goldman and Glass-Steagall (FT)
Financials: Wells Fargo Claws Back $75 Million From Executives for Sales Abuses (W)
Financials: Auto Insurers Chase an Elusive Motorist: The Uber Driver (W)
Media: Comcast Is Planning a Netflix Rival Using NBC Shows (B)
Media: In the $75 Billion Videogame Industry, Hiring People Is a Last Resort (W)

Corporate finance
Foxconn Offers Up to $27 Billion for Toshiba Chip Business (W)
Germany’s Stada Backs $4.4 Billion Private-Equity Takeover Offer (W)
Truckers Swift and Knight to Merge (W)
Activist Takes Stake in Whole Foods, Will Seek Possible Sale (W)

Offbeat
Scammers Used SeekingAlpha for Bogus Stock Promotions, SEC Says (B)
Barclays CEO Investigated Over Aim to Unmask a Whistleblower (W)
WSJ’s Noonan Wins Pulitzer Prize for Commentary (W)