wiar 12-01-18

MFwebsite2020researchWhat I Am Reading

December 01 (Saturday)

Dow ends volatile November with more than 150-point rally on hopes of a US-China trade deal at G-20 (C)
Stocks Push Higher, but Outlook Across Market Dims (W)
Yes, Market Moves Are More Extreme. But It’s Not the Apocalypse (B)
Commodities Drop Looks Secular, Not Cyclical (B)

Treasurys Extend Rally, Pushing 10-Year Yield Back Toward 3% (W)
CLOs Set Record With Annual Sales Topping $124 Billion (B)

Central banks
Fed Jumps Off Predictable Path and Into a Policy Wilderness (B)

Italian Workers Feel the Pain as the Eurozone Economy Sputters (W)

China’s Worsening Economy Adds Pressure on Xi Heading to G-20 (B)
India’s Growth Slowed in Latest Quarter (W)

Geopolitics & trade
Trump-Xi trade talks could spark ‘explosion’ higher for stocks like Apple – or lead to a bear market (C)
Trump Sees ‘Good Signs’ Ahead of Saturday Dinner With China’s Xi (B)
As Lighthizer predicts Trump-Xi dinner ‘success,’ here’s what that outcome might look like (MW)
BRICS slam protectionism as China-U.S. spat overshadows G20 talks (R)
U.S., Canada, Mexico sign trade deal, Trump shrugs off Congress hurdle (R)
Steel and aluminum tariffs remain a headache despite Trump’s trade deal with Mexico and Canada (C)

Industries & companies
Consumer: One corner of the market is quietly making new highs (C)
Facebook: Facebook’s story on Sandberg and ongoing obsession with Soros keeps evolving — here’s the latest (C)
Health Care: The stock market’s best-performing sector in November also has a healthy future, strategists say (MW)
Industrials: In GE Probe, Ex-Staffers Say Insurance Risks Were Ignored (W)
Tech: Blowout earnings from Salesforce, Workday revive cloud rally and shake off concerns about economy (C)

Corporate finance
China to Allow UBS to Control Local Securities Business (W)

The huge Marriott hack started four years ago — investors should ask how the company missed it (C)
Marriott Hit by Starwood Hack That Ranks Among Biggest Ever (B)
Marriott breach: Here’s the risk of a compromised passport number (C)

Magnitude 7.0 Earthquake Rocks Anchorage (W)