April 10 (Monday) Markets Nothing to Fear, But the Lack of Fear in Markets (W) Unease grows about bets on market stability (FT) Will the reflation trade show further cracks? (FT) Record Bond Issuance Signals Doubts About Economy (W) US stock funds see biggest outflows in 18 months (FT) Copper Rally Comes a Cropper (BR) Central banks Wall Street sees Fed balance sheet normalization plan by year end: Reuters poll (R) Low U.S. Jobless Rate May Tempt Fed to Rethink Wage-Gain Trigger (B) US Plenty of Beauty in U.S. Jobs Data Beneath Ugly Main Number (B) US college debt bubble becoming dangerous (FT) Europe Euro exit for Italy or France would be a trauma (FT) A French Town Known for Picking Presidents Sees Big Upset Ahead (B) China The future lies in automation (E) Xi Jinping wants officials to declare allegiance to himself (E) US politics Do Airstrikes Signal New Priorities for Trump? (BR) Democrats’ Price for Tax Overhaul Makes Bipartisan Deal Unlikely (W) Geopolitics & terrorism U.S. Says Goal in Syria Is to Defeat Islamic State (W) Tillerson: U.S. to Press Russia Over Syrian Chemical Weapons (B) European powers to raise pressure on Russia over Syria (FT) U.S. Carrier Diverts to North Asia Amid North Korea Tension (B) Trump, Japan’s Abe Agree to Keep Unity on North Korea: NHK (B) China offers concessions to avert trade war with US (FT) Blasts Hit Two Egyptian Churches, Killing at Least 47 (W) Sweden faces reality of higher security and vigilance (FT) Industries & companies Financials: TIAA: A Trillion Dollar Startup Is Making A Move (BR) Financials: How Goldman Sachs Made More Than $1 Billion With Your Credit Score (W) Financials: A Very Weird Week for Banks (BR) Retail: Online Retailers’ Warehouses Heat Up Local Job Markets (W) Corporate finance Tech IPO supply falls short of fresh market demand (FT) Offbeat Now Anyone Can Invest in Startups—if They Have the Stomach for It (W) Cash Is Dead. Long Live Cash. (W)
wiar 4-08-17
April 08 (Saturday) Markets U.S. Stocks Steady After Eventful Week (W) Markets Reconsider Trump Effect After Syria Airstrikes (W) Traders Are Going on the Defensive Despite Muted Market Reactions to Syria (B) U.S. Tax Cuts Could Drive Key Buyers Away From Muni-Bond Market (B) US Pace of Hiring Slows in Mixed Jobs Report (W) U.S. Nonmanufacturing Activity Expands at Slower Pace (W) U.S. weekly jobless claims post largest drop in almost two years (R) America’s Credit-Card Tab Hits $1 Trillion (W) Europe German Industrial Output Unexpectedly Rose in February (B) Greece, Creditors Move Closer to Deal (W) Europe Should Stick to Rules on Bank Rescues, ECB’s Mersch Says (B) US politics Gorsuch Confirmed by Senate as Supreme Court Justice (N) Trump Considers Shakeup of Senior White House Team (W) In Battle for Trump’s Heart and Mind, It’s Bannon vs. Kushner (N) Gary Cohn Says White House Will Push ‘One Cohesive’ Tax Plan (B) Trump Taps Kevin Hassett To Be Chairman of the Council of Economic Advisers (W) Hillary Clinton Says Russia Used Hacking ‘to Great Effect’ in Her Defeat (N) Syria Trump Shows He Is Willing to Act Forcefully, Quickly (W) Lawmakers Give Trump Rare Bipartisan Backing for Strike (W) In abrupt shift on Syria, Trump turns to military advisers (R) Tomahawk Launches Practiced by U.S. Before Trump Gave Go-Ahead (B) With Strike on Syria, Trump Sends a Global Message (W) Syria Strike Sends Not-So-Subtle Warning to Rivals (B) US and Russia clash over Trump’s strike on Syria (FT) Syria Decries US ‘Aggression’ After Attack (B) Strike Alters