wiar 02-21-18

Mary FanslauWhat I Am Reading

Feb 21 (Wednesday)

Markets
Fear’s Gone But Greed Hasn’t Materialized in U.S. Stock Options (B)
Is a 3% Treasury Yield Good News or Bad? For Now, Investors Say Good (W)
Market’s Red Line for Yields Isn’t Where Everyone Thinks It Is (B)
U.S. Floods the Market With $179 Billion of Debt in Just One Day (B)
Two ways to read Mrs Watanabe’s splurge on Japanese stocks (FT)

Central banks
How Japan’s Central Bank Policy Is Driving Speculation About Stimulus (B)

US
House Republicans Take First Step to Tackle Opioid Crisis (W)

Europe
‘Mini-Merkel’ joins Germany’s political big league (FT)

China
China’s tech darlings have a value problem (FT)

US politics
Trump Administration’s Deregulation Push Heads for Outer Space (W)

Geopolitics & cybersecurity
Russian Trolls Tweeted Disinformation Long Before U.S. Election (W)
Why Was Facebook So Easy to Hijack? (W)
North Korea Repositions Hacking Unit for Global Cyberattacks (W)
Lawmakers to Equifax: Extend Free Credit Protection Services (W)

Industries & companies
Consumer: Coca-Cola’s Game Plan: Reformulate and Expand (W)
Insurance: Reinsurers Hit by Catastrophe Losses, Rising Competition (W)
Retail: Walmart’s Catch-Up Game With Amazon Is Crushing Its Bottom Line (B)
Retail: Walmart’s Online Sales Come Under Pressure (W)
Retail: Gap Is Replacing CEO of Flagship Brand (W)
Wireless: Judge denies AT&T access to White House correspondence on Time Warner deal (R)

Corporate finance
Qualcomm Raises Bid for Chip Maker NXP to $44 Billion (W)
Albertsons Scoops Up Remainder of Rite Aid in Face of Online Threat (W)

Cryptocurrency
ETF Veteran Goes Crypto, Predicting Multitrillion-Dollar Market (B)

Offbeat
Household Debt Is Rising Quickly Around the Globe (W)