What I Am Reading

March 17  (Friday) Markets YRI in the News: Where are the Bulls in This Bull Market? (W) The Market Is Acting Like the Fed Cut Rates Yesterday (B) Credit Suisse and UBS Tell Wealthy Clients the Same Thing: Buy Stocks (B) Currencies & commodities Despite U.S. Rate Increases, the Dollar’s Biggest Gains Look Done for Now (W) Treasury’s Mnuchin Repeats Long-Term Dollar Strength Is ‘Good’ (B) The Gold Party’s Back on After Yellen Reassures the Market (B) Central banks I Fed Sees 2 More Increases in 2017 (W) Fed Signals It Is Entering New Phase (W) Fed happy to walk into a run of rate rises (FT) Yellen’s Message: My Work Here Is (Mostly) Done (N) Yellen Calms Fears Fed’s Policy Trigger Finger Is Getting Itchy (B) Janet Yellen just made an unsettling admission about the economy (BI) Central banks II China Tweaks Policy to Get Comfortable With Fed’s Rising Rates (W) Fed-PBOC Moves Hint at Calibration Mooted a Year Ago at G-20 (B) US Philly Fed’s new order index highest in nearly 30 years (R) U.S. housing starts jump; weekly jobless claims fall (R) More Hiring and Quitting Points to an Improving Labor Market (W) Millions of Manufacturing Jobs Could Go Unfilled (B) Europe Europe Gets Reprieve in Dutch Election, But the Center Fragments (B) Dutch Vote Sets Tone for Coming Elections in Europe (W) Dutch PM Mark Rutte sees off election threat of Geert Wilders (GU) Italian debate on ditching euro grows louder (FT) Ireland cries foul over competition for Brexit moves (R) Theresa May rejects calls for new Scottish referendum (FT) US politics I Winners and Losers in Trump’s ‘Skinny Budget’ (B) These 80 Programs Would Lose Funding Under Trump’s Proposed Budget (B) Trump’s budget—and much of his agenda—is still stuck in the mud (C) White House wants to strip infrastructure funds to divert them to its own infrastructure plan (C) Trump Seeks Billions in New Spending for Border Wall (W) Trump Proposes Historic Cuts Across Government to Fund Defense (B) Budget Proposal Would Slice EPA Spending by Nearly a Third (B) Trump Seeks to Cut State Department, UN for ‘America First’ (B) US politics II Conservatives just dealt ‘Trumpcare’ a significant blow (BI) Republicans Explore Changes to Health Bill (W) Ryan Clings to Core of GOP Obamacare Bill (B) Trump’s Second Bid at Travel Ban Knocked Down by Two Judges (B) Trump Wiretapping Claims Rejected by Senate Intelligence Chiefs (B) Trump Says He Based Charge of Obama Wiretapping on Media Reports (B) Obtaining Land for Trump’s Border Wall a Daunting Task, Experts Say (W) Geopolitics & trade Deficits Are a Flawed Guide to Unfair Trade (W) G-20 Said to Be Stuck on Trade Language After German Nod to U.S. (B) Tillerson Tells North Korea It Has Nothing to Fear From U.S. (B) Tillerson to Press China Over North Korea Threat (W) China pledges firm response if Japan interferes in South China Sea (R) The King and Xi: Saudi Leader Pitches for China’s Billions (W) Behind Trump’s Russia Romance, There’s a Tower Full of Oligarchs (B) Industries & companies Autos: Trump, Easing Emissions Rule, Vows to Expand Auto Jobs (N) Autos: Tesla Returns to Wall Street as Musk Readies Model 3 Rollout (B) Financials: Insurers See Health-Care Premiums Increasing Significantly (W) Financials: Americans Shun Life Insurance, Forcing New Tactics at Prudential (W) Financials: Goldman Sachs Scoops Up Delinquent Mortgages (W) Retail: Venture capitalist Chamath Palihapitiya says Amazon close to a ‘natural monopoly’ (C) Tech: Oracle’s Cloud Business Drives Revenue Growth (W) Technology China Thinks It Has Figured Out Online Grocery Shopping (W) Offbeat Economists’ Costly Obsession With Demand (W) Great Barrier Reef faces unprecedented threat (FT) Best business class airline lounges around the world (NN)  

