wiar 6-21-17

Mary FanslauWhat I Am Reading

Jun 21 (Wednesday)

Markets
What Trump-Generated Volatility? The World is Awash in Calm (W)
Falling Energy Stocks Lose Their Influence Over the S&P 500 (B)
Health Care Is the S&P 500’s Unsung Hero (B)
MSCI Could Usher China Markets Into the Big Time (W)
Pension Crisis Won’t Be Reversed by High Returns, Moody’s Says (B)

Oil
Crude Slides Into Bear Market (B)
BANK OF AMERICA: ‘Oil is in a downtrend and risks trending into the $30’s’ (BI)

Credit & currencies
Mnuchin Says Ultra-Long Bond Program Wouldn’t Be a One-Off (B)
Remember the Stunning Dollar Rally in 2014? Now It’s Euro’s Turn (B)

Central banks
Amazon Has at Least One Fed Official Rethinking Inflation (B)
Fed’s Evans Says Rate Rise Could Wait Until December (W)

US
Millennials Are Helping America Save More Money (B)

Europe
Merkel Signals Openness to Eurozone Reform (W)
French Growth Picking Up as Macron Pursues Change (W)

Emerging
The End of an Era for Asia’s Tycoons (W)

US politics
Ryan Talks Up Likelihood of Tax Overhaul (W)
GOP Health Bill Kept Secret From Senators Assigned to Write It (B)
‘I Need More Mexicans’: A Kansas Farmer’s Message to Trump (B)

Geopolitics & trade
Trump Says China’s Efforts on North Korea ‘Have Not Worked Out’ (B)
China Invites Ivanka Trump and Jared Kushner to Visit Beijing (B)
What Are the Odds of a U.S.-China War? (W)
Iraqis Deploy Drones to Target ISIS in Battle for Mosul’s Old City (W)
U.S. Jet Downs Syrian Pro-Regime Drone (W)
Trump’s Steel-Import Threat Prompts EU to Warn of Retaliation (B)

Industries & companies
Airlines: Climbing Down Into Airline Hell, Year by Year (B)
Autos: Ford to Import Next-Generation Focus From China (W)
FAAMGs: Big Prize in Amazon-Whole Foods Deal: Data (W)
FAAMGs: Amazon Turns to Subscription Boxes to Dominate Clothing Market (B)
FAAMGs: The Amazon Approach to Groceries Won’t Replace Stores (B)
FAAMGs: Among the iPhone’s Biggest Transformations: Apple Itself (W)
FAAMGs: Microsoft shares could jump 46% in the next year (BI)
Industrials: GE Tells Boeing It Won’t Join Three-Way Race on 797 Plane Engine (B)
Materials: Rio Tinto snubs Glencore coal assets offer (FT)
Media: The company formerly known as Yahoo begins its life as Altaba today (BI)
Retail: T.J. Maxx Is Bucking the Crisis in Retailing (W)

Offbeat
It’s So Hot in Phoenix Some Planes Can’t Take Off (B)
Rise of Robots: Inside the World’s Fastest Growing Hedge Funds (B)