October 30 (Wednesday) Markets Stocks Edge Lower as Investors Parse Earnings Reports (W) Worst Isn’t Over for China Sovereign Bonds as Supply Surge Looms (B) Central banks Fed’s Powell Faces Tightrope Act Framing Potential Pause on Rate Cuts (W) Europe Britain set for December 12 election to break the Brexit deadlock (R) Beyond Brexit: U.K. Political Risks Get Even More Complex (W) China China pushes back against criticism of its Belt and Road lending (R) US politics House Democrats release resolution outlining impeachment probe process (C) As Trump adviser testifies, House Democrats ready impeachment rules (R) Senator Asks Whether Biden Probe Was Linked to China Trade Talks (W) Rubio vows bill to prevent federal pension fund from investing in China (R) Wall Street is way too paranoid about a President Elizabeth Warren (MW) Geopolitics & trade China warns U.S. criticism at U.N. over Xinjiang not ‘helpful’ for trade talks (R) Exclusive: U.S.-China trade deal might not be ready for signing in Chile: U.S. official (R) Industries & companies Aerospace: In brutal Senate hearing, Boeing admits its safety assessments of 737 Max fell short (C) Aerospace: Boeing CEO accused of telling ‘half-truths’ in 737 MAX hearing (R) Consumer: J&J says new tests find no asbestos in same baby powder bottle that sparked recall (R) Media: WarnerMedia’s HBO Max will launch for $14.99 a month in May 2020 (C) Corporate finance Nestle to Weigh $1 Billion Sale of Local Chinese Brands (B) Fiat Chrysler, Peugeot Owner in Talks to Combine (W) Aramco To Launch IPO Process Nov. 3, List Shares in December (W) Beyond Meat shares plunge more than 20% despite solid results as insiders rush for the exits (C) Offbeat How PG&E’s Aging Equipment Puts California at Risk (W) The NCAA will allow athletes to profit from their name, image and likeness in a major shift for the organization (C)
wiar 10-29-19
October 29 (Tuesday) Markets S&P 500 hits fresh all-time high, boosted by strong earnings and US-China trade progress (C) After new record, these are the stocks Wall Street thinks will lead the next market leg higher (C) Cracks in China Bonds Have Traders Watching $35 Billion Maturity (B) Risk-Shy Investors Aren’t Hoarding as Much Cash as You Might Think (W) Falling Rates Boost Mortgage Market to Precrisis Levels (W) US Housing Highlights Promises, Limits of Fed’s ‘Insurance’ Rate Cuts (W) Even in Strong Economy, Most Families Don’t Have Enough Emergency Savings (N) Europe Johnson Loses Bid for Early Election but Takes New Tack to Get One (W) US politics Trump administration eases risks for banks on false lending claims (C) House Democrats set vote on impeachment procedure amid Republican criticism (C) Trump and Democratic rivals love to rip Big Tech companies – but their campaigns still pay them millions (C) Here’s How Elizabeth Warren Could Pay for Medicare for All (W) Geopolitics & trade Trump: ‘ahead of schedule’ on China trade deal (R) U.S. may extend tariff suspensions on $34 billion in Chinese goods (R) China Investors Keep Making Deals in Silicon Valley Amid Pushback (W) Industries & companies Aerospace: Boeing CEO to Tell Senate ‘We Made Mistakes’ in 737 Max Jet (B) Consumer: Juul to Cut About 500 Jobs (W) Consumer: Vitamin-Based Vaping Products Proliferate Online (W) FAANGs: Alphabet Earnings Dented by Spending on Cloud Business (B) FAANGs: Apple Bets on New $249 AirPods Pro Amid Weak iPhone Sales (W) FAANGs: Amazon could challenge loss of $10 billion Pentagon cloud deal as early as next week (R) Financials: HSBC to ‘Remodel’ After Fall in Third-Quarter Profit (W) Retail: ’Tis the Season for Surge Robots as Holiday Hiring Finds Automation (W) Corporate finance Tesla’s Elon Musk knew SolarCity faced a ‘liquidity crisis’ at time of 2016 deal, legal documents show (C)
