wiar 07-07-18

Mary FanslauWhat I Am Reading

July 07 (Saturday)

Markets
The Selloff in Chinese Markets Isn’t Like 2015. It Looks Worse. (W)
This Metric Shows Emerging-Market Stocks Are Cheap, Cheap, Cheap (B)
Vanguard Isn’t Taking in as Much Money; Neither Is Anyone Else (B)

Central banks
Participation Rate Emerges as Fed’s Big Job-Market Mystery (B)
Analysis: June Jobs Report Offers Fed Officials Comfort With Current Rate Policy (W)
A Brief History of White House Officials Trying to Jawbone the Fed (W)

US I
The five most important numbers from the June jobs report (C)
The jobs ‘conundrum’ continues: ‘How are we not getting higher wages?’ (C)
How the higher unemployment rate is actually a good sign (P)
Here’s where the jobs are — in one chart (C)

US II
U.S. Trade Gap Narrowed 6.6% in May (W)
U.S. Soybean Exports Surged Last Quarter (W)
Where’s the Money? Up to Two-Thirds of U.S. Cash is Held Abroad (W)

US politics
Here’s where Mike Bloomberg will likely spend his $80 million to flip the House in the 2018 midterms (C)

Geopolitics & trade
U.S., China Dig In for Long Trade Fight as Tariffs Take Effect (W)
Trump Eyes Even Higher Tariffs While China Trade War Escalates (B)
In Trump’s trade battle, this next move could be the heavy artillery that hits global growth (C)
USTR Announces ‘Exclusion’ Process for Products Hit by U.S. Tariffs on China (W)
The U.S.-China Trade Relationship: A Dispute in Five Charts (B)

Industries & companies
FANGs: Amazon will print toy catalog to fill Toys ‘R’ Us void (P)
Health Care: Tech giants could finally win in health care because they’re sticking to what they know (C)
Retail: Stitch Fix just went on a two-day rally, adding more than half a billion in market cap (C)

Corporate finance
Silicon Valley company that automates ‘mundane’ tasks with robots gets nearly $2 billion valuation (C)
Disney’s Deal Playbook: Target a Company That’s Not for Sale (W)
Lawmakers Question KKR, Bain Capital Over Toys ‘R’ Us Failure (W)

Technology
Swiss bank digitally ‘clones’ chief economist (P)

Offbeat
Shaquille O’Neal on LeBron: ‘You must win at some point’ (C)
Mark Zuckerberg Tops Warren Buffett to Become the World’s Third-Richest Person (B)
‘Beryl’ Strengthens, Expected to Hit Caribbean as Hurricane (W)