wiar 02-16-18

Mary FanslauWhat I Am Reading

Feb 16 (Friday)

Markets
Stocks Are Moving in Tandem. That Can Be Scary (W)
Worries over exotic exchange traded funds deepen (FT)
The Rise of Private Assets Is Built on a Mountain of New Debt (W)
Stock Picking Is a Lost Art in Japan (B)
No need for yen intervention, says Japan finance chief (FT)
Higher Rates Suddenly Fit Bull Case on Stocks (B)

US
U.S. Producer Prices Returned to Upward Path in January (W)
U.S. Factory Output Flat Again in January (W)
Bad News for Buyers: U.S. Mortgage Rates Hit Highest Since 2014 (B)

Europe
France’s Unemployment Rate Drops Sharply (W)

Emerging
China Holdings of U.S. Debt Rose in 2017 by Most in Seven Years (B)
SEC Kills Chinese-Linked Takeover of Chicago Stock Exchange (B)
EM inflation threatens local currency debt investors (FT)

US politics
White House Adviser Cohn Downplays Concerns Over Rising Inflation, Bond Yields (W)
Trump Signs Bill Revoking Obama-Era Gun Checks for People With Mental Illnesses (NBC)

Geopolitics
White House Blames Russia For Massive 2017 Cyberattack (W)

Industries & companies
Consumer: Nestlé Sales Growth Weakens to Slowest in Decades (W)
FAANGs: Critics Call Google Ad Blocker Biased (W)
Financials: Standard Life Aberdeen loses its biggest client (FT)
Industrials: There’s a Boom in Airline Travel, and Jet Makers Are Making the Most of It (W)
Media: Amazon, YouTube, Twitter Are Exploring Bids for NFL Rights (B)

Offbeat
Bitcoin Surges Back Above $10,000 (W)