wiar 10-28-19
October 28 (Monday) Markets The Fed and Apple earnings will make or break market’s return to record highs in the week ahead (C) What an Elizabeth Warren presidency would mean for stocks (C) Big Money Poll: Bears Rise to a Two-Decade-Plus High (BR) C.E.O.s Are Anxious About the Economy. That’s Bad for Stocks. (N) QE or Not, World’s Most Elite Bond Club Is Getting Its Mojo Back (B) Central banks Opinion: The Federal Reserve is in stealth intervention mode (MW) Lagarde will take ECB out of ivory tower: De Guindos in El Pais (R) BOJ Former Governor Says ‘Japanification’ Policy Trend Misguided (B) US U.S. Factory Slump Shows Manufacturing Isn’t the Bellwether It Used to Be (W) Europe EU Proposes Brexit Extension to Jan. 31 Ahead of Envoy Talks (B) Germany Budget Surplus to Reach Billions in 2019: Handelsblatt (B) Emerging Time to Get Picky in Emerging Markets in Grip of Political Risks (B) US politics Trump told Mattis to ‘screw Amazon’ out of $10 billion Pentagon cloud contract, insider account claims (C) Geopolitics & trade China Woos U.S. and Other Foreign Companies as Trade War Takes Toll (W) Trump wants to make a deal with Exxon or others to tap Syrian oil: ‘We should be able to take some’ (C) Trump confirms ISIS leader Baghdadi is dead after US raid in Syria — ‘He died like a coward’ (C) Trump Moves Closer to Ending Another Post-Cold War Treaty (W) Industries & companies Autos: GM Labor Deal Could Be Costly to Detroit Rivals (W) FAANGs: Google Offers Peek at Secretive Search Algorithm Changes (W) Media: AT&T, Disney and Comcast have very different plans for the streaming wars — here’s what they’re doing and why (C) Retail: H&M CEO Sees ‘Terrible’ Fallout as Consumer Shaming Spreads (B) Tech: Microsoft’s Challenge of Amazon in the Cloud Gains Force (W) Tech: A Troubling Message From Tech (BR) Corporate finance Tiffany Receives LVMH Takeover Bid of About $120 a Share (W) SoftBank is turning to its Sprint leaders to bail out WeWork—they’ll need to do better this time (C) Technology SpaceX wants to land Starship on the moon within three years, president says, with people soon after (C) MIT Scientists Say They Found a New Way to Scrub Atmospheric CO2 Offbeat Northern California Wildfire Grows Overnight, Forcing Evacuations (W) PG&E Power Lines Remain Risky to California, Even During Blackouts (W) We May Not Have to Age So Fast (W)
wiar 10-26-19
October 26 (Saturday) Markets S&P 500 Flirts With Record Levels (W) The Rumbling Sound in U.S. Stocks Is the Return of Risk Appetite (B) Central banks Russia Delivers Biggest Rate Cut Since 2017, Signals More Easing (B) US ‘Stakes are high’ for the financial system to address rising corporate debt, Barclays CEO warns (C) Subprime Auto Giant’s Loans Souring at Fastest Clip Since 2008 (B) Federal deficit increases 26% to $984 billion for fiscal 2019, highest in 7 years (C) China What slowdown? China’s riding to the rescue of luxury brands (R) US politics Democrats Have an Impeachment Momentum Problem (B) Judge calls Trump impeachment probe legal, says House must get Mueller grand jury information (C) Geopolitics & trade U.S., China ‘close to finalizing’ part of a Phase One trade deal: USTR (R) Trump advisor Peter Navarro fighting ‘Phase One’ of China trade deal, sources say (C) Businesses Fear U.S., China Won’t Reach Trade Deal on Core Issues (W) China Sets Up New $29 Billion Semiconductor Fund (W) Mexico expects