wiar 03-13-18

Mary FanslauWhat I Am Reading

Mar 13 (Tuesday)

Markets
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)

Europe
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)

Trade
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)

Geopolitics
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)

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

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