What I Am Reading - 2017 • Yardeni Research

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What I Am Reading (2017)

December 2017

Technology
FT Series: The end of ownership (FT)

Cryptocurrency
Bitcoin Catches U.S. Regulators Off Guard (W)
Japan and South Korea at heart of cryptocurrency fever (FT)

Offbeat
Wildfires Scorch California Earth, and Its Air (W)
HQ Trivia App Puts On-Demand Generation on a Strict Schedule (W)

Dec 23 (Saturday)

Markets
S&P 500 set to break record with ‘perfect’ calendar year (FT)
Energy Investors: Behold the Miracle of the Tax Law (W)

US
U.S. New-Home Sales Surged in November to Highest Since 2007 (B)
U.S. Consumer Spending Rises, Savings Rate at 10-Year Low (W)
Demand for U.S.-Made Durable Goods Rises in November (W)
Subprime Auto Defaults Are Soaring, and PE Firms Have No Way Out (B)

Japan
Births in Japan drop to lowest level on record (FT)

US politics
With Tax Overhaul, Trump and the GOP Hit Reset on the Year (W)
Tax Cuts to Cost $1 Trillion After Growth, Official Study Finds (B)
Timing Is Vital as Companies Set Bonuses, Spending Before New Tax Law (W)
Billion-Dollar Writedowns Pile Up as Companies Analyze Tax Bill (B)
McConnell Unlikely to Tackle Entitlements in 2018 (W)

Industries & companies
Financials: Bank Stocks Need More Than Tax Cuts to Sustain Their Rally in 2018 (B)
Retail: Stores Have Edge Over Web in Fight for Last-Minute Shoppers (W)
Wireless: Apple’s New iPhones Get a Lukewarm Reception From Buyers (W)

Corporate finance
Boeing’s Attraction to Embraer: Following Airbus’s Flight Path (W)

Cryptocurrency
Bitcoin Plunges 25% in 24 Hours in Cryptocurrency Rout (W)
The History of Bitcoin Crashes Shows This Selloff Could Get Worse (B)

Dec 22 (Friday)

Markets
Are There Any Stock Bears Left in America? (B)

US
U.S. economy grows at fastest pace in more than two years (R)
U.S. Output Grew 3.2% in Third Quarter (W)
How the Cost of Rent Is Keeping Inflation in Check (W)
Fed Study Finds Continued Growth in Credit-Card Payments (W)
What the Reagan, Bush Tax Cuts Tell Us About Revenues (W)

Europe
Separatists claim narrow victory in Catalan election (FT)

China
Tech Titans Wage War in China’s Next Internet Revolution (W)

US politics
After Federal Overhaul, States Weigh Changes to Their Tax Codes (B)
Ryan Pushes Trump to Follow Tax Win With U.S. Welfare Revamp (B)
For Heavily Indebted Firms Like Dell, Tax Bill Delivers a Downside (W)
The Internal Divide Behind Trump’s CFPB Takeover (W)
Obamacare Sign-Ups Stay Strong at 8.8 Million Amid Obstacles (B)
House Democrats rally to protect Special Counsel Mueller (R)

Geopolitics
China’s HNA Faces Calls for Probe of U.S. Deals (W)
U.N. Rebukes U.S. for Jerusalem Move (W)
Trump Threatens Countries That Oppose His Decision on Jerusalem (W)

Industries & companies
Airlines: Boeing, Embraer in Talks Amid Scramble for Regional Jets (W)
FANGs: Apple Is the Most Valuable Public Company Ever. But How Much of a Record Is That? (N)
FANGs: Alphabet's Eric Schmidt to step down as executive chairman (R)
Financials: Fannie Mae, Freddie Mac receive $3 billion capital cushion (R)
Pharma: Diabetes Is Officially the Messiest Drug Market (B)
Restaurants: Papa John’s Founder to Step Down as CEO (W)
Retail: Sorry. Wrap It Yourself, Say Overwhelmed Online Shops (W)
Retail: Wal-Mart Suspends Shoplifting Punishment That Court Called ‘Extortion’ (W)

Corporate finance
China’s Didi Chuxing Raises $4 Billion in New Funding (W)
Spotify Closes In on Unusual IPO That Boxes Out Bankers (W)

Cryptocurrency
Goldman Is Setting Up a Cryptocurrency Trading Desk (B)
Cryptocurrency Founder Tries a New Play: Sell It All (W)
Singapore cryptocurrency cafe launches as regulators sound warnings (R)
Iced tea maker soars 500% after pivot to blockchain (FT)

Technology
Apple Is Developing an EKG Heart Monitor for Its Smartwatch (B)
Self-driving cars face a new test: snow (FT)

Dec 21 (Thursday)

Markets
Tax Bill Injects Calm Into Markets (W)
The Global Bond Market Is Having a Lousy Year-End (B)

Central banks
The challenges Yellen bequeaths Powell (Brookings)

US
Is Record High Consumer Debt a Boon or Bane? (FRB-SL)

China
China Shapes Economic Blueprint Around ‘Xi Jinping Thought’ (W)

US politics
Sweeping Tax Bill Heads to Trump for Signature (W)
Tax Bill Fixes Some Problems, but Exacerbates Others (W)
How the new tax bill encourages tax avoidance (Brookings)
Democrats Prepare to Run Against the GOP ‘Tax Scam’ in 2018 (B)
Senators Threaten Filibuster to Block Key Surveillance Law (W)

Geopolitics & cybersecurity
U.S. Seeks U.N. Ban on Ships Helping North Korea Dodge Sanctions (W)
North Korea Suspected in Theft at Bitcoin Exchange (W)

Industries & companies
Autos: Subaru Probes Potential Fabrication of Fuel-Economy Data (W)
FANGs: Amazon Puzzles Over the Perfect Fit—in Boxes (W)
Financials: Biggest financial regulation stories of 2017, and what to watch in 2018 (Brookings)
Tech: Big Tech Unlikely to Blow Tax Bonus (W)
Tech: The Outlook for Tech Stocks Grows Dimmer for 2018 (B)
Wireless: AT&T Will Give Workers $1,000 Bonuses to Celebrate the Tax Bill (B)
Real estate: Investors weighing if industrial real estate's hot streak to continue (P&I)
Restaurants: Chipotle Falls on Report of Possible Outbreak at L.A. Restaurant (B)

Corporate finance
BlackBerry Starting to Cast Closer Look at Acquisitions to Bolster Growth (W)

Cryptocurrency
Bitcoin Price Plunges, Recovers as Bitcoin Offshoot Blasts Off (W)
BANK OF AMERICA: Bitcoin is the 'most crowded' trade (BI)
MORGAN STANLEY: Investors pumped $2 billion into crypto funds this year — and 2018 will be bigger (BI)
What These Obscure Companies Were Doing Before They Pivoted to Crypto (B)

Offbeat
Worker ‘Idle Time’ Costs U.S. Employers $100 Billion a Year, Study Says (W)

Dec 20 (Wednesday)

Markets
The last time stocks were this quiet was the year the Beatles went on Ed Sullivan (MW)
U.S. Treasury Sales Are About to Double 2018. Who's Buying? (B)

US
U.S. Housing Starts Grew In November (W)
Drug and Alcohol Deaths at U.S. Workplaces Soar (W)
For roughly half of Americans, the stock market’s record highs don’t help at all (WP)

Japan
Kuroda Remains in Front in Guessing Game for Who Will Run BOJ (B)

China
China, Seeking Growth, Softens Focus on Cutting Debt (W)
Twelve Days in Xinjiang: How China’s Surveillance State Overwhelms Daily Life (W)

US politics
GOP Tax-Overhaul Bill Heads to Senate (W)
House to Vote Again on Tax Bill Tomorrow After Procedural Snag (B)
What the Tax Bill Means for Pass-Through Business Owners (W)
Tax Cuts to Test Republicans’ Economic Pledges (W)
Collins Slams News Coverage of Her Tax Vote as ‘Unbelievably Sexist’ (B)

Geopolitics & cybersecurity
Trump’s New National-Security Policy: Paper Tiger or Hidden Dragon? (W)
U.S. Blames North Korea for ‘WannaCry’ Cyberattack (W)

Industries & companies
FANGs: Germany Says Facebook Abuses Market Dominance to Collect Data (W)
Financials: A Massive Margin Loan That Went Really Wrong for Banks (W)
Shipping: FedEx Boosts Annual Forecast Amid Strong Start to Holiday Season (B)

Corporate finance
Blue chips drive borrowing binge to record $6.8tn (FT)

Cryptocurrency
Cryptocurrency Exchange Collapses, Files for Bankruptcy After Hack (W)
Good News! You Are a Bitcoin Millionaire. Bad News! You Forgot Your Password (W)
Bitcoin is big. But fedcoin is bigger. (WP)

Technology
Forget Phones. BlackBerry Is Pushing Software for Driverless Cars (W)
Amazon Echo Prices Turn Market on Its Ear (W)

Offbeat
Derailed Amtrak Train Was Traveling at 80 MPH in a 30 MPH Zone (W)
Atlanta Airport Blackout Exposes a Flaw in Backup Power Systems (W)
Retiring Early Just Might Kill You, Says New Research (B)

Dec 19 (Tuesday)

Markets
Money Markets Are Going Haywire, Blame the Government (W)
Tax Bill Jolts Municipal Bonds (W)
Tax Cuts Alone Didn't Spur This Bull Market, Credit Suisse Says (B)

Central banks
Fed’s Williams: Economy Heading Into 2018 With Good Momentum (W)
Fed’s Kashkari Warns Rate Rises Could Drive Economy Into Recession (W)

US
Homeowners Have Had It Good. Too Good, Says the Tax Bill. (N)
Trump Says Train Derailment Bolsters Case for Infrastructure Plan (B)
Divorce Is Making American Families 66% Bigger (B)

Europe
The future of Italy, in the words of voters (FT)
EU and disassembling Ikea’s tax-driven structure (FT)

Japan
Japan Tiptoes Out of Radical Experiment in Monetary Policy (W)

US tax reform
This One Weird Tax Trick Could Raise GDP, Shrink the Trade Deficit (W)
Tax Overhaul Strikes at Rich Tech Giants’ Overseas Profits (W)
These Are the Tricks States May Use to Get Around the SALT Deduction (B)
Sweeping Rewrite of Tax Code Sets Up Years of Challenges (W)

US politics
US lawmakers shaken as #MeToo engulfs Congress (FT)

Geopolitics
Trump Says ‘Unrivaled Power’ Is Key to U.S. Defense Strategy (B)
Trump’s National Security Focus Shifts to Russia, China (W)
Trump to accuse China of ‘economic aggression’ (FT)
China Flies Military Aircraft Into Airspace Claimed by Seoul (W)

Industries & companies
FANGs: Google’s Record Fine of $2.8 Billion Was a ‘Deterrent,’ EU Says (B)
Financials: Citi and BofA among US groups facing $50bn tax plan hit (FT)
Media: Disney Is Weighing Two Internal Candidates to Lead ESPN (B)
Retail: Bankrupt Toys ‘R’ Us Considers Closing at Least 100 Stores (B)
Tech: Seven and a Half Reasons to Be Optimistic About Tech in 2018 (B)
Tech: Why Big Tech wants to keep the net neutral (FT)

Corporate finance
Oracle to Buy Software Maker Aconex (W)
Thales to Buy Chip Maker Gemalto (W)
Tencent Teams Up With JD.com to Take on Alibaba (W)
HNA Group Seeking Sale of $6 Billion in Overseas Property (W)

Cryptocurrency
Investors Shell Out $700 Million for Coins With ‘No Purpose’ (W)
Sen: Crypto Mania Is About to Start Having an Impact on the Real Economy (B)

Dec 18 (Monday)

Markets
Stocks Stampede to New Highs on Tax News (BR)
Can the Passive Juggernaut Roll On? (BR)
Shaking Up the Market for Municipal Bonds (BR)

Central banks
Cutting Taxes and Raising Rates (BR)
BoJ meeting to end active month for central banks (FT)

US
U.S. Industrial Production Rose 0.2% in November (W)
Prosecutors Treat Opioid Overdoses as Homicides, Snagging Friends, Relatives (W)

Europe
Brussels probes Ikea in tax avoidance crackdown (FT)

US tax reform
GOP Is Poised to Pass Sweeping Tax Overhaul (W)
Mnuchin Defends GOP Tax Bill, Predicts Swift Passage (W)
Deduction Rollback Hurts High-Tax States, But Exodus Isn’t Assured (W)
Corporate Winners and Losers in GOP Tax Bill (B)
US companies set to be big Trump tax bill winners (FT)
American business has concerns on tax reform (E)

US politics
Government Shifts Gears on Fannie Mae, Freddie Mac (W)
Cornyn Says It 'Would Be a Mistake' to Fire Mueller (B)

Geopolitics, trade, & terrorism
How China’s “sharp power” is muting criticism abroad (E)
China Holdings of U.S. Treasuries Rise (B)
Putin Thanks Trump for Intelligence About Planned Terror Attack (W)

Industries & companies
Autos: The Fast and the Financed: China’s Well-Funded Auto Startups Race to Overtake Tesla (W)
Financials: Banks to Funds: Have Some Leverage With That Deal (W)
Financials: U.S. Insurers Win ‘Bermuda Loophole’ Fight (W)
Media: Get Ready for a Faster, Pricier and More Confusing Internet (W)
Media: Disney's `Last Jedi’ Blasts Its Way to $220 Million Opening (B)
Media: New Day for Media Stocks With Disney-Fox Deal (BR)
REITs: REITs on the Rebound: Where to Shop Now (BR)

Corporate finance
Humana and PE Firms in Talks to Buy Kindred Healthcare (W)
Why Refiners Are Expected to Give Their Tax Savings Right Back to Shareholders (W)
Chinese IPOs in the U.S. Are Saddling Investors With Big Losses (W)

Cryptocurrency
Bitcoin Futures Manipulation 101: How ‘Banging the Close’ Works (W)

Offbeat
America’s Public Company Accounting Oversight Board gets a new boss (E)

Dec 16 (Saturday)

Markets
Tax Overhaul May Reduce Supply of Corporate Bonds to Pensions (B)

Central banks
The Fed’s forecasts for the economy confirm what everyone already knows about the GOP tax cut plan (BI)
Fed’s Quarles to Recuse Himself From Matters Involving Wells Fargo (W)

US
U.S. Industrial Production Rose 0.2% in November (W)
The key to a secure retirement? Working longer (USA) | Paper

Europe
Germany’s SPD to hold exploratory talks with Merkel (FT)
EU Leaders Agree to Advance Brexit Talks (W)

US politics
Support From Rubio, Corker Bolsters Odds for Tax Bill Passage (W)
A Key Goal in Tax Reform, Simplicity, Isn’t Happening for Millions of Filers (W)
GOP Tax Plan's Top Rate of 37% to Hit Earners at $600,000 (B)
Everything You Need to Know About the GOP Tax Bill (B)

Geopolitics & terrorism
Boeing, Airbus Sales Imperiled as Trump Administration Formulates Iran Plan (W)
After New York Attack, Investigators Ask: Should ISIS Material Be Online? (W)

Industries & companies
Financials: Bank Stocks Can Fight the Fed, for Now (W)
Media: Fox Deal Adds Hulu to Disney’s Arsenal in Attack on Netflix (W)
Railroads: CSX Loses $6 Billion in Value After CEO Takes Medical Leave (W)

Corporate finance
Disney and Fox are up strongly after announcing their $52.4 billion deal (DIS, FOXA) (BI)
KKR to Buy Unilever’s Spreads Business for $8 Billion (W)
Harvard Agrees to Spin Out Real-Estate Team to Bain (W)

Offbeat
Can Robots Learn to Improvise? (W)

Dec 15 (Friday)

Markets
Small-Cap Slump Echoes Yellen Doubt on Tax Cut's Economic Impact (B)

Central banks
As Fed Tightens, Europe Hangs Loose (W)
ECB Keeps Policy Unchanged as Investors Seek Economic Update (B)
European Central Banks See the Prize of Inflation's Slow Return (B)

US
U.S. Worker Pay Is Having Its Worst Stretch Since 2009 (B)
Americans Spending More as the Holiday Season Continues (W)

US politics
One Less Senate Vote Could Mean More Headaches for GOP (W)
Rubio to Oppose Tax Bill Unless Child Credit Is Expanded (W)
A Christmastime Tax Cut for Some, a Lump of Coal for Others (W)
Trump Called Ryan About Report He Plans to Step Down (B)
Ryan Dismisses Speculation He’s Retiring, Lays Out 2018 Agenda (B)

Geopolitics
As China Courts Neighbors, New Images Show More Building in Disputed Waters (W)

Industries & companies
Airlines: Southwest Airlines Is Considering Using Tax Windfall to Order New Planes (B)
Financials: Wells Fargo Trims Staff in Its Giant Mortgage Unit (W)
Media: FCC Votes to Repeal Net-Neutrality Rules (W)
Media: 'The fight isn’t over': Tech erupts after the FCC's vote to kill net neutrality (BI)
Media: Business Insider Inc. Drops ‘Business’ From Its Name (W)
Pharma: Teva Pharmaceuticals to Cut 25% of Jobs in Huge Reshaping (N)
Retail: Tiffany boosted by Citi upgrade (FT)

Corporate finance
Disney to Acquire Fox Assets in $52 Billion Bet on Video Streaming (W)
What Disney Is Getting From Fox (N)
China’s Tech Startup Funding: The Wild West in the Far East (W)

Cryptocurrency
Initial Coin Offerings Surge Past $4 Billion—and Regulators Are Worried (W)
Deutsche Bank Says ‘Mrs. Watanabe’ Behind the Surge in Bitcoin (B)

Technology
This Toaster-Size 3D Printer Can Make Drugs (B)

Dec 14 (Thursday)

Markets
Currency Traders Are Having Their Worst Year Since 2006 (W)
OPEC Oil Output Falls to Six-Month Low but U.S. Fills Gap (W)

Central banks
Fed Raises Rates, Eyes Three 2018 Hikes as Yellen Era Nears End (B) | FOMC Statement
The Fed's New Dot Plot After Its December Meeting (B) | SEP
Bond Traders See the Fed's ‘Third Mandate’ Driving Rates Higher (B)
Janet L. Yellen Finishes to 'Standing Ovation' (WP)
Yellen's only regret as Fed chair: Low inflation (C)

US
U.S. Economic Expansion Could Become Longest on Record (W)
U.S. Consumer Prices Rose 0.4% in November (W)
Nearly 5 Million Americans in Default on Student Loans (W)
Millennials, Gen-X’ers and Boomers Are Still Poorer Than Before the Recession (W)
'It's the Grandparents Stealing From the Grandchildren' (Atlantic)

US politics
Final GOP Deal Sets 21% Corporate Tax, Cuts for Top Earners (W)
Republicans Pivot to a Slightly Less Generous Corporate Cut (BI)
Trump Promises ‘Giant Tax Cut’ and Money in Pockets by February (B)
With Alabama Loss, Trump and GOP Face Political Reckoning (W)
Minnesota Governor Appoints Lt. Gov. Smith to Replace Franken in Senate (W)
Rosenstein Says He Sees No Cause to Fire Special Counsel Mueller (B)

Geopolitics & trade
New Push for Fresh Dialogue With North Korea (W)
From German Faucets to Italian Chocolate, Trade Barriers Are Rising Again in Europe (W)
U.S., Japan Express Concern Over China’s Interest in Saudi Oil Giant (W)

Industries & companies
Autos: Toyota Sees Half of Sales Coming From Hybrids, EVs (W)
Autos: Famed Short-Seller Jim Chanos Says Tesla Headed for ‘Brick Wall’ (B)
Media: Electronic Arts Needs the Force to Awaken Again (W)
Retail: Walmart, Huge U.S. Employer, Will Let Workers Take Pay Before Payday (N)
Retail: Zara Shows Shrinking Profit Margins Despite Sales Increase (W)
Retail: Retailers Still Haven't Caught Up to Millennials (B)
Tech: How 2017 Became a Turning Point for Tech Giants (N)
Tech: The Economy Grows? Buy Tech! The Yield Curve Flattens? Also Buy Tech! (W)

Corporate finance
Jamie Dimon says tax cut will cause companies to buy back their own stock and that's not a 'bad thing' (C)

Technology
Google, Looking to Tiptoe Back Into China, Announces A.I. Center (N)

Cryptocurrency
Bitcoin: Electrifying Investment, Lousy Currency (W)
Fed chief Yellen says bitcoin is a 'highly speculative asset' (C)

Dec 13 (Wednesday)

Markets
Companies' actual tax rate may already be a shockingly low, calculates Wall Street economist Ed Yardeni (C)
‘Buy the Dip’ Has Never Been More Popular in U.S. Stocks (B)
Want to Make Money in Industrial Metals Next Year? Ask China How (B)
Rising Auto Sales Make a Rhodium ETF the Top-Performing Commodity Fund (B)

Central banks
As the Fed Deliberates, Amazon Is Making Its Job More Difficult (W)
For the First Time in Nine Months, the Market Expects Two Fed Hikes in 2018 (B)
Fed has failed to tighten financial conditions (FT)

US
How Highway Stimulus Spending Turned into a Dead End (FRB-SL)

Europe
Should we KoKo? SPD mulls way out of German impasse (FT)
EU Prepares to Discuss a Long-Delayed Trade Deal With Britain (W)

China
The West Faces Reality: China Won’t Become ‘More Like Us’ (W)

US politics
GOP Is Leaning Toward 21% Corporate Tax Rate (B)
U.S. Tax Plan Draws Ire Abroad, Prompts Calls for Cuts (W)
Here’s Where the GOP Tax Plan Stands Right Now (B)
Law professors published a 34-page list of ways people will game the GOP tax plan (BI)
Trump Rips Senator Over Her Calls for His Resignation (W)
Millions of People Post Comments on Federal Regulations. Many Are Fake. (W)

Geopolitics
How North Korea’s Global Financing Web Works Around Sanctions (W)

Industries & companies
Media: ‘Star Wars: The Last Jedi’ Review: Action and Angst of Galactic Proportions (W)
Media: Net Neutrality: A Case Study With JetBlue and Amazon (W)
Media: Facebook to Give Countries a Chance to Tax Its Profits From Local Ads (W)
Media: Facebook to stop booking ad sales through Irish HQ (FT)

Corporate finance
Boeing climbs to record high on $18bn buyback move (FT)
Unibail Who? French Mall Owner to Buy Westfield for $15.7 Billion (W)

Cryptocurrencies
SEC Halts a Real Initial Coin Offering (B) | Press Release
Bitcoin Debit Card May Be Behind 40 Percent Rally in Recent IPO (B)
What’s Fueling Bitcoin’s Rise? Millions of Asian Investors (W)

Dec 12 (Tuesday)

Markets
The hidden fear driving the market surge (NN)
Investors Move From Mutual Funds to ETFs in Search of Tax Trade (B)
Another Sign of Frothy Markets: Blank-Check Boom (W)

Central banks
Powell faces early test of policy view as tax cuts near approval (R)

US
Hiring Doesn’t Break Out, Even With Historically Low Unemployment (W)
Is There a Productivity Miracle Lurking in the Economy? (W)
FDA plans to curb prescription to fight opioid epidemic (FT)

Japan
JPMorgan Eyes Japan Real Estate on Bet BOJ Persists With Easing (B)

US politics
Treasury Defends Tax Plan in One-Page Analysis (N)
US Treasury Analysis
U.S. Treasury tax study slammed as 'fake math' by Democrats (R)
Small Investors Face Higher Taxes Under Senate Proposal (W)

Geopolitics & terrorism
Beijing Develops Plan to Counter Trump Tax Plan (W)
European Finance Chiefs Hit Out at U.S. Tax Plans (W)
EU Officials Urge U.S. to Not Go It Alone on Mideast Peace Efforts (W)
Botched Suicide Bombing Jolts New York, Injures 4 (W)
Times Square Subway Bomber Tells Police He's a Follower of Islamic State (B)

Industries & companies
Financials: Foreign-owned banks to be hit by US tax rules (FT)
Media: A Disney Deal for Fox Is Coming Within Days (B)
Pharma: FDA head favours generics to treat high drug prices (FT)
Retail: Retailers Help Shoppers Do the Markdown Math (W)

Technology
DeepMind Has Simple Tests That Might Prevent Elon Musk’s AI Apocalypse (B)
High-Tech Hedge Fund Hits Limits of Robot Stock Picking (W)

Offbeat
Stop Talking About Bitcoin’s Market Cap (W)
Saudi Arabia Lifts Decades-Old Ban on Movie Theaters (W)

Dec 11 (Monday)

Markets
Outlook 2018: The Bull Market’s Next Act (BR)
Our 10 Favorite Stocks for 2018 (BR)
Bitcoin Futures Trading Opening Brings Crypto to Wall Street (B)
Bank of Japan's $150 Billion ETF Binge Looks Likely to Slow Next Year (B)
Key to Trigger Market ‘Inflection' Is a 1% Real Fed Rate, JPMorgan Says (B)

Credit & commodities
BlackRock Is Buying the Bonds Most at Risk From Added Fed Hikes (B)
Electric-Vehicle Bulls Shake Up Metals Markets (W)

Central banks
Investors Told to Brace for Steepest Rate Hikes Since 2006 (B)
A Fed Rate Increase Is Expected. But What Comes Next? (N)

Europe
Merkel allies dismiss ‘United States of Europe’ call (FT)

China
Small Banks, Big Worry (B)
World's Largest Water Diversion Plan Won't Quench China's Thirst (B)

Emerging
EM Rally Could Party On (BR)

US politics
U.S. Sets January Push for $1 Trillion Infrastructure Revamp (W)
Senate Bill’s Marginal Tax Rates Could Top 100% for Some (W)
Wall Street lobbies against measure hitting high-tax states (FT)
Obamacare’s Individual Mandate: On Its Way Out, or Already Gone? (W)
Why Alabama Race is Moore’s to Lose (W)
Franken’s fall is good news for Big Tech (FT)

Geopolitics
China Is 'Not Optimistic' About North Korea's Standoff With the U.S. (B)

Industries & companies
FANGs: How Amazon Picks Its Seemingly Random Deals of the Day (W)
FANGs: Jony Ive Returns to Apple to Oversee Design Teams (W)
Financials: J.P. Morgan Chase’s Sapphire Reserve Card Gets a New Chief (W)
Pharma: US drugmaker raises price of vitamins by 800% (FT)

Corporate finance
Disney Deal for Fox Would End Era of the ‘Big Six’ Studios (W)
Will Media Deal Making Dethrone Netflix? (W)
Hospital Giants in Talks to Create U.S.’s Largest Operator (W)
CVS and Aetna: Will It Work? (BR)
Apple Close to Buying Shazam to Boost Music Business (W)

Technology
Meet Your New Boss: An Algorithm (W)
Google leads in the race to dominate artificial intelligence (E)
Rio Tinto puts its faith in driverless trucks, trains and drilling rigs (E)

Offbeat
The plastics suffocating life within our oceans (FT)
A 6-year-old boy is making $11 million a year on YouTube reviewing toys (BI)

Dec 09 (Saturday)

Markets
Trump Tax Cuts Will Fuel Economic Growth At The Right Time (IBD)
Home Depot is showing that corporate America may have other plans for tax savings (WP)

Central banks
Japan's Economy and Monetary Policy (BOJ)

US
Robust Job Growth Puts U.S. on Firmest Footing in a Decade (W)
Jobs Strong But Weak Wage Growth Could Fluster Fed (W)
U.S. Consumer Sentiment Fell Again in December (W)
Percentage of employed women working full time little changed over past 5 decades (BLS)

Europe
U.K., EU Reach an Agreement on Brexit Divorce Terms (W)

China
China's ballooning debt is a major threat to global financial stability, IMF warns (BI)
Jailed for a Text: China’s Censors Are Spying on Mobile Chat Groups (W)

US tax reform
Trump Backs Keeping State Income Tax Break With Cap, Gary Cohn Says (B)
Portman Says He’s ‘Pretty Confident’ on 20%: Tax Debate Update (B)
With Tax Overhaul, Sen. Collins Stretches Her Political Powers (W)

US politics
Mueller Says He’ll Provide Manafort With 2,000 ‘Hot’ Documents (B)
Trump Supporter Emailed Campaign About Public WikiLeaks Trove (W)
Arizona Republican Trent Franks Resigns From House (B)
Trump Might Have Already Created Some Jobs (B)

Geopolitics
Japan Missile Plans Put North Korean Bases Within Range (W)
Tillerson Urges ‘More Measured’ Saudi Arabia in Middle East (W)

Industries & companies
Airlines: Airports Want to Raise Ticket Fees. Airlines Say No. Fight Ensues (W)
Financials: Banks could take a $4.4 billion hit from new reforms (BI)
Financials: Trump Vows Punishment for Wells (W)
Media: With Disney-Fox Talks, Hopes Rise for a Greenlight on Sky (W)
Media: Disney Is Making a Killing On Star Wars (B)
Industrials: Caterpillar Unit Pleads Guilty in Railcar Case (W)

Corporate finance
CVS acquisition of Aetna affects $23 billion in retirement assets (P&I)

Cryptocurrency
Bitcoin Futures Promise Wild Ride for Risk-Loving Traders (W)
Bitcoin soared to over $19,000 on Coinbase — but the price on other exchanges is totally different (BI)
Hackers Steal $70 Million in Bitcoin (W)

Offbeat
Fires Continue to Spread in Southern California (W)

Dec 08 (Friday)

Markets
Tech sector strength leads Wall Street higher (FT)
Investors pour $1.5bn into financial sector funds (FT)
Deutsche Bank's Torsten Slok Names 30 Market Risks for 2018 (B)
ETF Investors Are Ditching Corporate Credit for Treasury Bonds (B)

Central banks
Fed regulatory chief eyes shift over bank stress tests (FT)

Europe
Schulz calls for ‘United States of Europe’ (FT)

Japan
Japan’s 3Q GDP Growth Revised Up to 2.5% on Capital Spending (B)

China
What Debt Problem? Chinese Firms in Their Best Shape in Years (B)
China aims to make IPO application process more transparent (R)

US politics
Exclusive: White House doesn't foresee shutdown, Trump wants 20 percent corporate tax (R)
Aide tries to refocus U.S. tax debate after Trump's corporate rate remark (R)
Republicans wrangle over scale of corporate tax cuts (FT)
Franken's Senate Fate and Moore's Future (B)

Industries & companies
Financials: JPMorgan's Dimon taking customer pricing hints from Amazon (R)

Cryptocurrency
Stunning Bitcoin Swings Promise Stop-and-Start Futures Sessions (B)

Dec 07 (Thursday)

Markets
Investors Down in December Are Still Up Big For the Year (B)
Tech Rout Drags Down Funds That Had Been Crushing Their Benchmarks (B)
Retail Investors Just Made a Historic Move Into U.S. Stocks (B)
China equities sell-off targets highest flyers (FT)
Wall Street’s Fracking Frenzy Runs Dry as Profits Fail to Materialize (W)

US
GDPNow model forecast is 3.2 percent on December 5, down from 3.5 percent on December 1 (FRB-ATL)
Goldman Sachs doesn't think the Republican tax bill would be a big boost to the US economy (BI)
The GOP Tax Plan Would Make America’s Housing Shortage Even Worse (B)

Europe
Brussels calls for creation of European Monetary Fund (FT)
Divided SPD faces tortuous choice on coalition talks (FT)

US politics
GOP Considers Allowing State Income Tax Deduction (B)
The fight over the Republican tax plan isn't over — here are the biggest differences between the House and Senate bills (BI)
The next tax shelter for wealthy Americans: C-corporations (Brookings)
Democrats Urge Franken to Resign (W)
Socialism, Capitalism Seen in New Light by the Young (W)

Geopolitics & terrorism
Apple’s Tim Cook: No Point Yelling at China (W)
China’s Blurry Cyber Laws Give U.S. Tech Companies No Security (W)
Trump recognises Jerusalem as capital of Israel (FT)
Putin announces he will seek re-election in 2018 (FT)
South Korea to create ‘drone-bot’ unit to swarm North (FT)

Industries & companies
FANGs: Apple will see up to $47bn potential tax benefit (FT)
FANGs: It’s Amazon’s World—But Do You Want to Live There? (W)
Financials: Why the CFPB showdown threatens the independence of financial regulator (Brookings)
Media: Robert Iger Likely to Extend Tenure as Disney CEO Past 2019 (W)
Retail: Wal-Mart’s New Name: It’s Not Just a Store Anymore (W)

Corporate finance
UnitedHealth to Buy Large Doctor Group for $4.9 Billion (W)
Home Depot to Launch $15 Billion Share Buyback (W)

Cryptocurrency
Bitcoin posts another record high as JPMorgan touts its potential as 'emerging asset class' (BI)
Big banks push back on bitcoin futures plan (FT)
Proxies for Bitcoin Slump as Crypto Goes Mainstream (B)
Hedge Funds Try a Quant Approach to Tackling Cryptocurrencies (B)

Offbeat
Could Crispr Help to Knock Out Superbugs? (W)
Thousands Evacuate in Southern California as Wildfires Grow (W)

Dec 06 (Wednesday)

Markets
Potential Winner from Tax Overhaul: Corporate Bonds (W)
Don't Call It a Rotation. Here's What Likely Happened With Tech (B)

ETFs
US tech-focused ETF duo hit by $1.57bn outflows (FT)
ETF providers better bet than products they sell (FT)
Disrupt This! Innovation ETFs are storming the market (R)

Central banks
Senate Panel Advances Powell’s Nomination as Fed Chairman (W)

US
Export Growth Stalled in October, Potentially Dragging Down GDP (W)
U.S. Service Sector Remains Strong (W)
Want That House? You’d Better Pay in Cash (W)

China
Alibaba’s Jack Ma to U.S. Companies: Stop Whining About China (W)
The Underclass That Threatens Xi’s ‘China Dream’ (W)

US politics
After Tax Overhaul, GOP Will Pivot to Revamping Welfare (W)
Companies Push to Repeal AMT After Senate’s Last-Minute Move to Keep It Alive (W)
Chief Senate Tax Writers Prefer AMT Repeal (B)
Gundlach says 'strange environment' to be cutting U.S. corporate taxes (R)

Geopolitics
Why the U.S. Considers Kim a ‘Rational Actor’ (W)

Industries & companies
FANGs: Google Changes Game Plan in India to Accommodate Soaring Demand (W)
FANGs: Google pulls YouTube from Amazon devices, escalating spat (R)
Shipping: UPS, Overwhelmed by Online Orders, Warns of Delivery Delays (W)
Tech: Nvidia Stands Out in Management Top 250 Rankings (W)

Corporate finance
Nestlé to buy vitamin maker Atrium for $2.3bn (FT)
Disney's bid for Fox assets gains momentum: sources (R)

Cryptocurrencies
NYSE Owner Says ‘We May Be Stupid’ for Waiting on Bitcoin Futures (B)

Offbeat
The 250 Most Effectively Managed U.S. Companies (W)

Dec 05 (Tuesday)

Markets
Early gains for S&P 500 evaporate as techs sell off (FT)
Wall St sets new records on tax breakthrough (FT)
What to Consider Before You Dash Into Cash (W)

Central banks
Fed’s Harker tells us why next year is a wild card for rate hikes (BI)
Richmond Fed Picks McKinsey Executive Thomas Barkin as President (W)
Kuroda ambiguity leaves traders guessing BoJ’s path (FT)

US
Americans’ Nest Eggs Have Never Been Bigger (B)
Want a New Job? This Is What Employers Require From Their Workers (W)

Europe
Europe Starts Seed Fund to Keep Small Tech From Leaving (W)
Brexit deal falls through over Irish border dispute (FT)

Japan
Blame Japanese Banks for the Flat Treasury Curve, Citigroup Says (B)

China
China’s Infrastructure Binge Is Set for a Major Slowdown (B)

US politics
GOP’s Late Changes to Tax Legislation Buoy Key Industries (W)
Senate's ‘Unpleasant Surprise’ Hurts Tax Breaks for Tech, Others (B)
Businesses Push to Repeal Corporate AMT (W)

Geopolitics & cybersecurity
U.S. Defies North Korea With Drills Involving 230 Aircraft (B)
New CFPB Chief Curbs Data Collection, Citing Cybersecurity Worries (W)

Industries & companies
FANGs: Apple’s First Medical Study Signals Broader Health Ambitions (W)
Pharma: Montana Is Latest State to Sue Purdue Pharma Over Opioid Crisis (W)
Retail: How Dollar General Became Rural America’s Store of Choice (W)
Restaurants: Starbucks opened a super-sized gourmet location in China — here's what it looks like (BI)
Restaurants: McDonald's will roll out its Dollar Menu replacement in January as fast-food price war heats up (BI)

Corporate finance
The CVS-Aetna Gamble: Health Giant Not Built Around Doctors (W)
Pressing for a Deal, Broadcom Wants to Remake Qualcomm Board (W)
Mastercard to repurchase up to $4 billion of its shares (BI)

Technology
This CEO Sees Robot Taxis and Delivery Cars Coming in 2018 (B)
Even Robots Are Joining the Bitcoin Craze as Quants Seek an Edge (B)
Is It Time to Regulate Bitcoin? (W)

Offbeat
‘House of Cards’ Will Return on Netflix, Without Spacey (W)

Dec 04 (Monday)

Markets
U.S. Tax Changes Could Ripple Through Markets (W)
Overseas Investors (Finally) Join the U.S. Stock-Market Party (W)
Mutual Funds May Be Over Those Big FANG Names, Goldman Data Show (B)

Central banks
Will Fed Catch Digital-Currency Fever? (W)
Richmond Fed Said to Tap McKinsey's Barkin as Its President (B)

US
A Major Risk of Tax Reform: Rising Inflation (BR)

Europe
France’s Republicans look to rebuild from the right (FT)

China
A $5 Billion Fund Manager Says Fears of China Are Overblown (B)

US politics
Senate Passes Tax-Cut Bill in Milestone Move Toward Overhaul (B)
‘Unbeatable’ Trump Hints at Wiggle Room on Corporate Taxes (B)
Passage of Senate Tax Bill Puts R&D Tax Credit in Doubt (W)
Senate Tax Revisions Mostly Favorable to Venture-Capital Firms (W)
How Tax Bill Emerged From a Late Night of Deal Making (W)

Geopolitics & cybersecurity
Rocket man extends a hand (E)
Banks Build Line of Defense for Doomsday Cyberattack (W)
Internet Must Have Security, Humanity, Apple CEO Tells China (B)

Industries & companies
Autos: Fiat Chrysler in Talks With Hyundai on Partnership (B)
Autos: As GM’s Sales Rise in China, So Do Its Risks (W)
Consumers: After a Banner Year, J&J Can Still Rise Further (BR)
Financials: Big six US banks add $170bn to trading firepower (FT)
Financials: Banks Still Have Room to Run (BR)
Media: Pixar’s ‘Coco’ Remains at Top for Second Week (W)
Media: Disney Re-Engages in Talks to Buy 21st Century Fox Assets (W)
Media: Fox revives talks on $50bn asset sale to Disney (FT)
Tec: Tech Giants’ Shadows Fall Over Promising Start-Ups (BR)

Corporate finance
CVS to Buy Aetna for $67.5 Billion, Remaking Health Care Sector (B)

Technology
“Aiera, Why Do You Like Amazon Shares?” (BR)
Bitcoin Storms Wall Street (BR)

Dec 02 (Saturday)

Markets
Despite 58 panic attacks, this market is actually melting up, says Ed Yardeni (C)
Wall Street falls on Russia probe, but tax hopes soften blow (R)
Tech stocks cede ground to beneficiaries of tax cuts (FT)
Mutual funds cut exposure to high-flying ‘FAAMG’ stocks (FT)

Central banks
Top Fed Official Sees No Need for Fiscal Stimulus at Time of Solid Growth (W)
Fed's Bullard Warns Yield Curve May Invert in a ‘Bearish’ Sign (B) | Presentation

Global
Global manufacturing hits multiyear high (FT)

US
Jobs galore but when will wages finally pick up? (R)
Shoppers Say They Hate Christmas in October, but Stats Show They Don’t (W)
Once-Monthly Opioid Addiction Injection Cleared for U.S. Sales (B)

Europe
Schulz sets tough agenda for German coalition talks (FT)

Japan
Prices Begin to Rise in Deflation-Wracked Japan (W)

US politics
GOP Says It Has Votes for Tax Bill (W)
Flynn Pleads Guilty, Agrees to Cooperate (W)
Trump Rejects Reports That Tillerson Is Being Ousted From State (B)

Geopolitics
Seoul says North Korea puts Washington in range, but needs to prove critical technology (R)

Industries & companies
Autos: Detroit Puts Profits Over Revenue With Declining Rental-Car Sales (W)
FAANGs: Amazon’s Venture Into Groceries Hasn’t Unnerved Investors (B)
Retail: US retailers lure customers with spas and parties (FT)

Corporate finance
Blackstone Offers $6 Billion for Petrobras Pipeline (B)

Cryptocurrency
Bitcoin Futures to Start Trading as Regulator Gives Thumbs Up (W)
Bitcoin Futures Are a Bet That Digital Money Will Take Over the World (B)
Bitcoin Is the World’s Hottest Currency, but No One’s Using It (W)
A 'Big Four' accounting firm is accepting bitcoin payments (BI)

Dec 01 (Friday)

Markets
Markets Pass Another Milestone, as Investors Remain Fearless (N)
Dow Index Surges to Its First Close Above 24000 on Tax Hopes (W)
JPMorgan Stares Into a $1 Trillion Bond Abyss and Is Bullish (B)
OPEC Agrees to Limit Oil Output Through 2018 (W)

Central banks
Senate Banking Committee to Vote on Powell Nomination Tuesday (W)
Mester Joins Powell Seeing Case Building for December Fed Hike (B)
The Fed has no plans for its own cryptocurrency — at least for now (BI)

US
Confidence in the Economy Rises Over Thanksgiving Week (Gallup)
American Incomes, Spending Rose Briskly in October (W)
5 ways the U.S. workforce has changed, a decade since the Great Recession began (Pew)

Europe
German Politics May Be a Mess, But the Economy Is Soaring (W)

China
Is China’s Central Bank Losing Its Monetary-Policy Mojo? (W)
China’s Tech Giants Have a Second Job: Helping Beijing Spy on Its People (W)

US politics
Senate Tax Bill Hits Obstacle Over Deficit Concern (W)
Senate Tax Plan Won’t Pay for Itself, Analysis Says (W)
Trump considers replacing Tillerson with Pompeo (FT)

Geopolitics
U.S. Rejects China’s Bid for ‘Market Economy’ Status (W)
South Korea Shows Plan to Strike at North’s Missiles (W)

Industries & companies
Autos: GM Aims for Self-Driving Taxi Fleet by 2019 (W)
FANGs: Amazon Plans to Send Alexa to the Office (W)
Industrials: GE’s Successful Effort to Change GOP Tax Bill Shows Lobbying Clout (W)
Tech: Can Antonio Neri Revive HP Enterprise After Meg Whitman? (W)

Corporate finance
CVS Closes In on Aetna Deal (W)

Technology
Elon Musk's Battery Boast Will Be Short-Lived (B)
Machines ‘beat humans’ for growing number of tasks (FT)
There's a 'fatal' flaw in cryptocurrencies which means they can never be real currencies (BI)

Offbeat
The Unauthorized Guide to ‘Star Wars: The Last Jedi’ (W)

November 2017

Nov 30 (Thursday)

Markets
Selloff Wednesday Pauses Tech-Stock Surge (W)
Tech Moguls Lost $7.6 Billion in Today's Wipeout (B)
Goldman Warns That Market Valuations Are at Their Highest Since 1900 (B)
Anticipation Is High for Continued OPEC Cuts (W)

Central banks
Dudley Says Fed Has Started Thinking About Official Digital Currency (W)
Yellen Says Fed Will Continue Path of Gradual Rate Increases (W) | Testimony
There's a huge difference between Janet Yellen and Trump's pick to succeed her (BI)
Marvin Goodfriend Is Nominated to Be a Fed Governor (B)
ECB bond buying changes universe of top tier debt (FT)

US
U.S. Economy at Full Potential for First Time in a Decade (W)
More U.S. Workers Say They’re Struggling (W)
American Farm Towns, With Changing Priorities, Reject Industrial Agriculture (W)
McKinsey: Jobs Lost, Jobs Gained: Workforce Transitions in a Time of Automation

US politics
Corporate Tax Rate in Flux as Senate Nears Initial Vote (W)
Tax-Bill Foes Find Rich Target in Trump (W)
AT&T CEO, Among Trump's ‘Defenders,’ Felt Blindsided by DOJ Suit (B)

Industries & companies
Autos: Will Tesla Die for Lack of Cobalt? (W)
FANGs: FANG's $60 Billion Wipeout Is Most in One Day Since Facebook IPO (B)
Financials: Wells Fargo Faces New Wrath Over Auto, Lending Units (W)
Media: Lauer’s Exit Leaves NBC’s $500 Million Franchise in Crisis (W)
Pharma: HHS Nominee Says He Has Prescription to Lower Drug Costs (W)
Tech: Uber's very bad year has gotten worse (BI)

Corporate finance
S&P warns China’s HNA over ‘aggressive’ financing (FT)
Siemens’ unit to be Germany’s largest IPO since 1996 (FT)

Cryptocurrency
Bitcoin Mania Interrupted, for Now, After Outage Triggers Selloff (B)
Small Investors Latch On for Bitcoin’s Wild Ride (W)
This Is What Could Pop the Bitcoin Bubble (B)
Goldman Says the Bitcoin Haters Just Don’t Get It (B)
What Is Bitcoin? Not What You Think (W)

Offbeat
Pulling Iron From Brain May Offer Hope in Alzheimer’s Fight (B)
Porsche Introduces the World’s Most Powerful Luxury Sedan (B)

Nov 29 (Wednesday)

Markets
Stocks Close at Record Highs After Powell Testimony (B)
What to Worry About in This Surreal Bull Market (B)

Central banks
Fed nominee Powell, once hawkish, now champions Yellen's focus on jobs (R) | Remarks
Powell Suggests Fed Is Likely to Raise Rates in December (W)
Big Questions for the Fed, But Senators Didn't Press Powell (B)

Global
OECD Sees Global Economic Growth Reaching Seven-Year High (W)

US
Home Prices in 20 U.S. Cities Rise by Most Since Mid-2014 (B)
Older Millennials Were the Biggest Spenders During Holiday Weekend (B)

China
Resolving China's Zombies: Tackling Debt and Raising Productivity (IMF)

Emerging
Vietnam Sheds Its Minnow Status (B)

US politics
Two GOP Senators [Corker and Collins] Voice Optimism on Tax Overhaul as Bill Clears Panel (W)
GOP Tax Plan Heads to Senate Floor for Vote Likely This Week (B)
Flynn’s Promotion of Nuclear-Plant Plan Went Deep Into White House (W)

Geopolitics, trade & cybersecurity
North Korea Fires Test Missile, First Since September (W)
Trump Says ‘We Will Take Care of’ North Korea Missile Launch (B)
U.S. to Probe Chinese Aluminum as It Presses Beijing on Trade (W)
Strange Bedfellows: Democrats and Trump Blow Up 20-Year Consensus on Trade (W)
Chinese Firm Behind Alleged Hacking Was Disbanded (W)

Corporate finance
Siemens Tees Up Health-Care IPO in One of Biggest European Deals in Years (W)
SoftBank Bids to Buy Uber Shares for 30% Less Than Current Value (B)
The owner of Arby's will buy Buffalo Wild Wings for $2.9 billion (BI)

Cryptocurrency
Wall Street's Playing Catch-Up at a Crypto Conference It Used to Ignore (B)
Jack Bogle Says ‘Avoid Bitcoin Like the Plague’ (B)
Novogratz Says Crypto Will Be ‘Biggest Bubble of Our Lifetimes’ (B)
Blockchain’s Peter Smith: The Promise of Virtual Currency Systems (IMF)

Offbeat
Autos: Tesla Truck Gets an Order from DHL as Shippers Give New Vehicle a Try (W)

Nov 28 (Tuesday)

Markets
Cautious trade follows fresh China stocks sell-off (FT)
Investors Find Little Value in Value Stocks, So Watch for the Rebound (W)
Credit boom sees investors scaling risk curve (FT)

Central banks
Fed Chairman Nominee Powell Likely Faces Smooth Path to Confirmation (W)
What's Down with Inflation? (FRB-SF)
ECB Says Bad-Loan Market Could Be Aided by an Actual Market for Bad Loans (B)

US
Entry Level Buyers Drive Solid New Home Sales (W)
Taxes Are Low in the U.S., But Other Stuff Is Expensive (B)
Blue-collar wages are surging. Can it last? (E)

Europe
Schulz puts stronger EU on coalition wishlist (FT)

Emerging
Mexico finance minister quits to run for president (FT)
Putin Has a Rebellion Brewing in His Backyard (B)

US politics
Senators Seek Changes to Tax Bill as Busy Week Kicks Off (W)
GOP Holdout Seeks Bigger Pass-Through Break (B)
Tax-Hike Fears Trigger Talk of Exodus From Manhattan and Greenwich (B)
Two Camps Assert They Each Have Control Over CFPB (W)

Industries & companies
Media: Pixar's 'Coco' tops 'Justice League' to win the Thanksgiving weekend box office (BI)
Pharma: Teva’s New CEO Starts Turnaround Plan at Struggling Drugmaker (W)
Retail: Cyber Monday Boosts Online Retail Stocks (W)
Retail: Shoppers browse stores, buy online as Black Friday deals beckon (R)
Retail: Retailers’ Emails Are Misfires for Many Holiday Shoppers (W)
Retail: Produce or Else: Wal-Mart and Kroger Get Tough With Food Suppliers on Delays (W)

Corporate finance
Uber Hack Clouds Valuation as SoftBank Readies Bid (W)
Meredith looking to dismantle Time Inc after $2.8bn deal (FT)

Nov 27 (Monday)

Markets
Who’s Afraid of a Melt-Up? (BR)
Market Notches New Highs—and Inspires New Fears (BR)
Big Gains, Tiny Stocks (BR)
If They Build It, These Stocks Should Rally (BR)
A Bullish Case for Oil Prices (BR)

Global
OECD Special Feature: Complementary Indicators of Tax Revenues
As Global Governments Raise Taxes, U.S. Revenues Are Already Falling (W)

Central banks
What the Fed Really Might Fear: A Bear Market (BR)
Fed’s Plan for 2017 Nears Completion—but View for 2018 Is Fuzzy (W)
Here’s What the World's Central Banks Really Think About Bitcoin (B)

US
The Economy Is Humming, but Businesses Aren’t Borrowing (W)

Europe
German politics: How to break the deadlock in Berlin (E)
‘Grand coalition’ best option, says conservative Merkel ally (FT)

Japan
Corporate Japan hit by severe labour shortages (FT)
Behind Abe's Biggest Reform Win, Old Japan Inc. Culture Lives on (B)

China
Early China Indicators Signal That Economy Cooled in November (B)
China's Top Bond Fund Says Rout May Worsen (B)
Chinese tech shares set for burst-bubble scenario (FT)
In search of women: A distorted sex ratio is playing havoc with marriage in China (E)

Emerging
How to Play Emerging Markets Now (BR)

US politics
Congress Prepares for Year-End Legislative Sprint (W)
Tax Bill Target: Companies That Have Done Inversions (BR)
Inheritance tax: A hated tax but a fair one (E)
American taxes are unusually progressive. Government spending is not (E)
Trump backs Moore to ensure passage of tax reform (FT)
John Conyers to Step Aside as Top Democrat on House Judiciary Committee (W)

Industries & companies
Autos: Recalls Mount During Ford’s Reinvention Push (W)
Consumer: How Sweet It Is: Rising Sales Could Lift Mondelez (BR)
Retail: Black Friday Kicks Off, With Upbeat Shoppers and Fewer Discounts (W)
Retail: Inside the Wal-Mart vs. Amazon Battle Over Black Friday (W)
Tech: The Promise or Peril of the New Cloud Technology (BR)
Tech: Post-Whitman World Won’t Be a Picnic for HP Inc., HPE (BR)
Tech: Uber, Just Pretend You’re a Public Company (BR)
Wireless: Verizon Calling: Why Its Stock Looks Cheap (BR)

Corporate finance
Meredith Agrees to Buy Time Inc. for $1.85 Billion (W)
After the Buyback Binge (BR)
AT&T, Time Warner, Face Antitrust Concerns (BR)

Cryptocurrency
Bitcoin Euphoria Drives It Up $1,000 in Single Day (B)
Bitcoin Futures: Risky Business for Cboe, CME (BR)

Offbeat
Me, myself and iPhone: Teenagers are growing more anxious and depressed (E)

Nov 25 (Saturday)

Markets
S&P 500 Powers Through 2600 (W)
Wall Street’s 2017 Market Predictions: Pathetically Wrong (W)
The Changing Face of the Corporate Bond Market (W)

Central banks
Have Trillions of Fed Dollars Broken a Bond Market Warning Sign? (W)
Fed on Track for December Rate Rise, but Inflation Worries Persist (W)
ECB Officials Differed on QE at October Meeting (W)
Cryptocurrencies Don't Belong in Central Banks (B)

Global
As Glo bal Governments Raise Taxes, U.S. Revenues Are Already Falling (W)

Europe
Eurozone Data Point to Strengthening Recovery (W)
Germany's SPD Decides to Accept Negotiations With Merkel (B)
Europe’s banks shed UK-related assets (FT)

China
Chinese tech shares set for burst-bubble scenario (FT)

US tax reform
Senate Republicans to Huddle With Trump on Taxes (W)
Tax Bill’s Fine Print: Making It Tougher for Cities, States to Refinance Debt (W)
The GOP Tax Plan Is Entering Its Make-or-Break Week (B)

US politics
Trump Takeaway on Tech: Enforcement Over Regulation (W)
Trump Sets Up Clash Over CFPB Leadership by Installing Mulvaney (B)
Flynn Cooperating With Prosecutors Could Be Dangerous for Trump (B)
The Math Behind Mark Cuban’s Trump Tweet (B)
The political power of the information cascade (FT)

Geopolitics & terrorism
At Least 235 Killed, Scores Injured in Egypt Mosque Attack (W)
N Korean defection sheds light on pop culture’s influence (FT)

Cybersecurity
Uber CEO Knew of Hack for Months (W)

Industries & companies
Energy: German Wind Power Beats Hard Coal, Nuclear Power for First Time (B)
Media: YouTube Deals With Another Advertiser Backlash (W)
Retail: Upbeat Shoppers but Fewer Discounts This Black Friday (W)
Retail: Retailers, Logistics Providers Scale Up Warehouses for Online Sales (W)
Retail: Retailers look to Black Friday to regain momentum (FT)
Retail: How Adidas Beat Nike at the Old School Game (B)
Tech: Veteran investors lead the big bet on tech shares (FT)

Corporate finance
Firms Cut Buybacks as Stocks Become Expensive (W)

Technology
Can’t Wait Until Payday? Apps Give Instant Access to Wages (W)

Offbeat
Social Media Is Seen Fueling the Fire of Violent Crime (W)
Business Is Booming for America’s Survival Food King (B)

Nov 21 (Wednesday)

Markets
The Breadth of the Stock Market Shows It’s Not 1999 All Over Again (B)
Bull Market Has Long Memory of Bearish Times (W)
Tech Boom Creates New Order for World Markets (W)
Half Emerging-Market Bond Index Faces Election Risk in 2018 (B)
Commodity Bulls Ignoring a Few Large Elephants (W)

US
Home Sales Remained Sluggish in October (W)

Europe
Blocking Out Political Risk Is the Winning Formula for European Investors This Year (B)
A Weakened Merkel May Spell Trouble for All of Europe (N)
Merkel’s Embattled Ex-Partner Could Determine German Chancellor’s Fate (W)
EU and UK aim to strike divorce deal within 3 weeks (FT)

US politics
With Tax-Plan Push, Orrin Hatch Faces a Deal-Making Test (W)
Trump Backs Roy Moore for Senate Seat Despite Sex Allegations (B)

Industries & companies
Autos: Tesla’s Burning Through Nearly Half a Million Dollars Every Hour (B)
FANGs: How Amazon Can Make or Break Holiday Retail (W)
FANGs: Facebook Looks in Mirror and Sees Tencent (B)
Media: Sweeping Plan Would Overturn Equal Access to the Internet (N)
Pharma: A new drug to treat HIV just got approved — and it could shake up a $22 billion market (BI)
Retail: J. Crew's Sales Plummet, Overshadowing Growth at Madewell Brand (B)
Tech: Chip Stocks Are on the Verge of Finally Breaking Their Tech Bubble Era Records (B)
Tech: Meg Whitman to Step Down as HPE CEO (W)

Corporate finance
Trump Says AT&T-Time Warner Deal ‘Not Good for the Country’ (B)

Cryptocurrency
Maybe Bitcoin Isn’t Untouchable at J.P. Morgan After All (W)

Offbeat
How Big Sugar Killed a 1968 Study That Pointed to a Heart Disease Link (B)
CBS, PBS Sever Ties With Rose (W)

Nov 21 (Tuesday)

Markets
Developed Economies’ Stock Gains Pale Beside Emerging Markets’ GDP Boom (W)
The Long Bond—Not Fed—Is Deciding Dollar’s Future (W)

Central banks
Yellen to Leave Fed Board When New Chief Takes Over (W)

Europe
Merkel Weighs New Vote After Collapse of Coalition Talks (W)
Germany’s Political Impasse Will Stymie Further European Change (W)

China
China's $15 Trillion Problem: Investors Don't Believe in Losses (B)

US politics
Ron Johnson Is 'Encouraged' on Taxes But Slams 'Awful Process' (B)
Where senators stand on the Republican tax plan (FT)
Republicans Are Throwing Away Their Shot at Tax Reform (The Atlantic)

Geopolitics
U.S. to Label North Korea as ‘Sponsor of Terrorism’ (W)
U.S. Rebuffs China’s Charm Offensive, Edging Closer to Trade War (W)

Industries & companies
Autos: Volvo Promises Uber Fleet of Self-Driving Taxis by 2019 (W)
Banking: Zions to Challenge ‘Big Bank’ Label (W)
FANGs: FANG Stocks May Not Be ‘Tech’ Stocks in 2018 (W)
Industrials: GE Directors Buy Up Slumping Shares Ahead of Board Winnowing (B)
Media: FCC to Outline Plan to Roll Back Rules on Net Neutrality (W)
Retail: Retailers Try New Pricing Tricks to Battle Amazon on Black Friday (W)

Corporate finance
AT&T Sued by U.S. Seeking to Block Merger With Time Warner (B)
AT&T says DoJ’s Time Warner suit will chill deals (FT)
Takeovers Roar to Life Amid Footsteps From Tech Giants (W)
Marvell Confirms $6 Billion Purchase of Chip Maker Cavium (W)
Toshiba to Raise $5.3 Billion in Sale of New Shares (W)

Offbeat
Basic Income: $17,000 a Year, No Strings Attached (W)
CBS Suspends Charlie Rose, PBS Halts His Show Following Allegations (B)

Nov 20 (Monday)

Markets
The Market’s Journey: Don’t Stop Believing (BR)
Strategist Predicts Asian Shares Will Double (BR)

Commodities
Fuelled by Middle East tension, the oil market has got ahead of itself (E)
Mine Shutdown Heats Up Uranium Prices (BR)

Central banks
Trump's New Fed Chair Won't Be Afraid of Trump (B)
Goldman Sachs Sees Four 2018 Fed Rate Hikes as U.S. Growth Gains (B)
A Smooth Exit Seen for Mortgage Securities (BR)

Europe
Struggling Greek businesses cling to recovery hopes (FT)

China
China Home Prices Stop Three-Month Drop as Market Stabilizes (B)
What a debt crisis in the provinces says about governing China (E)
How China’s Acquisitive HNA Group Fell From Favor (W)

Japan
What five years of Abenomics has and has not achieved (E)

Emerging
Mugabe Faces Impeachment After Failing to Step Down in Zimbabwe (B)
How Zimbabwe’s economy was brought to the brink of collapse (FT)

US politics
GOP Steams Ahead With Tax Overhaul (W)
Key GOP Senator Cites Concerns Over Senate Tax Bill (W)
A Tax Provision That Would Exempt Mutual-Fund Firms but Not Individuals (W)

Geopolitics
Nafta: Who Should Worry? (BR)

Industries & companies
Autos: Tesla Plays the Long Game With Semi Truck (W)
Energy: Keystone XL Day of Reckoning Comes to Nebraska After a 9-Year Pipeline Fight (B)
Energy: Conoco sets $50-a-barrel ceiling for oil projects (FT)
Industrials: GE Housecleaning Will Alter Board’s Makeup (W)
Industrials: The Risk in GE’s Dividend Cut (BR)
Retail: The Holiday Outlook Brightens for Retail Chains (BR)
Tech: IBM: Blue Chip at a Bargain Price (BR)
Tech: The Secret to Tech’s Next Big Breakthroughs? Stacking Chips (W)

Cybersecurity
U.S. Warned of Russian Firm Kaspersky as Early as 2004 (W)

Corporate finance & accounting
Unicorns: What Are They Really Worth? (BR)
The Latest Path to Silicon Valley Riches: Stake Sales (W)
Community Health Systems in Talks to Extend Nearly $2 Billion in Debt (W)
New Accounting Rule to Revamp Companies’ Financials (W)
Timelier provisions may make banks’ profits and lending choppier (E)

Cryptocurrency
Bitcoin Soars Past $8,000 as Technology Shift Concern Vanishes (B)

Offbeat
The rich get richer, and millennials miss out (E)

Nov 18 (Saturday)

Markets
Wall Street Will Be Riding the Boom From Tax Plan, Mnuchin Says (B)
EM jitters cast shadow over investment horizons (FT)

Central banks
Fed's Williams calls for global rethink of monetary policy (R)

US
U.S. Home Starts Reach Highest Level in a Year, Permits Rise (B)

Europe
German Coalition Talks Fail to Bridge Gaps as Deadline Passes (W)
Merkel’s efforts to form coalition government falter (FT)
France Gambles on Jobless Benefits for Those Who Quit (W)

China
Despite Big Push From Beijing, Electric Cars Struggle in China (W)

US tax reform
Senate Tax Debate Devolves Into Angry Shouting Match (N)
Tax reform roadblocks emerge in Senate (PO)
Tax Talks Advance Without an Analysis of Economic Impact (W)
The Tax Proposals That Are Most Likely to Pass in Washington (W)
Who Really Gets a Tax Increase if the Individual Mandate Goes Away? (N)

US politics
Senators’ Calls for Ethics Probes Puts Focus on Secretive Panel (W)
Can Democrats Win the House? Early Clues Emerge (W)
Why Trump won’t touch the Moore harassment scandal (PO)

Geopolitics
New U.S. Plan: Don’t Let North Korean Missiles Fly Very Far (N)
Trump Is Warned of the Political Pain Nafta’s Death Would Bring (B)

Industries & companies
Autos: VW to invest more than €34bn in electric and self-driving cars (FT)
Consumer: Rosenfeld, CEO who changed the snacks aisle, leaves Mondelez (FT)
FANGs: Quantifying the Amazon Effect at Whole Foods (B)
Media: BuzzFeed Falls Short of Targets (W)
Retail: Wal-Mart’s Web Clout Drives Shares to Record (W)
Tech: Apple Hits Pause on HomePod, Adding to List of Delays (W)

Corporate finance
Murdoch Empire in Play as Suitors Line Up for 21st Century Fox Assets (W)
Meredith Has Submitted a Bid for Time Inc. of $17 to $20 a Share (W)
Stitch Fix Shares Climb After Disappointing IPO (W)

Cryptocurrency
Bitcoin Is the New Crisis Currency (B)
Hollywood Hitmaker Plans to Fund Next Blockbuster With Crypto (B)
Opinion: The reasons Americans give for buying bitcoin show they have no idea what they’re doing (MW)

Offbeat
Aging, the longevity economy and what it means to you (U)
Four Years on Campus Might Be One Too Many (B)

Nov 17 (Friday)

Markets
Small-caps rally with House vote on tax bill (C)
An Index Reshuffle Could Rip the FANGs Out of Your ETFs (B)
Treasury’s New Approach to Debt: Go Short (W)

Central banks
Fed’s Williams: Time For Central Bankers to Weigh New Policy Toolkit (W)
Fed’s Brainard: Consumers Need Control of Their Financial Data (W)

China
China’s central bank injects $47bn into financial system (FT)

US politics
House Passes Tax Bill in First Step Toward Historic Overhaul (B)
The GOP tax plan just passed the House, but the Senate's bill is officially 'in trouble' (BI)
If Trump's new tax plan passes and you make $500,000 a year, you're about to get screwed (BI)
Sen. Al Franken Faces Allegations of Sexual Misconduct (W)
Trump Wants Alabama Voters to Decide Moore's Fate, Sanders Says (B)

Geopolitics
Unification North Korea Wants Won’t Happen, South Says (W)

Industries & companies
FANGs: Amazon is transforming Whole Foods into a tech store (BI)
Media: BuzzFeed Set to Miss Revenue Target, Signaling Turbulence in Media (W)
Pharma: The FDA is strengthening its warnings about heart attack and stroke risks associated with common pain drugs (BI)
Retail: Wal-Mart Posts Strongest U.S. Sales in Nearly a Decade (W)

Corporate finance
Caesars Entertainment to Buy Indiana Casinos in $1.7 Billion Deal (W)
Comcast Approached 21st Century Fox About an Acquisition (W)
Comcast and Verizon Are Interested in Fox's Film, TV Assets (B)
Barnes & Noble Shares Surge on Report Activist Is Seeking a Buyout (B)

Cryptocurrency
Prepare to bet against bitcoin

Offbeat
Deception and Ruses Fill the Toolkit of Investigators Used by Weinstein (N)
Leonardo da Vinci Painting Sells for $450.3 Million, Shattering Auction Highs (N)

Nov 16 (Thursday)

Markets
Global stocks unsettled by commodities sell-off (FT)
Markets Love Tax Cut Hype, Not the Reality (B)
Contagion worries rise after junk bond sell-off (FT)
Aiding Oil’s Rebound: U.S. Wildcatters Show Restraint (W)

Central banks
Rising retail sales, weekly wages and inflation point to positive cycle for Fed (R)
Fed’s Evans Says His Anxiety Over Low Inflation Is Growing (W)

US
U.S. Consumer Prices Edged Up in October (W)

Europe
A Specter Is Haunting Europe’s Recovery: Zombie Companies (W)
Italy’s Far Right Flexes Campaign Muscle (W)

China
Asia’s Tech Giants Are Making Analysts Play Catch-Up (W)
China Is Back to Building Oil Inventories (B)

US politics
House could pass tax reform if Senate adds health mandate repeal: Ryan (R)
Two U.S. Senate Republicans critical of party's tax plan (R)
GOP Sen. Johnson Opposes Tax Plan, Undermining Effort (W)
Senate GOP Adds Tax Twist (W)

Geopolitics & terrorism
U.S. Has Leverage Over Nafta, Ross Says (W)

Industries & companies
Areospace: Airbus clinches $49.5bn single aisle aircraft deal (FT)
Financials: Under Trump, Banking Watchdog Trades Its Bite for a Tamer Stance (N)
Industrials: Submarine Maker Struggles to Find Workers (W)
Retail: Target slides on holiday shopping season worries (FT)
Shipping: U.S. delivery companies dig deep to hire holiday season help (R)
Tech: The 'Big Five' Could Destroy the Tech Ecosystem (B)

Corporate finance
Why a DOJ vs. AT&T-Time Warner Case Could Be a Close Call (W)
What Is Uber Really Worth? (W)
Mattel Drops on Report That It Rebuffed Approach From Hasbro (B)

Technology
How the Robot Revolution Could Create 21 Million Jobs (W)

Offbeat
Army Failed to Send Up to 20% of Convictions to Lists (W)
Weinstein Co. Sells ‘Paddington 2’ Rights as It Explores Options (W)

Nov 15 (Wednesday)

Markets
‘Irrational Exuberance’ May Rule the Roost in Stock Markets (B)
A Late-Cycle Market Doesn't Mean Sell Now, Morgan Stanley Says (B)
High-Yield Canary Isn’t Singing About Markets Doom (W)
Euro jumps after strong German growth data (FT)
No end in sight for passive boom, says investing pioneer (FT)

Central banks
Dallas Fed chief ‘actively considering’ December rate rise (FT)
White House Weighs El-Erian for Fed Vice Chairman (W)
Top Central Bankers Defend Stimulus Efforts (W)
Central bankers warn of limits to guidance (FT)

US
U.S. Producer Prices Rose in October (W)
Manufacturing Rides Rising Tide (W)
U.S. Household Debt Reaches New Record (W)

Japan
Japan Extends Growth Streak to Seven Consecutive Quarters (W)

China
China Throws Lifeline to Developers Hitting Record Wall of Debt (B)

US politics
Obamacare Noses Into the Tax Debate, Bringing Along Baggage (B)
Senate Tax Plan to Seek Repeal of ACA Individual Mandate (W)
Critics Hit GOP Tax Plan for Small Businesses, Partnerships (W)
Tax Bills Keep ‘1031 Exchange’ and Add Other Commercial Property Perks (W)
Cohn: ‘We’ve Got to Get Taxes Done This Year’ (W)
McConnell Considers Replacing Moore, Who Says #DitchMitch (B)
Sessions Says He Forgot About Russia Meeting But Didn’t Lie (B)

Geopolitics
Trump's Trade Barbs Push Asian Nations Closer to China's Orbit (B)
Forecasts for the New World Order of 2030 (B)

Industries & companies
Consumer: What a Combined Hasbro-Mattel Could Mean for Toys (W)
Energy: BMW Dumps Coal in Pledge for 100% Renewable Power (B)
FANGs: Google Pays to Put Search Back on Firefox Browser in U.S. (B)
FANGs: Cities Compete to Host Amazon (W)
Industrials: GE Shares Have a Second Bad Day (W)
Industrials: GE’s Market Cap Surpassed By Boeing for First Time Ever (W)
Retail: The Cause and Consequences of the Retail Apocalypse
Tech: Foxconn’s Profit Down 39% Amid iPhone Production Woes (W)

Nov 14 (Tuesday)

Markets
European stocks unsettled by weak earnings (FT)
One of the World's Biggest Funds Is Slashing Its Exposure to Stocks (B)
Maybe Strangely Low Stock Volatility Isn't So Strange After All (B)

Currencies & commodities
Loonie Signals FX-Market Reversal as Link With Crude Is Revived (B)
IEA Sees U.S. Shale Surge as Biggest Oil and Gas Boom in History (B)
Nothing to See Here as Gold Held in Tightest Range in Four Years (B)

US
Consumer Sentiment Dips in Early November (W)

Japan
BOJ’s Kuroda Says Easy-Money Policies to Persist to Ensure Higher Inflation (W)

China
China recovery pushes gas emissions to global record (FT)

US politics
Republicans Work to Make Tax Bill Meet Senate Rules (W)
Mnuchin Says 20% Corporate Tax Rate Is Not Negotiable (W)
House GOP Has Votes to Pass Bill, Brady Says (B)
Number of Systemically Important Banks to Decline Under Senate Deal (W)
More Republicans Say Roy Moore Should Leave Senate Race (W)

Geopolitics & trade
Global Trade Booms, but Headwinds Blow (W)
Trump, Duterte Strike Up a Friendship, Sidestep Thorny Issues (W)

Industries & companies
Autos: Used-Car Prices Hold Up, Defying Expectations (W)
Financials: Deal Reached to Ease Post-Crisis Bank Rules (W)
Industrials: GE Cuts Dividend, Slashes Profit Goals Amid Restructuring (W)
Pharma: FDA Approves World’s First Digital Drug (W)

Corporate finance
Roark Capital Makes Offer to Buy Buffalo Wild Wings (W)
Mattel and GGP shine on Merger Monday for Wall Street (FT)
Brookfield wants to buy mall owner GGP for $14.8 billion as the retail apocalypse intensifies (BI)

Cryptocurrency
Bitcoin Crashes and Then Surges in Wild Weekend Action (B)

