wiar 10-16-17

Mary FanslauWhat I Am Reading

Oct 16 (Monday)

Markets
Black Monday 2.0: The Next Machine-Driven Meltdown (BR)
Who Says This Stock Market Is Overpriced? (BR)
The Coming Renaissance of Macro Investing (BR)
Rethinking Junk Bonds (BR)

Funds
Barbarians Open Their Gates: Blackstone Seeks Retail Cash (W)

Central banks
Central Bankers Say Weak Inflation Could Prolong Monetary Stimulus (W)
Yellen: Gradual Rate Increases Should Help Growth (W) | Speech
Yellen Calls Inflation the ‘Biggest Surprise’ in the Economy (B)
Kuroda: Bank of Japan Will Keep Pursuing Aggressive Easing (W)
China’s Central Bank Chief Warns Corporate Debt Is Too High (B)
China Central Bank’s Zhou Calls for Clarity in Public Finances (W)

US
The Not-So-Retiring Labor Force (BR)

Europe
Conservatives’ Loss in German State Election Is Blow to Merkel (W)
Austrians Lean Toward Nationalist Government Led by a Millennial (B)

China
China’s Impact on Global Markets is About to Get Much Bigger (B)
Xi Jinping has more clout than Donald Trump. The world should be wary (E)

Emerging
Emerging Markets Will Be Key Drivers of Global Growth (BR)

US politics
Congress to Tackle Health Care Again (W)

Geopolitics
Tillerson Pledges Diplomacy With North Korea ‘Until the First Bomb Drops’ (B)
Nafta Demise Emerges as a New Risk for Investors (W)
U.S. Officials Back Trump’s Stance on Iran (W)
U.S. Presses for Changes in IMF, World Bank Policies (W)

Industries & companies
FANGs: Amazon Bookstores Offer Peek Into Whole Foods’ Future (W)
Finanicals: Big Banks Lifted by Buybacks and Earnings (BR)
Financials: PayPal’s Market Value Eclipses AmEx, Nears Morgan Stanley (W)
Tech: UberEats on track to surpass $3bn in sales (FT)

Technology
China seeks dominance of global AI industry (FT)
Your Next Home Could Run on Batteries (W)