wiar 10-08-18

Mary FanslauWhat I Am Reading

October 08 (Monday)

Markets
Wall Street Earnings Season Gets Under Way With Profitability at Decade High (B)
All the Nightmares for Stock Investors Start in the Bond Market (B)
Rising Treasury Yields Could Batter Stocks (BR)
Yes, Junk Bonds Are Pricey. But a Bear Market Isn’t Near (BR)
Chinese Tech Shares Tumble on Spying Concerns (W)

Central banks
China slashes banks’ reserve requirements as trade war imperils growth (R)

Global
U.S. Economy Isn’t Bright Enough to Offset Global Growth Slowing (B)

US
Investment in Infrastructure Is Booming (W)
A top economy watcher believes a ‘potentially lethal combination’ could unleash inflation (C)

US politics
Brett Kavanaugh sworn in as Supreme Court justice after raucous debate, narrow Senate victory (C)
Trump Wins Big on Kavanaugh and Blasts Democratic ‘Mob’ (B)
Democrats’ advantage in recent polls may not bring the ‘blue wave’ they’re hoping for (C)
Why No One Cares about Trump’s Inheritance Scandal
Krugman: Trump and the Aristocracy of Fraud (N)

Geopolitics & trade
Trump’s trade deal bodes well for these companies — and their investors (MW)
Trump’s Tariffs on China Aren’t a Short-Term Strategy (W)
Exclusive: U.S. Commerce’s Ross eyes anti-China ‘poison pill’ for new trade deals (R)
Why China Is Growing More Belligerent (BR)
Japan’s Abe says would welcome Britain to TPP: FT (R)

Cybersecurity
Apple tells Congress it found no signs of hacking attack (R)
US Homeland Security says no reason to doubt firms’ China hack denials (C)

Industries & companies
Retail: Retailers Rush to Fill Holiday Hole Left by Toys ‘R’ Us (W)
Retail: Target Pushes New Brand of Consumer Staples (W)
Retail: Why Barnes & Noble Has Untapped Potential (BR)
Tech: Data-Center Gold Rush Boosts Eaton and Terex (BR)

Corporate finance & Wall Street
Elastic’s Soaring IPO Stretches Valuation to $4.9 Billion (B)
The Future of Fidelity (BR)