wiar 06-20-18

Mary FanslauWhat I Am Reading

June 20 (Wednesday)

Markets
Trade War Starts to Ripple Through Global Markets (W)
U.S. Stock Bulls Refuse to Listen to the Warnings to Bail (B)

Credit & commodities
Bond Traders Get Ready for Yield-Curve Inversion as Soon as Next Week (B)
The Other Yield Curve Investors Should Watch as Trouble Mounts (W)
Italian bond yields find a floor after crisis (FT)
Commodities Slide as U.S.-China Spat Hits Soy to Steelmakers (B)
Oil Industry Tries to Take the Fracking Boom Global (W)

Central banks
Draghi Says ECB Could Restart Bond Buying-Program If Required (W)
Don’t Fight the Fed’s Balance Sheet Taper (W)
Countries Face the Tricky Task of Undoing Negative Interest Rates (W)

US
U.S. Housing Starts Rebound in May (W)

Europe
Merkel, Macron Unite on Europe’s Future (W)

US politics
Cuomo Threatens to Sue Trump Administration Over Family Separations (B)
US withdraws from UN Human Rights Council (FT)

Geopolitics & trade I
Trump Threatens New Tariffs on $200 Billion in China Imports (W)
China readies non-tariff weapons in US trade spat (FT)
Trump has a point about China’s technology abuses (FT)
Trade Fight With U.S. Complicates China’s Campaign to Contain Debt (W)

Geopolitics & trade II
Tariffs Start to Ripple Their Way Through U.S. Economy (W)
Caterpillar Becomes Trade-War Casualty Even With Record Profit (B)
Administration Working on Measures to Protect Farmers in Trade Fight (W)
Kim Jong Un Is Heading to China After His Summit With Trump (W)

Industries & companies
Autos: Ford and Volkswagen Discuss Developing Vehicles Together (W)
Industrials: GE Kicked Out of Dow, the Last 19th Century Member Removed (B)
Restaurants: Starbucks Pumps the Brakes in Its Home Market (B)

Corporate finance
KKR Explores Sale of $3.5 Billion European Telecom Operator (W)

Technology, cybersecurity, & data-privacy
Verizon, AT&T, Sprint to Cut Off Access to Data Providers (W)
The Future of Digital Marketing in a Data-Privacy World (W)
Should the U.S. Follow Europe in Imposing Stricter Data-Privacy Regulations? (W)
Online Ads That Follow You Around the Web Get New Scrutiny (W)
Advertisers Look to Voice Assistants as the Next Marketing Platform (W)

Offbeat
Florida Officials Approve Plan to Build Largest U.S. Mall (W)