March 16  (Thursday) Markets The Fed just hiked rates for the 3rd time — that has a history of signaling a ‘major cyclical top for stocks’ (BI) With no recession on the horizon, we’re full speed ahead, Doubleline’s Gundlach says (C) Goldman Turns Cautious on Stocks as Fed Threatens to Upset Calm (B) Oil Oil at $40 No Problem as U.S. Drillers Snub OPEC With Hedges (B) Opec faces quandary as cuts fail to prop up prices (FT) Central banks Fed Raises Benchmark Rate as Inflation Approaches 2% Target (B) Here’s what changed in the new Fed statement (C) The Fed maintains 2017, 2018 rate forecast (C) The Fed’s New Dot Plot (B) Fed chief Yellen says stock gains figured into thinking on interest-rate hike (MW) Janet Yellen just took on the Fed’s $4.5 trillion question (C) Economic Scene: Fed’s Challenge, After Raising Rates, May Be Existential (N) US U.S. retail sales weakest in six months, inflation firming (R) Europe Francois Fillon placed under formal investigation (BBC) China Remark by China Premier Li Keqiang Stirs Questions About His Future (W) Japan Japan’s 7% Raise for Part-Time Workers Signals Wage Pressure (W) US politics Ryan to Stick With GOP Obamacare Bill Despite CBO Estimate, Aide Says (B) GOP Senators Say Health Bill Won’t Pass Unless Changed (W) Trump loyalists sound alarm over ‘RyanCare,’ endangering health bill (WP) Trump to Nominate Goldman Banker to No. 2 Treasury Post (W) Prerequisite for Key White House Posts: Loyalty, Not Experience (N) House intel committee: No evidence that Obama wiretapped Trump Tower’ (BI) Geopolitics & trade Turkey vows to mobilize Islamic world against Euro-fascism The US may send 1,000 troops to fight ISIS in Syria (BI) Espionage risk to US heightened as China’s military presses its domestic tech firms (C) Trump’s Top Trade Adviser Quietly Seeks an Alliance With Mexico (B) Russian Spy Agents Accused by U.S. of Masterminding Yahoo Hack (B) Industries & companies Autos: Trump Answers Auto Industry Call for Review of $33 Billion Rules (B) Energy: Energy companies feeling pain from Saudi Arabia production and low oil prices (C) Financials: Trump and Fed are throwing a party for banks (NN) Technology Google’s Schmidt Flags Promise in New Goodenough Battery (B) Offbeat Manhattan Residential Real-Estate Market Heats Up (W)

March 15  (Wednesday) Markets Where are the bears? Stocks go 104 days without 1% drop (C) Why Robert Shiller Is Worried About the Trump Rally (B) Trump Waiting Game Turns a Stock Picker’s Paradise Into ETF Land (B) Credit The Great Corporate Bond Rush of 2017 Persists as Fed Mulls Hike (B) Rising ‘Real’ Yields Signal Optimism on Economy (W) Bond market complacency over Fed risks painful end (FT) Junk’s stellar run under threat from a hawkish Fed (FT) Fund Investors Load Up on Property Debt (W) Oil OPEC’s oil production ticks down in February as Saudis cut output more deeply (C) How Plunging Oil Prices Are Hurting the Global Reflation Rally (B) Saudis stand by commitment to oil production cuts (FT) Central banks Central Banks Set to Signal Monetary Mood Has Changed (W) Fed to Hike But Avoid Signaling Faster Pace: Decision-Day Guide (B) Fed, in shift, may move to faster pace of rate hikes (R) CNBC survey: Look out for a