wiar 12-11-17

Mary FanslauWhat I Am Reading

Dec 11 (Monday)

Markets
Outlook 2018: The Bull Market’s Next Act (BR)
Our 10 Favorite Stocks for 2018 (BR)
Bitcoin Futures Trading Opening Brings Crypto to Wall Street (B)
Bank of Japan’s $150 Billion ETF Binge Looks Likely to Slow Next Year (B)
Key to Trigger Market ‘Inflection’ Is a 1% Real Fed Rate, JPMorgan Says (B)

Credit & commodities
BlackRock Is Buying the Bonds Most at Risk From Added Fed Hikes (B)
Electric-Vehicle Bulls Shake Up Metals Markets (W)

Central banks
Investors Told to Brace for Steepest Rate Hikes Since 2006 (B)
A Fed Rate Increase Is Expected. But What Comes Next? (N)

Europe
Merkel allies dismiss ‘United States of Europe’ call (FT)

China
Small Banks, Big Worry (B)
World’s Largest Water Diversion Plan Won’t Quench China’s Thirst (B)

Emerging
EM Rally Could Party On (BR)

US politics
U.S. Sets January Push for $1 Trillion Infrastructure Revamp (W)
Senate Bill’s Marginal Tax Rates Could Top 100% for Some (W)
Wall Street lobbies against measure hitting high-tax states (FT)
Obamacare’s Individual Mandate: On Its Way Out, or Already Gone? (W)
Why Alabama Race is Moore’s to Lose (W)
Franken’s fall is good news for Big Tech (FT)

Geopolitics
China Is ‘Not Optimistic’ About North Korea’s Standoff With the U.S. (B)

Industries & companies
FANGs: How Amazon Picks Its Seemingly Random Deals of the Day (W)
FANGs: Jony Ive Returns to Apple to Oversee Design Teams (W)
Financials: J.P. Morgan Chase’s Sapphire Reserve Card Gets a New Chief (W)
Pharma: US drugmaker raises price of vitamins by 800% (FT)

Corporate finance
Disney Deal for Fox Would End Era of the ‘Big Six’ Studios (W)
Will Media Deal Making Dethrone Netflix? (W)
Hospital Giants in Talks to Create U.S.’s Largest Operator (W)
CVS and Aetna: Will It Work? (BR)
Apple Close to Buying Shazam to Boost Music Business (W)

Technology
Meet Your New Boss: An Algorithm (W)
Google leads in the race to dominate artificial intelligence (E)
Rio Tinto puts its faith in driverless trucks, trains and drilling rigs (E)

Offbeat
The plastics suffocating life within our oceans (FT)
A 6-year-old boy is making $11 million a year on YouTube reviewing toys (BI)