U.S. Military Strategy in Syria (W) U.S. Strike on Syria Shakes Up ISIS Fight (W) U.S. Strike Unlikely to Endanger Assad Rule (W) Timeline of the Syrian Civil War And US Response (B) Merkel, Hollande Say Assad Alone to Blame for Syria Strike (B) Turkey Holds Out Hope for a Revival in US-Turkish Relations (B) Geopolitics & trade Trump warns Xi that US prepared to act alone on North Korea (FT) Trump Aims to Push China on Trade, North Korea at Summit (W) Trump Administration to Take Harder Tack on Trade With China (N) Five Ways to Look at the U.S. Trade Deficit With China (N) Industries & companies Autos: First Look at Tesla’s Tweaked Model 3 (W) Financials: What ‘Bring Back Glass-Steagall’ Means to Left and Right (B) Financials: Trump still open to populist bank break-up proposal (FT) Financials: Trump and Warren Agree? Maybe, on Plan to Shrink Big Banks (N) Restaurants: KFC to Stop Using Chicken Raised With Human Antibiotics (W) Retail: The Whole ‘Malls Are Dying’ Thing Is Getting Old, Say Mall CEOs (B) Tech: Samsung Expects First-Quarter Operating Profit to Rise 48% (W) Technology Tech’s High-Stakes Arms Race: Costly Data Centers (W) FDA Approves 23andMe’s Genetic Test for Personal Disease Risks (W) Soon, Your Car May Be Able to Read Your Expressions (N) Offbeat More Brands Withdraw From O’Reilly’s Show on Fox News (W)
wiar 4-07-17
April 07 (Friday) Markets High Tax Stocks Show Investors Doubt Trump Cuts 2017 (BI) Strategist Ed Yardeni: Bonds have not ‘bought into’ the big rally (C) Investors Are Tiptoeing Back Into One of the World’s Biggest Junk Bond ETFs (B) Not a Dot-Com Bubble, not 2007, but a Nasty Mix of Both (W) A JPMorgan asset manager overseeing $350 billion thinks Europe is an unexploited opportunity for investors (BI) Oil Oil Rises to 1-Month High as OPEC Cuts Weighed Against U.S. Glut (B) An Oil Giant Is Still Burning Through Its Cash Pile (B) Central banks Traders Bet the Fed Will Slow Rate Hikes to Shrink Balance Sheet (B) Most Fed Officials Saw Reduced Balance Sheet ‘Later This Year’ (W) Investors in the dark on Fed’s balance sheet plans (FT) The Fed isn’t sure if Trump can deliver on his economic promises (BI) ECB’s Draghi Says It’s Too Soon to Reduce Stimulus (W) Kashkari Slams Jamie Dimon’s Complaints About Regulatory Burden (B) Global IMF Global Financial Stability Report – April 2017 US Two of Wall Street’s Biggest Names Are Sounding the Alarm on the U.S. Economy (B) What does the federal government spend your tax dollars on? Social insurance programs, mostly (Pew) Number of U.S. adults cohabiting with a partner continues to rise, especially among those 50 and older (Pew) Europe Europe’s Nationalist Parties Are No Passing Fad (W) JPMorgan softens tone on Brexit jobs warning (R) China China’s Efforts to Boost the Yuan (FRB-SL) US politics White House Takes Lead on Tax Plan (W) Senate Eliminates Filibuster for High Court Nominees (W) Republicans rewrite Senate rules with Gorsuch vote (FT) How powerful is the Congressional Review Act? (Brookings) Movement to Raise Minimum Wage Runs Into Resistance (W) House Intelligence Chairman Nunes Recuses Himself From Russia Probe (W) Nunes Recusal Gives House Russia Inquiry Chance at New Start (B) Geopolitics & terrorism U.S. Fires 60 Missiles on Syrian Airfield in Response to Gas Attack (B) Syrian Deaths Linked to Sarin Gas (W) Putin hits back at US over alleged Syria gas attacks (FT) Philippines’ Duterte Orders Fortification of South China Sea Islands (W) Industries & companies Autos: Ford to Make Electric