U.S. Congress to start formal trade deal approval soon (R) Clashes Break Out in Northern Syria, Testing Turkish Truce (W) Trump Outsmarts Putin With Syria Retreat (B) Industries & companies Autos: UAW members approve labor deal to end strike with GM; union selects Ford next (C) Energy: Tesla releases a new version of Solar Roof tiles, aiming to revitalize its clean energy business (C) Financials: Exclusive: Wells Fargo lays off more than 200 business bankers in U.S. – sources (R) Tech: Microsoft snags hotly contested $10 billion defense contract, beating out Amazon (C) Utilities: PG&E Reels After Wildfire Breaks Out, Unsettling Investors (W) Technology The Drones Are Coming! Uber, Amazon, Alphabet Take Flight (W) They Know What You Watched Last Night (N) Offbeat PG&E Warns of Biggest Blackout Ever as Windstorm Approaches (B)
wiar 10-25-19
October 25 (Friday) Markets S&P 500 Inches Up as Investors Focus on Earnings (W) Tech Can’t Get Out of Market’s Way With Amazon the Latest Flop (B) 2019 is shaping up to be one of the best years ever for investing (C) Hong Kong Markets Are Calm as Protests Linger and a Recession Looms (B) Central banks Mario Draghi, Hailed as the Euro’s Savior, Leaves the ECB With the Bank Divided (W) Goldman Sachs predicts the Fed will make two big changes next week (C) Global Business Activity Slows Around the World (W) US Watch Fox News? You likely think the U.S. economy is great. MSNBC viewers not so much (R) China China’s Property Bond Boom Clashes With Housing Market Realities (W) Europe U.K.’s Johnson Calls for Election in Bid to Advance Brexit (W) US politics Why the 2020 Democratic Polls Are So Different (W) Wall Street Frets Privately About Warren’s 2020 Campaign (W) Industries & companies Autos: Tesla overtakes GM as most valuable U.S. automaker, short sellers burned (R) Autos: UAW Members Are Tilting in Favor of New Contract With GM (W) FAANGs: Amazon clobbered after a miss on the bottom line and soft guidance (C) FAANGs: Amazon’s Profit Slides 26% as Costs of Shipping Climb (W) FAANGs: Amazon’s cloud business reports 35% growth in the third quarter, trailing estimates (C) Media: Comcast’s Profit Rises Amid Record Customer Growth (W) Pharma: Amgen to Sell Cholesterol Drug for 60% Less Than Original Price (W) Tech: Intel stock pops on earnings beat and return to growth (C) Tech: Twitter Shares Plunge as Ad-Business Troubles Weigh on Growth (W) Corporate finance SoftBank Vision Fund Planning Writedown of at Least $5 Billion (B) Offbeat Sonoma County Fire Spreads Quickly, Forcing Evacuations (W) California Blackouts Force Businesses to Tally Their Losses (W) Former Apple lawyer in charge of preventing insider trading indicted for insider trading (C)
wiar 10-24-19
October 24 (Thursday) Markets Stocks Rise After Mixed Earnings Reports (W) Blue Chips Are Lagging Behind the Broader Market (W) Central banks Fed to Increase Temporary Liquidity Available To Markets (W) Global ‘Peak Car’ Is Holding Back the Global Economy (W) Europe A Weary EU Moves Toward New Brexit Delay (W) Japan Japan factory activity shrinks at quickest pace since 2016 in October: flash PMI (R) US politics GOP Lawmakers Storm Hearing on Impeachment (W) Trump Threatens to Veto Bill on Foreign Influence in Elections (B) Emerging Hong Kong’s new housing policies aim to lower down payments and increase development (C) Geopolitics & trade China Has ‘Concerning’ Leads Over U.S. in Tech, Defense Department Official Says (W) U.S. trade envoy meets lawmakers on U.S.