wiar 01-22-18

Mary FanslauWhat I Am Reading

Jan 22 (Monday)

Markets
Sell in January? Why Treasurys Fall in Winter (W)
Euro, Yen Tell Two Different Tales of Negative Rates (W)
Frackers Could Make Real Money in 2018, If They Don’t Blow It (W)

US
Raises and Bonuses Are About Economics, Not Politics (W)

Europe
Germany’s SPD Backs Merkel Coalition Talks After Divisive Vote (B)
Breakthrough in push for new German government (FT)
No-Deal Brexit Could Cause Finance Chaos, Industry Group Warns (B)

US politics
What the Shutdown Says About Politics in 2018 (W)
An Investor’s Guide to the Shutdown (BR)
Big Techs Struggle to Spend Tax Cut Windfalls (BR)

Industries & companies
FANGs: Amazon’s Cashierless Convenience Store Set to Open (W)
Financials: US banks suffer 20% jump in credit card losses (FT)
Retail: Now Is the Perfect Time to Go Big on Retail, One New York Developer Says (W)
Retail: Retailers Still See Glut of Stores Despite Holiday Sales Rebound (B)
Tech: How to tame the tech titans (E)

Corporate finance
Sanofi Nears Deal to Buy Bioverativ for More Than $11.5 Billion (W)
Toshiba considers IPO of $18bn memory chip business (FT)
Icahn, Deason Push for Xerox to Explore Sale (W)

Technology
The era of the cloud’s total dominance is drawing to a close (E)
Great cloud of China (E)
The crypto sun sets in the East (E)

Offbeat
World Inequality Grows Amid Glut of New Billionaires, Oxfam Says (B)
FX Traders Do $100 Million Deals on Mobile Phones (B)
China, Unhampered by Rules, Races Ahead in Gene-Editing Trials (W)