Offbeat
Nearly Half of U.S. Adults Have High Blood Pressure Under New Guidelines (W)
Van Gogh's Insane Asylum View Sells for $81.3 Million at Auction (B)

Nov 13 (Monday)

Markets
Declines in Stocks, Junk Bonds Reveal Cracks in Rally (W)
Banks Yield to the Yield Curve (BR)
Why ETFs Are Shorted (BR)

Central banks
How the Powell Fed Will Be Tested (BR)

Europe
Germany sets deadline for coalition talks (FT)
Rajoy issues election challenge to Catalan separatists (FT)

China
Chinese Grab TVs and Yachts on Alibaba’s $25 Billion ‘Singles Day’ (W)

Emerging
Saudi King Will Not Relinquish Throne, Senior Official Says (B)

US politics
Treasury Secretary Says Tax Bill on Track for Completion Next Month (W)
Where GOP Bills Make the Tax Code Simpler, and Where They Don’t (W)
House Won't Accept Repeal of Local Tax Break, Brady Says (B)
Private equity fights back on US tax reforms (FT)
Bankers No Longer Villains to Trump Administration (W)

Geopolitics
After Trump’s Bonhomie in Beijing, a Trade Face-Off Brews (W)
Trump Offers to Play South China Sea Peacemaker (B)
Trump 'Can Be Played,' Ex-Intelligence Chiefs Say (B)
America’s global influence has dwindled under Donald Trump (E)
Final Deal Eludes Nations Seeking to Salvage TPP Pact (W)

Industries & companies
Autos: Will Traditional Auto Makers Steal the Future From Tesla? (BR)
Consumer: Don’t Gamble on Consumer-Staples Stocks (BR)
Retail: Now Featured on Wal-Mart’s Website: Higher Prices (W)
Telecom: Targeting Those Telecom Payout Yields (BR)

Corporate finance
Uber-SoftBank Deal Worth Up to $10 Billion Is Close to Approval (B)
Hasbro Sets Its Sights on Mattel (W)
Snag in Media Merger Stirs Tensions Over Trump-CNN Feud (W)
After Arrests, Investors Wary of Aramco Deal (BR)

Cybersecurity
Surveillance Cameras Made by China Are Hanging All Over the U.S. (W)

Technology
Without Humans, Artificial Intelligence Is Pretty Stupid (W)

Cryptocurrency
The meaning in the madness of initial coin offerings (E)

Offbeat
Ray Dalio’s Principles for Success (BR)
United Airlines Halts Flights to New Delhi on Poor Air Quality (B)

Nov 11 (Saturday)

Markets
Why Investors Should Get Nervous About Tax Cuts (W)
Oil Above $80 Before Christmas? Some Options Traders Think So (B)

US
U.S. Consumer Sentiment Unexpectedly Falls From 13-Year High (B)
Traffic Is Piling Up—and So Are Its Costs (W)
US homebuilders hang hopes on tax credit in reforms (FT)

China
Alibaba Singles' Day Sales Hit $8.6 Billion in First Hour (B)
Bigger Than Black Friday, Alibaba’s ‘Singles Day’ Faces Fatigue in China (W)
China to Give Foreigners More Access to Financial Sector (W)

US politics
GOP’s Dueling Tax Overhauls Struggle to Pass a Key Red-Ink Test (B)
Tax Overhaul Is Planned for 2018, Leaving Just a Few Weeks to Prepare (W)
Politics Complicate Tax Vote for GOP (W)
GOP Senators: Moore Should Quit If Sexual-Misconduct Claims Are True (W)

Geopolitics
Trump took the gloves off on trade (BI)
China Gave Trump a Win on Trade and He Didn’t Even Know It (B)

Industries & companies
Industrials: GE Dividend in Focus as Investors Await New Strategy (W)
Media: Disney stock tumbles after missing earnings expectations (BI)
Retail: J.C. Penney Lowered Its Goals, Then Beat Them (W)
Retail: Winners and losers emerge in US department store war (FT)
Tech: Square Eclipses Twitter, With Market Value Topping $15 Billion (B)

Technology
How to Survive a Robot Apocalypse: Just Close the Door (W)

Offbeat
Zuckerberg says he worked out why US is so divided (FT)
How a West Coast Trading Network Spawned a New York Pension Fund Scandal (W)

Nov 10 (Friday)

Markets
Stocks Drop on Concerns Over GOP Tax Overhaul (W)
High-Yield Funds Go Bananas as Junk-Bond Rout Worsens (B)

Central banks
In an Effort to Cut Costs, Some Banks Are Ditching the Fed (W)
Gradual rate hikes in the US are the best option, says Fed's Mester (C)

US
Why Is U.S. Wage Growth So Low? It's All About the Top 80% (B)
The Link Between Productivity and Pay Is Very Much Alive, Summers Paper Finds (W)

Japan
Japan's Biggest Banks Confront Harsh Reality With Cost Overhaul (B)

China
China’s New Effort to Tame Its Financial System May Disappoint (N)
Goldman Sachs CEO: China's economy will surpass the US, and by one measure it already has (C)

US politics
Senate Tax Plan Has Delayed Corporate Cut, More Brackets (W)
Everything You Need to Know About the Senate GOP Tax Proposal (B)
Senate Republicans Will Diverge From House in Sweeping Tax Rewrite (N)
Blame Game Over Rising Health-Insurance Premiums Begins (W)
Gary Cohn: A year ago, I was advising companies to move out of the US (C)
[House] GOP tax cut plan would add $1.7 trillion to the deficit, CBO projects (C)

Geopolitics
Why Relying on China to Stop North Korea May Not Work (N)
In China, Trump Employs Tough Talk, Flattery With Xi (W)
The $250 Billion in U.S.-China Trade Deals May Not Tally (W)
Russia Says It Will Retaliate Against U.S. Media Next Week (B)
Pacific Rim countries move closer to TPP without US (FT)

Industries & companies
FANGs: Amazon Puts Whole Foods, Delivery Units Under Bezos Lieutenant (W)
Media: Disney Profit Disappoints With Cable TV Woes, Hurricanes Taking a Toll (B)
Retail: Department Stores’ Mixed Results Signal Competitive Holiday Season (W)

Cybersecurity
Equifax CEO to Congress: Not Sure We Are Encrypting Data (W)

Corporate finance
AT&T CEO: We Are Prepared to Litigate to Defend Time Warner Deal (W)
Snap’s Rise and Fall: How a Big, Splashy IPO Prompted the Doubters to Keep Mum (W)
Tencent Continues to Snap Up Stakes in U.S. Startups (W)

Technology
Artificial Intelligence Fuels Chip-Making Arms Race (W)

Cryptocurrency
SEC Chief Fires Warning Shot Against Coin Offerings (W)

Offbeat
Billionaire Ray Dalio: For the 'bottom 60 percent' of the country, it’s a ‘miserable economy' (C)

Nov 09 (Thursday)

Markets
What Has Driven Markets Since Election Day 2016 (W)

Cryptocurrency
Nearly a Third of Millennials Say They'd Rather Own Bitcoin Than Stocks (B)
Bitcoin hits record high after developers suspend plans to 'fork' currency (R)

US
GOP Tax Plan Would Slam California Housing Market (W)

Europe
Eastern Europe Set for Strongest Economic Growth Since Crisis (W)

US politics
Democrats Win by Reclaiming Coalition That Failed Them in 2016 (B)
Senate Plans to Unveil Tax Bill Thursday Morning (B)
Speaker Ryan opens door to delayed corporate tax cut (R)
House Faces $74 Billion Revenue Gap in Tax Bill After Amendments (W)
A ‘Millionaires Tax’ Is Now New Jersey Democrats’ Top Priority (B)
Should Hospitals And Universities Be Able to Borrow Tax Free? (W)
Tightening Carried-Interest Loophole May Not Choke Private-Equity Firms After All (W)
Trump Should Give Thanks, Not Take Credit, for Economic Growth (W)

Geopolitics
Trump’s China Trip Brings Admonitions Along With Deals (W)
Trump Team Plans $250 Billion in Deals From China Visit (B)
Vladimir Putin: Russia's Role in Securing Asia's Prosperity (B)
Eleven Nations Pursue TPP Deal, Minus U.S., at Pacific Rim Summit (W)

Industries & companies
FANGs: FANG Lovers Get a New Way to Bet on Stocks With Futures Trading (B)
FANGs: Apple Is Working on 2018 iPad Redesign With Facial Recognition (B)
Financial: Deutsche Bank chief hints at thousands of job losses (FT)
Media: Behind Disney’s Play for Fox: Determination to Beat Netflix (W)
Restaurants: Panera’s Ron Shaich to Step Down as CEO (W)
Retail: America’s ‘Retail Apocalypse’ Is Really Just Beginning (B)
Tech: Snap Is Looking a Lot Like Twitter After Another Earnings Miss (B)

Corporate finance
AT&T Clashes With U.S. Over Time Warner Asset Sales (B)
U.S. demands CNN or DirecTV sale to approve AT&T/Time Warner deal: sources (R)
China’s Tencent Buys 12% of Snap (W)
Clamor for Tech IPOs Reaches Fever Pitch in Asia (W)

Nov 08 (Wednesday)

Markets
Tech sector leads pullback for investment grade debt (FT)

Central banks
10 Things to Know About Jerome Powell (W)
Tricky Balancing Act Faces New York Fed Search Committee (W)

US
Americans Feel Like It’s a Better Time to Sell Than to Buy a Home (W)
Millennial Home Buyers Send a Chill Through Rental Markets (W)
Police Recover Texas Shooter’s Phone but Can’t Get Into It (W)

Europe
Wall St warns on Brexit ‘point of no return’ (FT)
Italy’s centre right draws hope from Sicily poll (FT)

Emerging
Brazil’s crisis creates an opportunity (FT)

US politics
Majority Would Benefit From Tax Bill, but Effects Peter Out, Study Says (W) | JCT Study
A Tax Cut for Business and Not for People (B)
Debt and equity should be taxed the same way (FT)
Here’s Where the GOP Tax Bill Stands Right Now (B)
In Early Draft, Comey Called Clinton ‘Grossly Negligent’ in Handling Emails (W)
Wilbur Ross Inflated His Net Worth by $2 Billion, Forbes Reports (B)

Geopolitics
U.S. Allies Fear Trump Will Pull a Nixon in China (W)
In Seoul, Trump Urges North Korea to ‘Come to the Table’ (W)

Industries & companies
Autos: Toyota Hits Rough Patch in U.S. (W)
Autos: BMW profits fall on higher investments (FT)
FANGs: EU competition chief looks again at Apple (FT)
Media: Taylor Swift Will Keep New Album From Streaming for a Week (B)
Tech: Snap Quarterly Loss More Than Triples (W)

Corporate finance
Broadcom Bid Marks Upheaval in Chip Industry (W)

Technology
Alphabet Launches the First Taxi Service With No Human Drivers (B)
Google Earth Has Cars Sniffing U.S. Cities to Guard Your Health (B)

Cryptocurrencies
Tame Bitcoin’s Price Swings? There’s a Plan for That (W)
Cryptocurrency Pioneer Sees a ‘Total Bubble.’ Just in a Good Way (B)
Are Cryptocurrencies an Asset Class? Yes and No (B)
Bitcoin proves hard to kill in China (FT)

Offbeat
The Paradise Papers Data Dump: What's Been Reported So Far (B)
Jet-Set Debt Collectors Join a Lucrative Game: Hunting the Superrich (W)

Nov 07 (Tuesday)

Markets
The Great Bond Bull Market May Be Coming to an End (B)
The Bottom Is About to Fall Out for This Credit Market: CLOs (B)
Oil rises above $64 a barrel after Saudi crackdown (FT)

Central banks
Fed's Williams Lays Out Case for Considering Price Level Target (B)
The Perennial Problem of Predicting Potential (Williams, FRB-SF)
Implementing Monetary Policy with the Balance Sheet (Potter, FRB-NY)
Speech by Governor Kuroda in Nagoya (Kuroda, BOJ)
Minutes of the Monetary Policy Meeting on September 20 and 21, 2017 (BOJ)

US
GDPNow Forecast for Fourth Quarter Falls to 3.3 Percent (FRB-ATL)

US politics
Here’s Where the GOP Tax Bill Stands Right Now (B)
Lawmakers Begin Marking Up Tax Bill (W)
Analysis Finds 12% of Taxpayers Would Owe More Under GOP Plan (W) | TPC Preliminary Distributional Analysis of the TCJA
Get the Housing Industry Out of the U.S. Tax Code (W)
Ross fights back over links to Russian company (FT)

Geopolitics & trade
Trump Is Leaving Japan Empty-Handed on Trade (B)
Decoding Trump’s China Trade Strategy (W)
Assignment for Trump, Xi and Putin: Stop North Korea (W)
Trump Urges Japan to Buy More U.S. Military Equipment (W)

Industries & companies
FANGS: Amazon Push Into Private-Label Sportswear Makes Quiet Debut (B)
Financials: GOP Tax Plan Jeopardizes Bermuda Reinsurer Loophole
Retail: Toys R Us highlights supply chain fragility (FT)
Telecom: Sprint Says It Will Spend Billions More on Network (W)

Corporate finance
Broadcom Ready to Go Hostile for $105 Billion Qualcomm Deal (B)

Offbeat
Fast Food in China? Tuna-Pesto Paninis, Paying by Facial Recognition (W)
These Hot Restaurants Aren’t on Maps, Only in Apps (W)

Nov 06 (Monday)

Markets
Investors push $2bn into total return bond funds (FT)
A China Expert’s Favorite Asian Stocks (BR)

Central banks
New York Fed President Dudley to Announce Early Retirement (W)
Gross Says Powell Needs to Find ‘Magical Neutral Interest Rate’ (B)
As the global economy picks up, inflation is oddly quiescent (E)

Emerging
Saudi Arabia’s unprecedented shake-up (E)

US politics
What Investors Need to Know About the Tax Bill (BR)
Offshore Tax-Haven Reports Stir Call to Slow Pace of House Bill (B)
Ross linked to stake in shipping group with Russia ties (FT)

Industries & companies
FANGs: Despite Security Issues, Facebook Still Looks Like a Buy (BR)
Financials: As Wildfires Raged, Insurers Used Private Firefighters (W)
Industrials: JPMorgan Analyst: The Case Against GE (BR)
Media: Investors Look to Disney’s Streaming Plans (W)
Retail: Amazon Cuts Prices on Third Party Items Ahead of Holiday Onslaught (W)

Corporate finance
Broadcom dealmaker readies for $100bn Qualcomm bid (FT)

Technology
Artificial Intelligence’s Winners and Losers (BR)

Cryptocurrency
Here Are the Big Names Who Are Backing and Slamming Bitcoin (B)

Offbeat
Sexual Harassment Is Becoming a Serious Investment Risk (BR)

Nov 04 (Saturday)

Markets
Apple Gains Help Push Major Indexes To Records (W)
The Gap Is Growing Between the Stock Market's Winners and Losers (B)

Central banks
Booming Labor Market Could Pose Challenge for Powell and the Fed (W)

US
Payrolls Rebound as Jobless Rate Falls to 17-Year Low (W)
Blame These Three Industries for Holding Back U.S. Wage Growth (B)
U.S. Trade Gap Expanded Modestly in September (W)
As Economy Gains Strength, Firms Sell (and Spend) More (W)

Europe
Merkel says three-way coalition can work, Greens skeptical (R)

US politics
Brady to offer 'substantive' U.S. tax bill amendment on Monday: statement (R)
House Tax-Cut Plan Hurtles Toward Senate Roadblock (B)
In GOP Tax Bill, How You Get Rich Matters (W)
Concerns Mount Over the Pass-Through Tax Cut (W)
Private-Equity Firms Oppose Tax Bill—but Things Could Be Worse (W)
US tax reform plan hits buyout groups and homebuilders (FT)
Trump urges adding anti-Obamacare provision to tax bill: lawmaker (R)

Corporate finance
Broadcom Plans $100 Billion Qualcomm Deal to Build Chip Colossus (B)

Nov 03 (Friday)

Markets
Homebuilders tank as the GOP's tax plan caps a big benefit for homeowners (BI)
The Global Economy Looks Good for 2018 (Unless Somebody Does Something Dumb) (B)

Central banks
Mr. Ordinary: Who Is Jerome Powell, Trump’s Fed Pick? (W)
Powell as Fed pick may not be the non-event it seems (FT)
Trump Considered Keeping Yellen at Fed, Until Mnuchin Spoke Up (B) | Yellen Statement
Powell Inherits a Fed That's Slowly Earning Bond Traders' Trust (B)

US
U.S. Worker Productivity Jumped in Third Quarter (W)

US politics
GOP Sticks With Big, Permanent Corporate Tax Cuts in House Bill (W)
The GOP finally unveiled its massive tax plan that proposes a sweeping overhaul to the system (BI)
House GOP Tax Bill Estimated to Add $1.49 Trillion to Deficit (B)
Trump's tax plan could bring $250 billion into the US — here are the companies set to benefit most (BI)
The GOP's tax plan could make it harder to get tax deductions for medical expenses (BI)
Tax Cuts and Jobs Act | Summary (House Ways & Means)

Industries & companies
Autos: Tesla Reveals Time Frame for China Factory (W)
FANGs: Facebook Vows to Sacrifice Growth for Secure Operations (W)
FANGs: Facebook, Take Note: In China’s ‘New Era,’ the Communist Party Comes First (W)
Media: Discovery Communications Says Subscriber Loss Accelerating (W)
Tech: Microsoft’s Futuristic Headset Strategy: Pilots Over Zombie Hunters (W)
Tech: Apple Holiday Sales Outlook Tops Estimates on iPhone X (B)

Corporate finance
U.S. Considers Suit Against AT&T’s Deal for Time Warner (W)

Bitcoin
Bitcoin Hits $7,000 as Wall Street Interest Gets Real (W)
Bitcoin soared above $6,900 despite strong regulatory warning from the Securities and Exchange Commission on ICOs (BI)

Offbeat
Climate Change to Affect 10 Million Americans by 2075, CBO Warns (B)

Nov 02 (Thursday)

Markets
Stock market poised for a 'melt-up' as it begins strongest months of the year (C)
Market shrugs off Fed's 'bland' comments on economy as it awaits Yellen replacement (C)
Jack Bogle says Vanguard is getting too big. Now what? (MW)

Central banks
Trump to Tap Fed’s Jerome Powell for Central Bank Chief (W)
What a Jerome Powell-led Fed may look like (MW)
Fed Governor Powell, expected to be the next Fed chair, is watching bitcoin closely (C)
Fed Signals December Hike On Track a Day Before Trump Announces Next Chair (B)

US
The US economy is strong, and it's about to get even stronger, Atlanta Fed model shows (C)
U.S. Factory-Activity Index Slipped in October, But Still Solid (W)
ADP: U.S. Private Sector Adds 235,000 Jobs in October (W)

Europe
Eurozone growth beats forecasts despite stronger euro (FT)

China
Xi Jinping Summons ‘Red Boat Spirit’ of China’s Communist Revolutionaries (W)

US politics
White House, House Budget Chief Say Tax Bill Still Coming Nov. 2 (B)
Who’s really going to pay for Trump’s big tax cut? (WP)
GOP Tax Plan Won’t Cut Rate for Highest Earners (W)
Repeal of ACA’s Individual Mandate Could Be Part of Tax Overhaul (W)
Trump reportedly demanding tax reform bill be called 'The Cut Cut Cut Act' (C)
GOP Goes With the Global Flow: Tax People, Not Companies (W)
History Shows Phasing in Tax Cuts Is a ‘Terrible’ Idea (B)

Geopolitics & terrorism
How China Swallowed the WTO (W)
South Korea Warns Against Attack on North (W)
New Data Shows Russian Ads Targeted Facebook Users by Profile (W)
N.Y. Suspect Followed ISIS Blueprint (W)

Industries & companies
Autos: America's SUV Thirst Hits Luxury Carmakers With Hidden Hangover (B)
Autos: October Was Apparently Pickup Truck Month in the U.S. (B)
Autos: Tesla Delays Model 3 Goals After Record Cash Burn (B)
FANGs: Facebook Profit Jumps 79% (W)
FANGs: Facebook Tops Sales Projections While Russia Ad Inquiry Unfolds (B)
Pharma: Ballot Measure to Cap Ohio Drug Prices Unleashes Expensive Ad Battle (W)
Pharma: Pharma industry faces hypocrisy charge over patents (FT)
Retail: Gap is selling subscription boxes for kids through Old Navy, after a successful run with baby clothes (C)
Tech: Qualcomm beats earnings expectations amid legal battle with Apple (C)

Cryptocurrency
ICO Craze Spurs Warning: Be Careful of Celebrity Endorsements (B)
One of the Most High-Profile Initial Coin Offerings Has Crashed 50% (B)
Euphoria for Bitcoin Futures Conjures Bad CDO Memories for One Firm (B)

Offbeat
Two Months After Harvey, Houston is Still Counting Costs (W)

Nov 01 (Wednesday)

Markets
In Mainstream Move, Bitcoin Poised to Join Oil, Gold in Futures Trading (W)
Bitcoin Futures Could Open the Floodgates for Institutional Investors (B)
Bitcoin ETFs Are the Next Step After Futures (B)

Central banks
US monetary tightening set to endure after Yellen (FT)

US
U.S. Home Price Gains Accelerated in August (W)
U.S. Misses Top 5 for Best Places to Do Business (W)
Americans Are Spending More, Saving Less (W)

Europe
Catalonia’s Former Leader Says He Will Respect Election Results (W)

China
Chinese Property Shopping Spree Fades as Beijing Hits the Brakes (W)

Emerging
IMF Expects U.A.E. Economy to Rebound in 2018 as Abu Dhabi Grows (B)

US politics
Trump Says ‘Hopefully Not’ on Phasing In Corporate Tax-Rate Cut (B)
We're starting to see how tax reform efforts will fall apart (BI)
We Must Get the SALT out of American Taxpayers' Diets (The Hill)
To Understand the Benefits of Tax Reform, Start by Understanding Apple's Taxes (FN)

Geopolitics
Tech Executives Testify on Russian Election Meddling (W)
Google Commits to Better Security After Russia Meddling (B)
Trump Seeks Distance From Allegations in Russia Probe (W)
U.S. Presses Persian Gulf States to Scale Back North Korea Ties (W)
Democrats want a law to stop Trump from bombing North Korea (R)
U.S. Trade Panel Backs Solar Tariffs (W)

Industries & companies
Autos: Tesla Labor Discord Grows as It Pushes Model 3 Production (W)
FANGs: Why Google and Amazon Aren’t in the Dow (B)
FANGs: Kindle Oasis Review: Amazon’s Top E-Reader Goes Waterproof (W)
FANGs: iPhone X Review: How We Tested (and Tricked) FaceID (W)
FANGs: Apple to Stop Using Chips From Qualcomm (W)
Retail: Inside the Decline of Sears, the Amazon of the 20th Century (W)
Tech: Samsung Shakes Up Leadership (W)

October 2017

Oct 31 (Tuesday)

Markets
Investors are running out of cash — and that's terrible news for the stock market (BI)
Dollar’s Recent Comeback is Mostly About the Euro (W)

US
U.S. Consumer Spending Rose in September (W)
GDPNow Forecast for Third Quarter Decreases to 2.5 Percent (FRB-ATL)
Rich millennials are ditching the golf communities of their parents for a new kind of neighborhood (BI)

Europe
Eurozone economic confidence at almost 17-year high (FT)

China
China’s Push to Lower Debt Levels Boosts Results at Big Banks (W)
China’s New, Severe Curbs on the Internet Leave Little Left to Censor (B)
Chinese universities embrace Xi Jinping’s theories (FT)

US politics
House to Consider Five-Year Phase-in for Corporate Tax Cut (B)
How a $2,400 Cap on 401(k) Deductions Would Affect Your Savings (W)
Why Tax Deductions Are Stupid (and Why We Love Them) (B)
The Trump Deregulatory Juggernaut Is Rolling (W)
Manafort Charged in Russia Probe; Trump Campaign Aide Pleads Guilty (W)
O'Brien: Why Manafort's Indictment Should and Shouldn't Terrify Trump (B)
Russian-Backed Facebook Accounts Staged Events Around Divisive Issues (W)

Cybersecurity
AI Helps Alleviate Shortage of Human Cybersecurity Experts (W)

Industries & companies
FANGs: Google’s Dominance in Washington Faces a Reckoning (W)
Financials: Higher bonus costs take shine off HSBC’s rise in revenues (FT)
Industrials: GE’s Numbers Game: Pick From Four Earnings Figures (W)
Tech: Square Unveils Hardware Register to Attract Larger Sellers (B)

Corporate finance
America's biggest companies are investing more in themselves (BI)
US groups unveil merger plans valued at $22bn (FT)
SoftBank to Drop Effort to Merge Sprint, T-Mobile (W)

Technology
Walmart rolls out robots to make sure shelves stay stocked (NYP)

Offbeat
The asset management industry is going to boom in the next decade — but it's set for 'seismic changes' (BI)

Oct 30 (Monday)

Markets
Why Are Markets Rising Everywhere? Investors Can’t Stop Buying Every Dip (W)

Central banks
Trump Likely to Name Jerome Powell Next Fed Chairman—Source (W)
Our Next Fed Chief (BR)
Inflation: The Slumbering Giant Begins to Stir (W)

US
U.S. Consumer Sentiment Rises to Highest Level Since Early 2004 (B)

Europe
Italy Faces Challenge of Living Without ECB Alchemy (W)
Italy’s fourth-biggest bank returns to the stockmarket (E)

Japan
Japan to Young Investors: Loosen Up (W)
After his election success, Japan’s leader takes aim at pacifism (E)

US politics
Businesses Step Up Lobbying on Taxes, Deploying Workers (W)
House Tax Writer Gives Ground on a State and Local Tax Break (B)
Home Builders Will Oppose Republican Tax Bill (W)
No Tax Cut? No Worry for Wall Street (BR)
Will corporate tax cuts boost workers’ wages? (E)
Trump Fires Off Tweets a Day Before Russia Probe Charges May Drop (B)

Geopolitics
Mattis seeks to tone down war talk on Korean border (FT)
Foreign Companies in China Get a New Partner: the Communist Party (W)
Big Tech forced to answer public questions on Russia ads (FT)

Industries & companies
Biotech: Biotech in the Bargain Bin (BR)
eCommerce: The age of Amazon and Alibaba is just beginning (E)
FANGs: The Race to Rein In Facebook Has Begun (W)
Pharma: The Wonder Drug for Aging (Made From One of the Deadliest Toxins on Earth) (B)
Retail: Target’s Renovation Could Pay Off Nicely for Investors (BR)
Tech: What Blowout Earnings Say About Big Tech (BR)

Corporate finance
The Virtues of a CVS Deal for Aetna (BR)

Offbeat
Jeff Bezos Passes Bill Gates to Become the World’s Richest Person (B)
The Most Amazing Futuristic Cars at the Tokyo Motor Show (B)

Oct 28 (Saturday)

Markets
The superhero of stock markets? Not yet, but it’s getting there. (WP)
Nasdaq 100 Companies Add $200 Billion in Market Cap in One Day (B)
The Bond Selloff’s Missing Ingredient: Inflation (W)

Commodities & currencies
Brent Oil Tops $60 for First Time Since 2015 Amid OPEC Optimism (B)
Euro weakness helps bolster region’s stock markets (FT)

Central banks
ECB Decision Reopens Divide Atop Central Bank (W)
Draghi's Fresh Stimulus Provokes Dissent While Lifting Markets (B) | Press Conference
ECB, Fed Are Growing Apart, Moving Markets (W)
Monetary policy and bank profitability in a low interest rate environment (ECB)
Trump Leans Toward Powell for Fed With Announcement Next Week (B)

US
U.S. Posts Solid 3% Economic Growth, Despite Hurricanes (W)

Europe
Another Sign Europe Is Over Crisis? Its Companies Are Investing at Home Again (W)
Spain's Prime Minister Just Fired the Whole Catalan Government (B)

Japan
Japanese inflationary pressures remain close to non-existent (BI)

US politics
White House Study Sees Faster Economic Growth From Tax Cuts (W) | Report
Republican Tax Plan Would Offer Big Boost To U.S. Bank Returns (S&P)
The Way to Fix the Volcker Rule (B)

Industries & companies
FANGs: Alphabet Joins Apple in $700 Billion Club (W)
FANGs: Amazon Turns a Financial Report Into a Marketing Event (B)
FANGs: Early Orders for iPhone X Lead to Long Shipping Delays (W)
Financials: UBS Profit Rises as Wealth-Management Bet Pays Off (W)
Financials: U.S. Investigating Foreign-Exchange Trading at Wells Fargo (W)
Tech: Tech’s Big Get Bigger in Earnings Blowout (W)

Corporate finance
CVS Health, Aetna in Talks Over $66 Billion Tie-Up (W)
Saudi Aramco's record breaking international IPO might not go ahead after all (BI)

Offbeat
Accountants are finally being held to account in the US (FT)

Oct 27 (Friday)

Markets
Stocks Climb on Earnings, ECB Plan to Slow Bond Buying (W)

Central banks
ECB to Scale Down but Extend Bond-Buying Program (W)
Draghi Goes Lower for Longer in Overhauling Bond Buying Plan (B)
Draghi refuses to call end to ECB crisis measures (FT)
Draghi pulls off dovish trick with QE ‘downsize’ (FT)
Ray Dalio Is Worried About the Bond Market (B)

US
U.S. Pending Home Sales Weaker Than Forecast, Held Back by Irma (B)
The Industries Hiring The Most College Grads In 2018 (F)
Nearly half of Americans have a family member or close friend who's been addicted to drugs (Pew)
Trump Declares Opioid Addiction a Public Health Emergency (B)
Among developed nations, Americans’ tax bills are below average (Pew)

Europe
Italy’s Parliament Approves New Electoral Law (W)
Germany’s left fears years in the wilderness (FT)

China
China Wants to Talk Less About Growth Targets (W)
Xi’s Next Step: Demand More Fervor From China’s Communist Party (W)

Emerging
Saudi Arabia's Blueprint for a Sci-Fi Megacity (B)

US tax reform
House Approves Budget Plan, Paving Way for Tax Action (W)
The Race for a Major Tax Overhaul Is On. [SALT is] One Big Obstacle (B)
Senate GOP Wants to Pass Tax Plan by Thanksgiving (B)

US politics
Democrats Are United Against Trump, Divided on Everything Else (W)
Ryan Says FBI to Give Documents Related to Trump-Russia Dossier (W)
How Rex Tillerson Is Remaking the State Department (B)

Industries & companies
FANGs: Amazon beats on profit after Prime Day sales surge (R)
FANGs: Here's What CEOs Are Saying About Amazon's Plans for Domination (B)
FANGs: Amazon gains wholesale pharmacy licenses in many U.S. states: report (R)
FANGs: Alphabet Third Quarter Earnings Beat Estimates (B)
FANGs: iPhone 8 Posts Weak Initial Sales, Pressuring iPhone X (W)
Financials: How Wall Street Scored Its Big Win in Congress (W)
Financials: Deutsche, Barclays Feel the Investment Bank Burn (W)
Industrials: GE Explores Exiting From the Railroad Business (W)
Insurance: Global insurers look to raise rates after catastrophic quarter (R)
Tech: Microsoft's profit beats estimates on gains from cloud services (R)
Tech: Intel raises full year revenue, profit forecast (R)
Tech: Twitter Overstated Users; Shares Jump as Loss Narrows (W)
Tech: Western Digital revenue beats estimates (R)

Offbeat
Towering Border-Wall Prototypes Unveiled (W)
Time To Update Your Vacuum Cleaner -- Hack Turns LG Robot Hoover Into A Spy (F)

Oct 26 (Thursday)

Markets
Earnings Are Fraying Nerves Already With Amazon and Google Still to Come (B)
The FANG Stocks Are Selling Off Again Ahead of Earnings (B)
The Morningstar Mirage (W)

Central banks
Trump Says He Is Thinking About Keeping Yellen as Fed Leader (W)
Trump Wants to Make Own Mark on Fed But Calls Yellen ‘Terrific’ (B)
Yellen Is the Standout Fed Candidate If You Go by Trump’s Tweets (B)
Trump Decides Against Gary Cohn for Fed Chair (B)
Forget ECB’s Taper, Investors Want to Know About Rates (W)
The Outsiders: How Swiss, Others Survived ECB Bond Buys (W)

US
New Home Sales Growth Surges to 25-Year High (W)
U.S. Durable Orders Rose 2.2% in September (W)
Health Care Will Drive Jobs Growth in the Coming Decade (W)

Japan
How Foreign Workers in Japan Are Helping—and Hurting—the Economy (W)

China
China’s Xi Promotes No Clear Heir, Opening Door to Stay in Power For Decades (B)
The Seven Men Who Will Rule China for the Next Five Years (B)
China’s Silk Road Cuts Through Some of the World’s Most Corrupt Countries (B)

Emerging
Saudi Arabia Just Announced Plans to Build a Mega City That Will Cost $500 Billion (B)

US politics
State Break May Imperil Vote to Begin Tax Debate, Lawmaker Says (B)
Top House tax writer suggests 401(k) changes could still happen, contradicting Trump (C)
Cohn Floats Idea of Gas Tax Hike for Infrastructure (B)
Tracking deregulation in the Trump era (Brookings)
Sen. Schumer calls Treasury Secretary Mnuchin a liar and a ‘suck up’ to Trump (C)

Cybersecurity
New Ransomware Outbreak Spreads Through U.S., Russia and Ukraine (W)
The real threat from North Korea is in cyber space (FT)

Industries & companies
Autos: The 10-Year Plan to Make Cadillac Cool Again (W)
Consumer: Coke Zero Sugar Helps Coca-Cola Hold On to Soda Drinkers (W)
FANGs: Amazon wants you to let its delivery people into your home but the internet is wary
FANGs: Amazon’s Stab at Allowing Brick-and-Mortar Returns Is Deemed Underwhelming (B)
Financials: Congress Makes It Harder to Sue the Financial Industry (W)
Financials: Uber Chooses Barclays and Visa for Its No-Fee, Co-Brand Credit Card (B)
Pharma: OxyContin Maker Probed Over Opioid Relief Claim (B)
Retail: Hilfiger Says Making Clothes in America Remains Impossible Dream (B)
Tech: Snap, Twitter Battle for Second Place—by Different Measures (W)

Corporate finance
Vistra Energy Nears Deal to Buy Dynegy (W)

Offbeat
Amazon's Dream of Drone Deliveries Get Closer With Trump's Executive Order (B)
Overstock Is the Latest Stock to Surge Thanks to the Cryptocurrency Craze (B)

Oct 25 (Wecnesday)

Markets
Strong US earnings lift confidence in global outlook (FT)
David Einhorn Is Wondering If Value Investing Even Works Anymore (B)

Central banks
Trump Asks GOP Senators for Show of Hands on Fed Nominee Choices (B)
Warsh Met With Vice President Pence About Top Fed Job Last Week (W)
ECB Must Strike Right Balance in Scaling Back Bond Purchases (W)
What Happens When the ECB Steps Back From Corporate Bonds? (W)

US
Caterpillar Is the Latest Sign the World's Economy Hasn't Looked This Good in Years (B)
More People Think Renting Is a Better Deal Than Buying (W)
How Airbnb Affects Home Prices and Rents (W)

Europe
Germany’s coalition requires compromise (FT)

China
Chinese investment banks face new headwinds (FT)
China Boosts Powers of Xi Jinping as Equal to Mao (W)
Xi’s New Milestone Positions Him to Rule China for Decades More (B)

US politics
Arizona Senator Jeff Flake Torches Trump After Announcing His Retirement (B)
Trump and Corker’s Feud Erupts Again, This Time Over Taxes (B)
Auto industry tells Trump 'We're winning with NAFTA' (R)

Industries & companies
Autos: GM, Fiat Chrysler Shares Climb As Investors Focus on Future (W)
FANGs: Amazon Launches ‘Business Prime’ to Bring Quick Delivery to Work (B)
FANGs: Amazon rivals turn to legal fine print to stem Whole Foods strategy (R)
Financials: Wealthier Depositors Pressure Banks to Pay Up (W)
Industrials: 3M Earnings Jump as Push Into Technology Pays Off (W)
Industrials: Caterpillar on Track to Break Sales Slump (W)
Manufacturing: Corning Gains on Demand for Its Glass for Smartphones (W)
Restaurants: McDonald’s Focus on Low Prices Brings in Customers (W)
Retail: Sears Stops Selling Whirlpool Appliances (W)
Real estate: Big Mall Operator Does the Unthinkable—Builds a Mall (W)

Cryptocurrency
There's Now a Cryptocurrency Fund-of-Funds (B)
Is an ICO an Investment or a Donation? (W)

Offbeat
Sony’s Pet Project, a New Robot Dog, to Be Unleashed Soon (W)
WeWork Venture to Buy Lord & Taylor’s Flagship Store (W)

Oct 24 (Tuesday)

Markets
Global Investors Chase Safety, Yield in U.S. Bonds (W)

Central banks
Trump Says He’s ‘Very, Very Close’ to Naming Fed Chair Nominee (B)
What John Taylor’s Rule Could Mean for the Fed (B)
Central Bankers Uneasy on Inflation (W)
Ray Dalio Says Fed Should View U.S. as Split Into Two Economies (B)
Yield curve control should be Draghi parting shot (FT)

US
Americans have more debt than ever — and it's creating an economic trap [says the IMF] (BI)
Americans Are Retiring Later, Dying Sooner and Sicker In-Between (B)
Missing Growth from Creative Destruction (FRB-SF)
U.S. Ran $666 Billion Deficit In Fiscal 2017 (W)

Europe
Catalan leaders deny direct rule from Madrid (BI)

Japan
Japan's Shinzo Abe hails landslide victory in snap election (NN)
Abe’s Election Win Heralds Push for Japan’s Military (W)

China
Chinese Banks in Need of a Stiff Quality Check (W)
The slowdown in China's housing market, in one chart (BI)
China's Xi Jinping has an ambitious plan to catch up with Western militaries (BI)
A Xi Jinping Protégé Rises to Stardom (W)

Emerging
Saudi Upgrade to Emerging Market Status From MSCI Is ‘Inevitable,’ HSBC Says (B)

US politics
Trump Says 401(k) Treatment Won’t Change in Tax Plan (W)
This Big Tax Cut for ‘High Fliers’ Shows Why an Overhaul Is Hard (B)

Geopolitics
BLACKROCK: 10 geopolitical risks we’re watching (BI)
Japanese Official Warns North Korean Threat Critical, Imminent (W)
Tillerson Urges Action From Pakistan Against Taliban (W)

Cybersecurity
Kaspersky to Allow Review of Its Cybersecurity Software (W)
Hackers Target Nation’s Schools (W)

Industries & companies
Aerospace: Arconic Names Former GE Executive as CEO (W)
Autos: GM’s Stock Gets a Charge as It Gears Up to Take On Tesla (W)
FANGs: Amazon Says 238 Places Want to Host Its New Headquarters (W)
FANGs: Etsy Shares Pinched By Amazon’s Latest Crafts-Selling Effort (W)
Industrials: GE Shares Sink as Analysts Cut Price Targets, Question Dividend (W)
Industrials: General Electric Has a Long-Term Care Problem (W)
Pharma: Pharma’s New Profit Formula: Take Generics, Add Marketing (W)
Restaurants: For Chipotle Investors, This Quarter Is All About Queso (B)

Corporate finance
Netflix to finance new shows from $1.6bn bond sale (FT)
Hartford to Pay $1.45 Billion for a Unit of Aetna (W)

Technology
‘Alexa, Can You Prevent Suicide?’ (W)
Millennials Are More Likely to Buy a Self-Driving Car (B)
Google Debuts Software to Open Up Quantum Computers for Chemists (B)

Cryptocurrencies
Prince Alwaleed Says Bitcoin Is ‘Enron in the Making’ (B)
Only One in 10 Tokens Is In Use Following Initial Coin Offerings (B)

Offbeat
The New Populism Isn't About Economics (B)
World Series Clash Marks the Rise of Baseball’s Superteams (W)
Sessions Targets MS-13 Gang (W)

Oct 23 (Monday)

Markets
What’s Really Driving This Stock Market Higher (BR)
A Record in Records for U.S. Stocks Rallying Sixth Straight Week (B)
Hunt for Yield Fuels Boom in Another Complex, Risky Security [: CLOs] (W)
[Japan,] Land of the Rising Sum (BR)

Central banks
Yellen Defends Legacy Amid Uncertainty Over Fed Leadership (B) | Speech
ECB Taper to Have Ripples From Switzerland to Ivory Coast (W)

US
Is the 10-Year Treasury Signaling a Recession? (BR)
Booming Truck Market Shows the Economy Is Motoring (B)

Europe
Europe’s Chances for a Wage Boom Look Slim (W)
Crisis Deepens as Madrid Moves to Seize Control of Catalan Government (W)

Japan
Shinzo Abe gains big victory in Japan election (FT)
Abe Aims to Change Japan’s Constitution After Election Win (W)

China
China’s leader Xi Jinping declares the start of a “new era” (E)

Emerging
How Saudi Arabia Is Building Its $2 Trillion Fund (B)

US politics
Trump Optimistic on Reaching Tax Plan by Year-End (W)
US budget vote provides sorely needed Republican unity (FT)
Trump says he supports new top tax rate for wealthy (FT)
McConnell Says Hasn't Given Up on Tax Plan Being Revenue Neutral (B)
How Money Managers Plan to Battle 401(k) Cuts in Trump's Tax Plan (B)
Schumer Says Bill to Prop Up Obamacare Has Votes to Pass Senate (B)
Trump Plan for Coal, Nuclear Power Draws Fire From Environmental, Oil Groups (W)
Tillerson, Cohn Are Free to Leave White House (BR)

Geopolitics
Tillerson Calls on Europe to Back Latest Sanctions on Iran (B)

Cybersecurity
Data Breaches: An Artifact of Indifference (BR)

Industries & companies
Autos: Tesla to Build Factory in China (W)
FANGs: How Facebook’s Master Algorithm Powers the Social Network (W)
Industrials: GM’s Stock Gets a Charge as It Gears Up to Take On Tesla (W)
Tech: Breaking Up Tech (BR)
Tech: Investors snap up US tech stocks (FT)
Tech: SoftBank Is the Berkshire Hathaway of Technology, Bernstein Says (B)

Technology
The latest AI can work things out without being taught (E)

Offbeat
Trump to Allow Release of Classified JFK Documents (W)
‘Wolf of Wall Street’ warns ICOS are ‘biggest scam ever’ (FT)

Oct 21 (Saturday)

Markets
Bitcoin Breaches $6,000 for the First Time (B)
Japan’s SoftBank Plans Second Giant Tech Fund (W)

Credit & commodities
Bond Traders Wrestle With Two Extremes for the Fed in Powell and Taylor (B)
Kobe Steel Finds More Products Shipped With Quality Issues (W)
Trash Talk: Price of Recyclables Sinks After China Bans U.S. Scrap (W)

Wall Street
Goldman Is Pricing Credit Research as Low as $200 Per User (B)
Robots Are Winning as AI-Powered ETF Beats the Market, BofA Says (B)

Central banks
AI offers clues to hawks and doves circling the Fed (FT)
How High Could Rates Go if Taylor Becomes Fed Chair? (W)

US
Housing-Supply Shortage Weighs on Home Sales (W)
Drop in Teen Birthrate Helps Drive Decline in Fertility (W)
Wisconsin’s Foxconn Deal Highlights How States Dangle Cash as a Lure (W)

Europe
EU demands ‘firm and concrete’ Brexit divorce offer (FT)
Brussels threatens to cut Turkey’s accession funds (FT)

US politics
GOP Gears Up for Tax Overhaul (W)
The Senate passes its budget, clearing a huge hurdle for Trump's tax plan (BI)
Republicans could now unexpectedly try to "steamroll" Trump's massive tax plan through Congress (BI)
Republicans are considering a proposal that would radically change the way you save for retirement (BI)

Geopolitics
N Korea ‘months’ away from ability to strike US, says CIA (FT)
Japan’s Abe Parlays N. Korea Threat Into Favored Electoral Victory (W)

Industries & companies
Autos: Daimler Earnings Hit as Diesel Scandal Lingers (W)
Consumer: Procter & Gamble Puzzled by Weak Consumer Spending (W)
Industrials: GE Slashes Outlook, Will Exit Businesses Totaling $20 Billion (W)
FANGs: How the FANG Rally May Fade (B)
FANGs: US cities shower Amazon with offers of tax breaks (FT)
Financials: AmEx Chief’s Mission: Get Millennials, Keep the Rich (W)
Financials: Wells Fargo Fires 4, as Woes Spread to Investment Banking (W)
Tech: Microsoft Joins the Home-Speaker Party With Invoke (W)

Offbeat
The World’s Next Environmental Disaster [in India] (W)

Oct 20 (Friday)

Markets
Dow 23000 Comes 30 Years After Black Monday (W)
Beneath the Market Rally: Less Trading (W)
Tech Rout Drags Down Emerging Markets Along With Everyone Else (B)
BlackRock Doesn’t Want Your ETF Fees...At Least Not Right Away (B)
Europe’s Fee-Destroying ETF Revolution (B)

Central banks
The Only Fed Rule Is That There Are No Fed Rules (B)
GOP Divided Over Monetary Policy as Fed Pick Looms (W)
Senate Banking Chairman Says Yellen’s Fed Too Slow to Raise Rates (B)
Trump met Fed's Yellen in Fed chair search: White House official (R)
The Fed Claims to be Independent. That’s mostly a myth. (N)

US
U.S. jobless claims hit 44-1/2-year low; mid-Atlantic factories humming (R)
Will Seniors’ Spending Catch Up to Their Soaring Optimism? (W)

Europe
'A long way to go' in German coalition talks, liberal FDP says (R)
Spain Poised to Strip Catalonia of Powers (W)
Italy's Renzi pledges to hike budget deficit if he wins election (R)
Italians Have Perfected the Art of Waiting It Out (R)

China
China’s Economic Future Is Bound Up in the Past (W)

US politics
Senate Republicans Expect to Pass Budget Resolution (W)
Changes in Store for Foreign Companies’ Tax Treatment in U.S. (W)
Trump’s Support for Health Fix Tied to Conservatives’ ACA Rollbacks (W)
Proposed Law Seeks More Disclosure About Online Political Ads (W)
Tillerson Vows to Stay On Until He’s ‘No Longer Needed’ by Trump (B)

Geopolitics
Tillerson Warns China on Trade, Territorial Claims (W)
FBI Probes Chinese Businessman Linked to North Korean Trade (W)

Industries & companies
Airlines: United Tumbles After CEO Leaves Wall Street Skeptical of Turnaround (B)
Consumer: Unilever, Nestlé Test Investor Patience With Slower Sales (W)
FANGs: Billions in tax breaks offered to Amazon for second headquarters (R)
FANGs: Facebook to Test News-Subscription Sign-up (W)
FANGs: Apple Watch Hits Cellular Snag in China (W)
Retail: Wal-Mart’s Answer to Amazon? Its Own Web Mall (W)
Tech: PayPal Posts Stronger-Than-Expected Results on Mobile Growth (W)

Technology
Reliability Ratings for Electric Cars Get a Boost (W)

Offbeat
California’s Wildfire Strategy Falls Short on Urban Risk (W)

Oct 19 (Thursday)

Markets
Dow Hits Another Milestone, But Signs of Caution Loom (W)
Treasury secretary: Pass a tax bill or markets will tank (PO)
Passive investing defenders make case for ETFs (FT)
Hedge Funds Stung by Prospect of Interest-Rate Rises (W)

Central banks
Bond Market's ‘Taylor Put’ Signals Traders on Edge Over Fed Pick (B)
Fed Officials [Kaplan & Dudley] Warn Against Push for Tax Cuts Over Real Reform (W)
ECB plans longer, slower taper to keep lid on euro (FT)

US
Fed’s Beige Book: Economic Activity Grows Despite Hurricanes (W)
Hurricanes Weighed on Housing Starts (W)
Most U.S. States Aren’t Prepared For the Next Recession (W)

Europe
Germany’s Merkel Begins Tricky Three-Way Coalition Talks (W)

Japan
Coalition partner keeps Abe in power — and in check (FT)

China
China’s Xi Feeds Expectations for a Lengthy Reign (W)
Xi’s Grand Vision for China Prioritizes Party Power Over Reform (B)
Who Has the World's No. 1 Economy? Not the U.S. (B)

US politics
Mnuchin Says It’s ‘Very Hard Not to Give Tax Cuts to the Wealthy’ (B)
Senate Democrats May Force Vote on State Tax Break This Week (B)
Republicans face close budget vote ahead of tax push (FT)
Deal to Prop Up Obamacare Stalls After Trump’s Mixed Signals (B)

Geopolitics & terrorism
Clinton: U.S. Threats of North Korea War ‘Dangerous and Shortsighted’ (W)
YouTube’s AI tech flags 83% of extremist videos (FT)

Cybersecurity
McAfee says no code-sharing with security services (FT)

Industries & companies
Financials: U.S. Bank Profit Shoots Higher, But Questions Linger on Loan Growth (W)
Financials: US banks abandon crisis-era taboo of growth (FT)
Financials: Insurers Brace for Drop in Enrollment Amid ACA Turmoil (W)
Industrials: GE’s New Chief Makes Cuts, Starting With Old Favorites (W)
Pharma: Amazon, Anthem, Congress Put Drug Benefits Firms in Hot Spot (B)
Pharma: Anthem to Launch Its Own Pharmacy-Benefit Manager (W)
Retail: Why Streetwear Brand Supreme Is Worth $1 Billion and Abercrombie Isn’t (W)
Tech: BuzzFeed CEO: Google, Facebook Should Share More Revenue (W)
Tech: IBM: Big Blue Coming Out of the Red (W)

Technology
Machines Took Over the Stock Market. Next Up, Bonds (W)
Robots Are Coming for These Wall Street Jobs (B)
This Company’s Robots Are Making Everything—and Reshaping the World (B)
Protecting Against AI’s Existential Threat (W)
Computer teaches itself to be world’s best Go player (FT)

Offbeat
Ecstasy Goes From Club Drug to Possible PTSD Treatment (W)

Oct 18 (Wednesday)

Markets
Dow Industrials Cross 23000 for First Time (W)
How big is the risk of another Black Monday crash? (FT)
It's time to think about active money management again (BI)
Trump-Inspired Political Funds Bring Active Twist to ETF Market (B)
An obscure company is ground zero for the biggest debate in the stock market [ETFs] (BI)

Cryptocurrency
Wall Street’s dismissal of bitcoin becoming harder (FT)
Goldman Sachs Says Gold Is Better Than Bitcoin (B)
Goldman and Google Are Among the Most Active Blockchain Investors (B)
What Is an ICO Anyway? A Few Theories (B)

Central banks
Trump Plans to Pick Next Fed Chair Before Nov. 3 Asia Trip (B)
Trump Narrows Fed Leader Search to Five Candidates (W)
The Bank of Japan’s Stealth Taper Is Back (W)
Bernanke: Temporary price-level targeting: An alternative framework for monetary policy (Brookings)

US
U.S. Industrial Production Rose Modestly in September (W)

China
How China’s Financial Cracks Could Spread (W)
Xi Jinping’s Power Plays Set the Stage for a Long Encore (W)
Alibaba’s Tsai: Beijing Doesn’t Have Unlimited Access to Chinese Corporate Data (W)

US politics
Senators Say They've Reached Bipartisan Deal to Prop Up Obamacare (B)
Trump Warns McCain: ‘I Fight Back’ (W)
Trump’s Pick for Drug Czar Withdraws Name (W)

Geopolitics
North Korea Warns That Nuclear War Could ‘Break Out Any Moment’ (B)
Nafta Deadlock Forces Ministers to Extend Talks Into 2018 (B)

Industries & companies
Aerospace: Airbus Secures Canadian Wingman in Dogfight With Boeing (W)
FANGs: Amazon Wants to Install Lockers in Your Apartment Building's Lobby (B)
FANGs: Amazon is adding 1 million square feet of warehouse space a week (BI)
FANGs: Google Serves Fake News Ads in an Unlikely Place: Fact-Checking Sites (N)
Financials: Morgan Stanley’s Earnings Rise on Strength in Wealth Management (W)
Financials: Goldman Sachs Had Good Earnings, but It Could Learn From Morgan Stanley (N)
Insurance: UnitedHealth Revenue Grows Despite ACA Exit (W)
Retail: Wal-Mart Sees ‘Second-Mover Advantage’ in E-Commerce (W)
Tech: Facebook just bought tbh, an app teens are obsessed with that's at the top of the App Store (BI)
Tech: Barry Diller Says Tech Giants ‘Inevitably’ Will Face More Regulation (W)

Corporate finance
Uber Likely to Reach a Deal With SoftBank in One Week (W)
SoftBank Creates Venture to Buy 8,000 Cellular Sites Across U.S. (W)
Impax Labs, Amneal Pharma Agree to Merge (W)

Technology
GM to test self-driving cars in New York City (FT)

Offbeat
George Soros Transfers Billions to Open Society Foundations (N)

Oct 17 (Tuesday)

Markets
Bond Traders Get Yellen's Green Light to Sell U.S., Buy Europe (B)
State Street escalates price war over ETFs (FT)

Commodities
Growth in steel demand forecast to slow next year (FT)
Palladium: This Metal Is Tearing up the Market in 2017 (NN)

Central banks
Taylor Impresses Trump for Fed Chairman, Warsh Slips (B)

Europe
Spain Gives Catalonia Thursday Deadline to Drop Secession Bid (W)

China
China’s Xi Approaches a New Term With a Souring Taste for Markets (W)
China’s congress matters for investors this time (FT)

US politics
Corp. Tax Cut Would Boost Incomes, White House Says (W)
GOP Tax Plan Would Make Mortgage Break Irrelevant (W)
Trump Embraces McConnell in Search of a Tax Win (B)

Geopolitics
Nafta Demise Emerges as a New Risk for Investors (W)
Tillerson says in US interest to stay in Iran nuclear deal (FT)

Cybersecurity
Significant Flaw Discovered in Wi-Fi Security Protocol (W)

Industries & companies
Financials: Credit Suisse targeted for break-up by hedge fund (FT)
Media: Netflix's Streaming Ambitions Don't Come Cheap (B)

Technology
How Google’s Quantum Computer Could Change the World (W)

Cryptocurrencies
Early Bitcoin Investor Has Some Advice On How Much Money to Hold in Bitcoin (B)
Fraud Isn’t Among the ‘Real Concerns’ RBC Chief Has With Bitcoin (B)

Offbeat
Astronomers just proved the incredible origin of nearly all gold, platinum, and silver in the universe (BI)

Oct 16 (Monday)

Markets
Black Monday 2.0: The Next Machine-Driven Meltdown (BR)
Who Says This Stock Market Is Overpriced? (BR)
The Coming Renaissance of Macro Investing (BR)
Rethinking Junk Bonds (BR)

Funds
Barbarians Open Their Gates: Blackstone Seeks Retail Cash (W)

Central banks
Central Bankers Say Weak Inflation Could Prolong Monetary Stimulus (W)
Yellen: Gradual Rate Increases Should Help Growth (W) | Speech
Yellen Calls Inflation the 'Biggest Surprise' in the Economy (B)
Kuroda: Bank of Japan Will Keep Pursuing Aggressive Easing (W)
China's Central Bank Chief Warns Corporate Debt Is Too High (B)
China Central Bank’s Zhou Calls for Clarity in Public Finances (W)

US
The Not-So-Retiring Labor Force (BR)

Europe
Conservatives’ Loss in German State Election Is Blow to Merkel (W)
Austrians Lean Toward Nationalist Government Led by a Millennial (B)

China
China's Impact on Global Markets is About to Get Much Bigger (B)
Xi Jinping has more clout than Donald Trump. The world should be wary (E)

Emerging
Emerging Markets Will Be Key Drivers of Global Growth (BR)

US politics
Congress to Tackle Health Care Again (W)

Geopolitics
Tillerson Pledges Diplomacy With North Korea 'Until the First Bomb Drops' (B)
Nafta Demise Emerges as a New Risk for Investors (W)
U.S. Officials Back Trump’s Stance on Iran (W)
U.S. Presses for Changes in IMF, World Bank Policies (W)

Industries & companies
FANGs: Amazon Bookstores Offer Peek Into Whole Foods’ Future (W)
Finanicals: Big Banks Lifted by Buybacks and Earnings (BR)
Financials: PayPal’s Market Value Eclipses AmEx, Nears Morgan Stanley (W)
Tech: UberEats on track to surpass $3bn in sales (FT)

Technology
China seeks dominance of global AI industry (FT)
Your Next Home Could Run on Batteries (W)

Oct 14 (Saturday)

Markets
Get Ready, Europe: BlackRock Sees Trillions Headed for Your ETFs (B)
Fink Sees More Systemic Risk Than the VIX Would Have You Believe (B)

Fed commentary
Rethinking Monetary Policy in a New Normal (Brainard, FRB)
Prospects for Emerging Market Economies in a Normalizing Global Economy (Powell, FRB)
Fed president James Bullard tells us why he disagrees with his colleagues about the need for more rate hikes (BI)
What’s the Future of Interest Rates? The Answer’s in the Stars (Williams, FRB-SF)
Fed's Evans Says Latest Inflation Data Was Not ‘Encouraging’ (B)
Balance-Sheet Normalization in the United States (Bostic, FRB-ATL)

Central banks
The Long-Awaited Fed Balance Sheet Taper Begins Today With Mortgages (B)
Fed Contender Taylor Laments Central Bank’s Precrisis Monetary Policy (W)
What You Need to Know About John Taylor (W)
Summers Says Fed Should Be Less Theological About Independence (B)

Fintech
G-7 Finance Ministers and Central Bank Governors Release Cyber Security Report (US Treasury)
The rise of a new kind of finance is setting off alarm bells at the Fed (BI)
U.S. Faster Payments Governance Framework Formation Team announced (FRB)
IMF Brings Policymakers Together to Foster Cooperation on Fintech (IMF)

Cryptocurrencies
Cryptocurrencies are 'in the 3rd inning' — and Wall Street is just getting started (BI)
Jamie Dimon Said He Wouldn’t Talk About Bitcoin Anymore. That Lasted One Day (B)
Bitcoin Competitors Are Being Built in Ex-Google Coders' Laptops (B)

US
U.S. Retail Sales Rose 1.6% in September (W)
Consumer confidence explodes to a 13-year high (BI)
This Country Has Plenty of Jobs. Where Are All the Workers? (B)

Demographics
For Old and Young Americans, the Economy Couldn’t Look More Different (W)
The share of Americans living without a partner has increased, especially among young adults (Pew)
A closer look at who does (and doesn’t) pay U.S. income tax (Pew)

China
China's trade data impressed in September (BI)
Chinese Cities Buy Off Housing Glut With Borrowed Money (W)

US politics
Mnuchin Says Parts of Tax Plan Would Be Temporary (W)
Trump Just Took Ownership of Obamacare’s Political Risks (B)
Trump to End Insurer Subsidies (W)
Social Security Benefits Expected to Get 2% Boost in 2018 (W)

Geopolitics
Trump Vows to End Iran Deal Himself if Congress Won’t Act (W)
End-of-Nafta Jitters Emerge in Remote Corner of Global Markets (B)
U.S. Demands Steel Tracking in Tough Nafta Push on Autos (B)
China moves in as US pulls back from global bodies (FT)
South Korea Needs to Diversify Trade Beyond U.S. and China, Finance Minister Says (W)

Industries & companies
Airlines: Boeing passenger jets have falsely-certified Kobe Steel products-source (R)
Airlines: EasyJet in Talks for 25 Air Berlin Jets Based at Tegel Airport (B)
Airlines: FAA Orders Inspections of Engines on Most A380s (W)
Autos: Toyota and Mazda Seek $1 Billion Incentive Package for U.S. Plant (B)
FANGs: Qualcomm Seeks China iPhone Ban, Escalating Apple Legal Fight (B)
FANGs: Amazon Is Coming to the Amazon, Shaking Brazil Retailer Stocks (B)
FANGs: Amazon Is Getting Into Sportswear (B)
Financials: Bank of America Profit Climbs, Driven by Higher Interest Rates (W)
Financials: Wells Fargo Posts Weaker Earnings (W)
Pharma: Bayer to Sell Assets to BASF for $7 Billion (W)
Tech: Samsung’s Leadership Crisis Deepens as CEO Plans Exit (W)

Offbeat
Death toll mounts from California’s wildfires
Surge in Drone Safety Reports Prompts ‘Emergency’ Action at FAA (B)

Oct 13 (Friday)

Markets
Fed Study Suggests Trump May Have Fed to Thank for Stock Rally (B)
Record $6.6bn flows into global equity funds (FT)
The New Rules That Could Make ETFs Unstoppable (B)

Central banks
Trump Interviews Stanford Economist Taylor for Top Fed Job (W)
Draghi Says ECB’s Negative Rates Have Been a Success (W)
ECB policymakers hone in on stimulus extension at lower volumes (R)

US
U.S. producer inflation, labor market strengthening (R)
Don't Worry About Inflation. Solve the Housing Shortage. (B)

US politics
GOP Struggles to Win Over Dissidents on State, Local Tax Break (B)
House GOP May Keep Partial State and Local Tax Deduction (W)
Republicans eye alternatives for getting to 20 percent corporate tax rate (R)
Economists Split Over GOP Tax Plan’s Long-Term Effects on Growth (W)
Trump Signs Order Expected to Weaken Health-Care Law (W)
Trump's Chief of Staff Says He's Not Quitting or Being Fired (B)

Geopolitics
US demands World Bank overhaul of lending to China (FT)
Trump Says Separate Trade Pacts With Canada, Mexico Could Replace Nafta (W)
Palestinian Authority, Hamas Reach Reconciliation Deal (W)
Three scenarios if Trump decertifies Iran nuclear deal (FT)
Facebook to Disclose Targets of Russia-Backed Election Ads (W)

Industries & companies
Autos: GM to Idle Detroit Car Factory Amid Slow Demand (W)
FANGs: Amazon to Add 120,000 Holiday Workers, Same as Last Year (W)
Financials: US banks pinched by Trump policy gridlock (FT)
Financials: Cost Cuts, Credit-Card Lending Buoy Bank Earnings (W)
Financials: Goldman Sachs Is Buying A House-Flipping Lender (W)
Media: Cord-Cutters Sap AT&T’s TV Business (W)
Tech: Samsung projects record Q3 profit on memory chip demand (FT)

Technology
Electric cars: China’s highly charged power play (FT)

Cytotechnology
Bitcoin Mania Takes Off as Cryptocurrency Surges Past $5,000 (B)
Global Demand for Bitcoin Shifts Wildly in Response to Regulation (B)
Dimon: ‘I’m Not Going to Talk About Bitcoin Anymore’ (B)

Offbeat
Officials Search for Missing in California Wildfires (W)

Oct 12 (Thursday)

Markets
A melt-up is likely gripping the market, and its ultimate demise could resemble the 1987 bust, Yardeni predicts (C)
This Is How Trump's Market Rally Stacks Up Against Other Presidents' (B)
Junk Bond Boom Reaches Far Corners of World (W)
Japan Shares Rise With Nikkei 225 Closing at Highest Since 1996 (B)
China Orders Smooth Markets for Communist Party Congress (W)

Central banks
Fed on Track to Raise Rates Despite Weak Inflation, Minutes Show (W)
Fed Minutes Show Support for Next Hike Was a Close Call for Some (B)
Minutes of the Federal Open Market Committee, September 19-20, 2017
WSJ Survey: Kevin Warsh Seen as Trump’s Most Likely Pick to Lead Fed (W)

IMF
IMF Identifies Nine Big Banks Likely to Struggle With Profitability (W)
Trump administration hits out at IMF over tax reforms (FT)

US
Record Job Openings Aren’t Enticing Workers to Quit (W)
This Jump in U.S. Retail Sales and Inflation Isn't What It Seems (B)
AllianceBernstein Considers Moving Some Staff Away From New York (W)
Suburban Offices Are Cool Again (B)

Europe
Spanish PM demands clarity on Catalan independence (FT)
Inside His Palace, Catalan President Puzzled Over How to Avoid Checkmate (B)

China
Xi’s Legacy May Rest on the World’s Biggest Infrastructure Project [One Belt One Road] (B)
China’s Next Five Years—Squeezing the People to Feed the State (W)
The Big Winner From China’s Foreign-Aid Frenzy: China (W)

US politics
Bob Corker Is Just the Beginning of Trump’s Tax-Cut Problems (B)
Can Trump Really Shut Down NBC? (B)
House Panel Plans to Release Russia Ads After Facebook Meeting (B)

Geopolitics
Russia threatens severe curbs on US media (FT)
China Protests U.S. Sailing Near Disputed Islands in South China Sea (W)
Trump’s Nafta Goals: Dilute Pact’s Force, Loosen Regional Economic Bonds (W)
Trump Calls Trudeau ‘a Great Friend’ With Nafta Tensions Running High (B)

Cybersecurity
Russia Has Turned Kaspersky Software Into Tool for Spying (W)
North Korea Allegedly Hacked Antivirus Software in Defense Theft (W)
North Korean Hack of U.S. War Plans Shows Off Cyber Skills (B)

Industries & companies
Autos: Aluminum Supplier Scandal Forces Toyota, Nissan to Check Car Safety (W)
Consumer: Unilever takes steps to streamline operations (FT)
FANGs: Alibaba Sizes Up Facebook, Amazon With R&D Splurge (W)
FANGs: Amazon Welcomes Teens, Gives Parents the Purse Strings (W)
FANGs: Kroger Must Admit Its Amazon Problem (B)
FANGs: Facebook Unveils $199 Wireless Virtual-Reality Headset (B)
Media: Fox Projects Up to $20 Million in Lost World Cup Ad Sales (B)
Retail: Coach Changes Its Name to Tapestry (W)
Tech: Galloway Says Big Tech Companies Have Reached a Breaking Point (B)

Cryptocurrency
Bitcoin Is Retaking Its Place as King of the Cryptocurrencies (B)
Fans of Digital Currency Ether Can Now Buy ETNs—In Sweden (B)

Offbeat
Coming Soon to California: Cars Without a Human Behind the Wheel (B)
Deadly California Wildfires Rip Through Once-Safe Areas (W)

Oct 11 (Wednesday)

Markets
How Trump's tax plan could backfire on Wall Street (NN)
What Trump Bump? Businesses Aren’t Borrowing from Banks (W)
EM Bulls Need Only Fear Threats of Hawkish Fed, Slumping China (B)
Nobel Economist Thaler Says He's Nervous About Stock Market (B)

Central banks & IMF
Don’t Fear the Taylor (Rule) Fed; It May Not Look Much Different (B)
IMF Raises Global Economic Outlook for This Year and 2018 (W)
IMF upbeat as global economy enjoys growth spurt (FT)
IMF Warns Against Complacency Even as Global Growth Gains Steam (B)
World Economic Outlook, October 2017: Seeking Sustainable Growth (IMF)

US
American Households Spend Bigger Slice of Income on Debt Payments (B)
For Some Struggling Malls, Churches Offer Second Life (W)

Europe
Catalans Retreat From Immediate Independence to Seek Talks (B)
Rutte forms new Dutch government after 208 days (FT)

US politics
Trump Allies Fear His Corker Feud Is Putting the GOP Tax Plan at Risk (B)
Trump Suggests He’d Beat Tillerson in an IQ Test (B)
Trump's Madman Theory Is Simply Crazy (B)
Krugman Praises Paul Ryan's Corporate Tax Reform Plan (B)
EPA Issues Proposal to Withdraw Obama Power-Plant Rules (W)
Congress Considers Low-Interest Loans for Puerto Rico (B)

Geopolitics
North Korea Suspected of Hacking U.S.-South Korean War Plans (W)

Industries & companies
Consumer: P&G Says Peltz Lost Bid for Seat; Activist Disputes Result (W)
FANGs: Apple Strikes Deal With Spielberg’s Amblin for ‘Amazing Stories’ Reboot (W)
FANGs: Jeff Wilke: The Amazon Chief Who Obsesses Over Consumers (W)
FANGs: Russian revelations threaten to shake Facebook to its core (FT)
Pharma: Pfizer Reviews Options for Consumer Healthcare Business (W)
Restaurants: Starbucks CEO Sees Decades of Growth From Its Chinese Expansion (B)
Retail: Pennies count as US grocers wage discount war (FT)
Retail: Wal-Mart Plans Further Cost Cuts as Competition With Amazon Intensifies (W)
Tech: Dell Bets $1 Billion on ‘Internet of Things’ (W)

Technology
SoftBank Leads $164 Million Bet on Digital-Mapping Startup Mapbox (W)
Japan’s Satellite to Help Keep Self-Driving Cars—and North Korea—In Line (W)
FAA Panel Splits on Drone Tracking Requirements (W)

Mother Nature
Thousands Forced to Flee as Wildfires Continue to Rage in California (W)

Offbeat
Police Change Key Piece of Timeline in Las Vegas Shooting (W)
NFL Owners to Discuss Policy on Standing for Anthem (W)
Trump Puts Spotlight on Sports Tax Breaks (W)
Drivers Can Get Porsches on Demand With a $2,000-a-Month Subscription (B)

Oct 10 (Tuesday)

Markets
Wall Street pauses before earnings season (C)
The Economy Is Humming. Bankers Are Cheering. What Could Go Wrong? (N)
Financials and healthcare weigh on Wall Street (FT)
How Bonds Will Trade Trump's Fed Pick (B)

Funds
What ‘Liquidity’ Means for Fund Investors (W)
ETF Trading Volume Slumps to Near Three-Year Lows (W)

Oil
OPEC Chief Says Floating Storage Is Shrinking (B)

Central banks
Central Banks Pull Back as Global Growth Picture Brightens (W)
ECB: Banks’ Capital Buffers Are Big Enough to Cope With Higher Rates (W)

Global
Global Economy Set for Strong Growth Into 2018 (W)
Political hotspots across globe keep investors cautious (FT)

US
A Four-Year Degree Is Still a Gateway to Greater Wealth in U.S. (B)
Americans Face a Rising Risk of Dying Alone (B)

Europe
Amazon faces US tax bill after European ruling (FT)
Apple's Cook Meets Macron in Paris Amid Calls for Tech Taxes (B)
Merkel Agrees to Cap Number of Refugees Entering Germany (W)

Japan
Investors relaxed over Japan’s election uncertainty (FT)

Emerging
What Contagion? Only Turkish Assets Are Suffering Nation's Woes (B)

US politics
These Are the Tax Issues Threatening to Divide Republicans (B)
The Trump administration just revealed how it wants to make going public easier for companies (BI)
Report: A Financial System That Creates Economic Opportunities (US Treasury) | Press release
Trump moves to scrap Obama coal-fired power rules (FT)
Trump makes opening demands for 'Dreamer' deal — including funding for the wall (BI)

Geopolitics & terrorism
Google Identifies Russian Election Interference on Network (B)
Russia threatens severe curbs on US media (FT)
'Policy didn't work!': Trump tweets of North Korea after hinting at war (BI)
Why the U.S. and Turkey Are Suddenly in a Major Standoff (B)
France: the permanent state of emergency (FT)

Industries & companies
Autos: GM’s Conundrum: Too Many Factories Making Slow-Selling Cars (W)
FANGs: Peering Inside Google's $19 Billion Black Box (B)
FANGs: Is Facebook’s model spinning out of control? (FT)
FANGs: Amazon's Sales Tax Fight Is Heating Up as States Crack Down (B)
Industrials: Investors Just Placed Their 2nd Biggest Ever Bet on Industrials (B)
Industrials: GE Gives Trian Board Seat as CEO Reviews Strategy (W)
Pharma: California Drug Price Bill Becomes Law as Legal Fight Looms (B)
Restaurants: Carl's Jr. Sends Message to Amazon on Twitter: Please Buy Us (B)
Retail: America’s Retailers Have a New Target Customer: The 26-Year-Old Millennial (W)
Retail: Ikea turns to ecommerce sites in online sales push (FT)

