wiar 5-22-17

Mary FanslauWhat I Am Reading

May 22 (Monday)

Stocks don’t need the Trump bump anymore (BI)
Goldilocks Is in the House (BR)
Bond Buyers Forgive and Forget, Flock Back to Online Lenders’ Debt (W)
Gundlach [EM] Trade Comes With a Sell-By Date (B)
Argentina Rises As Brazil Sinks (BR)

Saudis See All ‘on Board’ to Extend Oil Cuts for Nine Months (B)
Saudi Arabia and Russia Are at Odds on Almost Everything, Except Oil (B)
The markets frustrate OPEC’s efforts to push up oil prices (E)
OPEC Needs Shock and Awe to Drain the Glut (B)

Fear These ETFs, Not the Volatility (BR)
Blackstone Unveils $100 Billion Ambition for Infrastructure (B)
SoftBank’s Son Chases Boyhood Dreams With $100 Billion [Tech] Fund (B)

Central banks
Here’s the ECB’s `Strong Logic’ for Ending QE Before Rates Rise (B)

Economists are puzzled about why incomes aren’t rising (BI)
U.S. Infrastructure Shows Signs of Improvement (W)
US Hispanics: Too scared to spend (FT)
How Cell-Phone Plans With Unlimited Data Limited Inflation (W)

Taking Eurozone Growth Seriously (Jim O’Neill, Project Syndicate)
Spain’s Socialist primary is a battle for the left’s future (E)
Athens calls on creditors to strike a deal (FT)

Nine Stocks to Play China’s New Silk Road (BR)

Pressure Mounts on Temer as Brazil Lawyers Vote for Impeachment (B)
Political Crisis Grips Brazil as Firm Admits to Bribing Nation’s Leaders (W)

US politics
Week of chaos leaves Trump’s party hoping for a break (FT)
Fired FBI Director James Comey to Testify in Public (W)
The 205 Open Jobs at Justice (W)

Geopolitics & cybersecurity
North Korea Tests Another Missile in Latest Kim Provocation (B)
James Mattis says a military solution in North Korea will ‘be tragic on an unbelievable scale’ (R)
Philippines’ Duterte Says Chinese Leader Raised Threat of War Over South China Sea (W)
U.S., Saudi Arabia Expect Deals, Investments Worth $300 Billion (W)
Trump set to conclude $10bn Saudi arms sale (FT)
Trump Dials Back Islam Critique After Inking Saudi Mega-Deals (B)
All IT Jobs Are Cybersecurity Jobs Now (W)

Industries & companies
Autos: Subaru Considers Electric Versions of Its Cars to Leverage Brand (B)
Financials: Insurers get a new global accounting regime (E)
Materials: BHP reconsiders its foray into US shale (E)
Retail: 5 Retailers That Can Survive Amazon (BR)
Tech: Impinj and Everspin Could Be the Next Big Thing (BR)
Tech: SK Hynix, Bain to Join in Bid for Toshiba Chip Business (W)

Video: The Silicon Valley Startup Creating Robot DNA (B)

Here are some videos of Trump and his cabinet members awkwardly dancing with swords in Saudi Arabia (BI)
Who’s in Charge of Outer Space? (W)
For Business School Naming Rights, the Price Is Only Going Up (B)