more aggressive Fed this year (C) Federal Reserve Ponders How To Do The Big Unwind (B) Strategist Mark Grant says Trump Fed appointees may lack desire to hike rates (C) These Fed Officials Give the Best Policy Signal (B) US CEOs’ Economic Optimism Jumps by Most in Seven Years (W) Europe Wilders’s Party Slumps in Final Dutch Polls (B) Could France’s Marine Le Pen deliver Frexit? (FT) Brexit bill approval overshadowed by Scotland demand (FT) Scotland’s Next Independence Vote Needs Hard Facts (B) Emerging Why Emerging Markets Shouldn’t Fear the Fed (W) US politics I GOP Health Care Plan Takes Hit With CBO’s Dire Estimates (B) WH’s estimate of coverage losses under the GOP’s health care plan is even larger than the CBO (BI) Health Bill Would Add 24 Million Uninsured but Save $337 Billion, Report Says (N) Paul Ryan: The CBO report ‘actually exceeded my expectations’ (BI) “We disagree strenuously”: Trump team attack CBO’s unflattering “Trumpcare” report (BI) Trump Warns It Could Take Several Years for Health Costs to Drop (B) Health bill may cost more for low income seniors (C) Young People to Pay Less Under GOP Health Plan, CBO Says (W) US politics II Debt Ceiling Fight May Be Too Tempting for Trump to Pass Up (B) Justice Department seeks more time on Trump wiretap evidence (R) Steve Bannon and the Making of an Economic Nationalist (W) Preet Bharara: ‘Sheriff of Wall Street’ or Pragmatic Showman? (N) EPA Deputy Accused of Working With Monsanto to Kill Cancer Study (B) Geopolitics & trade Trump Nominee Lighthizer Says U.S. Can Do Better in Trade Negotiations (W) North Korea warns U.S. of ‘merciless’ strikes (R) The leading presidential candidate in South Korea could thwart US plans to counter the North (BI) To China, America Finally Looks Vulnerable (W) China waits to hear why Japanese warship going to South China Sea (R) Trump adviser makes first foray into MidEast talks (FT) Industries & companies Financials: FT Explainer: Dodd-Frank picked to pieces (FT) Corporate finance Saks Owner in Talks to Buy Neiman Marcus (W) VW Is Open to Fiat Chrysler Talks (W) Technology Intel’s $15 billion purchase of Mobileye shakes up driverless car sector (R) DeepMind Finds Way to Overcome AI’s Forgetfulness Problem (B) Offbeat Trump Force One Is Ready for Takeoff (B) U.S. Applications for New Zealand Citizenship Jump 70% (B) How To Build a Hack-Proof Smart Home (Mansion Global) When the Children Crashed Dad’s BBC Interview: The Family Speaks (W)

March 14  (Tuesday) Markets Despite Eerie Calm, Stocks Are Where They Should Be in the Rate Cycle (B) Traders Brace as Crucial Events Loom for Markets (W) The ETF Canaries Signaling Danger in the Credit Coal Mine (B) Wall Street Has Found Its Next Big Short in U.S. Credit Market (B) Pound Shows Resilience in Face of Second Scottish Referendum (B) Oil Crude prices are almost back to where they were when OPEC announced production cuts (BI) Drilling Boom in Hottest U.S. Oil Play Is Bad News for Gas Bulls (B) Central banks Fed Signal Could Revive a Problem for China’s Central Bank (W) These Fed Officials Give the Best Policy Signal (B) Europe Dutch Election Upended as Turkey Dispute Seen Aiding Wilders (B) May Enters Brexit Process in Strong Position, Though Threats Loom (W) Scotland to Seek Second Independence Referendum (W) China Fake China data: was it just one province? (FT) Japan Surprise fall in Japan January machinery orders raises doubts about recovery (R) BRICs Modi Win Spurs Jump in Indian Stock Futures, Rupee