wiar 01-26-19

Mary FanslauWhat I Am Reading

January 26 (Saturday)

Markets
Dow gains for fifth straight week after deal reached to temporarily reopen government (C)
U.S. Stocks in No-Man’s Land After the First Sideways Week of 2019 (B)
Apple, Microsoft and Amazon could drive the market in the next wave of earnings (C)
Why upbeat investors are counting on the ‘Powell put,’ the ‘Trump put’ and the ‘Xi put’ (MW)
Emerging markets brought the bears, now they have the bulls (R)

Central banks I
Fed Weighs Earlier End to Bond Portfolio Runoff (W)
Central bank policy tightening: damned if they do, damned if they don’t (R)
ECB Can Sound More Confident in Economy by Cutting Its Forecasts (B)

Central banks II
Kudlow: White House Seeks Fed Nominees Who Understand Shift on Growth, Inflation (W)
Why the Fed should be worried about deflation (NN)
Everything You Need To Know About Modern Monetary Theory (WP)

US
U.S. economy lost at least $6 billion to government shutdown: S&P (R)
Los Angeles and Other Cities Stash Money to Prepare for a Recession (W)
Millennials are ‘delusional’ about how rich they’re going to be (MW)

China
China’s slowing economy will make it harder for its companies to pay debts, ratings agencies say (C)
China can no longer rely on real estate for growth. It’s now turning to railways and more debt (C)
Chinese Cars Are Still Cheap. But They’re No Longer Ugly. (W)

Emerging
Business leaders in Davos ‘don’t care’ if Brazil’s Bolsonaro is a populist — it’s all about economic reform (C)

US politics
Senate votes to temporarily reopen government after longest shutdown in US history (C)
Trump Bows to Democrats, Temporarily Ends Shutdown Without Wall (B)
Beyond the Shutdown: The Trump-Pelosi Dynamic Defines Washington (W)
U.S. government shutdown gives banks rare public relations opportunity (R)

Geopolitics & trade
Opinion: Trump has the chance of wiping out the U.S. trade deficit with China (MW)
Major Carrier Halts Huawei Purchases Amid Security Fears (W)

Industries & companies
Airlines: Air traffic controller shortage delays flights at several major US airports (C)
FAANGs: Apple shares rally, erasing the losses from the company’s revenue warning earlier this month (C)
Industrials: GE Reworks Deal to Raise More Cash for Itself (W)

Corporate finance
IPO Hopes Trigger Scramble for Shares of Top Unicorns (W)

Technology
Zuckerberg Plans to Integrate WhatsApp, Instagram and Facebook Messenger (N)

Offbeat
Tax Filing Season Is Starting, but It May Not Go Smoothly (N)