wiar 12-10-18

Mary FanslauWhat I Am Reading

December 10 (Monday)

Dr. Ed’s latest video podcast
Daily Markets Overview

The Market’s Latest Problem: Hesitation to Buy the Dip (W)
A bruised stock market now looks to the Fed for relief (MW)

Central banks
Larry Kudlow Predicts Fed Could Rethink Rate Increases (W)

Subscriptions Are Remaking Corporate America (BR)
A new study shows 89 percent of millennials want to be homeowners—but this keeps them back (C)

Riots Resurface Across France, Piling Pressure on Macron (W)
Emmanuel Macron’s problems are more with presentation than policy (E)
Brexit redux? Lessons for the future from May’s deal (R)

China’s November export, import growth shrinks, showing weak demand (R)

US politics
John Kelly will depart White House by year’s end, ending fractious tenure as chief of staff (C)

Geopolitics & trade
U.S. says March 1 ‘hard deadline’ for trade deal with China (R)
Details Emerge in U.S.’s Trade Truce With China (W)
China Tries to Balance Huawei Arrest with Warmer Trade Ties (N)
China says Canada’s detention of Huawei exec is ‘vile in nature’ (C)

Industries & companies
FAANGs: Can Subscriptions Pull Apple Out of its Tailspin? (BR)
Industrials: Caterpillar Stock Looks Like a Buy Amid the Industrial Rubble (BR)

Corporate finance
Takeda’s acquisition of Shire is Japan’s biggest-ever foreign takeover (E)
Wall Street is expecting a two-year pause in big media and telecom deals after a crazy 2018 (C)