wiar 11-14-18

Mary FanslauWhat I Am Reading

November 14 (Wednesday)

Yardeni Named in LinkedIn Top Voices 2018: Economy & Finance
Daily Markets Overview

Dow falls in wild session as Wall Street fails to recover from sharp losses (C)
Stock market charts point to more trouble ahead: Small-cap stocks close to ‘death cross’ (C)
If Trump and Democrats get serious about an infrastructure bill, these stocks should benefit (C)
Alarm Bells Ring in Markets as Nomura and Goldman Worry About Growth (B)

Commodities & credit
Oil markets struggle to find footing after 7 percent slump (R)
5 reasons oil prices are in a history-setting tailspin (MW)
Europe Is Ground Zero for Global Credit Fears (B)
Curve Inversion May Lead U.S. Banks to Tighten Lending Standards (B)

Better Family Policies Could Draw Millions of Workers Into Labor Force (W)

Japan econmin Motegi says economy recovering moderately (R)

US politics
White House economic advisors clash: Kudlow says Navarro’s China comments are ‘way off base’ (C)
Trump Weighs Replacing Kelly in White House Shake-Up (W)
A week later it’s clear the midterms did produce a blue wave (C)

Geopolitics & trade
China Trade Deal or New Cold War? (W)
EU’s Malmstrom assumes U.S. won’t slap autos tariffs during talks (R)

Industries & companies
FANGs: Amazon confirms Long Island City, N.Y., and Arlington County, Va., as its ‘HQ2’ selections; Nashville facility announced (MW)
FANGs: Amazon Is a Long Way From Settling Down in Chosen NYC Home (B)
FANGs: Amazon, Google Poised for Race to Hire High-Tech Talent (W)
Financials: Goldman’s Stock Decline Has Wall Street Wondering When It Ends (B)
Financials: UBS Says Markets Poised for a Positive 2019, But Risks Abound (B)
Retail: Starbucks to cut 5% of its corporate workforce (C)

Chinese tech giant Huawei plans to introduce ‘augmented reality’ glasses in next one or two years (C)
Smarter Cameras Are Poised to Transform Everyday Life (W)