Forwards (B) US politics CBO Sees 24 Million More Uninsured, $337 Billion Deficit Cut With GOP Plan (W) Trump Gave CIA Power to Launch Drone Strikes (W) Schumer Warns of Government Shutdown Over Trump’s Border Wall (B) Geopolitics & trade Nations Gather to Recast TPP (W) Corporate finance Intel in $15 Billion Deal for Self-Driving Tech Firm Mobileye (W) Vista to Buy DH Corp for $2.03 Billion, Combine With Misys (B) Technology Intel Joins Silicon Valley’s Race to Make Best ‘Server on Wheels’ (W) Alexa and Cortana May Be Heading to the Office (W) How AI Is Transforming the Workplace (W) Offbeat Sugar and Salt Content Shrivels as Consumers Get Wise on Health (B)

March 13  (Monday) Markets Investors Brace for Week of Events That Could Rattle Markets (W) What Fund Flows Really Say About the Market (BR) Central banks Trump Wants Faster Growth. The Fed Moves for Restraint. (N) Cohn: Fed doing ‘good job,’ respects independence (R) Fed and Markets Align Despite Looming Interest Rate Increase (W) Is the Federal Reserve Using Overheated Data? (BR) Draghi Outlook Snaps Euro Interest-Rate Bears Out of Hibernation (B) ECB could lift rates while tapering QE (FT) US The $160 billion US manufacturing boom that started before Trump (C) U.S. Subprime Auto Loan Losses Reach Highest Level Since the Financial Crisis (B) Credit Reports to Exclude Some Negative Data, Boosting Scores (W) Your Pension Check May Soon Be Coming From an Insurance Company (W) U.S. Budget Gap Reaches 3.1% of GDP Over Past 12 Months (W) Europe Dutch Leader Takes Populist Turn to Fend Off Far-Right (W) Anti-Le Pen splits open a narrow path to victory (FT) FT Special: The Europopulists (FT) BRICs China Says Economy Showed Signs of Improvement in Start of Year (B) After $225 Billion in Deals Last Year, China Reins In Overseas Investment (N) Modi’s Party Wins Big in Indian State Election (W) US politics Republicans Pose Growing Challenge to Trump’s Trade Agenda (W) White House civil war breaks out over trade (FT) White House Pledges No One ‘Worse Off’ in Obamacare Replacement (B) The G.O.P.’s High-Risk Strategy for Health Law Repeal (N) Tillerson struggles to make his mark in Washington (FT) Trump Said to Weigh Political Risks of Firing CFPB’s Cordray (B) U.S. Attorney Fired After Refusing Request to Resign (W) McCain on Russia: ‘There’s a lot more shoes to drop from this centipede’ (BI) Geopolitics & trade Merkel to Warn Trump That U.S. Tax Changes May Spark Retaliation (B) Mnuchin to Focus on Currencies as G-20 Girds for Trump Era (B) Turkey-Netherlands Row Escalates as Dutch Deport Minister (W) Industries & companies Biotech: Resisting the Allure of Gilead (BR) Consumer: Norwegian Cruise Line Stock Could Rise 25% (BR) Industrials: Ball Corp.: The Can-Do Can Maker (BR) Retail: In Retail, Few Payouts Are Certain (BR) Tech: Uber Urges Drivers to Reject Unionization Effort in Seattle (W) Technology Next Top Fashion Designer? A Computer (W) Offbeat No Privacy: Chinese Feel They’re ‘Running Naked’ Online (W) Why market reporters lean towards negative news (FT) SEC Denies Winklevoss Application for a Bitcoin ETF (W)

