wiar 7-14-17

Mary FanslauWhat I Am Reading

Jul 14 (Friday)

Markets
Global stocks at record highs after Yellen remarks (FT)
An Obscure Technical Indicator Was the Only Way to Beat European Stocks This Year (B)
Yellen Revives Investors’ Appetite for Emerging-Market Stocks (B)
Why EM investors should beware indices (FT)

Central banks
Yellen: Premature to Conclude Inflation Trend Is Falling Short of 2% (W)
Yellen on Trump’s 3% Growth Goal: ‘I’d Love to See It’ (B)
Who will chair the Federal Reserve after Yellen? (FT)
Cohn in the frame to lead Fed (FT)
ECB’s Draghi to Speak at Jackson Hole, Giving Chance to Signal Shift (W)
Uncoordinated QE shift has investors worried (FT)

US
U.S. Producer Prices Rose Slightly in June (W)
Videogames Might Be Keeping Young Men Out of the Workforce (W)

Europe
Macron Pushes Germany to Commit More to Eurozone (W)
Britain Is Shamed and Brussels Triumphant. But Is That Good for Europe? (B)

China
China Exports Rise for Fourth Straight Month (W)
Why You Should Look to China for the Future of Retail (W)

US politics
Trump Says ‘Most People in Politics’ Would Take Russian Meeting (B)
Trump Budget Would Not Balance In 10 Years, CBO Says (W)
Health-Care Bill Delays May Doom Tax Reform This Year (B)
Health Bill Would Let Insurers Sell Bare-Bones Plans (W)
GOP Health Bill Adds $70 Billion for Exchanges to Woo Holdouts (B)
How Senate Health Bill Compares to House Bill, Obamacare (W)

Geopolitics
China Defends Trade With Sanctions-Hit North Korea (W)
Trump Meets With Macron in Paris Amid Controversy at Home (W)

Industries & companies
Airlines: Delta Misses Profit Target (W)
Airlines: United Wants to Sell Your Seat to Someone Else for More Money (B)
Retail: Bonfire of the Retail Stocks Brings Out Bargain Hunters (W)

Corporate finance
Manulife Exploring IPO or Spinoff for John Hancock Unit (W)

Offbeat
They’re The World’s Fastest Traders. Why Aren’t They Thriving? (B)