wiar 7-11-17

Mary FanslauWhat I Am Reading

Jul 11 (Tuesday)

Markets
Traders are the most confident since the early days of the financial crisis — and that’s a huge red flag (BI)
Investors Beware: Bond Prices Are Threatening the Stock Market (W)
Oil Up? Oil Down? Blame the Algorithms (W)
Quant Funds That Chase Trends Are This Year’s Biggest Losers (B)

Central banks
Warning of BoJ battle to keep bond yields near zero (FT)
The Inflation Numbers Yellen Should Be Talking About (B)
What’s Holding Back Business Formation? (FRB-SF)

US
Working Past 70: Americans Can’t Seem to Retire (B)

Europe
French PM eyes tax cuts for the wealthy in 2018 (FT)

China
Chinese inflationary pressures steadied in June (BI)

Japan
Shinzo Abe approval slides after raft of scandals (FT)

US politics
Trump’s Massive Tax-Cut Plan Faces ‘Train Wreck’ of a Calendar (B)
Trump Jr. Met With Russian Claiming to Have Clinton Intel (W)

Geopolitics
U.S. Prepares to Act Alone Against North Korea (W)

Industries & companies
Autos: Red flags from the US car industry — in charts (FT)
Retail: Department Stores Are Starting to Discount Cosmetics (W)
Retail: New ETFs Bet Against the Shopping Mall by Shorting Traditional Retail Stores (B)

Corporate finance
Merger Monday Arrives in Asia With $19 Billion Flurry of Deals (B)
China’s Wanda is selling a chunk of its assets for $9.3 billion (BI)
Abercrombie Shares Dive 20% After Buyout Talks Stall (W)

Offbeat
Career of the Future: Robot Psychologist (W)