Cars in China Amid Green Drive (W) Autos: GM Joins Ford Worrying About Declining Used-Car Prices (B) Financials: Cohn Backs Wall Street Split of Lending, Investment Banks (B) Health care: Aetna to Exit Iowa’s ACA Marketplace (W) Media: Cable Giant Comcast Jumps Into the Mobile-Phone Wars (W) Tech: Amazon to Add 30,000 Part-Time U.S. Jobs (W) Technology Amazon’s Robot War Is Spreading (B) Machine learning is now used in Wall Street dealmaking, and bankers should probably be worried (BI) Volkswagen Invests $180 Million in a Chinese AI Startup (BI) Thousands of Uber, Lyft Drivers Fail Massachusetts Background Check (W) Offbeat A senator found Medicare blowing hundreds of millions on a drug private insurers wouldn’t touch — and nothing happened (BI)
wiar 4-06-17
April 06 (Thursday) Markets Stocks Pare Gains After Fed Minutes (W) Oil prices flirt with 1-month peak as US inventories rise (FT) Central banks Fed Minutes: Most Officials Saw Reduced Balance Sheet ‘Later This Year’ (W) | Minutes Inside the Fed’s March Meeting: The Annotated Minutes (B) Why the Refinancing Slowdown Matters for the Fed (W) ADP data point to ‘solid trend’ in employment — Fed’s Tarullo (FT) US ADP Says Companies in U.S. Added 263,000 Employees in March (B) U.S. Nonmanufacturing Activity Expanded at Slower Pace in March (W) Here’s What Financial Markets Are Telling Us About the Economy (B) Europe Markets turn against a Le Pen victory in France (FT) European Parliament adopts Brexit resolution (FT) Greece and Brussels ‘a breath away’ from deal (FT) US politics Steve Bannon Removed From National Security Council With Trump’s Sign-off (W) What to make of the fuss about the filibuster (FT) Beware of the return of the Clinton dynasty (FT) Geopolitics & terrorism North Korea fires missile as Trump and Xi prepare to meet (FT) Trump Calls North Korea ‘Big Problem,’ That Will Be Focus of Meeting With China’s Xi (W) US retreat from global financial system lets China in (FT) Syria attack survivors describe ‘bloodless massacre’ (FT) Trump Warns Poison Gas Attack in Syria Goes ‘Beyond Red Lines’ (B) Trump Says U.S. Will Work to ‘Eradicate’ Islamic State (B) Homeland Security Secretary Doesn’t See Building a Solid Wall Along U.S.-Mexico Border (W) Industries & companies Amazon: NFL and Amazon Reach One-Year Streaming Deal for About $50 Million (W) Autos: Peak Auto? These Charts Point to Industry, U.S. Economy Concerns (B) Financials: Citi Has an Alternative ‘Big Short’ on Retail (B) Restaurants: Starbucks Under More Pressure to Upgrade Food After Panera Deal (B) Corporate finance Panera Bread Agrees to $7.16 Billion Buyout by JAB Holding (W) Technology Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks (W) It Looks Like JPMorgan Is Building a Robo Adviser (B) Offbeat Steven Cohen invests in start-up aiming to shake up bank research (FT) Federal probe into Fox News casts shadow over Murdoch empire (FT)
wiar 4-05-17
April 05 (Wednesday) Markets S&P 500 Falls, Hit by Decline in Financial Shares (W) U.S. Companies Expected to Post Strongest Quarter Since 2011 (W) Convertibles bonds catch a ride on equity rally (FT) European Debt’s Biggest Buyer Becomes Its Biggest Risk (W) China fund-of-funds industry beginning to blossom (P&I) Oil China Surpasses Canada as Top Buyer of U.S. Crude (B) Oil’s seaborne picture suggests Opec cuts taking effect (FT) Global Global debt has hit an eye-watering $215 trillion (BI) Demographics are destiny (Blackrock) Reinvigorating Productivity Growth (IMF) US U.S. Trade Gap Shrinks