wiar 03-05-18

Mary FanslauWhat I Am Reading

Mar 05 (Monday)

Markets
Dow Drops 3% for the Week—and It Isn’t Just Tariffs (BR)
Why High-Yield Bonds Could Be Mispriced (BR)

Central banks
Fed officials voice concern about Trump tariffs (FT)

US
The Housing Market’s Rebound Is Far From Over (BR)

Europe
Merkel wins backing for grand coalition (FT)
Angela Merkel’s Real Work Is Starting Now in Her Fourth Term (B)
Merkel’s Fourth Term Likely to Be Her Last (W)
Italy goes to the polls with bleak electoral prospects (E)

China
What a Longer Xi Reign May Mean for Investors (BR)
How the West got China wrong (E)
Marriott Employee Roy Jones Hit ‘Like.’ Then China Got Mad (W)

US politics
Trump’s Proposed Tariffs Risk Hobbling Infrastructure Plan (W)

Geopolitics
What you need to know about the Trump steel tariffs (FT)
Trump Adviser Sees No Tariff Exclusions as U.S. Allies Protest (B)
Europe Fears Return of Steel Glut as U.S. Imposes Tariffs (W)
China, U.S. Officials Will Reconvene Talks on Trade Disputes (W)

Industries & companies
Autos: How China’s Geely Turned a Disassembled Mercedes Into a Global Car Company (W)
Manufacturing: Optimism for Manufacturers Upended With Trump’s Tariff Pledge (W)
Retail: Finding the Bargain Stocks Among Department Stores (BR)
Wireless: For Ericsson and Nokia, 5G Can’t Deploy Fast Enough (BR)

Corporate finance
Axa in Advanced Talks to Buy U.S. Insurer XL Group (B)
Siemens Plans Healthineers IPO Valuing Unit at About $38 Billion (B)

Cryptocurrency
Crypto Investing Comes With a Big Risk: The Exchanges (W)

Offbeat
Your Location Data Is Being Sold—Often Without Your Knowledge (W)