wiar 01-13-20

MFwebsite2020researchWhat I Am Reading

January 13 (Monday)

Dow Industrials Pull Back After Crossing 29000 for First Time W
S&P 500 News: Bulls and Valuations at 2018 Meltdown Levels B
For Dividend Growth, Consider Health-Care and Tech Stocks BR
Defense Stocks Have Climbed on Mideast Tension. The Run Isn’t Over. BR
Trade deal and earnings season could shape the market’s next moves C
Oil Market News: How It Learned to Live With Middle East Tension B

Central banks
Fed’s 2014 ‘normalization’ debate sowed seeds for today’s hot labor market R
Japan Offers a Lesson on Inflation for the Fed W

Will There Be a Recession in 2020? Here’s what Barron’s Roundtable Panelists Say. BR
The Job Market Is Booming. But Not for Everyone. BR
Manufacturers Increase Perks to Get New Hires to Move W
Mnuchin Says Boeing Woes Could Lop a Half-Point from U.S. GDP B

US politics
Trump Impeachment: Pelosi Says McConnell Looks for ‘Cover-up’ B
Pelosi says Republicans will pay price for denying impeachment witnesses R
‘I’m spending all my money to get rid of Trump’: Michael Bloomberg R
Trump Aide ‘Concerned’ Russia May Be Trying to Undermine Biden B
Here’s what White House press secretary Stephanie Grisham has to say about not holding press briefings NN

Geopolitics & trade
Iran Faces Growing Criticism at Home, Abroad Over Downing of Ukrainian Plane W
‘Our enemy is here’: Iran protesters demand leaders quit after plane downed R
China’s U.S. trade deal commitments not changed in translation: Mnuchin R

Industries & companies
FAANGs: Apple Stock Has Soared. Should Investors Sell? BR
Financials: Bet on the Big Banks — and Bank of America BR
Pharma: High Drug Prices? Pharma Startup Thinks It Has the Right Medicine W
Technology: Inside Google’s Quest for Millions of Medical Records W

‘If We Stayed Outside We Would Have Died’: Australia’s Fires Devour Farms and Forests W

Daily Markets Overview