as Exports Rise (W) Housing Boom Is Anything But as Ownership Loses Appeal (B) U.S. Factory Activity Continued to Expand in March (W) Young Americans Are Killing Marriage (B) I Report Wage Stagnation in the U.S. Might Not Be As Bad as You Think (B) Europe DIMON: We fear the EU will split apart, and it could have ‘devastating economic and political effects’ (BI) May hints at no final EU trade deal before Brexit (FT) Europe’s New Safe Haven: German Real Estate (W) Are Migrants a Burden or Boon to the German Economy? It Could Depend on the Skills Gap (W) US politics White House Pushes New Health-Care Deal (B) Ryan’s Border Tax Is on the Ropes (B) Trump Is Ready for Tax Cuts, but His Treasury Department Isn’t (N) Rice Says Unmasking Is Necessary, Different Than Leaking (W) ‘Absolutely false’: Top Obama adviser denies she ‘unmasked’ Trump associates for political purposes (BI) Supreme Court Filibuster? A Mirage Since 2013 (B) U.S. Considers Far-Reaching Steps for ‘Extreme Vetting’ (W) Trump Administration Reopens H-1B Program, With a Twist (W) Geopolitics & trade Wilbur Ross: Trump will make trade fair again (FT) Kushner Tells Iraqis That Alliance Should Endure for ‘Many Generations’ (W) South Korea Talks Tougher on China Retaliation (W) U.S. and China, Sniping in Public, Try to Lower the Volume in Private (W) Industries & companies Airlines: Boeing Agrees to First Plane Sale to Iran Under Trump (W) Autos: Carmakers Post Surprise Declines as Discounts Fail to Buoy Sales (B) Autos: U.S. Car Demand Collapse Jeopardizes Trump’s Auto Factory Push (B) Financials: Jamie Dimon: Time to ‘Open Up the Rulebook’ (W) Media: Google to Allow ‘Brand Safety’ Monitoring by Outside Firms (W) Retail: Retailers Drop as Bad News Keeps Piling Up on 2017’s Worst Stocks (B) Retail: Ralph Lauren to Close One of Its Main New York Stores (W) Retail: Why Contrarians Won’t Clean Up in Bed Bath & Beyond (W) Corporate finance Sluggish US IPOs need more than a new Jobs Act (FT) Staples Explores Sale After Failed Office Depot Deal (W) A European company you’ve never heard of might buy Panera (BI) Technology Meet Sally, the Robot Who Makes Perfect Salads (B) Fear of Automation’s Dark Side Leads to Calls for Action (W) Banks Turn to Virtual World to Modernize Commodities Trading (W) Offbeat Dimon’s Annual Letter: Key Takeaways on Brexit, Tech and Taxes (B) Fox News faces fresh financial and legal pressure (FT)
wiar 4-04-17
April 04 (Tuesday) Markets Markets begin quarter on risk-averse note (FT) Test of nerve awaits investors as Q2 dawns (FT) China’s Yuan Takes a Twist Ahead of Trump-Xi Meeting (W) Credit Dollars Are Now Flowing (Almost) Normally Again (W) Italian bond yields rise amid political worries (FT) Chinese Firms Shy Away From European Debt (W) The Corporate Debt Bonanza Is Helping Employers Shore Up Pensions (B) Central banks Fed’s Rebel Defends Autonomy as Trump-Molded Central Bank Looms (B) US U.S. March auto sales indicate long boom cycle may be waning (R) Manufacturing’s Recovery Is a Double-Edged Sword (W) Europe Euro zone factories struggled to meet soaring demand in March: PMI (R) Eurozone jobless rate falls to lowest in 8 years (FT) UK MANUFACTURING MISSES: ‘Manufacturers must be wary of over confidence’ (BI) France’s disillusioned voters prepare to abstain (FT) A Le Pen win in the French election would place a ‘sword of Damocles’ above the eurozone (BI) Even a Thriving French Shipyard Town Falls Under Le Pen’s Spell (B) UK stranded between the Rock and a hard place (FT) Just