wiar 01-13-18

Mary FanslauWhat I Am Reading

Jan 13 (Saturday)

Markets
Tax Reform to Fuel Rotation to Stocks, JPMorgan’s Kolanovic Says (B)
What’s Missing from This Potential Bond Bear Market (W)
For Bond Investors, Low Expectations in a Low-Yield World (N)

US
Inflation Ends Year on a Stronger Note (W)
Finally, a Clearer Picture on Inflation (W)
U.S. Retail Sales End 2017 on Solid Footing (W)

Europe
German political optimism lifts euro to 3-year high (FT)
Merkel hails ‘new dawn’ as she unveils coalition deal (FT)

China
China Reports Biggest-Ever Annual Trade Surplus With U.S. (W)
Delta, Zara and Medtronic Join Marriott in Beijing’s Doghouse After Location Gaffes (W)

US politics
Supreme Court to Consider Internet Sales Tax Collection (W)
Rep. McSally Joins Race for Arizona Senate Seat (W)

Industries & companies
Autos: Auto Makers, in a Blast From the Past, Retool Iconic Trucks (W)
FAANGs: The End of the Social News Era? (N)
Financials: Banks Are Upbeat as New Tax Law Muddies Earnings (W)
Financials: Big Banks Now Need to Figure Out How to Divvy Up Their Tax Windfall (B)
Financials: JPMorgan and Wells promise to share US tax cuts (FT)
Financials: Goldman Sachs Likely to Join JPMorgan in Taking a Loss Linked to South African Retailer (B)
Media: Disney Says Sandberg, Dorsey Won’t Seek Board Re-Election (W)

Technology
G.M. Says Its Driverless Car Could Be in Fleets by Next Year (N)

Cryptocurrency
Bitcoin investors struggle to cash out new fortunes (FT)

Offbeat
World Bank Unfairly Influenced Its Own Competitiveness Rankings (W)
This Flu Season Is Severe, and Far From Over (W)
Bezos to Grant $33 Million in College Scholarships for DACA Students (W)
Why are so many Americans crowdfunding their healthcare? (FT)