-Mexico-Canada deal as time runs short (R) In Russia-Turkey Pact, Putin Wields His Geopolitical Skills Anew (W) Industries & companies Autos: Tesla shares soar after crushing third-quarter earnings (C) Aerospace: Boeing Cash Squeezed Awaiting 737 MAX Approval (W) Consumer: J&J slashes third-quarter profit by $3 billion over proposed opioid deal (R) FAANGs: Zuckerberg’s testimony left lawmakers just as concerned about libra as they were beforehand (C) FAANGs: Elizabeth Warren ‘opened up the opportunity’ for us to think about breaking up Facebook, Rep. Maxine Waters says (C) Media: Global Boundaries Break Down for Movies in U.S. and China (W) Retail: Amazon Sells Clothes From Factories Other Retailers Blacklist (W) Tech: Microsoft beats on revenue and earnings; stock is little changed (C) Technology Google Claims Breakthrough in Quantum Computing (W) Facial-Recognition Software Was Able to Identify Patients From MRI Scans (W) Offbeat Second Round of Blackouts Begins in California, With More on Horizon (W)
wiar 10-23-19
October 23 (Wednesday) Markets Stocks Tick Lower Amid Slew of Corporate Results (W) The Stealthy Bear Stalking the Dow (W) Central banks Fed Adds Temporary And Permanent Liquidity To Financial System Tuesday (W) US Housing Market Stalls in September (W) U.S. companies facing worker shortage race to automate (R) Wave of Financial Stress Hits Low-Rated Companies (W) Europe EU moves towards Brexit delay as PM Johnson seeks election to break impasse (R) US politics Trump’s Rallies Aren’t a Sideshow. They Are the Campaign. (W) U.S. diplomat testifies Trump tied Ukraine aid to politically motivated probes (R) Exclusive: Trump’s G7 and trade adviser Kelly Ann Shaw to leave White House – officials (R) Geopolitics & trade Beijing reportedly developing plan to replace Hong Kong’s leader by March (C) Industries & companies Consumer: P&G Posts Strong Sales Gains (W) Consumer: J&J CEO testified Baby Powder was safe 13 days before FDA bombshell (R) Media: Verizon to Offer Free Disney+ as Streaming Wars Heat Up (W) Pharma: How Biogen Salvaged Alzheimer’s Drug After a Costly Failure (B) Restaurants: Chipotle crushes earnings estimates, says accelerated drive-thru plans may delay some store openings (C) Retail: Nike Chief Mark Parker to Step Down in 2020 (W) Corporate finance WeWork’s $47 billion valuation was always a fiction created by SoftBank (C) Technology Google Pixel 4 Review: The Smartest Smartphone You Probably Won’t Buy (W)
wiar 10-22-19
October 22 (Tuesday) Markets U.S. Stocks Climb to Start a Busy Week of Earnings (W) This Year’s Hottest Trade: Buying Everything (W) US Falling profit margins raise some alarm: ‘It can be a precursor to layoffs and a recession’ (C) Analysts Are Taking a Knife to Their 2020 Profit Estimates (B) How Exploding Private Sector Balance Sheets Have Changed Recessions As We Know Them (B) Europe U.K. Parliament Set to Vote on Brexit Deal, After Second Attempt Fails (W) Middle East Israel’s Netanyahu Fails to Form New Government (W) US politics Democrats’ wealth tax plans should give Wall Street ‘lots to worry about,’ economist says (C) Warren Would Use Wealth Tax to Fund $800 Billion Education Plan (W) Geopolitics & trade Trump Says China Signals Trade Talks on Target for November Deal (B) Trump Calls for Defense, Use of Syrian Oil Fields (W) Lagarde Says U.S. Is at Risk of Losing Global Leader Role (W) Industries & companies FAANGs: Apple is on fire and helping the chip stocks rally, Jim Cramer says (C) Financials: JP Morgan is at risk of losing big on its WeWork bet, a major potential blow to CEO Jamie Dimon (C) Retail: Destination Maternity Goes Bankrupt, Adding to Retail Apocalypse (B) Corporate finance WeWork’s Valuation Falls to $8 Billion Under SoftBank Rescue Offer (W) Offbeat Taxing the Rich to Fund Welfare Is the Nobel Winner’s Growth Mantra (B) Islamic State Turns to Teen-Friendly TikTok: Jihad With Pink Hearts (W)