one in 5 UK financial chiefs think Brexit will be good for business (BI) Brexit Could Disrupt Millions of Expats’ Lives (B) Asia Solid Asia factory growth caps a strong first quarter but outlook cloudy (R) Zombies Are Eating Asia (B) US politics Tribalism Spreads in D.C. (W) Looming Gorsuch Votes Put Red-State Democrats in a Bind (W) Democrats Have Votes to Block Gorsuch, Sparking Rule Fight (W) Flynn did not initially disclose income from Russia-linked companies (R) Trump Aides’ Disclosures Reveal Surge in Lucrative Political Work (N) Trump Donates First-Quarter Salary to National Park Service (W) New H-1B Visa Guidelines Crack Down on Computer Programmer Jobs (B) ‘Nothing prepared us for the magnitude of this trainwreck’: LA Times editorial tears into Trump (BI) Geopolitics & trade Trump presses China on North Korea ahead of Xi talks (R) Trump warns China that US is ready to tackle N Korea (FT) China Learns How to Get Trump’s Ear: Through Jared Kushner (N) Kushner to Visit Iraq in Latest Sign of Foreign Policy Role (B) Mexico Ready to Play the Corn Card in Trade Talks (N) Gibraltar tensions bubble over into British war talk (FT) A Clear Winner in Syria’s Civil War: Hezbollah (W) Terrorism Subway Bombing in St. Petersburg Kills 11 During a Putin Visit (B) Industries & companies Media: Cable TV is Powering a Big Increase in News Consumption (W) Restaurants: New Starbucks CEO Sees Growth in Suburbs, Midwest and Lunch (W) Tech: Apple’s iPad Problem: The Old Ones Are Just Fine (W) Tech: Interactive Feature: How Uber Uses Psychological Tricks to Push Its Drivers’ Buttons (N) Corporate finance Tech Founders Want IPO Riches Without Those Pesky Shareholders (W) Panera Is Exploring Possible Sale After Receiving Interest (B) Technology Brexit Britain Could Replace Migrants With Robots (B) Offbeat Warren Buffett’s Face Will Adorn Cans of Cherry Coke in China (B) Digital Clue Ties North Korea to Theft at New York Fed (W) Soros’s University Turns Into Democracy Battleground in Budapest (B)
wiar 4-03-17
April 03 (Monday) Markets The Market Lull That Refreshes (BR) Active Managers Stage a Comeback (W) Stockpickers Make Room for the Quants (BR) Byron Wien: Will ‘Anarchy’ in D.C. Undermine Stocks? (BR) Fading Trade-Crackdown Fears Power Overseas Rebound (W) How to Make Sense of Europe ETFs (BR) Emerging Markets Brandish Bargain Label (W) Credit Flatter Yield Curve in 2017 Shows Growth Concern Lingers (W) EM Debt Lures Income Hunters (BR) What the Largest Active Bond Fund Is Buying Now (BR) Central banks Rethinking the Widely Held 2% Inflation Target (W) Federal Reserve Readies Plan for Balance Sheet (W) Bond Traders Are No Fools, Dismissing Bluster of Four Rate Hikes (B) US Hints of a Strong Earnings Season Ahead (BR) Buying a Home Will Be Harder Than Ever This Spring (W) Want That Apartment? You May Have to Bid For It (W) The American Dream That’s Not Backed Up by History (B) Americans Owe Other Countries Far More Than They Owe Us (W) How Social Security and Medicare Are Ruining Us (BR) Europe Outlook Brightening for Euro Zone Banks (BR) Cleaning up: The life and times of an Italian non-performing loan (E) Implications of a Le Pen win French election (BI) Sturgeon Sticks With Timing for Scottish Independence Referendum (B) China For Chinese Companies, If You Can’t Move Money Overseas, Raise It Overseas (W) Emerging Latin American Markets Feel the Pressure From Political Turmoil (B) US politics Conservative Split Over Import Tax Imperils Trump’s Overhaul (N) The Senate Faces the “Nuclear Option” to End the Filibuster (BR) Vote on Trump’s Supreme Court Nominee to Test Red State Democratic Senators (W) Remember When Trump Said He Saved 1,100 Jobs at a Carrier Plant? (B) All the President’s Millionaires: Trump Staffers Disclose Assets (B) Treasury Secretary Mnuchin Apologizes for Plugging His Movie (W) Geopolitics & trade Haley Says Russia Was ‘Certainly’ Involved in U.S. Election (B) China says U.S. trade orders should respect international rules (R) Tortoise v hare: Is China challenging the United States for global leadership? (E) FT exclusive: Trump ready to tackle North Korea alone (FT) Trump, Reshaping Syria Policy, Sets Aside Demand for Assad’s Ouster (W) Industries & companies Autos: CarMax Could Stall as Risky Loans Rise (BR) Air Freight: FedEx Will Deliver More Gains, Could Rise Nearly 20% (BR) Amazon: Amazon Web Services: Launchpad for a New Generation of Start-Ups (BR) Energy: Oil Companies’ Modest Prize: Breaking Even (W) Financials: Citigroup’s drop in branch rankings highlights move upmarket (FT) Pharma: Trump’s Drug Policy Takes Shape, With Split Personality (W) Real Estate: Shopping for Mall REITs (BR) Retail: Consistency Is in Fashion This Year at Retailers (W) Retail: Lowe’s Shares Could Rise 20% or More (BR) Shipping: FedEx Will Deliver More Gains, Could Rise Nearly 20% (BR) Tech: Apple Shares Shine, Rising 24% (W) Tech: Intel’s Need to Chip Away at Fab Rivals (W) Tech: Intel, With a 3% Dividend Yield, Can Rise By 30% (BR) Technology White-collar jobs and automation (BI) Out of road: driverless vehicles are replacing the trucker (FT) Offbeat Dr. Doom’s Diagnosis of the Banks, the Fed, and the Economy (BR) Bill O’Reilly Thrives at Fox News, Even as Harassment Settlements Add Up (N)
wiar 4-01-17
April 01 (Saturday) Markets Why Emerging Markets Are Looking Better Than the U.S. (W) Central banks Inflation Tops 2% Target for First Time in Almost Five Years (W) How the Yellen Fed Got Religion Over the Stock Market and Policy (B) There’s a simple reason why the Fed should stop raising interest rates (BI) US U.S. Personal Spending Cools (B) Consumer Sentiment in U.S. Rises on Views of Current Finances (B) Americans have never been this conflicted about the economy’s direction (BI) The U.S. Consumer Will Probably Be Fine After Weak Start to Year (B) ‘Hard’ and ‘soft’ US data paint a muddled picture (FT) Steve Eisman of ‘The Big Short’ Says Subprime Auto Loans Concern Him (B) If You Have 29 Credit Cards, You’re Probably a Millennial (W) Europe Euro-Area Inflation Slows More Than Predicted on Oil, Food (B) EU Signals U.K. Will Get Only a Year for Post-Brexit Trade Talks (B) EU Rules Out U.K. Trade Deal Before Brexit Is Finalized (W) China China’s Global Currency Ambitions Falling Flat With Central Banks (W) Biggest China Banks’ Bad-Loan Problem May Finally Be Easing (B) Investors walk back from the edge on China, but big risks remain (FT) Emerging Russia has finally returned to growth (BI) Making the Most of India’s Big Tax Reform (B) Zuma Fires Nine Cabinet Members Including Finance Chief (B) South Africa’s president fired his respected finance minister — and now the rand is tumbling (BI) US politics I Top GOP Senator Signals Tax Plan’s Permanence Is ‘Up in the Air’ (B) Two Senate Democrats Say They Will Back Neil Gorsuch (W) In Gorsuch Fight, Wider Political Battles Play Out (W) GOP disarray deepens (R) Pence Breaks Tie on Bill Aimed at Planned Parenthood (W) Ryan Signals Support for Insurance Payments Under ACA (W) How a