wiar 03-22-19

Mary FanslauWhat I Am Reading

March 22 (Friday)

Video: Dow, S&P 500 higher for the first time in three days (C)
Daily Markets Overview

Markets I
Dow rallies more than 200 points, biggest gain in a month as Apple surges (C)
Stock market’s fourth-quarter crash and comeback draws comparisons on Wall Street to ’87, ’95 (C)
Jeffrey Gundlach says Fed this week was ‘not reassuring’ and S&P 500 still in bear market (C)
There’s one reason why stocks are doing just fine despite worries about earnings and the economy (C)

Markets II
The Bond Market’s Blind Faith in a Do-Nothing Fed (W)
Opinion: The Fed’s total capitulation is a bad omen for the stock market (MW)
Scared of Stocks? Buy a House Instead (B)

Central banks
Beneath Fed’s positive spin, an embrace of a tepid future (R)
The Fed’s New ‘Normal’ Looks Worrisome (W)
A Central Banking Domino Effect Is in Motion (W)

A key recession indicator just did something that hasn’t happened in 12 years (C)

EU Considers Nine-Month Delay If Theresa May’s Deal Dies (B)

Geopolitics & trade
Trump wants China to ‘double or triple’ its offer to buy US goods in trade negotiations, sources say (C)
Trump Signals U.S. to Keep Tariffs on China After Deal (W)
Trump Supports Israeli Sovereignty Over Golan Heights (W)

Industries & companies
Airlines: Boeing’s 737 Max could single-handedly hit US GDP if production is halted, JP Morgan says (C)
FAANGs: Facebook employees had access to millions of user passwords (C)
FAANGs: Netflix’s Growth Helps Streaming Eclipse Cable Subscriptions (B)
Industrials: GM Is Plotting an Electric Investment in Feud With Trump (B)
Media: Comcast has a new streaming box for cord cutters that you can get for $5 per month (C)
Pharma: Biogen Shares Skid After Company Ends Alzheimer’s Trials (W)
Retail: Nike is about to report earnings. Here’s everything you need to know (C)
Retail: Walmart Builds a Secret Weapon to Battle Amazon for Retail’s Future (W)

What AI Is Still Far From Figuring Out (W)