wiar 05-21-18

Mary FanslauWhat I Am Reading

May 21 (Monday)

Markets
Oil bulls walk fine line as $80 crude hits demand (FT)
Beyond the Dollar Everything’s ‘Just Noise’ for Emerging Markets (B)
Treasurys Pay More Than Debt From Other Developed Nations (W)

Global
Global Debt Is Heading Toward Dangerous Levels, Again (BR)

US
Split in Goods and Services Inflation Underscores Fed’s Challenge (W)
U.S. Workers: Stuck on the Debt Treadmill (BR)

Europe
Italy’s Biggest Problem: The Euro (BR)
France fires EU budget warning to Italian populists (FT)

US politics
How Larry Kudlow Adapts to Trump Economic Policy (BR)
How the Trump administration is reshaping Medicaid (E)

Trade
U.S. Puts ‘Trade War’ Against China on Hold, Mnuchin Says (B)
Treasury, USTR Send Mixed Messages Over China Tariffs (W)
U.S.-China Trade Truce May Be Fleeting Absent Serious Reform (B)
China stops short of accepting US trade demands (FT)
Trump Focused on Good Nafta Deal, Not Deadlines, Mnuchin Says (B)

Geopolitics
North Korea reminds the world why past peace talks have failed (E)
U.S. Bows to Seoul’s Request to Scrap Military Exercise (W)

Industries & companies
Consumer: Why Coke, PepsiCo, and P&G Look Like Bargains (BR)
Financials: Investment banks line up rebound in revenues (FT)
Financials: Main Street Banks Feel Squeezed by New Lending Rivals (W)
Media: Roku Shares: A Bet on the Channel Guide to TV’s Future (BR)
Media: ‘Deadpool 2’ Surges to No. 1 at Box Office (W)

Technology
The AI Doctor Will See You Now (W)