Hillary Superfan Ended Up Inside Trump’s Treasury (B) White House to Release Financial Disclosures for Cohn, Kushner (B) US politics II Flynn Seeks Immunity to Testify in Russia Investigations (B) Trump backs Flynn’s call for immunity in Russia probes (FT) Top Democrat Says Too Early to Grant Flynn Immunity (W) Flynn Wants Immunity. Here’s Why It’s Complicated (B) Geopolitics & trade Tillerson and Mattis Blast Russia for Aggression (B) NATO says trans-atlantic bond ‘rock solid’ as Tillerson visits (R) Trump demands solution to US trade deficit with China (FT) Ross Backs Trump’s China Criticism With ‘Most Protectionist’ Dig (B) American Jobs Are Headed to Mexico Once Again (B) India and Pakistan Escalate Nuclear Arms Race (W) Hackers Boosting Destructive Attacks Against U.S., FireEye Says (B) Industries & companies Airlines: Airlines Make More Money Selling Miles Than Seats (B) Energy: OPEC and U.S. Production Shape Oil Market Dynamics (FRB-DLS) Financials: Bank Stocks Pause After Postelection Surge (W) Tech: Samsung, Apple Intensify Battle for Smartphone Users (W) Technology In Warehouses of the Future, Robots Do the Walking (B) Offbeat Wall Street’s New Favorite Way to Swap Secrets Is Against the Rules (B)
wiar 3-31-17
March 31 (Friday) Markets Corporate Profits Gain Steam (W) Bargain Hunters Are Flocking to European Stocks (B) Insatiable Demand for Long Bonds Isn’t Short Term (W) Central banks Fed Officials Say They May Need to Pick Up Pace of Rate Increases (W) Fed’s Dudley Says Fiscal Stimulus Outlook Shifts Risks to Upside (B) Draghi’s German Problem May Fizzle as ECB Sticks to Its Plan (B) ECB’s Knot Says Central Bank Could Soon Start Unwinding Stimulus (W) US U.S. Fourth-Quarter Growth Revised Upward to 2.1% on Consumption (B) Sentiment vs. Reality: The Economy Is Telling Two Different Stories (W) U.S. debt to reach 150 percent of GDP in 30 years: CBO (R) America Needs Small Apartment Buildings. Nobody Builds Them U.S. College Grads See Slim-to-No Wage Gains Since Recession (B) Europe German inflation tumbles to 1.5% in March (FT) Ian Bremmer Says Le Pen Can Really Win and Cause Crisis (B) U.K. Steps Out of EU and Into a ‘Bureaucratic Jungle’ (W) Japan Japan’s tepid retail sales raise concerns about consumption, growth (C) Emerging Ousted South Korean president Park Geun-hye arrested (FT) Mexico Raises Rate as Inflation Hits Highest Since Recession (B) US politics I Trump says ‘we must fight’ Freedom Caucus (R) Trump and Ryan Warn Republican Holdouts Amid Talk of Reviving Health Bill (B) Paul Ryan is worried Trump will ditch the GOP to work with Democrats on healthcare (BI) Top Republican senator takes shot at Paul Ryan for discouraging Trump from working with Democrats (BI) Larry Summers: GOP’s ‘stunning’ lack of unity on health care undermines rest of Trump’s agenda (C) US politics II Keystone XL Pipeline Block Sought to Undo Trump’s Approval (B) GE Chief Says ‘Climate Change Is Real’ in Rebuke to Trump Policy (W) The Cheapest Way to Build Trump’s Wall (B) Senate Panel Backs Labor Secretary Nominee Alexander Acosta (W) Report: The FBI is using the explosive Trump-Russia dossier as a ‘roadmap’ for its investigation (BI) Geopolitics & trade Trump Administration Signals It Would Seek Mostly Modest Changes to Nafta (W) Trump Backs Away From Document Suggesting Softer Nafta Stance (B) Trump’s Hope for Rapid Reset With Russia Fades (W) Putin Says He’s Ready to Meet Trump If Finland Hosts Summit (B) China’s Xi to meet Trump in Florida next week (R) China Poised