wiar 04-13-18

Mary FanslauWhat I Am Reading

Apr 13 (Friday)

Ed Yardeni on the markets and Trump (Yahoo Finance video)
Book Review of Dr. Ed’s New Book (Seeking Alpha)
Daily Markets Overview

Why earnings may not be the rescue stock investors are hoping for (MW)
Next Up: The Forgotten Earnings Season (W)
Earnings Season Usually Means the Biggest Stock Gains (B)
What Happened to the Oil Glut? (W)
The Weakening of the US Dollar (FRB-SL)

Central banks
The Yield Curve Is Sending a Message About the Fed (B)
ECB Worried About Trade Wars, Euro’s Strength at March Meeting (W)

IMF Global Financial Stability Report (IMF)
US-China tensions hitting global growth, says WTO (FT)

Millennials are the largest generation in the U.S. labor force (Pew)
Homes with multigenerational family members are a growing trend (WP)
Powerful Forces Seen Restraining U.S. Pay Growth (W)

US politics
Changes to Social Safety Net Less Likely Without Ryan (W)
Mulvaney Backs Turning CFPB Into Bipartisan Commission (W)

Geopolitics & trade
Trump Tells Advisers to Study Rejoining Pacific Trade Pact (W)
Trump Adviser Hopes to Avoid U.S.-China Trade War (W)
Silicon Valley Powered American Tech Dominance—Now It Has a Challenger (W)
Study Shows Big Benefits to Chinese Companies From Joint Ventures with U.S. Firms (W)
China Parades Its Military Might in Disputed Waters (W)

Industries & companies
Biotech: How Big Biotech Can Win Back Investors (W)
FANGs: Facebook Doesn’t Expect Privacy Concerns to Hurt Revenue (W)
FANGs: ‘We’ll get back to you’: questions Zuckerberg dodged (FT)
Tech: Amazon’s Rivals Fear They Will Lose Out on Pentagon’s Cloud-Computing Contract (W)

Two-thirds of tweeted links to popular websites are posted by automated accounts (Pew)
Banks Refusing Gun Industry Business Is ‘Troubling,’ Says CFPB Chief (B)