wiar 02-01-18

Mary FanslauWhat I Am Reading

Feb 01 (Thursday)

Markets
Should investors run for the exits or buy the dip? (CBS)
Is the Long Bull Market Run Nearly Over? (B)
Alan Greenspan says there are bubbles in both stocks and bonds (C)

Credit & commodities
U.S. Reaches Oil-Output Milestone Months Earlier Than Expected (B)
US Treasury to make larger government debt sales (FT)
The dollar exchange rate as a global risk factor: evidence from investment (BIS)

Central banks
Fed Stands Pat on Rates as Yellen Hands Off to Powell (W)
Inflation Debate Grips Fed as Yellen Exits: Decision-Day Guide (B)
The Outlook for the U.S. Economy in 2018 and Beyond (Dudley, FRB-NY)

US
U.S. Private Sector Added 234,000 Jobs in January (W)
Private-Sector Wages Help Drive Up Employment Costs in 2017 (W)
Employment Costs in U.S. Match Fastest 12-Month Gain Since 2008 (B)
Subprime US car lenders fall on bad debts (FT)

Europe
Euro-Area Inflation Slowdown Highlights ECB’s Uphill Battle (B)

Japan
A cautionary tale from an ageing Japan for China (FT)

Emerging
An indiscriminate approach to emerging Asia won’t pay (FT)

US infrastructure planning
The Odds of Fixing U.S. Infrastructure Just Got Better (B)
GOP congressman: Private funding should be a part of infrastructure plan (C)
A copy of Trump’s infrastructure plan just reportedly leaked — here’s what’s in it (C)

US politics
FBI Urges White House Not to Release Contested GOP Memo (W)
Rep. Trey Gowdy, GOP point man in the Hillary Clinton email investigation, will not seek re-election (C)
Forget Congress, FBI scandal proves we need term limits for federal workers (C)

Industries & companies
Airlines: Boeing Just Needs to Stay Out of Its Own Way (B)
Autos: VW Supplier to Face Criminal Case in Emissions Fraud (W)
FAANGs: Apple Faces Probes Over iPhone Battery Disclosure (W)
FAANGs: Facebook earnings: How will news feed changes impact revenue? (MW)
Health Care: Amazon halts healthcare rally on Wall Street (FT)
Health Care: Time to fight: What healthcare can learn from retail’s battles against Amazon (C)
Homebuilders: Homebuilders Just Had Their Nastiest Seven-Day Run in Two Years (B)
Media: Fox bets big on sports with $3.3bn NFL rights deal (FT)
Tech: Samsung Cashes In on Chips for Another Record Profit (W)

Corporate finance
Japan’s Fujifilm to Take Majority Control of Xerox (W)
How J.D. Power Was Acquired by a Chinese Company Shrouded in Mystery (W)

Technology & cryptocurrency
Quants Bring AI and Blockchain Together in One Fund (B)
Digital Coins Tumble in January Amid Facebook, Tether Concerns (B)
US regulator looks to calm cryptocurrency fears (FT)
SEC Halts Alleged Initial Coin Offering Scam (SEC)

Offbeat
Can Planet Earth Feed 10 Billion People? (Atlantic)
Monkey testing reveals the noxious air of German industry (FT)
The big mistake investors make once they hit that first $1 million: SKIING (MW)