to Take Lead on Climate After Trump’s Move to Undo Policies (N) China says ‘no such thing’ as man-made islands in South China Sea (R) All Signals Point Once Again to War in Gaza (B) Netanyahu set to approve first West Bank settlement for 20 years (R) Years After 9/11 Chaos, U.S. to Build Wireless First-Responder Network (W) Industries & companies Airlines: Boeing Makes Billion-Dollar Bet on the 747 Hauling Cargo (B) Autos: Ford Hires BlackBerry Employees to Work on Connected Cars (W) Financials: Banks’ Trading Desks Not Invited to Stock Market Party (W) Restaurants: McDonald’s Upgrades Quarter Pounder, Using Fresh Beef (W) Retail: Amazon Wants Cheerios, Oreos and Other Brands to Bypass Wal-Mart (B) Retail: States’ Next Target on Sales Taxes: Sellers on Amazon (W) Telecom: Telecom Giants Get the OK to Mine Your Web History (W) Telecom: AT&T Lands Valuable Spectrum With Contract to Build First-Responder Network (W) Corporate finance US raids on cheaper rivals send Europe M&A soaring (FT) Chinese capital constraints send shock through global M&A (FT) Offbeat Jeff Bezos Is Now the World’s Second Richest Person (B) NASA’s $1 billion Jupiter probe just sent back breathtaking new images of the gas giant (BI) Best cruise ships in the world (BI)
wiar 3-30-17
March 30 (Thursday) Markets Opinion: The stock market’s strength has little to do with Trump (MW) Euro under pressure from ECB rumours (FT) Technology Santoli: Here’s why BlackRock is throwing in the towel on human stock picking (C) BlackRock’s machine strategy is like a self-driving car for stock-pickers (C) BlackRock Bets on Robots to Improve Its Stock Picking (W) BlackRock Cuts Dozens of Jobs and Fees in Stock-Picking Unit (B) The Upshot: Evidence That Robots Are Winning the Race for American Jobs (N) Domino’s Will Begin Using Robots to Deliver Pizzas in Europe (B) Central banks Fed’s Williams: Don’t ‘rule out’ more than three rate hikes this year (C) Fed’s Rosengren wants four rate hikes this year (C) US U.S. pending home sales surge to ten-month high ahead of spring (R) Homebuilders struggle to fill jobs ‘Americans don’t want’ (C) Old, rich Americans are loving life after Trump’s win (BI) Heroin use, addiction up sharply among U.S. whites: study (R) Europe May Calls for Friendly Divorce in Brexit Letter (B) U.K. Sets on Path to Unravel Ties With European Union (W) The Thorniest Numbers for Brexit Negotiators (B) All you need to know about Article 50 and the Brexit process (C) US politics Majority of Democrats in Senate Plan to Vote Against Gorsuch (W) Jared Kushner Versus the Bureaucracy (B) Amid White House Tumult, Pence Offers Trump a Steady Hand (N) Trump FDA Nominee Wants Lower Drug Costs With More Generics (B) Trump’s Health Secretary Won’t Say If Administration Still Supports Obamacare Repeal (B) States Weigh Wider Medicaid After Health Bill’s Demise (W) Russia Probe Stalls as More Questions Surround Nunes (W) Intel chair digs in (BI) Geopolitics & terrorism Whatever Happened to Free Trade? (W) General calls Iran ‘destabilizing’ force, suggests US ‘disrupt’ regime by military means (C) Nations Renew Climate Vows, Press Trump to Do Same (W) Industries & companies Autos: Ford to Expand U.S. Production of Trucks and S.U.V.s (N) Pharma: F.D.A. Approves First Drug to Treat Severe Multiple Sclerosis (N) Retail: Amazon and Facebook Hit Unexpected Obstacle in India: China (W) Tech: Samsung launches the Galaxy S8 with its own Apple Siri rival called Bixby (C) Offbeat Wealthy Backers Rush in to Shore Up Trump (B)
