wiar 8-14-17

Mary FanslauWhat I Am Reading

Aug 14 (Monday)

Markets
The Curse of 2017: Stocks Could Be Headed for a Fall (BR)
A Letter From Camp Kotok (BR)
Short sellers target high-flying US tech stocks (FT)

Funds
Record ETF inflows fuel price bubble fears (FT)
When Cheaper P/E Ratios Mean Nothing (W)
Retiring in 2065: Are Far-Off Target-Date Funds Worthwhile? (W)

Credit, currencies & commodities
Bond Managers Who Don’t Fear Rising Rates (BR)
For More Yield in Junk Bond ETFs, Go Short (BR)
Either China’s Bond Market Or Commodities Are Getting It Wrong (B)
China’s Speculator Army Train Their Sights on Rocketing Rebar (B)
Taming of Asia’s Most Volatile Currencies Is Creating New Danger (B)
Dollar Weakness Could Be the Boost U.S. Economy Needs (W)
The Bad News Buck (BR)

US
The Big Villain in Slow U.S. GDP Growth[: Productivity] (BR)

Europe
The Euro Area Is Due for a Reboot. Here’s What Is Being Proposed (B)
Brussels seeks tighter vetting of foreign takeovers (FT)
Measuring inflation [in the UK]: A can of worms (E)

Japan
Japan Second-Quarter GDP Up 4% on Year, Beating Estimates (B)

China
China: The World’s Best Consumer Story (BR)
Chinese Shopping Splurges Are Set to Boost Alibaba’s Revenue (W)

US politics
White House Says Trump Condemns Extremists (W)
City Remains Tense a Day After Clashes (W)
Trump Chips Away at Postcrisis Wall Street Rules (W)
Scaramucci Says Bannon a ‘Snag’ on Trump’s White House Agenda (B)

Geopolitics
U.S. Draws Up Plans for North Korea, but Urges Diplomacy (W)
China’s Xi Grapples With Rising Cost of Supporting Kim Jong Un (B)
China urges restraint over North Korea (FT)
Without Oil, North Korea Sanctions Won’t Stop Kim (B)
Nuclear War With North Korea Isn’t Imminent, U.S. Officials Say (B)
North Korean Tensions Aren’t Deterring Tourists From Guam (B)
What U.S. Wants From Nafta Talks (W)
Trump Administration to Begin Probe of Alleged Chinese Technology Theft (W)

Industries & companies
Autos: Volkswagen’s Road to Recovery (BR)
FAANGs: Facebook’s Onavo Gives Firm Inside Peek at Rivals (W)
Pharma: Dangerous Monopoly of Power (BR)
Pharma: Drug groups face ‘tidal wave’ of opioid lawsuits (FT)
Technology: Microsoft: Riding High on the Cloud (BR)
Technology: 8 Tech Stocks With Growing Dividends (BR)

Offbeat
Business Book of the Year 2017 — the longlist (FT)