Technology
Alphabet Gets Approval for Giant Balloons to Restore Puerto Rico’s Wireless Service (W)
Betting on bitcoin is like betting on the internet in the 90s (BI)
Want to Ditch Social Security Numbers? Try Blockchain (B)

Offbeat
Nobel Prize in Economics Awarded to Richard Thaler (W)
Fire Ravages Napa Valley (W)

Oct 09 (Monday)

Markets
The Meltup Before the Storm? (BR)
The bubble without any fizz (E)
October’s Not as Bleak as Its Reputation for Stock Markets (W)
American public pensions suffer from a gaping hole (E)
[Stock-pickers:] Investors once seen at risk of extinction are headed for their best year since the financial crisis (BI)

Central banks & IMF
Global Financial Stability Report October 2017 (IMF)
How might central banks create and use cryptocurrencies? (BIS)
Interest Rates and the “New Normal” (FRB-SF, Williams)
Estimating Key Economic Variables: The Policy Implications (FRB-BOS, Rosengren)
Fed’s Rosengren Stands Firm on Need for Gradual Rate Hikes (B)
Schäuble warns of another global financial crisis (FT)

US
Long-Term Household Income and Wealth Gains Favor Older Americans (FRB-SL)

Europe
German conservatives seek migrant deal in coalition talks (FT)
An imminent threat to the unity of Spain (E)

China
China Mobile Looks Cheap, but There’s a Catch (BR)
China’s Foreign Reserves Are Declining. Why, and What Effects Could This Have? (FRB-SL)

US Politics
Trump to Sign Order Easing Health Plan Rules, Official Says (W)
Corker Fires Back After Trump Tweets He 'Didn't Have the Guts to Run' (B)
Corker Calls White House `Day Care Center' After Trump Rant (B)

Geopolitics
U.S. Pressure on North Korea’s Ties Bears Fruit (W)
Trump Says ‘Only One Thing Will Work’ to Rein In North Korea (W)
The International Consequences of US Tax Reform (Project Syndicate)
Mexico’s Berry Bounty Fuels U.S. Trade Dispute (W)

Industries & companies
Autos: Ford has a clear plan to fix its present failings (E)
Consumer: Procter & Gamble vs. Nelson Peltz: A Battle for the Future of Big Brands (W)
FANGs: Amazon Has a Luxury Problem (W)
Retail: Wal-Mart: The Future of Retailing? (BR)
Retail: RH: Pricey Wares, Pricey Shares (BR)
Tech: Tinder Strikes Gold With New Subscription Feature (BR)

Offbeat
Most Oil in Gulf Remains Shut, Thousands in Dark After Nate (B)
NRA Official Opposes Ban on 'Bump Stocks' Used in Vegas Massacre (B)

Oct 07 (Saturday)

Markets
It's Market Mania for Assets All Around the World (B)
Asset prices are high across the board. Is it time to worry? (E)
Trump’s Team Wants to Turn Off the Safety Measures on Some Bonds (B)

Currencies & cryptocurrencies
Dollar’s prospects rest on Trump’s choice of Fed chair (FT)
Kyle Bass Says ICO Investors Will Get Wiped Out in Crypto ‘Mania’ (B)

Central banks & IMF
Trump makes first mark on Fed as Senate approves key nominee (PO)
Dudley Says Job Gains Should Lift Inflation, Fed Should Tighten (B)
IMF, World Bank Leaders: Now Is the Time to Prepare for a Future Downturn (W)
Japan’s Koike questions excessive economic stimulus: [Yurinomics] (FT)

US
Beneath Hurricane-Hit Payrolls, U.S. Labor Market Shows Strength (B)
Americans Are Pouring Back Into the Workforce, Jobs Data Show (B)
The hospitality industry lost its most jobs in the history of the jobs report (BI)
Where Did All the Restaurant Workers Go? (B)
Married Americans Are More Unhappy Than Ever (B)

Europe
Companies Leave Catalonia on Fears of Secession From Spain (W)

US politics
Cohn Cites Untapped U.S. Growth Potential to Sell Trump Tax Plan (B)
Trump Refuses to Explain Remark About ‘Calm Before the Storm’ (B)
Nancy Pelosi's Reign Is in Serious Trouble (B)

Geopolitics
Chamber of Commerce Calls Trump Nafta Proposals ‘Dangerous’ (W)
Trump to announce new measures against Iran (FT)
Pacific Trade Advances Without the U.S. (W)

Cybersecurity
U.S. Confronts China Over Suspected Cyberattack as Guo Wengui Appears in Washington (W)
Exclusive: SEC's corporate filing system vulnerable to denial of service attacks - memo (R)
A Warning Shot on Equifax: MSCI Flagged Security Issues Last Year (W)

Industries & companies
Defense: Boeing Will Build More GPS-Guided Smart Bombs With Extra Pentagon Funding (B)
FANGs: Amazon Is Headed for the Prescription-Drug Market, Analysts Say (B)
FANGs: Amazon Fails to Deliver on Its Entertainment Content (W)
FANGs: Amazon Would Gain From Trump Push to Boost Cross-Border Retail (B)
Tech: Oracle bows to investors by cutting Ellison’s pay (FT)

Corporate finance
Trump Administration Wants an Easier Path for Firms to Go Public (B)

Technology
New Robot Analyst Slaps Sell Rating on Facebook and Google (B)
Chip Makers Are Adding ‘Brains’ Alongside Cameras’ Eyes (W)
Robotic Chefs Arrive in Restaurant Industry (W)

Offbeat
New Orleans Braces for Flooding Ahead of Tropical Storm Nate (W)
Outdated and Unreliable: FEMA’s Faulty Flood Maps Put Homeowners at Risk (B)
There’s a Climate Bomb Under Your Feet (B)
From Broken Home to Real-Estate Riches: Life of the Las Vegas Shooter (W)

Oct 06 (Friday)

Markets
U.S. Stocks Extend Run of Record Highs (W)
Groupthink Leaves Half the Stock Market a Crowded Trade (B)
Trump tax reforms risk crimping US bond market supply (FT)

Oil
Russia and Saudi reaffirm oil supply cut pledge (FT)
Shale Juggernaut Shows Signs of Fatigue (W)

Central banks
Randal Quarles, Trump’s First Fed Nominee, Wins Senate Approval (W)
Trump’s Short List for Fed Chair Features These Hawks and Doves (B)
The One Fed Choice That Would Really Spook The Bond Market: [John Taylor] (B)
Renzi warns ECB against changes to bad loan rules (FT)

Bitcoin
Forget Bitcoin. Have You Heard of IMFCoin? (W)
Bitcoin’s Rise Happened in Shadows of Finance. Now Banks Want In (B)

US
U.S. Trade Gap Narrowed in August (W)

Europe
Spain Moves to Block Catalan Parliament Session on Independence (W)

Japan
Abe's Free Education Plan May Slow the BOJ's Inflation Drive (B)

Emerging
Modi hits out at ‘pessimism’ over Indian economy (FT)

US politics
U.S. House Advances Budget Resolution (W)
GOP Hits Resistance on Estate-Tax Repeal—From Republicans (W)

Geopolitics & trade
North Korea ‘Decoders’ Offer Dire Warnings About Nuclear Program (W)
A North Korea Nuclear Strike on Tokyo and Seoul Could Kill 2.1 Million (B)
Whirlpool Wins Backing for Import Protection From Key U.S. Panel (W)
Five Things to Know About Hidden Russian Influence on Social Media (W)

Cybersecurity
Russian Hackers Stole NSA Data on U.S. Cyber Defense (W)
Ex-Equifax CEO Says There's No Evidence Breach Was an Inside Job (B)

Industries & companies
FANGs: Amazon Is Prime Job for New M.B.A.s (W)
FANGs: Amazon Is Testing Its Own Delivery Service to Rival FedEx and UPS (B)
Financials: New U.S. Rule Targets Payday Loans (W)
Media: Netflix Increases Price 10% for Its Most Popular U.S. Plan (B)
Pharma: New Jersey Sues Insys Over Opioid Painkiller (W)

Offbeat
YouTube Tweaks Search Results as Las Vegas Conspiracy Theories Rise (W)
Tropical Storm Nate Threatens U.S. Gulf Coast (W)

Oct 05 (Thursday)

Markets
Puerto Rico Bonds Sag After Trump Hints at Erasing Debt (W)
Trump Speaks and a $3.8 Trillion [Muni-Bond] Market Hears an Existential Threat (B)

Central banks
Fed has no reliable inflation theory, says Tarullo (FT)
Yellen: Fed Should Make Sure Bank Rules Aren’t Too Burdensome (W) | Speech
Digital Innovations, Finance and Central Banking (BOJ)

US
U.S. Service-Sector Activity Accelerated in September (W)
ADP: U.S. Private Sector Adds 135,000 Jobs in September (W)

Europe
Eurozone Retail Sales Fall Again, Posing Quandary for ECB (W)
Spain Tense as Catalonia Moves Toward Secession (W)

US politics
Talking Taxes: The Sacred Cows of the Tax Code (W)
Republicans Hammer Out Child Tax Credit Details (W)
Rex Tillerson says he 'never considered' resigning; does not deny calling Trump 'moron' (C)
Senators to Pitch Bill Regulating Political Ads on Social Media (W)

Cybersecurity
Senators Rip Credit-Reporting Model in Wake of Equifax (W)
Failure Has a Name at Equifax. Al Franken Says It's ‘Gus’ (B)
Russian Spy Tactic: Hack Smartphones of NATO Soldiers (W)
Key Lawmaker Calls for SEC to Delay Trading Database (W)

Industries & companies
FANGs: Google Doubles Down on Hardware With New Phones and Speakers (W)
FANGs: Google Releases Small Camera That Echoes Google Glass (B)
FANGs: Amazon and Apple hit by EU tax crackdown (FT)
FANGs: Amazon Must Pay $300 Million in Back Taxes, EU Says (W)
FANGs: Another Thing Amazon Is Disrupting: M.B.A. Recruiting (W)
Media: UBS: Netflix will remain the 'clear global leader' in video streaming (BI)

Las Vegas tragedy
Las Vegas Gunman Rapidly Amassed an Arsenal of Weapons (W)
Vegas Killer's Girlfriend Says He Left Her in the Dark (B)

Offbeat
Trio Win Nobel in Chemistry for 3-D Molecular Imaging (W)

Oct 04 (Wednesday)

Markets
U.S. Stocks Extend Gains on Strong Car Sales (W)
Tax Cuts Are the Dream Pushing a Market That Won't Stop Climbing (B)

US
Auto sales spike is the start of 'a big cycle turn,' strategist says (C)

Europe
Spanish King Says Catalan Leaders Have ‘Undermined Harmony’ (W)

Emerging markets
Why Emerging Markets Are Popping Despite the Risks (W)
Investors Pile Into Emerging-Market Real Estate (W)

US politics
Why the GOP tax plan could implode (C)
House tax plan 'highly likely' to include fourth rate on wealthy, likely not higher than 39.6%: Source (C)
Trump Points to Storm Budget Effect in Puerto Rico Visit (W)
Mark Cuban 'actively considering' run for president; 90% chance he won't run (C)

Cybersecurity
Regulators Fret About Cyber Risk After SEC Hack (W)
The White House and Equifax Agree: Social Security Numbers Should Go (B)
Yahoo Estimate of Breached Accounts Triples to 3 Billion (W)
Lawmakers Slam Equifax Ex-CEO Over Hack (W)

Industries & companies
Autos: Ford to Slash $14 Billion in Costs Under New CEO (B)
Autos: Toyota's U.S. Sales Beat Ford Every Month in Third Quarter (B)
FANGs: How Apple and Amazon built ‘moats’ to stave off the competition (C)
FANGs: After Apple, Europe Goes After Amazon For Alleged Unpaid Taxes (W)
Financials: Wells Fargo boss should go, says Elizabeth Warren (FT)
Tech: Samsung to Build Odyssey VR Headset for Windows (W)

Technology
How 3-D Printers Could Erase a Quarter of Global Trade by 2060 (B)

Las Vegas tragedy
Las Vegas Gunman Planned ‘Extensively’ (W)
Gunman Had 'Bump-stock' Device That Could Speed Fire (B)

Offbeat
Nobel Prize in Physics Awarded to Trio for Work on Gravitational Waves (W)

Oct 03 (Tuesday)

Markets
Stocks are flashing a major sell signal (BI)
As Japan’s Stocks Rally, Is the Recovery Finally Here? (W)

Central banks
ECB’s Praet: Deflation Has Disappeared (W)
Fed’s QE unwind set to unleash US bank competition (FT)

US
Manufacturing in U.S. Expands at Fastest Pace in 13 Years (B)
ISM Manufacturing Index Rises to 60.8 in September (W)
Debt Keeps Rising and Nothing Bad Happens (B)

Europe
Euro Factories Add Jobs in Struggle to Keep Up With Orders (B)
Spain Vows to Double Down on Catalonia Opposition (B)

Japan
Abe’s Support Falls in Two Polls Ahead of Snap Election (B)
Japan Tankan Survey (BOJ)

China
China Methodically Takes Global Lead in Electric Cars (W)

US politics
GOP Tax Blueprint: Not Every Corporation Will Benefit (W)
One Sentence in the GOP Tax Plan Has Multibillion-Dollar Implications (B)
Buckeyes Offer Blueprint for Infrastructure Billions (B)
Trump’s Puerto Rico Feud May Cause Lasting Damage to the GOP (B)

Geopolitics & terrorism
Las Vegas Shooting Leaves at Least 58 Dead, More Than 500 Injured (W)
Islamic State Claims Las Vegas Mass Shooting [Without Evidence] (B)
Five Things to Know About Mass Shootings (W)
Between War and Acceptance, a Third Way on North Korea (W)
Trump had an unusual plan for trade negotiations with South Korea (BI)

Cybersecurity
SEC Says Hackers Accessed Personal Information (W)
Equifax Has Amassed Salary Details for People at 7,100 Companies (B)
Equifax Made Major Errors That Led to Hack, Smith Concedes (B)

Industries & companies
Autos: Automakers Plan Electric Car Blitz as Tesla Burns Billions (B)
Autos: GM could release a self driving car 'within quarters, not years' (BI)
Financials: Hurricanes, Earthquakes Rack Up Huge Bill for Insurers (W)
Pharma: Shire Alleges Allergan Blocked Drug From Medicare (W)
Pharma: FDA Chief: High Drug Prices ‘Public Health Concern’ (W)
Retail: Nordstrom Drops on Report Its Buyout Deal Is Losing Support (B)
Tech: Why Apple Rival Samsung Also Wins If iPhone X Is a Hit (W)

Offbeat
Goldman Explores a New World: Trading Bitcoin (W)
Manhattan Condos Are Barely Yielding More Than Government Treasuries (B)

Oct 02 (Monday)

Markets
Bears, Return to Your Caves—at Least for Now (BR)
Will Index Funds Share the Nifty 50’s Fate? (BR)
Carry Phase in Emerging Markets Is Coming to an End, BofA Says (B)

Credit & currencies
Inflation Hopes Spur Bond Yield Gain (W)
Beaten-Down Dollar Bounced Back in September (W)

Central banks
China's Central Bank Unveils Targeted Lending Plan to Aid Growth (B)
China Steers Credit to Small Business With Targeted Reserve Cut (B)
Trump Ramps Up Fed Chair Search With Decision Due Within Weeks (B)

US
Personal Saving Is Much Stronger Than It Looks (BR)

Europe
The spotlight shifts from Germany to France (E)
Catalans Support Secession in Vote Boycotted by Some (W)
Catalan secessionism is bad for Spain and Europe (FT)
Rajoy faces huge task after Catalonia referendum (FT)

Japan
Japan’s early election puts its economic recovery at risk (E)
Japanese Megabanks' Tight Spot (B)

US tax reform
Wall Street Counting Its Tax-Cut Chickens Early (BR)
Cohn Says Repatriation Tax Rate Will Be in '10-Percent Range' (B)
Trump Team Pushes Back Against `Tax Cuts for Wealthy' Critics (B)
The Link Between Economic Growth and Tax Cuts Is Tenuous (W)
Tax Reform’s Winners and Losers (BR)

US politics
Trump's Change of Heart Puts $1 Trillion Building Plan in Limbo (B)
No, Trump Didn't Botch the Puerto Rico Crisis (B)

Geopolitics
Trump Tells Tillerson Talking to North Korea Is Waste of Time (W)
North Korea has brought America and China closer (E)

Industries & companies
Financials: J.P. Morgan’s Record High Crowns Bank-Stock Rebound (W)
Financials: AIG sheds $150m in costs along with Sifi label (FT)

Corporate finance
New App Gives Small Investors a Shot at IPOs (BR)

September 2017

Sep 30 (Saturday)

Markets
The Kindest Quarter Arrives for a Stock Market That Nothing Can Rattle (B)

Central banks
Fed Faces Mixed Signals on Economy (W)
Trump Talks to Cohn, Yellen, Warsh and Powell for Fed Chair (B)
Trump Met With Two Possible Candidates for Fed Chairman (W)
Fed's Balance-Sheet Unwind Could Expose Global Funding Strains (B)
Lower than expected inflation poses challenge for ECB (FT)

US
U.S. Manufacturers Upbeat Amid Rising Demand, Promise of Tax Overhaul (W)

Europe
EU Leaders Look for Greater Unity Ahead of Brexit (W)
Catalan Separatists Defiant Before Independence Vote (W)
France's Wealth Tax Has Driven 10,000 People Abroad, PM Says (B)

US politics
GOP Challenge With Tax Plan: How Far to Cut Rates for the Rich (W)
A Big Tax Question: What Happens to the Medical-Expense Deduction? (W)
Cohn Says Ending State, Local Tax Break Up for Negotiation (B)
Gerrymandering, a Tradition as Old as the Republic, Faces a Reckoning (W)

Geopolitics & cybersecurity
NATO Faces Up to North Korea, Russia With Nuclear Sub Visit (W)
North Korean companies in China ordered to close (FT)
The Equifax Hack Has the Hallmarks of State-Sponsored Attack (B)
Google Conducting Broad Internal Investigation on Russian Influence (W)

Industries & companies
FANGs: Amazon Sells $1.6 Million in Whole Foods’ Products in First Month (W)
FANGs: Amazon's First NFL Game Draws 372,000, a Fraction of TV Audience (B)
Financials: AIG Sheds Too-Big-to-Fail Label in Victory for CEO, Icahn (B)
Financials: AIG Is No Longer Too Big to Fail, So Now It Wants to Get Bigger (B)
Financials: Lehman, Citi Settle $2 Billion Financial Crisis-Era Dispute (B)

Technology
Elon Musk Aims to Land Humans on Mars by Middle of Next Decade (W)
How Crazy Is Elon Musk's Hypersonic Space Rocket Airline? (B)

Offbeat
South Korea Joins Cryptocurrency Crackdown (W)
US warns against visiting Cuba after sonic attacks (FT)

Sep 29 (Friday)

Markets
Investors Expect a Stock Market Plunge—and They’re Ready to Buy (B)

Commodities
Commodities markets swell in size despite price slide (FT)
It'll Take Oil Above $50 for Shale Boom, Oil Sands to Pay Off (B)

Funds
Caltech Gains 17.8%, Among Highest Endowment Returns (B)
Penn's 14.3% Return Was Boosted by 'Notable' Stock Performance (B)
Citadel Returns Money to Some Clients (B)

Central banks
Take the Fed’s Long-Run Forecasts With a Big Pinch of Salt (W)

US
U.S. Second-Quarter GDP Rose 3.1% (W)
Retiring (Again and Again) in America (B)

Europe
Eurozone Business, Consumer Confidence Surges Despite ECB Signals (W)

Japan
Abe’s Opponents Unite, Threatening His Hold on Power in Japan (W)

China
China Sets Tough Electric-Car Production Target (W)

US tax reform
GOP Tax Proposal Expected to Benefit Wall Street Firms (W)
Treasury Secretary Mnuchin: GOP Tax Plan Would More Than Pay for Itself (W)
Cohn Says Trump Is Committed to Ending Carried Interest ‘Loophole’ (B)
Gary Cohn Says He Stayed at White House to Work on Tax Overhaul (B)
These Are No Reagan Tax Cuts (B)

US politics
Senators close to bipartisan deal on health exchanges: Schumer (R)
Beyond the daily drama and Twitter battles, Trump begins to alter American life (R)
Twitter Offers Details of Suspicious Activity in U.S. Election (B)

Geopolitics
China to Shut Down North Korea-Connected Businesses (W)
South Korea expects more provocative acts by North Korea in mid-October (R)
How the Trump Administration Is Doing Renegotiating Nafta (N)

Industries & companies
Airlines: JetBlue Wants You to Be Happy With Less Space (B)
Airlines: American Airlines CEO: We'll Never Lose Money Again (B)
Consumer: Kellogg CEO Bryant to Step Down (W)
Energy: Chevron Names Wirth CEO (W)
Energy: World’s Biggest Oil Company Promised Expats Idyllic Lifestyle—Then Fire Erupted (W)
Pharma: An Easy Way to Cut Drug Costs (B)
Pharma: Washington state sues OxyContin maker Purdue Pharma (R)
Retail: ‘Amazon Effect’ Leads Investors to Sour on Global Retail (W)
Retail: How Adidas's American Revival Turned Into Scandal (B)

Corporate finance
Corporate America’s patchy disclosure on cash piles (FT)
Toshiba Signs $17.7 Billion Deal With Bain-Apple Group to Sell Chip Unit (W)
Roku Shares Surge in Trading Debut (W)

Technology
Musk Heads to Australia to Unveil Progress on Giant Battery, Mars Mission (B)
Amazon's Alexa Recruited by Perry Ellis to Give Men Fashion Tips (B)

Offbeat
Michael R. Bloomberg: Jeff Sessions Has a Point About Free Speech (B)
Food, Fuel and Medicine Distributed at a Crawl Across Puerto Rico (W)
Tesla Is Sending Battery Packs to Storm-Ravaged Puerto Rico (B)

Sep 28 (Thursday)

Markets
Trump's tax plan is here — here's how Wall Street says to trade it (BI)
The Trump Trade Is Back (B)
Stocks Catch Tax Cut Fever (B)
Winners and Losers Under the GOP Tax Plan (W)
Trump's tax plan could bring $250 billion into the US — here are the companies set to benefit most (BI)

Central banks
Three Questions for U.S. Monetary Policy (Bullard, FRB-SL)
Labor Market Disparities and Economic Performance (Brainard, FRB)
Trends and Transitory Shocks (Rosengren, FRB-BOS)
IMF to World’s Central Banks: Don’t Ignore Your Economies’ Weak Wage Growth (W)

US
Family Wealth, Incomes Rose, Fed Survey Says (W) | Survey of Consumer Finances (SCF)
U.S. Growth Starts to Help More People, But Wealthiest Win Most (B)
U.S. Durable-Goods Orders Rose 1.7% in August (W)

Europe
Germany's Schäuble Set to Step Aside as Finance Minister (W)
Among Supporters of AfD, Angst Over Immigration and Democracy (W)
Macron Unveils Budget Meant to Bolster Influence in EU (W)

US tax reform
Unified Framework for Fixing Our Broken Tax Code (White House)
GOP Tax Overhaul Aims for Corporate Cuts, Simpler Code (W)
Trump Calls 20% Corporate Tax Rate in Plan a ‘Perfect Number’ (B)
Trump puts big companies first with low tax plan (FT)
GOP Plan Has Large Tax Breaks for the Highest Earners (B)
Here’s How Tax Reform Could Squeeze the Middle Class (B)
There are still huge parts missing from the newest Trump tax plan (BI)
Trump Seeks Democrats’ Help on Tax Overhaul (W)
This tax plan is a looming political disaster for Republicans (BI)

US politics
Health Insurers Make Final Call on ACA Plans (W)
Donald Trump Accuses Facebook of Being ‘Anti-Trump’ (W)
Alabama loss for Trump candidate bolsters insurgents (FT)

Cybersecurity
The Government Needs More Cyber Talent—But So Does Everyone Else (W)
Equifax to Offer Free Credit Freezes for Life, New CEO Says (B)

Industries & companies
FANGs: Amazon Prepares for Apple and Google Competition With Home Devices Push (B)
Financials: U.S. Bank Regulators Propose Changes to Capital Rules (W) | Press Release

Corporate finance
Overhaul May Not Boost Buybacks as Much as You Think (W)

Offbeat
Morgan Stanley CEO James Gorman says bitcoin is 'more than just a fad' (BI)

Sep 27 (Wednesday)

Markets
You Just Doubled Your Money If You Invested at the 2007 Market Peak (B)
Why Cheap Stocks Rallied While FANG Tumbled (B)
Why Emerging Markets Aren’t Too Hot to Handle (W)
Here's How to Profit When the Fed Begins to Unwind (B)

Central banks
Yellen Defends Fed Rate-Rise Plan Despite ‘Mystery’ of Low Inflation (W) | Speech
Yellen Gradualism Doesn't Mean Policy Halt as Fed Presses Ahead (B)
Yellen warns against tightening ‘too gradually’ (FT)
Atlanta Fed's Bostic Says He's Comfortable With a December Rate Increase (B)
Senator Shelby Says He Doesn’t Think Trump Will Reappoint Yellen to Fed (B)

US
U.S. New-Home Sales Declined in August (W)
Declining Male Workforce Participation Reflects Supply, Not Demand, Says New Paper (W)

Europe
Merkel's Top Challenge Isn't German Nationalists (B)
Macron Pushes a More Integrated Europe, With Eye on Germany (W)

China
China Clamps Down on Ironman, WhatsApp and Tibet (W)

US politics
Republican Tax Plan to Allow for Top Individual Rate Above 35% (W)
Top Individual Tax Rate Remains Under Discussion in GOP Tax Plan (B)
Senate Scraps Vote on GOP Measure to Repeal Health Law (W)
White House Plans to Set Refugee Cap at 45,000 for Next Fiscal Year (W)

Geopolitics
Trump Says U.S. Is Ready to Use ‘Devastating’ Force on North Korea (B)
Trump, Pressing Campaign to Isolate Pyongyang, Calls North Korea ‘Outlaw’ Regime (W)
Could North Korea Actually Shoot Down U.S. Bombers Off Its Coast? [Maybe.] (W)
U.S. Treasury Adds Eight North Korean Banks to Sanctions List (W)
Tillerson Heads to China Amid U.S.-North Korea Hostilities (W)

Industries & companies
FANGs: Google to Create Shopping Service Unit to Satisfy EU (B)
Retail: Nike Declines After Athletic Giant Gives Bleak Outlook for U.S. (B)
Tech: Twitter Tests Doubling Length Limit to 280 Characters (W)

Cybersecurity
Equifax Security Showed Signs of Trouble Months Before Hack (W)

Corporate finance
Europe’s Banks Finally Start Thinking About Mergers (W)
Alstom, Siemens Announce Merger to Create European Train Business (W)

Technology
Amazon Hopes Alexa Will Boost Music App (W)
Dyson to Spend £1 Billion Making ‘Radical’ Electric Car (B)
Virtual Reality Installations to Start Arriving at AMC Theaters Next Year (W)

Offbeat
Big Investors Want Directors to Stop Sitting On So Many Boards (W)
DirecTV Allows Some NFL Refunds After Anthem Controversy (W)

Sep 26 (Tuesday)

Markets
Global Markets on Edge After Politics Back in Spotlight (B)
Tech Shares Slide, Pressuring Major Indexes (W)
Japanese stocks ready for Snap! Crackle! Pop! (FT)
The return of the stock picker (FT)
World’s Largest Money-Market Fund Will Lower Returns (W)

Oil
OPEC’s Efforts Pay Off: Oil Is Back in Bull Market (W)
Brent oil hits highest level since July 2015 (FT)
Citi Says Get Ready for an Oil Squeeze (B)

Central banks
Draghi Pledges Euro Area Will Get All the ECB Support It Needs (B)
ECB’s Draghi Brushes Off Lucke’s Criticism of Policies (W)
Draghi says eurozone can withstand external shocks (FT)
Dudley Says Fed to Maintain Gradual Tightening; Evans Is Wary (B)
Evans Says Risks to Fed Inflation Outlook Still on Downside (B)
Forget the Fed Taper, Here's Why the Global Liquidity Party Is Set to Intensify (B)

US
Target's Pay Raise Is Proof: 'Fight For $15' is Unnecessary (F)
Hurricane Maria Damage Estimate: As Much as $85 Billion in Insured Losses (W)
US violent crime jumps by most in 25 years (FT)

Europe
Merkel Faces Challenges in Three-Way Coalition (W)
Merkel admits she has ‘polarised’ Germany (FT)
The end of German exceptionalism (FT)
Angela Merkel has passed the zenith of her power (FT)
Drift of banking jobs to EU27 is already under way (FT)

Japan
Investors should wake up to Japan’s robotic future (FT)

China
China Fines Social-Media Giants for Hosting Banned Content (W)
China takes WhatsApp messaging service offline (FT)

US politics
Steven Mnuchin, a Washington Newcomer, Tilts at Its Hardest Target: The Tax Code (W)
Trump Maps Lobbying Trip for Tax Plan Likely to Whack N.Y., N.J. (B)
Latest GOP Health Bill Dies as Collins Says She Will Vote ‘No’ (B)
White House Unveils Coding Education Initiative (W)

Geopolitics
North Korea says Trump issued declaration of war (FT)
U.S. Sees ‘Four or Five’ Ways to Resolve North Korean Crisis (B)

Industries & companies
Autos: Shares of US car dealers stage a rally (FT)
Autos: China Considers Rule Change That Could Aid Tesla (W)
FANGs: Welcome to Corporate Adulthood, Facebook. It's Awful. (B)
FANGs: Apple’s Price Trails Analysts’ Target by Most This Year (B)
Pharma: Pfizer tests new way to trial more drugs (FT)
Retail: Target to Boost Minimum Wages in Battle for Workers (W)
Retail: Target Adding Pinterest Search Tool to Its App (W)

Corporate finance
GE Agrees to Sell Industrial Unit to ABB for $2.6 Billion (W)
The Modern IPO is Useless. Let’s Reinvent It (W)

Offbeat
A Rare Joint Interview with Microsoft CEO Satya Nadella and Bill Gates (W)
Driverless Cars Could Be Used Against Us (WP)

Sep 25 (Monday)

Markets
Dow 1,000,000 [Buffett says] (BR)
Can a Macron-Merkel axis reignite European equities? (FT)
Euro Falls as Merkel Faces German Coalition Test After Win (B)
Bitcoin ETFs on the Horizon (BR)

Central banks
Ignore the Fed’s Yield Sign at Your Peril (W)

US
Leveraged Loans on Pace to Top Pre-Financial Crisis Levels (W)
Real Wages Keep Powering Ahead, but Can the Trend Last? (W)

Europe
Merkel set for fourth term but support weakens (FT)
Germany’s Election Results Reflect European Unease (W)
Nationalist AfD make historic German poll breakthrough (FT)
Europe's Going the Wrong Way on Taxing Tech (B)

China
How China is battling ever more intensely in world markets (E)
China sets its sights on dominating sunrise industries (E)
China’s Banks Don’t Share Investors’ Enthusiasm for Steel (W)

US politics
Trump Says He Wants 15% Corporate Tax Rate Despite Plan for 20% (B)
Why GOP’s Tax Plan Could Leave High-Wage Earners With Little to Gain (W)
Obamacare Repeal on Life Support as Key GOP Senators Waver (B)

Geopolitics
Tensions Rise After U.S. Planes Skirt North Korea (W)
North Korean Minister Says Trump the One on Suicide Mission (B)
North Korea's A-Bomb Is Deterring U.S. First Strike, Russia Says (B)
World Leaders Link U.S. Support for Iran Deal to North Korea Crisis (W)

Cybersecurity
Should U.S. Companies Be Required to Report Breaches? (W)
German Manufacturers Play Defense Against Chinese Hackers (W)

Industries & companies
Aerospace: Aircraft Makers and Suppliers Face Off (BR)
Biotech: Gene Therapy Is Nearing a Major Breakthrough (BR)
Consumer: The Drawbacks of Consumer-Discretionary Stocks (BR)
Media: Disney and Altice spar over cost of carrying ESPN and ABC (FT)
Tech: Oracle Turns Its Sights on the Cloud–at Last (BR)

Technology
The Natural Evolution of Artificial Intelligence (BR)

Offbeat
Tech: Uber Tries Compromise With London Regulators (W)

Sep 23 (Saturday)

Markets
What We Know About Financial Bubbles (W)
Europe’s Foreign Debt Binge Could Push U.S Rates Lower (W)

Oil
OPEC’s ‘Problem Children’ Are Holding Down Oil Prices (W)

Central banks
Fed Officials Show Willingness to Raise Rates Again This Year (W)
Fed Officials Ponder Slow Inflation With December Hike On Table (B)

Europe
Even in Staid Germany, Protest Parties Poised to Gain (W)
Theresa May Calls for Two-Year Brexit Transition Period (W)

Japan
Japan’s Abe to Call Election for Oct. 22 as Support Rises (B)

US politics
McCain to Oppose Obamacare Repeal, Possibly Dooming GOP Effort (B)

Geopolitics
North Korea Stokes International Ire With Bomb Threat (W)
Iran Shows Off New Ballistic Missile in Defiance of U.S. (W)
Wilbur Ross: These NAFTA Rules Are Killing Our Jobs (WP)

Industries & companies
FANGs: Facebook Scraps New Share Class in Rare Win for Investors (B)
FANGs: Apple has worst week in 17 months on muted demand (FT)
FANGs: Why Slow iPhone 8 Sales May Be Good for Apple (W)
Tech: London Won’t Reissue Uber License, Calling It Unfit to Operate (W)
Tech: Hewlett Packard Enterprise to Cut 10% of Workforce (W)

Offbeat
‘Fab Four’ accountancy groups are too few to fail (FT)

Sep 22 (Friday)

Markets
What Passive Buying and Selling Means for Stocks (W)
There's a New Yield Curve to Predict Recessions (B)
This Hedge Fund Investor Says China Bears Are Missing Something (B)

Oil
Shale Billionaire Hamm Slams 'Exaggerated' U.S. Oil Projections (B)

Central banks
$2 Trillion Later, Does the Fed Even Know if Quantitative Easing Works? (W)
The New Fed Team Will Inherit Inflation Miss That's Mystifying Yellen (B)
Yellen refuses to be thwarted by low-inflation mystery (FT)
Confident Fed Sets Stage for December Rate Increase (N)

US
Fed Says Total U.S. Household Net Worth Rose (W)
Baby Boomers’ New Job: Unpaid Care for the Elderly (W)
CVS Health Moves to Limit Access to Opioid Painkillers (W)

Europe
Le Pen Dumps Chief Euroskeptic, Signaling Shift for National Front (W)

Japan
Japan Is Discovering the Power of Painkillers (B)

China
S&P Lowers China’s Credit Rating (W)
China's Banking System Won't Collapse, Former Bank Director Says (B)

US politics
Tax Reform for the Rich: Reduce the Rates but Lose the Breaks (N)
GOP Pushes McCain to Back ‘Last Best Hope’ for Obamacare Repeal (B)

Geopolitics
Trump Boosts North Korea Sanctions, Adding Economic Pressure (B)
Kim says US will ‘pay dearly’ for Trump’s insults (FT)
U.S. Complaints on Iran Nuclear Deal Put EU Under Pressure (W)
Trump Says ‘I’ll Let You Know’ if U.S. Will Stay in Iran Deal (W)
Facebook Says It Will Hand Over Russia-Backed Ads to Congress (W)

Cybersecurity
Top SEC Officials Only Recently Told of 2016 Filings Hack (W)
Singapore Ranks First as Launchpad for Global Cyber Attacks (B)
Someone Made a Fake Equifax Site. Then Equifax Linked to It. (N)

Industries & companies
Autos: Daimler to Invest $1 Billion in Alabama Plant (W)
FANGs: Apple's Latest Products Get Rare Mixed-Bag Reviews (B)
FANGs: Amazon Puts Whole Foods on Fast Track to Supermarket (W)
FANGs: Facebook Plans Big Overhaul of Political Ads After Criticism (B)
Financials: U.S. Considers Dropping Federal Oversight of AIG (W)
Media: Music Industry Recovery Continues, Powered by a Surge in Subscriptions (W)
Retail: How Grocery Giant Aldi Plans to Conquer America: Limit Choice (W)
Tech: Hewlett Packard Enterprise Is Said to Plan About 5,000 Job Cuts (B)
Tech: EU Preps Tax Crackdown on Silicon Valley (W)

Corporate finance
Corporate America Has Amassed a Record Amount of Cash (B)

Offbeat
Lonely Young Man Seeks Woman to Keep in a Tube[: AI Relationships in Japan] (B)
‘Catch Me if You Can’ Scam Artist Has a Warning for Today’s Consumers (W)
Amazon bones up on history with eye on ‘smart glasses’ (FT)

Sep 21 (Thursday)

Markets
We're officially in the 2nd-largest bull market since World War II (BI)
BLOOMBERG: 'I cannot for the life of me understand why the market keeps going up' (BI)
It’s Not Just Toys ‘R’ Us. More Credit Weak Spots Emerge (B)

Central banks
Fed Unveils Plan to Pare Holdings, Hints at Another Rate Rise (W)
Parsing the Fed: How the September Statement Changed From July (W)
The Fed's New Dot Plot Signals Three Hikes in 2018 (B) | SEP
ECB's Top Officials on Parade Ahead of Critical October Decision (B)

Global
World Economy Is Set to Grow at Fastest Pace Since 2011 (B)
Interim Economic Outlook release of 20 September 2017 (OECD)

US
U.S. Existing-Home Sales Fall to a One-Year Low After Harvey (B)
U.S. Businesses Plan to Hire More as Tax-Overhaul Prospects Tantalize CEOs (W)
For Holiday Hires, It’s Already Beginning to Look a Lot Like Christmas (W)
The Consequences of the U.S. Baby Bust (B)

Europe
The Secret of Angela Merkel’s Longevity: Strategic Flip-Flops (W)
AfD sets populist course to heart of German politics (FT)
Italy’s 5 Star Movement Looks to Candidate With Mainstream Appeal (W)

Emerging
India Has a Big Jobs Problem, and It Could Be Getting Worse (B)
China Rushes to Surpass U.S. in Decoding Citizens’ Genes (W)

US politics
U.S. Demands Changes to Iran Nuclear Deal, Tillerson Says (W)
This last-ditch effort to repeal Obamacare is really all about tax cuts (BI)
Obama Goes From White House to Wall Street in Less Than One Year (B)

Geopolitics
Trump Threatens to ‘Totally Destroy’ North Korea in the Event of War (B)
Trump Makes Decision on Iran Deal—but Won’t Disclose It Now (W)
Russia rebukes Trump over Iran, North Korea, accuses U.S. of missile treaty breach (R)

Industries & companies
FANGs: Apple Falls After Analyst Report Indicates Weak iPhone 8 Demand (B)
FANGs: Apple Watch Series 3 Review: Untethered… and Unreliable (W)
FANGs: Apple Acknowledges Cellular Connectivity Problem in Watch (W)
FANGs: Why Amazon Needs Some Cities More Than They Need Amazon (W)
FANGs: Alphabet's Nest Takes on Home Security With Alarm Kit, Doorbell (B)
FANGs: Google Is Set to Buy Part of Taiwanese Phone Maker HTC (W)
Pharma: Pfizer Alleges J&J Thwarted Competition to Remicade (W)
Retail: Best Buy is the latest victim of the retail apocalypse as pressure from Amazon sends shares plunging 10% (BI)
Retail: Heavy Debt Crushed Owners of Toys ‘R’ Us (W)
Retail: Toys ‘R’ Us Will Live Because Mattel and Hasbro Can’t Let It Die (B)
Tech: U.S. Tech Giants in EU Crosshairs as Tax Clampdown Takes Shape (B)

Corporate finance
Merger plan reforges European steel sector (FT)
Toshiba seals $18bn memory chip sale to Bain-led group (FT)

Technology
Amazon working on wearables to interact with Alexa (FT)

Mother Nature
Death Toll in Mexico Earthquake Reaches 227 (W)
Hurricane Maria Slams Puerto Rico (W)

Sep 20 (Wednesday)

Markets
Bull trend confirmed, S&P 500 reaches uncharted territory ahead of the Fed (MW)
With Stocks Sizzling, Investors Order Up a Side of Protection (B)
Wall Street’s Bond Gurus Have the Fed’s Balance-Sheet Unwind All Wrong (B)

Oil
Unfinished Business: Why Oil Output May Surprise (W)
The North Sea Is Suddenly, Surprisingly, an Oil Hot Spot (W)

Central banks
Markets Brace for Fed’s Big Move: The End of Easy Money (W)
Should central banks issue their own bitcoins? (MW)

US
U.S. Housing Starts Fell, Permits Rose in August (W)
Nobody seems to know why there’s no US inflation (FT)
Houston homeowners 'begging' for help as the city has no workers to help fix homes (C)
Teens today are working less

US politics
GOP senators closing in on tax cut plan (C)
A Guide to the Senate’s Three Health-Care Proposals (W)
Here’s why the new GOP Obamacare-replacement bill might actually pass in Congress (C)
Senate GOP Considers Trillion-Dollar-Plus Tax Cut for Budget (W)
How Antifa Violence Has Split the Left (W)

Geopolitics
Trump Warns North Korea's 'Rocket Man' in First UN Speech (B)
Mattis Hints at Secret Military Options for North Korea (W)
North Korea ambassador walks out of UN assembly in boycott of Trump's speech (C)
Huntsman Says ‘No Question’ Russia Meddled in U.S. Election (B)
Exclusive: Trump using campaign, RNC funds to pay legal bills from Russia probe (R)

Industries & companies
Financials: Jefferies: Investment Banking Had Its Best Quarter Yet (W)
Manufacturing: Toys ‘R’ Us Bankruptcy Poses Challenge for Toy Makers (W)
Retail: Amazon isn’t the only reason Toys ‘R’ Us filed for bankruptcy (MW)
Retail: On Thin Ice, Landlords Try Turning Strip Malls Into Winter Hangouts (W)
Tech: The iPhone 8 Isn’t the Upgrade You’re Looking for (W)

Corporate finance
Walgreens Finally Gains Approval for Rite Aid Deal (W)
Sprint and T-Mobile Are Hashing Out Terms to Bring Deal Closer (B)
Wall Street opens back door to tech IPOs (FT)

Offbeat
Maria Batters Dominica, Heads Toward Puerto Rico (W)
Dozens of Investors Show Interest in Plaza Hotel (W)

Sep 19 (Tuesday)

Markets
U.S. Stocks Are Front-Running Third-Quarter Earnings Beats (B)
Americans Place Highest-Ever Odds Stocks Will Appreciate (B)
Energy stocks power Wall Street’s record-breaking run (FT)

Central banks & BIS
Fed Is About to Embark on the Great Unwinding (W)
As Fed Sets to Unwind, How Far Should It Go? (W)
Debt Limit Deal Gums Up Treasury's Plan for Handling the Fed Taper (B)
Fed to play it safe in face of inflation jitters (FT)

US
Sorry, You Are Probably Not Getting a Raise Next Year (W)

Europe
Annual inflation up to 1.5% in the euro area (Eurostat)
Boris Johnson Taunts Theresa May by Refusing to Say If He’ll Quit (B)

China
China Increases U.S. Treasury Holdings to Almost One-Year High (B)
China Scrambles to Catch Up With Runaway Boom in Fintech Spending (W)

US politics
McCain Holds Out as GOP Wages Last-Gasp Push to Repeal Obamacare (B)
Trump Needs a Win? Infrastructure Should Be a 'Gimme' (B)
Nancy Pelosi Just Got Shouted Down by Activists Over Deal With Trump (B)

Geopolitics
U.S. Sends Warplanes on Korean Peninsula Bombing Exercise (W)
Key Question at the U.N.: What Does North Korea Want? (W)
Trump Takes an Agenda of Change to the U.N. (W)
Iran Accuses U.S. of Sabotaging Nuclear Deal Ahead of Talks (W)

Industries & companies
Autos: Porsche's stunning Tesla rival will arrive in 2019 and cost $85,000 (BI)
Defense: Northrop Grumman Looks to Get Foothold in Military Space Race (W)
FANGs: US Senate investigators train sights on Facebook (FT)
Retail: Toys ‘R’ Us Plans Bankruptcy Filing as Soon as Today (B)
Retail: Filing ‘Chapter 22’ Becomes Enticing Option for Ailing Retailers (B)

Cybersecurity
States using ‘off the shelf’ hacks, warns Google (FT)

Corporate finance
‘Buyback trade’ fizzles as stock repurchases slow (FT)
Northrop Grumman is buying missile and rocket maker Orbital for $7.8 billion (BI)
Slack has been valued at $5.1 billion after new funding led by SoftBank (BI)
Roku Expects IPO to Raise More Than $200 Million (W)

Technology
Shape-Shifting Car? Patents Point to Autos’ Future (W)
GE Is Working on Robot That It Says Can Save $200 Billion of Power (B)
Biometrics like Face ID are coming to your smartphone whether you like it or not (BI)
Auditing burden to fall as accountants embrace AI (FT)

Bitcoin
Bitcoin’s Wild Ride Shows The Truth: It Is Probably Worth Zero (W)
Biting Back on Bitcoin, Central Banks Chew Over Introducing Cryptocurrencies (W)
China Set to Widen Bitcoin Crackdown (W)

Offbeat
Private K-12 School in NYC Crosses the $50,000-a-Year Mark

Sep 18 (Monday)

Markets
Wall Street's Real Earnings Surprises (BR)
Political Misfires Mean Good News for Munis (BR)

Central banks
The Fed prepares for its balance-sheet—and its board—to shrink (E)
What if Real People Ran the Fed? (BR)
World's Central Banks Can't Ignore the Bitcoin Boom, BIS Says (B)

Europe
Five Star Movement: the unanswered questions (FT)

Japan
Japanese Prime Minister Abe May Call Snap General Election, NHK Reports (B)

Emerging
Ever more Indians are struggling to find work (E)

US politics
House, Senate Tax Proposals Likely to Diverge (W)

Geopolitics
U.S.: North Korea Must Give Up Nuclear Weapons (W)
North Korea Is a ‘Global Problem,’ U.S. Says (W)
Tillerson Vows 'Peaceful Pressure Campaign' Against North Korea (B)
Trump Rejection of Chinese Deal Puts U.S. Policy in Focus (W)
U.S. Seeks to Avoid Quitting Paris Deal, Top Officials Say (W)

Industries & companies
Financials: Low ETF Fees: Good for Investors, Bad for Business (BR)
Financials: How Bank of America Ditched 1,597 Branches Across the U.S. (W)

Offbeat
Closing in on cancer (E)
The Changing Landscape for Independent Advisors (BR)
Hurricane Jose Aims for U.S. Northeast as Maria Strengthens (B)

Sep 16 (Saturday)

Markets
Stocks Brush Off North Korea’s New Missile Launch (W)
U.S. Stocks Reach Another Milestone With S&P 500 Rising Past 2,500 (B)

Central banks
Money Is Still Flowing Through China's Economy (B)
Did QE lead banks to relax their lending standards? [yes] (FRB)

US
U.S. Retail Sales Fall After Weaker Results in Prior Months (B)
Where Have All the Workers Gone? [drugs] (Brookings)
No wonder so many American men feel like they’re falling behind. They earn as much as they did in 1972. (WP)
New Data Shows Retirees Are on the Move, But Young Folks Are a Different Story (W)
As U.S. marriage rate hovers at 50%, education gap in marital status widens (Pew)

Europe
Eurozone Wage Growth Hits Two-Year High (W)
EU Seeks a Digital Tax to Stem the ‘Bags of Money’ Lost to Loopholes (B)

US politics
The strange case of Trump and infrastructure (FT)
Tech Industry Faces Increased Scrutiny From Washington (W)
California Poised to Become ‘Sanctuary State’ (W)

Geopolitics
North Korea fires another missile, less than 2 weeks after nuclear bomb test (BI)
China Points Its Korea Rage South, Not North (W)
On Trump’s Agenda at UN: North Korea, Iran and Other ‘Grave Dangers’ (B)
Russia is about to kick off a war game that is freaking out NATO (BI)

Terrorism
Bomb exploded on the London Underground and injured 22 people (BI)

Industries & companies
Biotech: Biotech's Cancer-Vaccine Insanity (B)
Cruises: Carnival falls on hazy outlook for big cruise markets (FT)
FANGs: Everything we know about Google's upcoming smartphone, the Pixel 2 (BI)
FANGs: Facebook to Open New Artificial Intelligence Lab in Montreal (B)
FANGs: For Amazon, Can Two Headquarters Still Equal One Culture? (W)
FANGs: New York City Wants Amazon's New Headquarters (B)
FANGS: Netflix's Sarandos Aims to Build the Next Great Hollywood Studio (B)
Health Care: Anthem Expands Obamacare Options in Virginia to Fill Gaps (B)
Tech: Oracle's profit, cloud growth forecasts drag down shares (R)

Corporate finance
Alphabet is reportedly considering investing $1 billion in Lyft (BI)
Microsoft in vanguard as cash piles blur lines with Wall St (FT)
Down $20 Billion, Boeing Stuffs Pension Fund With Its Own Shares (B)

Technology
12 jobs robots are already taking over (BI)
Technology and innovation in the insurance sector[: “Insurtech”] (OECD)

Offbeat
The 27 scariest moments of the financial crisis (BI)
Morgan Stanley is using Snapchat to recruit the next generation of bankers (BI)
Cassini Signs Off, Plunges in Flames Into Saturn (W)

Sep 15 (Friday)

Markets
Welcome to the 'Seinfeld market' — a bull market about nothing (C)
Obama-Trump bull market is now up 268% (NN)
Inflation’s Low. That’s Not Enough To Justify Expensive Stock Markets (W)
‘Davos for ETFs’ to convene in San Sebastián (FT)

Central banks
Fed to take historic leap into the unknown (MW)
US inflation at seven-month high before Fed meeting (FT)
BOE Signals Rate Rise as Banks Edge Away From Easy Money (W)

US
August Consumer Prices Rose 0.4% (W)
One Reason to Discount U.S. Inflation Bounce: Hurricane Harvey (B)
The Life of a Contract Worker Is a Grind of Snubs, Anxiety and Stagnation (W)
Shortage of Insurance Adjusters Could Stall Florida’s Recovery (W)

Emerging
Why is China suddenly issuing $2 billion of dollar debt? (MW)
Saudi Arabia Clamps Down as Prince Consolidates Power (W)

US politics
Trump Makes Deal Priority Over Party (W)
GOP to Release Tax Overhaul as Trump Says Rich Won’t Benefit (W)
What Trump Has Said About Taxing the Wealthy (W)
Orrin Hatch says corporate-tax rate could go as low as 20%, favors retroactive cuts (MW)
Bernie Sanders Is Changing the Democratic Party (B)

Geopolitics
North Korea Threatens to Use Nuclear Weapon to ‘Sink’ Japan (B)
North Korea conflict could cripple these oil and chemical facilities (C)
YouTube Pulls North Korean Videos (W)
Tillerson Says Iran ‘Clearly in Default’ of Nuclear Deal’s Terms (B)
U.S. Expected to Renew Waiver of Sanctions on Iran (W)

Cybersecurity
Equifax Blames Data Breach on Exploited Server Software (W)
Thank You for Calling Equifax. Your Business Isn't Important to Us (B)

Industries & companies
FANGs: Amazon Sees Snack Sales Surge as Part of Its Grocery Push (B)
FANGs: Kroger Won't Beat Amazon With a Restaurant (B)
FANGs: Google set to change free access to news sites (FT)
Financials: Big Banks Are Still Bullish on Big Banks (B)
Financials: Fannie, Freddie Shares Jump on Hopes Companies Can Build Capital (B)
Financials: Munich Re warning on hurricanes set to be first of many (FT)
Tech: Oracle Delivers Revenue and Profit Increases (W)
Tech: Don’t Expect Your Carrier to Help Pay for Your $1,000 iPhone (W)

Corporate finance
Amazon's Grocery Threat Could Ramp Up Food M&A (B)
Nestlé buys US hipster coffee business Blue Bottle (FT)
Dole Food Exploring a Sale (W)
United Tech-Rockwell Deal Faces Potential Antitrust Obstacle (W)
SoftBank Wants Big Chunk of Uber, But at Steep Discount (W)

Technology
Tesla’s electric semi truck is a ‘beast,’ Elon Musk says (MW)

Bitcoin
Coincidence or Not? North Korea, China and the Bitcoin Bears (B)
Bitcoin Crashes After Chinese Exchange Says It Will Halt Trading (B)
Who Needs Venture Capitalists When You Have Initial Coin Offers? (W)

Offbeat
Investment consultants move into regulatory spotlight (FT)
Why One Cardiologist Has Drunk His Last Diet Soda (W)
Truckers Are in No Hurry to Have Their Hours Tracked (W)

Sep 14 (Thursday)

Markets
Leon Cooperman Says Market Correction Could Start ‘Very Soon’ (B)
China Prepares Sale of $2 Billion in U.S.-Dollar Bonds (W)
Dollar’s Fall from Grace Fuels Emerging-Markets Boom (W)
Return of the stockpicker bolsters hedge fund performance (FT)

Central banks
Fed’s Bad Options for Addressing Too-Low Inflation (W)
Act or Wait? Fed Debate Heats Up After Inflation Misses Target (B)

Global
Global Corporate Tax Cuts Widen Gap With U.S. (W)

US
Storms unlikely to knock US economy off growth path (FT)
U.S. Producer Prices Rose 0.2% in August (W)
Rich Americans Are Changing What It Means to Be Average (B)

Europe
EU to Champion Free Trade in Wake of ‘America First’ (W)
Europe Steps Up Bid to Boost Taxes on Internet Giants (W)
Merkel’s Rivals Target Her Russia Policy (W)

US politics
GOP Finalizes Plans for Tax Overhaul (W)
Trump says tax hike on rich possible as he steps up talks with Democrats (R)
Paul Ryan vows outlines of tax plan this month (FT)
Senate Health Bills Struggle to Convince the White House (W)
Bernie Sanders Unveils Single-Payer Health Legislation (W)

Geopolitics & terrorism
U.S. Orders Federal Agencies to Remove Kaspersky Software Over Security Concerns (W)
45,000 Evacuated Across Russia After Wave of Bomb Threats (B)

Cybersecurity
Hackers’ Latest Weapon: Cyber Extortion (W)
After Equifax: A Hot Time to Freeze Your Credit (W)

Industries & companies
Airlines: Boeing to Boost Dreamliner Production (W)
Retail: Target to Hire 100,000 Holiday Workers (W)
Retail: Traditional retailers outperform Amazon this month (FT)
Tech: iPhone 8: Apple’s Middle Child (W)
Tech: Don't Laugh. $1,000 iPhones Could Be a Genius Move for Apple (MW)

Corporate finance
Trump Blocks China-Backed Fund From Buying U.S. Chip Maker (W)
Bain Signs Letter of Intent to Buy Toshiba’s Chip Business (W)
Tenet Healthcare Exploring Options Including Possible Sale (W)
Saudis Prepare for Possible Aramco IPO Delay to 2019 (B)

Technology
Can Apple Unlock Promise of Facial Recognition? (W)
Leaf-Recognition Technology: Agriculture Digs Into Artificial Intelligence (W)
IBM's Rometty Sees AI Changing, Not Eliminating, Future Jobs (B)

Offbeat
Crews Face Herculean Task Restoring Power in Florida (W)

Sep 13 (Wednesday)

Markets
Julian Robertson Says FANG Stocks Aren't Too Rich, the Market Is (B)
Does the Weaker Dollar Push Up Commodities Prices? (W)

Central banks
Janet Yellen and Ivanka Trump Met Over Breakfast as the Fed Race Heated Up (B)

US
U.S. Household Incomes Rose in 2016 to New Record (W)
Hurricanes Irma and Harvey cause Goldman Sachs to slash its outlook for the US economy (BI)
Record Level of Job Openings Doesn’t Mean the Labor Market is Tight (W)
Move Over, Millennials: Generation Z Enters the Workforce (W)
US seeks a fix for its opioid addiction (FT)

Europe
Italian banks’ bad loans drop as economy rebounds (FT)
French Protests Take Aim at Macron’s Labor Reforms (W)
Britain Pledges to Lend Military Might to Europe After Brexit (W)

China
Some Alternative Methods for Tracking Chinese GDP (FRB-SL)
Beijing Forces Markets to Cooperate as Party Congress Nears (W)
Living in China Takes 3½ Years Off Your Life (W)

Emerging
President Moon’s tricky mission to tame Korea Inc (FT)

US politics
Trump Plans Aggressive Road Show to Sell Tax Overhaul (B)
Trump Officials Temper Expectation of 15% Corporate Tax Rate (B)
Mnuchin: Some Services Companies Won’t Get ‘Pass-Through’ Tax Rate (W)
The US government just passed $20 trillion in debt for the first time ever (BI)
Hicks Named Permanent White House Communications Director (W)

Geopolitics
U.S. Threatens China Over North Korea Sanctions (W)
US threatens Chinese banks over North Korea (FT)

Industries & companies
FANGs: Apple’s iPhone X to Cost $999, Include Facial Recognition (W)
FANGs: The Future of the IPhone Is Boring (W)
FANGs: Amazon's Rapid Rise Put Online Giant on EU's Tax Hit List (B)
FANGs: Amazon is ramping up its China-based hiring as part of Asian expansion strategy (BI)
Financials: J.P. Morgan’s Dimon Says Trading Revenue Likely to Fall (W)
Financials: Goldman’s New Obsession: Adding $5 Billion in Revenue (W)
Financials: Goldman Sachs sees a $1 billion opportunity in a business aimed at Main Street (BI)
Financials: Goldman Sachs has a plan for its misfiring bond business (BI)
Pharma: Opioid Painkiller Makers Seek to Dismiss State Lawsuit (W)
Retail: Wal-Mart Is Simplifying Its Sprawling U.S. Store Operations (B)
Tech: Samsung Note 8 pre-orders outstrip expectations (FT)

Technology
Robots Are an ETF’s New Best Friend (B)
An artificially intelligent baby could unlock the secrets of human nature (BI)

Mother Nature
A $150 Billion Misfire: How Disaster Models Got Irma Wrong (B)
Irma Destroyed 25% of Homes in Florida Keys (W)
Houston Rethinks Development After Harvey (W)
Hurricane Irma Traumatizes St. Martin (W)

Offbeat
Jamie Dimon Slams Bitcoin as a ‘Fraud’ (B)
There’s a Speeding Mass of Space Junk Orbiting Earth, Smashing Into Things (W)

Sep 12 (Tuesday)

Markets
U.S. Stocks Climb to Record as Irma Threat Recedes: Markets Wrap (B)
Dow Industrials Climb Back Above 22000 as Fears Ease (W)
Risk Appetite Returns After Weekend's Worst-Case Scenarios Are Averted (B)

Commodities & currencies
Hurricanes Add to Problems for Oil Bulls (W)
The Dollar's Weakness Is a Good-News Story About Global Growth (B)
China to Shut Bitcoin Exchanges (W)
Bitcoin Diehards Are Undeterred by China (B)

US
Which Came First, the Opioids or the Despair? (B)
The New Corporate Recruitment Pool: Workers in Dead-End Jobs (W)

China
China Pulls Back on Measures Aimed at Bolstering Currency (W)
China Sends One of the West’s Most Critical Materials Soaring (B)

US politics
Inside the Government Program That Pays to Rebuild Areas Hit by Storms (W)
Clinton Says Giving Paid Speeches to Wall Street Firms a Mistake (B)

Geopolitics
China’s biggest banks ban new North Korean accounts (FT)
North Korea: U.S. Will Pay a Price if Tougher Sanctions Are Imposed (W)
U.S. Waters Down North Korea Sanctions Draft Before Vote (B)
Economic Sanctions Have Limited Reach (W)

Industries & companies
Autos: Toyota unlikely to launch another diesel car (FT)
FANGs: Apple’s iPhone Event: What You Need to Know (W)
FANGs: Amazon’s Big HQ2: A Sign of Hubris and Danger (W)
FANGS: Google Appeals Record EU Antitrust Fine (W)
Financials: Citi warns on sharp fall in Q3 trading revenues (FT)
Retail: Whole Foods Deal Boosts Amazon's Online Grocery Sales, Too (B)
Pharma: Teva Appoints New Chief Executive After Months of Speculation (W)

Cybersecurity
Equifax Customer Complaints Keep Piling Up (W)
Equifax Hack Is ‘Exhibit A’ in Case for Regulation, Durbin Says (B)
Forget Equifax. Facebook and Google Have the Data That Should Worry You (B)

Technology
The Future of Home Wi-Fi Is Fast, Expensive and Exotic (W)
VW to Build Electric Versions of All 300 Models by 2030 (B)
Shell Retail Looks to the Future With Car Charging, Clean Fuels (B)

Mother Nature
Millions Lack Power in Irma’s Wake (W)
Three Reasons Why Irma’s Florida Strike Wasn’t as Bad as Forecast (W)
Insurance Stocks Recover as Irma Heads North (W)
Reinsurers Will Foot the Irma Bill (W)
The Same System Delivering Nice Weather Is Keeping Hurricane Jose at Bay (B)

Sep 11 (Monday)

Markets
Even Hurricanes Can’t Kill Off This Rally (BR)
Why the Market Needs a 20% Drop (BR)
Active Managers Are Getting to Work (BR)
Five Solid Payout Plays (BR)

Oil
The Plastic Fantasy That's Propping Up the Oil Market (B)

Central banks
The Trouble With the Fed’s Inflation Target (BR)

China
China Is Striving to Contain Its Once-Diving, Now-Thriving Yuan (W)
Short Sellers Take Fight Against Chinese Companies to the Big Screen (W)
China’s Global Buying Spree Hits Hurdles (W)

US politics
Nestled in House Spending Bill: Campaign Finance Deregulation (W)
Clinton Says She Is ‘Done With Being a Candidate’ (B)
Clinton Says Election Loss Still ‘Very Painful’ (W)

Geopolitics
China and U.S. Both Think the Other Can Solve North Korea Crisis (B)
Japan Backs U.S. Proposal to Target North Korea's Oil Supplies (B)
North Korea’s nuclear test has left the South wanting nukes too (E)

Industries & companies
FANGs: Why Amazon’s Growth Ambitions Don’t Fit in Seattle (W)
Media: A Smart Strategy for Cable and Telecom Investors (BR)
Media: After a Slow Box-Office Summer, ‘It’ Shatters Records (W)
Media: An MTV Reboot Won’t Make Viacom Cool Again (BR)
Pharma: Lilly Breast Cancer Drug Results May Challenge Pfizer Pill (B)
Retail: Nordstrom Tries On a New Look: Stores Without Merchandise (W)
Retail: How Kirkland Signature Became One of Costco’s Biggest Success Stories (W)
Retail: Thinking of Buying Nike Shares? Just Don't (BR)
Tech: Why You Might Spend $1,000 on a Smartphone (W)
Tech: Apple’s Trillion Dollar iPhone (W)
Tech: Apple's Top New Phone to Be Called ‘iPhone X,’ Code Leaks Show (B)

Cybersecuirty
Equifax Hack Leaves Consumers, Firms Scrambling (W)

Technology
Ever better and cheaper, face-recognition technology is spreading (E)
Uncle Sam Wants You ... to Fight Alongside a Killer Robot (B)
China's Fossil Fuel Deadline Shifts Focus to Electric Car Race (B)

Offbeat
Hurricane Irma Makes Florida Landfall (B)
Uber Gives Free Rides to Shelters in Hurricane Irma's Path (B)

Sep 08 (Friday)

Markets
Financial Stocks Slide, Along With Treasury Yields (W)
These Insurers Are Tumbling on Fears of Hurricane Irma Damage (B)
Airline Stocks Tumble as Hurricanes Add to Growth Concerns (W)
Goldman Sachs's New Bond ETF Shuns the Riskiest Debt (B)

Central banks
White House Considering at Least Six for Fed Chair (B)
Fischer’s departure shows weaknesses in the Fed (FT)
Low Inflation Gives Fed Pause on Raising Rates Again This Year (W)
ECB Weighs Ending Stimulus as Fed Calibrates Its Easy Money Stance (W)
Europe's Stock Market Bulls Don't Need Draghi to Keep Buying (B)

US
Don't Look Now, But Productivity Is Finally Rising (B)
Three Dangerous Words for an Investor: Inflation Is Dead (W)
Opioid Epidemic May Be Keeping Prime-Age Americans Out of the Workforce (W)
U.S. Jobless Claims Soar by Most Since 2012 on Hurricane Harvey (B)
5 facts about Millennial households (Pew)

China
Yuan’s Sharp Rise Muddles China’s Growth Picture (W)

US politics
Senate Passes Debt-Limit Deal Trump Struck With Democrats (B)
GOP Cites Progress in Tax Talks; 15% Corporate Rate Is Doubted (W)
Paul Ryan just signaled that Republicans won't deliver on one of Trump's biggest tax cut promises (BI)
Trump’s souring on Cohn has ominous implications for the one thing Wall Street cares about most (BI)
Trump Jr. Hoped Russian Lawyer Had Insight on Clinton’s ‘Character’ (W)

Geopolitics & cybersecurity
As World Watches Kim, China Quietly Builds South China Sea Clout (B)
Trump says N Korea military action ‘not inevitable’ (FT)
Twitter Is Expected to Brief Senate Panel on Activity by Russians (W)
Senator Says Facebook's Russian Ads Suggest Need for New Law (B)
Equifax Says Cyber Attack May Have Hit 143 Million Customers (B)

Industries & companies
Consumer: Benevolent Bacon? Nestle And Unilever Gobble Up Niche Brands (W)
FANGs: Amazon Seeks Prime Location for $5 Billion Second HQ (W)
FANGs: Few Cities Could Accommodate Amazon's New Headquarters (B)
Industrials: GE's Slump to Deepen Even After $64 Billion Slide, JPMorgan Says (B)
Media: Disney sinks after CEO Bob Iger gives disappointing guidance (BI)
Media: Disney to Include ‘Star Wars,’ Marvel Movies on New Streaming Service (W)
Media: Comcast warns it's going to lose as many as 150,000 video subscribers in the third quarter (BI)
Pharma: Eli Lilly to Cut 8% of Workforce (W)
Retail: Restoration Hardware explodes after crushing earnings and raising guidance (BI)
Retail: Starbucks could be an "indirect casualty" of the retail apocalypse (BI)
Tech: iPhone’s Summer Production Glitches Create Holiday Jitters (W)
Tech: Next iPhone's Big Problem Is Winning Over China's Jaded Consumers (B)

Technology
Brain-Computer Interfaces Are Already Here (B)
Washington sets out rules of the driverless road (FT)
Google parent backs machine-learning cancer treatment (FT)

Irma
Back-to Back Hurricanes to Test FEMA (W)
Hurricane Irma to Test New Codes Put in Place After Andrew (W)
Irma on Collision Course With Miami After Wrecking Caribbean (B)
Why Florida Is Largely Insured by Companies You’ve Never Heard Of (W)
Gas Shortage in Florida Gets Worse as Drivers Flee Irma (W)

Harvey
How Hurricane Harvey Will Ripple Through the U.S. Economy (W)
Houston CEOs Race to Mend a Storm-Battered Workforce (W)
The Next Hurricane-Related Shortage: Construction Workers (W)

Offbeat
Hurricane Jose is expected to become a major hurricane by Friday (BI)
Hi Mom, Stop Sending Me Voice Messages (W)

Sep 07 (Thursday)

Markets
Comfortably Numb: Why the Economy Shrugs Off Risks (W)
Goldman’s Blankfein on Markets: ‘Things Have Been Going Up for Too Long’ (W)
Deutsche Bank's Cryan Sees Increasing Signs of Asset Bubbles (B)
North Korea Isn't the Only Headwind for Asian Stocks (B)

Currencies
The Euro Is Partying Like It’s 1999 (W)
Canadian dollar soars after rate tightening (FT)

Central banks
Fischer to Step Down in Mid-October as Fed Vacancies Mount (B)
Here’s How Trump Can Reshape the Fed (B)
Bank of Canada Raises Benchmark Rate to 1% (B)
Central banks wake up to cryptocurrency threat (FT)

US
U.S. Trade Gap Widens Slightly in July (W)
Where's the Pricing Power? Little Sign of It in Fed's Beige Book (B)
The Market’s Big Puzzle: What Is Happening to Growth and Inflation? (W)

Europe
Surprise: These Are Unexpectedly Good Times for the EU (R)
Catalonia passes bill for vote to break from Spain (FT)
EU plans rule change to increase taxes on online giants (R)
Sweden’s Biggest Bank Is Moving Because of Regulation (W)
Tensions Grow as EU Rules Hungary Must Take Migrants (W)

Emerging
India Rises in Eyes of Investors (W)

US politics
Trump, Democrats Reach Deal on Debt Limit and Storm Aid (W)
Ryan Pledges to Seek Compromise on ‘Dreamer’ Immigrants (W)
Donald Trump Jr., Susan Rice Talking to Russia Panels (W)
Hundreds of EPA Workers Leave in Recent Days (W)

Geopolitics & trade
Putin Bats Down North Korea Oil Ban (W)
Behind North Korea’s Nuclear Advance: Scientists Who Bring Technology Home (W)
Mexico signs e-commerce deal with China's Alibaba Group (R)

Industries & companies
Airlines: Comfortable Planes? Airlines Say Passengers Don’t Care (W)
Retail: More Shoppers Head to Whole Foods After Amazon Purchase (W)
Retail: Gap Closing Hundreds of Stores in Shift Toward Old Navy, Athleta (B)
Tech: Apple's Bonds Are Acting More and More Like Government Debt (B)

Corporate finance
Goldman Halts IPO Work for China HNA Unit on Ownership Concerns (W)

Offbeat
Irma Barrels Toward Puerto Rico and Florida (B)
Why It’s So Hard to Predict Hurricane Irma’s Path (B)
FEMA Is Almost Out of Money and Hurricane Irma Is Approaching (B)

Sep 06 (Wednesday)

Markets
September’s Bringing Tons of Catalysts to Shatter Market Calm (B)
Beneath the Surface, the Stock Market Is Going Wild (B)
Does Massive Inflow Into Bond ETFs Spell Bubble? (IBD)
Lots of Liquidity Isn't Always Better (B)
Traders are increasingly worried that the US government may soon run out of ways to pay its bills (BI)
Copper prices surge to near three-year highs (FT)

Central banks
Fed’s Brainard: Weak Inflation Argues for Caution on Further Rate Rises (W) I Speech
Kashkari: Fed May Have Harmed U.S. Economy With Rate Hikes (B)
ECB Expected to Signal Stimulus Phase-Out (W)
Why BOJ Should Stop Being Obsessed With 2% Inflation Goal (B)

Europe
Eurozone Growth Seen Easing Slightly (W)
German vote takes back seat to monetary moves (FT)
Liam Fox: Britain does not have capacity to strike trade deals now (PO)

Japan
The fears about Japan’s debt are overblown (FT)

China
China hits booming cryptocurrency market with coin fundraising ban (R)
China’s Big Banks Still Have a Credibility Gap (W)
China rewrites history with new censorship drive (FT)

Emerging
Russia's inflation drops to its lowest level since the collapse of the Soviet Union (BI)
Merkel Dials Down Tone on Ending Turkey’s EU Membership Bid (W)

US politics
‘Big Six’ Policy Group Faces Decision Time on Tax Changes (W)
Industry Groups Push for Repeal or Delay of Two Obamacare Taxes (W)
Trump Rescinds Protections for DACA Immigrants (W)
Trump Confronts Accelerating Russia Probes on Multiple Fronts (B)

Geopolitics
North Korea Gives Defiant Response to U.S. Over Latest Nuclear Test (W)
Trump Says U.S. May Boost Arms Sales to Asia Allies (W)
Putin Warns U.S. Against Sending Weapons to Ukraine (W)
Putin Echoes China in Spurning U.S. on North Korea Sanctions (B)
China’s Oil Lifeline to North Korea Targeted After Nuclear Blast (B)
Why Xi Jinping Refuses to Go Ballistic Over North Korea (W)
N Korea’s nuclear endgame: deterrence or aggression? (FT)
What War Between North Korea and the U.S. Might Look Like (B)

