wiar 03-07-18

Mary FanslauWhat I Am Reading

Mar 07 (Wednesday)

Markets
Trump Facing ‘Dow Vigilantes’ in Stock Market Verdict on Tariffs (B)
Keep Calm About U.S. Crisis And Invest in Stocks, Barclays Says (B)
Global trade tension troubles German stock market (FT)
Saudi Aramco Says Fears of `Peak Oil Demand’ Are Overblown (B)

Central banks
Fed Considering ‘Broad Revisions’ to Volcker Rule Compliance (W)
New Powers Come With Pressure for Europe’s Central Bank (W)

Global
Global Inflation Stalled in January (W)

US
How Are Laundry Machines and Roads Alike? They’re Infrastructure (W)

China
China Spends More on Domestic Security as Xi’s Powers Grow (W)
Beijing Wants Tech Darlings Like Alibaba and Tencent to List at Home (W)

Emerging
Emerging markets under pressure as debt mounts (FT)

US politics 
Can Democrats Ride a Blue Wave to Midterm Gains? (W)

Trade
Trump Says U.S. Has ‘No Choice’ But to Go Ahead With Tariffs (B)
Ryan Edges Back From Tariff Criticism, Seeks Targeted Plan (W)
Mnuchin: Tariffs Won’t Apply to Mexico, Canada if Nafta Is Reworked (W)
EU retort to Trump’s tariffs risks breaking WTO rules (FT)
Harley Braces for More Trump Trade Harm After His Pledge to Help (B)
Beijing’s aluminium cuts matter more for US producers (FT)

Geopolitics
North Korea Says It Is Open to Talks on Nuclear Weapons (W)
Trump Says North Korea Progress Possible, He’s Ready to ‘Go Hard’ (B)

Industries & companies
Consumer: P&G brand chief to ‘take back control’ from agencies (FT)
FAANGs: Amazon Prime Veteran Heads to Airbnb (W)
FAANGs: Amazon Squeezes Instacart in Whole Foods Delivery Push (B)
FAANGs: Netflix’s Subscriber Growth Momentum Trumps Cash Burn (for Now) (B)
FAANGs: Facebook turns to music to connect with users (FT)
Financials: Beware threat of risky debt and opaque shadow banks (FT)
Financials: Axa’s deal for XL highlights pressure on specialists (FT)
Media: Discovery, HGTV, Food Network Prep for a Skinny TV Bundle (W)

Corporate finance
CVS’s $44 Billion Bond Sale Tests Nervous Market (W)
U.S. Letter Reveals Why It Is Intervening in Broadcom’s Bid for Qualcomm (W)

Cybersecurity
The New ID Theft: Millions of Credit Applicants Who Don’t Exist (W)

Offbeat
JPMorgan Quants Develop Model for Socially Responsible Investing (B)