wiar 10-29-18

Mary FanslauWhat I Am Reading

October 29 (Monday)

Fed needs to pause rate hikes to stabilize battered market, Ed Yardeni says (C)
Daily Markets Overview

Has the Bear Market Arrived? History Says Not (W)
Strong Earnings Haven’t Cured the Stock Market’s Blues (W)
Earnings, Schmernings: When the Value of the Numbers Declines (BR)
After a Slide in Chinese Stocks, Where to Look for Bargains (BR)
Emerging Stocks to Outperform U.S. Over Long Term, Federated’s DeVito Says (B)
The Case for MLPs and Energy Stocks (BR)

Central banks
BOJ to Maintain Policy Stance With Focus Growing on 10-Year Yield Range (B)

U.S. Economy Flashes Signs It’s Downhill From Here (W)

Countries Weigh Europe’s Digital-Tax Proposal (W)

What’s Really to Blame for China’s Slowdown (BR)
A Hard Landing for China Isn’t in the Cards (BR)

Far-right candidate Jair Bolsonaro wins Brazil’s presidential election (C)

US politics
Battle for Florida Senate Seat Is the Year’s Most Expensive Race (W)

Geopolitics & trade
China 2025 Plan Remains a Stumbling Block as Trump Meeting Looms (B)
China tariff effects started showing up in shipping data months ago (C)
Chinese Firms Snap Up U.S. Sites to Process Scrap (W)

Industries & companies
Autos: Tesla Faces Deepening Probe Over Whether It Misstated Production Figures (W)
Financials: Why Bank of America’s Conservative Approach Is Good for Its Shares (BR)
Retail: Sears’ ‘tragic’ bankruptcy turns to opportunity as US mall owners court new tenants (C)

Corporate finance
IBM Chases Amazon Into Cloud With $33 Billion Red Hat Purchase (B)