wiar 01-29-18

Mary FanslauWhat I Am Reading

Jan 29 (Monday)

Markets
Why a Weaker Dollar Could End This Bull Market (BR)
An Investment Pro Who’s Seen It All Still Sees Upside for Stocks (BR)
The Universe At The Edge Of The Restaurant (Seeking Alpha)
The Ticking Time Bomb in the Municipal-Bond Market (BR)

Global
Bankers, Policy Makers at Davos Revel in ‘Sweet Spot’ Economy (B)
Every One of the World’s Big Economies Is Now Growing (N)

China
China Infrastructure Push Reaches Arctic, Further Isolating U.S. (B)

Emerging
How long can emerging market debt continue to shine? (FT)

US politics
Cuomo’s Protest of Federal Tax Law Has Resistance Upstate (W)
Casino Mogul Wynn Quits as Republican Finance Chairman (W)

Geopolitics
US Treasury to profile potential sanctions targets (FT)
President Trump Hints at Retaliation Against EU for Unfair Trade (W)

Industries & companies
Autos: Volkswagen Apologizes for Testing of Diesel Fumes on Monkeys (B)
Biotech: Biotech Ready to Bust Out (B)
Consumer: Hershey, Mondelez Eye Returns on Shift to Healthier Snacks (W)
FAANGs: How Amazon’s Ad Business Could Threaten Google and Facebook (W)
Financials: How Goldman Sachs Is Regaining Its Touch (BR)
Tech: Intel Told Chinese Firms of Chip Flaws Before Warning U.S. (W)

Corporate finance
Global dealmaking running at fastest clip since 2000 (FT)
Is This the Year Tech IPOs Stage a Comeback? (BR)

Technology & cryptocurrency
Microsoft and Google prepare for big leaps in quantum computing (FT)
Massive Cryptocurrency Heist Puts Spotlight on Exchange Security (B)