March 11  (Saturday) Markets This Crazy, Expensive Market Is for Speculators Not Investors (W) The Market Is Suddenly Having Second Thoughts on Reflation (B) You Can’t Retire on the Trump Bump (B) Dimon Says Trump Has Reawakened ‘Animal Spirits’ in the U.S. (B) Hedge-Fund Trump Bump Turns to Slump (W) Insider Stock Buying Lowest in Three Decades (W) Oil The OPEC Deal Is Facing Its Biggest Test (B) OPEC Faces Quandary as U.S. Oil Inventories Swell (W) Oil Settles Below $50 a Barrel for the First Time in 2017 (W) Shale Billionaire Hamm Says Industry Binge Can ‘Kill’ Oil Market (B) Commodities & currencies Gold Suffers Worst Run Since October as Slide Below $1,200 Looms (B) Gold looks vulnerable if Treasury yields push higher (FT) Euro jumps as ECB declares victory against deflation (FT) Investors’ itch to switch to euro foiled by Le Pen (FT) Central banks ECB Keeps Bond-Buying, Rates Unchanged Amid Inflation Flare-Up (B) ECB Won’t Apply Brakes to Stimulus—Yet (W) ECB exit strategy need not mimic the Fed’s (FT) US U.S. Consumer Comfort Just Reached Its Highest Level in a Decade (B) U.S. Household Net Worth Reaches Record $92.8 Trillion (W) U.S. Infrastructure Gets ‘D+’ Grade from Civil Engineers (W) The Growing Gap Between Jobless Claims and Job Losses (W) Led by Baby Boomers, divorce rates climb for America’s 50+ population (Pew) Europe The economy that France’s next president will inherit (FT) Brexit Brings Absolutely `No Benefits’ — the View From Norway (B) Netherlands election in the words of Dutch voters (FT) China China Tries Again to Stitch Together a Unified Civil Code of Law (W) China’s Consumer Inflation Hits a Low Point (W) Emerging Micromanager-in-Chief Modi Upends How India Is Run (W) US politics GOP Health Plan Advances After Clearing Two Panels (W) ‘This Is Not the Obamacare Repeal Bill We’ve Been Waiting For’ (B) A Key Part of the GOP’s Plan to Overhaul the Tax Code Is in Deep Trouble (B) To Reduce Trade Deficit, White House Wants Partners to Buy American (W) Trump Begins to Map Out $1 Trillion Infrastructure Plan (W) Some States Aren’t Waiting for Trump to Fund Infrastructure (B) Pruitt Says EPA to Take More Cues From States (W) Are Trump’s Deleted Tweets Official Records? The House Oversight Committee Thinks So (W) Geopolitics & cybersecurity Senators Have More Questions After Viewing CIA Documents on Russian Influence (W) FBI Eyes Contractors in CIA Leak (W) It’s Time for VIPs to Take the Hacker Threat Seriously (W) Industries & companies Autos: Costlier Cars and Lost Jobs Give Trump Ammo to Ease Rules (B) Consumer: Soda Loses Its U.S. Crown: Americans Now Drink More Bottled Water (W) Energy: Energy sector weighs rewards and risks under Trump (FT) Financials: Senate Banking Panel Advances Series of Deregulatory Bills (W) Financials: Bank Analysts Signal End of Political Risk (B) Financials: AIG CEO Hancock to Resign as Insurer’s Turnaround Falters (W) Hotels: Hoteliers Cast Airbnb as Fast-Growing Professional Rival (W) Telecom: A World Without Wi-Fi Looks Possible as Unlimited Plans Rise (B) Corporate finance Shell Cuts Debt With $7.25 Billion Sale of Canada Oil Sands (B) PPG Makes $22 Billion Offer for Paint Rival Akzo Nobel, Is Rejected (W) Stronger signal for US telecoms M&A (FT) Airbnb completes $1bn fundraising (FT) Offbeat Chicago Wants to Be a Hub for China Stock Trading (B)

