wiar 11-12-18

Mary FanslauWhat I Am Reading

November 12 (Monday)

Markets
This bull market may be just two weeks old (MW)
Stock-market investors wrestle with a glut of bearish signs as oil prices plunge (MW)
Things Could Get Worse for Corporate Bond Funds Before They Get Better (BR)
Saudi Arabia to ship less oil in December as it considers a coordinated output cut (C)

Central banks
Sessions’s ouster suggests Trump’s Fed fight is about to get uglier (WP)

US
As Tariffs Hit, Supply Chains Become a Hot Topic for Investors (BR)

China
Forget the trade war, China’s economy has other big problems (NN)
A Fifth of China’s Homes Are Empty. That’s 50 Million Apartments (B)
China’s trade expo logs nearly $58 billion of deals: state media (C)
What slowdown in China? Alibaba’s results reveal a record for opening minutes of Singles’ Day (MW)

US politics
U.S. on a Course to Spend More on Debt Than Defense (W)
Florida election recount underway, tensions rise (C)
Democrats to investigate whether Trump administration sought to punish AT&T, Amazon (C)
Impeaching Trump an Option Top Democrats Don’t Want to Touch (B)
Infrastructure, Impeachment Are Washington’s Hottest Topics, Says Pimco’s Cantrill (BR)

Geopolitics & trade
Trump, Macron agree on European defense after Trump’s ‘very insulting’ comment (C)
Macron: ‘Nationalism Is a Betrayal of Patriotism’ (B)
Calls for open trade to greet Pence as Trump skips Asia summit (C)

Industries & companies
Consumer: P&G, McDonald’s Power Dow Rebound as Investors Play Defense (W)
FANGs: Apple says some iPhone X and MacBook models have quality issues (C)
Media: At Netflix, Who Wins When It’s Hollywood vs. the Algorithm? (W)
Media: ‘Grinch’ Brings Holiday Cheer With Decisive Box-Office Victory (B)
Retail: With Retail Earnings on Tap, Investors Expect a Tale of Two Worlds (W)

Offbeat
Death toll climbs to 23 in California’s deadliest fire since 1991 (C)
Trump again threatens to take away federal funding for California wildfires over ‘gross mismanagement’ (MW)
Why “Qualified Opportunity Zones” May Be the Next Hot Thing in Investing (BR)