wiar 07-02-18

Mary FanslauWhat I Am Reading

July 02 (Monday)

Markets
Halfway through, 2018 delivers little to S&P 500 investors (R)
Investors look to the second half of 2018 expecting growth—amid rising uncertainties (MW)
Why the Bull Market Could End in 2020 (BR)

Credit & commodities
U.S. dollar share of global currency reserves fall further: IMF (R)
Iran urges OPEC members to refrain from unilateral actions (C)

Central banks
Federal Reserve’s Eric Rosengren Discusses Economic Outlook and Risks (W)
Germany’s Weidmann says next ECB boss must be able to tighten money taps (R)

Emerging
Mexico’s presidential election: Investors need to know these key factors (MW)

Geopolitics & trade
Trump ‘not happy’ with NAFTA, says he wants to wait until after the midterms to sign a new deal (C)
Retaliation for US tariffs begins with Canada on Sunday–and take aim at ketchup, whiskey and soup (C)
Trump says threat of auto tariffs is biggest weapon in trade disputes (MW)
G.M. Says New Wave of Trump Tariffs Could Force U.S. Job Cuts (N)
U.S. has plan to dismantle North Korea nuclear program within a year: Bolton (R)

Industries & companies
Autos: Tesla hits Model 3 manufacturing milestone (R)
FANGs: Amazon’s PillPack Deal Gives It Access to Sensitive Health Data (W)
FANGs: Why Amazon Needs to Do Everything (W)
FANGs: Facebook gave preferential treatment to 61 companies after restricting user data back in 2015 (C)
Tech: Big Tech: You Want the Good News or the Bad News? (BR)

Offbeat
Go Home Already! South Korea Pulls the Plug on Overworked Desk Warriors (W)
Can Smart Earbuds Instantly Translate Foreign Speech? (W)