wiar 11-27-17

Mary FanslauWhat I Am Reading

Nov 27 (Monday)

Markets
Who’s Afraid of a Melt-Up? (BR)
Market Notches New Highs—and Inspires New Fears (BR)
Big Gains, Tiny Stocks (BR)
If They Build It, These Stocks Should Rally (BR)
A Bullish Case for Oil Prices (BR)

Global
OECD Special Feature: Complementary Indicators of Tax Revenues
As Global Governments Raise Taxes, U.S. Revenues Are Already Falling (W)

Central banks
What the Fed Really Might Fear: A Bear Market (BR)
Fed’s Plan for 2017 Nears Completion—but View for 2018 Is Fuzzy (W)
Here’s What the World’s Central Banks Really Think About Bitcoin (B)

US
The Economy Is Humming, but Businesses Aren’t Borrowing (W)

Europe
German politics: How to break the deadlock in Berlin (E)
‘Grand coalition’ best option, says conservative Merkel ally (FT)

Japan
Corporate Japan hit by severe labour shortages (FT)
Behind Abe’s Biggest Reform Win, Old Japan Inc. Culture Lives on (B)

China
Early China Indicators Signal That Economy Cooled in November (B)
China’s Top Bond Fund Says Rout May Worsen (B)
Chinese tech shares set for burst-bubble scenario (FT)
In search of women: A distorted sex ratio is playing havoc with marriage in China (E)

Emerging
How to Play Emerging Markets Now (BR)

US politics 
Congress Prepares for Year-End Legislative Sprint (W)
Tax Bill Target: Companies That Have Done Inversions (BR)
Inheritance tax: A hated tax but a fair one (E)
American taxes are unusually progressive. Government spending is not (E)
Trump backs Moore to ensure passage of tax reform (FT)
John Conyers to Step Aside as Top Democrat on House Judiciary Committee (W)

Industries & companies
Autos: Recalls Mount During Ford’s Reinvention Push (W)
Consumer: How Sweet It Is: Rising Sales Could Lift Mondelez (BR)
Retail: Black Friday Kicks Off, With Upbeat Shoppers and Fewer Discounts (W)
Retail: Inside the Wal-Mart vs. Amazon Battle Over Black Friday (W)
Tech: The Promise or Peril of the New Cloud Technology (BR)
Tech: Post-Whitman World Won’t Be a Picnic for HP Inc., HPE (BR)
Tech: Uber, Just Pretend You’re a Public Company (BR)
Wireless: Verizon Calling: Why Its Stock Looks Cheap (BR)

Corporate finance
Meredith Agrees to Buy Time Inc. for $1.85 Billion (W)
After the Buyback Binge (BR)
AT&T, Time Warner, Face Antitrust Concerns (BR)

Cryptocurrency
Bitcoin Euphoria Drives It Up $1,000 in Single Day (B)
Bitcoin Futures: Risky Business for Cboe, CME (BR)

Offbeat
Me, myself and iPhone: Teenagers are growing more anxious and depressed (E)