wiar 01-18-19

Mary FanslauWhat I Am Reading

January 18 (Friday)

Stocks rise after report says US considering easing China tariffs during negotiations (C)
Investors pulled a record $143 billion out of active funds during December’s plunge (C)
Midcap Stocks Try to Shed the ‘Orphaned Index’ Label (W)
The view from a long-standing stockmarket bear (E)

Central banks
Central bankers lack the weapons to fight the next big recession (NN)
Evans Says Fed Can Easily Be Patient and Assess Economic Outlook (B)
Fed’s Quarles Upbeat on U.S. Economy (W)
More BOJ Watchers See Kuroda Locked In to Policy for 2019 (B)

Inflation Is Nowhere in Sight (B)

US politics
Trump stops Pelosi’s trip to visit troops in Afghanistan right before plane was due to take off (C)
Trump Pulls U.S. Delegation Out of Davos Forum, Citing Shutdown (B)
Microsoft’s top lawyer says the government shutdown is ‘not good for business’ (C)
Cohen Hired IT Firm to Rig Early CNBC, Drudge Polls to Favor Trump (W)

Geopolitics & trade
U.S. Debates Lifting China Tariffs to Hasten Trade Deal (W)
Trump’s Trade War Forces Chinese Firms to Adapt or Die (B)
China Offers Iran $3 Billion Oil Deal (W)

Industries & companies
FAANGs: Shareholders are pressuring Amazon to stop selling facial recognition tech to the government (C)
Financials: American Express drops after missing Wall Street’s fourth-quarter expectations (C)
Financials: The major bank earnings reports are all in and Morgan Stanley was the biggest loser (C)
Media: Netflix Reports Paid Customers Rise on Strength Overseas (W)
Retail: Walmart abandons plans for video streaming service and will focus instead on Vudu (C)

Driverless Cars Tap the Brakes After Years of Hype (W)

Globalization in transition: The future of trade and value chains
Get Ready for the ‘Super Blood Wolf Moon’ (W)