wiar 10-21-19
October 21 (Monday) Markets Stocks will likely hit new records in the week ahead if earnings keep topping expectations (C) Dividend Stocks Have Been Shooting Out the Lights. Don’t Count on It Lasting for Long. (BR) U.S. Companies Can’t Buck a Strong Dollar (W) Sterling falls after UK lawmakers delay key Brexit vote (C) Ratings Firms Give Companies More Breathing Room (W) US Robert Shiller: Recession likely years away due to bullish Trump effect (C) Europe Johnson Prepares to Put Brexit Deal to Vote After Foiled First Try (W) US politics Trump chief of staff Mick Mulvaney says he isn’t considering resigning after walking back quid pro quo claim (C) Key incumbents are losing the money battle as 2020′s top Senate races heat up (C) Bernie Sanders Returns to Trail With Fresh Endorsements, Challenges (W) Germany’s Labor System Would Be Difficult to Import to U.S. (W) Geopolitics & trade Hong Kong Protests Rage Despite New Effort to Calm Unrest (W) U.S. Government Still Uses Suspect Chinese Cameras (W) Industries & companies Aerospace: Boeing survey showed that employees felt pressure from managers on safety approvals (C) Aerospace: Congress Ramps Up Scrutiny of Boeing Executives, Board (W) Energy: ConocoPhillips Stock Looks Cheap After a Selloff (BR) FAANGs: Amazon is shipping expired food, from baby formula to old beef jerky, scaring consumers and putting big brands at risk (C) FAANGs: Facebook Reaches Deal With Wall Street Journal Publisher, Others for News Section (W) Media: Netflix and HBO shows are getting pirated on this app that’s been bankrolled by advertisers such as Pandora, BET+ and TikTok (C) Media: The Streaming TV Revolution Will Have Winners and Losers. How to Play the Stocks. (BR)
wiar 10-19-19
October 19 (Saturday) Markets Stocks Slip on China Data (W) Boeing, J&J, dismal China data drag Wall Street lower (R) Stock Versus Bond Showdown Is Testing History and Trader Nerves (B) Central banks Fed Eyes Another Rate Cut, Weighs When to Stop (W) Fed’s Clarida keeps rate-cut door open; others less sure (R) Dallas Fed’s Kaplan Says Jury Is Out on Whether Economy Will Need More Support (W) ECB Policy Makers Cool on More Stimulus Even If Outlook Worsens (B) Traders Now Almost Certain That Fed Will Cut Rates This Month (B) US Summers Sees More Than 1-in-3 Chance of Recession by End of 2020 (B) Europe Boris Johnson Turns On the Charm to Gather Support for Brexit Deal (W) China Worst of China’s Growth Slowdown May Be Over, Economists Say (B) US politics Democrats call Trump’s Doral G-7 pick ‘outrageous’ — GOP senator says it shows ‘tremendous integrity’ (C) Clinton Says GOP Is ‘Grooming’ Third-Party Candidate to Aid Trump (W) Geopolitics & trade Mitch McConnell blasts Trump’s Syria withdrawal as ‘a strategic nightmare’ (C) Industries & companies Aerospace: FAA says Boeing withheld ‘concerning’ pilot messages about the safety of 737 Max (C) Autos: Electric Hummer could be part of GM’s move into EV trucks, SUVs (R) Consumer: J&J Recalls Baby Powder on Asbestos Concern (W) Consumer: Soda Comeback Drives Sales Gains at Coca-Cola (W) FAANGs: Lawmakers criticize Apple CEO Tim Cook for ‘censorship’ of apps in China (C) FAANGs: Facebook’s Libra Is ‘Neat Idea That’ll Never Happen,’ Dimon Says (B) Pharma: Investors Bail From Drug Stocks, Companies Step Up as Buyers (B) Utilities: PG&E Says It Could Impose Blackouts in California for a Decade (W)
