wiar 12-06-17

Mary FanslauWhat I Am Reading

Dec 06 (Wednesday)

Potential Winner from Tax Overhaul: Corporate Bonds (W)
Don’t Call It a Rotation. Here’s What Likely Happened With Tech (B)

US tech-focused ETF duo hit by $1.57bn outflows (FT)
ETF providers better bet than products they sell (FT)
Disrupt This! Innovation ETFs are storming the market (R)

Central banks
Senate Panel Advances Powell’s Nomination as Fed Chairman (W)

Export Growth Stalled in October, Potentially Dragging Down GDP (W)
U.S. Service Sector Remains Strong (W)
Want That House? You’d Better Pay in Cash (W)

Alibaba’s Jack Ma to U.S. Companies: Stop Whining About China (W)
The Underclass That Threatens Xi’s ‘China Dream’ (W)

US politics
After Tax Overhaul, GOP Will Pivot to Revamping Welfare (W)
Companies Push to Repeal AMT After Senate’s Last-Minute Move to Keep It Alive (W)
Chief Senate Tax Writers Prefer AMT Repeal (B)
Gundlach says ‘strange environment’ to be cutting U.S. corporate taxes (R)

Why the U.S. Considers Kim a ‘Rational Actor’ (W)

Industries & companies
FANGs: Google Changes Game Plan in India to Accommodate Soaring Demand (W)
FANGs: Google pulls YouTube from Amazon devices, escalating spat (R)
Shipping: UPS, Overwhelmed by Online Orders, Warns of Delivery Delays (W)
Tech: Nvidia Stands Out in Management Top 250 Rankings (W)

Corporate finance
Nestlé to buy vitamin maker Atrium for $2.3bn (FT)
Disney’s bid for Fox assets gains momentum: sources (R)

NYSE Owner Says ‘We May Be Stupid’ for Waiting on Bitcoin Futures (B)

The 250 Most Effectively Managed U.S. Companies (W)