Industries & companies
Airlines: The Five Biggest Airlines Plunged in August, Wiping Out $10 Billion (B)
Cruise Lines: Cruise Line Stocks Plunge as Hurricane Irma Threatens Caribbean (B)

Media: Verizon Wants to Build an Advertising Juggernaut—It Needs Your Data First (W)

Pharma: Don’t Ignore Big Pharma’s New Breakthrough (W)

Corporate finance
United Technologies to Buy Rockwell Collins for $23 Billion (W)
Airbus Warns United Tech to Deliver on Orders Rather Than Deals (B)
Boeing Balks at United Tech-Rockwell Deal (W)
Houston Slows But Doesn't Stop Energy M&A (B)
Retailers to Amazon: pick me, pick me (FT)

Technology
Take Elon Musk Seriously on the Russian AI Threat (B)
Nvidia to Play Big Role in ‘Huge’ Wal-Mart Cloud Push, Says Global Equities (BR)
Automation Kills Jobs in Retail—and Replaces Them With Better Ones (W)

Offbeat
Irma Tops Storm Scales as Florida Preps for Catastrophic System (B)
Houston Rockets Sell for $2.2 Billion, Breaking NBA Record (B)

Sep 05 (Tuesday)

Markets
How This Bull Market Will End (BR)
Why Markets Don’t Care About North Korea—Yet (W)
Investors Hedge Their Bets Entering Choppiest Season for Markets (W)
The Crowded Trades of a Scary September (BR)
Attention, Yield Hunters: EM Payouts on the Rise (BR)
Vanguard chief dismisses ETF bubble fears (FT)
Investor With 30% in Cash Says North Korea Selloff Will Come (B)

Central banks
ECB taper talk could have longer to run (FT)
Bitcoin Tumbles as PBOC Declares Initial Coin Offerings Illegal (B)

Emerging
Merkel: ‘Turkey should not become an EU member’ (FT)
Turkey lashes out at Merkel over threat to end its EU bid (FT)
India’s Modi Shakes Up Cabinet (W)

Japan
Time to Give Japan a Look (BR)

US politics
Trump Expected to Lift Protections for Immigrant ‘Dreamers’ (W)

Geopolitics
North Korea Plans New Missile Test as U.S. Calls for Action (W)
North Korea Hails Test of Hydrogen Bomb for ICBM a ‘Perfect Success’ (W)
Trump Threatens New Sanctions After North Korea Nuclear Test (B)
Haley Says North Korea ‘Begging for War,’ Demands New Sanctions (B)
Mattis Warns North Korea: U.S. Has ‘Many Military Options’ (W)
Three Hard Truths Govern the Confrontation With North Korea (W)
As North Korea Flexes Nuclear Muscles, U.S. Picks Fight With South (W)
Russia Complies With U.S. Order to Close Three Diplomatic Properties (W)
Latest Nafta Talks Near End Without Major Breakthroughs (B)

Industries & companies
Consumer: P&G Proxy Fight Pits Former Finance Chief Against Longtime Protégé (W)
Energy: Exxon Working Toward Restarting Baytown Refinery (W)
Energy: Underwater: Houston’s Refiners, Not the Stocks (BR)
Financials: Bank Investors Say: Mind the Gap (W)
Financials: Harvey Losses Won’t Sink Insurers (BR)
Materials: U.S. Steel Upgrades to Cut Costs and Benefit From the Alloy’s Rising Price (B)
Media: Hollywood Calls a Wrap on $3.8 Billion Summer, Worst Since 2006 (B)
Retail: Kroger Seeks to Repel Amazon’s Grocery Onslaught (W)
Shipping: Package-Delivery Companies Hiring Staff, Gear Up Before Holiday Season (W)
Tech: Secretive Apple Tries to Open Up On Artificial Intelligence (W)

Cybersecurity
Instagram Says Hack That Targeted Celebrities Was Wider Than Thought (W)

Offbeat
Future Hurricanes Will Be Worse Than Harvey (B)
Houston Residents Return Home to Scary Reality: No Insurance Coverage (W)

Sep 02 (Saturday)

Markets
Correlation crash clears way for stockpickers (FT)
Investors Have Stopped Pulling Money From the Stock Market (W)

Central banks
Slower U.S. Hiring and Growth in Unemployment Clouds Task for Fed (W)
Jobs Report Doesn’t Solve Fed’s Inflation Puzzle (W)
ECB May Not Have Final QE Plan Ready Until December (B)
Bank Of Japan's Break From Battling the Yield Curve May Soon End (B)

US
U.S. Factory-Sector Activity Hits Six-Year High (W)
U.S. Business Innovation Burns Bright With Tech Companies Like Tesla And Netflix (IBD)
U.S. Jobs Growth Slows More Than Expected in August (W)
U.S. Jobs Report Disappoints. Here's Who's Hiring and Who's Not (B)
As Workers Expect Less, Job Satisfaction Rises (W)

Europe
Eurozone industry surges despite currency strength (FT)

Emerging
Brazil emerges from its worst ever recession (FT)

US politics
Repealing Obamacare Just Got Even More Complicated (B)
Senate Health Proposal Signals Deeper Rift Between GOP, Trump (W)
Cohn Says Top Earners May See Higher Effective Rate in Tax Plan (B)
House speaker urges Trump not to scrap 'Dreamers' immigration policy (R)
If Trump Ends DACA, Issue Falls to Congress (W)

Geopolitics
Putin warns North Korea situation on verge of 'large-scale conflict' (R)
US show of strength masks limited N Korea options (FT)
Here’s What’s on the Table in the Second Round of Nafta Talks (B)

Industries & companies
Autos: Nissan Leads Sales Plunge in Mixed Results for U.S. Carmakers (B)
Autos: Tesla Faces Complaint From U.S. Labor Board (W)
FANGs: Amazon Hires Hundreds of Engineers to Bolster Alexa (W)
Financials: Federal Reserve finalizes rules to help unwind big banks (R)
Financials: Wells’ woes come at troubling time for US banks (FT)
Retail: Big Food Brands Pressed on Prices (W)
Tech: Meg Whitman Has a Different Mess to Clean Up (W)

Cybersecurity
Records of four million Time Warner Cable customers left unsecured: Gizmodo (R)

Offbeat
Insuring Coastal Cities Against the Next Hurricane Harvey (W)
Barclays new DIY investment site suffers hitches (FT)

Sep 01 (Friday)

Markets
Bulls and Bears Both Can't Be Right on the Stock Market (MW)
The Bond Market's Biggest Rally of 2017 Amazes Traders (B)
Watch Out: The Weak Dollar Gives Shareholders Money Illusion (W)
Markets Are About to Find Out What China's Leadership Reshuffle Means (B)

Funds
Goldman's Biggest ETF Customer Readies Its Own Rival Funds (B)
Trend-Chasing Quants Catch a Break From Abysmal 2017 Returns (B)
Wall Street's High-Frequency Traders Are In Trouble (BI)

Oil & gas
Harvey Raises Gasoline Prices (W)
Harvey's Toll on U.S. Gas Market May Not Emerge Until Next Week (B)
Harvey's Floods Could Delay 10% of U.S. Fracking (B)
Oil refineries may have released up to 2 million pounds of chemicals in Harvey's wake (BI)

US
GDPNow Forecast for Third Quarter Is 3.3 Percent
Weak U.S. Inflation Complicates Federal Reserve Plans (W)
U.S. Pending Home Sales Unexpectedly Fall on Lean Inventory (B)
U.S. Consumer Comfort Rises a Seventh Week to Fresh 16-Year High (B)
America’s Jobs Engine Keeps Defying Forecasts for 2017 Slowdown (B)
‘Nonprime has a nice ring to it’: the return of the high-risk mortgage (FT)

Europe
Euro-Area Inflation Gathers Pace as ECB Weighs Future Stimulus (B)
In Win for Macron, Labor Opposition to Overhaul Is Mild—So Far (W)
Plea for ban as Germany faces 300,000 more refugees (FT)

China
China Factory-Price Optimism Surges But Not Everyone's Convinced (B)

US politics
Mnuchin: White House, Congress to Release Tax Plan in Coming Weeks (W)
In GOP Primaries, Candidates Battle to Be the Trumpiest (W)
Trump’s Impatience Emerging as Biggest Threat to Nafta Agreement (B)

Geopolitics
U.S. Bombers in Show of Force After North Korea Missile (W)
U.S. to Shut 3 Russia Diplomatic Buildings But Expel No Staffers (B)

Industries & companies
Autos: Is the World Ready for a Rolls-Royce SUV? (W)
FANGs: Apple Confirms Sept. 12 Product Launch At New Headquarters (W)
FANGs: Apple Balks at Higher Web-Access Fees After $1 Billion Video Bet (B)
FANGs: Europe’s Grocers Feel Amazon’s Heat (W)
Financials: Wells Raises Tally of Unauthorized Accounts by 67% (W)
Pharma: Read the Fine Print on the $475,000 Price of a Cancer Breakthrough (B)
Pharma: Smaller India Drug Firms Drive Generics Success in U.S. (B)
Tech: Fitbit Aims to Take a Piece Out of Apple With New Smartwatch (W)
Tech: Instagram Opens Up ‘Stories’ on Web to Fuel International Growth (B)
Tech: Microsoft and Amazon steal an AI march on rivals (FT)
Tech: You’re Using Foursquare All the Time. You Just Don’t Know It (B)

Offbeat
Harvey Wasn’t Just Bad Weather. It Was Bad City Planning (B)

August 2017

Aug 31 (Thursday)

Markets
From Stocks to Bonds, the Bear-Market Signals Are Multiplying (B)
The New York Stock Exchange wants to delay when companies can drop big news after the closing bell (BI)
Buffett Says Stocks Are ‘Less Attractive’ But Still Beat Bonds (B)

Credit
Republican Tax Plan Poses Risk to U.S. Bond Market (W)
Emerging-Market Bonds: The Stars Align (W)

Oil
Gasoline jumps, crude down; Harvey shuts 24 percent of U.S. refining (R)
Fallout From Harvey to Disrupt Energy Markets Around the World (R)

Central banks
After the flood, Fed likely to see little change in economy, policy course (R)

US
U.S. Second-Quarter Growth Revised to 3% in Momentum Boost (B)

Europe
Eurozone Economic Sentiment Hits 10-Year High (W)
Tech sector struggles with new EU data protection (FT)

China
Beijing Shows Its Power With China’s Latest Megamerger (W)

US politics
Trump: Once-In-Generation Chance for Tax Overhaul (B)
Trump Pitches Business Tax Cut to Middle Class (W)
The Goldman guys in the White House hinted their tax plan has some gifts for Wall Street (BI)
TRUMP: I don't 'want to be disappointed by Congress' on tax cuts (C)
Government Shutdown Costs Could Exceed Trump's $12 Billion Wall (B)

Geopolitics & terrorism
Trump Says Talk With North Korea Done as Mattis Urges Diplomacy (B)
North Korea renews Guam threat after Trump warning (FT)
South Koreans Feel Sidelined by U.S. in North Korea Debate (W)
NATO Will Send Three Observers to Russian Military Exercise (W)
U.S. Delivers Airstrikes to Block Islamic State Convoy (W)

Industries & companies
Autos: Toyota Grabs Bigger Piece of Ride-Hailing Action (W)
Biotech: FDA Approves First Gene Therapy (W)
FANGs: Amazon Will Need to Cut Whole Foods Prices More to Beat Wal-Mart (B)
FANGs: Apple App Store’s Chinese Customers Get New Way to Pay (W)
FANGs: How Apple Plans to Change the Way You Use the Next iPhone (B)
Financials: New Worry in ‘Repo’: Just One Bank for $3.5 Trillion Market (W)
Insurance: Insurers Are Set to Use Drones to Assess Harvey’s Damage (W)
Pharma: New Novartis cancer drug among most expensive ever (FT)
Tech: New Uber CEO Hints at 2019 IPO (B)

Technology
Amazon’s Alexa and Microsoft’s Cortana Can Soon Talk to Each Other (W)
A slew of Apple auto engineers reportedly left to join the self-driving car startup Zoox (BI)

Offbeat
'Vacation shaming' is preventing millennials from taking time off work (BI)

Aug 30 (Wednesday)

Markets
European stocks tumble as risk appetite hit (FT)
Utilities Shares Rally in August as U.S. Stock Market Stalls (W)
Bond, Dollar Traders Won't Let Missiles Distract Them From Fed (B)

Commodities & currencies
Storm Could Cause East Coast Fuel Shortages (W)
Harvey’s Widespread Destruction Tests U.S. Shale (W)
Iron Ore's Kings Are Spending Again (B)
Bitcoin's Epic Rise Leaves Late-1990s Tech Bubble in the Dust (B)

Central banks
An Interview With Dallas Fed President Robert Kaplan (W)

US
U.S. Consumer Confidence Increased in August (W)
Hotel Building Boom Stalls As Demand Plays Catchup (W)
Commercial Real Estate Begins to Draw Vultures (W)
Five charts showing how millennials are worse off (FT)
Harvey Costs Projected to Rise to $42 Billion (B)

Europe
Germany’s ‘comfort zone’ poll could surprise (FT)
Denmark Decides to Make It ‘More Attractive to Work’ (B)

China
Credit default swaps spell trouble for China (FT)

US politics
Trump Set to Renew Tax Debate (W)
Trump Surveys ‘Epic’ Damage as Texas Braces for Long Recovery (B)

Geopolitics & trade
Kim Jong Un Says Latest Missile Test Was 'Prelude' to Containing Guam (B)
Trump Vows ‘All Options’ Open After North Korea Missile Launch (B)
Editorial: North Korea's Provocations Raise Questions for Japan (B)
North Korea Missile Test Prompts Neighbors to Upgrade Defenses (W)
Russia Says War Games Are ‘Purely Defensive’ (W)
Trump rejected China steel offer his team backed (FT)
Nafta Talks Target Low Wages in Mexico (W)

Industries & companies
FANGs: Google Tells EU How It Will Change Search Results (W)
Financials: BlackRock Finds $5 Trillion Industry Is Now Riskier Than in '08 (B)
Financials: Buffett Converts BofA Warrants Into $16.5 Billion Stake in Bank (B)
Financials: Why Goldman Sachs still wants to be Asia number one (FT)
Media: Apple Spars With Movie Studios Over Pricing Ahead of Apple TV Rollout (W)
Technology: Expedia CEO Dara Khosrowshahi Plans to Accept Uber’s CEO Job (W)

Corporate finance
United Tech Nears Deal to Buy Rockwell Collins for More Than $20 Billion (W)
Ridding markets of their bias against capex won’t be easy (FT)

Offbeat
Day Trading in Wall Street’s Complex ‘Fear Gauge’ Proliferates (N)

Aug 29 (Tuesday)

Markets
Insurers Among Biggest Decliners in S&P 500 as Harvey Costs Loom (B)
Wall Street Vets From Dalio to Gundlach Warn on Emerging Markets (B)
In a Blast From a Financial Crisis Past, CDOs Are Back (W)

Oil
Oil prices are surging on Harvey as the storm brings refinery closings (BI)
10 oil refineries in Texas have been shut down because of Hurricane Harvey (BI)

Central banks
What would a Gary Cohn-led Fed look like? (FT)

US
Unemployment’s Steady Fall Could Signal Trouble—or a Broader Structural Shift (W)
In St. Louis, a Rare Effort to Lower the Minimum Wage (W)
Smith: How the Top 1% Keeps Getting Richer (B)
This Is How Much Your Kids Are Worth (B)

Europe
It's getting less likely that Britain will actually secure a Brexit deal (BI)

Japan
A happier Japan is a concern for investors (FT)

China
China Is Creating the World's Largest Power Company (B)
Chinese regulators are preparing new regulations on digital coin offerings (BI)

US politics
Trump’s Pivot to Taxes Is Fraught With ‘Pitfalls Everywhere’ (B)
Are Trump’s August Controversies Careless—Or Calculated? (W)
Lawyer Says He Discussed Moscow Tower Plan With Trump Three Times (B)

Geopolitics
Can Trump deliver on his threat to pull out of Nafta? (FT)

Industries & companies
Energy: Harvey’s Hit Offers Lessons for Energy (W)
FANGs: Amazon Cuts Whole Foods Prices as Much as 43% on First Day (B)
FANGs: Amazon Rewrites Rule Book for Grocers (W)
FANGs: Apple to Hold Product Launch Event on Sept. 12 (W)
Financials: Regulators, Auto Lenders Dig Into Customer-Refunds Process (W)
Pharma: Gilead to Buy Kite Pharma for Roughly $11 Billion (W)
Retail: Best Buy and Amazon Bring Back the Traveling Salesman (W)
Technology: Uber Gets a Lift From CEO Pick (W)
Technology: New Uber CEO Khosrowshahi Faces Daunting Fix-It List (B)
Technology: Samsung’s Message to Employees: Keep Calm and Carry On (W)
Tobacco: NYC Boosts Price of Cigarettes to $13, Bans Sales by Pharmacies (B)

Harvey
Harvey to Hit Flooded Houston Again (W)
Harvey Costs Seen at Catastrophic Levels With Many Uninsured (B)
Harvey Unlikely to Damage Insurers’ Balance Sheets (W)

Offbeat
Who is the sucker when robot trades against robot? (FT)
FDA Expanding Authority Over Stem-Cell Facilities (W)
Kenyans risk 4 years in jail for using plastic bags (FT)

Aug 28 (Monday)

Markets
Bracing for the Aging Bull Market’s Last Hurrah (BR)
Stocks, Not Bonds, Are Market to Watch Amid U.S. Funding Drama (B)
The Stock Market: the Best Defense Against a Shutdown (BR)
Wall St bankers sell own shares as Trump rally reverses (FT)
New Space Age Offers Promise, Peril for Investors (BR)

Central banks
Kaplan Says Fed Should Begin Reducing Its Balance Sheet ‘Very Soon’ (W)
Central Bankers Can’t Savor Their Stimulus Success (W)
China Money Rate Confusion Shows How PBOC Keeps Traders on Edge (B)

US
Why Wage Growth Should Rise (BR)
Does ageing explain America’s disappointing wage growth? (E)
Tapping Your Home Equity for Cash Is Big Again (W)
Your Car Is Now Worth Less Than You Think (B)
Manhattan on Sale? That’s the Case With Two Cheap REITS (BR)

Europe
May under pressure as Labour makes single market U-turn (FT)
Britain cannot escape the long arm of European law (E)
Germany’s far-right party will make the Bundestag much noisier (E)
Emmanuel Macron finds change is often unpopular (E)

China
China’s Markets Can’t Agree on How Good Nation’s Economy Is (W)
China Industrial Profits Keep Pace as Factory Inflation Holds (B)
Early China Data Show Diverging Sentiment, Stable Growth Outlook (B)

US politics
Large Companies Oppose Idea for Taxing Foreign Profits (W)
Arpaio on Criticism of His Pardon: GOP Should Rally Behind Trump (W)
House Speaker Paul Ryan Criticizes Donald Trump’s Pardon for Joe Arpaio (W)
States Pressure Trump to End ‘Dreamers’ Program (W)
The future of Bannonism (E)

Geopolitics & trade
Tillerson Still Wants North Korea Talks After 'Provocative Act' (B)
Trump Afghan Strategy Poised to Fail, Pakistan Premier Says (B)
Chicago Exchange Sale Looks Shaky as China Tensions Rise (W)

Industries & companies
Autos: Tesla: A Canary in the Wall Street Coal Mine (BR)
Energy: Energy Shares Set for Worst Month Since 2015 (W)
FANGs: Why Amazon Isn’t Ready for Prime Time in China (W)
Health Care: Medtronic: Healthy and Getting Healthier (BR)
Restaurants: At Yum China, Growth Is on the Menu (BR)
Technology: Can Networking Chips Revive Intel’s Start-Up Mojo? (BR)
Technology: Uber Favors Whitman for CEO as Immelt Withdraws (B)
Technology: Nintendo’s Switch Hit: Game Console Is in Short Supply Ahead of Holidays (W)

Harvey
Flooding Is Now Harvey's Biggest Threat to Texas Gulf Coast (B)
Lack of a Storm Surge Keeps Harvey From Katrina, Sandy Status (B)
More Refineries Shut Down (W)

Offbeat
The Great Gatsby's Long Island Mansion Listed for $17 Million (B)
Floyd Mayweather Stops Conor McGregor in 10th Round (B)

Aug 26 (Saturday)

Markets
Stocks Emerge as the Only Vigilante on Wall Street (B)
Trillion-Dollar Earnings Yield Keep Stocks Out of Fed Reach (B)
Small-Cap Stocks Make a Comeback (B)

Central banks
Yellen Distances Herself From Trump in Jackson Hole Speech (B)
Fed’s Yellen Defends Postcrisis Regulations (W)
Draghi Holds Off on Monetary Policy Clues, Criticizes Deregulation Push (W)
Draghi Says Protectionism Is a Threat to Global Economic Growth (B)
Draghi's Drama-Free Jackson Hole Message Reaffirms Slow QE Exit (B)
Kuroda Vows to Maintain Very Accommodative Policy for Some Time (B)

US
Anti-Inflationary Amazon Is Overpowering the Fed (Forbes)
Mobile phone price wars create a data puzzle (FT)
Low rates had little benefit for ordinary Americans (FT)
Business Investment Gains Renewed Momentum (W)

US politics
Mnuchin Says He Was ‘Wrong’ About a Tax Overhaul by August (B)
Mnuchin Confident Congress Will Raise Debt Ceiling (W)
Trump to push for tax reform by year end, says Cohn (B)
Trump Border Wall Shutdown Fight Can Wait, Key Conservative Says (B)
Cohn: Trump Administration Must Do More to Condemn Hate Groups (W)
Mueller Probes If Flynn Had Role in Clinton Emails Hunt (W)

Geopolitics
North Korea Fires Unidentified Projectile to Eastern Sea: South Korea (B)
North Korea fires short-range missiles into Sea of Japan (FT)
Kushner Wraps Up ‘Productive’ Middle East Talks (W)
US business fires warning shot over Nafta shake-up (FT)

Industries & companies
Autos: GM to Address Bolt Cars’ Battery Defect Using Onstar System (W)
Autos: Ford to Look Beyond Credit Scores in Sales Push (W)
Retail: Costco Is Playing a Dangerous Game With the Web (B)
Technology: Google Issuing Refunds Over Invalid Web Traffic (W)

Technology
Amazon robots bring a brave new world to the warehouse (FT)

Offbeat
Hurricane Harvey Bears Down on Texas (W)

Aug 25 (Friday)

Markets
Stocks Slide, Dragged Lower by Consumer Staples (W)
Big News for Stock Pickers: You Only Lost $100 Billion This Year (B)
The U.S. Replaces Europe as the Market's Political Problem Child (B)

Oil
OPEC Keeps Options Open, Including Extending Cuts (W)

Central banks
Fed's George and Kaplan Stake Out Inflation Debate at Jackson Hole (B)
Video: Fed's George Sees Another 2017 Hike Despite Low Inflation (B)
Dallas Fed chief rejects looser curbs on big banks (FT)
Future of Fed Chief Hangs Over Meeting at Jackson Hole (W)
Amazon's Plans to Cut Food Prices Will Be a Headache for the Fed (B)
YRI Press: We could do without investing commentary from the Federal Reserve’s Janet Yellen (MW)

US
Home Sales Decline in July to Slowest Pace This Year (W)

Japan
Japan Stuck in Inflation Doldrums With Core CPI at 0.5% (B)

China
Xi's Great Deleveraging Is Set to Collide With Rising Real Rates (B)
China reliance on infrastructure stimulus surges (FT)
The News Reads You in China—and People Can’t Get Enough of It (W)

Emerging
India court deals blow to biometric ID system (FT)

US politics
Markets Eye Looming U.S. Debt-Ceiling Deadline With Unease (W)
Trump Blames Debt Ceiling ‘Mess’ on GOP Leaders (B)
All U.S. Counties to Have an ACA Plan After Ohio Plugs Gap (W)
How Obamacare’s Marketplaces Are Shaping Up for 2018 (B)

Geopolitics
Russia sends strategic bombers around Korean peninsula (FT)
China's Big Businesses Risk Trump's Punishment Over North Korea (B)
China prepares for an era of asymmetric warfare (FT)

Industries & companies
Autos: Tesla’s Self-Driving Push Sparked Dissent Among Its Engineers (W)
FAANGs: Amazon Clobbers Grocers With Price Cuts at Whole Foods (W)
Retail: Sears posts double-digit sales slide (FT)
Technology: Apple Is Planning a 4K Upgrade for Its TV Box (B)

Corporate finance
SoftBank Finalizes $4.4 Billion WeWork Investment (W)

Offbeat
Labor Department Names Ronald Reagan to Hall of Honor (W)

Aug 24 (Thursday)

Markets
This indicator says the ‘billionaire bears’ are wrong (MW)
Wall Street doesn't want this Trump official to quit (NN)
Hedge funds pour back into crisis-era credit product (FT)

Oil
Aramco Sparks Rush to Privatize in Middle East (W)

Global
Big Economies Are Growing in Sync for First Time in Years (W)

Central banks
Yellen’s Fed legacy hangs over Jackson Hole (FT)

US
New-Home Sales Plunged in July as Supply Shrivels (W)

Europe
Eurozone Maintains Solid Growth Path in August (W)

China
China reform plans could be stifled as economy cools (FT)

US politics
Trump Shutdown Threat Complicates Congress's Debt Ceiling Plans (B)
Trump Asks Americans to Heal Divisions (W)

Geopolitics
Kim Orders More Warheads After Tillerson’s Praise for Exercising ‘Restraint’ (W)
Canada, Mexico Are Skeptical of Trump’s Nafta Remarks (W)

Industries & companies
Airlines: How Budget Carriers Transformed the Airline Industry—in 14 Charts (W)
FAANGs: Wal-Mart and Google Team Up to Challenge Amazon (W)
Financials: Big U.S. Banks Could See Profit Jump 20% With Deregulation (B)
Financials: Bloomberg reshapes business with added consulting (FT)
Media: European media stocks slide after WPP warning (FT)
Retail: Stock Markets Are Calm But Clothing Stocks Are Crazy (B)
Retail: The Problem With Dissing Teen Retailers (W)
Technology: First Look: Samsung’s Big Galaxy Note 8 (W)
Technology: Uber Narrows Loss to $645 Million, Boosts Revenue Amid Turmoil (B)

Corporate finance
Companies Promote Corporate-Tax Overhaul (W)
New Trick for Reluctant Tech Unicorns: Bring the IPO to Them (W)
FTC Approves Whole Foods-Amazon Merger (W)

Technology
This Robot Ship Experiment Could Disrupt the Global Shipping Industry (B)

Offbeat
In Memoir, Clinton Says She Let Down Millions in Election (W)

Aug 23 (Wednesday)

Markets
Wall Street Banks Warn Winter Is Coming as Business Cycle Peaks (B)
Why the Chinese Yuan’s Hot Streak Will Cool Off (W)

US
Home Prices in U.S. Rose 6.6% in the Second Quarter, FHFA Says (B)
Millennial Americans Are Moving to the 'Burbs, Buying Big SUVs (B)
Condo Owners Eye Cashing in on Rental Market (W)

Europe
Ireland to double diplomatic trade presence by 2025 to combat Brexit (FT)

Emerging
Philippines, Indonesia and India Have Got a Fed Problem (B)

US politics
GOP Eyes Budget Maneuver to Allow $450 Billion More in Tax Cuts (B)
Trump to Renew Call for Wall Funding in Arizona (B)

Geopolitics & terrorism
U.S. Expands North Korea Sanctions, Seeks to Seize Millions (B)
U.S. Sanctions Chinese, Russian Firms for Aiding North Korea (W)
North Korea Threatens ‘Absolute Force’ as U.S. Holds Military Drills (W)
Tillerson Pushes Pakistan to Get Taliban to the Negotiating Table (B)
U.S. Warns Citizens About Traveling to Cancun (B)

Industries & companies
Energy: Chevron CEO to Resign as Oil Giant Seeks Change (W)
Financials: Think Interest Rates Are Going Up? Banks Don’t (W)
Home Builders: The Price Isn’t Right for Home Builders (W)
Mining: Miners Are Flush With Cash Again (W)
Railroads: Trains in Vain: Epic CSX Traffic Jam Snarls Deliveries, From Coal to Fries (W)
Retail: Wal-Mart Nears a Pilot Deal to Offer Customers Installment Loans (W)

Corporate finance
‘Serious Doubts’ Over Bayer and Monsanto’s $57 Billion Megadeal, Says EU (W)
Tesla Bonds Tumble in Sign of Concern Over Finances (W)
Rival’s Volvo Merger Sets Path for Great Wall’s Pursuit of Jeep (W)

Technology
China’s Robot Revolution May Affect the Global Economy (B)

Offbeat
Famed Plaza Hotel Is On the Block (W)

Aug 22 (Tuesday)

Markets
Trump’s market honeymoon turning into a risky divorce (FT)
Booming Metals Signal Optimism on Global Growth (W)
Are Long-Term Investors the Market’s True Gamblers? (W)

Central banks
Draghi Is Likely to Lay Out End to Europe’s Quantitative Easing (W)
The Fed's Big Bond Unwind May Clobber U.S. Stocks, Corporate Debt (B)
Why Monetary Policy Isn’t the Only Game in Town Anymore (W)

US
How Retiring Baby Boomers Hinder U.S. Wage Growth (W)
U.S. Job-Seekers Willing to Accept Lower Wages, Fed Survey Shows (B)
Housing recovery suffers, but don't blame the millennials (C)

Europe
European Populists Who Aped Brexit and Trump Rethink Their Approach (W)
Germany’s working class turns away from SPD (FT)

Emerging
The Calm in Emerging Markets Suddenly Broke (W)
Why the ‘Fragile Five’ aren’t quite so fragile (FT)

US politics
Stay or Go? Some Trump Aides Are Pressed From All Sides (W)

Globalization & trade
Globalisation in retreat: capital flows decline (FT)
In U.S.-Canada Trade Fight, the Border Watches, Warily (W)

Corporate finance
Sempra Reaches Deal to Buy Oncor (W)
Total Buys Maersk Oil for $5 Billion (W)
Cisco to Buy Springpath for $320 Million (W)
Chinese Auto Giant Great Wall Wants to Buy Jeep (W)
SEC Is Studying Spotify's Plan to Bypass IPO in NYSE Listing (B)

Offbeat
Historic Eclipse Puts U.S. Power Grid Under the Microscope (B)

Aug 21 (Monday)

Markets
Investors Grapple With Signs of Unrest (W)
Investors focus on Trump trade and asset prices (FT)
Investors Chasing Faster Growth Look Abroad (BR)

Oil & gas
Old Oil Is New Again (W)
U.S. Exports Gas to Europe, and Russia Aims to Counter (W)

Funds
Be Wary of Volatility ETFs (BR)
Lessons from the Quant Quake resonate a decade later (FT)
Investors Pull Back From Gundlach’s Biggest Fund at DoubleLine (W)

Europe
Merkel Tested on Refugees, Diesel as Campaign About to Heat Up (B)
Macron thinks big in vision for French unicorns (FT)

China
China modernises its monetary policy (E)
With Some Countries, China Is in the Red (B)
Why China is Apple’s greatest hope and headache (FT)
China's Debt Swaps Surpass $100 Billion (B)

US politics
Trump targets tax reform to reconnect with GOP (FT)
Trump Gets Little Air Cover From Fellow Republicans (W)
Trump and the CEOs: Behind the Collapse of an Uneasy Alliance (W)
Trump’s Secret Weapon: Deregulation (BR)
Mnuchin Defends Decision to Stay as Trump Sees Healing Ahead (B)
Republicans Face Looming Deadline on Health Law (W)
Right-Wing Rally Overwhelmed by Counterprotesters in Boston (W)

Geopolitics & terrorism
China has most to lose from US trade war, says report (FT)
U.S., South Korea Brace for North’s Fury Over War Games (W)
Trump to Unveil Afghanistan Strategy in Televised Address Monday (W)
Nafta Nations Say Quick Deal on Table as Inaugural Talks End (B)
Police Hunt Focuses on One Suspect in Barcelona Attacks (W)
Finland Stabbing Probe Continues With Terror Focus (W)

Industries & companies
Defense: In a World of Danger, Lockheed Looks Like Safe Bet (BR)

Technology
Artificial Intelligence Gets a Lot Smarter (BR)
Why Your Face Will Soon Be the Key to All Your Devices (W)
Starbucks Teaches Silicon Valley a Lesson in Tech (BR)
Is There Value in Tech Funds? Yes and No (BR)

Aug 19 (Saturday)

Markets
Pet Stocks Are Beating the Market (B)
Traders Might Be About to Get a Big Buy Signal for U.S. Stocks (B)

Credit & commodities
Risk Off: High-Yield Bond Fund See Biggest Redemptions in 6 Months (B)
‘Bitcoin Cash’ Jumps 86%, Now the Third-Most Valuable Digital Currency (W)

Central banks
Yellen to Speak on Financial Stability at Jackson Hole Next Week (W)

SEC
New Audit Rule Could Bring Sunshine to U.S. Markets (W)
SEC dropped case against 2 ex-JPMorgan traders over $6.2 billion 'London Whale' fiasco (BI)

US
U.S. Consumer Sentiment Rose in August (W)

China
China Tightens Rules on Cash Leaving Country as Growth Slows (W)
China Codifies Crackdown on ‘Irrational’ Outbound Investment (B)
The Chinese government is limiting overseas investment in property (BI)
Cambridge University Press Removes Articles From Chinese Website (W)

Emerging
EM funds see first weekly withdrawals in five months (FT)

US politics
Steve Bannon, Controversial Aide to Trump, Is Out (W)
Manchin Says He Won’t Join Trump’s Cabinet as Energy Secretary (B)
Boston Prepares for Right-Wing Protests (W)

Geopolitics & terrorism
Mattis, Tillerson Say North Korea Could Face U.S. Military Response (W)
North Korean Threat Spurs an Identity Crisis on Guam (W)
Japan plans new missile shield against North Korea (FT)
Barcelona Terrorists Planned Bigger Attack With Explosives (B)
Trump Pressures Courts on Border Restrictions, Says U.S. Must Be ‘Tough’ (W)

Cybersecurity
Trump Boosts U.S. Cyber Command's Status in Military Chain (B)

Industries & companies
Consumer: Congress Weighs Expanding FDA Power to Regulate Beauty Products (W)
FAANGs: Google Tests Subscription Tool for Publishers (B)
Financials: Credit card providers count the cost of freebies (FT)
Financials: Wrong-Way Gas Bet Fueled Goldman’s Swoon (W)
Industrials: Deere beats on earnings and boosts its forecast for the year (BI)
Retail: Wal-Mart Applies for Patent for Blimp-Style Floating Warehouse (B)
Retail: RBC: ‘Everyone who was going to shop at Walmart already shops at Walmart’ (WMT) (BI)
Retail: Gap crushes earnings and raises guidance (BI)
Retail: Old Navy Is Wearing the Pants in Gap’s Turnaround Effort (B)
Retail: Foot Locker is crashing after a big earnings miss (BI)
Technology: Higher Costs Chip Away at Lenovo’s Profitability (W)

Corporate finance
AT&T-Time Warner Deal Review Nears Final Stages (W)

Offbeat
Superstitious Stock Traders: Beware of an Eclipse Crash (B)
A Viewer’s Guide to How, When and Where to Watch the Eclipse (W)
What Happens to Solar Power in an Eclipse? We’ll Find Out Monday (N)

Aug 18 (Friday)

Markets
U.S. Stocks Tumble, Dow Slides Over 250 Points (B)
Dip Buyers Beware, This Selloff Came With Slew of Worrying Signs (B)

Asset Management
World’s Biggest Pension Fund Wants to Stop Index Trackers Eating the Economy (W)
Pension Funds Sue Six Banks, Claiming Stock-Lending Abuses (W)
EM worries over swelling influence of ETF flows (FT)
Blackstone Adds $10 Billion in Energy Assets With Harvest Deal (B)
Goldman’s sketchy case to buy (and then sell) bitcoin (FT)

Central banks
The Fed just fired off a stark warning — and it highlights one of the biggest risks for stocks (BI)
ECB Searches for Stimulus Flexibility as End of QE Approaches (B)
The ECB’s Good-News Problem: the Euro (W)

US
U.S. Industrial Output Up Modestly in July (W)
Why a repeat of the 2007 crisis is unlikely (FT)
An Even Wider Generational Wealth Gap? (FRB-SL)

China
China debt bear warns of $6.8tn in hidden losses (FT)
Alibaba’s Net Income, Revenue Surge on Growth in Online Sales (W)

US politics
Key Republican Calls for ‘Radical Changes’ in Trump's Presidency (B)
Trump Abandons Plan for Council on Infrastructure (B)
Apple’s Cook Joins Business Leaders Criticizing Trump’s Remarks (W)
Trump Tweets Further Defense of Confederate Statues (W)
Pressed to Fire Bannon, Trump Instead Channels Him (W)
Bannon and Cohn struggle for White House supremacy (FT)
Cohn to Remain in White House Economic Post, Official Says (B)

Terrorism & cybersecurity
Death Toll Climbs to 13 in Barcelona Terror Attack (W)
HBO hacked again in Twitter accounts breach (FT)

Industries & companies
Consumer: Coca-Cola Wins Arby's Away From PepsiCo in Latest Showdown (B)
Media: Netflix Co-Founder’s Crazy Plan: Pay $10 a Month, Go to the Movies All You Want (B)
Pharma: Mylan Settles EpiPen Medicaid Overcharge Claims for $465 Million (W)
Pharma: Generic drugmakers feel pinch as prices crumble (FT)
Retail: Trump Says Amazon Does ‘Great Damage’ to Retailers (B)
Retail: Charting the US retail revolution (FT)
Retail: Wal-Mart Sales Rise as Retailer Dodges Industry Malaise (W)
Technology: Cisco’s Feud With Former Executive Turns Personal—and Costly (W)

Corporate finance
Global Biotech M&A Takes a Breather on Looming Tax Reform (B)
China’s Anbang Hits a Wall in South Korea (W)
Private equity fundraising hits post-crisis high (FT)

Aug 17 (Thursday)

Markets
After Surviving Last Week, the Stock Market Is as Resilient as Ever (B)
Bull Market Likely to Be Longest on Record, Oppenheimer Says (B)
Investors should be wary of overvalued US stocks (FT)
Chinese Demand Pushes the Market for Asia's Dollar Bonds Toward $1 Trillion (B)

Wall Street
Sale of Once Hot High-Frequency Trading Firm Reflects Industry Troubles (W)
Goldman expands algorithmic corporate bond trading (FT)

Central banks
Fed Officials Split Over Timing of Next Rate Increase (W)
Fed Starts to Wonder If Cornerstone Inflation Model Still Works (B)
The Fed Is Asking Questions, Not Providing Answers (B)
Minutes of the Federal Open Market Committee, July 25-26, 2017 (FRB)
Fed’s Fischer attacks moves to unwind regulations (FT)

US
Consumers Strain to Prop Up Recovery (B)
Builders Pull Back on Home Construction Despite Strong Demand (W)
Summer Youth Unemployment Falls to Lowest Level Since 1969 (W)

Europe
Eurozone Growth Spreads, Helped by Dutch, Italian Economies (W)

China
The IMF ups its China growth forecast but sounds the alarm on its debt (BI)

US politics
Trump’s Business Councils Disband After CEOs Defect (W)
Read James Dimon’s Memo to J.P. Morgan Employees (W)
Baltimore Removes Confederate Statues (W)
White House: Health-Insurer Payments Will Be Made in August (W)
Trump Order to Speed Infrastructure Reviews (W)

Geopolitics
Nafta Talks Open With Spat Over Resolving Tariff Conflicts (W)
How Negotiations Could Change Nafta (W)
U.S. Believes North Korea Produces Its Own Rocket Engines (W)
Trump’s Loyal Sidekick on North Korea: Japan’s Abe (W)

Industries & companies
Autos: Fiat joins BMW’s self-driving car programme (FT)
Retail: Icahn and Starboard's Auto-Parts Retailer Bets Are Taking a Hit Thanks to Amazon (B)
Retail: Target’s Lower Prices Pay Off as Sales Rise (W)
Technology: Apple Readies $1 Billion War Chest for Hollywood Programming (W)
Technology: With a Sales Army of 35,000, Oracle Won Cloud Customers (W)

Aug 16 (Wednesday)

Markets
Bank of America Warns of an ‘Ominous’ Sign for Stocks (B)
When Retail Stocks Dropped, These Funds Went Shopping (W)
Why Blackstone Is Betting $7 Billion on Natural Gas (W)
Seeking the Next Safe Haven (W)
Junk Bonds of the Financial Crisis Were the Decade’s Biggest Winners (B)

US
Broad-Based Advance in U.S. Retail Sales Shows Solid Spending (B)
Auto Loans’ Share of U.S. Household Debt Climbs to Record (B)
GDPNow Forecast for Third Quarter Is 3.7 Percent (FRB-ATL)

Emerging
IMF warns China over ‘dangerous’ levels of debt (FT)
India at 70 is still experiencing growing pains (FT)

US politics
Trump Threat on Obamacare Would Boost Deficit by $194 Billion (B)
Three CEOs Quit Trump Advisory Council (W)
Group Pressures PepsiCo CEO to Step Down From Trump’s Advisory Council (B)
Trump scorns CEO ‘grandstanders’ as more quit panel (B)
Across the South, Confederate Statues Become Targets (W)
White House power struggle threatens to topple Bannon (FT)

Geopolitics
North Korea Follows Familiar Playbook With Guam Reversal (W)
White House Risks a Backfire Over China and North Korea (W)
U.S., Chinese Militaries Seek Closer Ties Amid North Korea Threat (W)
Moon Vents Korea Frustration by Asserting Right to Veto U.S. (B)
Iranian President Threatens to Back Out of Nuclear Deal (W)

Industries & companies
FAANGs: Today's Markets Are Literally All About Amazon (B)
Health Care: Health Premiums Would Rise 20% in 2018 If Subsidies Ended, CBO Says (W)
Pharma: The New Innovators Dilemma: When Customers Won’t Pay for Better (W)
Retail: Chain-Store Stocks Get Hammered on the Day of the Year’s Best Retail Sales (B)
Retail: Are Retail Sales Dead? Depends Where You Look (W)

Corporate finance
Amazon Is Seeking $16 Billion Bond Sale for Whole Foods (B)
Computer-Chip Testing Firm Urges Blocking Sale of Rival to China Fund (W)
‘Angry Birds’ Maker Rovio Plans IPO (W)
European steel seeks strength through M&A (FT)

Technology
FT Series: Artificial intelligence in real workplaces (FT)
This Robot Lab Has No Idea What Its Robots Are Doing (W)
Vacuums that pick up data fuel privacy concerns (FT)

Aug 15 (Tuesday)

Markets
Markets Are Already Shrugging Off the Selloff That Barely Was (B)
One Sign Last Week’s Jitters Are Gone: Financial Stocks (W)
Waning North Korea worries push haven assets lower (FT)
Vix ETF Investors? Nah, Just Gamblers in This Stock Market (W)
Japan’s ETF addiction stores up risk for the future (FT)

Commodities, currencies, & credit
Oil ‘God’ Blames Weaker Outlook and Algos in His Goodbye Letter (B)
Bearish bets on dollar rise ahead of Fed meeting (FT)
Investors Take On Mortgage Risk From Taxpayers (W)

Central banks
Fed's Dudley Says He Still Favors Another Rate Hike in 2017 (B)
Dudley Calls Cohn ‘Reasonable Candidate’ for Fed Chair Position (B)
Draghi faces dilemma as strong euro sparks concern (FT)
With Next Recession Looming, Central Banks Better Make Peace With Negative Rates (B)

Global
How income inequality has shifted since the crisis (FT)

US
Self-Driving Cars Could Affect Jobs of 1 in 9 U.S. Workers (W)

Europe
Eurozone Factory Output Slides (W)

Japan
Japan Posts 4% GDP Growth in Second Quarter (W)
Japan posts longest unbroken growth streak in a decade (FT)

China
Now Advising China’s State Firms: The Communist Party (W)

US politics
Trump Will Get His Tax Cuts, Vast Majority of Economists Say (B)
Tax Reform? Here's Why Mitch McConnell Can't Get It Done (C)
Danger of a Republican Bailout of ACA Is Mounting (WT)
Merck CEO Quits Trump Advisory Role in ‘Stand Against Intolerance’ (W)

Geopolitics
China Bans Key North Korean Imports (W)
Amid Korean Tensions, Mattis-Tillerson Show Is Key to the Drama (W)
U.S. General Says North Korea Threats Must Be Taken Seriously (W)

Industries & companies
Airlines: Airlines Dial Up Pampering for Business Class (W)
Pharma: Early Peeks at Drug Trials Are Giving Investors Whiplash (W)
Media: Netflix Signs ‘Scandal’ Creator as Talent Rivalry Intensifies (W)

Corporate finance
U.S. Stock Buybacks Are Plunging (B)

Offbeat
Dark, Cameras, Action: Scientists and Amateurs Prepare for Solar Eclipse (W)
Amazon Issues Eclipse-Glasses Refunds (W)

Aug 14 (Monday)

Markets
The Curse of 2017: Stocks Could Be Headed for a Fall (BR)
A Letter From Camp Kotok (BR)
Short sellers target high-flying US tech stocks (FT)

Funds
Record ETF inflows fuel price bubble fears (FT)
When Cheaper P/E Ratios Mean Nothing (W)
Retiring in 2065: Are Far-Off Target-Date Funds Worthwhile? (W)

Credit, currencies & commodities
Bond Managers Who Don’t Fear Rising Rates (BR)
For More Yield in Junk Bond ETFs, Go Short (BR)
Either China's Bond Market Or Commodities Are Getting It Wrong (B)
China's Speculator Army Train Their Sights on Rocketing Rebar (B)
Taming of Asia's Most Volatile Currencies Is Creating New Danger (B)
Dollar Weakness Could Be the Boost U.S. Economy Needs (W)
The Bad News Buck (BR)

US
The Big Villain in Slow U.S. GDP Growth[: Productivity] (BR)

Europe
The Euro Area Is Due for a Reboot. Here's What Is Being Proposed (B)
Brussels seeks tighter vetting of foreign takeovers (FT)
Measuring inflation [in the UK]: A can of worms (E)

Japan
Japan Second-Quarter GDP Up 4% on Year, Beating Estimates (B)

China
China: The World’s Best Consumer Story (BR)
Chinese Shopping Splurges Are Set to Boost Alibaba’s Revenue (W)

US politics
White House Says Trump Condemns Extremists (W)
City Remains Tense a Day After Clashes (W)
Trump Chips Away at Postcrisis Wall Street Rules (W)
Scaramucci Says Bannon a 'Snag' on Trump's White House Agenda (B)

Geopolitics
U.S. Draws Up Plans for North Korea, but Urges Diplomacy (W)
China's Xi Grapples With Rising Cost of Supporting Kim Jong Un (B)
China urges restraint over North Korea (FT)
Without Oil, North Korea Sanctions Won't Stop Kim (B)
Nuclear War With North Korea Isn't Imminent, U.S. Officials Say (B)
North Korean Tensions Aren't Deterring Tourists From Guam (B)
What U.S. Wants From Nafta Talks (W)
Trump Administration to Begin Probe of Alleged Chinese Technology Theft (W)

Industries & companies
Autos: Volkswagen’s Road to Recovery (BR)
FAANGs: Facebook’s Onavo Gives Firm Inside Peek at Rivals (W)
Pharma: Dangerous Monopoly of Power (BR)
Pharma: Drug groups face ‘tidal wave’ of opioid lawsuits (FT)
Technology: Microsoft: Riding High on the Cloud (BR)
Technology: 8 Tech Stocks With Growing Dividends (BR)

Offbeat
Business Book of the Year 2017 — the longlist (FT)

Aug 12 (Saturday)

Markets
Corporate America Is Having Its Best Earnings Season in 13 Years (B)
Junk-Rated Stocks Lead S&P 500 to Worst Week Since March (B)
Ageing society spurs flight from US stocks to bonds (FT)
US small-caps suffer worst week since February 2016 (FT)
Weakening demand growth overshadows aluminum (FT)

Wall Street
Who Is Winning With the Fiduciary Rule? Wall Street (W)
JPMorgan Plans to Charge $10,000 for Entry-Level Equity Research (B)

Central banks
The Wait for a U.S. Inflation Pickup Drags On, Clouding the Fed Outlook (B)
Kashkari Says Fed Concerns Over Inflation Based on ‘Ghost Story’ (B)
PBOC to Boost Coordinated Oversight of Key Financial Firms (B)

US
U.S. Consumer Prices Rose Slightly in July (W)
Sticky-Price CPI Increased in July (FRB-ATL)
Why Measuring Inflation Is Such a Tricky Business: Q&A (B)
The Price Still Isn’t Right for Consumers (W)
Number of Americans Caught Underpaying Some Taxes Surges 40% (W)

Geopolitics
Trump Warns North Korea U.S. Military ‘Locked and Loaded’ (W)
Trump matches Kim Jong Un in war of words (FT)
Trump Warns of Potential U.S. `Military Option' in Venezuela (B)
How Seoul Would Defend Itself Against a North Korean Attack (W)
U.S. Builds Presence in Europe, Despite ‘America First’ Rhetoric (W)

Industries & companies
Autos: Tesla Feels the Bond Market Love in Debut Sale to Fund Model 3 (B)
FAANGs: Facebook Quietly Launches an App in China, But With a Different Name (B)
Pharma: Drug groups face ‘tidal wave’ of opioid lawsuits (FT)
Technology: Another Snap Investor Has Disappeared (B)

Technology
Hewlett Packard Enterprise to Send Supercomputer to Space (W)

Aug 11 (Friday)

Markets
Dow Tumbles as North Korea Tensions Persist (W)
VIX's Highest Close Since Election Sparks Record Rush to Protect (B)
Dalio Recommends Gold as Hedge Against Rising Political Risk (B)

Oil
Oil hits 11-week high as Opec raises demand forecast (FT)
Andurand’s $100 oil bet stands out from the herd (FT)

Central banks
Dudley Says Inflation Will ‘Take Some Time’ to Reach Fed's Goal (B)

US
Today’s Financial Crisis: We Forgot the Financial Crisis of 2007 (W)
Workers’ Pace Curbs Growth (W)
Do Businesses Need Foreign Workers? Martha’s Vineyard Is Finding Out (W)

Europe
France urges ‘new momentum’ over US tech groups tax (FT)

China
Chinese economy ‘kidnapped’ by property bubble (FT)
In China, Surveillance Cameras Offer Reality TV to Internet Viewers (W)

Emerging
Brazil Budget Worries Too Much to Take for Foreign Investors (B)
EM’s quiet bull run attracts little investor love (FT)

US politics
Trump Declares Opioid Epidemic a National Emergency (W)
Trump ‘Very Disappointed’ in McConnell Over Obamacare Inaction (B)
Trump Says He Hasn’t Considered Firing Mueller (W)
Talking Taxes: How to Bring Offshore Profits Home (W)

Geopolitics & terrorism
Trump Escalates Rhetoric Against North Korea (W)
North Korea and Trump Leave Beijing With Few Options (W)
FBI Says ISIS Used eBay to Send Terror Cash to U.S. (W)

Industries & companies
Retail: Macy’s and Kohl’s Slow Sales Slump, but Investors Still Spooked (W)
Technology: Snap’s Loss Nearly Quadruples (W)

Corporate finance
US home rental giant created in $20bn deal (FT)

Offbeat
Lawsuit Says Seattle’s ‘Tax-the-Rich’ Measure Violates State Constitution (W)

Aug 10 (Thursday)

Markets
Long-Only Mutual Funds Have Turned Into the Stock Market's Daredevils (B)
Forecast-beating US earnings fail to drive stock rally (FT)

Central banks
Fed's Evans Sees September Balance Sheet Move (B)
Bullard Says Yellen Successor Should Hold More Press Conferences (B)

US
U.S. Can’t Get Breakout Economic Growth With Productivity This Low (W)
Silicon Valley stalls hiring of foreign tech workers (FT)
Baby Boomers Who Refuse to Sell Are Dominating the Housing Market (B)
Indiana Highway Gives ‘Black Eye’ to Private Investment in Infrastructure (W)

Europe
Germany’s young voters back ‘grandmother’ Merkel (FT)

China
China’s Consumer Inflation Slows Unexpectedly in July (W)

Japan
Abe Tries to Fix His Tarnished Image (B)
Japan's Biggest Bank Is Looking for Overseas Talent (B)

US politics
FBI Raided Home of Manafort in Russia Probe (W)
Mueller Left Millions in Salary, Speeches to Lead Russia Probe (B)

Geopolitics
Trump Boasts U.S. Arsenal Is ‘More Powerful Than Ever’ (W)
Trump’s Nuclear Weapons Arsenal Isn’t Any Different Than Obama’s (B)
Mattis Reinforces Trump Warning to North Korea (W)
Trump takes ‘try everything’ approach to North Korea (FT)
North Korea threatens Guam after Trump ‘fire and fury’ vow (FT)
U.S. Trade Actions in China Lag as North Korea Takes Precedence (W)

Industries & companies
Financials: BofA’s New Premium Rewards Card Comes With a Twist (W)
Media: 21st Century Fox Earnings Buoyed by Cable TV Business (W)
Media: Disney takes on Netflix with streaming services (FT)
Technology: Chinese app developers lodge Apple complaint (FT)
Travel: Priceline, TripAdvisor Cut Revenue, Hotel Bookings Forecasts (W)

Corporate finance
Altice lines up $185bn pitch for cable group Charter (FT)
Vantiv strikes £9.3bn deal to buy rival Worldpay (FT)
Software Maker Docker Is Raising Funding at $1.3 Billion Valuation (B)

Technology
Silicon Valley Startup Grail Sees Hope For Cancer Blood Test (B)
The Quant Fund Robot Takeover Has Been Postponed (B)

Offbeat
NYC Council Approves Midtown Rezoning, Paving Way for New Towers (B)
Aug. 9, 2007: The Day the Mortgage Crisis Went Global (W)

Aug 09 (Wednesday)

Markets
Five things we learnt from the US earnings season (FT)
What Could Possibly Ruin Traders’ Summer Vacations? (W)
Block Traders Are Strong-Arming the Tamest Bond Market Ever Seen (B)
Dimon Sides With Bears, Says Sovereign Bonds Are Too Pricey (B)
California, Once Compared to Greece, Is Now Trading Better Than AAA (B)

Oil
EIA Raises Both 2017, 2018 U.S. Crude Production Forecasts (B)

Asset Management
Blackstone Buys Billions in Spanish Real-Estate Assets (W)
Great Year for Pensions, but Many Still in Crisis (W)

Central banks
New Study Says Aging Populations Will Drive Higher Interest Rates (B)

US
U.S. Job Openings Climb to Record 6.2 Million at End of June (W)
In a Job Market This Good, Who Needs to Work in the Gig Economy? (W)
More Americans are working 2 or more jobs than at any point in the last 20 years (BI)
Sick of Slow Wage Growth? Here's Who to Blame (B)
U.S. Growth Seen Steadying, Soothing Slowdown Fears (W)
Americans hold more credit-card debt than ever, and a 'major tipping point' isn't far off (BI)

Europe
European Lenders Face Uphill Battle Tackling Bad Loans (W)
Italy’s banks step up exit from sovereign bonds (FT)
France pushes for top posts in eurozone reshuffle (FT)

China
China’s Dream Is Apple’s Nightmare (W)

US politics
Tax-Overhaul Effort Shaped by Debate Over Corporations (W)
Few expect Trump's 15-percent corporate tax rate: Deloitte survey (R)
Who Ultimately Pays for Corporate Taxes? (W)
Trump makes ‘Real News’ in war against media (FT)

Geopolitics
Trump warns North Korea will be met with 'fire and fury' if threatens U.S. (R)
North Korea Warns U.S., Rejects Talks To Give Up Nukes (W)
Tillerson Presses Asian Nations to Clamp Down on North Korea (W)
Japan defense review warns of enhanced North Korea threats (R)

Cybersecurity
Cyber Risk, Market Failures, and Financial Stability (IMF)

Industries & companies
Aerospace: Boeing Copies Flying Geese to Save Fuel (B)
Autos: Bill Ford Thinks His Company Lacks Vision—and That He Can Fix It (W)
Financials: J.P. Morgan Chase Quietly Axes Liked Debit Card Feature (W)
Financials: Wells Fargo Faces a New Auto-Loan Headache (W)
Media: Disney posts profit drop, to take bigger stake in streaming firm BAMTech (R)
Real estate: Mall Owners Wave a Finger: We’re Not Dead Yet (W)
Real estate: If Retail Is Dying, Why Is Money Pouring Into Malls? (B)
Restaurants: McDonald’s to double number of China restaurants (FT)
Technology: Apple’s Expensive Game of Catch-Up (W)

Offbeat
Americans Are Dying Younger, Saving Corporations Billions [in Pension Costs] (B)
Why Stock Analysts and Computers Should Just Get Along (W)
You Could Buy 100 Boxes of Avocados for the Price of One Bitcoin (B)

Aug 08 (Tuesday)

Markets
Wall Street marches on as tech stocks set pace (FT)
A bunch of indicators are warning of 'a break in the stock market.' (BI)
Morgan Stanley: Warnings about a stock market crash are "out of whack" with reality (BI)
Everyone’s a ‘Buy and Hold’ Investor--For Now (W)
The Infrastructure Rally Crumbles (W)

Currencies & credit
The Dollar Swoon Lifting U.S. Stocks Is Poised to Continue (W)
Investors Jump Back Into the Euro (B)
European blue-chip borrowing costs near record low (FT)

Central banks
Fed Officials Keen to Shrink Balance Sheet Despite Low Inflation (B)
Fed's Bullard Says Low Inflation Warrants Keeping Rates on Hold (B) | Speech
Monetary Policy's Role in Fostering Sustainable Growth (Williams, FRB-SF)

US
With market and economy chugging along, some see fewer reasons for tax cuts (C)
GDPNow Forecast for Third Quarter Is 3.7% down from 4% (FRB-ATL)
U.S. Credit-Card Debt Surpasses Record Set at Brink of Crisis (B)

China
China's Debt Crackdown Gets a Big Shrug From Global Investors (B)
China's Great Property Pullback (B)

US politics
Recess, Full Plate Keep Heat on GOP Lawmakers (W)
‘Sanctuary City’ Chicago to Sue Trump Administration (W)

Geopolitics
North Korea Says It Would Use Nukes Only Against U.S. (W)

Industries & companies
Autos: Avis, Stung by Falling Used-Car Prices, Reports Disappointing Results (W)
Energy: Keystone XL's Path Is Up for Grabs (B)
FAANGs: Brands Strike Back: Seven Strategies to Loosen Amazon’s Grip (W)
Tech: United Tech in Takeover Talks With Rockwell Collins (W)

Corporate finance
Tesla to Sell $1.5 Billion in Debt Amid Launch of Model 3
Netflix Makes Its First Acquisition

Technology
The End of Typing: The Next Billion Mobile Users Will Rely on Video and Voice
Robots lack smart, strong, sensitive human touch

Offbeat
Bitcoin's explosive gains could spell good news for stocks (BI)

Aug 07 (Monday)

Markets
Hot-Stock Rally Tests the Patience of a Choosy Lot: Value Investors (W)
Energy Stocks: Good, Bad, and Ugly (BR)
Is It Time to Return to Active Stock-Picking? (BR)

Credit & commodities
Where to Find 11% Yields (BR)
It’s High Season for Italian Corporate Bonds (W)

US
Jobs Growth Contributes to Uncommonly Strong U.S. Economic Picture (W)
You’re Fired! No, Wait, Please Keep Working (W)

Emerging
Investing in Developed Markets? Think Small (BR)
Local EM Debt a Good Bet Amid Bubbling Bonds (BR)

US politics
New Chief of Staff Reins in White House Aides—and Trump's Tweets (B)
Senate Republicans Nod at Bipartisan Push for Insurer Payments (B)
Don’t hold your breath Cutting taxes will not be easy (E)
Pence Rejects Report He's Preparing to Run for President in 2020 (B)
How the Democrats Lost the White Working Class (BR)
West Virginia Defection Complicates Democrats’ Push in States (W)

Geopolitics
Enforcing Sanctions on North Korea Poses Challenge (W)
China Confident UN Sanctions Can Block North Korea's Nuclear Push (B)
China says NK missile threat reaching ‘crisis point’ (FT)
How a nuclear war in Korea could start, and how it might end (E)
How to avoid nuclear war with North Korea (E)
How close is North Korea to having a missile that can hit LA? (E)
China, Asean to Test Waters on South China Sea Talks (W)

Industries & companies
Airlines: Delta Air Lines: Ready for Takeoff (BR)
FAANGs: Apple Plans to Release Watch With Wireless Functionality (W)
Financials: Former MetLife Unit Brighthouse Has Tough Task: Selling Insurance (W)
Pharma: Behind the Push to Keep Higher-Priced EpiPen in Consumers’ Hands (W)
Tobacco: Big Tobacco’s Next Big Thing? Tobacco (W)

Corporate finance
Penalties Against Wall Street Are Down Sharply in 2017 (W)
Chubb CEO Greenberg on his winning M&A formula (FT)

Offbeat
The Problem With Electric Cars? Not Enough Chargers (W)

Aug 05 (Saturday)

Markets
Dow 22000: What’s Next for This Bull Market? (W)
Record pace set by high-priced Dow Industrial stocks (FT)

Funds
Blackstone named a leader for its massive new infrastructure fund (BI)
Low interest rates bolster EM funds inflows (FT)

Currencies & commodities
Dollar Bears Are Undaunted After Getting Burned by Rally on Jobs (B)
Dollar and Treasury yields lifted by US jobs data (FT)
The Shale Boom Slows Down (B)

Central banks
Analysis: Labor-Market Strength Should Keep Fed Plans on Track (W)
Job Growth Won't Change the Fed's Mind on Rates (B)
Pessimistic central banks cannot handle the good news (FT)

US
Strong Employment Data Add to Rosy View of Economy (W)
The Jobs Numbers: Who’s Hiring in America—and Who’s Not (B)
US restaurants and bars drive job creation (FT)
Lower-Wage Americans Finally Get Some Relief in the Job Market (B)
U.S. Trade Gap Narrows 5.9% (W)

US politics
Cohn Says Tax Writers Have to Get Corporate Rate Below 23% (B)
Kelly’s Rules for Trump’s West Wing: Stop Bickering, Get in Early, Make an Appointment (W)
Intelligence Leaks Targeted by Sessions Echoing Trump's View (B)

Geopolitics & terrorism
Islamic State Behind Failed Bomb Plot at Sydney Airport, Police Say (W)

Industries & companies
Autos: Toyota Gets on Trump’s Good Side With $1.6 Billion Factory (W)
Autos: Toyota tackles Silicon Valley threat with Mazda deal (FT)
FAANGs: Amazon helps explain paradoxes facing investors (FT)
FAANGs: Google Is Working on a News Product to Compete With Snapchat (B)
Financials: RBS Posts First Half-Year Profit in Three Years (W)
Financials: Wells Fargo Says It May Find ‘Significantly’ More Fake Accounts (B)
Pharma: Another Price Squeeze for Drug Makers (W)
Technology: Apple Plans to Release a Cellular-Capable Watch to Break iPhone Ties (B)
Technology: Apple searches for the next big thing (FT)

Technology
That Drone Over Your Home? It’s the Insurance Inspector (W)

Offbeat
Martin Shkreli found guilty on three fraud counts (FT)

Aug 04 (Friday)

Markets
U.S. Stocks Fell on WSJ Report of Mueller Impaneling Grand Jury (B)
BofA Warns of Two Political 'Games of Chicken' That Could Sink Markets (B)
Why Do U.S. Stocks Keep Going Up? Here Are 5 Theories (W)
Trading the end of ‘better than Goldilocks’ markets (FT)
Loeb Says Short Bets Are Paying Off With Stock Valuations ‘Stretched’ (B)
ALBERT EDWARDS: The same problems that caused the financial crisis are back (BI)
Market’s Surge Meets Dollar’s Swoon (N)

Funds
NYSE on Track to Lose More ETF Listings (W)
It's about to get a lot easier to bet on the backbone of the stock market (BI)
Paul Singer Says Passive Investing Is ‘Devouring Capitalism’ (B)
Saudi Oil Minister Met With Top Commodity Hedge Funds (B)

Central banks
Big Investors Losing Faith in Europe's ECB-Fuelled Junk Rally (B)
‘Silent stimulus’ for ECB and eurozone (FT)
Fed Aims to Cut Back Requirements for Bank Directors (W)
Some of Gary Cohn's old Goldman Sachs colleagues aren't sure he'd be a good FRB chair (BI)

Global
Global Inflation Hits Lowest Level Since 2009 (W)
IMF Faces Internal Resistance Amid Push to Uncover State Corruption (W)

US
Jobs in U.S. Haven't Been This Hard to Fill Since 2000 (B)
We visited Amazon's chaotic jobs fair and found a troubling insight about the American economy (BI)
Manufacturing and Services Executives Have Very Different Views of the U.S. Economy (B)

Japan
In Booming Global Markets, Japan Is Once Again Left Behind (W)
Japan’s Abe Shakes Up Cabinet by Adding Some Critics (W)

US politics
Freedom Caucus Leader Calls for Big Corporate Tax Cut (W)
US tax reform hopes are mired in foreign cash piles (FT)
Senior Republicans Push Technology as Part of Border Solution (W)
Sessions, Job Security in Hand, Will Vow a New Crackdown on Leaks (B)
Leaked Trump Transcripts Show Fraught Relationships With World Leaders (B)
You Can Thank Leakers for New Russia Sanctions (B)

Geopolitics
Russians Portray Washington as Mired in Chaos (W)
Trump Blames Congress for ‘All-Time’ Poor Relations With Russia (W)
Mueller Impanels Grand Jury in Russia Probe (W)
China Pushes Back Against U.S. Accusations on Trade (W)

Industries & companies
Autos: BMW records sector-leading margins as sales remain strong (FT)
Autos: Tesla’s Cash Could Burn in Production ‘Hell’ (W)
Chemicals: Monsanto Employee Emails Show Efforts to Marshal Scientists (W)
FAANGs: As Apple’s Services Grow in China, So Does Its Censorship Risk (W)
Health Care: Health Insurer Payments in Crosshairs (W)
Media: Facebook Drowns Out Fake News With More Information (W)
Pharma: Teva Hit by Increased Competition in U.S. Generics (W)
Shipping: FedEx to Skip Holiday Surcharges for Most Orders (W)

Technology
From Driverless Cars to Flying Cars: Former Google Engineer Also Worked on Larry Page’s Project (W)
A Robot Can Be a Warehouse Worker’s Best Friend (W)

Offbeat
Former FBI chief James Comey signs $2m book deal (FT)

Aug 03 (Thursday)

Markets
Dow Jones climbs over 22,000 for first time (WP)
Stocks Poised for "Melt Up" Fueled by Strong Earnings (Investopedia)
It's Been Three Months Since U.S. Stocks Went Up 1% In a Single Day (B)
Avoiding the Crowd Is a Good Bet for Beating the Stock Market (B)

Currencies, commodities & credit
Dollar to 15-Month Low After Fedspeak, Euro Rises Past $1.1900 (B)
OPEC’s ‘Catch-22’: How to Unwind Its Output-Cut Deal (W)
View that bonds are in a bubble still contentious (FT)

Central banks
Fed's Mester Expects Inflation to Rebound From One-Time Factors (B) | Speech
Rosengren: Tight Labor Markets Justify Fed Plans to Keep Raising Rates (W)
Fed Chair Guessing-Game Heats Up With Cohn in the Lead (B)
Switzerland’s First-World Problem: What to Do With $750 Billion (W)

US
ADP Reports 178,000 Rise in July Private Payrolls (W)

China
Amazon Cloud Customers Are Told: Don’t Bypass China’s Internet Gates (W)

Emerging
Brazil’s Corruption Probe Faces Its Biggest Test Case: The President (W)

US politics
Trump Pushes Bill to Curb Legal Immigration (W)

Geopolitics
Tillerson Tamps Down Talk of North Korean Regime Change (W)
Tillerson seeks to reassure North Korea over US policy (FT)
N Korea stand-off trumps the Cuban missile crisis (FT)
Trump Signs Sanctions Bill Aimed at Russia for Elections Meddling (W)
U.S. Plans Trade Measures Against China (W)

Industries & companies
Airlines: Qatar Airways Won’t Take a Stake in American Airlines (W)
Aerospace: ‘Air Capital of the World’ Has a Problem: Too Few Aviation Workers (W)
Consumer: Mondelez CEO Rosenfeld to Exit Amid Big Food Woes (W)
FAANGs: These Are The Sectors That Might Be Able To Survive Amazon (B)
FAANGs: Apple’s Breakthrough Product: Services (W)
FAANGs: Apple hints at robot future and more US factories (FT)
Financials: Blankfein Says He's Confident Goldman Will Fix Trading Woes (B)

Corporate finance
Thanks to ETFs, S&P 500 Companies Have a New Boss -- the S&P 500 (B)

Technology
We Survived Spreadsheets, and We’ll Survive AI (W)

Offbeat
In Gene-Editing Advance, Scientists Correct Defect in Human Embryos (W)
Millennials Unearth an Amazing Hack to Get Free TV: the Antenna (W)
New M.B.A. Admissions Request: Letters From Friends (W)

Aug 02 (Wednesday)

Markets
Dow Industrials Make Run at 22000 (W)
Lessons for devotees of this epic bull run in stocks (FT)
Wall Street Is Mapping Stock Trades for a Post-Bond Bubble World (B)
August May Be When Stocks' Low-Volatility Streak Finally Ends (B)

Funds
What Impact Is Passive Investing Having on the Market? Try None (B)
[Passive investing] makes hitting earnings more crucial than ever (BI)
Pimco Has a Manager Who Tops Dan Ivascyn. His Name? Dan Ivascyn (B)

Currencies & credit
Weak dollar sharpens appeal of US corporate debt (FT)
How Risky Loans Are Kept Afloat in Alphabet Soup (W)

Central banks
Fed Neutral Rate Estimate Drops, Lowest in Over Two Years (B)
Atlanta Fed Taylor Rule Utility Updated (FRB-ATL)

US
Inflation Tame in June, Complicating Fed’s Rate Decision (W)
U.S. Factory Activity Continued to Expand in July (W)
Americans' Spending Barely Grew in June as Incomes Stagnated (B)
There are 2 big reasons your pay isn't going up (BI)

Europe
Eurozone Economy Speeds Up, Boosting Case for ECB Taper (W)
Brexit projected to push up UK banks’ costs by 4% (FT)
In a Twist, Investors Find Safety in Spain’s Property Market (W)

China
China’s Manufacturing Gauges Offer Mixed Messages (W)

US politics
Senate Republicans Want to Move Past GOP-Only Health-Care Debate (B)
Senate Democrats Lay Out Conditions for Working With GOP on Tax Policy (W)
Kelly faces outsized family presence in White House (FT)
Kelly seeks White House order as Scaramucci ousted (FT)

Geopolitics & cybersecurity
U.S. would like dialogue with North Korea at some point: Tillerson (R)
Medical device makers wake up to cyber security threat (FT)

Industries & companies
Airlines: North America’s Best Airline Stock Is Also the Cheapest (B)
Autos: Car Makers Report Steep Sales Fall (W)
FAANGs: Investors Look to Apple Earnings for Clues on Next Phone (W)
Financials: Banking Regulator to Take First Step Toward Changing Volcker Rule (W)
Pharma: Pfizer hits pause on deals amid US tax uncertainty (FT)
Retail: Under Armour Loses Its Footing (B)
Retail: Etsy’s Painful Lesson: It’s a Retailer, Not a Tech Startup (W)
Technology: Sony Profit Surges, Boosted by Strong Sales (W)

Corporate finance
Sprint Says a Merger Decision Is Near (W)

