wiar 6-26-17

Mary FanslauWhat I Am Reading

Jun 26 (Monday)

Markets
Investors, Reasons to Beware the Second Half (BR)
Finding the Best Alternative ETFs (BR)

Oil
Oil’s drop could leave a stain on earnings (R)
A Look at Energy Markets After the First Five Months of Trump (B)
The Shale Revolution’s Staggering Impact in Just One Word: Plastics (W)

Central banks
Push on with the ‘great unwinding’, BIS tells central banks (R)
Time may be nearing for ECB stimulus exit: Weidmann (R)

US
Can the U.S. Economic Expansion Last Into 2020? (BR)
California Reservoir on Shaky Ground Highlights Aging U.S. Dams’ Risks (W)

Europe
Italy Commits Up to $19 Billion for Veneto Banks Liquidation (B)
Rome sets aside €17bn to wind down failing lenders (FT)
Trump—and Merkel’s Response to Him—Is Issue in German Election (W)

Emerging
China enters the big leagues of global markets (E)
The Problem With Argentina’s 100-Year Bond (BR)

US politics
The $1.5 Trillion Business Tax Change Flying Under the Radar (W)
Donald Trump on Senate Health Bill: A ‘Narrow Path’ But ‘I Think We’re Going to Get It’ (W)
How Killing Obamacare Might Save Obamacare, For a While (B)
Democrats Ready ‘Bold’ Economic Plan in Bid to End Losing Streak (B)
What the Health-Care Vote Means for the Midterm Elections (W)
The race in Georgia’s sixth district (E)

Industries & companies
Consumer: 12 Consumer Stocks With Nice Payouts (BR)
Consumer: Nestle Said to Be Targeted by Activist Dan Loeb’s Third Point (B)
FAAMGs: Facebook Is Going Hollywood, Seeking Scripted TV Programming (W)
Financials: Bankers Have Less to Fear From ‘Stress Tests’ (W)
Tech: Oracle Conquers the Cloud—Just in Time (BR)

Geopolitics & terrorism
Saudi-Led Demands ‘Difficult’ for Qatar to Meet, Tillerson Says (B)
Bungled Attacks, Small Operations Signal New Phase in Terror (W)