wiar 8-21-17

Mary FanslauWhat I Am Reading

Aug 21 (Monday)

Markets
Investors Grapple With Signs of Unrest (W)
Investors focus on Trump trade and asset prices (FT)
Investors Chasing Faster Growth Look Abroad (BR)

Oil & gas
Old Oil Is New Again (W)
U.S. Exports Gas to Europe, and Russia Aims to Counter (W)

Funds
Be Wary of Volatility ETFs (BR)
Lessons from the Quant Quake resonate a decade later (FT)
Investors Pull Back From Gundlach’s Biggest Fund at DoubleLine (W)

Europe
Merkel Tested on Refugees, Diesel as Campaign About to Heat Up (B)
Macron thinks big in vision for French unicorns (FT)

China
China modernises its monetary policy (E)
With Some Countries, China Is in the Red (B)
Why China is Apple’s greatest hope and headache (FT)
China’s Debt Swaps Surpass $100 Billion (B)

US politics
Trump targets tax reform to reconnect with GOP (FT)
Trump Gets Little Air Cover From Fellow Republicans (W)
Trump and the CEOs: Behind the Collapse of an Uneasy Alliance (W)
Trump’s Secret Weapon: Deregulation (BR)
Mnuchin Defends Decision to Stay as Trump Sees Healing Ahead (B)
Republicans Face Looming Deadline on Health Law (W)
Right-Wing Rally Overwhelmed by Counterprotesters in Boston (W)

Geopolitics & terrorism
China has most to lose from US trade war, says report (FT)
U.S., South Korea Brace for North’s Fury Over War Games (W)
Trump to Unveil Afghanistan Strategy in Televised Address Monday (W)
Nafta Nations Say Quick Deal on Table as Inaugural Talks End (B)
Police Hunt Focuses on One Suspect in Barcelona Attacks (W)
Finland Stabbing Probe Continues With Terror Focus (W)

Industries & companies
Defense: In a World of Danger, Lockheed Looks Like Safe Bet (BR)

Technology
Artificial Intelligence Gets a Lot Smarter (BR)
Why Your Face Will Soon Be the Key to All Your Devices (W)
Starbucks Teaches Silicon Valley a Lesson in Tech (BR)
Is There Value in Tech Funds? Yes and No (BR)