wiar 11-15-17

Mary FanslauWhat I Am Reading

Nov 15 (Wednesday)

Markets
‘Irrational Exuberance’ May Rule the Roost in Stock Markets (B)
A Late-Cycle Market Doesn’t Mean Sell Now, Morgan Stanley Says (B)
High-Yield Canary Isn’t Singing About Markets Doom (W)
Euro jumps after strong German growth data (FT)
No end in sight for passive boom, says investing pioneer (FT)

Central banks
Dallas Fed chief ‘actively considering’ December rate rise (FT)
White House Weighs El-Erian for Fed Vice Chairman (W)
Top Central Bankers Defend Stimulus Efforts (W)
Central bankers warn of limits to guidance (FT)

US
U.S. Producer Prices Rose in October (W)
Manufacturing Rides Rising Tide (W)
U.S. Household Debt Reaches New Record (W)

Japan
Japan Extends Growth Streak to Seven Consecutive Quarters (W)

China
China Throws Lifeline to Developers Hitting Record Wall of Debt (B)

US politics
Obamacare Noses Into the Tax Debate, Bringing Along Baggage (B)
Senate Tax Plan to Seek Repeal of ACA Individual Mandate (W)
Critics Hit GOP Tax Plan for Small Businesses, Partnerships (W)
Tax Bills Keep ‘1031 Exchange’ and Add Other Commercial Property Perks (W)
Cohn: ‘We’ve Got to Get Taxes Done This Year’ (W)
McConnell Considers Replacing Moore, Who Says #DitchMitch (B)
Sessions Says He Forgot About Russia Meeting But Didn’t Lie (B)

Geopolitics
Trump’s Trade Barbs Push Asian Nations Closer to China’s Orbit (B)
Forecasts for the New World Order of 2030 (B)

Industries & companies
Consumer: What a Combined Hasbro-Mattel Could Mean for Toys (W)
Energy: BMW Dumps Coal in Pledge for 100% Renewable Power (B)
FANGs: Google Pays to Put Search Back on Firefox Browser in U.S. (B)
FANGs: Cities Compete to Host Amazon (W)
Industrials: GE Shares Have a Second Bad Day (W)
Industrials: GE’s Market Cap Surpassed By Boeing for First Time Ever (W)
Retail: The Cause and Consequences of the Retail Apocalypse
Tech: Foxconn’s Profit Down 39% Amid iPhone Production Woes (W)