wiar 9-02-17

Mary FanslauWhat I Am Reading

Sep 02 (Saturday)

Markets
Correlation crash clears way for stockpickers (FT)
Investors Have Stopped Pulling Money From the Stock Market (W)

Central banks
Slower U.S. Hiring and Growth in Unemployment Clouds Task for Fed (W)
Jobs Report Doesn’t Solve Fed’s Inflation Puzzle (W)
ECB May Not Have Final QE Plan Ready Until December (B)
Bank Of Japan’s Break From Battling the Yield Curve May Soon End (B)

US
U.S. Factory-Sector Activity Hits Six-Year High (W)
U.S. Business Innovation Burns Bright With Tech Companies Like Tesla And Netflix (IBD)
U.S. Jobs Growth Slows More Than Expected in August (W)
U.S. Jobs Report Disappoints. Here’s Who’s Hiring and Who’s Not (B)
As Workers Expect Less, Job Satisfaction Rises (W)

Europe
Eurozone industry surges despite currency strength (FT)

Emerging
Brazil emerges from its worst ever recession (FT)

US politics
Repealing Obamacare Just Got Even More Complicated (B)
Senate Health Proposal Signals Deeper Rift Between GOP, Trump (W)
Cohn Says Top Earners May See Higher Effective Rate in Tax Plan (B)
House speaker urges Trump not to scrap ‘Dreamers’ immigration policy (R)
If Trump Ends DACA, Issue Falls to Congress (W)

Geopolitics
Putin warns North Korea situation on verge of ‘large-scale conflict’ (R)
US show of strength masks limited N Korea options (FT)
Here’s What’s on the Table in the Second Round of Nafta Talks (B)

Industries & companies
Autos: Nissan Leads Sales Plunge in Mixed Results for U.S. Carmakers (B)
Autos: Tesla Faces Complaint From U.S. Labor Board (W)
FANGs: Amazon Hires Hundreds of Engineers to Bolster Alexa (W)
Financials: Federal Reserve finalizes rules to help unwind big banks (R)
Financials: Wells’ woes come at troubling time for US banks (FT)
Retail: Big Food Brands Pressed on Prices (W)
Tech: Meg Whitman Has a Different Mess to Clean Up (W)

Cybersecurity
Records of four million Time Warner Cable customers left unsecured: Gizmodo (R)

Offbeat
Insuring Coastal Cities Against the Next Hurricane Harvey (W)
Barclays new DIY investment site suffers hitches (FT)