Offbeat
VW’s CEO Knows the Future Is Electric—His Company Isn’t So Sure (W)

Aug 01 (Tuesday)

Markets
Market 'melt-up' could push stocks to new records, including an S&P 500 rally of 8% (C)
Strong Earnings Lift U.S. Stocks to Gains in July (W)
Investors Are Ditching Tech Stocks at the Fastest Pace Since November 2007 (B)
No Bubble in Stocks But Look Out When Bonds Pop, Greenspan Says (B)

Currencies
Dollar’s Fall Threatens Foreign Stock Markets (W)
Six Months On, ‘Grossly Undervalued’ Euro Has Work to Do (B)

Funds
Fidelity Tries to Out-Vanguard Vanguard With Latest Fee Cuts (B)

Central banks
Europe’s First Rate Hike May Be Coming This Week (B)
Fischer: The Low Level of Global Real Interest Rates (FRB)

US
Greenspan Sees Return of Stagflation Unseen Since 1970s (B)

Europe
Eurozone’s Low Unemployment, Inflation Raise Questions for ECB (W)
Banks May Be Hit With $50 Billion Capital Needs After Brexit (B)
U.K.’s Allure Fades for EU Citizens Looking for Work (W)

China
China Factory Activity Loses Momentum, Signaling Possible Economic Slowdown (W)
U.S. Says It Will Fight ‘Distortions’ Caused by China's Economy (B)
Multinationals in China brace for online crackdown (FT)

US politics
White House Pushes Aggressive Tax-Overhaul Schedule (W)
Scaramucci Removed at Urging of New Chief Kelly (W)
Can ‘the Mooch’ Return to Wall Street? (W)
Trump’s Insurer Threat Aimed at Reviving Repeal Effort (W)

Geopolitics & terrorism
Pence Delivers Tough Speech on ‘Unpredictable’ Russia (W)
Terror Plot Leads to Security Snarls at Australian Airports (W)

Cybersecurity
HBO Says Some Programming Stolen in Cyberattack (W)
Virgin America Computer Systems Hacked (B)

Industries & companies
Aerospace: Boeing Creates New Avionics and Electronics Unit (W)
Autos: GM Hires Jeep Hackers as Detroit Battles Silicon Valley for Tech Talent (W)
Energy: Tesla Batteries May Back Up Massachusetts Offshore Wind Farm (B)
FAANGs: Executives Are More Worried About Amazon Than Trump Setbacks (B)
Financials: Late Credit-Card Payments Stoke Fears for Banks (W)
Financials: Regulator Won’t Seek Delay of CFPB’s Arbitration Rule (W)
Media: Cable Tie-Up Unites Parents of HGTV and Animal Planet (W)
Retail: Supermarkets Face a Growing Problem: Too Much Space (W)
Technology: China-Backed Fund Plays Big Role in Country’s Chip Push (W)
Technology: Snap Shares Tumble After Insiders Get First Opportunity to Sell (B)

Corporate finance
Earnings shenanigans underpin Wall Street record (FT)
HSBC to Buy Back $2 Billion of Shares as Profit Rises (W)
Discovery buys Scripps in $14.6bn TV channel deal (FT)

Technology
JPMorgan develops robot to execute trades (FT)
Alphabet Sees Power in Molten Salt, a New Moonshot (W)

Offbeat
Los Angeles Reaches Deal to Host 2028 Olympics (W)
Powerful Pacific Typhoon Could Threaten Japan By Weekend (B)
Six Hours of Chaos: A Wild Day Inside India’s Overrun Courtrooms (W)

July 2017

Jul 31 (Monday)

Markets
As D.C. Tests New Lows, Markets Keep Soaring (BR)
As Washington Stalls, Company Profits Keep Trucking (W)
Blue Chips Are Set to Boost Their Dividends (BR)
Investors Eager to Hear Shale Companies’ Plans for Rest of 2017 (W)

Funds
Active or Passive? Why You Should Use Both (BR)
Emerging Markets Drive Hedge Gains in 2017 (BR)
Pimco pulls in $50bn active cash as investors drawn to new star (FT)

US
Why You Shouldn’t Count Inflation Out Yet (BR)

Europe
At Long Last, Europe’s Banks Are Stabilizing (W)
Italy Sets Price for Its Share of Monte Paschi Capital Raise (B)
Hamburg Attack Puts Merkel Refugee Policy Back in Spotlight (B)

Japan
Abe finds formidable foe in Tokyo’s female governor (FT)

US politics
House Republicans Recommit to Passing Tax-Law Overhaul This Year (B)
Health-Care Collapse Points to Challenges in GOP’s Tax Effort (W)
President Threatens To Cut Congress’s Health Benefits (W)
Next Up: Raising the Debt Ceiling (W)
White House Considers Regional Bank Executive for FDIC Chair (W)

Geopolitics
North Korea’s Missiles Push Neighbors to Beef Up Military Muscle (W)
Trump Warns China on North Korea (W)
China Bets Trump Won't Resort to Strike Against North Korea (B)
China’s New Missile Sends Warning to Rivals Abroad—and at Home (W)
'The World Isn't Safe,' China's Xi Tells Troops (B)
U.S. Navy Vessel Fires Warning Shots at Iran Ships (W)

Industries & companies
FAANGs: Time to Take a Breather on Alphabet, Amazon (BR)
FAANGs: A $1,400 iPhone Isn’t Crazy (W)
FAANGs: Apple Removes VPN Apps in Nod to China Censors (W)
FAANGs: iPhone’s Toughest Rival in China Is WeChat, a Messaging App (W)
Financials: Citigroup Shares Could Rise by 50% (BR)
Industrials: The Curious Case of Industrial Stocks (BR)
Technology: Samsung Topples Intel as World’s Biggest Chip Maker (W)

Corporate finance
Sprint Proposes Merger With Charter Communications (W)
Four Activists Challenge Plans to Carve Up DowDuPont (W)

Offbeat
The rise of childlessnedess (E)

Jul 29 (Saturday)

Markets
European equity fund inflows reach nearly $30bn so far in 2017 (FT)
Nasdaq Slides, Under Pressure From Amazon (W)
Record Tech Valuations Reach Emerging Markets and Investors Are Getting Nervous (B)

Oil
Oil jumps to two-month high, heads for biggest weekly rise of 2017 (R)

Central banks
Meet Randal Quarles, Trump’s Pick to Shake Up the Fed (W)
Fed nominee backs bank call for stress test changes (FT)

US
Second-Quarter U.S. Growth of 2.6% Underscores Resilience (B)
Weaker Prospects for Incomes Weigh on U.S. Consumer Sentiment (B)
U.S. Employment Costs Decelerated in Second Quarter (W)
Americans Aren’t Saving Money Like They Used To (B)
'The RV space is on fire': Millennials expected to push sales to record highs (C)
Why You’re Being Invited to Fewer Weddings (B)

US politics
Paul Ryan insists tax reform will be different from Obamacare repeal debacle (C)
Trump lashes out over healthcare reform failure (FT)
Where Do Republicans Go After Failure of Health Overhaul? (W)
Now Trump May Try to Kill Obamacare Slowly (B)
Make $150,000 to $300,000? Prepare for Your Taxes to Rise (W)
Trump's Attacks on Sessions Are Angering His Base in Deep-Red Alabama (B)

Geopolitics & trade
North Korea Fires Test-Missile Capable of Reaching U.S. Shores (W)
Japan Slaps 50% Tariff on Some U.S. Beef (W)
Russia Orders ‘Hundreds’ of U.S. Staff Out in Sanctions Reprisal (B)

Industries & companies
Autos: More allegations against VW emerge on car cartel (FT)
FAANGs: Thanks to Amazon, the most hated stocks on Wall Street right now are retail (C)
FAANGs: Investors Too Wary of the Amazon Effect (W)
Financials: Sapphire Reserve Cards Aren’t Very Rewarding for J.P. Morgan (W)
Financials: Wells to Refund $80 Million to Auto-Loan Customers (W)
Health Care: Insurers Relieved, but Wary, as ACA Repeal Fails (W)
Tobacco: Tobacco Shares Plunge After FDA Proposes Cut to Cigarette Nicotine (B)

Corporate finance
Buyout Firm Blames China-Bashing for Stalled Deal (W)
One by One, Verizon M&A Rumors Aren't Working Out (B)

Offbeat
At $26.75 a Movie Ticket, Luxury ‘Dunkirk’ Screenings Give Hollywood Hope (B)

Jul 28 (Friday)

Markets
Party Time! Weak Dollar Unleashes Record Stock Run (W)
US blue-chip revenue growth beats expectations (FT)
Tech Stocks Weigh on Markets (W)

Wall Street
Wall Street Needs You to Borrow Against Your Stock (W)
Analysts Hope Companies Will Pay for Research About Themselves (B)
The Death of Equity Research Hasn’t Been Greatly Exaggerated

Oil
Shell Prepares for ‘Lower Forever’ Oil Prices (W)

Central banks
After Draghi, Demography: Aging Society Will Keep Euro Rates Low (B)
Germany Tightens Grip on EU Posts as Draghi Succession Nears (B)
In Asia, the Fed Still Rules (B)
Libor Funeral Set for 2021 as FCA Abandons Scandal-Tarred Rate (B)

US
U.S. Business Equipment Orders Eased Last Month After Robust May (B)
Consumer Comfort Gain Reflects Steady U.S. Labor-Market Progress (B)
Ex-Convicts Help Companies Fill Need for Skilled Labor (W)
N.H. May Delay Opening $48 Million Prison Over Staffing Challenges (W)
If Foxconn Builds It, Will Workers Come? Wisconsin Bets Yes (B)

Europe
Brexit Bulletin: Will the March 2019 Deadline Slip? (B)
How to Make Ireland's Miracle Economy Disappear (B)
The European link to Canada’s house price boom (FT)

Japan
Japanese Inflation Stalls Even as Job Market Tightens (B)
Japanese faced with little alternative to flagging Abe (FT)

China
HNA’s Biggest Shareholder Doesn’t Really Exist Yet (W)

US politics
Republicans Outline Tax Plan (W)
Tax reform plan sees US import charges scrapped (FT)
Ryan Says House Is Open To Negotiating Health Bill (W)
Some Senate Republicans Balk at ‘Skinny’ Health Bill (B)
Republicans Set Terms on Debate of Bill Funding Trump’s Border Wall (W)
Scaramucci Erupts Over Priebus, Leakers (W)
Senators Move to Block Trump From Ousting Sessions (W)
Rex Tillerson Says He Plans to Stay at State, ‘Not Going Anywhere’ (W)

Geopolitics
Russia Sanctions Bill Clears the Senate With Bipartisan Vote (W)
Tensions Escalate Between Germany and Turkey (W)
North Korea’s New Hacking Target: Bank Accounts (W)

Industries & companies
Autos: Here Come the Tesla Model 3s ... and a Few Surprises (B)
Autos: Fiat Chrysler Weathers U.S. Sales Slowdown as Maserati Adds SUV (B)
FAANGs: Amazon’s Expansion Costs Take a Toll (W)
FAANGs: Facebook Profit Jumps 71% (W)
Financials: Mastercard Beats Estimates as Consumers Boost Spending (W)
Financials: Deutsche Bank Warns on Outlook as Cryan's Turnaround Slows (B)
Mining: Glencore Under Probe Over Congo Payments (W)
Pharma: P&G Gets Boost From Stronger Results in Fight Against Peltz (B)
Pharma: AstraZeneca Plunges After Setback in Crucial Lung-Cancer Drug Trial (B)
Restaurants: Starbucks' Tepid Results Increase Pressure to Go Big in China (B)
Technology: Be Afraid for Twitter. Very Afraid. (B)
Technology: Samsung Is Closing In on Apple as World’s Most Profitable Tech Firm (W)
Technology: Intel Finds Room to Boost Revenue (W)
Technology: LinkedIn Suit Could Shape Data-Analytics Industry (W)
Technology: China’s Next Target: U.S. Microchip Hegemony (W)

Technology
The First AI Bubble Is Now Here: Talking Speakers (W)

Offbeat
Jeff Bezos Briefly Tops Bill Gates as the World's Richest Person (B)
Hamptons Home Prices Soar to Record $1.07 Million (B)

Jul 27 (Thursday)

Markets
U.S. Stocks on Pace to Close at Records After Fed Stands Pat (W)
Gains for AT&T and Boeing Help Lift US Stock Indexes Higher (N)
Zeal for US corporate debt near post-crisis high (FT)
Asian bond market suffers flurry of cancelled sales (FT)

Currencies & commodities
The Fed has become the dollar's 'biggest problem' (BI)
Copper hits 2-year high on China scrap ban fears (FT)
Investors to Big Oil: Restrain Yourselves (W)

Funds
SEC Chairman Puts in a Good Word for Active Investing (W)
S.E.C. Issues Warning on Initial Coin Offerings (N)
Chinese Fund Managers Get Personal in Due Diligence (W)

Central banks
Fed Set to Shrink Bond Holdings ‘Relatively Soon’ (W)
Parsing the Fed: How the July Statement Changed From June (W)
The Speech That Transformed European Markets—5 Years On (W)

US
Maybe We’ve Been Thinking About the Productivity Slump All Wrong (N)
Denver Wins Big as Financial Firms Relocate to Cut Costs (W)
The Best $100,000+ Tech Jobs Are Increasingly Concentrated in Just 8 Cities (W)
Where to Find a $35,000 Job—Without a Degree (W)

Europe
EU Threatens Poland With Sanctions Over Court Move (W)
The Brexit slowdown continues (BI)
As Emissions Scandal Widens, Diesel’s Future Looks Shaky in Europe (N)
U.K. Joins France, Says Goodbye to Fossil-Fuel Cars by 2040 (B)

Emerging
Modi ‘challenger’ quits as Bihar chief minister (FT)

US politics
The Myth of Trump’s Do-Nothing Presidency (W)
Trump Eyes Tax-Code Overhaul (W)
Officials to Release Tax Plan Principles This Week (W)
Mnuchin Says Treasury’s Effort to Conserve Cash Is Costing Taxpayers (W)
Trump Again Criticizes Sessions, This Time on FBI Leadership (W)

Geopolitics
EU Cautions U.S. on Russia Sanctions Bill (W)
U.S. to Sanction Chinese Entities Over North Korea (W)

Industries & companies
Aerospace: Boeing Boosts Profit Forecast, Share Buyback After Strong Quarter (W)
Consumer: Coca-Cola to Replace Coke Zero in the U.S. (W)
FAANGs: Amazon Market Cap Tops Half a Trillion (W)
FAANGs: Amazon Plans Job Fair for 50,000 Positions (W)
FAANGs: Whole Foods' Sales Slump Eases Ahead of Takeover by Amazon (B)
Financials: RBS to Spend More Than $1 Billion to Appease European Authorities (W)
Health Care: Anthem Seeks Clarity from Health Law Debate (W)
Technology: How Microsoft Has Become the Surprise Innovator in PCs (N)

Corporate finance
The Luxury Arms Race: Michael Kors and Coach Target Takeovers (N)
U.S. Shale Threatens Chemical Element of Aramco’s IPO (W)

Technology
SoftBank Said to Consider an Investment in Uber (N)
Your Roomba May Be Mapping Your Home, Collecting Data That Could Be Sold (N)

Offbeat
A Catholic School’s Dilemma: How to Spend Its Snap IPO Millions (W)
How Jony Ive Masterminded Apple’s New Headquarters (W)

Jul 26 (Wednesday)

Markets
U.S. Stocks Climb, Driven by Strong Earnings Reports (W)
Fund Managers and Strategists Think the Bull Market Is Ending Next Year (B)
European equities lean on earnings to revive rally (FT)
Weak inflation is a mystery investors must unlock (FT)
‘Exceptionally’ Weak Dollar Is the Earnings Boost S&P 500 Needs (B)
JPMorgan Tells Clients the Surge in Stocks Is Prolonging the Bull Market in Bonds (B)

Oil
Oil Gains on Saudi Push for Compliance With Output Cuts (W)
Oil's Chaos Theory (B)

Central banks
Trump Says Cohn and Yellen Are Contenders to Lead the Fed (W)
IMF warns eurozone against premature taper (FT)
Draghi’s ‘whatever it takes’ outcome in 3 charts (FT)

US
U.S. Consumer Confidence Rose in July (W)
Home-Price Growth Flattened in May (W)
West Is Best for Sellers as U.S. Home-Price Gains Mount (B)
Americans Pour Record Sums Into Home Improvements (W)
America’s Hottest Properties: Data Centers and Cell Towers (W)

Europe
Greece Raises 3 Billion Euros in Return to the Bond Market (B)
IMF Warns Eurozone Against Complacency, Sees Serious Threats (W)
Fasten seat belts, Europe is unsafe at any speed (FT)
Merkel is forced to take centre stage (FT)
German car industry faces big fines (FT)

Japan & China
Japan’s Abe Stumbles in Response to Cronyism Claims (W)
New Challenge to U.S. Power: Chinese Exceptionalism (W)

US politics
Senate Votes to Debate Health-Care Plan After Pence Breaks Tie (B)
Trump Won’t Say if He Will Fire Attorney General Sessions (W)
New White House Communications Chief Vows to Stop Leaks (W)
Kushner Described as Forthcoming in Closed-Door House Meeting (B)
Trump Says Apple CEO Has Promised to Build 3 Plants in U.S. (W)

Geopolitics & trade
U.S. Ship Fires Warning Shots at Iranian Vessel (W)
Russia's $70 Billion ‘Secret’ Spending Lets Money Do the Talking (B)
China and India Locked in 'Eyeball-to-Eyeball' Border Standoff (B)
US working on ‘major trade deal’ with UK, says Trump (FT)

Industries & companies
Autos: GM’s Profit Drops as It Pulls Back Abroad to Focus on U.S. (W)
Autos: GM Warns of Tougher Second Half With U.S. Market Past Peak (B)
FAANGs: Google Sees Ad Growth, but Earns Less for Each Click (W)
Financials: Companies Press Their Banks for Better Payouts on Deposits (W)
Financials: Citi sets out $60bn capital return plan (FT)
Restaurants: McDonald’s serves up best sales rise in 5 years (FT)
Industrials: Caterpillar Boosts Outlook Signaling Cautious Optimism (W)
Technology: Samsung poised to dethrone Intel as chip king (FT)

Corporate finance
SoftBank Boosts Bet on Ride Hailing With Uber Stake (W)
Michael Kors Shops for Glamour, Buys Jimmy Choo for $1.2 Billion (W)
Viacom CEO Considers Costly Scripps Networks Acquisition (W)
Rotisserie-Chicken Chain Boston Market to Be Sold (B)

Offbeat
Elon Musk, Zuckerberg Trade Barbs Over Artificial Intelligence (B)

Jul 25 (Tuesday)

Stocks
Dow Falls as Investors Await Another Round of Earnings Reports (W)
Traders Fear Hard Landing in Emerging Markets (B)

Currencies
Protection Against a Dollar Plunge Is the Costliest Since 2009 (B)
Traders haven't been this bearish on the US dollar for more than a year (BI)

Oil
Saudi Arabia Cuts Oil Exports (W)
Barclays Oil Sale Triggers a Huge Number of Trades in Exotic Options (B)

Central banks & IMF
Fed likely to signal it is on course to raise rates (FT)
IMF Sees U.S. Fading as Global Growth Engine (B)
World Economic Outlook Update, July 2017 (IMF)

US
Existing-Home Sales Slide as Prices Surge on Tight Supply (W)
GDPNow Forecast for Second Quarter Inches Up [to 2.5%] (FRB-ATL)
Wage Growth Tracker Slows Slightly to 3.2 Percent in June (FRB-ATL)

Europe
Euro Area Economy Grows at Slowest Pace in Six Months (B)
Eurozone Economy Slows in July, Survey Shows (W)
Zombie Companies Littering Europe May Tie the ECB's Hands for Years (B)
Polish President to Veto Two Bills Seen Limiting Nation’s Courts (W)
Deutsche Bank Weighs Moving $350 Billion From U.K. to Frankfurt (B)

Emerging
The Worst of Mexico's Inflation and Growth Struggles May Be Over (B)

US politics
Senate GOP Unsure of What Health-Care Measure They Will Vote On (W)
Kushner Details Russia Meetings, Denies Collusion (W)
Democrats Pitch Populist Election Agenda (W)
Democrats Reveal Their Plan to Return to Power (B)

Geopolitics & trade
Mnuchin’s bank reforms carry warning for Europe (FT)
Apple Supplier Foxconn Looks at Producing Display Panels in Wisconsin (W)

Industries & companies
Banks: Could Retailers' Struggles Extend to Banks? (FRB-ATL)
Pharma: Samsung Releases Arthritis Drug in First Foray Into U.S. Pharmaceuticals (W)
Pharma: How Blockbuster Drugs Fight Off Cheaper Competition (W)
Travel: Expedia, Priceline Home In on Airbnb’s Turf (W)

Corporate finance
Deals ‘on Pause’ as CEOs Wait for More Certainty, Baronoff Says (B)
IPO shortage keeps US cash in a few wealthy hands (FT)
KKR to Buy WebMD for $2.8 Billion (W)
Uber Rival Grab’s Fundraising Values It at $6 Billion (W)
HNA Details New Ownership Structure (W)

Technology
Elon Musk’s Tunnel Plan Isn’t as Crazy as SpaceX or Tesla (B)
Robots Picking, Retailers Grinning (W)
Norway Pioneers Crewless Ships (W)
NASA Has a Way to Cut Your Flight Time in Half (B)

Jul 24 (Monday)

Markets
Bull market trots along and stays calm. But for how long? (USA)
Will stocks plunge if Trump's tax plan implodes? Maybe not (NN)
The Stock Market Is Believing the Fed — for Now (N)
It’s Time to Go Large in Small-Caps (BR)
China's Nasdaq Is About to Be Cheaper Than Nasdaq for First Time (B)

Commodities & currencies
OPEC Grapples With Growing Threats to Oil Deal (W)
Will the euro break out of a two-year trading band? (FT)

Funds
Vanguard closes in on BlackRock’s number-one spot (FT)

US
The Baffling Mystery of Inflation Deflation (BR)
More Americans are renting than at any time in the last 50 years (BI)
In Reversal, Colleges Rein In Tuition (W)
Canadian Wildfires Choke Lumber Supply to U.S. Home Builders (W)

China
China’s Crackdown on Global Spending Is Warning to Big Business (W)

US politics
Senate Health Bill Prospects Worsen After Procedural Setback (B)
The steps Trump can take to let Obamacare fail (FT)
Scaramucci Brings Wall Street Pitchman Skills to White House (B)
Schumer Predicts Trump Firing Mueller Would Be GOP Tipping Point (B)
Russian Lawyer Who Met Trump Jr. Had Worked for Intelligence Agency (B)
Senate Panel Subpoenas Founder of Firm Behind Trump Dossier (W)
Kushner’s Amended Financial Filing Lists 77 'Omitted' Holdings (B)

Geopolitics & trade
Trump’s Modest Proposal for a Nafta Revamp (B)
Mexico Open to Reviewing U.S. Trade Deficits (W)
White House Signals Support for Bill on Russia Sanctions (W)
Islamic State Is Dying on the Battlefield—and Winning on the Internet (B)

Industries & companies
Aerospace: Boeing, Flying High, Stays the Course on Job Cuts (W)
Aerospace: 8 Aerospace-Defense Stocks With Juicy Yields (BR)
Financials: How to Deregulate Wall Street (Without Causing a Crash) (BR)
Financials: Deregulation Could Lift Big Bank Profits 30% (BR)
Pharma: Lawyers Hope to Do to Opioid Makers What They Did to Big Tobacco (W)

Technology
Elon Musk Claims U.S. Approval for World’s Longest Tunnel (B)
Norway Takes Lead in Race to Build Autonomous Cargo Ships (W)
Next Leap for Robots: Dispatching Your Online Order (W)

Offbeat
Immigration raids to target teen alleged gang members (R)
This French castle can be yours for $17 million — take a look inside (BI)

Jul 22 (Saturday)

Markets
Short Sellers Give Up as Stocks Run to New Records (W)
Stocks Fall as Investors Parse Latest Batch of Earnings Reports (W)
Record S&P 500 Failing to Stem Steadiest Fund Outflow Since 2009 (B)
The Great Rotation May Finally Be at Hand (B)
Investors, Stop Worrying That ‘Nobody’ Is Worrying (W)
Winter is always coming for SocGen’s perma bear (FT)

Oil
Oil Slides Most in Two Weeks as OPEC Production Is Seen Rising (B)

US
Broad Measure of U.S. Manufacturing Efficiency Confirms Downtrend (B)
Meet Your New Landlord: Wall Street (W)

US politics
Spicer Resigns Over Hiring of New Chief of Communications (W)
Scaramucci Still Has Unfinished Business in China (B)
Donald Trump Preps for Battle Against Lawsuits (W)
White House to Tackle Manufacturing Gaps It Says Weaken U.S. Security (W)

Geopolitics
U.S. Puts Chinese Deals on Ice (W)
U.S. to Ban Tourism to North Korea (W)
U.S. and Exxon Spar Over Alleged Russia Sanctions Violation (W)

Industries & companies
Beverage: AB InBev to Buy Energy-Drinks Maker Hiball (W)
Energy: Is BHP Set to Make Another Big, Risky Investment? (W)
FAANGs: FANG Stocks Lose Some Bite (B)
FAANGs: Wal-Mart, Amazon Rivalry Spreads to Forklifts (W)
FAANGs: FTC probing allegations of Amazon's deceptive discounting (R)
FAANGS: Democrats in U.S. Congress urge review of Amazon's Whole Foods deal (R)
Financials: U.S. Mega Banks Are This Close to Breaking Their Profit Record (B)
Financials: Capital One's Profit Beats Estimates (B)
Financials: The Rise of AIG’s New CEO (W)
Industrials: GE Leaves Investors in Limbo (W)
Tobacco: Big Tobacco Finds Surprise Allies in Smokeless Push (W)
Technology: Microsoft Profit Jumps, Fueled by Cloud Computing (W)

Technology
Don’t Fear the Robots (W)
Lyft Shifts Gears With New Driverless-Car Division (W)
Lyft to double staff in autonomous car drive (FT)
China’s Got a Huge Artificial Intelligence Plan (B)

Offbeat
Barclays 'Gold' Equity Research May Cost $455,000 (B)
Former CBO Leaders Ask Lawmakers to Stop Bad-Mouthing Agency (B)
China’s 2.4 Trillion Cigarette Habit Is Actually Progress (B)

Jul 21 (Friday)

Markets
Tech Is No Bubble, But the Stock Market Might Be (W)
Investors turn from US to European stocks (FT)
What Will Satisfy the Market's Thirst for High-Grade U.S. Bonds? (B)
What the Bond Market is Looking for From ECB This Week (B)
Euro jumps above $1.16 in wake of Draghi comments (FT)

Central banks
When Will the ECB Pull Its Trillions From the Markets? (B)
Bank of Japan Delays Inflation Target Date—Again (W)
BOJ's Refusal to Budge Sparks a Revival of Japanese Flow Abroad (B)
Here’s Why Yellen’s Fed Cares About America’s Opioid Epidemic (B)

US
DAVID ROSENBERG: A number of warnings signs are bubbling up in the US economy (BI)
Low Earners Are Making the Biggest Gains for the First Time in Years (W)
Foreign Buyers Pump Up U.S. Home Prices (W)
Greenwich Luxury Listings Tumble as Sellers Discount or Drop Out (B)
How to Fix Social Security (B)

Europe
Non-performing loans not just Italy’s problem (FT)

Emerging
India's Banking Vigor Stokes Its Economic Boom (B)
India's New Tax Is a Work in Progress (B)
China’s Tough-Talking Theme-Park Mogul Surrenders to Minnie Mouse (W)

US politics
US House panel approves budget measure that advances tax reform (C)
The GOP Failed to Replace the ACA. Can Congress Fix What’s Wrong? (B)
CBO: Obamacare Repeal Would Add 32 Million Uninsured, Cut Deficit by $473 Billion Through 2026 (W)
Citing Recusal, Trump Says He Wouldn’t Have Hired Sessions (N)
Sessions Plans to Remain in Post After Rebuke by Trump (W)
Trump Shows Progress in Push to Rein In Federal Rule-Making (W)
Trump's laptop ban on Middle East flights has ended (BI)
Big German Bank, Key to Trump’s Finances, Faces New Scrutiny (N)

Geopolitics & trade
NAFTA negotiations set to begin August 16 in D.C. (NN)
Renegotiating NAFTA -- in 15 easy steps (NN)
More US-China trade tensions expected after disappointing talks (C)
U.S. Fines Exxon Over Russian Sanctions Breaches (W)

Industries & companies
Autos: Volvo deepens Geely links to cut electric car costs (FT)
FAANGs: Amazon's Kenmore Deal Puts Appliances on Path of Inkjet Printers (B)
FAANGs: Netflix looks to become the world’s entertainer (FT)
Financials: Banks’ Earnings Highlight Diverging Paths Since Crisis (W)
Technology: Microsoft exceeds forecasts thanks to the cloud (FT)

Technology
Half of American jobs are at risk from automation, new study suggests (C)
This chart shows where robots are going to replace humans on Wall Street (BI)
Musk Tweet Teases a New York-to-D.C. Hyperloop (W)
Quantum Computing Would Make Today’s Encryption Obsolete (B)

Offbeat
Churchill Tried to Cover Up Nazi Plan to Woo Edward VIII (B)
New York Becomes the City That Never Shuts Up (N)

Jul 20 (Thursday)

Markets
Tech Stocks Eclipse Record from Dot-Com Era (W)
Markets’ Steady Climb in 2017 Defies Historic Odds (W)
Markets to Fed: Please Leave Us Alone (W)
Money Managers Are the Most Underweight U.S. Stocks Since 2008 (B)
How to Get a Free ETF: Forget the Fee Wars, Find Short Sellers (B)

Credit, currencies, & commodities
Debt Ceiling Concerns Start to Surface in Treasury Bills (B)
Corporate Bond Traders Play Chicken (B)
Goldman Sachs Says Take Profit on Emerging-Market Carry Trade (B)
Traders Hurt by Worst Start for Commodities Since 2010 (W)
Coal has no future, says US railroad boss (FT)

Central banks
Fed chair hopefuls back 3% Trump growth target (FT)
Kuroda Lingers Alone in Land of Stimulus as Peers Move On: Chart (B)

US
U.S. Housing Starts Jumped in June (W)
This chart reveals a huge difference in how millennials and their parents spend money (BI)

Europe
US banks eye Europe’s non-performing loans (FT)
Where Will Banks Go After Brexit? Frankfurt Takes Early Lead (W)
Brussels warns Poland against moves on judiciary (FT)

US politics
Trump to Senate GOP: Don't Leave Town Without a Health-Care Plan (B)

Geopolitics, trade, & cybersecurity
US and China step up steel talks to avert trade war (FT)
Veteran U.S. Official to Lead Nafta Talks (W)
Cyberattack on Medical Software Exposes Industry's Vulnerability (B)

Industries & companies
Airlines: United Airlines Investors Lose Patience Following Tepid Outlook (B)
FAANGs: Apple Picks New Chief for One of Its Toughest Markets: China (W)
FAANGs: Amazon Lures Publishers to New Social Network by Paying Them to Post (W)
FAANGS: Facebook Launches News Analytics Tool in Partnership with Nielsen (W)
Financials: Morgan Stanley Tops Goldman in Trading Again (W)
Financials: AmEx Starts Spending More on Reward Points to Retain Customers (B)
Health care: Hospitals Fight to Keep Medicare Drug Subsidies (W)
Restaurants: Nocera: Now the Cloud Over Ackman's Head Says 'Chipotle' (B)
Wireless: T-Mobile Raises Subscriber Forecast as Price War Rages On (B)

Corporate finance
Uber, Amazon and Microsoft brace for accounting shake-up (FT)
Jana Sells Whole Foods Stake (W)
BP is thinking about an IPO for its US pipeline assets (BI)
Univision Draws Interest From Potential Bidders Amid IPO Delays (W)

Technology
Robots Take Over Retail Jobs (W)

Jul 19 (Wednesday)

Markets
Dow Lower as U.S. Dollar Weakens (W)
The Bulls Aren’t Running in a Herd (W)
Vix index sends mixed messages to investors (FT)

Central banks
Monetary Policy in Japan Has a New Problem: Amazon (W)

US
Foreign Buyers Pump Up U.S. Home Prices (W)
Too Many Americans Live in a Mental Fog (B)

Europe
Citigroup Chooses Frankfurt as New European Trading Hub (B)

China
China’s Censors Can Erase Chat Images in Transmission (W)

US politics
GOP Stares Down Loss on Health-Care Push (W)
Odd Position for GOP: Working to Boost the Health Law, Not Kill It (W)
GOP Looks to Tax Policy After Health-Care Setback (W)
White House to Nominate Peirce as Republican SEC Commissioner (W)

Geopolitics & trade
White House Unveils Its Plans for Remaking Nafta (W)
Arbitration Provision Emerges as Flashpoint in Nafta Overhaul (W)
U.S. Walks Fine Line on Trade Talks With China (W)
Trump, Putin Held Second, Private Talk at Dinner for G-20 (W)
Trump Administration Slaps Iran With Additional Sanctions (W)

Cybersecurity
FedEx Struggles to Bounce Back From Cyberattack (W)

Industries & companies
Airlines: United Latest Airline to Ride New Fares and Fees to Higher Revenue (W)
FAANGs: Google Tries Again With Glass (W)
Financials: Goldman Sachs, BofA Reverse Roles With Core Business Disappointments (B)
Financials: Goldman Hit Again By Bond Trading (W)
Financials: Bank of America Results Get Boost from Higher Rates (W)
Financials: Wells Fargo Planning More Branch Changes (W)
Health Care: Health Insurers Brace for New Uncertainty After Bill’s Collapse (W)
Health Care: Health Insurers' Next Obamacare Scare Is Just Two Days Away (B)
Materials: BHP Fourth-Quarter Iron Ore Output Rises 8% on Expansions (B)
Media: Cable Giant Discovery in Talks to Merge With Food Network Owner (W)
Restaurants: Chipotle Faces New Food-Safety Scare (W)
Retail: Target CEO Warns That Hispanics May Be Shopping Less (B)
Technology: IBM Revenue Decline Continues to Pressure Bottom Line (W)
Technology: Ethereum Prices Aren’t Driving Chip Stocks (W)

Offbeat
Stitched up by robots: the threat to emerging economies (FT)

Jul 18 (Tuesday)

Markets
China just had a 'Black Monday' (BI)
One of the market's biggest fears is overblown[: Shrinking Profit Margins] (BI)
The Vanishing Reward for Buying High-Yield Bonds (W)
Investor Love Affair With Emerging Bonds Is Losing Momentum (B)

Asset managers
BlackRock’s Earnings Rise On Stronger Inflows (W)
Vanguard Reaches the Top, But It's Hard to Stay There (B)
KKR Elevates Next Generation, Prepares for a Future Without Its Founders (B)

Central banks
This Magic Formula Reveals How the ECB Might Taper (B)
Bank of Japan's ETF Buying Raises Concerns Among Officials (B)

US
Americans Feel Good About the Economy, Not So Good About Trump (B)
New U.S. Subprime Boom, Same Old Sins: Auto Defaults Are Soaring (B)
Larry Fink Says Dark Clouds for U.S. Economy Aren't Waning (B)
U.S. to Offer More Visas to Temporary Seasonal Workers (W)
This Isn't the First U.S. Opiate-Addiction Crisis (B)

Europe
Euro-area inflation cools down (Eurostat)

China
China GDP growth points to 2017 rebound (FT)
The Problem With China’s Economic Growth (W)
China Blocks Big Banks From Lending to Dalian Wanda (W)

US politics
House Budget Committee to Consider FY18 Budget Resolution (W)
Treasury Reassures Markets About Secret Debt-Ceiling Plan (B)
GOP Splits Over Health-Law Taxes (B)
Jamie Dimon Is Right to Raise the Alarm (B)
Trump Administration to Share Records About Mar-a-Lago (B)

Geopolitics & trade
‘Herculean’ U.S.-China Trade Deal Gets Less-Than-Heroic Reviews (W)

Industries & companies
Consumer: Activist Proxy Fight Puts Focus on P&G’s Cost-Cutting Effort (W)
Energy: Big Oil Sees Salvation in Gas, But What If It's the Wrong Bet? (B)
FAANGs: Can the Tech Giants Be Stopped? (W)
FAANGs: Netflix Scorches Subscriber Forecasts; Stock Surges (B)
FAANGs: Blue Apron Shares Tumble Anew as Amazon’s Shadow Looms (W)
FAANGs: 5 Billion Reasons Toys ‘R’ Us Struggles as Amazon Soars (W)
FAANGs: Google Fiber Loses Chief Executive Officer After Five Months (B)
Financials: Regulator Urges CFPB to Delay Rule Barring Mandatory Arbitration (W)
Shipping: China’s shipping ambitions will not easily be contained (FT)
Technology: IBM’s Latest Line of Mainframe Computers Focuses on Encryption (W)

Offbeat
Robotic Hogwash! Artificial Intelligence Will Not Take Over Wall Street (W)

Jul 17 (Monday)

Markets
The Dangers of a Record Dow (BR)
Dovish Yellen Spurs Markets to Soar (BR)
Ways of Winning in a Bull Market (N)
Four Top Income Stocks From Emerging Markets (BR)

Currencies & commodities
Dollar Bears' Case Grows Stronger (B)
A Possible Alternative to Stocks and Bonds: Commodities? (N)

Funds
Lower Fees Are Great, if You Actually Get Them (N)
From $2 Billion to Zero: A Fund Goes Bust in the Oil Patch (W)

US
How to Predict the Next Recession (BR)
Q. and A.: If Workers Are Scarce, Is It the Work or the Wages? (N)

China
China Launches Probe Into Possible Xi Jinping Competitor (W)
Liu Xiaobo’s death holds a message for China (E)
Winnie the Pooh barred by China’s online censors (FT)

Japan
Japan considers tough anti-monopoly rules on data (FT)

US politics
GOP Push to Pass Health-Care Law Faces New Setback (W)
Trump Ready to Shake Things Up While Russia Investigations Grind On (B)
South Carolina Shows Scale of Election-Hacking Efforts (W)
Comey’s Writing a Book, and Publishers Are Eager to Pay Big Money for It (N)

Geopolitics & trade
Donald Trump’s G20 speech owed a lot to Putin (E)
TPP, the Trade Deal Trump Killed, Is Back in Talks Without U.S. (N)

Industries & companies
Aerospace: New Jets Threaten Airbus and Boeing Duopoly (W)
Airlines: Why Delta Is Better at Taking Your Money (B)
Energy: 8 Great Energy Stocks at Bargain Prices (BR)
Financials: Wells Fargo prepares to shed more businesses (FT)
Health care: “A Great Time” to Invest in the Health-Care Sector (BR)
Media: Disney Vows to Give Epcot a Magical, Long-Overdue Makeover (N)
Pharma: Big Pharma Spends on Share Buybacks, but R&D? Not So Much (N)
Retail: Will US retail’s death be the next big short? (FT)
Retail: Back-to-School Leads Retail Mini-Rebound (BR)
Shipping: As Trade Revives, Big China Shippers Merge (BR)
Technology: Undervalued Tech: Cisco (BR)
Technology: Overvalued Tech: Verint (BR)
Technology: Micron May Be Headed for a Fall (BR)
Technology: Apple Tests the Faithful (W)
Trucking: Lift in Demand Fuels Hopes of Trucking Rebound (W)

Corporate finance
Overfunding floats Silicon Valley’s bubble economy (FT)
After Wanda Deal, Chinese Property Developer Faces Debt Risk (N)

Technology
Elon Musk Lays Out Worst-Case Scenario for AI Threat (W)
California Weighs a $3 Billion Electric-Car Push (W)

Offbeat
The Coming Revolution in Investment Research (BR)

Jul 15 (Saturday)

Markets
S&P 500 Hits Record as Inflation View Turns Iffy: Markets Wrap (B)
Optimism in Financial Markets Fails to Show in Real Economy (W)
Ageing bull run will need both earnings and Fed cheer (FT)
Bond market cuts rate rise odds on US inflation data (FT)

Central banks
Inflation Data Weakens the Fed's Case for Another Hike (B)
Fed ticks boring box with $4.5tn unwind (FT)

US
U.S. Retail Sales Fell 0.2% in June (W)
The euphoria about the US economy after the election has vanished (BI)
First-Time Buyers Eye Homes (W)

Europe
Strong Eurozone Growth Shows Payoff of ECB Stimulus (W)

US politics
States to Health Insurers: Please Come Back (W)
Russian Lawyer Who Trump Jr. Met Says She Was in Contact With Top Russian Prosecutor (W)
Second Russian's Role at Trump Jr. Meeting Raises Questions (B)
Dimon Says Being an American Abroad Is ‘Almost an Embarrassment’ (B)

Geopolitics
Trump and Macron in Bastille Day show of bonhomie (FT)
Here’s the White House’s Transcript of What Trump Told Reporters Off the Record (B)

Industries & companies
Financials: Earnings Take Shine Off Bank Stocks (W)
Financials: JPMorgan beats, posts record-breaking quarter (BI)
Financials: Citigroup beats on earnings as fixed income business soars (BI)
Retail: More Bad News for Retailers (W)
Retail: EBay Breaks July Sales Records Thanks to Amazon Prime Day (B)
Telecom: Sprint Met With Buffett, Malone About Investment (W)
Telecom: AT&T to Separate Media, Telecom Assets After Merger (W)

Jul 14 (Friday)

Markets
Global stocks at record highs after Yellen remarks (FT)
An Obscure Technical Indicator Was the Only Way to Beat European Stocks This Year (B)
Yellen Revives Investors' Appetite for Emerging-Market Stocks (B)
Why EM investors should beware indices (FT)

Central banks
Yellen: Premature to Conclude Inflation Trend Is Falling Short of 2% (W)
Yellen on Trump’s 3% Growth Goal: ‘I'd Love to See It’ (B)
Who will chair the Federal Reserve after Yellen? (FT)
Cohn in the frame to lead Fed (FT)
ECB’s Draghi to Speak at Jackson Hole, Giving Chance to Signal Shift (W)
Uncoordinated QE shift has investors worried (FT)

US
U.S. Producer Prices Rose Slightly in June (W)
Videogames Might Be Keeping Young Men Out of the Workforce (W)

Europe
Macron Pushes Germany to Commit More to Eurozone (W)
Britain Is Shamed and Brussels Triumphant. But Is That Good for Europe? (B)

China
China Exports Rise for Fourth Straight Month (W)
Why You Should Look to China for the Future of Retail (W)

US politics
Trump Says ‘Most People in Politics’ Would Take Russian Meeting (B)
Trump Budget Would Not Balance In 10 Years, CBO Says (W)
Health-Care Bill Delays May Doom Tax Reform This Year (B)
Health Bill Would Let Insurers Sell Bare-Bones Plans (W)
GOP Health Bill Adds $70 Billion for Exchanges to Woo Holdouts (B)
How Senate Health Bill Compares to House Bill, Obamacare (W)

Geopolitics
China Defends Trade With Sanctions-Hit North Korea (W)
Trump Meets With Macron in Paris Amid Controversy at Home (W)

Industries & companies
Airlines: Delta Misses Profit Target (W)
Airlines: United Wants to Sell Your Seat to Someone Else for More Money (B)
Retail: Bonfire of the Retail Stocks Brings Out Bargain Hunters (W)

Corporate finance
Manulife Exploring IPO or Spinoff for John Hancock Unit (W)

Offbeat
They’re The World’s Fastest Traders. Why Aren’t They Thriving? (B)

Jul 13 (Thursday)

Markets
Dow Industrials Climb to Record Close (W)
Stocks and Treasuries lifted by ‘dovish’ Yellen (FT)
Earnings Party Fades for the Stock Market (B)
The U.S. stock market is 66% higher than it should be (MW)
The most popular measure of the stock market's value 'deserves to be trashed' (BI)
Tech stocks are scaring traders silly (BI)

Credit
Pool of Negative-Yield Debt Shrinks Rapidly as Bond Market Turns (B)
Why Credit Spreads Are Resisting Threats From Rising Rates (B)

Commodities
Oil Lingers Near $45 as U.S. Supply Draw Meets Tepid Reaction (B)
Halliburton Says Oil Will Spike in 2020 After $2 Trillion in Industry Cuts (B)
Nigeria Signals Willingness to Agree on Oil Production Cap (B)
U.S. Wheat Output Is Looking Better Than Analysts Had Feared (B)

Central banks
Beige Book Adds to Fed's Conundrum Over Jobs and Wages (B) | Beige Book
Yellen Expects Fed to Stick to Gradual Rate-Increase Plan (W) | Testimony
Yellen Keeps a Gradual Rate-Hike Outlook as Inflation Puzzles the Fed (B)
Only in Trumpland is Gary Cohn suitable Fed chair (R)
Janet Yellen went to Congress and got grilled about the Fed's leaks and secret speeches (BI)
The Bank of Canada rate hike sends the loonie to an 11-month high (BI)

US
As U.S. Infrastructure Ages, Waterways Face Critical Point (W)
An Airport Awaits Infrastructure Takeoff (W)

Europe
Germany Bolsters Veto Powers Over Foreign Takeovers (W)

China
China’s Bid to Curb Its Booming Housing Market Has Only Made It Hotter (W)

Japan
Japan needs Abenomics, with or without the man (FT)

US politics
GOP Sets Health Vote for Next Week (W)
What happens if Congress doesn't repeal Obamacare (NN)
Here's How the Obamacare Marketplaces Are Doing, State by State (B)
Trump Defends Son After Emails on Russia Meeting (W)
Trump family’s Russia interactions — a timeline (FT)
Trump’s FBI Pick Vows to Resist Political Pressure (W)
Trump nominates Quarles as Fed banking watchdog (FT)
CITI: Trump's 'risk of impeachment' is higher after the Donald Trump Jr. email bombshell (BI)

Geopolitics
Russian, NATO Planes Play Risky Game Over Baltic Sea (W)

Industries & companies
Autos: Nine Reasons To Be Bearish On Tesla (BR)
Biotech: Amicus Gets Nod From FDA to Submit Experimental Drug for Approval (W)
Consumer: Pepsi Says It's Facing the Same Trends That Are Battering Retail (B)
FAAMGs: Amazon's Prime Day Generates Estimated $1 Billion in Sales (B)
FAAMGs: Apple Agrees to Store Cloud Data in China (W)
FAAMGS: French Court Throws Out Google’s $1.3 Billion Tax Bill (W)
Financials: Wells Fargo trims auto loans as market cools, risk overhaul kicks in (R)
Industrials: The Amazon Threat Has Its Limits for This Industrial (B)

Offbeat
WeWork Becomes World’s Fifth Most-Valuable Startup (B)

Jul 12 (Wednesday)

Markets
It Took the Market 30 Minutes to Digest Trump Jr. Email Drama (B)
Red-hot tech stocks could be derailed by the Fed (BI)

Funds
Top Emerging-Market ETF Hit by Record Outflow (W)
New funds bet on decline of bricks-and-mortar chains (FT)

Commodities & currencies
U.S. Cuts 2018 Crude Production Forecast Amid Lower Prices (B)
US oil exports forecast to top most in Opec by 2020 (FT)
Cryptocurrencies Are Getting Crushed (B)

Central banks
Fed's Brainard Backs Balance-Sheet Runoff ‘Soon,’ Wary on Rates (B)
Fed’s Brainard sees low cap on interest rates (FT)
Dimon Says QE Unwind May Be More Disruptive Than You Think (B)
Canada Braces for Its First Rate Increase in Seven Years (W)

Europe
Dimon warns EU could force banks to move staff out of UK (FT)

China
Shoppers Can Buy Bad Debt on China's Equivalent of Ebay (B)
Companies can no longer bank on the Chinese for funds (FT)

US politics
Senate Delays Recess, as GOP Plans to Keep Taxes on Wealthy in Health Bill (W)
Trump Looks to Wall Street for Fed Bank Regulator (W)
Email to Trump Jr. Says Clinton Info Was Part of Moscow’s Trump Support (W) | Emails
Here Are Trump Jr.’s Shifting Explanations for His Russia Meeting (B)
Who is the Russian lawyer who met Donald Trump Jr? (FT)
Trump Sued for Blocking Twitter Users (B)

Geopolitics & trade
Email to Trump Jr. Says Clinton Info Was Part of Moscow’s Trump Support (W)
China Gets Failing Grade on North Korea (W)
North Korea Missile Might Not Survive Re-Entry, Seoul Says (W)
The Canary in the Coal Mine for World Trade Is Taiwan Exports (B)

Industries & companies
Autos: Tesla Readies for Model 3 by Adding Repair Vans (W)
Consumer: PepsiCo makes healthy profit thanks to price rises (FT)
FAAMGs: Amazon Discounts Make Echo Speaker Best Seller on Prime Day (B)
FAAMGs: Paying Professors: Inside Google’s Influence Campaign (W)
FAAMGs: Facebook to Show Ads on Messenger (W)
Financials: Asset Management Revenue Falls in 2016 for First Time Since 2008 (B)
Media: Time Inc., Seeking Refresh, Explores Renaming Company (W)
Pharma: Pharma turns to big data to gauge patient care and pricing (FT)
Technology: China Is a Wild Card for Chip Stocks (W)
Technology: Snap downgraded by lead IPO underwriter as shares fall (FT)

Technology
The Next Job Humans Lose to Robots: Real Estate Appraiser (B)
House panel to unveil self-driving car legislation soon: aide (R)

Offbeat
Buffett’s Berkshire Moves Away From Stock Picking (W)

Jul 11 (Tuesday)

Markets
Traders are the most confident since the early days of the financial crisis — and that's a huge red flag (BI)
Investors Beware: Bond Prices Are Threatening the Stock Market (W)
Oil Up? Oil Down? Blame the Algorithms (W)
Quant Funds That Chase Trends Are This Year's Biggest Losers (B)

Central banks
Warning of BoJ battle to keep bond yields near zero (FT)
The Inflation Numbers Yellen Should Be Talking About (B)
What's Holding Back Business Formation? (FRB-SF)

US
Working Past 70: Americans Can’t Seem to Retire (B)

Europe
French PM eyes tax cuts for the wealthy in 2018 (FT)

China
Chinese inflationary pressures steadied in June (BI)

Japan
Shinzo Abe approval slides after raft of scandals (FT)

US politics
Trump’s Massive Tax-Cut Plan Faces ‘Train Wreck’ of a Calendar (B)
Trump Jr. Met With Russian Claiming to Have Clinton Intel (W)

Geopolitics
U.S. Prepares to Act Alone Against North Korea (W)

Industries & companies
Autos: Red flags from the US car industry — in charts (FT)
Retail: Department Stores Are Starting to Discount Cosmetics (W)
Retail: New ETFs Bet Against the Shopping Mall by Shorting Traditional Retail Stores (B)

Corporate finance
Merger Monday Arrives in Asia With $19 Billion Flurry of Deals (B)
China's Wanda is selling a chunk of its assets for $9.3 billion (BI)
Abercrombie Shares Dive 20% After Buyout Talks Stall (W)

Offbeat
Career of the Future: Robot Psychologist (W)

Jul 10 (Monday)

Markets
Stocks Threatened by Looming End of Low Rates (BR)
Stocks Gain Despite Talk of Easy Money Ending (BR)
Volatility flickers back to life in markets (FT)
Low Volatility Is Not Low Risk (BR)

Oil
Libya, Nigeria May Be Asked to Cap Oil Output Soon, Kuwait Says (B)

Funds
Smart beta funds on course to pass $1tn milestone (FT)
Goldman Sachs is worst-selling fund manager in 2017 (FT)

Central banks
Emerging market investors wary of taper talk (FT)
BOJ Draws Line in Sand But Faces Long Battle to Cap Bond Yields (B)
Weak Inflation Raises Questions About Traditional Model Linking Output and Prices (W)

US
Five Signs Point to Skill Shortages in the United States (B)

Europe
Why Germany’s current-account surplus is bad for the world economy (E)

Japan
An electoral defeat puts Japan’s prime minister on the back foot (E)
Foreigners Are Shoring Up Japan's Shrinking Population (B)

China
China trade offers clues to N Korea economic health (FT)
China's Army Turns on Charm With Weekend Shows (B)
China prepares fresh round of megamergers (FT)
China’s Cosco to Buy Orient Overseas (W)

US politics
New Hurdles for GOP Health Bill (W)
Health and tax overwhelm the Republicans (FT)
Mnuchin Dismisses Idea of 40 Percent Top Tax Rate for the Rich (B)
Trump Jr. Was Promised Damaging Info About Clinton: NYT (B)

Geopolitics
Trump’s America First Policy Proves to Be an Immovable Object at G-20 (W)
The World's Learning How to Handle Donald Trump, but It's Tricky (B)
Trump Says ‘Time to Move Forward’ With Russia After Putin Talks (W)
Trump and Xi Brush Aside North Korea Divide in ‘Excellent’ Meeting (B)
North Korea condemns US bombing exercises (FT)
Scared About North Korea? You Aren't Scared Enough (B)
Containing Kim Jong Un (E)

Industries & companies
Energy: Plans for Offshore Wind Farms Face Headwinds in U.S. (W)
Financials: Big US banks’ profit forecasts take a fall (FT)
Retail: Tiffany Hunts for Path to ‘Cool’ (W)

Technology
Why Your Phone Will Be the Key to Future ATMs (W)
Tech battle to create the elevator of the future (FT)

Offbeat
How Do You Put a Price on Investment Research? (B)

Jul 08 (Saturday)

Markets
Cross-Asset Quants Are Facing Their Worst Losses in a Decade (B)
Top Bond Buyers Are Pivoting From Best Emerging-Market Picks (B)
Rosenberg: Fed Unwinding Balance Sheet Could Impact Stocks not Bonds (BI)

Commodities & currencies
Wall Street Cash Pumps Up Oil Production Even as Prices Sag (W)
When will the US fracking spree finally slow down? (FT)
Forget an IPO, ‘Coin Offerings’ Are New Road to Startup Riches (W)

Central banks
What Will ECB Tapering Look Like? (W)
Fed Says Post-Crisis Rules May Sap Bond-Market Liquidity (B)
Fed’s Powell calls for housing finance reform (FT) | Speech
Government Policy and Labor Productivity (Fischer, FRB)

US
U.S. Added 222,000 Jobs in June; Wages Inched Up (W)
Americans Lured Back to Workforce May Also Be Limiting Pay Gains (B)

Europe
Paris rolls out ‘red-white-and-blue carpet’ for banks (FT)

US politics
GOP Tax Overhaul’s Fate Rests on ‘Big Six’ Talks (W)

Geopolitics & terrorism
US pursues North Korea funds through global banks (FT)
South Korean Leader Says He’s Ready to Meet Kim Jong Un (W)
U.S. Bombers Fly Over South China Sea, Sparking Rebuke From Beijing (W)
Trump Raises Election Meddling in Two-Hour Meeting With Putin (B)
Russians Are Suspects in Nuclear Site Hackings, Sources Say (B)
U.S., Russia Reach Deal on Cease-Fire in Southwest Syria (W)

Industries & companies
Autos: Tesla Plans Giant Lithium-Battery System in Australia (W)
Autos: Tesla battery to provide power to 30,000 homes (W)
Autos: Tesla's Stock Selloff Messes Up Musk's Big Week (B)
FAAMGs: Apple Expands Bet on Cutting Edge Privacy Tech (W)
Utilities: Warren Buffett's Berkshire Hathaway is buying an electric-utility giant for $9 billion (BI)

Technology
Amazon’s Alexa has gained 14,000 skills in the last year (BI)

Offbeat
Chernobyl Radioactive Zone May Get Giant French-Built Solar Park (B)
Penn Station’s Summer of Hell Arrives Monday. Don’t Get Scorched (B)
Lake: Julian Assange Joins Trump's War on CNN (B)

Jul 07 (Friday)

Markets
Wall Street is boldly ignoring stock market history (BI)
Everything Is Awesome! Now Is the Time to Sell (W)
Charts Getting Ominous in S&P 500 as Selloff Shakes Foundations (B)
How Do Investors Price in Nuclear Armageddon? (B)

Credit, currencies, & commodities
Surge in German Bond Yields Triggers Fresh Rout in Global Debt (B)
Gundlach Sees More Pain for Bond Bulls (B)
The Daily Prophet: Blame the French for the Latest Selloff (B)
Emerging Currencies Are in the Bull's-Eye as More Central Banks Signal Hikes (B)
Food Prices Near 2-Year High Thanks to a Record Surge in Butter and Wheat (B)

Central banks
ECB Considered Dropping a QE Guarantee at June Meeting (W)
ECB minutes stir debate over retreat from QE (FT)
Japan Shows Europe How to Quietly Pare Stimulus (W)

US
ADP Report Shows Job Gains Slowed in June (W)
It's Boom Times for Recruiters After U.S. Job Market Tightens (B)
U.S. Trade Deficit Narrowed 2.3% in May (W)
Goldman Economists See Drug Epidemic Taking Toll on U.S. Economy (B)

US politics
Ted Cruz’s Plan to Save Republican Health-Care Bill Gains Traction (W)

Geopolitics & trade I
Trump Says West Must Defend Its Civilization (W)
Mattis Says U.S., North Korea Not Near War After ICBM Test (B)
U.S. to Give Diplomacy More Time to Resolve North Korea Threat (W)
The Global Web That Keeps North Korea Running (W)
Trump Is Right: China Could Press North Korea on Trade (W)

Geopolitics & trade II
Trump Says Russia Interfered in Election, But May Not Have Acted Alone (W)
The Kremlin is already seizing on Trump's comments casting doubt that Russia meddled in the 2016 election (BI)
Mexico No Longer No. 1 Buyer of U.S. Corn After Trade Tensions (B)

Industries & companies
Autos: Tesla's Value Drops $12 Billion Ahead of Model 3 Rollout (B)
Consumer: So Long, Hamburger Helper: America’s Venerable Food Brands Are Struggling (W)
Energy: Renewables Top Nukes in U.S. Power Mix for First Time Since 1984 (B)
Energy: Buffett’s Berkshire Nears Deal to Buy Electric-Grid Giant Oncor (W)
FAAMGs: Amazon, not Google, is the most popular starting point for Americans looking to buy products online (BI)
FAAMGs: Amazon and Dish Network: A Match in the Making? (W)
Hotels: Hilton Sees Room for Growth With Low-Price Brand (W)
Tech: Qualcomm calls for iPhone ban in Apple patent case (FT)

Corporate finance
QVC to Acquire Rival HSN for More Than $2 Billion (W)

Technology
Quantum Computers Compete for "Supremacy" (Scientific American)

Offbeat
Ritholtz: The World Is About to Change Even Faster (B)

Jul 06 (Thursday)

Markets
Signals show equities bull run may have more legs (FT)
Hotels, Cruise Lines, Casinos Among Top U.S. Stocks So Far This Year (W)
Bond sell-off fails to derail Fed’s QE unwinding plans (FT)

Oil
Bear Market for Oil Caused by 'Fake News,' Says Raymond James (B)
One of Oil's Most Prominent Bulls Is Sounding Like a Pessimist (B)
Oil No Longer Has All Emerging Market Assets Over a Barrel (B)

Central banks
Fed Officials Ready to Start Shrinking Portfolio in Months (W)
Fed Eyes September Announcement on Balance-Sheet Reduction (W)
Fed Officials Divided on When to Begin Balance-Sheet Unwind (B)
Inside the Fed’s June Meeting: The Annotated Minutes (B)

US
Retail Apocalypse Can Lead to Suburban Renaissance (B)
U.S. Gas Slides to a 4-Month Low (B)

Europe
Eurozone Economy Picked Up Speed in Second Quarter (W)
EU approves Monte Paschi di Siena restructuring (FT)

Japan
Japan suffers record decline in population (FT)

Emerging
China to Hold High-Level Meeting Aimed at Streamlining Financial Regulation (W)
Iran needs more than the gas deal with Total (FT)
Venezuela's Default Risk Is Rising (B)

US politics
Republicans bogged down in healthcare quagmire (FT)

Geopolitics & trade
U.S. Warns North Korea It’s Ready for War if Provoked (W)
US options narrow on North Korea military action (FT)
Saudi Bloc Slams Qatar ‘Complacency’ Over Gulf Crisis Demands (B)
Global Trade Rebounds Despite Trump's Protectionist Threats (B)
EU strikes free trade deal with Japan (FT)

Industries & companies
Autos: Volvo to Switch to Electric, in First for Major Auto Firm (W)
Autos: Tesla Sales Fall Flat, Clouding Outlook for Musk’s Bold Targets (B)
FAAMGs: Google's Record Fine Is Only the Start From the EU (B)

Corporate finance
Many Startups Remain IPO Holdouts (W)
China’s HNA Discovers the Struggles of U.S. Dealmaking (W)

Offbeat
MSNBC’s ‘Morning Joe’ Sets Viewership Record After Trump Tweets (B)
After Penn Station ‘Summer of Hell,’ More Delays, Disruption Expected (W)
In China, Videogames Will Now Start Limiting Screen Time for You (W)

Jul 05 (Wednesday)

US markets
Global Stocks Retreat as Investors Question Tech’s Dominance (W)
Market's Euphoric Turn May Point to End of Bull Run, BofA Says (B)
How a Glitch Made It Look as If Apple Lost $104 Billion in Market Value (W)

Global markets
Big U.S. Funds Aren’t Buying the European Recovery Story (W)
Two Decades After Crisis, These Three Asia Markets Are Still Down (B)
El-Erian Says Bet on Emerging Markets Due to Better Valuations (B)

Oil
U.S. Oil Prices Rise Again, in Longest Streak of Gains in Nearly 8 Years (W)
OPEC's Output Rose to the Highest This Year (B)

Central banks
Fed Eyes September Announcement on Balance-Sheet Reduction (W)
‘Regime Change’ at BOJ Would Boost Confidence, Says Abe Adviser (B)

US
Manufacturing Pickup Signals Boost to U.S. Economic Growth (B)
U.S. Auto Sales Fall as Fewer Vehicles Go to Rental Chains (W)
SUVs Save the Day Again in June as U.S. Car Demand Languishes (B)
Ill-funded Police Pensions Put Cities in a Bind (W)
Illinois Rushes to Enact Budget to Avoid Junk Rating (B)

Europe
Merkel team trumpets ‘best Germany’ ever at manifesto launch (FT)
Macron Calls for Changes to France’s Parliament, Voting (W)

China
China's $162 Billion of Dealmaker Debt Raises Alarm (B)
China Robots Displace Workers as Wage Spiral Pressures Profits (BW)

Japan
Japanese Manufacturers Are Bullish, Survey Says (W)

Geopolitics
North Korea Missile Launch Threatens U.S. Strategy in Asia (W)
Trump phones Xi as US-China friction grows (FT)
China, Germany Step Up as U.S. Retires From World Leadership (B)
Qatar Responds to Saudi Bloc Demands as Trump Works Phones (B)

Industries & companies
Autos: Tesla Sales Rise (W)
Autos: Tesla’s Model 3 Hits Production This Week (N)
Energy: Total Plows Into Iran, Leaving Shell, BP on Sidelines (W)
Energy: GE's Oilfield Giant Is Ready to Prosper, If the Crude Recovery Cooperates (B)
FAAMGs: Apple Tests 3-D Face Scanning to Unlock Next iPhone (B)
FAAMGs: Microsoft Shuffles Sales, Marketing to Focus on Cloud, AI (B)
Financials: J.P. Morgan’s Worldpay Move Signals Loosened Curbs on Banks (W)

Offbeat
How the iPhone Built a City in China (W)

Jul 03 (Monday)

Markets
Second quarter ends with fierce rotation away from tech stocks (FT)
Oil Enters Bear Market as Investors Lose Faith in OPEC’s Cuts (W)

Credit
Bond sell-off fails to derail Fed unwinding plans for QE (FT)
Surprise! High-Yield Bonds Are Still Holding Up (BR)

Funds
Beware Too-Clever ETFs (BR)
Are Trendy New Robot Funds Making Suckers of Us All? (B)

Central banks
Will more central banks shift policy towards tightening? (FT)

US
New Jersey, Maine Shut Down Governments Amid Budget Impasses (W)
Illinois Lawmakers Work Through Weekend on Budget (W)
Judge Orders Illinois to Start Paying Medicaid Backlog (B)
America’s urban-rural divides (E)
Middle-Class Medicaid (BR)

Europe
Is Europe’s framework for resolving banks broken? (E)
EU considers tough new competition powers (FT)

Emerging
Asia Can Power Through Another Financial Crisis (B)
Reasons You Shouldn't Worry About Money Flowing Out of China (B)
Latin America: Bad Headlines, Good Bets (BR)
Brazil’s president is charged with bribery (E)

US politics
Trump Tweets a Video of Him Wrestling ‘CNN’ to the Ground (N)
Trump’s CNN smackdown opens new front in media war (FT)
To Comprehend Trump, Read This (B)
Trump Joins Fray Over Request for Voter Records (W)

Geopolitics & trade
Xi, Abe to Get Calls From Trump as North Asia Tensions Rise (B)
China’s Xi Jinping Warns of ‘Red Line’ as Hong Kong’s New Leader Is Sworn In (W)
U.S. Navy Sends Warship Near Disputed South China Sea Island (B)
EU, Japan Push Toward Trade Deal (W)
City delegation to press Brussels for free-trade deal (FT)

Cybersecurity
Blinded by Cyberattack, Shipping Giant Maersk Slowly Restarts Operations (W)

Industries & companies
Energy: Iran to sign $4.8bn gas deal with Total (FT)
Chemicals: From Oil Gushers to Golf Balls: Saudi Aramco Bets on Chemicals (B)
FAAMGs: Amazon’s Land Grab for Its Growing Grocery Empire (BR)
Pharma: Shortages of Simple Drugs Thwart Treatments (W)

Corporate finance
A Surge of Dealmaking Ahead for Cable, Wireless (BR)

Technology
Beyond Bitcoin: How Blockchain Is Changing Banking (BR)
3D printers will change manufacturing (E)

Offbeat
Fake news: you ain’t seen nothing yet (E)

Jul 01 (Saturday)

Markets
Stocks Notch Strong First Half, but Some Fear What’s Ahead (W)
Volatility Might Be Awakening From a Coma, But It's Still Groggy (B)
Latest Salvo in the Active-Passive War: Stock-Bond Correlations Are Gone (B)
Small Companies Are Gone, but Should They be Forgotten? (W)
Taper Tantrum II lacks summer blockbuster status (FT)

Commodities & currencies
Shale Boom Falters as Oil Lingers Near $45 on Stubborn Glut (B)
Iron ore is suddenly in a bull market (BI)
The dollar just had its worst quarter in years, and that's exactly what Trump wants (BI)
The 45-Millisecond Ether Flash Crash Prompts Search for Remedies (B)

Funds
The Tech Selloff Couldn't Come at a Worse Time for These Funds (B)

Central banks
How central bankers rattled global markets (FT)
Eurozone Inflation Falls Again in Setback for ECB (W)
ECB Official Urges Bank to Prepare to Return to ‘Normal’ Policy (W)
Atlanta Fed Taylor Rule Utility Updated (FRB-ATL)

US
GDPNow model forecast for real GDP growth Q2’17 is 2.7%, down from 2.9% (FRB-ATL)
Inflation Eases for Third Consecutive Month (W)
Tepid U.S. Consumer Spending Keeps Economic Rebound On Track (B)
Economy Is Losing a Big Booster (W)
Illinois Moves Toward Budget but Warns of Deadline Miss (W)
The Deficit Picture Darkens (B)

Europe
Europe’s Car-Leasing Boom Sets Off Alarm Bells (B)
EU’s Juncker Cautions That Far Right Sentiments Remain (W)

Japan
Don't look now, but inflationary pressures are building in Japan (BI)

Emerging
China's economy continued to produce the goods in June (BI)
India Rolls Out Massive Tax Reform, Businesses Brace for Chaos (B)

US politics
Senate GOP Leaders Aim for New Health Plan in Two Weeks (B)
GOP Operative Sought Clinton Emails From Hackers, Implied a Connection to Flynn (W)
Trump’s Travel Ban Takes Effect, Setting Strict Entry Limits (W)

Geopolitics & terrorism
Trump's considering a tariff that could put the economy on a path to 'global recession' (BI)
Trump and Moon Assert Unity on North Korea (W)
N Korea threat tests US faith in missile defences (FT)
China lashes out at US over Taiwan arms deal (FT)
U.S. to Sanction Chinese Bank Over North Korea Financing (W)
No Thaw Likely at Trump-Putin Meeting (W)
U.K. to Start U.S. Trade Talks on July 24 in Early Brexit Test (B)

Cybersecurity
Russia Threatens Retaliation If Pentagon Bans Kaspersky Software (B)
Cyberattack Launched for Pain, Not Profit, Experts Say (W)

Industries & companies
FAAMGs: Google’s Main Strategy Is Under Threat From EU (W)
FAAMGs: Brussels sets stage for more battles with Silicon Valley (FT)
FAAMGs: Microsoft Is Planning Sales Reorganization Focused on Cloud (B)
Financials: Buffett Is About to Make $12 Billion on His Bank of America Bet (B)
Pharma: Bayer shares slide as it warns on profits (FT)
Retail: Nike Confirms Partnership With Amazon (W)
Retail: ‘Spider-Man:’ A $175 Million Commercial for Disney Toys (W)

Corporate finance
The SEC is going to start letting any company file in secret for an IPO (BI)

Offbeat
Inside the Push to Reclaim a Texas School’s Gold Stash (W)

June 2017

Jun 30 (Friday)

Markets
Global bond market sell-off infects equities (FT)
Global Bond Selloff Deepens Amid Hints at End of Stimulus (W)

Commodities & currencies
Dollar's Battle Gets Harder With Fed No Longer Only Hawk in Town (B)
Yuan Rides a Roller Coaster in June as China Fights With Market (B)
The Ringgit Is Easily Asia's Strongest Currency (B)
Goldman's Commodity Analysts Ask: How Did We Get It So Wrong? (B)

Central banks
Investors jump Draghi’s finely tuned starting gun (FT)
Central Bankers: Twisted Geniuses or Bumbling Ex-Academics? (W)
Communication of monetary policy in unconventional times (ECB)

OECD & IMF
Enabling the Next Production Revolution (OECD)
Global Housing Watch (IMF)

US
U.S. GDP Growth Revised Up to 1.4% in First Quarter (W)
Four Problems Looming Over Historic U.S. Expansion (W)
Illinois Is in Deep Trouble: What Investors Need to Know (W)
These 3 charts explain the economic side effects of the student loan crisis (BI)
Cuomo Declares State of Emergency for NYC's Troubled Subways (B)
Aging Infrastructure Means More Jams at One of U.S.’s Worst Bottlenecks (W)
Opioid Addiction Diagnoses Up Nearly 500% in Past 7 Years, Study Shows (W)

Europe
Eurozone’s Confidence Hits Post-Crisis High (W)
The French President Is Spending His Summer Fighting Unions (B)

Japan
Japan can help us better understand one of the biggest puzzles facing the US economy (BI)

Emerging
Chinese Regulators Play Whac-A-Mole With Banks (W)
China’s quant traders in retreat after court verdict (FT)
Cash Won’t Be Obsolete in India Anytime Soon (B)
Brazil’s corruption probe reaches the presidency (FT)

US politics
Senators in Health Talks Propose to Keep Tax on Investment Income (W)
Senate Health Bill Could Hit Employer-Sponsored Plans (W)
CBO Says Government Could Run Out of Cash in Early to Mid-October (W)
Trump Administration Predicts Orderly Travel Ban This Time (B)
White House Defends Trump Attacks on MSNBC Host Mika Brzezinski (B)

Geopolitics
U.S. Targets Chinese Bank to Ramp Up Pressure on North Korea (B)
China builds new missile shelters in South China Sea (FT)
White House Says Trump to Meet Putin at G-20 (W)
Trump Accepts Macron’s Invitation to Bastille Day Parade in Paris (W)
Three-quarters of world has little or no confidence in Trump, Pew study finds (Guardian)