March 10  (Friday) Markets This Crazy, Expensive Market Is for Speculators Not Investors (W) The Market Is Suddenly Having Second Thoughts on Reflation (B) You Can’t Retire on the Trump Bump (B) Dimon Says Trump Has Reawakened ‘Animal Spirits’ in the U.S. (B) Hedge-Fund Trump Bump Turns to Slump (W) Insider Stock Buying Lowest in Three Decades (W) Oil The OPEC Deal Is Facing Its Biggest Test (B) OPEC Faces Quandary as U.S. Oil Inventories Swell (W) Oil Settles Below $50 a Barrel for the First Time in 2017 (W) Shale Billionaire Hamm Says Industry Binge Can ‘Kill’ Oil Market (B) Commodities & currencies Gold Suffers Worst Run Since October as Slide Below $1,200 Looms (B) Gold looks vulnerable if Treasury yields push higher (FT) Euro jumps as ECB declares victory against deflation (FT) Investors’ itch to switch to euro foiled by Le Pen (FT) Central banks ECB Keeps Bond-Buying, Rates Unchanged Amid Inflation Flare-Up (B) ECB Won’t Apply Brakes to Stimulus—Yet (W) ECB exit strategy need not mimic the Fed’s (FT) US U.S. Consumer Comfort Just Reached Its Highest Level in a Decade (B) U.S. Household Net Worth Reaches Record $92.8 Trillion (W) U.S. Infrastructure Gets ‘D+’ Grade from Civil Engineers (W) The Growing Gap Between Jobless Claims and Job Losses (W) Led by Baby Boomers, divorce rates climb for America’s 50+ population (Pew) Europe The economy that France’s next president will inherit (FT) Brexit Brings Absolutely `No Benefits’ — the View From Norway (B) Netherlands election in the words of Dutch voters (FT) China China Tries Again to Stitch Together a Unified Civil Code of Law (W) China’s Consumer Inflation Hits a Low Point (W) Emerging Micromanager-in-Chief Modi Upends How India Is Run (W) US politics GOP Health Plan Advances After Clearing Two Panels (W) ‘This Is Not the Obamacare Repeal Bill We’ve Been Waiting For’ (B) A Key Part of the GOP’s Plan to Overhaul the Tax Code Is in Deep Trouble (B) To Reduce Trade Deficit, White House Wants Partners to Buy American (W) Trump Begins to Map Out $1 Trillion Infrastructure Plan (W) Some States Aren’t Waiting for Trump to Fund Infrastructure (B) Pruitt Says EPA to Take More Cues From States (W) Are Trump’s Deleted Tweets Official Records? The House Oversight Committee Thinks So (W) Geopolitics & cybersecurity Senators Have More Questions After Viewing CIA Documents on Russian Influence (W) FBI Eyes Contractors in CIA Leak (W) It’s Time for VIPs to Take the Hacker Threat Seriously (W) Industries & companies Autos: Costlier Cars and Lost Jobs Give Trump Ammo to Ease Rules (B) Consumer: Soda Loses Its U.S. Crown: Americans Now Drink More Bottled Water (W) Energy: Energy sector weighs rewards and risks under Trump (FT) Financials: Senate Banking Panel Advances Series of Deregulatory Bills (W) Financials: Bank Analysts Signal End of Political Risk (B) Financials: AIG CEO Hancock to Resign as Insurer’s Turnaround Falters (W) Hotels: Hoteliers Cast Airbnb as Fast-Growing Professional Rival (W) Telecom: A World Without Wi-Fi Looks Possible as Unlimited Plans Rise (B) Corporate finance Shell Cuts Debt With $7.25 Billion Sale of Canada Oil Sands (B) PPG Makes $22 Billion Offer for Paint Rival Akzo Nobel, Is Rejected (W) Stronger signal for US telecoms M&A (FT) Airbnb completes $1bn fundraising (FT) Offbeat Chicago Wants to Be a Hub for China Stock Trading (B)

March 09  (Thursday) Markets Stocks Have Tripled Since Crisis, but Low Rates Are Still Squeezing Savers (W) A Freakish Calm Surrounds the Eight-Year Bull Market (B) Trump adviser Carl Icahn bets against the Trump rally (NN) David Tepper is long the market up to his eyeballs (BI) Bill Gross’s Bond Bear Market Looms as 10-Year Yield Nears 2.6% (B) Oil Oil Slumps to Lowest This Year on Record Supply (B) Oil Companies Take to Thrifty Bets (W) Central banks Fed to hike until ‘something breaks’: Gundlach (R) Global This indicator on the health of the global economy is growing at the fastest pace in 6 years (BI) US ADP Says Companies in U.S. Hired the Most in Almost