wiar 9-05-17

Mary FanslauWhat I Am Reading

Sep 05 (Tuesday)

Markets
How This Bull Market Will End (BR)
Why Markets Don’t Care About North Korea—Yet (W)
Investors Hedge Their Bets Entering Choppiest Season for Markets (W)
The Crowded Trades of a Scary September (BR)
Attention, Yield Hunters: EM Payouts on the Rise (BR)
Vanguard chief dismisses ETF bubble fears (FT)
Investor With 30% in Cash Says North Korea Selloff Will Come (B)

Central banks
ECB taper talk could have longer to run (FT)
Bitcoin Tumbles as PBOC Declares Initial Coin Offerings Illegal (B)

Emerging
Merkel: ‘Turkey should not become an EU member’ (FT)
Turkey lashes out at Merkel over threat to end its EU bid (FT)
India’s Modi Shakes Up Cabinet (W)

Japan
Time to Give Japan a Look (BR)

US politics
Trump Expected to Lift Protections for Immigrant ‘Dreamers’ (W)

Geopolitics
North Korea Plans New Missile Test as U.S. Calls for Action (W)
North Korea Hails Test of Hydrogen Bomb for ICBM a ‘Perfect Success’ (W)
Trump Threatens New Sanctions After North Korea Nuclear Test (B)
Haley Says North Korea ‘Begging for War,’ Demands New Sanctions (B)
Mattis Warns North Korea: U.S. Has ‘Many Military Options’ (W)
Three Hard Truths Govern the Confrontation With North Korea (W)
As North Korea Flexes Nuclear Muscles, U.S. Picks Fight With South (W)
Russia Complies With U.S. Order to Close Three Diplomatic Properties (W)
Latest Nafta Talks Near End Without Major Breakthroughs (B)

Industries & companies
Consumer: P&G Proxy Fight Pits Former Finance Chief Against Longtime Protégé (W)
Energy: Exxon Working Toward Restarting Baytown Refinery (W)
Energy: Underwater: Houston’s Refiners, Not the Stocks (BR)
Financials: Bank Investors Say: Mind the Gap (W)
Financials: Harvey Losses Won’t Sink Insurers (BR)
Materials: U.S. Steel Upgrades to Cut Costs and Benefit From the Alloy’s Rising Price (B)
Media: Hollywood Calls a Wrap on $3.8 Billion Summer, Worst Since 2006 (B)
Retail: Kroger Seeks to Repel Amazon’s Grocery Onslaught (W)
Shipping: Package-Delivery Companies Hiring Staff, Gear Up Before Holiday Season (W)
Tech: Secretive Apple Tries to Open Up On Artificial Intelligence (W)

Cybersecurity
Instagram Says Hack That Targeted Celebrities Was Wider Than Thought (W)

Offbeat
Future Hurricanes Will Be Worse Than Harvey (B)
Houston Residents Return Home to Scary Reality: No Insurance Coverage (W)