Industries & companies
Energy: Trump Vows to Unleash the ‘Vast Energy Wealth’ of the U.S. (B)
Energy: New Problem for Keystone XL: Oil Firms Don’t Want It (W)
FAAMGs: Amazon’s Whole Foods Deal Adds Pressure on Grocery Services to Deliver (W)
FAAMGs: Google’s Main Strategy Is Under Threat From EU (W)
Financials: Bank Stocks Throw a Dividend Party (W)
Financials: Banks Unleash Surprisingly Big Payouts After Fed’s Stress Tests (B)
Industrials: Inside GE’s Decision to Build More Factories Outside the U.S. (W)

Corporate finance
Just Like That, a Bad Year for Buybacks Becomes a Good One (B)
Europe leaps past Asia in global M&A rankings (FT)
Europe’s revival boosts dealmaking (FT)
Frothy IPOs belie uncertain future for HK markets (FT)

Technology
Chip Makers Cashing In on Digital Currencies, for Now (W)
The CEO of an investing startup on the future of finance, millennials, and happiness (BI)

Offbeat
Short Seller Carson Block Fires Back at NYSE's ‘Un-American’ Jab (B)

Jun 29 (Thursday)

Markets
ETF Buyers Propel Stock Rally (W)
Eurozone IPOs signal growing investor confidence (FT)

Oil
Oil Prices Recover On Encouraging Inventory Data (W)
Suddenly the U.S. Is Exporting More Crude Than a Bunch of OPEC Members (B)

Credit
Global Bonds Gyrate as Investors Parse Central Bank Clues (W)
Illinois Is in a $6 Billion Budget Hole and Flirting With Junk (B)

Central banks
Federal Reserve releases results of Comprehensive Capital Analysis and Review (CCAR)
Draghi Tried to Be Cautious But Spooked the Market Anyway (B)

US
Silicon Valley Forges Ahead on Boosting Minimum Wage (W)

Europe
Brexit set to blow hole in EU budget, Brussels warns (FT)
Macron Outlines Plans to Overhaul France’s Labor Laws (W)
Italy demands EU nations share migrant burden (FT)
Sweden Squirrels Away Cash Ahead of Demographic Time Bomb (B)

Emerging
India’s New Tax System Sparks Strikes and Protests (W)

US politics
Business Groups Want Congress to Step Up Pace on Tax Overhaul (W)
Health Bill Draws Fiscal Fault Line Between Old, Poor (W)
Trump Attacks the 'AmazonWashingtonPost' Over Taxes (B)

Geopolitics, cybersecurity & terrorism
Mattis Says Trump’s Warning to Syria Deters Chemical Attack (W)
U.S. Sets New Air Security Measures in Place of Broad Laptop Ban (W)
FedEx's TNT Unit ‘Significantly’ Affected by Cyberattack (B)
Cyber attack hunt focuses on initial Ukraine infection (FT)

Industries & companies
Consumer: Is Food Giant Nestlé Turning Away From Food? (W)
Financials: How Buffett’s Bank of America Bet Can Change After Stress-Test Results (W)
Retail: Has U.S. Built Its Last Big Mall? (W)
Retail: Nike Thought It Didn’t Need Amazon—Then the Ground Shifted (W)

Corporate finance
New AIG chief set to call time on $25bn buyback plan (FT)
Staples Nears Deal With Sycamore (W)
Blue Apron, Struggling to Woo Investors, Lowers IPO Price Range (W)

Technology
The Future According to Elon Musk (B)
China Is About to Bury Elon Musk in Batteries (B)

Offbeat
Americans Worked More, Slept Less Last Year (W)

Jun 28 (Wednesday)

Markets
Nasdaq Slides as Tech Sector Remains Under Pressure (W)
Hedge Fund Activists See More Opportunities in Europe (W)
Oil at $35 Is Tipping Point for High-Yield, Deutsche Says (B)

Funds & exchanges
'Untested' ETF Market Worries Top Speed Trader in U.S. Equities (B)
There's about to be a showdown between America's biggest players in trading (BI)
New China Network Can Shave Milliseconds Off Trades to New York (B)
NYSE President Calls Short Sellers ‘Icky’ (B)

Central banks
U.S. stock market 'running on fumes,' Fed policymaker says (R) | Speech (Williams, FRB-SF)
Fed's Fischer Warns Against Complacency Over Stability Risk (B)
Yellen: Globalization, Technological Change Have Been Harmful to Many (W)
Trade and Training (Harker, FRB-PHL)
Trump Administration Struggles to Find Community Banker for Fed Board (W)
ECB’s Draghi Hints at Possible Winding Down of Stimulus (W)

US
If You Think Stocks Are Dull, Look at the Economy (W)
Home-Price Growth Slows in April (W)
U.S. Consumer Confidence Unexpectedly Rises (B)
IMF Cuts U.S. Economy Forecast Amid Rising Policy Uncertainty (W)
Want a $1 Million Paycheck? Skip College and Go Work in a Lumberyard (B)

Europe
Scotland Delays Plan for Second Independence Referendum (W)

Emerging
MSCI Already Talking About Adding More Chinese Stocks (W)
Beijing’s Wariness of Market Forces Is Likely to Disappoint (W)
Hong Kong small-caps suffer $6bn crash (FT)
Chinese Premier Touts ‘Unimaginable Job Growth’ (W)
China puts a stop to electric-car gold rush (FT)

US politics
Senate Republicans Delay Vote on Health Bill Until After July 4 Recess (W)
Analysis finds Senate health bill will increase uninsured by 22m (FT)
Regulators back Trump on looser financial rules (FT)
Yellen rejects need for big regulatory rollback (FT)

Geopolitics & trade
Pentagon Sees Signs Syria Is Preparing Chemical Attack (W)
Trump looks to draw thicker red line in Syria (FT)
North Korea Compares Trump to Hitler (W)
Trump Administration Opens Marathon Nafta Hearings (W)
Massive Cyberattack Goes Global, Hits WPP, Rosneft, Maersk (B)

Industries & companies
FAAMGs: Google Slapped With $2.7 Billion EU Fine Over Search Results (W)
FAAMGs: Facebook Reaches 2 Billion Users, Now Wants to Build Friendships (B)
Financials: Deutsche Bank Faces Possible $60 Million Derivative Loss (B)
Financials: BlackRock makes technology deal in cash management business (R)
Financials: Visa is investing in Swedish fintech unicorn Klarna (BI)
Financials: Wells Fargo to Sell Commercial Insurance Ops (W)
Tech: IBM landed a big win in the race to sell blockchain to Wall Street (BI)
Tech: Jack Dorsey’s Square Inc. May Soon Loan You Money (W)
Telecom: Wireless Industry’s Long Wait for Good News (W)
Telecom: Sprint in Talks With Charter, Comcast (W)
Transportation: UPS Freezes Nonunion Pensions (W)

Corporate finance
Nestle Plans $21 Billion Share Buyback as Activist Loeb Digs In (B)
European utilities primed for consolidations (FT)

Offbeat
CNN Accepts Resignations of Three Involved in Retracted Story (B)
At Unilever, Resumes Are Out, Algorithms Are In (W)
A New Real Estate Play for Income Investors (W)

Jun 27 (Tuesday)

Markets
U.S. Equities Are Risky Like a ‘2-Year-Old on Jungle Gym,’ TIAA's Chief Investment Strategist Says (B)
JPMORGAN: Beware of overcrowding in markets where 'everyone holds the same position' (BI)
Biotech stocks bounce as regulation fears ease (FT)
Goldman Says ETF Sales in 2017 Will Beat 2015 and 2016 Combined (B)

Credit & currencies
Investor nervousness rises as yield curve flattens (FT)
Russia taps strong demand for EM debt (FT)
Mexican Peso Hits Highest in a Year (W)

Central banks
This illuminating chart shows the Fed’s $4.5 trillion balance sheet isn’t all that massive (BI)

US
U.S. Durable Goods Orders Fall 1.1% (W)
Why Americans Feel So Good About a Mediocre Economy (B)
Dallas Builders Can't Keep Up With Demand for Apartments (B)

Europe
Why Italy’s Bank Rescue Looks a Backward Step (W)
How Italy's Bank Plan Leaves Bondholders Confused: QuickTake Q&A (B)
European banks deemed safest since height of debt crisis (FT)
U.K.’s May Clinches Deal With Northern Irish Party on Government (W)

Emerging
Global banks should beware China’s deal spree (FT)
China’s All-Seeing Surveillance State Is Reading Its Citizens’ Faces (W)
Narendra Modi’s great tax gamble (FT)

US politics
GOP Leaders Issue Revised Health Care Bill (B)
GOP Senators Add Waiting-Period Penalty to Health Bill (W)
Anthem Says Senate Health Bill Will Bolster Individual Insurance Market (W)
Supreme Court to Review Trump Travel Ban, Says It Can Be Partially Enforced (W)
Trump Blasts Obama’s Handling of Alleged Russian Meddling (W)

Geopolitics & trade
Steel Yourself for Trump’s Anti-Trade Moves (W)
EU vows to retaliate over US steel tariffs threat (FT)
South Korea’s Moon under pressure to ditch protectionism (FT)
Syria accuses US of waging ‘war of attrition’ (FT)

Industries & companies
FAAMGs: Amazon’s Grocery Ambitions Spell Trouble for Food Brands (W)
FAAMGs: Amazon Robots Poised to Revamp How Whole Foods Runs Warehouses (B)
FAAMGs: Google Could Be a Day Away From At Least $1 Billion EU Antitrust Fine (W)
FAAMGs: Alphabet Inks Deal for Avis to Manage Self-Driving Car Fleet (B)
Financials: JPMorgan Turns Bullish on Future of Global Investment Banks (B)

Corporate finance
IPO Market Gears Up for Busiest Week in Two Years (W)
Alibaba-backed Best Inc bets on China logistics boom with U.S. listing (R)
Third Point's Nestle Bet Follows Mixed Results for Hedge Fund (B)

Offbeat
When the Mailman Unwittingly Becomes a Drug Dealer (W)

Jun 26 (Monday)

Markets
Investors, Reasons to Beware the Second Half (BR)
Finding the Best Alternative ETFs (BR)

Oil
Oil's drop could leave a stain on earnings (R)
A Look at Energy Markets After the First Five Months of Trump (B)
The Shale Revolution’s Staggering Impact in Just One Word: Plastics (W)

Central banks
Push on with the 'great unwinding', BIS tells central banks (R)
Time may be nearing for ECB stimulus exit: Weidmann (R)

US
Can the U.S. Economic Expansion Last Into 2020? (BR)
California Reservoir on Shaky Ground Highlights Aging U.S. Dams’ Risks (W)

Europe
Italy Commits Up to $19 Billion for Veneto Banks Liquidation (B)
Rome sets aside €17bn to wind down failing lenders (FT)
Trump—and Merkel’s Response to Him—Is Issue in German Election (W)

Emerging
China enters the big leagues of global markets (E)
The Problem With Argentina’s 100-Year Bond (BR)

US politics
The $1.5 Trillion Business Tax Change Flying Under the Radar (W)
Donald Trump on Senate Health Bill: A ‘Narrow Path’ But ‘I Think We’re Going to Get It’ (W)
How Killing Obamacare Might Save Obamacare, For a While (B)
Democrats Ready ‘Bold’ Economic Plan in Bid to End Losing Streak (B)
What the Health-Care Vote Means for the Midterm Elections (W)
The race in Georgia’s sixth district (E)

Industries & companies
Consumer: 12 Consumer Stocks With Nice Payouts (BR)
Consumer: Nestle Said to Be Targeted by Activist Dan Loeb's Third Point (B)
FAAMGs: Facebook Is Going Hollywood, Seeking Scripted TV Programming (W)
Financials: Bankers Have Less to Fear From ‘Stress Tests’ (W)
Tech: Oracle Conquers the Cloud—Just in Time (BR)

Geopolitics & terrorism
Saudi-Led Demands ‘Difficult’ for Qatar to Meet, Tillerson Says (B)
Bungled Attacks, Small Operations Signal New Phase in Terror (W)

Jun 24 (Saturday)

Markets
Stocks Are Ignoring Oil's Bear Market (B)
Stock Picking Is Dying Because There Are No More Stocks to Pick (W)
Share prices and Fed put brakes on equity flows (FT)

Credit & currencies
One Year On, Pound Can’t Shake Brexit Blues (W)
These Are the Risks That Could End the Mexican Peso's Big Run (B)
Ethereum’s Flash Crash Shows Hazards of Trading Cryptocurrencies (W)

Funds
Hedge funds turn from Opec friend to adversary (FT)
The Man Who Walked Away From a $40 Billion ETF (W)
BlackRock Tapped to Run Arizona State's $600 Million Endowment (B)

Central banks
The Path Forward for U.S. Monetary Policy (Bullard, FRB-SL)
Speech by Governor Powell on central clearing and liquidity (FRB)
Mexico’s Central Bank Lifts Rates (W)

US
New-Home Sales Rise in May as Prices Hit Record Level (W)
Why Can’t They Build More Homes Where the Jobs Are? (B)
U.S. Jobless Rate to Fall to 3.5% in 2018, Forecaster Hyman Says (B)
For Consumers, Less Debt but Lots of Bills (W)

Europe
Britain’s Financial Power Is Already Seeping Away (B)
Ireland Said to Seek Protection From Losses on Apple’s Billions (B)

China
Targeted Chinese companies seek to soothe investors (FT)
Beijing's New Mega Airport Will Challenge Air China's Dominance (B)

Emerging
Governance to trump all for emerging market investors (FT)
India Shoots for the Moon, Chasing Influence Closer to Home (W)

US politics
4 GOP senators come out against Senate healthcare bill (BI)
Trump Thinks GOP Senate Critics Will Back Health Bill (W)
Senate Health Bill Gives Huge Tax Cuts to Businesses, High-Income Households (W)
Those Moderates Are Screwing Up Health-Care Reform (B)
Obama: The Senate bill is 'not a health care bill' (BI)
Trump's Tape Blunder Risks Fresh Legal Jeopardy in Russia Probe (B)

Geopolitics & trade
Gulf states issued 13 demands to Qatar and set a deadline of 10 days to comply (BI)
Russia Fires Cruise Missiles at Islamic State Weapons in Syria (W)
North Korea Calls U.S. Furor Over Warmbier a ‘Smear Campaign’ (W)
Trump’s Steel-Tariff Threat Faces Resistance From Lawmakers (W)

Industries & companies
Autos: Tesla Explores Possibility of Manufacturing Cars in China (W)
FAAMGs: Facebook Has New Vision Beyond ‘Connecting,’ and It Thinks Groups Are Key (W)
FAAMGs: From Music to Maps, How Apple’s iPhone Changed Business (W)
Financials: Biggest U.S. banks clear first hurdle in Fed's annual stress tests (R)
Financials: Fed’s Stress Tests Bolster Case for Easing Bank Rules (W)
Health Care: Health Care's Happy Times Have an Expiration Date (B)
Hotels & Cruise Lines: Ritz-Carlton Is Building the Anti-Cruise Ship (B)
Retail: Bed Bath and Beyond plunges after missing across the board (BI)
Telecom: The New Sticker Shock: Plunging Cellphone Bills (W)

Corporate finance
Bankers Brace for Chill in China Deals Overseas (W)
JPM: There's a chance Walmart will go head-to-head with Amazon to buy Whole Foods (BI)
Glencore's Last-Minute Offer Isn't Making It Easy for Rio Tinto (B)
Takata Bankruptcy Would Cloud Auto Industry's Biggest Recall (B)

Offbeat
Tips for a Long, Healthy Life from ‘Longevity Village’ (W)

Jun 23 (Friday)

Markets
Senate GOP's Health Bill Sends Hospitals, Pharma Stocks Higher (B)
A Sudden Burst for Biotech Stocks (W)
Investors Are Staying in Dividend ETFs No Matter What the Fed Says (B)
Pimco's Ivascyn: Next Inverted Yield Curve May Be Different (B)

Commodities
Oil Gets a Respite After Dropping to Bear Market on Glut Worries (B)
OPEC Has Few Escape Routes From Another Bear Market in Oil (B)
Iron ore is on winning streak that hasn't been seen in years (BI)

Central banks
Fed’s Bullard Calls Officials’ Projected Rate Path ‘Unnecessarily Aggressive’ (W)
Former Fed Governor Says Central Bank’s Independence Is Limited (W)
Minutes of the Monetary Policy Meeting (BOJ)

US
Jobless Claims Show Tight U.S. Labor Market Even With Increase (B)
Mixed Data on U.S. Consumer Comfort Suggest Restrained Spending (B)
The Nation’s Older Population Is Still Growing, Census Bureau Reports (Census)
Wells Fargo: Millennials Make Greatest Gains in 401(k) Plan Participation

Europe
Macron wins EU fans for Hollande’s unpopular idea (FT)

Emerging
Big China companies targeted over ‘systemic risk’ (FT)
China Probes Some of Its Top Overseas Deal Makers (W)
Trump trade tsar warns against China market status (FT)
First Test for Saudi Arabia’s King-in-Waiting: Fixing the Economy (W)
Young Brazilian politicians push for generational change (FT)

US politics
Senate Unveils GOP Plan to Overhaul Health Law (W)
Here's How the Senate GOP Plan Would Change Health Care (B)
Senate Bill Tightens Eligibility for Health-Insurance Subsidies (W)
Regulators back Trump on looser financial rules (FT)
Trump Says He Doesn’t Have Tapes of Comey Meetings (W)

Geopolitics
Macron Shifts France’s Stance on Removing Assad From Power (W)

Industries & companies
Airlines: American Airlines CEO ‘Not Happy’ About Qatar Plan to Buy 10% Stake (W)
Autos: Why Tesla’s Not in the S&P 500 (W)
FAAMGs: Where Bezos Leads, Amazon Shareholders Blindly Follow (W)
FAAMGs: Apple Scraps Like an Underdog in Second Biggest Mobile Market (W)
Retail: Target’s Been Talking Food for a Decade. Now Amazon Could Eat Bullseye’s Lunch (B)
Retail: Fashion Sellers Reel as Amazon Aims at Next Retail Target (B)
Tech: Oracle crushes earnings, shares spike 9% (BI)
Tech: Snap is rising after announcing new maps feature (SNAP) (BI)

Corporate finance
Taiwan’s Foxconn Eyes Seven States for $10 Billion Investment (W)

Technology
“The Blockchain Is Going to Revolutionize Central Banking and Monetary Policy”
Aberdeen Says Cryptocurrency Bubble Will Burst Even If Coins Change Finance (B)
Ethereum flash-crashes to $13 before bouncing back to $296 (BI)
Is Your Job About to Disappear? (B)
The World’s Workers Have Bigger Problems Than a Robot Apocalypse (B)

Offbeat
FCC Proposes $120 Million Fine Against Telemarketer (W)

Jun 22 (Thursday)

Stocks
Bulls Are Going All-In on the Biotech Rally (B)
Welcome to the Jungle: an MSCI Trader's Guide to China's Stocks (B)
Wall Street got something big from Paul Ryan's tax cut speech (BI)

Bonds
Bond Market Says "Relax" (B)
High-Yield Carnage Stays Contained for Now (B)
In the New Bond Market, Bigger Is Better (W)

Oil
Oil Plunges Below $45 for the First Time Since November (B)
This is the real reason we’re ‘drowning in oil,’ says Ed Yardeni (MW)
Gas prices are back down to where they were in 2000 (WP)

Funds
The Dirty Little Secret of ETFs Is a Selling Point for This Fund Veteran (B)

Central banks
The case for US monetary inactivity (FT)

US
U.S. Home-Sales Pickup Signals Market Withstanding Weak Supply (B)
U.S. Enjoying Easiest Financial Conditions in Three Years: Chart (B)
The Economy Needs Amazons, but Mostly Has GEs (W)
Opioids Given to Almost 1 in 4 Medicaid Patients, Study Finds (B)

Europe
Italy’s right rehearses for return to centre stage (FT)
Refugees to be jobless for years, German minister warns (FT)

Emerging
China Firms Might Need to Shape Up After MSCI Lays Out Red Carpet (W)
Dynastic Reshuffle Means a More Activist Saudi Arabia (W)
Saudi King Replaces Nephew as Crown Prince, Installs Son (W)
Saudi Aramco’s IPO Plans Buoyed by Royal Reshuffle (W)
Thailand's Bad Loan Ratio Is Worse Than China's (B)

US politics
GOP Fends Off Challenge in Georgia House Race (W)
GOP's Ralph Norman Wins House Seat in South Carolina (W)
The GOP Is as Divided as Ever (B)
Democrats’ loss in Georgia prompts soul-searching (FT)
Trump Administration Makes June ACA Payments (W)
Spicer Shifts to Lower-Key Approach as White House Spokesman (W)

Geopolitics
Trump warns on North Korea ahead of US-China talks (FT)
EU Discussing Role as Broker on North Korea (W)
In Saudi Shakeup, Economics Tops Counterterrorism (B)
Russia Considers Options as U.S. Steps Up Sanctions (W)
Russia Targeted 21 States for Election Hacking, Official Says (W)

Industries & companies
Aerospace: Boeing Beats Airbus in Air-Show Orders for First Time Since 2012 (B)
FAAMGs: Nike to Sell Some Items Directly to Amazon (W)
FAAMGs: Wal-Mart to Vendors: Get Off Amazon’s Cloud (W)
Energy: Texas Is Too Windy and Sunny for Old Energy Companies to Make Money (B)
Health Care: Insurance Startup Oscar Raises Its Bet on Affordable Care Act (W)
Health Care: Anthem, Obamacare Stalwart, Pulls Out of Two More States (B)
Media: CBS Scores Big Increases in Ad Market for Next Season (B)
Retail: Wayfair Founders Turn Six-Year Spending Spree Into $2.74 Billion (B)
Tech: Uber Scrambles for a CEO With Rough Road Ahead (W)

Corporate finance
Buyback outlook darkens for US stocks (FT)
China’s HNA Takes a Page From Private Equity in Deal Spree (W)
Biopharma Outsourcing Is Going Through Deal Bonanza in U.S. (B)
Altice USA Set to Be One of the Biggest IPOs of the Year (W)

Offbeat
Banks to Cut $1.2 Billion in Research Spending, McKinsey Says (B)
Car Buyers Complain About Semiautonomous Features (W)

Jun 21 (Wednesday)

Markets
What Trump-Generated Volatility? The World is Awash in Calm (W)
Falling Energy Stocks Lose Their Influence Over the S&P 500 (B)
Health Care Is the S&P 500's Unsung Hero (B)
MSCI Could Usher China Markets Into the Big Time (W)
Pension Crisis Won't Be Reversed by High Returns, Moody's Says (B)

Oil
Crude Slides Into Bear Market (B)
BANK OF AMERICA: 'Oil is in a downtrend and risks trending into the $30's' (BI)

Credit & currencies
Mnuchin Says Ultra-Long Bond Program Wouldn't Be a One-Off (B)
Remember the Stunning Dollar Rally in 2014? Now It's Euro's Turn (B)

Central banks
Amazon Has at Least One Fed Official Rethinking Inflation (B)
Fed’s Evans Says Rate Rise Could Wait Until December (W)

US
Millennials Are Helping America Save More Money (B)

Europe
Merkel Signals Openness to Eurozone Reform (W)
French Growth Picking Up as Macron Pursues Change (W)

Emerging
The End of an Era for Asia’s Tycoons (W)

US politics
Ryan Talks Up Likelihood of Tax Overhaul (W)
GOP Health Bill Kept Secret From Senators Assigned to Write It (B)
‘I Need More Mexicans’: A Kansas Farmer’s Message to Trump (B)

Geopolitics & trade
Trump Says China's Efforts on North Korea 'Have Not Worked Out' (B)
China Invites Ivanka Trump and Jared Kushner to Visit Beijing (B)
What Are the Odds of a U.S.-China War? (W)
Iraqis Deploy Drones to Target ISIS in Battle for Mosul’s Old City (W)
U.S. Jet Downs Syrian Pro-Regime Drone (W)
Trump's Steel-Import Threat Prompts EU to Warn of Retaliation (B)

Industries & companies
Airlines: Climbing Down Into Airline Hell, Year by Year (B)
Autos: Ford to Import Next-Generation Focus From China (W)
FAAMGs: Big Prize in Amazon-Whole Foods Deal: Data (W)
FAAMGs: Amazon Turns to Subscription Boxes to Dominate Clothing Market (B)
FAAMGs: The Amazon Approach to Groceries Won't Replace Stores (B)
FAAMGs: Among the iPhone’s Biggest Transformations: Apple Itself (W)
FAAMGs: Microsoft shares could jump 46% in the next year (BI)
Industrials: GE Tells Boeing It Won't Join Three-Way Race on 797 Plane Engine (B)
Materials: Rio Tinto snubs Glencore coal assets offer (FT)
Media: The company formerly known as Yahoo begins its life as Altaba today (BI)
Retail: T.J. Maxx Is Bucking the Crisis in Retailing (W)

Offbeat
It's So Hot in Phoenix Some Planes Can't Take Off (B)
Rise of Robots: Inside the World's Fastest Growing Hedge Funds (B)

Jun 20 (Tuesday)

Markets
Meet the ‘Death By Amazon’ Index (W)
U.S. Stocks Climb as Tech Sector Bounces Back (W)
As Tech Rallies, Goldman Says Don't Bank on FAAMG Stock Returns (B)
Don’t Fight the Flows (W)
Your ETF Isn’t What You Think It Is (W)
Financial Stocks Are Bucking the Yield Curve Signal (W)
Argentina to Sell 100-Year Bonds (W)

Oil & gas
Oil Industry Learns How to Live With Cheap Crude (W)
Shale's Record Fracklog Could Force Crude Prices Even Lower (B)
U.S. Drillers Are Hammering OPEC’s Plans (B)
As Natural Gas Gains, a Taxed Grid Raises Alarm (W)

Central banks
New Evidence for a Lower New Normal in Interest Rates (FRB-SF)
El-Erian: Markets must grasp Fed is no longer their best friend (FT)

US
GDPNow Forecast for Second Quarter Decreases to 2.9% (FRB-ATL)

Europe
France polls: Macron's party wins clear parliamentary majority (BBC)
Brexit Talks Begin With Divorce-Bill Disagreement (W)
IMF Wagers Its Credibility in Greek Debt Waiting Game (W)

US politics
White House Weighs New Role for Press Secretary Sean Spicer (B)
Supreme Court to Consider Limits on Gerrymandering (W)
Money is Pouring Into the Georgia House Race — Here’s Where It’s Coming From (W)

Geopolitics
Russia to Target U.S. and Coalition Aircraft Over Syria (W)
U.S. Moves Jets to Ease Syria Tensions Amid Russian Threat (B)
A Cool Explanation of Trump’s Heated Trade Talk (W)
U.S. Beef Is on Table Ahead of China Talks (W)
Merkel Reaches Out to Trump With Pledge to Work for G-20 Unity (B)

Industries & companies
Autos: Tata Group Considers IPO of Luxury Car Unit Jaguar Land Rover (B)
FAAMGs: With Whole Foods in the Cart, Amazon Faces the Hard Part (W)
FAAMGs: Amazon Deal Takes Food Delivery Startups By Storm (W)
FAAMGs: Amazon considers big push into online car sales (FT)
FAAMGs: No One Loves Conglomerates. Unless It's Amazon. (B)
FAAMGs: The Race Is On to Challenge Google-Facebook ‘Duopoly’ in Digital Advertising (W)
Financials: Citigroup’s Plan to Revive Its Lagging Stock (W)
Financials: Who’s Behind Morgan Stanley’s Bond Trading Turnaround? A Stock Guy (W)
Industrials: GE Tells Boeing It Won't Share 797 Engines With Arch-Rivals (B)
Media: Disney in China Isn't Mickey Mouse (B)
Media: Why ‘A Dog’s Purpose’ Soared in China While ‘Lego Batman’ Flopped (W)
Media: Time Warner Signs $100 Million Deal With Snap for Shows and Ads (W)
Pharma: Cholesterol Drugs at $14,000, And an Insurance Tug-of-War (W)
Retail: Kroger Takes a $7 Billion Hit (B)

Offbeat
The best jokes on Twitter about Amazon buying Whole Foods (BI)
The Genius Behind Accounting Shortcut? It Wasn’t Einstein (W)

Jun 19 (Monday)

Markets
Market Turns Upside-Down as Go-Go Tech Stocks Join Slow-Mo Funds (W)
Is Your ETF Portfolio Overstuffed With Tech? (BR)
The Case for Buying Inflation Protection Now (BR)
Bond Yields Are Going Up, Right? Not So Fast. (BR)

Europe
French President Macron Set for Convincing Victory in Parliamentary Elections (W)
Electoral victory will make France’s president a potent force (E)
Le Pen Wins Seat in French Assembly, Saving Her Political Career (B)
Greece Gets a Break in Its Seven-Year Drama (B)

China
China's Answer to the World Bank Pledges to Do More by Itself (B)

Emerging
Prudential Details EM Megatrends for Next Decade (BR)

US politics
Trump Lawyer Denies President Is Under Investigation (W)
State Officials to Testify on Possible Russian Involvement in 2016 Election (W)
Nevada’s Governor Vetoes ‘Medicaid for All’ Insurance Plan (W)

Industries & companies
Airlines: Boeing Considers Spreading Wings With New Plane (W)
Airlines: Airbus Adds Cost-Saving Upgrades to A380 to Boost Sales (B)
Amazon: Amazon Said to Plan Cuts to Shed Whole Foods' Pricey Image (B)
Amazon: Amazon and Whole Foods: Is This a Grocery Apocalypse? (BR)
Financials: The Outlook for Bank Stocks Brightens (BR)
Financials: Big banks poised to step up payouts to shareholders (FT)
Industrials: General Electric Shares Could Return 15% (BR)

Geopolitics & cybersecurity
Top North Korean Nuclear Negotiator Secretly Met With U.S. Diplomats (W)
Iran's Revolutionary Guard Strikes Syria for Tehran Attacks (B)
Trade War Risks From ‘National Security’ Tariffs (W)
Why Some of the Worst Cyberattacks in Health Care Go Unreported (W)

Technology
Robots Rise in the Old World (BR)

Offbeat
Can Animals Predict Earthquakes? Italian Farm Acts as a Lab to Find Out (N)

Jun 17 (Saturday)

Markets
Retail Stocks Slide in Wake of Amazon’s Deal for Whole Foods (W)
Amazon Just Erased $32 Billion From Its Competitors' Market Caps (B)
Investors pour $30bn into global ETFs (FT)
Fed sides with reflationists as bond battle resumes (FT)

Commodities & currencies
A Signal from the Options Market: Oil’s Rout Isn’t Over (W)
Crude oil glut frustrates Opec’s price control moves (FT)
Big Oil Firms Are Exploring a New Frontier in Shale: Profits (W)
Dollar Declines Amid Disappointing Housing, Sentiment Data (B)
Dollar struggles to hold Fed-driven advance (FT)

Central banks
Fed should be cautious on further rate hikes, Kaplan says (R)
Here's how the Fed's rate hike will impact fixed income (BI)

US
Don’t Underestimate This U.S. Expansion: It’s Headed to a Record (B)
U.S. housing starts hit eight-month low; building permits weak (R)
U.S. Housing Starts Fall for Third Consecutive Month in May (W)
U.S. Consumer Sentiment Declined in Early June (W)
The U.S. Is Where the Rich Are the Richest (B)

Europe
ONS data shows UK tourism booming since Brexit (BI)

China
Defining moment for investors looms as MSCI rules on China (FT)
China’s Monetary Policy Zigs Where U.S. Zags (W)
A deal too far for China’s Anbang (FT)

Japan
Bank of Japan Holds Fire as It Faces Calls for Exit Strategy (W)

US politics
Post-Election Bump in Americans' Confidence Deflated by Politics (B)
Trump Announces Rollback of Obama’s Cuba Policy (W)
Trump effect weighs on Georgia’s congressional race (FT)
Trump likely to nominate former Senate aide Peirce for SEC (R)
Trump confirms he is being investigated over Comey dismissal (FT)

Industries & companies
Energy: The Energy Industry Is Near a Big Tipping Point (B)
Financials: CenturyLink Is Accused of Running a Wells Fargo-Like Scheme (B)
Industrials: The $31 Billion Hole in GE’s Balance Sheet That Keeps Growing (B)
Media: Facebook takes on TV and YouTube with long-form video push (FT)
Tech: Google Faces Record EU Antitrust Fine (W)

Geopolitics & trade
The New Cold War Pits a U.S. General Against His Longtime Russian Nemesis (W)
Russia says it may have killed Isis leader in Syrian air strike (FT)
North Korea outraged about new sanctions (BI)
U.K. Says North Korea Behind WannaCry Cybertattack (W)
U.S. Exports to Mexico Fall as Uncertainty Over Nafta Lingers (W)

Corporate finance
Amazon to Buy Whole Foods for $13.7 Billion (W)
Amazon Buys Whole Foods: What You Need to Know (W)
Amazon Targets Your Fridge With Whole Foods Purchase (B)
Wal-Mart in the Crosshairs of Amazon’s Takeover of Whole Foods (W)
Neuberger Berman Expects Bidding War for Whole Foods After Amazon Deal (W)

Offbeat
I get $1,000 a month in basic income — here are the biggest benefits (BI)
Hawaii the first US state that to officially evaluate basic income (BI)
Why More States Are Killing Estate Taxes (W)

Jun 16 (Friday)

Markets
Nasdaq Composite on Track for Fourth Decline in Five Sessions (W)
FANG stocks rule the stock market right now. (BI)
The U.S. Stock Market Belongs to Bots (B)
Bond Strategists Ponder Fed Policy Error as Market Gauges Tumble (B)
Dollar extends post-Fed meeting rally (FT)
Bitcoin Is Experiencing Its Biggest Plunge in More Than Two Years (B)

Central banks
The Fed lays out its plan to unwind its massive $4.5 trillion balance sheet (BI)
Janet Yellen banks on an aggressively passive strategy (FT)
Investors wary of Fed’s newfound assertiveness (FT)
Tumbling US inflation expectations challenge the Fed (FT)
What’s Good for Consumers Is Creating Noise for the Fed (B)
Fed Forecasts at Odds With Trump Administration’s Growth Target (W)

US
U.S. Industrial Production Unchanged in May (W)
Decline in U.S. Factory Output Shows Manufacturing Leveling Off (B)
Weaker U.S. Homebuilder Sentiment Signals Optimism Easing (B)
Temperature of U.S. Economy Running Cooler Than Forecast (B)
Paying young Americans to learn the right skills (FT)

Europe
Merkel's Re-Election Race Tightens in German Forecasting Model (B)
Greece and Creditors Reach Deal (W)
Macron heads for EU clash on foreign takeovers (FT)

US politics
Mueller Probe Examining If Trump Obstructed Justice (W)
Trump Signs Order Seeking to Expand Apprenticeship Programs (W)
Trump Attacks ‘Bad and Conflicted People’ Leading ’Witch Hunt’ (W)

Geopolitics
Berlin anger at US move to tighten Russia sanctions (FT)

Industries & companies
Energy: Solar Power Will Kill Coal Faster Than You Think (B)
Financials: Bank of America’s Profits Caught Between Fed and 10-Year Treasury (W)
Financials: If Trump Unlocks $2 Trillion at Banks, Here’s Who May Get It (B)
Food: Nestlé Exploring Sale of U.S. Candy Business (W)
Food: Hain Celestial Faces Deadline: Report Earnings or Be Delisted (W)
Retail: Kroger Shares Slide as Grocer Is Battered by Price Fight (W)
Tech: Why Short Sellers Hunger for Apple (W)
Tech: Facebook Boosts A.I. to Block Terrorist Propaganda (W)
Tech: The Top 25 Tech Companies to Watch (W)

Corporate finance
Dow-DuPont Wins U.S. Antitrust Nod to Create Chemicals Giant (B)
Snap Shares Bounce Back After Sinking to IPO Price (B)

Technology
Amazon Alexa: The Promise vs. the Reality of a Voice-Controlled Home (W)
China Makes Leap Toward ‘Unhackable’ Quantum Network (W)
U.S. Invests $258 Million in Supercomputing Race With China (W)

Offbeat
Trump Orders Government to Stop Work on Y2K Bug, 17 Years Later (B)
Jack Ma's Libertarian Talk Approaches Red Line (B)

Jun 15 (Thursday)

Markets
Blockbuster first-quarter earnings were ‘as good as it gets’ (BI)
Investors Love European Stocks—Now They Love the Euro Too (W)
Asia tech leads emerging market equities surge (FT)
Popular 401(k) Funds Are Packed With Tech Stocks (B)
Portfolio Managers Are Holding Record Levels of Corporate Debt (B)

Oil
Oil Tumbles to Lowest Since November as Gasoline Supplies Surge (B)
OPEC Stumbles in Face of Oil Glut (W)
Iraq Is New Oil King, Beats Saudis in Fastest Growing Market (B)
It's Getting Snarky in the Oil Market (B)
US shale will power global oil supply, says IEA (FT)
Saudi Aramco IPO Plans Slowed Over Where to List (W)

Central banks I
Fed Lifts Rates, Sets Out Plan to Shrink Assets (W)
Parsing the Fed: How the June Statement Changed From May (W)
Addendum to the Policy Normalization Principles and Plans (FRB)
Statement Regarding Overnight Reverse Repurchase Agreements (FRB-NY)
Here's the new Fed dot plot (BI) | SEP (FRB)

Central banks II
Shhh…The Bank of Japan Is Buying Fewer Bonds (W)
Yellen Deflects Question on Whether She Would Stay on at Fed (B)
Here's why a Fed rate hike doesn't matter for housing (BI)

US
US retail sales post biggest drop in 16 months (BI)
Consumer prices fell more than expected in May (BI)
GDPNow model forecast for real GDP growth (saar) in Q2’17 is 3.2%, up from 3.0% (FRB-ATL)
Small Business Optimism Continues Remarkable Surge (NFIB)

Europe
Eurozone employment finally passes pre-crisis peak (FT)

China
China’s Economic-Growth Revamp May Be Working (W)
China's economy is chugging along nicely, but its property market may be cooling (BI)

US politics
Lawmakers’ Security Concerns Were Rising Even Before Scalise Shooting (B)
Trump Administration to Revise Rules on For-Profit Colleges (W)
Apprenticeships Aren’t Just for Welders Anymore (W)
Gundlach Says D.C. Establishment Wants to ‘Wait Trump Out’ (B)

Geopolitics & cybersecurity
Tillerson threatens sanctions for N Korea ties (FT)
Germany Builds an Election Firewall to Fight Russian Hackers (B)
Three US bank chiefs fall victim to email prankster (FT)

Industries & companies
Autos: IBM to Help BMW Ride on the Cloud (W)
Energy: Renewables Provided a Record 10% of U.S. Power in March (B)
Financials: Online lenders haven't been verifying income and employment on their loans (BI)
Financials: Goldman Set Out to Automate IPOs and It Has Come Far, Really Fast (B)
Retail: How Zara Is Defying a Broad Retail Slump (W)
Tech: Analyst Says It's Time for Tesla to Start Worrying About Apple's Car Ambitions (B)

Offbeat
Visualizing the Jobs Lost to Automation

Jun 14 (Wednesday)

Markets
U.S. Stocks Boosted by Tech (W)
A Record Number of Investors Say Stocks Are Overvalued (B)
Major Technology ETF Sees Biggest Outflows Since 2007 (B)
Tempted to Buy the Dip in Tech Stocks? History Suggests Patience (B)
Hidden in Plain Sight: A Powerful Way to Beat the Market (W)

Oil
Saudi Arabia Cuts U.S. Oil Exports to Ease Supply Glut (W)
Electricity’s Latest Evangelist: One of the World’s Largest Oil Companies (W)
These Five Charts Show the Seismic Shifts Happening in Global Energy (B)

Central banks
Editorial: The Fed Needs to Explain Its New Normal (B)
Why China no longer fears the Fed (FT)
White House to Start Planning for Its Fed Chief; Could It Be Yellen? (W)
A Brief History of the Federal Reserve’s Independence (W)

US
Six-Figure Earners Are a Growing Share of U.S. ‘Gig’ Workforce (B)
One More Reason for the Productivity Slowdown? Credit Conditions (W)
Social Security Disability Rate Rose while Unemployment Declined (FRB-SL)

Emerging
The Global Economy Is Rebounding, But There's One Big Problem (B)

US politics I
Don't be fooled, Trump's budget is still very much alive (Brookings)
GOP Lawmaker Floats 5-Year Phase-In of Border Adjustment Tax (W)
Senators Say Trump’s Planned State Department Cuts won’t Pass (W)
Mattis Takes Aim at Congress for Military-Spending Shortfalls (W)
Senate Republicans Push to Reach Health Deal (W)

US politics II
Sessions: Talk of Russia Collusion Is ‘Appalling’ (W)
Trump Can't Fire Special Counsel Mueller, Rosenstein Says (B)
Trump demands apology from 'Fake News' media in raging morning tweetstorm (BI)

Geopolitics
Senate Draws Up Bill to Impose More Sanctions on Russia (W)

Industries & companies
FAANGs: Tim Cook Says Apple Is Focusing on an Autonomous Car System (B)
Financials: Where Banks Win Big Under the Mnuchin Plan (W)
Industrials: In GE Shakeup, the Return of GE Capital (W)
Media: Time Warner Cable Changes Its Name, and Suddenly People Love It (B)
Telecom: Verizon Launches New Ad and Content Unit as Yahoo Deal Closes (W)

Corporate finance
These 50 Companies Are Holding the Biggest Piles of Overseas Cash (B)

Offbeat
Bitcoin Is Helping the Pot Business Get Over Its Banking Problem (B)

Jun 13 (Tuesday)

Markets
Tech Selloff Doesn't Mean Investors Have Given Up on the Bull Market (B)
Just Five Stocks Account for Nearly 75% of the Nasdaq's Plunge (B)
U.S. Stocks Still Best for Vanguard Founder After 400% Gains (B)
Politics Split Prompts Investors to Buy Italy and France, Sell Britain (W)
The Snowballing Power of the VIX, Wall Street’s Fear Index (W)
SoftBank’s Son uses rare structure for $93bn fund (FT)

Central banks
Fed Finds Foe in Financial Markets (W)
Fed rate rise in June could be all for 2017 (FT)

US
GDPNow in Q2’17 is 3.0% on 6/9, down from 3.4% on 6/2 (FRB-ATL)
Subprime Auto Bonds From 2015 May End Up Worst Ever, Fitch Says (B)
Subprime Auto Has ‘Credit Issues,’ Top ABS Analyst at BofA Says (B)
U.S. Budget Deficit Widens (W)

Europe
U.K.’s May Faces Pressure to Soften Brexit Approach (W)
May apologises to colleagues for election disaster (FT)
Brussels insists on power over euro clearing (FT)
Le Pen’s National Front Loses Big in France (W)
Italian bonds rally to 6-month high after Five Star setbacks (FT)
Subordinated debt at small Spanish banks feels the heat (FT)

China
China Data Seen Showing Consumers Steady, Factories Downshifting (B)
Communist Party Pushes China’s Internet Censors to ‘Ensure Political Security’ (W)
Chinese government bonds stir up investor interest (FT)

Japan
Abe Has to Run to Keep Up as Demand for Childcare Grows in Japan (B)

Emerging
Millions of Indian Businesses Are Trying Something New: Paying Taxes (W)

US politics
Attorney General Jeff Sessions to Testify Publicly on Tuesday (W)
Secret Service Has No Records of Any Taping in Trump White House (W)
Ivanka Trump Says She Was Surprised by ‘Viciousness’ in Washington (W)

Geopolitics
U.S. Weighs Sanctioning Chinese Entities Over North Korea (W)
Asia and Europe to bear burden of US protectionism (FT)

Industries & companies
FAANGs: Facebook Feature to Allow Subscriptions to News Publications (W)
Financials: Trump Administration to Call for Modest Changes to Banking Rules (B)
Health Care: Iowa Asks U.S. for Obamacare Help Facing ‘Collapse’ of Market (B)
Industrials: Immelt Successor to Take Broad Review of GE’s Businesses (W)
Industrials: Meet the Next CEO of General Electric: John Flannery (W)
Industrials: GE’s Challenge: Bring Good Things Back to Life (W)
Media: Fox Tries to Gain Leverage Over Affiliates on Live Streaming (W)
Tech: Microsoft’s Xbox One X Will Cost $499 (W)

Corporate finance
Big US pharma dealmaking plunges to five-year low (FT)
J. Crew May Offer a Debt Swap to Buy More Time for Turnaround (B)

Technology
The Electric, Driverless Revolution Is About to Hit the High Seas (B)
Bitcoin Monday: At Record to Down 10% Before You Got Out of Bed (W)

Offbeat
Can a Single Injection Conquer PTSD? The Army Wants to Find Out (W)
Fight the Illegal Opioid Crisis, Too (B)

Jun 12 (Monday)

Markets
Cost of ‘Black Swan’ bet hits post-crisis low (FT)
Bonds, Stocks Diverge on Economic Forecasts (BR)
Vanguard's Bogle Says Ignore the Crowd, Stick to U.S. Securities (B)
Prophets of Doom With Too Much Gloom (B)
Forget the FANGs: The ‘Sunrise’ Stocks Are Doing Better in Japan (B)
How to Make Sector Bets Abroad (BR)

Credit, currencies & commodities
Municipal Bonds Are Hot, but Credit Risks Loom (BR)
Hedge Fund Delivers 19% Return by Betting Only on Safest Bonds (B)
When Currencies Fall, Export Growth Is Supposed to Follow—Until Now (W)
Oil Market Abandons Hope of Re-Balancing This Year (B)
Palladium Rally Could Hit a Wall (BR)

Central banks
Fed’s Effort to Guide Markets Falls Short (W)
Poor inflation readings unlikely to deter Fed (FT)
Economists See a Strong Chance of Second Term for BOJ's Kuroda (B)

Europe
Do not exaggerate the election effect on Brexit (FT)
May Faces Post-Election Disquiet (W)
Macron Set for Majority in Assembly After First-Round Vote (B)
A state bail-out of Monte dei Paschi draws near (E)

China
To rule China, Xi Jinping relies on a shadowy web of committees (E)

US politics
Trump Slams ‘Cowardly’ Comey as Sessions Offers to Testify (B)
Trump Slams Comey’s Memo Leak (W)
Trump Knows Exactly What He’s Doing: Tom Barrack on the President (B)
You’re Hired: Trump Plans to Build U.S. Workforce With Apprenticeships (W)
Before Repeal and Replace, Kentucky Is Dismantling Health Law (W)

Geopolitics & terrorism
US uneasy as South Korea tilts towards China (FT)

Industries & companies
Energy: Energy Shares Could Soon Heat Up (BR)
FAANGs: The Day Tech Stocks Tanked (BR)
FAANGs: Apple shares slam into reverse in tech sell-off (FT)
FAANGs: 3 Places to Find FANG Alternatives (BR)
FAANGs: Nvidia could shunt Netflix out of the Faangs (FT)
Financials: Three Banks Worth a Bet (BR)
Pharma: AstraZeneca CEO warns of ‘setback’ if new drug fails (FT)
Tech: Can Apple’s Siri Outsmart Amazon’s Alexa? (BR)

Corporate finance
Post-IPO Firms Return to Market Faster Than Ever (W)
Activist Investors Lose Their Way (BR)

Offbeat
‘Flash Boys’ Heroes Are Far From Reshaping U.S. Stock Market (W)
Opioid Crisis Muddles Health Push (W)

Jun 10 (Saturday)

Markets
We're in a bull market plagued by 'recurring anxiety attacks,' strategist Ed Yardeni says (C)
Tech Selloff Wrecks Record Day for U.S. Stocks (B)
Global markets unfazed by UK election result (FT)

Credit, Commodities & Currencies
Flows Show That Bond Bears Just Capitulated, Says Bank of America (B)
Best Commodity of 2017 Is One of the Smallest Metals Markets (B)
For the Pound: Three Scenarios (W)

Central banks
Central Banks Poised to Start Rowing in One Direction Again (B)
The Role of Expectations in Monetary Policy (Kuroda, BOJ)

US
Survival of US profitability miracle depends on wages (FT)
The Amount of Your Compensation Going Toward Benefits Keeps Rising (W)

Europe
Eurozone bulls grow in confidence (FT)
How Theresa May’s Snap Election Delivered Britain a Hung Parliament (B)
U.K.’s Theresa May Seeks Allies to Stay in Power (W)
EU Urges U.K. to Start Brexit Talks as Soon as Possible (W)
Catalonia sets date for independence vote from Spain (FT)

US politics
Trump Announces Councils to Speed Up Infrastructure Projects (W)
Republicans Push Paul Ryan to Back Off Border-Tax Idea (W)
Ritholtz: Trump's Economic Agenda Is Almost Dead (B)
Trump Says He'd Testify That Comey Lied About Demand for Loyalty (B)
GOP Lawmakers Stick With Trump (W)
Comey Hearing Highlights Capital Culture Gap (W)
This Case Shows How Comey Felt About Obstruction as a Prosecutor (B)

Geopolitics & terrorism
Trump Commits to NATO’s Common-Defense Provision (W)
Tillerson Calls on Arab States to Ease Qatar Blockade (W)
London Attacker Wasn’t Hiding in Plain Sight—He Wasn’t Even Hiding (W)
North Korea Dreams of Turning Out the Lights (W)

Industries & companies
Financials: Fiduciary Rule Is Now (Partially) in Effect (W)
Materials: Glencore counterbids for Rio’s Australia coal assets (FT)
Retail: Talks to Combine Neiman Marcus and Saks Have Stalled (W)
Tech: Yuri Milner: Online Spending Will Fuel World-Wide Growth (W)

Technology
Asian Tech Firms Look to Climb Out of Silicon Valley’s Shadow (W)
The U.S. Is Ahead of China in AI Innovation—for Now (W)
U.S. Tech Companies Are Now Copying Chinese Peers (W)
SoftBank to Buy Two Pioneers in Advanced Robots (W)

Offbeat
Drug Gangs Open an Online Chinese Connection for Opioids (W)
FDA Could Act to Pull More Opioid Pain Pills From the U.S. Market (B)
Overseas Medical Schools Offer Remedy for Shortage of U.S. Doctors (W)
Puerto Rico to Vote Sunday on Statehood (W)

Jun 09 (Friday)

Markets
Stocks Notch Slight Gains as Financial Shares Climb (W)
Why Stock Pickers Are Having a Good Year: Tech Giants (W)
Goldman Sachs Mulls the Death of Value Investing (B)
Death of Value? ETFs Show Strategy Favored Over Growth: Chart (B)
Junk bond investors win rare victory over covenants (FT)

Central banks
ECB Drops Reference to Future Interest-Rate Cut (W)
ECB rules out rate cut but confirms QE continues (FT)
Draghi Says ECB Needs Patience as Inflation Stays Subdued (B)
Kuroda Says Japan Still a ‘Long Way’ From Meeting Inflation Goal (B)
Phasing out QE challenges Fed and Treasury (FT)

US
U.S. Household Net Worth Climbs to $94.8 Trillion (W)
Jobless Claims in U.S. Resume Decline Amid Tight Labor Market (B)

Europe
Eurozone Economy Grows at Fastest Rate Since 2015 (W)
Spain’s Wounds Run Deep as Economy Retraces Crisis Losses (B)
Pound falls after UK exit poll shows hung parliament (FT)
How the UK election result affects Brexit (FT)
Elections in U.K. and France Reveal Diverging EU Paths (W)

China
What You Need to Know About China’s Booming Internet (W)
China’s Kingmakers Tangle Over the Internet of Everything (W)

US politics
Comey and Trump Accuse Each Other of Lying in Wake of Hearing (B)
Comey stages command performance in Trump’s drama (FT)
Comey: I Felt Directed to End Probe (W)
Comey Shared Memos Hoping to Prompt Naming of Special Counsel (W)
Trump Lawyer Disputes Claims (W)
How the Comey Relationship Turned Into a Problem for Trump (W)
House Set to Pass Bill That Rips Up Post-Crisis Bank Rules (B)

Geopolitics
Qatar Crisis Turns Into Proxy Battle of Mideast Rivals (W)
U.S. Pilot Shoots Down Armed Drone in Syria (W)

Industries & companies
Financials: Wells Fargo’s New Mission: Growth, Not Scandal (W)
Financials: JPMorgan Loses Another Possible Dimon Successor (B)
Retail: Nordstrom Family Weighs Taking Retailer Private (W)
Tech: Uber in Talks to Acquire Team of Car-Parking Startup Luxe (W)
Telecom: Verizon to Cut 2,100 Jobs at Yahoo, AOL After Merger (W)

Offbeat
Democracy Never Faced a Threat Like Facebook (B)
These Companies Stand to Gain the Most From the Cryptocurrency Rush (B)

Jun 08 (Thursday)

Markets
5 Big Tech Stocks Build Market Euphoria, and Jitters (N)
Spring Rally in Stocks, Bonds, Gold Unnerves Investors (W)
Slide in Energy Shares Caps Gains in U.S. Stocks (W)
Cash-rich companies are king in the stock market right now (BI)
Bill Gross Says Market Risk Is Highest Since Pre-2008 Crisis (B)

Oil
Oil Plunges on Inventory Data (B)
U.S. Oil Exports Double, Reshaping Vast Global Markets (W)
Iraqi Oil Floods Into U.S. After Saudi Arabia Cuts Back (B)

Credit & currencies
China's Back at the US Treasury Counter (B)
Euro Is Nothing But a Flow Show and Analysts Are Getting Worried (B)
Bitcoin's Valuation Is Confusing Currency Analysts (B)

Central banks
ECB Said to Cut Inflation Outlook After Energy Prices Slide (B)
OECD Calls for ECB Taper, Cuts U.S. Growth Forecasts (W)

US
Is it finally time for a raise for American workers? (FT)
Hospitality Job Openings Surge: Growth or Retreat From Undocumented Labor? (W)
Millions of Young People Shut Out of the Housing Market (W)

Europe
In U.K. Vote, Many Investors Want the Tax-Raising Socialist (W)
France's Macron set for biggest majority since De Gaulle: poll (R)
Santander takes over ‘failing’ Banco Popular after EU acts (FT)

China
Not Just the FANGs: China’s Tech Rally Has More Bite (W)
China Market Squeeze Starts to Strangle Small Businesses (W)

Emerging
Storm clouds loom over emerging market growth (FT)

US politics
Hatch Optimistic on GOP Tax Agreement But No Answer Yet on Rates, Revenue (W)
Trump Told Comey, ‘I Expect Loyalty,’ Ex-FBI Head to Say (W)
Comey Says Trump Asked Him to End FBI Probe Into Flynn (B)
Intelligence Chiefs Won’t Say if Trump Asked About Russia (W)
Trump scandals worse than Watergate, former head of US Intelligence says (FT)

Geopolitics
China’s Military Ambitions Likely Extend Beyond Asia, Pentagon Says (W)
China Criticizes Pentagon Report, Laments U.S. ‘Cold War Mentality’ (W)
Mnuchin: China Bilateral Investment Treaty ‘On Our Agenda’ (W)
South Korea suspends US missile shield deployment (FT)
Turkey throws weight behind Qatar in Gulf showdown (FT)
Saudi Arabia Tells Banks Not to Increase Qatar Exposure (B)
Trump's Qatar Curveball Makes Tillerson Improvise Policy Again (B)

Terrorism
ISIS Claims Deadly Assault on Iran Parliament (W)
U.S. May Expand Laptop Policy to Flights From 71 More Airports (B)

Industries & companies
Autos: Electric Car Sales Are Surging, IEA Reports (B)
Financials: Goldman Sachs boost rates for savers in bid to attract deposits (BI)
Health Care: Insurer Anthem’s Ohio Exit Ups Ante for GOP (W)
Tech: How Apple’s Siri Lost Its Edge (W)

Offbeat
LeBron James’s Media Empire Is Out Front (Even If His Team Isn’t) (W)
Think Your LIRR Commute is Getting Worse? You’re Right (W)

Jun 07 (Wednesday)

Markets
Momentum Stocks Just Had Their Best Winning Streak in Nearly 25 Years (B)
Hedge funds are loading up on bets against small-cap stocks (BI)
U.S. 10-Year Yield Falls to New 2017 Low (W)
Bank shares hit as Treasury yield curve flattens (FT)

Currencies
The Dollar's 'Stupidly Strong' Link With Bonds Means Deeper Losses (B)
Investor doubts about Trump agenda weigh on dollar (FT)
China Ready to Buy More Treasuries as Yuan Stabilizes (B)
Pound’s Message to Investors: Wake Up and Smell the Election (W)
Mexico's Peso Returns to Pre-Election Levels (B)

Central banks
Is the World Overdoing Low Interest Rates? (B)
Inconvenient Facts for the Fed (W)
Steven Mnuchin faces a big decision on quantitative tightening (FT)
ECB and tapering: challenge that will not go away (FT)

Global
The World’s $100 Trillion Question: Why Is Inflation So Low? (B)
World Bank: Global Economic Prospects: A Fragile Recovery, June 2017

US
U.S. Job Openings Hit Record High in April, Topping 6 Million (B)
U.S. CEO Sentiment at Three-Year High Is Good Omen for Economy (B)
Americans Are Pouring Money Into Their Homes Like It's the 1990s (B)
'Psychologically scarred' millennials are killing dozens of industries — and it's their parents' fault (BI)
6 reasons why more millennials aren't buying homes (BI)

China
How China’s Biggest Bank Became Wall Street’s Go-To Shadow Lender (B)

Japan
Japan Embodies a Global Mystery: Where Are the Pay Raises? (W)

Emerging
Brazilian President’s Fate Rests With Top Electoral Court (W)
South Africa plunges into unexpected recession (FT)

US politics
Private Funding Is Key Challenge of Trump Infrastructure Plan (W)
Corporate CEOs Say Urgent Tax Overhaul Would Boost Hiring and Investment (W)
Apple CEO Says Repatriation Tax Should Be Mandatory Levy (B)
Senate Health-Bill Talks to Center on Medicaid Fight (W)
Comey Will Share Details of Trump Conversations in Testimony (B)
Why `Obstruction of Justice' Is Echoing in D.C.: QuickTake Q&A (B)

Geopolitics, terrorism & trade
Trump Sides With Saudis, Gulf States in Dispute With Qatar (W)
World's Biggest Container Line Says It Can't Send Cargo to Qatar (B)
Mexico to Maintain Sugar Exports to U.S. (W)
Assault on ISIS’s Syria Stronghold Begins (W)

Industries & companies
Autos: GM shareholders reject activist’s stock-split campaign (FT)
Energy: Long Promised, the Global Market for Natural Gas Has Finally Arrived (W)
Financials: A primer on Dodd-Frank’s Orderly Liquidation Authority (Brookings)
Health Care: Anthem to Exit Ohio Exchange, Leave 18 Counties With No ACA Plan (W)
Retail: Amazon Fights Wal-Mart for Low-Income Shoppers (W)
Retail: J. Crew May Never Be the Same Again (B)

Offbeat
HomePod First Look: Hey Siri, What Took You So Long? (W)

Jun 06 (Tuesday)

Markets
Bulls and Bears Are Both Winning as Markets Take Strange Turn (B)
JPMorgan Has a Surprisingly Simple Theory for Low Volatility (B)
Battle for ETF Crumbs Escalates as Passive War Gets Aggressive (B)
Japan gets a second look from foreign investors as Nikkei tops 20,000 mark (B)

Commodities
The Hard-to-Believe Steel Shortage That's Unfolding in China (B)
Automated trading of commodity futures accelerating (FT)
The Rise and Fall of a Commodities Giant in Asia (B)

Central banks
Fed weighs benign impact of rate rises on markets (FT)

US
U.S. Nonmanufacturing Activity Growth Slowed in May (W)
U.S. Productivity Flat in First Quarter (W)
New Houses Get Smaller as First-Time Buyers Move Into the Market (W)
Other Times Unemployment Has Been This Low, It Didn’t End Well (W)
Why Aren’t American Teenagers Working Anymore? (B)
[Tourists] Not Coming to America (W)

Europe
Southern Europe’s Most Troubled Lenders Stumble Toward Solutions (W)
As China Eyes Trade Growth, Europe Moves to Calm Wary Industries (B)

China
China's $17 Trillion Debt Mountain Isn't as Scary as It Looks (B)

Emerging
Qatar's Big Spenders Are Vulnerable to Palace Politics (B)

US politics
Trump Won't Invoke Executive Privilege to Block Comey Testimony (B)
President Trump to Launch Push for Infrastructure Investment (W)
GOP Leaders to Present Senate Republicans With Proposals to Shape Health-Care Bill (W)
Donald Trump Announces Proposal to Privatize Air-Traffic Control (W)
Trump, in Tweets, Expresses Frustration Over Revised Travel Ban (W)
Use of H1B Visas Fell Before Donald Trump’s Critiques of Program (W)

Industries & companies
Autos: General Motors Chief Faces Showdown Over Hedge-Fund Investor’s Stock Push (W)
Pharma: Pfizer raises US prices of 91 drugs by 20% in 2017 (FT)
Retail: J.Crew Says Mickey Drexler to Step Aside as CEO (W)
Tech: Alphabet Shares Follow in Amazon's Footsteps and Top $1,000 (B)
Tech: Apple Unveils HomePod Speaker, Taking on Amazon and Google (B)
Tech: Apple joins augmented reality fray with new app platform (FT)

Geopolitics & terrorism
The $1bn hostage deal that enraged Qatar’s Gulf rivals (FT)
Top U.S. Diplomat Urges China to Act on North Korea (W)
London Bridge attacker was well-known member of extremist network (FT)

Corporate finance
Japan Notches $18 Billion of Soured Deals Amid Record M&A Boom (B)
Buyout Firms Eye Gusher of Cash from Aramco IPO (W)

Technology
Virtual Reality Finally Catches On—With Businesses (W)
A Hardware Update for the Human Brain (W)
Silicon Valley Has Explaining to Do on Robo Cars, Chao Says (B)

Offbeat
Why Remote Work Can’t Be Stopped (W)
Harvard Rescinds Admission Offer to Students Over Offensive Messages (W)

Jun 05 (Monday)

Markets
Inside the Market’s Magical Mystery Rally (BR)
A Comeback for Cyclicals? (BR)

Central banks
Fresh doubt raised over Fed rate rise (FT)
ECB’s Path to Unwinding Easy Monetary Policies Proves Thorny (W)

Global
World Bank says trade, manufacturing to boost 2017 global growth (R)

US
The Surprising Threat to the American Economy: Consumer Spending (BR)

Europe
Terror Dominates U.K. Election After Short-Lived Campaign Truce (B)

China
More Chinese Companies Turn to Shadow Banking (W)

US politics
Top Democrat Sees ‘Smoke’ but No ‘Smoking Gun’ Showing Collusion (W)
How G.O.P. Leaders Came to View Climate Change as Fake Science (N)

Geopolitics & terrorism
London Terror Attack Before Vote Leaves 7 Dead, Many Hurt (B)
U.K. Calls for Getting Tougher on Terror (W)
Iran's leader lashes out at Trump, Saudis for anti-Tehran alliance (R)
North Korea says rejects new sanctions, to continue nuclear program (R)
Putin: 'I didn't even really talk' to Michael Flynn (BI)

Industries & companies
Amazon: How Amazon’s Alexa Will Make You Buy More Stuff (BR)
Health Care: The Single-Payer Party? Democrats Shift Left on Health Care (N)
Health Care: The Velvet Rope Economy: The Doctor Is In. Co-Pay? $40,000. (N)
Pharma: States are taking on high drug prices, and it could start hitting drugmaker profits (BI)
Retail: More than 5,000 stores are shutting down — here's the full list (BI)
Tech: The Winners: Alphabet, Apple, and Amazon.com (BR)
Tech: AI Opens New Doors for Chip Makers, Investors (BR)
Tech: Alphabet arm Waymo tests self-driving trucks (FT)

Offbeat
The Fiduciary Rule Goes Live at Long Last (BR)
Self-driving cars could be terrible for traffic — here's why (BI)

Jun 03 (Saturday)

Markets
Stocks Rise to Records, Treasuries Surge Amid Jobs: Markets Wrap (B)
US, UK and German equities at record levels (FT)
Tech stocks flash warnings but no need for alarm (FT)
Wall Street's biggest bear thinks the market's hottest stocks will keep soaring (BI)
Frustration deepens for value investors (FT)
How to Invest in the U.S. Without Even Trying (W) | Study: Investing in Companies with No Foreign Sales (CFA)

Commodities & currencies
Wall Street Has More Bad News for OPEC: 2018 Doesn’t Look Great (B)
Oil in the $50s Is New Reality for CEOs Gathering in Russia (B)
As Emerging-Market Currencies Soar, Central Banks Stay on Sideline (W)

Funds
Vanguard Actually Is Good at What It Does (B)
Meet the People’s Quant, a Former Marine Who Champions Value Investing (W)

Central banks
Fed Looks More to Jobs Than Inflation in Weighing Rate Rise (W)
Gary Cohn Says He Isn’t Interested in Fed Chair Job (B)

US
Jobless Rate Hits Lowest in 16 Years; Hiring Pace Slows (W)
U.S. Jobs Weakness May Be Temporary, But Loss of Momentum Isn't (B)
U.S. Trade Gap Widened 5% in April (W)
Wider U.S. Trade Gap May Signal Drag on Second-Quarter Growth (B)
Atlanta Fed GDPNow in Q2 is 3.4% June 2, down from 4.0% on June 1

China
Crippling China Delivery Dispute Is All About the Data (W)
China Steps Up Scrutiny of Offshore Bank Card Deals (W)
Billionaire Anbang boss barred from leaving China (FT)

US politics
Republican Tax-Cut Dreams on Hold as Lawmakers Grow Frustrated With Trump (B)
Trump Is Reviewing Whether to Block Comey's Testimony (B)
GOP Senators Weigh Taxing Employer-Health Plans (W)
Impeach Trump? Democrats Need to Chill (B)

Paris Climate Accord
What Did Trump Just Do? The Paris Climate Withdrawal Explained (B)
With U.S. Firms Freed of Paris Accord, Rivals Fear Uneven Field (W)
Paris accord’s backers move to isolate Trump (FT)
EU, China Summit Ends With No Climate Statement (W)
China Is a Highly Suspect Leader on Climate Change (W)
Obama slams Trump's decision to pull out of the Paris Climate Agreement, says the US is 'rejecting the future' (BI)
Musk Cuts White House Ties After Trump Exits Climate Accord (W)
Disney CEO Bob Iger quits Trump's advisory council after US withdraws from Paris climate deal (BI)
Lloyd Blankfein tweeted for the first time to lament Trump pulling out of the Paris Agreement (BI)

Geopolitics & terrorism
US faces struggle to ease Asian fears of retreat (FT)
Australia Calls on Asian Countries to Uphold Rules-Based Order (W)
Syria war yields cottage industry for anti-Isis spies (FT)

Industries & companies
Airlines: Delta Poised to Regain Power Over Airfares After Two-Year Slump (B)
Financials: Goldman’s Venezuela Bond Trade Wasn’t Reviewed by Top Executives (W)
Health Care: A major health insurer wants to limit emergency-room coverage to life-or-death incidents only (BI)
Media: Netflix Shows Are All Worldwide Hits -- Until They're Not (B)
Pharma: Pfizer raises US prices of 91 drugs by 20% in 2017 (FT)
Retail: Retail keeps bleeding jobs (BI)

Corporate finance
How US paint maker PPG lost its $29.5 billion battle for Dulux (BI)
Blue Apron has filed to go public — and it lost almost as much last quarter as it did all last year (BI)

Technology
Alphabet arm Waymo tests self-driving trucks (FT)
Apple ready to talk up Siri at developers conference (FT)

Offbeat
Hiding Money From the IRS Overseas? Be Very Afraid (W)
CFA Says Record 189,000 Candidates Signed Up for Saturday Exams (B)

Jun 02 (Friday)

Markets
Global stocks hit records on welter of data (FT)
U.S. Stocks Rise as Oil Prices Rally (W)
The champions of the Trump trade are on life support (BI)
Tech Bubble Talk Is a Dot-Com Flashback (B)
US bank stocks head towards bear market territory (FT)
Returns Soar as Emerging Markets Turn Less Volatile (W)

Credit
S&P, Moody's Downgrade Illinois to Near Junk, Lowest Ever for a U.S. State (B)
The Incredible Shrinking Junk-Bond Market (B)
Pimco hit by plunge in teetering Spanish bank’s bonds (FT)

Oil
Oil Reverses Gains as Rising Output Outweighs Stockpile Declines (B)
Americans Are Doing Everything They Can to Drain Oil Inventories (B)
Now There's Another Source of Oil That's Starting to Get Cheap (B)
Trump Administration Explores More Drilling in Alaska (W)

Central banks
Fed officials keep patting themselves on the back for a huge policy shift (BI)
Bullard: A Case for Shrinking the Fed's Balance Sheet (FRB-SL)

US
U.S. Manufacturing Activity Advances in May (W)
U.S. Jobless Claims Rose to 248,000 Last Week (W)
ADP Reports 253,000 Rise in Private Payrolls in May (W)
Americans' Comfort Rises on Strongest View of Finances in Decade (B)
One Sign That Long-Missing Wage Acceleration Could Be Emerging (W)
Debt pile-up in US car market sparks subprime fear (FT)

Europe
London’s Brexit Apocalypse Is Nowhere in Sight (B)
Soros Says Brexit May Last 5 Years and Cause ‘Immense Damage’ (B)
The EU has agreed a recapitalisation plan for the world's oldest bank, Monte dei Paschi di Siena (BI)
Rescue of Italian lender will not end banking woes (FT)

China
Yuan Makes Biggest Leap in Five Months (W)
Here Are the Theories Why China May Be Supercharging the Yuan (B)
Anbang, After a Flood of Western Deals, Has Been Benched by China (W)
China’s Propaganda Elevates Xi to Socialist ‘Thinker-in-Chief’ (W)
China’s cyber security law and its chilling effects (FT)

Emerging
Brazil GDP Rises in First Quarter After Two-Year Recession (W)

US politics
Bernstein: How Trump's Chaotic Presidency Threatens the Economy (B)
Former FBI Director Comey to Testify Publicly June 8 (W)
Little-Known Law Is Key to Flynn, Manafort Probes (W)
Hillary Clinton: Russia Got Help From Americans in Election Meddling (W)
Obamacare Is Stabilizing in Pennsylvania, Unless GOP Disrupts It (B)

Paris Climate Accord
Trump Is Withdrawing U.S. From Climate Deal (W)
Trump Paris rejection widens rift with Germany (FT)
Despite Paris Accord Exit, Companies Expect Little Change (W)
Economic Damage From Paris Withdrawal May Emerge in Trade Wars (B)
Trump's Exit From Paris Climate Accord Won't Revive Coal Jobs (B)

Geopolitics
U.S. Adds Fresh Sanctions on North Korea Over Weapons Program (B)
Executives take quiet turn away from globalisation (FT)

Industries & companies
Autos: As GM Adjusts to Changing Auto Market, Its Sales Slide Behind Ford’s (W)
Financials: Morgan Stanley CEO Sees Trading Drop Similar to JPMorgan, Bank of America (B)
Financials: HSBC is getting into 'robo-advice' (BI)
Media: Google to Prepare Publishers for Chrome Ad Blocker (W)
Restaurants: Fast to Fancy, Restaurants Want to Bring You Lunch (W)
Restaurants: America’s Fast-Casual Dining Boom Is Over (B)
Retail: U.S. consumers will spend $632 billion online by 2020 (BI)
Retail: Wal-Mart Asks Employees to Deliver Packages on Their Way Home (B)
Tech: The Factors Driving Apple’s Valuation, in 14 Charts (W)
Tech: BlackBerry Jumps After Citron Research Cites ‘Game Changer’ Tech (B)

Offbeat
Scientists Detect Two Merged Black Holes (W)
Rush to College Might Be a Mistake (W)
Millennials are still spooked by the 2008 financial crisis (BI)
U.S. Homes Are Finally Shrinking (B)

Jun 01 (Thursday)