Three Years (B) U.S. fourth-quarter productivity unrevised at sluggish 1.3 percent (R) Europe Schaeuble rejects U.S. criticism of German trade surplus (R) Germans Really, Really Love the Euro (B) China China’s Newest Economic Data Don’t Add Up (W) China posts first monthly trade deficit in three years as imports soar (R) Emerging Brazil tumbles deeper into its worst ever depression (C) US politics I GOP Set to Push Ahead on Health Plan Without a Price Tag (W) Republican governors are complaining about the GOP healthcare plan (BI) GOP Health Plan Sparks Debate Over Obamacare Comparisons (W) Trump Open to Changes in GOP’s Obamacare Replacement (B) How Tax Credit in GOP Health Plan Would Work (W) Republicans Give Rich Investors a Tax Break in Obamacare Revamp (B) US politics II GOP Is Divided on How, and Whether, to Pay for Tax Cuts (W) Border Tax Fans Fail to Consider Stronger Dollar (B) Trump guts regulations from Wall Street to coal mines (BI) Musk to join Trump at infrastructure meeting (R) White House budget chief expects to release budget next Wednesday (R) The man set to take the Trump hot seat at DoJ (FT) NSA Whistleblower Bill Binney Says Trump Is Absolutely Right About Wiretap Claims (US News) George Soros gave $246 million to partners of Women’s March (Washington Times) Geopolitics & trade China warns US and N Korea against ‘head-on collision’ (FT) WILBUR ROSS: ‘We’re in a trade war — we’ve been in a trade war for decades’ (BI) Nafta Talks Likely Won’t Begin Until Later This Year, Ross Says (B) Trump is suffering from trade deficit disorder (FT) Cybersecurity WikiLeaks Releases Trove of Alleged C.I.A. Hacking Documents (N) WikiLeaks File Dump Stirs Debate Over CIA Hacking (W) CIA planned to hack cars and trucks to carry out undetectable assassinations claims WikiLeaks (Mirror) Industries & companies Airlines: Discount Business Class? Thank JetBlue (W) Retail: Starbucks Loses Market Share After Competitors Roll Out Drink Deals (B) Tech: Google Adds More Cloud Customers, Nabbing Verizon From Microsoft (B) Tech: Amazon CEO’s Rocket Firm Blue Origin Emerges as Force in Aerospace (W) Offbeat Scientists Discover New State of Matter Called ‘Time Crystals’ (W) New Force on Wall Street: The ‘Family Office’ (W)

March 08  (Wednesday) Markets OECD Warns of ‘Disconnect’ Between Markets, Growth Outlook (W) The Volatility Puzzle: Can Political Uncertainty Make Markets Tamer? (W) Why the Bull Market May Die Under Trump (W) Fed Takes Fear Out of Markets as Volatility Plunges in Bonds, FX (B) Commodities The Shale Industry Is Scrambling to Catch Up to Its Own Boom (B) OPEC and Shale Learning to Coexist (W) Central banks As Eurozone Economy Strengthens, Divisions Within ECB Re-Emerge (W) Central Banks Are Stockpiling Foreign Reserves (W) US U.S. Posts Biggest Monthly Trade Deficit in Nearly Five Years (W) Consumer Borrowing in U.S. Posts Smallest Gain Since July 2012 (B) Europe German trade surplus sparks concern at home and abroad (FT) Dutch Populist Wilders Feels Trump Burn With Slide in Polls (B) Will EU core states leave rest behind after Brexit? (FT) Hungary Lawmakers Approve Tough Anti-Migrant Measure (W) Road map for eurozone investors shaken up (FT) China Are U.S., China Headed for ‘Hot War’ on Trade? (W) China’s Most Valuable Drugmaker Sees Sales Surge on Global Push (B) Emerging Russia Is Running on More Than Just the Black Stuff (B) Republican tax reform could shake up emerging economies (FT) US politics Conservatives Savage GOP