wiar 04-06-18

Mary FanslauWhat I Am Reading

Apr 06 (Friday)

Markets
Why Trump’s Tariffs Won’t Trigger a Bear Market (BR)
Bond Bears Renewing Attack on 3% May Find Ammo in Jobs Report (B)

US
U.S. Consumer Comfort Climbs to Fresh 17-Year High on Finances (B)
U.S. trade deficit rises to near nine-and-a-half-year high in February (R)
Dimon warns on risk of ‘drastic action’ by Fed (FT)

Geopolitics & trade
EU, Japan Join U.S. WTO Complaint Over China Tech (B)
China takes US to WTO over trade tariff plan (FT)
Tariff Showdown Shifts to Intense Negotiation Period (W)
The Big Risk of a Trade War: Inflation (W)
Despite New Tariffs, Aluminum Is Actually Cheaper (W)
Steeling the U.S. Economy for the Impacts of Tariffs (FRB-Dallas)

Industries & companies
FANGs: Trump says taking a serious look at policy options on Amazon (R)
FANGs: Trump’s anti-Amazon crusade could actually help the company (BI)
FANGs: Facebook’s Zuckerberg Says Lax Policy Was a ‘Huge Mistake’ (W)
Financials: Dimon Confident in Firm’s Tech, Despite ‘Very Smart’ Challengers (B)
Financials: The same 2 words keep coming up in Jamie Dimon’s annual letter (BI)
Financials: Wells Fargo Plans to Integrate Corporate, Investment Banks (W)
Industrials: Boeing may get slammed if Trump sets off a full-blown trade war with China (BI)
Retail: Walmart is unleashing 2 key weapons against Amazon in 700 stores (BI)

Corporate finance
Spotify’s Slump Raises Questions About Listing Process (W)
Sonos posted multiple legal job openings that look like it’s gearing up for an IPO (BI)

Technology & cybersecurity
Delta Says Several Hundred Thousand Customers Affected by Breach (B)