Markets
Stocks Slide but Remain on Track for Monthly Gains (W)
Markets Need a 30% Stock Drop or 50% Higher U.S. Yields. Or Not. (B)
Emerging Stocks Face New Era as MSCI Ponders $9 Trillion Markets (B)
Why Investors Are Running Away From the Fastest-Growing G-7 Economy [Canada] (B)
Pimco to Investors: Stop Relaxing! Use Rallies to Accumulate Cash (B)
The hidden dangers of passive investing (FT)
SOC GEN: A failure of Trump's tax cuts is the biggest 'black swan' risk in global markets (BI)

Commodities & currencies
Oil report card for OPEC and non-OPEC nations (BI)
China Teaches Yuan Bears Tough Lesson as Currency Surges Anew (B)
China’s Yuan Surges Offshore, With an Apparent Boost From Beijing (W)

Central banks
The Federal Reserve’s conundrum: stubbornly low inflation (FT)
A New Way to Control Inflation, From San Francisco Fed President (B)
Pressure to cut QE eases as eurozone inflation falls below target (FT)

US
Fed Survey Shows Modest Growth With Tight Labor and Tame Prices (B)
Wage Growth Isn't So Sluggish After All (B)
The U.S. Has Forgotten How to Do Infrastructure (B)

Europe
Eurozone Inflation Rate Falls Sharply Despite Drop in Jobless Rate (W)
A Decade After the Crisis, Ireland's Easy Sell (B)
Portugal, From Europe’s Periphery, Emerges as Bond Market Star (W)

China
The early indications suggest China's economy performed well in May (BI)

Industries & companies
Energy: Exxon investors defy board on climate reporting (FT)
Energy: Solar Stocks Fall on Reports That U.S. May Exit Paris Agreement (B)
Financials: JPMorgan, BofA Trading Revenue on Pace to Drop at Least 10% (B)
Financials: Fed fines Deutsche Bank for anti-money laundering failures (BI)
Health Care: Outcome Health Raising $600 Million to Digitize the Doctor’s Office (W)
Media: Welcome to the Messy Future of TV and Communications (B)
Pharma: Ohio Sues Five Drug Firms, Saying They Fueled Opioid Crisis (W)
Retail: Michael Kors earnings Q4 2017 (BI)
Tech: Meeker sees US-Asian rivalry driving internet’s next chapter (FT)
Tech: Mary Meeker 2017 internet trends presentation (BI)
Tech: Qualcomm's Car-Chip Target Should Let Shareholders Steer (B)
Tech: Alphabet Driverless Ambitions Looked Stalled. Then It Sued Uber (B)
Telecom: Owner of T-Mobile US thinks the M&A market 'looks good' under Trump (BI)

Geopolitics & terrorism
U.S. Tests Missile-Defense System Amid North Korea Tensions (W)
Trump Leans Toward Unwinding Climate Commitment (W)
EU and China strengthen climate ties to counter US retreat (FT)
Mike Flynn’s Pro-Turkey Work: An Unfinished Documentary to Boost Country’s Image (W)
Russia lifts most sanctions imposed on Turkey after downing of jet (FT)
Wilbur Ross and the sugar barons: How a Mexican trade deal got sticky (FT)
At Least 80 Killed in Blast Near Embassies in Afghan Capital (W)

Offbeat
NASA Wants to Fly Into the Sun (B)
Top to Bottom: Pay for 500 CEOs (W)

May 2017

May 31 (Wednesday)

Markets
U.S. Stocks Pull Back as Energy Shares Decline (W)
Trump Trade Is Dead; Long Live the Trump Trade, Says Citigroup (B)
Investors Go All-In on Tech Giants (B)
Larry Fink Says Europe Has Brighter Economic Outlook Than U.S. (B)
Skepticism Mounts on Junk Bonds (W)

Oil
Once Costly Deep-Sea Oil Turns Cheap, to OPEC's Dismay (B)
The Oil Play That Could Flood the Natural-Gas Market (W)

Central banks
Fed Likely to Raise Rates in June, Spell Out Asset-Sale Plan (W)
Fed's Brainard Says Soft Inflation May Warrant Rate Rethink (B) | Speech
Injunction Request Aims to Stop German Role in ECB’s Bond Buying (W)

US
U.S. Consumer Spending Rose 0.4% in April (W)
U.S. Consumer Confidence Eases on Economic, Jobs Expectations (B)
Another Warning Sign Flashes for Subprime Auto Loans (B)
A Comeback in Coal Country (W)
More Women Join Workforce, but Will Trend Continue? (W)

Europe
Eurozone Business Optimism Wanes Despite French Rally (W)

China
Fitting Into Beijing’s New World Order (W)
Southeast Asia Finds China Love as Xi Pushes 'One Belt, One Road' Dream (B)

US politics
Trump Wants Senate Rules Changed to Speed Up Health-Care, Tax Legislation (W)
GOP Bid to Rewrite Tax Code Stalls Over How to Offset Cuts (W)
Health Groups Split Over Helping GOP Overhaul Bill (W)

Geopolitics & terrorism
Macron, Putin Hold Tense First Meeting (W)
Missile Defense Test Succeeds Amid North Korea Threat, U.S. Says (B)
Trump's European Misadventure (B)
World Bank helps Trump on US infrastructure plans (FT)

Cybersecurity
Suspected North Korean Hackers Try New Tactic (W)
China’s cyber security law rattles multinationals (FT)

Industries & companies
Autos: Daimler Vows to Buy More American Parts for Alabama Plant (W)
Energy: Plans to Close Three Mile Island Highlight Struggles of Nuclear Power (W)
Financials: The $50 Billion Question: What Makes a Bank Big? (W)
Financials: Goldman Sachs Under Fire After Buying Venezuela Bonds (W)
Retail: Kicking the Tires on the Rundown Retail Sector (W)
Tech: Amazon ascent to $1,000 highlights tech stock surge (FT)
Tech: Uber Fires Executive at Center of Driverless Car Legal Fight (B)

Offbeat
Cohen’s Hedge-Fund Comeback Shoots for Record Target: $20 Billion (W)
Going Out for Lunch Is a Dying Tradition (W)

May 30 (Tuesday)

Central banks
Draghi says ECB stimulus still needed despite better growth (R)

US
Credit Scores Hit Record Highs as Recession Wounds Heal (W)
US banks pull back from $1.2tn car loans market (FT)

Europe
May says she's willing to leave the EU without a deal as Corbyn is accused of supporting the IRA (BI)
Paris touts Macron victory to woo banks from London (FT)
Italian banks sink on early election worries (R)

China
Rating the China Contagion Risk (B)
Is China’s economy turning Japanese? (FT)

Emerging
A Quick Guide to How Brazil's New Political Crisis May Play Out (B)

US politics
Obamacare hasn't collapsed, but Trump and the GOP might just let it (BI)
GOP’s Tax Plans Collide With the Status Quo (W)

Geopolitics & terrorism
Defense Secretary James Mattis on what keeps him up at night: 'Nothing. I keep other people awake' (BI)
Germany unleashes on Trump: He has 'weakened' the West (BI)
Merkel Says U.S. Ties Shouldn't Deter Europe From Own Path (B)
'Atlanticist' Merkel rams home frustration with Trump after summits (R)
Macron Offers Putin Improved Ties, Critcizes Kremlin 'Propaganda' (B)
Kim supervised North Korean missile launch (R)
North Korean Tests Add Urgency for U.S. to Fix Defense Flaws (N)
The anti-terror ad going viral in the Middle East (NN)

Technology
Innovation Won't Overcome Stagnation (B)

Offbeat
Police: Tiger Woods Arrested in Florida for DUI (B)

May 29 (Monday)

Markets
There’s Something Manic About This Market (BR)
It’s Time for Investors to Pounce on Banks (BR)
Be Wary of Hedge Fund ETFs (BR)
Bitcoin and Tech Stocks: A 21st Century Tulipmania? (BR)
Why investors aren’t giving up on bitcoins (NYP)
Bullish on Emerging Markets, Bearish on U.S. (BR)
U.S. Companies’ Rising Stash of Cash (BR)

Emerging
China April industrial profits up 14 percent but slowing pace stokes economy worries (R)
Brazil’s Car Wash Scandal Reveals a Country Soaked in Corruption (B)

US politics
Trump Lashes Out at Media After Ducking Press Questions on Trip (B)
Trump son-in-law had undisclosed contacts with Russian envoy - sources (R)
Homeland security secretary Kelly: 'I don't see any big issue' in Kushner-Russia back-channel (BI)
Trump just wrapped up his first trip abroad — here's where past presidents traveled in their first year (BI)
Trump’s Deficit-Cutting Plan Isn’t Realistic (BR)

Geopolitics & terrorism
U.S. Shifts Strategy in War on ISIS (W)
Mattis Says U.S. Plans to ‘Take Apart’ Islamic State Caliphate (B)
Merkel Signals New Era for Europe as Trump Smashes Consensus (B)
Europe can no longer fully rely on allies: Merkel (R)
Trump adviser says US is fully behind Nato (FT)
North Korea fires Scud-class ballistic missile, Japan protests (R)
Japan will take steps with U.S. to deter North Korea: PM Abe (R)
U.S. might ban laptops on all flights into and out of the country (R)
Britain says some of Manchester bomber's network potentially still at large (R)

Companies & industries
Autos: Ford Races Toward an Exciting Future (BR)
Autos: How Robo Cars Will Impact Everything Else (BR)
Financials: Why Banks Haven’t Been Burned by Retail’s Meltdown (W)
Materials: International Paper: 25% Upside and a Nice Yield (BR)
Tech: Apple Is Working on a Dedicated Chip to Power AI on Devices (B)

Offbeat
Universal basic income would fail to cut poverty, says OECD (FT)
Summer Beach Reading for Investors (BR)

May 27 (Saturday)

Markets
S&P 500 inches up to fresh record close (FT)
YRI Press: Wall Street moves past latest Dow ‘panic attack’ (USA)
As rates rise, investors scramble to lock in gains (P&I)
European stocks coming back into favor (P&I)
Wall Street to CEOs: The Future Is Now (W)

Commodities & currencies
Saudi Arabia and Russia stuck in unlikely oil alliance (FT)

Funds
Investors pouring billions into the hottest part of the stock market (BI)
Harvard's Hausmann Asks JPMorgan to Cut Venezuela From Index (B)
How to Be Your Own Quant (W)

Central banks
Central banks risk messy ‘market melt-up’ (FT)

US
U.S. GDP Growth Revised Up to 1.2% Rate in First Quarter (W)
U.S. Consumer Sentiment Signals Gains in Spending Remain Likely (B)
Soft US economic data dampens hopes of a rebound (FT)
‘Secular Stagnation’ Even Truer Today, Larry Summers Says (W)
Rural America Is the New ‘Inner City’ (W)
Summary of Quarterly Survey of Public Pensions for 2016 (Census)

Emerging
Brazil Outlook Lowered to Negative by Moody's on Temer Probe (B)

US politics
FBI Scrutiny of Kushner Brings Russia Probe Into the White House (B)
Trump Pushing Big White House Changes as Russia Crisis Grows (W)
Hillary Clinton Calls Trump Budget Cruel in Wellesley Commencement Speech (W)
Restructuring Pro Prepares His Toughest Turnaround Yet: The Democratic Party (W)

Industries & companies
Amazon: Amazon Opens Grocery Pickup Kiosks to Rival Wal-Mart (B)
Tech: How Apple, Google, Facebook, Amazon, Microsoft make money (BI)

Geopolitics & terrorism
Trump Faces Tensions at G-7 Summit (W)
Six to One Against Trump on Climate in ‘Honest’ Exchange at G-7 (B)
Exxon chief urges Trump to back climate agreement (FT)
Beijing Protests U.S. Patrol in South China Sea (W)
Gunmen in Egypt Attack Bus Carrying Coptic Christians, Prompting Airstrikes on Libya (W)
Police make 10th arrest in search for Manchester bomber’s associates (FT)

Technology
Apple Is Working on a Dedicated Chip to Power AI on Devices (B)
Pretty Soon Electric Cars Will Cost Less Than Gasoline (B)

Offbeat
Talent Battle: Hedge Funds vs. Silicon Valley (W)
Sean Hannity Loses Some Advertisers After Advancing Conspiracy Theory (W)
Does Facebook Make Us Unhappy and Unhealthy? (W)
Your Data Is Way More Exposed Than You Realize (W)

May 26 (Friday)

Markets
Wall Street Signals Bond Yields to Stay Lower, Fed Hikes or Not (B)
US energy junk bonds shine as equity investors suffer in 2017 (FT)
Vanguard takes tilt at fast-growing Chinese market (FT)
Machine learning set to shake up equity hedge funds (FT)

Oil
OPEC Leaves Market Guessing on Exit Strategy After Historic Pact (B)
OPEC Extends Oil Output Cuts but Glut Fears Persist (W)
The Daily Prophet: OPEC Flexes Its Muscles And No One Cares (B)

Central banks
How the Fed plans to unwind massive market stimulus (FT)
Moodys China Downgrade and Federal Reserve Impact (BI)
China Hitches Yuan to the Dollar, Buying Rare Calm (W)
China's Monetary Turbocharger Is Running at an All-Time High (B)
Some Reflections on Japanese Monetary Policy (Bernanke Lecture, BOJ)

US
Millennials Want to Buy Homes but Aren’t Saving Up (W)
Luxury Homes in Manhattan Are Finally Getting Cheaper (B)
Counting on Student Loan Forgiveness? Don't Bet on It (B)

Europe
Le Pen Wavers on Euro as Parliamentary Election Looms (W)

China
Chinese Money Funneled to Far-Flung Homes Heralds Bubble Trouble (B)

Emerging
Tigers, Tiger Cubs and Economic Growth (FRB-SL)
South Korean Consumer Confidence Soars on Moon Election Victory (B)
S Korea’s zombie companies an ‘economic powder keg’ (FT)
One Thing Modi Hasn't Brought: Jobs (B)
Saudi Aramco Struggles to Disengage From Royal Family’s Whims (W)
Nigeria moves closer to overhaul of oil sector (FT)

US politics
Trump Officials Offer Differing Views on Tax Plan (W)
`Mnuchin Rule' Against Wealthy Tax Cuts Comes Back to Bite Him (B)
Senate Weighs Health-Law Rewrite Pushing Obamacare Repeal to 2020 (B)
Private money might save Trump’s infrastructure plans (FT)
Court Won’t Restore Trump’s Travel Ban (W)
Sessions Says DOJ Will Seek Supreme Court Review of Travel Ban (B)

Geopolitics & terrorism
Trump Rolls Into Awkward First G-7 Summit With Echoes of Reagan (B)
Trump Omission in NATO Comments Rankles European Allies (W)
As Trump Meets NATO, Obama Tells Berlin ‘We Can’t Hide Behind a Wall’ (W)
Trump Tells NATO to Pay Up for Military (W)
Trump fails to endorse Nato mutual defence (FT)
Manchester Leaks Prompt Trump to Call for Probe (W)

Industries & companies
Autos: GM Sued by Diesel Truck Owners Over Emissions (W)
Energy: Activist Investor’s Pressure Builds on BHP Over Energy (W)
Financials: Banks Want to Raise Debit-Card Swipe Fees. Republicans Say No (B)
Retail: Best Buy Defies Retail Doldrums With Higher Sales (W)
Retail: Sears Jumps After Posting First Quarterly Profit Since 2015 (B)
Tech: FAANGtastic Five pull tech into bubble territory (FT)
Tech: Lyft Courts Uber’s High-End Clientele With Black Car Service (B)

Corporate finance
Tech Startups Are Infatuated With Not-IPOs (B)

Offbeat
Trump and Macron Display White-Knuckle Diplomacy (W)
Zuckerberg Asks Harvard Grads to Fight Isolationism, Nationalism (B)
‘Smartphone addiction’ seems to only be getting stronger (BI)

May 25 (Thursday)

Markets
U.S. Stocks Climb as Fed Hints at June Rate Increase (W)
Why Earnings Have Investors Feeling So Happy (W)
China's Stocks, Yuan Erase Losses Triggered by Moody's Downgrade (B)
S&P's Famous FANG Trade Has Nothing on Chinese Four-Stock Frenzy (B)

Bonds
China’s downgrade reaction jars with bond market move (FT)
The Bond Market Bodes Badly for the Euro's Eye-Watering Surge (B)
Illinois Bonds an Opportunity for ‘Bold’ Investors, Citi Says (B)

Funds
Fiduciary Rule: What’s Next for Investors, Brokers (W)
ETF providers float idea of setting up their own market indices (FT)
This Old School Hedge Fund Is Going Quant (W)

Oil
OPEC Committee Recommends Nine-Month Oil Cuts Extension (B)
How American Shale Drillers Flipped OPEC’s Script (W)

Central banks
Fed Minutes Signal Officials Ready to Raise Rates Soon (W) | Minutes
Most Fed Officials Saw Tightening ‘Soon,’ Favored Unwind Plan (B)
ECB Leadership Doubles Down on Guidance as June Meeting Nears (B)

Global
World Trade Flows Suggest Strong Economic Growth This Year (W)

US
Home Sales Slip amid Housing Shortage (W)
San Francisco Goes From First to Worst in U.S. Home-Price Gauge (B)

China
China Hit by First Moody's Downgrade Since 1989 on Debt Risk (B)
China's Downgrade Could Lead to a Mountain of Debt (B)
Shanghai’s Financial Center Was a Swamp Last Time Moody’s Cut China’s Rating (B)

Emerging
Brazilian Ministry Building Set on Fire as Protests Turn Violent (B)
Indian disruption offers promise and threats for investors (FT)

US politics
Mnuchin Urges Congress to Raise U.S. Debt Limit by August Recess (B)
Ryan Rejects Trump's Branding of Comey as 'Nut Job' (B)
Trump's Go-To Lawyer Kasowitz: A Pit Bull Loyal to the Boss (B)
Democrats Ask Deutsche Bank to Produce Documents on Trump Family Loans (B)

Geopolitics & terrorism
U.S. Plans Military Boost for NATO (W)
U.K. Police Probe ‘Network’ Linked to Manchester Attack (W)
Father and Brother of Manchester Bomber Arrested in Libya (B)
Get Ready to Unpack for Airport Security (W)
TSA Will Heighten Electronics Screening at Test Airports in U.S. (B)

Cybersecurity
In Modern Cyber War, the Spies Can Become Targets, Too (W)

Industries & companies
Health Care: Another Insurer Leaves Missouri’s Affordable Care Act Exchange (W)
Industrials: GE Chief Adds Some Caution to 2018 Profit Goal (W)
Materials: US steel industry says imports threaten security (FT)
Materials: Glencore keen to bulk up in agricultural trading (FT)
Retail: J.Crew Boss Mickey Drexler Confesses: I Didn’t Get the Web (W)
Retail: Cerberus, American Eagle Work on Abercrombie Bid (W)
Tech: IBM fights to keep up with rivals in the cloud (FT)

Technology
Man vs. Machine: Google Takes on China’s Go Champion, but Fans Are Blocked From Watching (W)
China's DJI Unveils $499 Drone That Flies From Palm of Your Hand (B)
Robo-Advisers Battle Wall Street for Rich Investors (B)
Cryptocurrency Mania Goes Beyond Bitcoin (B)

Offbeat
So Much for IBM's Bright Idea on Remote Work (B)
Toronto Homeowners Are Suddenly in a Rush to Sell (B)

May 24 (Wednesday)

Markets
US investors warm up to Europe but are not yet convinced (FT)
Why investors downplay US debt binge risks (FT)

Commodities & currencies
OPEC's Worst Cheater Will Get Harder to Ignore as Curbs Falter (B)
White House wants to sell half of the US' strategic petroleum reserves (BI)
Euro enjoys renaissance as investors pivot to continent (FT)
Euro retreats from 6-month high against dollar (FT)

Funds
Investors Just Pulled the Most Cash From Small Caps in a Decade (B)
Goldman Sachs says these 14 VIP stocks matter most to hedge funds (BI)
Japan Post Bank ramps up push into alternatives (P&I)
Stock investors are making a killing chasing smart money (BI)
Religious ETFs Are About to Hit the Bond Market (B)

Central banks
Investors keen to hear Federal Reserve balance sheet details (FT)
‘Still a Question Mark’ Around Full Employment, Fed’s Brainard Says (W)
How will Fed react to Trump’s pump priming? (Brookings)

US
U.S. New-Home Sales Fell More Than Expected in April (W)
America’s Cities Are Running Out of Room (B)
What we know and don’t know about declining labor force participation: A review (Brookings)
New analysis turns up surprise on long-term wage trends (Brookings)
Less-Educated Workers Face Erratic Schedules, Unpredictable Incomes (W)
Mall Troubles Threaten a Rite of Passage: The Teen Job (W)
Americans Are Taking More Paid Vacation Days (B)

Europe
Eurozone growth holds steady at six-year high in May (Markit)
Eurozone economic recovery gathers pace (FT)
IMF and eurozone explore cash lifeline for Greece (FT)

Emerging
India may be more populous than China, research suggests (FT)
Big Brother Comes for Foreign Firms in China (W)
How to Earn Millions in China's App Economy (B)

US politics I
Donald Trump’s Balanced Budget Goal Rests on Questionable Math (W)
Trump, White House 2018 fiscal-year budget, Mick Mulvaney call (BI)
Trump’s 3% Growth Target Looks Out of Reach (W)
Trump's $575 Billion Defense Budget Delays Promised Buildup (B)
Trump's Budget Bites Deeply Into Programs Benefiting His Voters (B)
Trump's Budget Seeks Fraction of U.S.-Mexico Border-Wall Cost (B)

US politics II
Mnuchin Says No Guarantee Tax Reform Won't Benefit the Rich (B)
House GOP Tries to Keep Border-Adjusted Tax Alive (W)
Democrats Find Numbers Don’t Mean Much for Them in State Senate (W)
White House Seeks Delay in Suit Over Health Law Subsidies (W)
Jeff Sessions Defines ‘Sanctuary Cities’ Narrowly, Sidestepping Fight (W)
Former CIA Chief Brennan Says Russians Were in Contact With Trump Campaign Associates (W)

Industries & companies
Financials: Dwindling numbers in the financial industry (Brookings)
Materials: Glencore Makes Takeover Approach to U.S. Grain Trader Bunge (B)
Retail: AutoZone Joins Retailers Stifled by U.S. Tax Refund Delays (B)
Retail: The Future of Whole Foods Isn’t About Groceries (B)
Retail: Target to Pay $18.5 Million to Settle Massive 2013 Data Breach (W)
Tech: Google vs. Uber: How One Engineer Sparked a War (W)
Telecom: AT&T’s Vision of TV: ‘Game of Thrones’ in Mobile-Size Bites? (W)

Geopolitics & terrorism
China, EU and Canada Form Climate Pact as Trump Stands Alone (B)
Suicide Bomber Kills 22, Including Children, at Ariana Grande Concert in Manchester (W)
Security to Tighten in U.S. Cities After Manchester Bombing (W)

Technology
Alexa’s New Avatar: Financial Adviser (W)
Fidelity is allowing clients to see digital currencies on its website (BI)
Google's Waymo could eventually be a $70 billion company (BI)
Ford is no longer a car company (BI)
Driverless cars inspire a new gold rush in California (FT)
Insurance: Where Humans Still Rule Over Machines (W)

Offbeat
Longest-Serving James Bond Star Roger Moore Dies at 89 (W)

May 23 (Tuesday)

Markets
Wall Street gains as defense, tech stocks rise (R)
Stockpickers, It’s Time to Bring Back the Pre-Trump Playbook (W)
Bond Bulls Get the Most Hedge-Fund Support Since 2007 (B)

Funds
The Quants Run Wall Street Now (W)
Low Volatility Raises Paranoia Over Leverage in the Quant Fund World (B)
Only Robots Can Tally What the Largest U.S. Pension Fund Pays in Fees (W)
SoftBank fund now world's biggest private equity fund with $93 billion (BI)

Central banks
Here’s Why the Fed Will Stay Central to Markets [Balance Sheet] (W)
Economic Research | Reserve Requirements as a Chinese Macro Policy Tool (FRB-SF)

Global
Economic Growth in Developed Countries Slows, Says OECD (W) | Report
The global economy is looking OK, based on Japan's latest trade report (BI)

US
Investment, Hiring Plans Show Rising U.S. Business Optimism (B)
Hard Data, Soft Data and Forecasting (FRB-SL)
Why Millennials Are (Partly) to Blame for the Housing Shortage (W)
Baby boomers are making it harder for millennials to buy homes (BI)
America’s Cities Are Running Out of Room (B)
The Future Of Work For People 50+ Will Surprise You (F)
Another reason workers are so stressed? The slow death of Summer Fridays (MW)

Europe
Hope for Italy with Monte dei Paschi rescue deal now close (FT)

Emerging
Brazilian President Temer: 'I won't resign. Oust me if you want' (R)
China’s Bond-Yield Curve Gets Bent Out of Shape (W)

US politics
Trump signs massive $110 billion deal with Saudi Arabia that focuses on defense (BI)
White House to Roll Out Trump’s First Budget Proposal With Little Fanfare (W)
Mike Flynn Won’t Comply With Senate Subpoena in Russia Probe (W)
Trump Hints at Israel Role in Spy Data He Shared With Russians (B)
Sen. McCain Softens ‘Watergate’ Statement on Trump Administration Turmoil (W)

Industries & companies
Autos: Ford Replaces CEO Mark Fields With Jim Hackett Amid Pressure on Profit (W)
Chemicals: Huntsman and Clariant are joining forces to create a $14 billion chemical behemoth (BI)
Financials: Morgan Stanley on paradigm shift in financial technology (BI)
Health Care: Delay on Obamacare Subsidy Decision Leaves Insurers in Limbo (B)
Media: Remember ‘Avatar’? Disney Hopes So With Big Bet on Theme Park (W)
Telecom: S&P may disconnect the telecom services sector index (R)

Geopolitics
Trump Meets With Israeli Leader in Bid to Revive Peace Process (W)
New Russia claims cloud Trump’s first foreign trip (FT)

Offbeat
The most important finance books (BI)
5 Good Summer Reads (Gates notes)
Fox News Faces Three New Employee Discrimination Lawsuits (B)

May 22 (Monday)

Markets
Stocks don't need the Trump bump anymore (BI)
Goldilocks Is in the House (BR)
Bond Buyers Forgive and Forget, Flock Back to Online Lenders’ Debt (W)
Gundlach [EM] Trade Comes With a Sell-By Date (B)
Argentina Rises As Brazil Sinks (BR)

Oil
Saudis See All ‘on Board’ to Extend Oil Cuts for Nine Months (B)
Saudi Arabia and Russia Are at Odds on Almost Everything, Except Oil (B)
The markets frustrate OPEC’s efforts to push up oil prices (E)
OPEC Needs Shock and Awe to Drain the Glut (B)

Funds
Fear These ETFs, Not the Volatility (BR)
Blackstone Unveils $100 Billion Ambition for Infrastructure (B)
SoftBank's Son Chases Boyhood Dreams With $100 Billion [Tech] Fund (B)

Central banks
Here's the ECB's `Strong Logic' for Ending QE Before Rates Rise (B)

US
Economists are puzzled about why incomes aren’t rising (BI)
U.S. Infrastructure Shows Signs of Improvement (W)
US Hispanics: Too scared to spend (FT)
How Cell-Phone Plans With Unlimited Data Limited Inflation (W)

Europe
Taking Eurozone Growth Seriously (Jim O’Neill, Project Syndicate)
Spain’s Socialist primary is a battle for the left’s future (E)
Athens calls on creditors to strike a deal (FT)

China
Nine Stocks to Play China’s New Silk Road (BR)

Emerging
Pressure Mounts on Temer as Brazil Lawyers Vote for Impeachment (B)
Political Crisis Grips Brazil as Firm Admits to Bribing Nation’s Leaders (W)

US politics
Week of chaos leaves Trump’s party hoping for a break (FT)
Fired FBI Director James Comey to Testify in Public (W)
The 205 Open Jobs at Justice (W)

Geopolitics & cybersecurity
North Korea Tests Another Missile in Latest Kim Provocation (B)
James Mattis says a military solution in North Korea will 'be tragic on an unbelievable scale' (R)
Philippines’ Duterte Says Chinese Leader Raised Threat of War Over South China Sea (W)
U.S., Saudi Arabia Expect Deals, Investments Worth $300 Billion (W)
Trump set to conclude $10bn Saudi arms sale (FT)
Trump Dials Back Islam Critique After Inking Saudi Mega-Deals (B)
All IT Jobs Are Cybersecurity Jobs Now (W)

Industries & companies
Autos: Subaru Considers Electric Versions of Its Cars to Leverage Brand (B)
Financials: Insurers get a new global accounting regime (E)
Materials: BHP reconsiders its foray into US shale (E)
Retail: 5 Retailers That Can Survive Amazon (BR)
Tech: Impinj and Everspin Could Be the Next Big Thing (BR)
Tech: SK Hynix, Bain to Join in Bid for Toshiba Chip Business (W)

Technology
Video: The Silicon Valley Startup Creating Robot DNA (B)

Offbeat
Here are some videos of Trump and his cabinet members awkwardly dancing with swords in Saudi Arabia (BI)
Who’s in Charge of Outer Space? (W)
For Business School Naming Rights, the Price Is Only Going Up (B)

May 20 (Saturday)

Markets
Trump woes no match for the ‘Buy the Dip’ mindset (FT)
Stocks Higher, Wiping Out Most of Midweek Tumble (W)
Europe Inc. Sprints Ahead of U.S. (W)
Mutual Funds Get Crushed by Brazil (B)
The Political Crisis Isn't Stopping Brazil Bulls (B)

Currencies & commodities
Dollar suffers worst week in year on Trump jitters (FT)
Real leads emerging market currencies rebound (FT)
Oil Climbs Above $50 as OPEC Expected to Prolong Curbs Next Week (B)

Global
Global Expansion Is in Sync, Even If Everything Else Is in Chaos (B)

US
U.S. Household Financial Health Improved in Recent Years (W)
The Share of Foreign-Born Workers in the U.S. Labor Force Reaches a New High (W)
Unemployment in the U.S. Is Falling, So Why Isn’t Pay Rising? (B)
Americans Are Paying $38 to Collect $1 of Student Debt (B)

Europe
Monte Paschi Bailout Plan Faces ECB Pushback on Capital Concerns (B)
Spain’s Socialists prepare to choose new leader (FT)

China
China faces ‘acid test’ over credit bubble (FT)

US politics
Trump Aims to Balance Budget (W)
Trump Pushes Back As Russia Probe Expands (W)
Rosenstein Defends Memo Condemning Comey Before Trump Fired Him (B)
Federalism for the Left and the Right (W)
Impeaching Trump is more a political question (FT)
Trump’s crisis launches a thousand Watergate references (FT)
Donovan Withdraws as Nominee for U.S. Treasury Deputy Secretary (B)
US looks at extending laptop ban to all flights (FT)

Geopolitics & terrorism
With Mideast Trip, Trump Shifts to Global Relations (W)
What is at stake as Iranians pick next president? (FT)
Trump Ordered Changes to 'Annihilate' Islamic State, Mattis Says (B)
China and South Korea Try to Ease Missile Tensions (W)
U.S. Examines Russia’s Grip on Citgo Assets (W)

Industries & companies
Financials: The Trump administration just handed Wall Street some great news (BI)
Tech: Tech Sector Is Seeing Its Biggest Annual Inflows in 15 Years, BofA Says (B)
Tech: This is the age of the Microsoft and Amazon economy (FT)

Corporate finance
How SoftBank and Saudi Arabia Settled Their Differences to Birth the World’s Biggest Tech Fund (W)
Bain makes $10bn bid for Toshiba’s chip business (FT)
Facebook Slapped With EU Fine Over WhatsApp Deal (W)

Offbeat
David Blitzer: The Stock Picker Behind the S&P 500 (W)
Florida's Bone Dry and Burning While Rest of U.S. Is Soaking Wet (B)
Americans Die When They Have to Work at Being Healthy (B)

May 19 (Friday)

Markets
Investors face the ‘buy the dip’ dilemma (FT)
Passive’s aggressive march poses thorny questions (FT)
Jim Chanos Says Markets Hope Pence Replaces Trump as President (B)
It May Be Time for Markets to Worry About North Korea (B)

Currencies
Citigroup Says It's Time to Sell the Dollar for the Summer (B)

Central banks
ECB Wary of Repeat of Fed’s ‘Taper Tantrum’ (W)

US
Conference Board’s Leading Economic Indicators Index Rises (W)
U.S. jobless claims fall; continuing claims at 28-1/2-year low (R)

Japan
Japan scores longest growth run in a decade (FT)
Japan Has What Trump Wants: Manufacturers Driving Growth (W)

Emerging
China's Demographic Time Bomb Continues to Tick (B)
EM hit as Brazil bears brunt of investor unease (FT)
Brazil Markets Sink, Triggering Circuit Breaker on Fresh Crisis (B)
Brazil Graft Probe Targets President, Markets Drop Amid Impeachment Talk (W)
Brazil president taped discussing pay-off for witness in graft probe: O Globo (R)
Mexico Unexpectedly Raises Rate to Avoid Inflation Spreading (B)
Rebellion in Venezuela: 43 Dead in 44 Days of Relentless Protest (B)

US politics I
Trump Claims He Is Victim of ‘Greatest Witch Hunt’ in U.S. (W)
Trump's campaign had at least 18 undisclosed conversations with Russian officials (BI)
Trump Denies Asking Comey to Drop Flynn Investigation (B)
FBI’s Russia Probe Gains Credibility With Mueller In Charge (B)
Special Counsel Can Examine Trump From All Angles (B)
Lake: The Special Counsel Who Might Save Trump (B)
Talking Impeachment Is Easy. History Shows Why Impeachment Is Hard (W)
Could Donald Trump really be impeached? (FT)

US politics II
Republicans worry Trump scandals may doom legislative agenda (R)
GOP’s Path to Tax Changes Slowed by Upcoming Budget Fight (W)
Mnuchin to Review Request to Provide List of Trump’s Business Contacts (W)
Mnuchin Warns Some Partnerships and LLCs Won't Get Tax Break (B)
House May Be Forced to Vote Again on GOP's Obamacare Repeal Bill (B)
Immigration Arrests Rose Sharply in Trump’s First 100 Days (W)

Geopolitics & terrorism
Trump Imposes Iran Missile Sanctions and Keeps Nuclear Deal (B)
Trump willing to try engagement with North Korea, on conditions: Seoul (R)
U.S. Plans to Start Nafta Talks (W)
NATO Mulls Arctic and Atlantic Command to Counter Russia (W)
Israeli Source Seen as Key to Countering ISIS Threat (W)

Cybersecurity
The Global Hack Could Have Been Much, Much Worse (B)

Industries & companies
Autos: Mercedes just made a huge play that could threaten Tesla's home battery business (BI)
Financials: Trump’s Glass-Steagall Won’t Be as Tough as Banks Fear (W)
Media: Facebook makes biggest pitch yet for taking on TV (FT)
Media: FCC Votes to Scale Down Net Neutrality Rules (W)
Retail: Walmart just proved it's immune to the retail apocalypse (BI)
Retail: Walmart reports surge in online sales (FT)
Retail: Ralph Lauren sales, profit beat as it reins in discounts (R)
Tech: Salesforce Lifts Its Outlook (W)
Tech: IBM Orders Its Remote Workers Back Into the Office (W)
Wireless: T-Mobile Calls Sprint Most Logical Partner as Deal Talk Heats Up (B)

Technology
Third Point Deploys AI, Big Data With Half Dozen Quants (B)
Google puts artificial intelligence centre stage (FT)
How Uber and Waymo Ended Up Rivals in the Race for Driverless Cars (N)

Offbeat
Roger Ailes, Founder of Murdoch's Fox News Channel, Dies at 77 (B)

May 18 (Thursday)

Markets
Critical Question for Stocks Is How Much Trump Bump Baked In (B)
Washington Tumult Hits Stocks, Drags on Dollar (W)
Trump stimulus doubts buoy US muni bonds (FT)
Chinese Stocks Are Finding Favor, as Long as You're Not in China (B)

ETFs
Harvard, Yale, Stanford Make Big Bets on Exchange-Traded Funds (B)
Blackrock Says Some ETF Investors Are Making This Classic Mistake (B)
Quadruple-Levered ETF? SEC Hits Pause on Its Approval of an Exotic Investment (W)
Active and Passive: Complementary, Not Competing, Strategies (P&I)

Currencies
Move Over Dollar, the Euro Is in the Driver’s Seat (W)
White House noise proves distracting for dollar investors (FT)
China Investors Aren’t Buying Central Bank’s Yuan Fix (W)

Central banks
Fed's Rate-Hike Odds Tumble After Washington Chaos Hits Bond Market (B)
Full Employment Poses Tough Choices for Trump, Fed (W)
Bernanke Says Economy Nearing Capacity With Jobless Rate Low (B)
Benoît Cœuré: Dissecting the yield curve - central bank perspective (BIS)

US
U.S. Household Debts Hit Record High in First Quarter (W)
Household Debt Reaches New Peak Driven by Gains in Mortgage, Auto, and Student Debt (FRB-NY)
Household Borrowing in Historical Perspective (FRB-NY)
Banks Tighten Auto Lending as More Borrowers Fall Into Default (B)
Auto Loan Borrowers May Be Gaming Their Credit Scores, UBS Says (B)
Buyers With Excellent Credit Are Getting the Lion's Share of U.S. Mortgages (B)
Where Jobs Have Yet to Recover Since the Recession (W)

Europe
Macron Names Bruno Le Maire Economy Minister (W)

China
Topic: Belt and Road Initiative (SCMP)
Trump Trade Reboot Spurs U.S. Push by China Investment Corp (W)

US politics
Wall Street Loses Faith in GOP Tax Cut Promise Amid Trump Chaos (B)
Paul Ryan pledges to advance tax cuts amid the Trump bombshells (BI)
Trump Asked Comey to End Flynn Probe: Memo (W)
Congress Seeks Comey Testimony After Russia Turmoil Engulfs Trump (B)
Trump defends sharing terrorism ‘facts’ with Russia (FT)
Putin Dismisses Accusation That Trump Shared Secrets (W)
Russian State-Run Bank Financed Deal Involving Trump Hotel Partner (W)
Billionaire Zell Says Trump 'Cacophony' Doesn't Make Him Unfit (B)
Ivanka Trump Criticized Over Chinese Factories Allegedly Paying $1 an Hour (B)
Everything You Need to Know About Impeachment (B)

Geopolitics & trade
Five Times Trump’s Foreign Policy Milestones Have Been Overshadowed By Other Events (W)
Trump Rules Out Moving Israel Embassy to Jerusalem for Now (B)
Trump Administration Weighs Adding Currency Rules to Nafta (W)

Cybersecurity
New Threats Fuel Fears of Another Global Cyberattack (W)

Industries & companies
Amazon: Amazon’s Australian Expedition to Rattle Retailers (W)
Autos: Ford to Cut 10% of Salaried Workforce in Asia, North America (W)
Financials: Banks Stocks Don't Deserve a Battering (B)
Financials: Goldman Sachs piles into US leveraged loans market (FT)
Pharma: States Wage Battles Over High Drug Prices (W)
Pharma: The world's largest drugmaker thinks it has 11 billion-dollar drugs in the pipeline (BI)
Retail: Target Aims to Reshape Image as a Leader on Low Prices (W)
Tech: Apple Falls on Concerns About Trump's Tax Reform (B)
Tech: Twitter cofounder Biz Stone is rejoining the company, and its stock is up (BI)
Tech: Microsoft will make the most from WannaCry (FT)

Technology
Google to Offer New AI `Supercomputer' Chip Via Cloud (B)
Google Expands Voice-Based Assistant Service to Apple's iPhone (B)

Offbeat
How a Bitcoin Clone Helped a Firm Raise $12 Million in 12 Minutes (W)

May 17 (Wednesday)

Markets
Nasdaq Composite Climbs Toward Fresh Record (W)
Germans are right to be nervous over soaring Dax (FT)
Hedge fund manager earnings drop to lowest in a decade (FT)
Brevan Howard's Hedge Fund Suffered $1 Billion Outflows in April (B)
Activist Investors Have a New Bloodlust: CEOs (W)

Credit & currencies
Bond Math Tells One Analyst That Ultra-Long Treasuries Would Save the U.S. Money (B)
French long-dated bond draws in €31bn of orders (FT)
Seven Banks Said to Be Focus of Mexico Bond Collusion Probe (B)
Bullish Dollar Bets Were the Most Crowded Trade. Not Anymore. (B)

Oil
IEA: Extending Output Cuts Isn’t Enough to Reduce Oil Glut (W)
Oil market rebalancing needs ‘much work’, says IEA (FT)

Central banks
Equity investors should hope BoJ joins tapering pack (FT)

US
U.S. Industrial Production Surged in April (W)
These Charts Show There's More to U.S. Factory Gains Than Autos (B)
U.S. Housing Starts Fell in April for Third Time in Four Months (W)
Labor Force Poses Limits to 3% Growth (W)
More American Workers Are Testing Positive for Drugs (W)
Rich Retirees Are Hoarding Cash Out of Fear (B)

Europe
Eurozone Trade Surplus Hits Record as Exports Rise (W)
Europe’s Top Court Says Broad Trade Pacts Need Consent From All EU Countries (W)
Austria Readies for Snap Election This Fall (W)

China
China's Copy of Manhattan Is No Longer a Ghost Town (B)
China's Web Giants Expected to Post Sales Growth Above 40% (B)

Emerging
India the next frontier for China property groups (FT)
Putin Is Playing the Melting Arctic for Everything It's Worth (B)
Asia’s Most Overworked Hope to Gain the ‘Right to Rest’ (B)

US politics
McConnell Calls for ‘Less Drama’ From White House (B)
McConnell Won't Guarantee All Tax Cuts Stay in Health-Care Bill (B)
McConnell Is Pessimistic Congress Will Overhaul Dodd-Frank (B)
Trump's Pentagon Budget Adds One Ship and No Planes to Obama Plan (B)

Geopolitics & terrorism
Israel Provided Intelligence Trump Shared With Russia (W)
Trump Defends Sharing Intelligence ‘Facts’ With Russia (W)
McMaster Says Trump Disclosure Was ‘Wholly Appropriate’ (W)
Trump’s disclosures to Russians spook US allies (FT)
Japan’s Abe: China Has Pivotal Role on North Korea (W)
Assad Regime Mocks U.S. Claims of Prison Killings, Crematorium (W)

Cybersecurity
Researchers Identify Clue Connecting Ransomware Assault to Group Tied to North Korea (W)
Cybersecurity Firm: U.S. Hacker Linked to Fake Macron Documents (W)
Hackers Face Tough Task Converting Bitcoin Ransom Into Cash (W)
New Wave of Ransom Threats Seen in Unprecedented Attack (B)

Industries & companies
Airlines: Boeing Delivers First 737 Max to Lion Air (B)
Amazon: Amazon’s 49,000% Gain: The Most Super of ‘Superstocks’ (W)
Autos: Despite Promises, Car Makers Are Set on Job Cuts (W)
Materials: Glencore Says Electric Car Boom Is Coming Faster Than Expected (B)
Materials: BHP says it is willing to sell US shale business (FT)
Media: Disney’s Iger Isn’t About to Let Go as CEO (W)
Media: Unreleased Disney Film Target of Online Piracy Threat (W)
Restaurants: Starbucks Payment Systems Crash After Company Updates Technology (B)
Retail: U.S. Retailers Urge Trump's New Trade Envoy to Save Nafta (B)
Retail: From Prices to Patents, Target Is Losing the Battle to Wal-Mart (B)
Tech: Apple Plans Laptop Upgrades to Take on Microsoft (B)
Tech: Facebook Refunds Some Advertisers After Finding New Measurement Bug (W)

Technology
Humans and Robots Team up in New SoFi Wealth Management Push (B)
Robots learn the business of risk (FT)

Offbeat
Why Carrying Concealed Weapons Could Get Easier (W)
Research on Strokes Extends the Window for Clot Removal (W)

May 16 (Tuesday)

Markets
There Are Now More Indexes Than Stocks (B)
Should We Fear the Stock Market’s Lack of Fear? (W)
Investors Come Home to Gains (W)
Wave of Cyber Attacks Sends Online-Security ETF Surging (B)
China, Japan Increase Holdings of U.S. Government Treasuries (B)

SEC filings
Snap surges after Wall Street heavyweights reveal stakes (R)
Soros places big bet on Snap, dumps Amazon stake (MW)
Warren Buffett's Berkshire is betting more on banks and airlines (C)

Oil
Oil Jumps as Saudis, Russia Favor Extending Output Deal to 2018 (B)

Central banks
Fed's new normal balance sheet could be huge (C)

US
Can Trump Deliver 3% Growth? Stubborn Realities Stand in the Way (W)
Economists See Modest Growth Rise From Trump Plan (W)
Fewer Home Builders, Happier Home Builders (W)
Real Estate’s New Normal: Homeowners Staying Put (N)

Europe
Germany’s Merkel Advocates German-French Cooperation (W)
JPMorgan Buying $137 Million Dublin Office for 1,000 Staff (B)

China
China's new Silk Road promises trade and riches, with President Xi at helm (R)
U.S. Firms Want In on China’s Global ‘One Belt, One Road’ Spending (N)
Cruises Boom as Millions of Chinese Take to the Seas (B)

US politics
Retail CEOs Renew Border-Tax Fight at Meeting With Mnuchin (B)
U.S. lawmakers ask Trump to turn over any Comey tapes (R)
Former FBI agent says Trump's move to fire Comey could backfire (BI)
Hillary Clinton Is Launching a New Political Group (B)

Geopolitics & cybersecurity
Inside North Korea’s Plan to Build a Viable Missile (W)
US says Syria using crematorium to hide mass killings (FT)
Iranians See Little Hope Elections Will Alleviate Economic Strain (N)
Global cyber attack slows; search on for hackers (R)
Putin Blames U.S. for Global Attack (W)
Hackers prime second classified US cyber weapon (FT)
For Many Companies, a Good Cyber Chief Is Hard to Find (W)

Industries & companies
Amazon: Amazon stock price return since IPO (BI)
Autos: Technology and Car Companies Are More Intertwined Than Ever (B)
Heath Care: Life-science tool stocks thrive away from Obamacare glare (R)
Retail: Sears CEO Lashes Out at Suppliers Trying to ‘Take Advantage’ (B)
Tech: Apple Headquarters Signals Tech’s Boom, Bravado (W)

Corporate finance
Thermo Fisher to Buy Patheon for $5.2 Billion (W)

Technology
Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars (N)

Offbeat
Mini-Trumps Are Running for Election All Over the World (B)

May 15 (Monday)

Markets
Europe on Sale: Time to Buy Foreign Stocks (BR)
Time to Buy Emerging Markets Stocks (BR)
Emerging Markets: Buy Into Upside Or Sell On China Risk? (BR)
How Big Are Mutual Funds’ Puerto Rico Losses? $5.4 Billion (W)
Gundlach, Einhorn & Ackman at Sohn (BR)

Credit
Chinese, Western Banks’ Battle for Dominance Reaches Bond Market (W)
Are US Treasury yields truly on the rise? (FT)

Oil
OPEC's Staring Down a Double-Barrel Cut (B)

Central banks
The consequences of shrinking the Fed’s balance sheet (FT)

US
Employers Beware: About 63% of U.S. Workers Are Open to Leaving (B)

Europe
Merkel’s Party Wins State Election in Germany (W)
Merkel delivers blow to SPD in regional election (FT)
Is Germany Unbalanced or Unhinged? (Project Syndicate)

China
China’s President Xi Casts Country as Guardian of Globalization (W)
Chinese Banks Rattled by Regulatory Blitz (W)
China Eyes U.S. Energy After Inking $20 Billion in Deals (B)

Emerging
India needs to curb borrowing by profligate state governments (E)

US politics
Trump Weighs Staff Shakeup After Comey Firing (W)
Democrats Keep Pressure on Trump Over Comey Firing (B)
Senate Conservatives Look to Cut Medicaid (W)

Geopolitics & trade
North Korea Fires New Type of Missile With Longer Range (W)
North Korea Fires Missile After South Korea Gets New Leader (B)
Why Trump’s Scorn for TPP May Have Been Hasty (W)

Cybersecurity
Unprecedented Global Cyber Attack Poised to Spread (B)
Why Monday May Be Another Tough Day for the World’s Computers (W)
List of Cyberattack Victims Grows to More Than 200,000 (W)
Timeline of cyber attack: How WannaCry spread (FT)
Russian Election Meddling ‘Well Documented,’ Tillerson Says (B)

Industries & companies
Amazon: Amazon’s IPO at 20: That Amazing Return You Didn’t Earn (W)
Retail: Mall Owners See Strength in Smaller Numbers (W)
Trucking: Trucking Industry’s Tale of Woe: Too Many Big Rigs (W)

Corporate finance
Whole Foods Faces Specter of Long Investor Fight (W)
Private equity fundraising in Europe hits 8-year high (FT)

Offbeat
Your Shoes Will Be Printed Shortly (W)

May 13 (Saturday)

Markets
Move Over U.S., the Stampede Is On for European Equities (B)
U.S. Stocks Fall as Economic Data Disappoints (W)
Money is pouring into one of the world's biggest stock markets at a record pace (B)
Sorry, Stock Pickers: History Shows You Underperform in Bad Markets, Too (W)
Some of the biggest names on Wall Street all love [India's] stock market (BI)

Oil
OPEC Should Give Up on Production Cuts (W)
Oil Rally Fizzles as Focus Shifts to Output OPEC Can't Control (B)
U.S. Shale's Favorite Financial Trick Is Getting Less Attractive (B)

Central banks
Evans Says Risks to Fed Inflation Outlook Still on Downside (B)

US
Gain in U.S. Retail Sales Suggests Slowdown Was Temporary (B)
The U.S. Economy Is Back on Track (B)
U.S. Consumer Prices Rose Modestly in April (W)
Generation of Renters Now Buying (W)
Don’t Feel That Pay Raise? Blame Inflation (W)

Europe
A Populist Storm Stirs in Italy (W)
Italy struggles to cope with migrant surge (FT)
Germany Says Greece Could Secure Bailout Deal in Late May (W)
Macron’s political renewal pledge hits bump (FT)

China
Yuan Becomes Oasis of Calm in China’s Volatile Markets (W)
China yield curve inverted as regulation toughens (FT)
China's April loans growth highlights debt challenge (R)
China Regulators Warn Against Large Stock Sales Ahead of Summit (W)
Brazil Cuts Stake in China-Led Infrastructure Bank (W)

US politics
Deputy Attorney General Rosenstein Agrees to Brief Entire Senate (W)
Trump Warns Comey Not to Leak to the Press (W)
Trump hints at releasing ‘tapes’ of talks with Comey (FT)
Trump Lawyers Say Unreleased Tax Returns Show Few Russian Ties (W)

Geopolitics & cybersecurity
U.S. Announces Deal With China to Boost Exports (W)
Beijing Trumpets U.S.-China Trade Plan as Summit Nears (W)
Mnuchin's G-7 Partners Struggle to Engage Odd Man Out on Trade (B)
Major Cyberattack Sweeps Globe (W)
Hackers use NSA tools in UK health service cyber attack (FT)

Industries & companies
Airlines: Boeing Resumes Some 737 Max Flights Two Days After Grounding (B)
Amazon: Talk About Big-Box Retailing: Amazon Pushes to Sell Furniture (W)
Energy: China Trade Plan Is Big Deal for Natural Gas (W)
Energy: A Single Pipeline's Taking U.S. Gas on a Rollercoaster Ride (B)
Restaurants: McDonald’s Boosts Its Payout for Franchise Upgrades (W)
Retail: Cratering Department-Store Sales Herald 'Do-More-With-Less' Era (B)
Retail: Nordstrom is 'best-of-breed' (BI)
Retail: Nordstrom's same-store sales miss (BI)
Retail: J.C. Penney Is Having a Serious Wardrobe Malfunction (B)

Corporate finance
Anthem Ends Cigna Pursuit, Plans to Seek Damages (W)
SoftBank to Pump $5 Billion Into China’s Didi (W)
Apple Invests $200 Million in Gorilla Glass-Maker Corning (B)

Offbeat
U.S. Revives Policy of Tougher Sentences for Drug Offenders (W)

May 12 (Friday)

Markets
Stocks Retreat After Weak Earnings (W)
Peak emerging markets heave into view (FT)
Taiwan Stock Index Rises Above 10,000 for First Time in 17 Years (B)
China Bonds Send Fresh Stress Signal (W)
The One Bond Market Where Yields are Still at Record Lows (W)
Loonie, Bank Bonds Drop as Moody's Downgrades Canada Lenders (B)

Commodities
OPEC Raises 2017 Estimate for Supply Growth From Rivals by 64% (B)
Opec faces tough challenge reducing oil inventory (FT)
Money From Chinese State Giants Helped Fund Aluminum Stockpile (W)

Central banks
Fed Plan for Gradual Rate Hikes Is Starting to Look Complacent (B)
Dudley Says Fed May Begin Paring Balance Sheet This Year or Next (B)
Goldman Expects the Fed to Do More as Financial Conditions Prove Resilient (B)
Eurozone bank and high-yield bond yields widen (FT)

US
U.S. Producer Prices Jump 0.5% in April (W)
Six-Week Low in U.S. Consumer Comfort Shows Optimism Is Easing (B)
U.S. Jobless Claims Fell to 236,000 Last Week (W)
Next Hot Housing Market: Starter Homes (W)
The Heroin Business Is Booming in America (B)

Europe
EU Raises Growth Forecasts but Cites Threats From Brexit, Trump (W)
Merkel Says Bigger Role for Euro-Area Backstop Worth Pursuing (B)
Macron wants tougher EU on trade and foreign investment (FT)
With Tax Revenues High, German Politicians Debate How to Spend the Money (W)
Political fears are economic and they trace back to Italy (FT)

China
China's $246 Billion Foreign Buying Spree Is Unraveling (B)

US politics
Trump Says He Planned to Fire ‘Showboat’ FBI Chief All Along (B)
Acting FBI director contradicts Trump on Comey firing (FT)
Rosenstein Pressed White House to Correct the Record on Comey Firing (W)
Senate Confirms Robert Lighthizer as Trump’s U.S. Trade Representative (W)
Trump Signs Executive Order Aimed at Protecting U.S. Infrastructure, Homeland Security (W)
Trump to Launch Review of Federal Election Process (W)
Trump’s ‘Priming the Pump’: An Old Economics Expression Has a New Fan (W)

Geopolitics & terrorism
Saudis Boost U.S. Ties With $40 Billion Investment (B)
China Now Has a Rail Link Into the Heart of Europe (W)
U.S. Weighs Expanding Laptop Ban to Europe Routes (W)

Industries & companies
Financials: The Volcker Rule: How Trump’s New Regulator May Unleash Big Banks (W)
Financials: AIG Plans to Name Brian Duperreault as Next CEO (W)
Financials: Wells Fargo to Shrink Auto Loan Holdings (B)
Media: What Facebook Could Learn From China’s Censors (W)
Retail: Amid Retail Funk, Macy’s Says ‘We’re Not Dead’ (W)
Retail: Falling Sales Mean Tougher Fixes at Department Stores (W)
Retail: Europe’s Fashion Brands Expand in U.S. Even as American Stores Close (W)
Tech: Tech giants need to rein in powers before EU does (FT)

Technology
Amazon’s New Echo Device Will Be Watching (W)
Tesla’s Solar Roof Pricing Is Cheap Enough to Catch Fire (B)

Offbeat
Hedge Funds Are Facing a U.S. Criminal Probe Over Bond Valuations (B)

May 11 (Thursday)

Markets
Global ETF assets reach $4tn (FT)
Pimco and BlackRock Are Buying Up Assets In the ‘Fragile Five’ (B)
This Is What Can Kill the Emerging Market Rally (B)
Millennial investors are having a big payday as a popular tech stock soars (BI)
Mobius Says Low Market Volatility Is Tied to Social Media (B)

Commodities
Oil prices are surging right now after a report showed falling stockpiles, greater demand (C)
China Metals Bulls Aren't Panicking Just Yet as Rally Unravels (B)

Central banks
What Happens When Central Banks Stop Buying Bonds? (W)
Fed's Rosengren Favors Three More 2017 Hikes to Foil Overheating (B)

Global
OECD Tempers Global Growth Expectations (W)

US
U.S. Import Prices Rose More Than Expected in April (W)
Auto Loan Fraud Soars in a Parallel to the Housing Bubble (B)

Europe
Germany's Schaeuble says Macron faces 'terribly difficult' decisions (R)

China
China Consumer Inflation Edged Up in April (W)
Jim O'Neill Says China Fears Are ‘Completely Overblown’ (B)
China is about to hold a giant meeting on spending billions to reshape the world (C)
China Cement Giant Sees Big Opportunity in Paving New Silk Road (B)
China ‘New Silk Road’ investment fell in 2016 (FT)
A Chinese Giant Is on a Global Buying Spree. Who’s Behind It? (N)

Comey
Comey firing poses new risk to Trump rally (NN)
Comey Ouster Threatens to Backfire on Troubled White House (B)
Trump's fury over Russia investigations spurred him to fire Comey, aides say (BI)
Comey reportedly asked for more resources for Russia probe; DOJ calls reports 'totally false' (C)
Comey Sought More Russia Funds (W)
Russia's Lavrov Drops by White House Day After Trump Fires Comey (B)
Trump follows Comey firing by blasting Democrats on Twitter (BI)

US politics
Senate Panel Subpoenas Documents From Flynn in Russia Probe (W)
Trump's growth target 'not achievable' this year: Ross (R)
Trump’s New Tax Plan Is a Mystery for the Middle Class (W)

Geopolitics & cybersecurity
New South Korean president vows to address North Korea, broader tensions 'urgently' (R)
U.S. Pushes for More Troops, Leeway in Afghan Fight (W)
U.S. to Expand Intelligence Cooperation With Turkey (W)
Turkey warns U.S. of blowback from decision to arm Kurdish fighters in Syria (R)
Hackers Came, but the French Were Prepared (N)

Industries & companies
Autos: Billionaire Icahn Loses $179 Million on Hertz Double Down (B)
Health Care: Aetna to Pull Out of Current Affordable Care Act Exchanges (W)
Materials: U.S. Steel CEO Steps Down Two Weeks After Earnings Miss (B)
Media: Time Inc. to Cut Costs, Sell Assets (W)
Retail: Whole Foods Plans to Remove More Than Half of Its Board (W)
Retail: Abercrombie & Fitch in Merger Talks With Suitors (W)
Tech: Snapchat Parent Posts Disappointing User Growth; Stock Plunges (W)

Technology
A Trump Dividend for Canada? Maybe in Its A.I. Industry (N)
With New Echo Speakers, Amazon Lets You Ask Alexa to Phone Mom (N)
Rise of Robo-Taxis Won't Slow Global Auto Demand, Renault Says (B)
UberEats is destroying your favorite delivery service (C)
Robots Aren’t Destroying Enough Jobs (W)
The New Hulu Looks a Lot Like the Future of TV (W)

Offbeat
Wall Street’s obscene spending confessions—commentary (C)

May 10 (Wednesday)

Markets
Markets Are Doing Nothing, and Investors Have Nowhere to Hide (B)
Investors Shift Bets From U.S. Stocks to Europe at Fast Clip (W)
China Stocks Adored Abroad as Local Investors See Losses Mount (B)
Appetite returns for riskier US corporate debt (FT)
When bonds track more than their economies (FT)

Commodities
Shale Drillers Are Outspending the World With $84 Billion Spree (B)

Central banks
Fed Won’t Sink MBS Market as Balance Sheet Slims, Rosengren Says (B)

US
Hiring and Job Opening Rates Held Steady During Weak Month of March (W)

Europe
Politicians face re-engaged German voters in poll (FT)
Macron’s Economic Plans Draw Pushback in France (W)
Next-generation Le Pen to step down from politics (FT)
Canadian Fund With $6 Billion War Chest Picks London for EU Hub (B)

China
China's Exporters Catch a Break (B)
Chinese Millennials—Already Big Homeowners—Use Apps to Snap Up Overseas Property (W)

US politics
Trump Fires Comey as FBI Chief (W)
Senate GOP Plans Secret Health Debate That May Take Months (B)
Deadline Looms for GOP’s Effort to Undo Obama Rules (W)
Trump’s tax plan tries to take away the drinks tray (FT)
Trump Unfazed by Talk of Probe Into Russian Business Links (W)
Trump Preparing Certified Letter Attesting to No Russia Ties (B)

Geopolitics & trade
Nafta Revamp Is Slowed by Senate Maneuvering (W)
Mexico’s problems threaten to undermine Nafta talks (FT)
Trump Set to Arm Kurds in ISIS Fight, Angering Turkey (W)
S Korea’s new president set to rebalance region (FT)
In Russia, Leaked Documents Rattle the Kremlin (W)

Industries & companies
Autos: Ford’s Board Pressures CEO (W)
Autos: Hertz Shares Plunge on Wide Earnings Miss (W)
Financials: JPMorgan Tells Banks to Partner Up as U.S. Deposit Drain Looms (B)
Media: Disney’s ESPN Looks to an Online Future, as Cable Subscribers Decline (W)
Media: Walt Disney profits boosted by Beauty and the Beast (FT)
Media: Video game maker EA posts 17% rise in quarterly revenues (FT)
Retail: To Set Prices, Stores Turn to Algorithms (W)
Tech: Apple Becomes First U.S. Company to Top $800 Billion Value (B)
Tech: Apple Pushes Into Analyzing Your Sleep With Beddit Acquisition (B)
Tech: Snapchat Shuns Typical Global Approach (W)
Tech: Alipay and WeChat Pay Make Push Into U.S. (W)

Technology
Amazon Unveils Echo Show Capable of Video Calling (W)
Amazon adds screen to smart speaker with Echo Show (FT)
Bitcoin Blows Past $1,700 Mark, Up 80% This Year (W)
Facebook Says It Found Faster Way to Translate Through AI (B)

Offbeat
CFA Exam to Add Big Data, Artificial Intelligence as Topics (B)
China Is Building a Disney World for Wine (B)
Why millennials are at risk of burnout (FT)

May 09 (Tuesday)

Markets
You could sell in May -- or score by buying these stocks (CBS)
It’s Time to Buy European Stocks—Sorta, Kinda, Maybe (W)
Gundlach Says to Short S&P 500 and Go Long Emerging Market ETF (B)
These Charts Show China's Stock Panic May Be Over: Analysts (B)
Market’s ‘Fear Gauge’ Nears 1993 Low (W)

Commodities & currencies
Despite Sanctions, Russia’s Oil Industry Powers On (W)
Opec and Russia poised to roll over oil output cuts (FT)
Iron Ore Revival Snuffed Out as ‘Weakest Commodity’ Drops Again (B)

Central banks
Fiscal Plans Could Fuel Rate Surge (W)
Fed's Mester Warns Against Falling Behind With Rate-Hike Pace (B)

US
Conference Board’s Employment Trends Index Rises to 132.64 (W)

France
Macron’s Brand New Party Shoots for Parliament Takeover (W)
In France, Divisions Remain Despite Landslide Win (W)
Macron, Winner in French Election, Pushes ‘New Deal’ for Europe—but Faces Challenges (W)
Macron sets his sights on economic reform (FT)
Europe Expresses Caution on Macron’s Reform Ideas (W)
Merkel rules out eased spending rules to help Macron (FT)
Meet Emmanuel Macron, the 39-year-old former investment banker who will be the next French president (BI)
Why Macron matters to the whole world (FT)

Europe
Merkel party defeats SPD in state poll surprise (FT)
Italy’s bad debt problem refuses to go away (FT)

China
China posted a big surge in its exports to the US again last month (BI)
Chinese Tycoons Plant Money Management Flags on Wall Street (B)
Chinese Factories Going It Alone to Build the Next Must-Have Device (B)

US politics
White House Presses Insurance Woes in Health Fight (W)
President Trump Nominates 10 for Federal Courts (W)
Yates Says She Warned White House Flynn Could Be Blackmailed (B)

Geopolitics
Opportunity Knocks for Trump in the Middle East; Answering Will Be Hard (W)
North Korea Detains Fourth U.S. Citizen for ‘Hostile Acts’ (W)

Industries & companies
Consumer: Restaurant Slowdown Slices Tyson’s Earnings (W)
Financials: Banks Want Mnuchin to Intervene in Fight Over New Loan Rule (W)
Financials: Goldman Shakes Up Leadership at Its Investment Bank (W)
Financials: Bank of America’s Depositors Have Less Interest in Interest (W)
Retail: Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon? (B)
Retail: The Long, Hard, Unprecedented Fall of Sears (B)
Tech: Apple’s Market Cap Hits $800 Billion Mark (W)
Tech: Buffett and Munger reassess technology sector (FT)

Corporate finance
ChemChina and Sinochem plan merger (FT)
Sinclair to Buy Tribune Media for $3.9 Billion (W)
Coach eyes further M&A after $2.4bn Kate Spade deal (FT)
Fight over Tribune shaping up to be big news (FT)
Pandora Steps Up Hunt for Buyer, Gets $150 Million From KKR (B)
VCs Put $110 Million Into Grammar-Checking Software (B)

Technology
Amazon Plans to Unveil New Echo (W)
Microsoft Speaker Challenges Amazon Echo With Calls (W)
How Self-Driving Cars Could End Uber (W)

Offbeat
A New Index Tracks Our National Mood One Tweet at a Time (W)
Bill Clinton to team up on White House book thriller (FT)

May 08 (Monday)

Markets
The Stock-Buyback Jig Is Up (BR)
Bogle Says If Everybody Indexed, Markets Would Fail Under Chaos (B)
The doctor is in: Yardeni diagnoses stock market with 'anxiety' disorder (C)
Stocks are stuck in a 'Seinfeld market' (BI)

Oil
Oil Closes Near $46 as Shale Revival Cancels Out OPEC Efforts (B)
Goldman says oil prices on the brink of ‘capitulation’ (MW)

Central banks
Analysis: Report Keeps Fed on Track for Likely June Move (W)
Fed's Williams Stands by Hike Outlook as Unemployment Drops (B)
Fed's Williams sees balance sheet as future policy tool (R)
Janet Yellen’s Long, Personal Speech on Women and Work (B)
Global markets face uphill struggle as China, US tighten policy (AFR)

US
Businesses Struggle to Find Workers (W)
Labor Shortage Squeezes Builders (W)
Don’t Shrug Off Puerto Rico Risks (BR)

France
Macron sweeps to victory in France elections (FT)
Macron Vows to Heal France's Divisions After Victory Over Le Pen (B)
Relief in Europe but Macron must consolidate win (FT)
Macron Wins: Now Can Europe Do What Investors Want? (W)
Macron’s ‘New Deal’ for Europe Faces Old German Doubts (W)

China
China Forex Reserves Swell to $3.03 Trillion, Beating Forecasts (W)
China to further tighten its internet controls (R)
World Bank warns of China debt risk from backdoor local borrowing (FT)

US politics
Senate Tackles Rewrite on GOP Health-Care Bill (W)
‘No District Is Off the Table’: Health Vote Could Put House in Play (N)
Yates Testimony to Shine Public Light on Russia Probes (W)
FBI found email that Lynch would do everything she could to protect Hillary from Criminal Charges

Geopolitics & terrorism
U.S. Pressures Abbas to End Controversial Family Payments (W)
For Arab Gulf States, Israel Is Emerging as an Ally (W)
Nigeria exchanges 82 Chibok girls kidnapped by Boko Haram for prisoners (R)

Industries & companies
Amazon: Amazon’s Next Move (BR)
Health care: How US health care stacks up against the world (NN)
Retail: The Amazoning of American Retail (BR)
Retail: Who Says Retail Employment Is Dying? (BR)
Tech: Our Favorite Security Blanket: Big Tech (BR)
Tech: Buffett Says IBM Thesis Was Flawed, Blew It on Google (B)
Tech: Strategies: The Fabulous Apple Cash Machine (N)

Corporate finance
As IPOs Pick Up, Big Startups Hold Out (W)

Buffett
Buffett Says Money Spent on Plumbers Better Than on Hedge Funds (B)
Buffett assails Wells Fargo, defends 3G at wide-ranging meeting (R)
Buffett Laments 'Roadkill' Who Lose Jobs, Says U.S. Must Help (B)

Offbeat
Eleven Madison Park is the best restaurant in the world — here’s what the 11-course tasting menu looks like (BI)
Retiring: The ‘Best’ Places to Move in Retirement? They’re All Over the Map (N)
Stephen Colbert’s Diatribe Against Trump to Be Reviewed by FCC (B)

May 06 (Saturday)

Markets
Quantitative Investing: a Crisis Waiting to Happen (W)
Valuation expert Damodaran says he 'doesn't get’ Shiller’s portfolio advice (C)
Virtu CEO Aims to Be Good Guy of High-Speed Trading (W)

Commodities & currencies
Oil Hovers Near $46 as Shale Revival Cancels Out OPEC Efforts (B)
5 Charts Explain Crude Oil's Sudden Nosedive Toward $45 (B)
Surging Copper Stockpiles Point to Concerns Over Global Demand (B)
Templeton Says Emerging-Currency Rally Is Just Getting Started (B)

Central banks
Fed should start trimming balance sheet in second half: Bullard (R)
Fed's Williams pushes new approach to U.S. inflation goal (R) | Speech
Fischer: Committee Decisions and Monetary Policy Rules (FRB)

US
U.S. Economy Added 211,000 Jobs in April (W)
Tight Jobs Market Equals Higher Pay, Lower Profits (W)
Labor Slack's Vanishing Act Signals U.S. Wage Gains Coming Soon (B)
Jobs make a comeback, unemployment rate drops to the lowest in a decade (BI)
Wage growth slows down (BI)
Labor force participation ticks down (BI)
Men Slowly Return to the Labor Force (B)
Yellen Says More Women in U.S. Workforce Would Help Boost Growth (B)

Europe
Poll boost for Macron as French campaign enters final kilometre (FT)
In French Election, Voters Can Choose Le Pen, Macron—Or No One (W)
Power behind Macron is his best friend and wife (FT)
A Curious Calm in Italy's Drama (B)
Blankfein Says City of London Growth May ‘Backtrack’ on Brexit (B)

China
Economic Survey of China 2017 (OECD)
After Months of Steady Growth, Economists See China Slowing (W)
Commodities Slump Fueled by Softening Demand From China (W)
China’s Booming Service Industry Can’t Keep Up With College Grads (B)
China’s New Jet Completes First Flight as Xi Modernizes Economy (B)

Japan
Shinzo Abe’s wager on weaning Japan off pacifism (FT)

Emerging
Former presidents warn crisis deepening in S Africa (FT)

US politics
Trump signs spending bill to avert government shutdown (C)
What’s at Stake Under New GOP Health-Care Bill (W)
14 Players to Watch in Senate Health-Care Overhaul (W)
Democrats celebrate Trump’s healthcare victory (FT)
Trump Campaign Associates Questioned Over Russia Ties (W)
Barack Obama and the Big $400,000 Question (Project Syndicate)

Geopolitics & trade
North Korea says CIA tried to kill Kim Jong Un (FT)
U.S. Aircraft Barred From Syria Safe Zones, Russia Says (W)
Putin awaits return on Le Pen investment (FT)
Forget the tough trade talk: Some US leaders are courting Chinese investment (C)
New cyber ‘guerrilla’ attacks evade detection (FT)

Industries & companies
Retail: Wal-Mart Wants to Know When Your Milk Is About to Expire (W)
Tech: Cramer: Warren Buffett's decision to sell shares 'devastating' for IBM (C)

Corporate finance
Syngenta Shareholders Accept ChemChina’s $43 Billion Offer (W)
Companies Rack Up Profits, but Aren’t Ready to Spend Them (W)
Here are the companies hoarding the most cash outside America (BI)

Technology
Europe Leads as Industrial 3-D Printing Takes Shape (W)

Offbeat
Stephen Colbert’s Trump Comments Face FCC ‘Obscenity’ Scrutiny (W)

May 05 (Friday)

