wiar 03-13-18

Mary FanslauWhat I Am Reading

Mar 13 (Tuesday)

Political turmoil won’t stop the markets from going higher: Wall Street veteran Yardeni (C)
Bond Market’s Most Feared Traders Threaten Treasuries Once Again (B)
The implications of passive investing for securities markets (BIS)

Le Pen’s rebranding of National Front hits criticism (FT)

US politics
Lawrence Kudlow Being Considered for Top White House Economic Post (W)
House Intelligence Panel Wraps Up Russia Probe Interviews (W)

Talks on Trade Set as Allies Push Back (W)
Trump Tariffs May Threaten U.S. Auto Jobs, European Executives Warn (W)
Nucor to Build New Florida Steel Mill as Domestic Producers Study Tariff Impact (W)

How Trump’s Disdain for the Iran Deal Makes a North Korea Pact Even Harder (NYT)
May accuses Russia over ‘reckless’ nerve agent attack (FT)

Industries & companies
Financials: Goldman Sachs Puts David Solomon in Line to Be Next CEO (W)
Industrials: Andrew Liveris to Step Down as DowDuPont’s Executive Chairman (NYT)

Corporate finance
CFIUS Suggests It May Soon Recommend Against Broadcom Bid for Qualcomm (W)
Why Intel Is So Wary of a Broadcom-Qualcomm Merger (W)
SoftBank Looks to Invade Wall Street’s Turf (NYT)
Dropbox IPO Target Valuation Set at $7 Billion to $8 Billion (W)
Apple to Acquire Magazine-Subscription Service Texture (W)

Payments are a-changin’ but cash still rules (BIS)

Lotto Tickets Are Nice, Boss, but Can I Have My Bonus? (NYT)