wiar 01-30-18

Mary FanslauWhat I Am Reading

Jan 30 (Tuesday)

Markets
Global bond sell-off rattles markets (FT)
Global Bonds Swoon as Investors Bet on Inflation, Growth (W)
Vanguard warns of growing threat in ETF market (FT)
Demand for Electric-Vehicles Sees Firms Focus on Cobalt (W)

Dollar
Why Is the Dollar Weak? Because the Rest of the World Is Strong (W)
Macro Hedge Fund That Made 47% Says Dollar Isn’t Done Falling (B)

US
With Stocks Surging, Americans Are Saving at 12-Year Low (W)

US politics
House Panel Votes to Release Memo Alleging FBI Anti-Trump Abuses (B)

Geopolitics
China’s Xi Looks to Ally to Fix U.S. Relations (W)
Chinese Firm Announces U.S. Solar Plant (W)
It Matters Where Solar Panels Are Made (B)
North Korea, Under Sanctions Strain, Dials Back Military Exercises (W)
Washington says Nafta talks are moving too slowly (FT)
Canada, Mexico Reject Reworking Nafta Corporate Arbitration System (W)

Industries & companies
Consumer: Keurig to Acquire Dr Pepper Snapple in Largest Soft-Drink Deal Ever (W)
Defense: Defense Firms Want To Keep U.S. Tax Windfall (W)
Energy: Exxon to Spend $50 Billion in U.S. Over Next Five Years (W)
Financials: JPMorgan Names Two Co-Presidents as CEO Dimon Plans to Stay Five More Years (W)
Financials: MetLife: Pension Shortfall to Prompt Financial Revisions (W)
Financials: China’s Risk Crackdown Is Giving Giant Bank Stocks a Big Boost (B)
Media: ‘Star Wars’ Loses Momentum, Raising Concern for Disney (W)
Retail: Wal-Mart Tightens Delivery Windows for Suppliers (W)
Tech: Michael Dell Weighs Combining Tech Businesses Into One (B)

Corporate finance
Japan Boosts M&A War Chest With Record Bond Sales Abroad (B)

Cryptocurrency
Record Crypto Heist Raises the Appeal of a New Type of Exchange (B)
Japan’s Cryptocurrency Whiz Kid Faces $530 Million Reckoning (W)
One Million People Are Waiting in Line to Join Robinhood’s Crypto Trading (B)

Offbeat
Elon Musk Sells $5 Million in Flamethrowers to Fund Tunnel Plan (B)
How to Watch the Super Blue Blood Moon, a Once-in-a-Lifetime Event (B)
Do Chemotherapy’s Risks Outweigh Its Benefits? (W)
Grammy Awards Draw Lowest TV Audience Since 2009 (W)