Obamacare Plan Despite Trump Praise (B) GOP’s Health Plan Draws Skepticism on Capitol Hill (W) What Insurers Like and Dread About GOP’s Plan to Replace Obamacare (W) Q&A: How the House Plan to Replace Obamacare Would Affect Consumers (W) Top Earners Would Pay Less Tax Under GOP Health-Care Proposal (W) Donald Trump Presses Twitter Attack on Barack Obama (W) Geopolitics, trade, & cybersecurity Trump’s trade team yearns for the battling 1980s (FT) South Korea Gets First Parts of Missile-Defense System (W) China rebukes US for anti-missile shield in S Korea (FT) WikiLeaks Posts Purported CIA Hacking Documents (W) Industries & companies Autos: Mercedes Is Making the World’s Most Expensive SUV (B) Pharma: Trump Sends Pharma Stocks Down With New Tweet on Drug Prices (B) Pharma: Lower $1,000 Pill Price? We’d Love It, Says Express Scripts (B) Pharma: J&J’s legal costs surge in wave of product lawsuits (FT) Retail: Coming Soon to Your Local Mall: Celery and Dog Food (W) Tech: Bezos Gets First Paying Customer for Blue Origin Rocket (B) Tech: HP Enterprise to Acquire Nimble Storage for About $1 Billion (W) Technology How AI Will Change Everything (W) Offbeat Big data scramble in markets still relies on people (FT)

March 07  (Tuesday) Markets Global equities slip as Asia rattled by NK missiles (FT) Dollar Ticks Higher on Renewed Fed Optimism (W) Oil IEA Sees No Peak Oil Demand ‘Any Time Soon’ (W) US Americans could be killing the McMansion for good (BI) Europe Juppe says no to French presidential bid but slams candidate Fillon (R) Greek Economy Contracts, Complicating Bailout Talks (W) China China exerts control over hot debt markets (FT) China’s Steel Cutbacks Look Deeper Than They Are (W) The Big Problem With China’s Bridge and Tunnel Addiction (B) US politics I Forget the Border Levy. Here’s the Really Big GOP Tax Idea. (B) Auerbach (2016): The Role of Border Adjustments in International Taxation Auerbach (2010): A Modern Corporate Tax House Republicans Release Plan to Replace Obamacare (W) Trump’s New Travel Ban Swaps Chaos for Snooze as Prep Pays Off (B) U.S. to Temporarily Suspend Fast-Track Processing of H-1B Visas (W) If Trump Wants Growth, He’ll Need Immigrants (B) US politics II Former Intelligence Chiefs Dispute Trump’s Wiretap Allegations (B) White House spokesperson says Trump does not accept FBI denial over phone tap claims (BI) White House doubles down on Trump’s wiretap claims (BI) Trump’s Wiretap Tweets Raise Risk of Impeachment (B) U.S. Supreme Court Cancels Transgender Bathroom Showdown (B) Lawmakers Renew Calls for James Clapper Perjury Charges (US News) Geopolitics & trade North Korea fires four ballistic missiles (R) Trump adviser Navarro: U.S., Germany should discuss trade outside EU (R) U.S. Shift on Russia Pleases Europe, Worries Moscow (W) Russian Hackers Seek Hush Money From Liberal U.S. Groups (B) China Takes Heat on Trade, but Germany’s Power Continues to Grow (W) As Netanyahu faces police questioning, rivals look ‘post-Bibi’ (R) Industries & companies Autos: General Motors Waves Goodbye to Europe (B) Energy: Exxon Is Steering Its Construction Dollars Back to U.S. (B) Energy: Exxon’s $20 Billion Spending Plan Points to U.S. Energy Surge (W) Shipping: Hanjin Creditor Wins Court Approval to Sell Shipping Containers (W) Tech: Snap drops 12% to close below Thursday’s open price (FT) Tech: IBM, Salesforce Agree to Partner on Artificial Intelligence (W) Offbeat Rich Asian Millennials Pool Family Fortunes to Build Venture Fund (B)