wiar 4-29-17

Mary FanslauWhat I Am Reading

April 29 (Saturday)

Stocks
U.S. Stocks End Month Higher, Buoyed by Earnings (W)
Turning point as US earnings recession ends (FT)
The long-term sting in passive investing’s great success (FT)
This Chart Shows How Trump’s Stock Market Gains Compare to the Last 13 Presidents
Bull herd nears Europe as US stocks break records (FT)

Bonds
Bond Vigilantes Lie In Wait for Trump’s Debt-Swelling Tax Plan (B)
Bond Market Discounts Trump Tax Plan, Bigly (B)

Central banks
Euro Area’s Inflation Surge Won’t Help Draghi Hold the ECB Line (B)

US
GDP Growth Slowed as Spending by Consumers Lagged (W)
Economic Growth, at 0.7%, Is Weakest in Three Years (W)
Consumer Sentiment Remains High Despite GDP Report (W)
Fatter Paychecks Set to Perk Up U.S. Growth (B)
It’s a Good Time to Trade Your Student Debt for Home Debt (N)

Europe
The Calculated Rise of France’s Emmanuel Macron (W)

US politics
What Trump’s Done—or Undone—for Business in 100 Days (B)
Trump has already signed 78 executive actions — here’s what each one does (BI)
Trump Signs Executive Order Easing Offshore-Drilling Regulations (W)
How Trump Wants to Change Your Tax Deductions (W)
Tax Plan Could Turn ‘Everyone and Their Dog’ Into an LLC (B)
GOP Health-Care Push Falls Short (W)
New Plan, Same Hurdle in GOP’s Quest to Gut Obamacare (W)
Congress Passes Stopgap Spending Bill to Avoid Government Shutdown (W)
Larry Fink Says U.S. on Path to ‘Exploding’ Deficits (B)
Greenspan Says Trump Has a Math Problem With His Budget (B)

Geopolitics & trade
U.S. Presses for Tougher Action on North Korea (W)
Tillerson urges ‘painful’ sanctions on North Korea (B)
North Korea Test-Fires a Ballistic Missile (B)
Draft Nafta order puts US trade partners on notice (FT)
US launches security probe into aluminium imports (FT)

Industries & companies
Airlines: Airlines Will Still Overbook, Even After United Incident (W)
Airlines: United Blunder Prompts Airlines to Throw Cash at Their Problems (B)
Autos: Truck, SUV Sales Power GM’s Profit (W)
Energy: Exxon, Chevron Profit Up in Sign of Strengthening Oil Companies (W)
Financials: Barclays Profit Tumbles on Africa Write-Down (W)
Tech: Qualcomm Warns of Lower Profit as Apple Dispute Bites (W)
Tech: Tech’s Titans Go From Big to Bigger (W)

Offbeat
Meet the People Who Train the Robots (to Do Their Own Jobs) (N)