wiar 12-04-17

Mary FanslauWhat I Am Reading

Dec 04 (Monday)

Markets
U.S. Tax Changes Could Ripple Through Markets (W)
Overseas Investors (Finally) Join the U.S. Stock-Market Party (W)
Mutual Funds May Be Over Those Big FANG Names, Goldman Data Show (B)

Central banks
Will Fed Catch Digital-Currency Fever? (W)
Richmond Fed Said to Tap McKinsey’s Barkin as Its President (B)

US
A Major Risk of Tax Reform: Rising Inflation (BR)

Europe
France’s Republicans look to rebuild from the right (FT)

China
A $5 Billion Fund Manager Says Fears of China Are Overblown (B)

US politics
Senate Passes Tax-Cut Bill in Milestone Move Toward Overhaul (B)
‘Unbeatable’ Trump Hints at Wiggle Room on Corporate Taxes (B)
Passage of Senate Tax Bill Puts R&D Tax Credit in Doubt (W)
Senate Tax Revisions Mostly Favorable to Venture-Capital Firms (W)
How Tax Bill Emerged From a Late Night of Deal Making (W)

Geopolitics & cybersecurity
Rocket man extends a hand (E)
Banks Build Line of Defense for Doomsday Cyberattack (W)
Internet Must Have Security, Humanity, Apple CEO Tells China (B)

Industries & companies
Autos: Fiat Chrysler in Talks With Hyundai on Partnership (B)
Autos: As GM’s Sales Rise in China, So Do Its Risks (W)
Consumers: After a Banner Year, J&J Can Still Rise Further (BR)
Financials: Big six US banks add $170bn to trading firepower (FT)
Financials: Banks Still Have Room to Run (BR)
Media: Pixar’s ‘Coco’ Remains at Top for Second Week (W)
Media: Disney Re-Engages in Talks to Buy 21st Century Fox Assets (W)
Media: Fox revives talks on $50bn asset sale to Disney (FT)
Tec: Tech Giants’ Shadows Fall Over Promising Start-Ups (BR)

Corporate finance
CVS to Buy Aetna for $67.5 Billion, Remaking Health Care Sector (B)

Technology
“Aiera, Why Do You Like Amazon Shares?” (BR)
Bitcoin Storms Wall Street (BR)