Markets
Commodities Drop Damps U.S. Stocks (W)
Stocks and bonds are fully valued (BI)
Ed Yardeni has a simple reason why stock-market investors are so relaxed (MW)
Macron, earnings hopes send European shares to 20-month high (R)
Why the ‘Fear Gauge’ Is Missing the Market’s Anxiety (W)

Credit
The Slow, Leaking Poison of the [Junk] Bond Market (W)
The U.S. Treasury Is Studying the ‘Costs and Benefits’ of Ultra-Long Bonds (B)

Commodities
Deepening Gasoline Glut Pushes Oil to a Five-Month Low (W)
Crude Tumbles to Lowest Since OPEC Deal (B)
The World Is Buying American Diesel as Fast as Refiners Can Make It (B)
Metals Extend Sell-Off on Mounting China Concerns, Fed Outlook (B)

Central banks
Fed officials are giving more speeches than ever but their message is still muddled (BI)

US
U.S. Trade Activity Picks Up in First Quarter (W)
U.S. Productivity Fell in the First Quarter (W)
American Consumer Comfort Remains Close to a 15-Year High (B)
As U.S. Jobs Move to High Skill, Men Join College at Record Level (B)
Medical Examiners Skip Some Autopsies as Opioid Crisis Mounts (W)

Europe I
Eurozone’s Recovery Broadens (W)
Europe's economy is doing even better than we thought (BI)
Schaeuble Says Euro Area Needs Fiscal Discipline to Be Strong (B)

Europe II
Poll Says Macron Wins Brutal French Debate With Le Pen (B)
France's Macron accuses presidential rival Le Pen of spreading lies (R)
EU Warns Emotions Getting Out of Hand on Brexit (W)
JPMorgan to Move Hundreds of Staff to Three EU Offices on Brexit (B)

China
China’s Push to Stabilize Financial System Leaves Markets in Disarray (W)
China is becoming more cautious with credit — and that's not good for growth (BI)
How China has become America’s equal, as showcased at a Harvard forum (SCMP)

US politics I
House Passes GOP Health-Care Bill (W)
Senate GOP to Snub House Obamacare Repeal Bill and Write Its Own (B)
Legislation Faces Uncertain Senate Prospects (W)
Obamacare Is Still Not Dead Yet (B)
GOP’s Health Plan: Tracking Key Changes One Amendment at a Time (B)
Insurers Signal Big Shifts in State Health Plans (W)
Out-of-Pocket Caps in Employer Plans at Risk (W)
The Balance Sheet for Republicans (W)

US politics II
House Panel Approves Plan to Undo Parts of Dodd-Frank (W)
Trump’s Tax Math Has a Big Problem (B)
Ruled Out: 13 Obama Regulations Rolled Back Under Congressional Review Act (W)
Trump to Ease Restrictions on Religious Groups (W)
Comey's Calculations Favored the GOP (B)
Comey Says It Makes Him ‘Nauseous’ to Think FBI Might Have Impacted Election (B)

Geopolitics
Russia, Turkey and Iran Sign Syria ‘De-Escalation Zone’ Deal (W)
North Korea issued a rare statement attacking China — and China hit back (BI)
Trump’s Plan to Isolate North Korea Faces Trouble—in the South (W)
Trump’s tax cut plan poses a new threat to China (SCMP)
Trump visa crackdown spurs tech moves to Mexico (FT)
Trump to Visit Saudi Arabia, Israel and the Vatican (W)

Industries & companies
Airlines: Global air passenger demand rises 6.8 percent in March: IATA (R)
Autos: As Inventor of Subprime Car Loans Exits, Critics Smell a Lemon (B)
Autos: Tesla is building stores all over the world ahead of the Model 3 launch (BI)
Autos: Musk predicts Tesla will overtake Apple one day (FT)
Autos: VW Is Back and Rolling in Cash—and That Could Be a Problem (W)
Autos: Ferrari Surges to Apple-Like Margins With $2.1 Million Car (B)
Energy: Shell Profit Soars as Oil Sector Bounces Back (W)
Financials: BofA’s Moynihan calls big bank break-up ‘crazy’ (FT)
Financials: HSBC buoyed by higher interest rates (FT)
Financials: State Farm to Displace 4,200 Workers, Shutter 11 Locations (B)
Media: Media Investors Fret About Outlook for Ads, Pay TV (W)
Media: New York Times Co. Reports Rising Digital Profit as Print Advertising Falls (N)
Retail: Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon? (B)
Retail: Why the Retail Crisis Could Be Coming to American Groceries (B)
Tech: Here’s how Apple’s iPhone sales have progressed over the years (BI)
Tech: Apple Plans $1 Billion Manufacturing Fund (W)
Tech: Apple Buys More Company Debt Than World's Biggest Bond Funds (B)

Technology
The Future of Jobs and Jobs Training (Pew)
Bosses believe your work skills will soon be useless (WP)
The Upshot: How to Prepare for an Automated Future (N)

Offbeat
Rich Families Go Solo on Deals, Cutting Private Equity (B)
Obama Unveils Design for Presidential Center in Chicago (W)
Oops! Chinese defense ministry’s PLA poster a big Photoshop fail (SCMP)

May 04 (Thursday)

Markets
No, Five Stocks Are Not Exerting Any Unusual Influence on Market (B)
The Mystery of the Stubbornly-Low Volatility Index Is Deepening (B)
Why Greenspan's Bond Conundrum Looks Like the New Normal (B)
Wall Street Pushes Back on Mnuchin’s Idea of Ultralong Debt (W)

Commodities
Trump's Commodities Rally Is Almost Gone (B)
Coal Country Is Back, Along With Signing Bonuses and Pay Raises (B)
Gold Miners See Super-Sized Stock Moves on Earnings Surprises (B)
Oil Decline Eases as Industry Said to Report Stockpile Plunge (B)

Central banks
Fed Holds Rates Steady, Sees Recent Economic Slowdown as Temporary (W)
Fed Remains on Track for Two More Rate Rises in 2017 (W)
Why Rallying Bank Stocks Should Worry the Fed (W)

US
ADP Reports 177,000 Rise in Private Payrolls (W)
U.S. Service-Sector Activity Accelerated in April (W)
Most U.S. Homes Are Worth Less Than Before the Crash (B)

Europe
Le Pen Against Macron: The French Presidential Debate (W)
Renzi provides cautionary tale for Macron (FT)
Far-Right Vies With Center-Left for German Workers (W)
StanChart picks Frankfurt for post-Brexit subsidiary (FT)

US politics
Trump Says a Shutdown May Be Needed to Get His Priorities Passed (W)
House Passes Spending Bill That Omits Most Trump Priorities (B)
Changes to Health Bill Bring Back Two GOP Holdouts (W)
GOP Struggles to Find Last Few Votes to Pass Obamacare Repeal (B)
Bernanke Questions Strategy and Timing of Trump Tax Cut Plans (B)
What Is Washington Doing to My 401(k) Tax Break? (B)
Comey Defends Handling of Clinton Email Investigation (W)

Geopolitics & trade
Ross Says TPP Could Form Starting Point for U.S. on Nafta Talks (B)
Global Trade Growth Is About to Roll Over (B)
Trump Meets Abbas, Says of Peace: ‘We’ll Get It Done’ (W)

Industries & companies
Airlines: American Airlines Plans to Squeeze You In Even Tighter (B)
Airlines: What Caused an Epic Meltdown at Delta (W)
Autos: Banks Pull Back on Car Loans as Used-Auto Prices Plummet (W)
Autos: A $50,000 Chrysler Minivan Explains Slowing U.S. Auto Sales (B)
Autos: Tesla Bulls Can Exhale as Musk on Time With Dawn of Model 3 Era (B)
Consumer: Kraft Heinz Faces Pressure to Do a Deal as Sales Stagnate (B)
Tech: Qualcomm Said to Seek U.S. Import Ban for iPhones (B)
Tech: Facebook beats with $8 billion revenue and closes in on 2 billion users (BI)
Tech: Facebook's Social Network Fuels Growth as Ad Slowdown Looms (B)
Tech: After Posting of Violent Videos, Facebook Will Add 3,000 Content Monitors (W)

Offbeat
BlackRock Warns It Would Be ‘Folly’ to Ignore Home Capital Woes (B)
Einhorn Says Tesla Investors ‘Hypnotized’ in Dot-Com-Like Bubble (B)

May 03 (Wednesday)

Markets
Wall Street’s small-cap guru: Bull market for smaller stocks has years to run (C)
Investors Pull Almost $7 Billion from Hedge Fund Giant in Four Months (W)
John Paulson’s Fall From Hedge Fund Stardom (N)

Oil
Oil Heads for Lowest Level in More Than Month (B)

Central banks
Fed set to leave interest rates unchanged, may hint at June hike (R)

US
Slumping Car Sales Are Latest Data to Rattle Bets on Growth (W)
Infosys plans to hire 10,000 U.S. workers after Trump targets outsourcing firms (R)
Evidence Is Scant on Tax Cuts for Business Fueling Growth (W)
IRAs Mostly Serve People Who Need Them the Least (W)

Europe
Pledging more austerity, Greece cuts deal with lenders (R)

China
China’s corruption clampdown risks paralysis (FT)
We haven't heard JPMorgan CEO Jamie Dimon go this dark on China in a long time (BI)

US politics
Republicans still short of votes in healthcare battle (R)
GOP Losing Votes on Its Health Bill (W)
U.S. government shutdown possible if Democrats don't act better: Mulvaney (R)
Clinton Blames FBI and Russia for 2016 Loss (B)

Geopolitics
Trump Follows Instincts, Not Establishment, With Overtures to Kim and Duterte (N)
U.S., China talk firmer U.N. response to North Korea's missiles: diplomats (R)
Trump nominee for China ambassador promises firm line on Beijing (R)
Putin, Trump agree to work together on Syria, set up meeting: Kremlin (R)
Putin, Merkel struggle to move past differences in tense meeting (R)
In Palestinian Power Struggle, Hamas Moderates Talk on Israel (N)

Industries & companies
Airlines: U.S. lawmakers eye airline legislation, citing 'terrible' experiences (R)
Autos: Auto Sales Fall for Fourth Straight Month (B)
Health care: Aetna to Pull Back Further From Health Exchanges (W)
Media: Twitter Teams Up With Bloomberg (W)
Tech: Apple Sells Fewer iPhones in Last Quarter, Shares Slide (B)
Tech: Apple Can’t Ignore Microsoft’s Slick New Laptop (B)
Tech: Samsung Gets Green Light to Test Self-Driving Cars (W)

Corporate finance
Global Deal Making Falls to Slowest Pace in 20 Years (W)

Offbeat
Dr. Doom: Trump is the biggest risk in the world (NN)
New York Times columnist Bret Stephens responds to letter from climate scientists: 'I find their reaction odd' (BI)
The big goal for Alexa is a nice, long chat, says Alexa's chief scientist (C)

May 02 (Tuesday)

Markets
Forget sell in May, we're still buying, investment experts say (C)
Wall Street Fear Gauge VIX Sinks to Decade Low (W)

Oil
US shale oil cannot meet the world's growing demand for crude, Chevron CEO warns (C)

China
China’s Credit Slowdown Poses a Threat to Global Growth (W)
Is Chinese Growth Overstated? (FRB-NY)

US politics I
GOP Weighs Longer Term for Red Ink Tied to Tax Cuts (W)
Treasury's Mnuchin: Trump's tax plan eliminates all but two loopholes (C)
Trump Weighs Breaking Up Wall Street Banks, Raising U.S. Gas Tax (B)
Dodd-Frank ‘out of control,’ Trump tells community bankers (MW)
Trump says he is open to increasing US gasoline tax to pay for infrastructure: Report (C)
Details on infrastructure plan to come 'pretty soon,' Transportation secretary says (C)

US politics II
Obamacare replacement bill still doesn't have votes to pass House (C)
Trump Wants Health-Care Bill to Protect Pre-Existing Conditions (B)
Bipartisan Agreement Reached to Fund Government Through September (N)
BlackRock CEO Fink suggests Trump’s personality could be an economic risk (MW)

Geopolitics & terrorism
Trump Says He’d Meet With Kim Jong Un Under Right Circumstances (B)
Hamas softens stance on Israel, drops Muslim Brotherhood link (R)
U.S. issues travel alert for Europe, citing threat of terrorist attacks (R)

Industries & companies
Financials: Goldman Sachs Embraces Banking’s Bland Side: Lending Money (W)
Technology: Chipmaker AMD's server business revenue misses, shares drop (R)
Technology: Apple’s Stock Races Ahead as Investors Bet on New iPhones (N)

Offbeat
J.P. Morgan's Dimon says biggest fear is bad public policy (R)
‘Alt-Left’ Strategist Bannon Isn't Going Anywhere, Trump Says (B)

May 01 (Monday)

Markets
Pros Are Near-Term Bulls But See Recession in ’18 (BR)
All Those Bubble Sightings Turned Out to Be Mirages (B)
Most VIX Analysis Is Outright Nonsense (BR)
Some Cautionary Notes on Smart Beta (BR)
Byron Wien: The Scary Signal of the Bond Market (BR)

European markets
Europe Investors Bid Adieu to Political Jitters, Begin Buying (W)
European Stocks Rise as Fear of Frexit Falls (BR)
Grudging Public Support for Euro Could Hold It Together (W)

Central banks
Fed Expected to Keep Rates Steady (W)

US
Homeownership Ready to Rise After Hitting an All-Time Low (B)
The Rich Are Living Longer and Taking More From Taxpayers (B)

Europe
With the French Run-Off Looming, Macron Still Has a Lot to Learn (B)
Facing election defeat, France's Le Pen flip-flops on euro (R)
EU calls May’s Brexit stance ‘completely unreal’ (FT)
Germany's Schaeuble says Greece has made good reforms progress (R)

Emerging
Iran's leader dismisses Rouhani's detente policy ahead of vote (R)

US politics
Trump celebrates first 100 days, blasts media (R)
How Trump Has Reshaped the Presidency, and How It’s Changed Him, Too (N)
The Trump Tax Plan: The Good, Bad, and Dumb (BR)
Trump’s corner-store tax cut set to aid Wall St (FT)
Banks, Restaurants, MLPs Could Win Under Tax Plan (BR)
Trump could target 'carried interest' tax loophole: official (R)
Trump splits from the GOP and says Trumpcare 2.0 will guarantee pre-existing protections nationwide (BI)

Geopolitics & cybersecurity
Trump hints that the US may be sabotaging North Korea's nuclear program (BI)
Trump Leaves Open Possibility of Military Action Against North Korea (W)
Mexico calls on Trump to reuse TPP deals for Nafta (FT)
Hackers Ran Through Holes in Swift’s Network (W)
Trump just made his most appalling claim about China yet (BI)
U.S.-backed militias claim big advance against IS in Syria's Tabqa (R)

Industries & companies
Autos: Detroit Auto Makers Are Upbeat as Sales Volumes Stall (W)
Financials: US credit card stocks sink to fresh lows (FT)
Industrials: Caterpillar Stock Revs Up (BR)
Technology: Apple’s Cash Hoard Set to Top $250 Billion (W)

Technology
Flying Taxis Will Be More Like Taking the Bus (B)
Tesla just delayed the roll-out of its solar roof — here's everything we know about the project so far (BI)
Here's a visualization of Elon Musk's tunneling project that could change transportation forever (BI)

Offbeat
The 100 Days of 1933: Dangerous and Unwise (BR)
The founder of LinkedIn says too many of us are using the site all wrong (BI)
Stanford top in MBA ranking for jobs in finance (FT)
Avocado Prices Are Skyrocketing (B)

April 2017

April 29 (Saturday)

Stocks
U.S. Stocks End Month Higher, Buoyed by Earnings (W)
Turning point as US earnings recession ends (FT)
The long-term sting in passive investing’s great success (FT)
This Chart Shows How Trump's Stock Market Gains Compare to the Last 13 Presidents
Bull herd nears Europe as US stocks break records (FT)

Bonds
Bond Vigilantes Lie In Wait for Trump's Debt-Swelling Tax Plan (B)
Bond Market Discounts Trump Tax Plan, Bigly (B)

Central banks
Euro Area's Inflation Surge Won't Help Draghi Hold the ECB Line (B)

US
GDP Growth Slowed as Spending by Consumers Lagged (W)
Economic Growth, at 0.7%, Is Weakest in Three Years (W)
Consumer Sentiment Remains High Despite GDP Report (W)
Fatter Paychecks Set to Perk Up U.S. Growth (B)
It’s a Good Time to Trade Your Student Debt for Home Debt (N)

Europe
The Calculated Rise of France’s Emmanuel Macron (W)

US politics
What Trump’s Done—or Undone—for Business in 100 Days (B)
Trump has already signed 78 executive actions — here's what each one does (BI)
Trump Signs Executive Order Easing Offshore-Drilling Regulations (W)
How Trump Wants to Change Your Tax Deductions (W)
Tax Plan Could Turn ‘Everyone and Their Dog’ Into an LLC (B)
GOP Health-Care Push Falls Short (W)
New Plan, Same Hurdle in GOP’s Quest to Gut Obamacare (W)
Congress Passes Stopgap Spending Bill to Avoid Government Shutdown (W)
Larry Fink Says U.S. on Path to 'Exploding' Deficits (B)
Greenspan Says Trump Has a Math Problem With His Budget (B)

Geopolitics & trade
U.S. Presses for Tougher Action on North Korea (W)
Tillerson urges ‘painful’ sanctions on North Korea (B)
North Korea Test-Fires a Ballistic Missile (B)
Draft Nafta order puts US trade partners on notice (FT)
US launches security probe into aluminium imports (FT)

Industries & companies
Airlines: Airlines Will Still Overbook, Even After United Incident (W)
Airlines: United Blunder Prompts Airlines to Throw Cash at Their Problems (B)
Autos: Truck, SUV Sales Power GM’s Profit (W)
Energy: Exxon, Chevron Profit Up in Sign of Strengthening Oil Companies (W)
Financials: Barclays Profit Tumbles on Africa Write-Down (W)
Tech: Qualcomm Warns of Lower Profit as Apple Dispute Bites (W)
Tech: Tech’s Titans Go From Big to Bigger (W)

Offbeat
Meet the People Who Train the Robots (to Do Their Own Jobs) (N)

April 28 (Friday)

Markets
Markets Think Trump Speaks Loudly But Carries No Stick (W)
Stocks reined in by doubts over US tax reform (FT)
Bankers Use Trump Rally to Cash Out (W)
ETFs Are ‘Weapons of Mass Destruction,’ FPA Capital Managers Say (B)

Credit
Why Some Investors Are Betting the High Yield Party Is Over (B)
Behind the 2017 Bond-Market Rally (W)

Oil
Saudi Aramco CEO Says Peak Oil Demand Is a Misleading Theory (B)
Shale revolution casts shadow over longer-dated US oil futures (FT)
Iraq to break with tradition in debut oil auction (FT)

Central banks
Draghi Sees Solid Recovery While Inflation Concern Remains (B)

US
U.S. Durable Orders Edged Up In March (W)
Homeownership Ready to Rise After Hitting an All-Time Low (B)
Fannie and Freddie, Back in the Black (B)
Millennials Will Aspire to Elected Office, Not Startups (B)

Europe
Angry French voters muscle into the picture (FT)
Macron offers patriotic antidote to nationalism (FT)
Merkel warns Britain over Brexit ‘illusions’ (FT)

China
China’s short-term money market rate hits 2-year high (FT)
[China] Venture-Capital Quandary: Too Much Money Chasing Too Few Ideas (W)

US politics
Trump’s ‘Massive’ Tax Plan: One Page, Many Unanswered Questions (B)
CEOs Salivate Over Trump's Tax-Cut Plans, Vague as They May Be (B)
Here's What Wall Street Is Saying About Trump's Tax Plan (B)
On Trump Tax Play, Watch What You Wish for, Drillers Warned (B)
Next Tax Battle: Trump’s Bid to Ax a Favorite Blue State Deduction (W)
Trump Tax Cuts Don’t Solve Tech’s Massive Overseas-Cash Problem (W)
Trump Tax Cut: Pro-Business Or Pro-Scams? (W)
House GOP ‘Struggling to Get to Yes’ on Revived Obamacare Repeal (B)
Obamacare Customers Left Without Options as Insurers Bolt (B)
Loyalists See Course Correction Amid Tumult (W)

Geopolitics & trade
Putin Warns North Korea Situation Has ‘Seriously Deteriorated’ (B)
Trump Says Nafta Partners Persuaded Him to Stay in Trade Pact (W)
Explosion Rocks Damascus Airport (W)

Industries & companies
Airlines: United Reaches Settlement With Passenger Dragged Off Flight (W)
Airlines: Southwest To End Overbooking on Flights By June (W)
Amazon: Amazon Posts Bigger-Than-Expected Increase in Profit (W)
Amazon: Amazon is worth so much because AWS is tech’s true unicorn (MW)
Autos: US car sales slow while Europe picks up (FT)
Autos: Ford’s Profit Falls 35% (W)
Financials: Deutsche Bank Woos Back Clients After Torrid Year (W)
Restaurants: Starbucks slides after a key measure of sales misses expectations (BI)
Tech: Microsoft's quarterly profit rises 27.8 percent (R)
Tech: Google parent Alphabet's profit soars on strong ad sales (R)
Tech: Samsung, Facing Calls for a Shake-Up, Offers ‘Plan B’ (W)
Telecom: Verizon Invests in Self-Driving Car Startup Renovo (W)

Technology
We’re Getting Closer to Mass Production of Bones, Organs, and Implants (B)

Offbeat
Working From Home? Developers Seek to Help (W)
Pentagon Opens Probe Into Flynn’s Foreign Payments (W)

April 27 (Thursday)

Markets
Don't Let ETF Mania Fool You, There Are Plenty of Bearish Bets in U.S. Stocks (B)
In Dot-Com Bubble Time, It's Still Only 1997 for U.S. Equities (B)
Here Are the Markets Moving on Reports That Trump Will Drop Nafta (B)

Oil
Oil rises as US crude stocks retreat for third week (FT)

Europe
Le Pen ambushes Macron at factory gate (FT)
Banks Get Serious About Moving Jobs to Frankfurt on Brexit (B)
Deutsche Bank executive warns UK roles at Brexit risk (FT)

US politics
Trump Tax Plan Sets Deep Changes for Individuals, Firms (W)
White House Unveils Trump’s Opening Tax-Cut Bid (B)
Ryan Says Spending Bill Excludes Key Payments to Health Insurers (W)
Freedom Caucus Endorses Revised GOP Health Bill (B)
Mnuchin: Trump Has 'No Intention' of Releasing Tax Returns (B)

Geopolitics & trade
U.S. Tariffs Pose New Reckoning on Canadian Lumber (W)
China Launches First Domestically Built Aircraft Carrier (W)

Industries & companies
Consumer: From Diapers to Soda, Big Brands Feel Pinch as Consumers Pull Back (W)
Financials: Tax Cut Would Cost BofA, Citi Billions. Here’s Why They Still Win. (W)
Health Care: Anthem Says ACA Payment Loss Could Cause 20% Premium Hike (W)
Materials: U.S. Steel Posts Surprise Loss, Plans Mill Upgrades (W)
Media: Disney's ESPN Said to Cut 100 Jobs This Week Amid TV Woes (B)
Retail: The Hedge Fund Manager Who’s Shorting America’s Malls (W)
Tech: In the Chips: Tech’s Sleeping Giant Becomes a $352 Billion Cash Cow (W)
Tech: Tencent Expands Its Cloud-Computing Services in U.S. (W)
Tech: Twitter Surges After Better-Than-Expected Net User Adds (B)
Tech: Gett Acquires Juno for $200 Million to Challenge Uber (B)

Technology
America’s Rich Get Richer and the Poor Get Replaced by Robots (B)
Amazon adds eyes to AI ears with smart home camera (FT)

Offbeat
Wall Street’s New Problem: When Fund Titans Invest on the Side (W)

April 26 (Wednesday)

Markets
U.S. Stocks Rise, Driven by Earnings (W)
The French Election Made Stocks Great Again (W)
Nasdaq Composite Tops 6000 for First Time (W)
Einhorn's Greenlight Warns of Bubble With Tax Reform Prospects Fading (B)
There's a Huge Disagreement Between Bonds and Stocks (B)
Hasenstab Says Treasuries Are Bubble Set to Burst as Yields Rise (B)

Central banks
Bank of Japan Sends Message: Don’t Expect Higher Rates (W)

US
U.S. New Home Sales Up 5.8% in March (W)
Rising Home Prices Raise Concerns of Overheating (W)
U.S. Consumer Confidence Falls — Conference Board (W)
Where College Seniors Are Falling Short (W)
The U.S. Makes It Easy for Parents to Get College Loans—Repaying Them Is Another Story (W)

Europe
French Election Will Signal Nation’s Commitment to Economic Overhauls (W)
Marine Le Pen’s Bid to Lead France Hinges on Low Turnout (W)

China
China Markets Reel as $1.7 Trillion in Shadow Funds Unwinds (B)
China Markets Stress Hits Bonds (W)

US politics
Trump to Seek 15% Tax Rate on Owner-Operated Firms (W)
Trump Seems to Retreat on Shutdown, But Secret Spending Bill Still Looms (B)
Americans’ Dissatisfaction With Paul Ryan, Congress Is Growing (W)
Flynn's Secret Foreign Ties May Have Broken Law, Chairman Says (B)

Geopolitics
Trudeau’s Reward for Courting Trump Is a Trade War on Lumber (B)
Ross Says U.S. Would Welcome New Canadian Lumber Proposal (B)
Russian hackers targeting Macron, say cyber experts (FT)
North Korea Sanctions Unevenly Enforced, U.S. Says (W)
Ivanka Trump Gets Cool Reception in Berlin (W)

Industries & companies
Consumer: Coke to Cut 20% of Corporate Staff as It Battles Soda Slump (W)
Energy: The Electric-Car Boom Is So Real Even Oil Companies Say It's Coming (B)
Energy: Liquefied Natural Gas Is All the Rage in the Trump Administration (B)
Industrials: Caterpillar Turns Corner, Boosts Outlook (W)
Media: Netflix Secures Portal Into China via Baidu-Unit Deal (W)
Pharma: Corporate Feud Exposes Big Profits on Drug Sales (W)
Retail: Retailers’ Call Centers Bring Life to Dead Mall Space (W)
Tech: Google Retools Search Engine to Demote Hoaxes, Fake News (W)
Tech: Apple Car Races to Catch Up (W)
Telecom: Verizon, AT&T in Billion-Dollar Bidding War for 5G Spectrum (W)

Technology
Uber Plans to Test Flying Cars Within Three Years (W)

April 25 (Tuesday)

Markets
Markets Surge After French Election Result (B)
US bank stocks are soaring on French election relief (C)
European Stocks Aren’t as Cheap as They Look (W)

Oil
Oil slips on OPEC cut extension doubts, Russia output worries (R)
Oil Slides on Signs of Oversupply (W)

US
Homes are flying off fast this spring in the 'strongest seller's market ever' (C)

Europe
German business morale near 6-year high, defies political uncertainty (R)
French election looks like another setback for Europe's left (C)
EU Leader Sides With Macron in French Vote (W)
Italian Politics Could Still Derail Markets (W)

US politics
Trump Orders Plan to Cut Corporate Tax Rate to 15% (W)
Trump Advisers Set to Discuss Tax Plan With Top Republicans (B)
Trump's plan for the 'biggest tax cut we've ever had' is already looking like it could be messy (BI)
Trump’s Plan Can Cut Taxes, But Only Temporarily (B)
White House says vote on healthcare plan may not come for weeks (R)
Trump’s Wall Demands May Decide Whether 100th Day Is a Shutdown (B)

Geopolitics
Entire Senate to attend North Korea briefing (R)
China’s Xi Urges Trump to Be Cautious Over North Korea (W)
Top U.S. general in Afghanistan sees Russia sending weapons to Taliban (R)

Industries & companies
Amazon: Amazon Crashes Digital Gate (B)
Autos: The Electric Car Revolution Tesla Began Faces Its Biggest Test (B)
Autos: Tesla’s big Model 3 bet rides on risky assembly line strategy (R)
Autos: Tesla to Double Number of EV Chargers at Stations (W)
Financials: Wall Street mystery solved: Why Goldman whiffed on earnings (C)
Pharma: Bleak Outlook for Big Drug Makers (W)

Technology
The newest flying car is backed by Larry Page — and you can buy it by the end of the year (BI)
Apple Hires Rocket Scientists as It Tries to Catch Up in Driverless Cars (W)
Apple Signals Interest in Self-Driving Software (W)
Amazon Forms Team to Harness Driverless Tech (W)
Jack Ma Sees Decades of Pain as Internet Upends Old Economy (B)

Offbeat
What Earth would look like if the ice melted (BI)

April 24 (Monday)

Markets
Trump’s announcement on tax cuts may rekindle the stock-market rally (MW)
Stocks Unlikely to Plunge if U.S. Government Shuts Down (BR)
Another Year of Double-Digit Gains (BR)
Paul Tudor Jones Says U.S. Stocks Should ‘Terrify’ Janet Yellen (B)
Legendary investor Prechter awaits a ‘depression-type’ shock in the U.S. (MW)
China’s Stock Markets Dive in Anti-Speculation Drive (W)

Central banks
Draghi Seen Choosing Faster QE Exit If French Hurdle Cleared (B)
ECB Stands Ready to Support Banks If Needed After France Vote (B)

IMF
Geopolitical Concerns Dominate IMF, World Bank Talks (W)
Mnuchin Urges IMF to Bolster Oversight of Currency, Trade Policies (W)

US
Ryan Tells Colleagues House Will Act in Time to Avoid Shutdown (B)
White House Appears Ready to Go to the Mat for Its Border Wall (B)
Tax Expenditures: The Hidden Side of Federal Spending (BR)
Top Economist Finds Small U.S. Cities Thriving (BR)
Northern New England’s Good Jobless Numbers? They’re Bad (W)

Europe
Europe's populist wave stalls as Macron storms into French runoff (R)
EU Takes Encouragement From Macron, Le Pen Election Outcome (W)
May's Conservatives on course for sweeping British election victory (R)
I.M.F. Torn Over Whether to Bail Out Greece Once Again (N)

Emerging
Flood of Dollar Debt Could Come Back to Haunt Emerging Economies (W)
German conservatives urge end to EU-Turkey talks after pro-Erdogan vote (R)
Mexico's unrelenting violence is climbing to new highs (BI)

US politics
Trump Vows to Unveil Tax-Cut Plan Next Week, Surprising Staff (N)
Mulvaney Says Trump Tax Plan Details Won't Be Ready Until June (B)
Timing of Tax Plan’s Release Is in Dispute (W)
Trump Plan Said Unlikely to Back Ryan’s Border-Adjusted Tax (B)
Trump Puts Two Dodd-Frank Powers on Hold in Symbolic Move (W)
Mnuchin Sweetens America First as Chance for Better World Growth (B)
At a ‘Unity’ Stop in Nebraska, Democrats Find Anything But (N)

Geopolitics & trade
Pence Says China Has Power to Calm Korean Peninsula (W)
Japan: TPP Would Be Better Than U.S. Bilateral Trade Pact (W)
US reopens door to reviving EU trade talks (FT)
Smoot-Hawley Tariff: A Bad Law, Badly Timed (BR)

Industries & companies
Consumer: A Band-Aid for J&J (BR)
Financials: Deutsche Bank Is First Bank Busted for Breaking Volcker Rule (B)
Financials: It’s Time to Put Some Money Into Banks (BR)
Industrials: Alcoa’s Split Is a Hit in the Market (BR)
Retail: Stores are closing at an epic pace (NN)
Retail: Brick-and-Mortar Stores Are Shuttering at a Record Pace (W)
Retail: Three Hard Lessons the Internet Is Teaching Traditional Stores (W)
Tech: Facebook’s Augmented Reality for Stock Prices (BR)
Wireless: Spotlight on AT&T’s Media Strategy as Wireless Loses Luster (W)

Offbeat
Robert Taylor Nurtured Computer Visionaries (W)
How a Melting Arctic Changes Everything (B)
American Poets, Refusing to Go Gentle, Rage Against the Right (N)

April 22 (Saturday)

Markets
US equities the boldest contrarian trade right now (FT)
Investors Unmoved by Auto Results (W)
France’s Two-Round Vote Spells Period of Volatility for Markets (W)

Oil
Oil Falls Below $50 as Surging U.S. Output Undermines OPEC Cuts (B)

Central banks
Fed's Fischer Says Two More 2017 Hikes Still Feels Right (B)
Fed Intensifies Balance-Sheet Discussions With Market Players (B)
The Fed must be clearer on its balance sheet plan (FT)

Global
Global economy: Spring breaks through a political storm (FT)

US
Sales of Existing U.S. Homes Rise to Fastest Pace in a Decade (B)
Ritholtz: Be Smart When You Compare Reagan's Economy to Obama's (B)

Europe
EU watches French vote with bated breath (FT)
French Presidential Candidates Take Positions on Attack (W)
French electorate bewildered by campaign twists (FT)
Why Le Pen is the choice of ‘unhappy France’ (FT)
France Fires Up Eurozone Economy Ahead of Presidential Poll (W)

China
China Should Open Service Sector to Boost Trade Flows, IMF Says (B)

US politics I
Trump says he plans tax reform announcement on Wednesday (R)
White House Banks On Sweeping Tax Plan (W)
Need Revenue? Try Slashing the Capital Gains Tax Rate (W)
Squabbles that sank health plan once could do it again (R)
In ‘Buy American’ Push, Trump Is Starting in a Hole (W)
Border Lawmakers Balk at Trump’s Wall Request (W)

US politics II
Trump To Put Two Dodd-Frank Powers on Hold in Symbolic Move (W)
Banks and Borrowers Are Waiting on Washington (W)
Too Many Questions on Too Big to Fail (W)
Fannie-Freddie Overhaul Is 'Very Important' Goal, Mnuchin Says (B)

Geopolitics & trade
U.S. Denies Exxon Bid for Waiver on Russia Sanctions (W)
In China, U.S. Steel Move Is Seen as Self-Destructive (W)
China’s Secret Weapon in South Korea Missile Fight: Hackers (W)
U.S. Defense Chief Mattis: ‘No Doubt’ Syrian Regime Has Chemical Weapons (W)

Industries & companies
Airlines: Airlines Bolster First Class, Skimp on Economy (W)
Autos: Ford CEO reveals his company’s plan to get cars to hit 54 miles per gallon by 2025 (BI)
Autos: In Japan, Technology Helps Seniors Hit the Brakes, Not the Gas (W)
Retail: Bebe to Close All Stores (W)
Retail: U.S. Retailers Face Growing Hostility From Suppliers (B)
Retail: Desperate Malls Turn to Concerts and Food Trucks (B)
Tech: Galaxy S8 Complaints Throw Shade on Samsung’s U.S. Launch (W)

Offbeat
‘It is lonely at times’: The power of Princess Kate and the royal family’s vulnerability (WP)
Musk Lays Out Plans to Meld Brains and Computers (W)

April 21 (Friday)

Markets
Stocks Gain on Upbeat Earnings (W)
U.S. Stocks Jump on Tax Bets as Treasuries Slump: Markets Wrap (B)
Rattled Investors Seek Shelter Amid Global Tensions (W)
China bond party attracts few takers (FT)

Central banks
The Fed's Sticking to Its Rate-Hike Plan Despite Soft Patch (B)
Trump Signals Provide Comfort to Central Bankers, Finance Ministers (W)
Governor Jerome H. Powel Speech (FRB)

IMF
World Economic Outlook April 2017

US
YRI Press: Bank lending is rolling over, giving economists some 'hard' data to worry about (C)
The Changing Economics and Demographics of Young Adulthood From 1975 to 2016 (Census)
A Quarter of Millennials Who Live at Home Don’t Work — or Study (B)
Millennials aren’t job-hopping any faster than Generation X did (Pew)
U.S. Farmers, Who Once Fed the World, Are Overtaken by New Powers (W)

Europe
French campaign reaches climax with all to play for (FT)
Le Pen Rise Before French Vote Fueled by Industrial Malaise (W)

US politics
Mnuchin Says Tax Overhaul Plan Will Still Happen by Year's End (B)
White House, GOP Leaders at Odds Over Obamacare Vote Plans (B)
Insurers Offer Early Sign of ACA Exchange Plans for 2018 (W)
Democrats Reload for Georgia Runoff, But Party Divisions Remain (W)

Geopolitics & terrorism
Trump Launches National-Security Probe on Steel Imports (W)
Trump moves towards imposing steel import tariffs (FT)
South Korea Tells Trump It Has Never Been Part of China (B)
Paris Police Say Officer and Attacker Shot, Killed (B)

Industries & companies
Autos: Tesla Recalls 53,000 Cars to Replace Faulty Parking Brakes (B)
Autos: Tesla Sued Over ‘Dangerously Defective’ Autopilot Software (B)
Financials: BlackRock’s AUM tops $5.4tn for first time amid record ETF flows (FT)
Industrials: GM Ceases Venezuela Operations After Plant Is Seized (W)
Retail: Wal-Mart Steps Up Price War, Boosts Pressure on Big Grocers (W)
Wireless: Verizon Loses Core Wireless Customers For First Time (W)

Offbeat
Robots are pretty bad at value investing (BI)

April 20 (Thursday)

Markets
Big-money investors haven't hated US stocks this much since the financial crisis (BI)
Who is buying all these ETFs? Increasingly, it’s mutual-fund managers (MW)
Trump 'absolutely not' trying to talk down dollar: Mnuchin (R)

Oil
OPEC Chief Sees Oil Producers Closer to Re-Balancing Market (B)
Oil slides toward $50 after spike in stockpiles (FT)
Citi Sees Oil Surging $10 as OPEC Combats Roaring U.S. Shale (B)

Credit
Japan’s 10-year bond yield falls below zero (FT)
Muni Bonds See Record-Setting Winning Streak (B)
Does the market have the appetite for ultra-long bonds? Treasury wants to know (MW)

IMF
IMF urges countries to use fiscal policy wisely amid uncertainty (R)
IMF says Trump corporate tax cuts could lead to financial risk-taking (R)
IMF Warns High Corporate Debt Could Threaten Financial Stability (W)

Central banks
Markets Start to Ponder the $13 Trillion Asset Gorilla in the Room (B)
Fischer Says Foreign Economies Better Able to Handle Fed Hikes (B) | Speech
Fed June Hike Odds Below 50% on Inflation Expectations (B)

US
Fed Beige Book: Modest Wage Growth Is Broadening (W) | The Beige Book
Surprise: The Economy Isn’t Heating Up (W)
Larry Fink: ‘Warning Signs Are Getting Darker’ for the U.S. Economy (B)

Europe
Mainstream European Leaders Try New Election Tactic: Full Embrace of the EU (W)
French Election Shocker: Pollsters Baffled by Four-Way Race (B)
Macron clings on to lead in tense French election race (R)
Britain's May calls on parliament to back snap election plan (R)
Theresa May is a tactical genius — the snap election locks Labour into an impossible dilemma (BI)

China
China's $8.5 Trillion Shadow Bank Industry Is Back in Full Swing (B)
As Zeal for China Dims, Global Companies Complain More Boldly (N)

US politics
Trump signs ‘Buy American, Hire American’ order (FT)
Interview with Steven Mnuchin: Transcript (FT)
Runoff likely in much-watched Georgia congressional race (R)
Here's Gorman's Wish List for Changes to U.S. Bank Regulations (B)
New book suggests Hillary Clinton blamed everyone but herself for her humiliating defeat to Trump (BI)

Geopolitics
U.S. says Iran complies with nuke deal but orders review on lifting sanctions (R)
PENCE WARNS NORTH KOREA: 'The sword stands ready' (BI)
As Trump warned North Korea, his 'armada' was headed toward Australia (R)
White House Says It Didn’t Mislead With Ship Location (W)
Xi Jinping restructures military, consolidates control (R)

Industries & companies
Energy: Exxon Seeks U.S. Waiver to Resume Russia Oil Venture (W)
Financials: Fidelity predicts wave of M&As among asset managers (FT)
Financials: Morgan Stanley Trades Its Way Past Goldman (W)
Financials: BlackRock Managed Assets Continue to Rise (W)
Financials: American Express Revenue Beats Estimates After Marketing Push (B)
Tech: Big Blue's big miss (R)
Tech: Mark Zuckerberg Sees Augmented Reality Ecosystem in Facebook (N)
Tech: Alphabet to help researchers predict disease (FT)

Offbeat
Bill O’Reilly Is Out at Fox News (W)

April 19 (Wednesday)

Stocks & bonds
Defensive Stocks Are Getting Expensive Even With an Economy That's Doing Fine (B)
Follow $17 Trillion of Fund Money to See Reflation Trade Retreat (B)
Hunt of PGIM Says Bet on China, Europe Rather Than Trump Meeting Targets (B)
Treasurys Rebound on Political Uncertainty (W)
Market indicators to watch in France’s election (FT)
IMF Boosts Global Growth Forecast to 3.5% Despite Geopolitical Angst (W)

Commodities & currencies
Industrial Metals Are Diving (B)
Iron Ore Ignores China Data, Index as Decline Accelerates (B)
Beware the Rally in Emerging-Market Currencies (B)

Central banks
Fed’s George Says Continuing With Rate Rises Is ‘Necessary’ (W)
Expected Fed Pick on Collision Course With Current Members on Rates (W)

US
U.S. Housing Starts Fell 6.8% in March (W)
US inflation expectations at lowest levels for 2017 (FT)
Young White America Is Haunted by a Crisis of Despair (B)
Group of Addiction Experts, Insurers Unites to Combat Opioid Abuse (W)

Europe
May calls snap poll to strengthen Brexit hand (FT)
Le Pen steps up anti-immigration rhetoric (FT)
Leadership feuds threaten Germany’s populists (FT)

China
Missing Billionaire Has Ties to China’s Military (W)

Emerging
Observers Question Result of Turkish Referendum (W)

US politics
Trump Takes Aim at Tech Outsourcing (B)
Trump to Boost ‘Buy American,’ ‘Hire American’ Directives (W)
H-1B Applications Drop as U.S. Employers Anticipate Reforms (B)
Health Insurers Scramble to Price Plans as Policy Seesaws (W)
Georgia Votes in Critical House Race Seen as Part of Trump Referendum (W)
Trump Resumes Early-Morning Twitter Attacks (W)
Mnuchin sets out Trump administration’s softer side (FT)
Eric Trump Says Presidency Is Bad for Business (W)

Geopolitics & terrorism
U.S. Jet Fighters Intercepted Russian Bombers Near Alaska (W)
Pence Reaffirms U.S.-Japan Alliance Amid North Korea Provocations (W)
Men Accused of Plotting Attack in France Pledged Allegiance to ISIS (W)
French find arms, bomb equipment and Isis flag in Marseille (FT)

Industries & companies
Airlines: United Airlines Says Corporate Clients Seek Policy Fixes (W)
Autos: Volkswagen earnings beat market expectations (FT)
Financials: No Joy for Goldman, Its Mighty Traders Strike Out (W)
Financials: Goldman, BofA Cash In on a Leveraged-Loan Frenzy Like No Other (B)
Media: Netflix’s Subscriber Growth Slows at Home and Abroad (W)
Retail: Malls Deploy Technology to Lure—and Keep—Shoppers (W)
Tech: Facebook’s Zuckerberg Sets His Sights on Augmented Reality (W)

Corporate finance
Verizon's CEO Is Open to Deal Talks, From Comcast to Disney (B)

Offbeat
Hollywood’s New Script: You Can’t Make Movies Without China (W)

April 18 (Tuesday)

Markets
U.S. Stocks Climb as Earnings Season Ramps Up (W)
This Is a Risky Time to Own Emerging Markets (W)
Investors Pile Into Risky Chinese Debt (W)
Gold Seen Climbing on Weak Dollar, Global Political Tension (B)

North America
The retail apocalypse is creating a 'rolling crisis' that is rippling through the US economy (BI)
Homebuilder Sentiment in U.S. Cools From Almost 12-Year High (B)
Canada Is the G-7’s Surprise Growth Leader, For Now (B)

Europe
Will the French election shake the euro? (FT)
Far-left veteran Melenchon draws big crowd as French election enters final straight (R)
EU Investigates How Its Cash Is Being Used by Its Critics (W)

China
China Roars Back to Lift Global Outlook as U.S. Consumer Weakens (B)
China’s Economy Accelerates as Retail, Investment Pick Up (B)
Behind China’s Pickup in Growth: the Strong Hand of the State (W)
China’s Economy Grows 6.9%, but Warning Signs Persist (N)

Turkey
Erdogan Claims Vast Powers in Turkey After Narrow Victory in Referendum (N)
Monitors criticize Turkey referendum; Erdogan denounces 'crusader mentality' (R)
Turkish Opposition Plans Challenge to Results (W)

US politics
Treasury Secretary Mnuchin admits Trump's next big economic promise will take longer than expected (BI)
Trump’s Renewed Focus on Health Bill Vexes GOP Tax Strategy (W)
US admits tax reforms will be hit by healthcare blow (FT)
Obamacare's Insurers Struggle for Stability (B)
Donald Trump Criticizes Democrat in Georgia House Race (W)
Exxon and Shell Join Ivanka Trump to Defend Paris Climate Accord (B)

Geopolitics
US warns of 'significant international response' if North Korea conducts another nuclear test (BI)
Trump Is Willing to Consider a Sudden Strike on North Korea (B)
Pence warns North Korea of U.S. resolve shown in Syria, Afghan strikes (R)
A ‘Cuban Missile Crisis in Slow Motion’ in North Korea (N)
U.S. Pressures China to Act on North Korea (B)
Trump Ties China Currency Decision to Help With North Korea (B)
Trump Is Finding China’s Blind Spot on North Korea (W)
In Japan talks, Pence to seek market access, investment (R)

Industries & companies
Airlines: United Airlines beats on earnings and sales (BI)
Amazon: Amazon's NFL Deal Includes $30 Million in Free Marketing (B)
Autos: What Is Tesla Really Worth? (W)
Manufacturing: Boeing to Dismiss Hundreds of Engineers Amid Sales Slowdown (B)
Media: Netflix Falls Short on Users Without a ‘House of Cards’-Size Hit (B)
Tech: Google Makes Nevada Land Grab for Data Center (W)

Corporate finance
Cloudera IPO Terms Point to Potential $1.79 Billion Valuation (W)
Ant Financial Raises Bid for MoneyGram to $1.2 Billion (W)
The Activist Battle That Felled Arconic’s Kleinfeld (W)

Offbeat
Robots May Help Build Your Next Home and Fill the Labor Gap (B)

April 17 (Monday)

Markets
A New Dawn for Active Investment Managers? (BR)
JPMorgan Is Watching for Treasury Yields to Break Out, One Way or the Other (B)
Commodities in Your Portfolio? It’s All Hogwash, Says Wall Street Dissenter (W)
ETFs Show Limits in World of Emerging-Market Bonds (W)
Calpers Is Sick Of Paying Too Much For Private Equity (W)

Central banks
YRI Press: The Great Unwinding: What Happens To Treasury Yields When The Fed Trims Its Balance Sheet? (BR)
Bond Investors: Don’t Panic as Fed Cuts Balance Sheet (BR)
Fed Tightening May Not Require Many Rate Hikes (BR)
Fed Puts Together Plan to Unwind Securities Portfolio (W)

Global
Global economic recovery ‘broad-based and stable’ (FT)
IMF warnings of US protectionism ‘rubbish’, says Ross (FT)

US
Economic Gains Elusive Despite Strong Confidence (W)
Here's Why Robust Job Market Isn't Producing Better Pay (B)
Builders Bet Tiny Apartments Will Lure Renters (W)

Europe
How a Scrappy Newspaper Is Roiling the French Election (W)

China
Informal Lending in China Ramped Up in March (W)

Japan
A $165 Billion Manager Says the Japanese Stock Gloom Is Overdone (B)

US politics
Trump's big shifts come at a dizzying pace (BI)
Trump to Speak at NRA Forum, First President to Do So Since 1983 (B)
White House to Keep Its Visitor Logs Secret (N)
Cohn's Goldman Sachs Shares Sold While He Touted Financial Overhaul (B)
Lee Cooperman's Omega on Trump administration (BI)

Geopolitics
North Korea Likely Conducted Failed Missile Test, South Korea Says (B)
North Korea Missile Launches, Nuclear Detonations: Timeline (B)
McMaster: North Korea’s Behavior ‘Can’t Continue’ (W)
China Warns of ‘Storm Clouds Gathering’ in U.S.-North Korea Standoff (N)
Trump Ties China Currency Decision to Help With North Korea (B)

Industries & companies
Airlines: Lawyer Battling United Airlines: Plain-Spoken, Affable, Media-Savvy (W)
Media: Will Comcast Really Cut the Cord? (W)
Pharma: As Drug Prices Fall, These Stocks Could Rise (BR)

Offbeat
As millions watch via webcam, giraffe gives birth in New York zoo (R)

April 15 (Saturday)

Oil
Saudi Aramco chief warns of looming oil shortage (FT)

Central banks
Falling Inflation, Retail Sales Bolster Fed's Go-Slow Approach (B)
The Fed Is Watching Wall Street (B)
Trump warms up to Janet Yellen. Really? (NN)

US economy
Retail Sales Declined for a Second Month in March (B)
Fall in US consumer prices dents ‘Trumpflation’ hopes (FT)

Europe
French presidential race tightens further as vote looms (R)
Le Pen Ready to Be ‘Crucified’ for France as She Slides in Polls (B)

Emerging
Asia Becomes Bright Spot in Global Trade as Exports Rebound (W)
China's economic picture brightens as trade beats forecasts, Trump softens tone (R)

US politics
Trump's Morphed From Spy Agency Critic to Fan, CIA's Pompeo Says (B)
U.S. Urges China to Open Trade After Sparing It Manipulator Tag (B)
Trump's Policies and Jibes Suggest Bannon's Star Is Fading (B)
Separate mothers and children: How a Trump threat deterred illegal migrants (R)
Trump's top economic adviser says Washington is a 's---show' (BI)
U.S. Treasury Declines to Label Any Country a Currency Manipulator (W)
For Trump, a Steep Learning Curve Leads to Policy Reversals (N)
Trump Threatens Health Subsidies to Force Democrats to Bargain (N)

Geopolitics & trade
Pentagon taking steps to secure US cyber infrastructure from attacks as war looms with North Korea (BI)
China Warns of War Risk as Trump Rattles Saber at North Korea (B)
U.S. Raid Against IS Killed 36 With Biggest Non-Nuclear Bomb (B)
Russia Says Evidence Growing Syria Chemical Attack Was Staged (B)
China says North Korea tensions must be stopped (R)
China's dilemma over North Korea on show at border (R)
Here's what's going on with Chinese troop movements on North Korea's border (BI)

Offbeat
Here Are the Secrets to the Insane Car Scenes in Fate of the Furious (B)
As Solar-Panel Prices Fall, Leasing Model Loses Market Share (W)

April 14 (Friday)

Markets
Stocks Fall as Bonds Extend Rally (W)
Geopolitical risks will cause markets to bend before they break (FT)
These Assets Would Benefit From a Weaker Dollar (B)
Dollar finds support after hit from Trump rhetoric (FT)

Oil
IEA says global oil market ‘very close’ to reaching a balance (FT)

US
U.S. Producer Prices Down 0.1% in March (W)
U.S. Consumer Sentiment Climbs on Upbeat Assessment of Economy (B)
Forecasters Lower Growth Outlook as Hopes for Quick Stimulus Fade (W)

China
China’s Gamble: How a Crusade to Prop Up the Yuan Imperils Other Pressing Mandates (W)

Emerging
Brazilian President Michel Temer Allegedly Linked to $40 Million Bribe (W)

US politics
The astonishing reinvention of Donald Trump (FT)
Trump Threatens to Withhold Payments to Insurers to Press Democrats on Health Bill (W)

Geopolitics & terrorism
U.S. Drops Its Largest Nonnuclear Bomb on ISIS Tunnel Complex in Afghanistan (W)
How much the MOAB 'mother of all bombs' costs (BI)
Syrian president Assad accuses US of fabricating reports of chemical attack (FT)

Industries & companies
Airlines: United Promises Refunds After Man Dragged From Flight (W)
Airlines: Boeing’s Largest 737 Max Takes Flight (B)
Autos: Musk Lays Out Timeline for Tesla Semi Truck, Electric Pickup (B)
Financials: Wall Street Banks Are Beating Main Street Banks at the Start of the Trump Era (B)
Financials: Loan Growth Slowdown Hurts Some Banks More than Others (W)
Financials: Big US banks defy calls they should be broken up (FT)
Financials: J.P. Morgan’s Earnings Climb, Boosted by Bond Trading (W)
Financials: Jamie Dimon on mortgage market (BI)
Financials: Citigroup Profits Jump 17%, Rising Rates Boost Bond Trading (W)
Financials: Wells Fargo Results: High Costs, Weak Mortgage Results Keep Profit in Check (W)
Financials: AIG's board denies CEO 2016 cash bonus after dismal earnings (R)
Media: Netflix scorecard to test mettle of tech rally (R)
Retail: J.C. Penney Delays Plan to Close Stores After Sales Pick Up (B)
Tech: Samsung’s Galaxy S8 Gets Strong Orders Ahead of Debut (W)
Tech: Toshiba Puts Temporary Hold on Memory Chip Sale Process (B)

Technology
Society ‘flying blind’ over robots’ impact on jobs (FT)

Offbeat
One of Saturn’s Moons Has Potential for Life (B)

April 13 (Thursday)

Markets
Financial Stocks Drop Ahead of Bank Earnings Season (W)
Trump Says Dollar ‘Getting Too Strong,’ Won’t Label China Currency Manipulator (W)
Wall Street Rout: Indexes Beat Stockpickers 92% of the Time (W)
Weird Thing Happening to Global Profit Estimates: They're Rising (B)

Central banks
Trump Says He's Open to Renominating Yellen at Fed, WSJ Says (B)

IMF
IMF Hails Global Momentum, Warns of Protectionism (W)
World Economic Outlook, April 2017 (IMF)

US
U.S. Budget Gap Reaches $176.2 Billion in March: Treasury (W)
Inflation Is Back, But Don’t Worry (W)

Europe
EU Threatens Hungary With Legal Action (W)
Forget France, Italy May Be Markets’ Big Risk (W)

China
Higher Yields Damp China’s Corporate Bond Market (W)

Geopolitics & trade
Trump Says NATO Allies Must Meet Defense Spending Obligation (B)
Trump Offered China Better Trade Terms for Help on North Korea (W)
Trump labels North Korea ‘menace’ after phone call with Xi (FT)
US and Russia try to tackle ‘low trust’ over Syria (FT)
Tillerson Says Russia Ties at Low Point After Putin Meeting (W)
Trump Taps Another Trade Hawk, Invokes New Import Penalties (W)

Industries & companies
Airlines: Delta upbeat on outlook despite higher fuel costs (FT)
Airlines: Delta Is Reviewing Its $14 Billion Wide-Body Jet Deal With Airbus (B)
Airlines: United Says It Won’t Use Police to Remove Paid Passengers (W)
Amazon: Bezos Discusses How He Keeps Amazon in Startup Mode (W)
Autos: GM Idling Truck, SUV Factories 10 Weeks to Retool for New Models (B)

Technology
Bezos Says Artificial Intelligence to Fuel Amazon's Success (B)
How Technology Liberates Human Capital (W)

Offbeat
For Real Innovation, Try a Desktop PC (W)
People Love Talking About Bitcoin More Than Using It (W)

April 12 (Wednesday)

Markets
Gold, Yen Climb to 5-Month Highs as Refuges Sought (B)
Stretched valuations warning is key for US earnings (FT)
DALIO: There's not going to be another 2008-style crash, but there will be 'a gradual noose tightening' (BI)
Top Mexico Stock-Picker Says Country's Benchmark Gauge Expensive (B)

Central banks
Yellen Says Era of Stimulative Monetary Policy Is Ending (W) | Video

US
Hiring and Quitting Rates Show No Signs of Renewed Labor Market Vigor (W)
U.S. job openings rise to seven-month high in February (R)
If Everyone Is So Confident, Why Aren’t They Borrowing? (W)
Sorry America, Your Taxes Aren’t High (B)
Why the U.S. Overtaxes Labor (B)
Coming to America: How Immigration Policy Has Changed the U.S. (W)

Europe
Investors Dump French Assets as Presidential Race Opens Up (W)
Banks Stick to Market-Friendly Scenario for French Elections (B)
France’s Volatile Presidential Race Puts Far-Left Crusader in the Mix (W)
The French town that shows how Le Pen could win (FT)
Setting Up in Euro Area After Brexit? Do It Right, ECB Says (B)

China
China Is Playing a $9 Trillion Game of Chicken With Savers (B)
China Powers Up in Biotech (W)
China Moves to Further Tighten Regulation of Digital Information (W)

US politics
Fitch changes its mind: Trump isn't a threat to the world economy after all (C)
Trump says he’s still thinking about scrapping Dodd-Frank law (MW)
Fight Looms Over Planned Rollback of Net-Neutrality Rules (W)
Newly Energized Liberals Pour Record Effort Into Local Races (W)

Geopolitics & trade
Trump Issues New Warning to North Korea (W)
North Korea state media warns of nuclear strike if provoked (R)
Seoul Plays Down Possibility of Pre-Emptive U.S. Strike on North Korea (W)
Syria Clearly to Blame in Chemical Attack on Town, U.S. Says (B)
White House Says Russia Tried to Cover Up Syrian Chemical Attack (W)
Tillerson Says Russia Should Give Up ‘Unreliable Partner’ Assad (B)
U.S. Unlikely to Tag China Currency Manipulator, Schwarzman Says (B)
Trump Promises ‘Pleasant Surprises’ on Nafta in Session With CEOs (W)

Industries & companies
Airlines: United Struggles to Extinguish Social Media Firestorm (B)
Autos: Tesla's Valuation Is ‘Inexplicable’: AutoNation CEO (B)
Energy: The Oil Giant Hidden in the World’s Biggest Mining Outfit (B)
Financials: Goldman Sachs wants to become the Google of Wall Street (BI)
Media: Casinos Get Into the Esports Game (W)
Media: Facebook has reached its Microsoft Bing moment, and history shows the results won't be pretty (C)
Pharma: Mylan Gets FDA Warning on Drug Quality at Factory in India (B)
Retail: 'The dominoes are starting to fall': Retailers are going bankrupt at a staggering rate (BI)
Tech: Microsoft Opens Store in ‘Minecraft’ to Outside Sellers (W)

Corporate finance
KKR Among Lyft Investors at $7.5 Billion Valuation for Startup (B)
Toshiba Says It May Be Unable to Stay in Business (W)
Gymboree Prepares to File for Bankruptcy Ahead of Debt Payment (B)

Offbeat
In Graying Japan, Caregiving Concerns Drive Some Families to Murder (W)
Elon Musk Has an Awkward Problem at Tesla: Employee Parking (W)

April 11 (Tuesday)

Markets
Contrarian Oppenheimer Call Says Ditch European Stocks for U.S. (B)
U.S. Steelmakers Press Their Luck With Price Increases (W)
Junk-Bond Investors Can't Make Up Their Mind About Oil Prices (B)
Should the Social Security Trust Fund Invest in Stocks? (W)

Central banks
This Is What Dimon and Kashkari Are Really Fighting About (B)

US
Conference Board Employment Trends Index Rose in March (W)

Europe
Merkel seeks to strengthen EU’s liberal voice (FT)
France’s wealth tax divides presidential candidates (FT)
Le Pen Calls Multiculturalism a Weapon for Islamic Extremists (B)
Le Pen opponents seize on Jewish round-up ‘insult’ (FT)

Japan
Japan’s population set to fall to 88m by 2065 (FT)

US politics
In Trump's White House, Family Comes First (B)
Five Big Players Steer Trump’s Foreign Policy Toward Mainstream (W)
White House Plays Down Rifts Among Top Staff (W)

Geopolitics & trade
U.S. Reroutes Warships Toward Korean Peninsula in Show of Force (N)
U.S. Hints at Tougher Stance on Syria (W)
White House Warns Syrian Use of Barrel Bombs Could Trigger Response (W)
Putin Has Eastern Europe Hearing Trump's Call to Arms (B)
Global Finance Institutions Go to Bat for WTO (W)

Industries & companies
Airlines: United in social media storm after man dragged off flight (FT)
Amazon: Amazon’s Third-Party Sellers Hit By Hackers (W)
Autos: Tesla Rivals GM as the Most Valuable Auto Maker in U.S. (W)
Autos: Quarter of Miles Traveled in the U.S. by 2030 Seen as Driverless (B)
Energy: BHP Billiton Urged by Activist Investor to Shed Oil Operations (W)
Energy: Drillers in Biggest U.S. Gas Play Get More Bang for Their Buck (B)
Financials: Tangled web of Cohn, Goldman and Glass-Steagall (FT)
Financials: Wells Fargo Claws Back $75 Million From Executives for Sales Abuses (W)
Financials: Auto Insurers Chase an Elusive Motorist: The Uber Driver (W)
Media: Comcast Is Planning a Netflix Rival Using NBC Shows (B)
Media: In the $75 Billion Videogame Industry, Hiring People Is a Last Resort (W)

Corporate finance
Foxconn Offers Up to $27 Billion for Toshiba Chip Business (W)
Germany’s Stada Backs $4.4 Billion Private-Equity Takeover Offer (W)
Truckers Swift and Knight to Merge (W)
Activist Takes Stake in Whole Foods, Will Seek Possible Sale (W)

Offbeat
Scammers Used SeekingAlpha for Bogus Stock Promotions, SEC Says (B)
Barclays CEO Investigated Over Aim to Unmask a Whistleblower (W)
WSJ’s Noonan Wins Pulitzer Prize for Commentary (W)

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)

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)

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)

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)

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)

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)

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)

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)

March 2017

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)

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)

March 29 (Wednesday)

Markets
Why long-term U.S. stock returns look dismal (MW)

Central banks
Fischer: Two More 2017 Rate Hikes Seem About Right (B)
Yellen Calls for Better Public Education, Workforce Development Programs (W)

US
There's been a 'stunning' shift in the US economy since Trump's election (BI)
U.S. Home Prices Rise at Fastest Pace in 31 Months (W)
Consumer confidence hits 16-year high in boost to economy (R)
‘Deep Subprime’ Auto Loans Are Surging (B)

Europe
U.K. Government Rejects Move for Another Scottish Independence Vote (W)

China
Swipe by Swipe, Chinese Smartphone Users Flock to Risky Investments (W)

US politics I
Trump Sweeps Away Climate Rules Vowing 'New Energy Revolution' (B)
Trump Sets Stage for Power Market Fight With Climate Rollback (B)
Despite Climate-Change Move, Firms to Still Shift Away From Coal (W)
Exxon urges Trump to keep US in Paris climate accord (FT)

US politics II
Republicans’ Tough Call on Taxes: Quick, Short Yardage or Hail Mary? (W)
Trump Can Still Wreck Health Care (B)
Obamacare's Not Exploding, But There Are Some Rough Spots (B)
Kansas GOP-Led Legislature Approves Medicaid Expansion (W)

US politics III
GOP attorneys general target rival Democrats (R)
Sanctuary City Mayors Vow to Protect Immigrants (W)
Police Forces Hope to Deploy Military Gear Obama Banned (W)
No one seems to buy Devin Nunes' explanation for why he was at the White House last week (BI)
Ryan Backs Nunes After Intelligence Chairman Rejects Recusal Calls (B)
Justice Department Discouraged Yates Testimony on Russia (W)

Geopolitics & trade
Planned Russian Exercises Sow NATO Worries (W)
Iran Mends Fences With Gulf States as U.S. Tensions Grow (W)
Russian, Iranian Leaders Tout Stronger Ties (W)

Industries & companies
Autos: Tesla Gets Backing of Chinese Internet Giant Tencent (W)
Retail: Amazon Launches Grocery Pickup Stores in Seattle (W)
Weed: The market’s first marijuana-themed ETF could start trading next week (MW)

Offbeat
Amazon’s shopping spree at business schools (FT)
Bill Gross and Pimco Settle Suit Over His Ouster (N)

March 28 (Tuesday)

Markets
Dow Suffers Longest Losing Streak Since 2011; Nasdaq Rises (W)
Eurozone Stocks Overtake U.S. (W)
Foreign Investors Flock to Iran as U.S. Firms Stay on Sidelines (W)
US dollar close to erasing Trumpflation gains (FT)

Oil
US producers build up sales hedges as oil falls (FT)
China Tanked Oil Once, It Can Do It Again (W)

Central banks
Evans Says Two Fed Hikes in 2017 May Be Right (B)

US
U.S. Travel Industry Fears a ‘Lost Decade’ Under Trump (B)

Europe
Forget Trump v. Congress. The Real Political Danger’s Still in Europe (W)
In Populists vs. Establishment, the Establishment Strikes Back (W)
Merkel’s Party Scores Election Win, in Key Test of Voter Sentiment (W)
With Help From France’s Elite, Le Pen Tries to Steer Far-Right Party to Mainstream (W)
Macron and Le Pen Spar, Anticipating French Election Runoff (B)
When investors will really need to tune in to Brexit (FT)

China
Evercore's Hyman Says China a Mess, Will ‘Blow Up’ at Some Point (B)
China plans fresh crackdown on steel production (FT)

US politics I
Trump tax reform faces hurdles after healthcare defeat (FT)
Democrats, Buoyed by G.O.P. Health Defeat, See No Need to Offer Hand (N)
What Trump could do to undermine Obamacare, now that the GOP health bill has failed (MW)
Health-Law Suit Takes Center Stage After Bill’s Failure (W)
Letting Obamacare implode would be a 'catastrophe,' GOP ex-HHS secretary warns Trump and Ryan (C)
Dealt a Defeat, Republicans Set Their Sights on Major Tax Cuts (N)

US politics II
House Conservatives Undeterred After Health Bill (W)
In Health-Care Failure, a Lesson on Treating Politics Like Business (W)
How Democrats Aided in the Health Bill’s Demise (W)
Chuck Schumer is jumping on Trump's new openness to working with Democrats (BI)

US politics III
Trump Will Tap Kushner to Lead Office to Fix U.S. Bureaucracy (B)
Kushner to Oversee Office of American Innovation at White House (W)
Trump is tapping Chris Christie to tackle the opioid epidemic (BI)
Nunes Saw Intercepts Related to Trump on White House Grounds (B)
Kushner to Tell Senate Panel About Russia Bank Contact (W)
Veteran journalist Ted Koppel to Fox's Sean Hannity: You are 'bad for America' (BI)

Geopolitics & terrorism
Putin Critic Jailed for 15 Days After Mass Rallies Energize Russian Opposition (B)
Anti-corruption protests hit Putin’s plans (FT)
For Trump, ‘Extreme Vetting’ Has Wide Scope (W)

Industries & companies
Autos: Plateau in U.S. auto sales heightens risk for lenders: Moody's (R)
Autos: Hertz Shares Bear Brunt of ‘Freak Out’ Over Used-Car Price Drop (B)
Cruise: Carnival Shareholders Are Having Fun Now, Too (W)
Financials: ‘Project Scalpel’: Behind Big Banks’ Plan to Save $2 Billion (W)
Financials: Deutsche Bank in Bind Over How to Modify $300 Million Trump Debt (B)
Media: Hollywood Studios Seek to Offer Films Sooner Online (W)
Retail: These brands you've never heard of are propelling Amazon to outsell Macy's (BI)
Retail: Amazon Pushes Off Opening of Cashierless Store (W)
Tech: The High-Speed Trading Behind Your Amazon Purchase (W)

Technology
U.S. Falls Behind in Global Race to Build Robotic Industrial Machines (W)
Made in the U.S., With the Help of Foreign Robots (W)
Foreign Robots Invade American Factory Floors (W)
Elon Musk’s Latest Startup: Brains Linked to Computers (W)

Offbeat
Fake news shared as widely as the real thing (FT)
Who Killed the Iceman? Clues Emerge in a Very Cold Case (N)
Devastating photos show how much the Great Barrier Reef has changed over the last 20 years (BI)

March 27 (Monday)

Oil
OPEC, non-OPEC to look at extending oil-output cut by six months (R)
OPEC Warns Members to Comply With Oil-Production Cuts (W)
Gulf Countries Weigh Pledging Oil Revenues to Shore Up Budgets (W)

US
Foreign Robots Invade American Factory Floors (W)
Slow Housing Recovery Takes Toll on Economy (W)
1 in 4 have less than $1K saved for retirement (NN)

Emerging
Poland Is Best Emerging Stock Market of 2017 (BR)
Thousands Across Russia Protest Corruption (W)

US politics I
Trump Weighs New Health Strategy (W)
Trump May Have Lost on Obamacare Yet Still Controls Its Fate (B)
With GOP Plan Dead, Trump Eyes Other Ways to Reshape Health Care (W)
How 'Trumpcare' went up in flames — and why it should worry the GOP about the future (BI)
Trump attacks Republicans for wrecking health plans (FT)
Trump bets Democrats will be blamed if Obamacare fails (FT)
The Republican healthcare plan just failed because Trump is bad at making deals (BI)

US politics II
Trump tax reform faces hurdles after health defeat (FT)
White House looks to Democrats on tax reform (R)
House Ways and Means Chairman aims to move tax bill through committee in spring (R)
GOP Eyes Tax Overhaul -- And Lessons From Health-Care Failure (B)

US politics III
Trump Becomes Ensnared in Fiery G.O.P. Civil War (N)
White House Opens Door to Democrats After Bill Failure (W)
N.C. Congressman Plays Key Role in Bill’s Failure (W)
Trump to Begin Reversing Obama-Era Cutbacks in Carbon Dioxide (B)
Trump Truth: The President With False Claims Faces Reality (Time)

Geopolitics & terrorism
Iran sanctions 15 U.S. firms, citing human rights abuses and Israel ties (R)
NATO Official Sounds Alarm on Russia Libya Role (W)
Belgian Security Forces Foil Possible Car Attack in Antwerp (W)

Industries & companies
Financials: Why Silicon Valley Bank’s Stock Could Rise 25% (BR)
Financials: Mall REITs: The Next Nightmare? (BR)
Media: Viacom Flips the Script: Stock Has 40% Upside (BR)
Media: Disney’s ‘Beauty’ Still Radiant at No. 1 for Second Weekend (B)

Offbeat
One Nation, Under Fox: 18 Hours With a Network That Shapes America (N)
Starbucks to Hire More Vets After Backlash to Refugee Hiring Plan (FOX)
A Stanford engineer is making stretchable, flexible skin that's straight out of Westworld (BI)

March 25 (Saturday)

Markets
Wall Street's pivoting toward a bullish pitch on Trumpcare's collapse (BI)
The Markets Don't Care About Health Care as Long as They Get Their Tax Cut (B)
US stocks knocked as healthcare vote gets pulled (FT)
Pension Crisis Too Big for Markets to Ignore (B)

Oil
OPEC Be Warned: Russia Battens Down the Hatches for Oil at $40 (B)

US
Airplanes Boost U.S. Durable-Goods Orders (W)

Europe
Le Pen Calls For Anti-Terrorism Intelligence Sharing With Moscow (W)

China
China’s coal policy: a victim of its own success? (FT)

US politics I
TRUMP: 'The best thing we can do is let Obamacare explode' (BI)
House Obamacare Repeal Collapse Raises Doubts on GOP Agenda (B)
Divided GOP Drops Health-Care Bill (W)
Seeds of Health-Bill Defeat Were Sown Months Ago (W)
Trump’s Need: Build a Coalition (W)
Trump Praises Ryan on Health as Aides Privately Blame the Speaker (B)
Speaker Ryan dented by healthcare debacle, but keeps support (R)

US politics II
With healthcare bill dead, Republicans turn to taxes (R)
Republicans Turn to Tax Overhaul (W)
Trump Administration Grants Pipeline Permits Without All His Promised Conditions (B)
Boom! Keystone pipeline would suddenly make US and Canada bigger competitors with OPEC (C)
Trump’s Trade Vows at Risk Under Moderate Advisers, Trumka Says (W)

Geopolitics & cybersecurity
Beijing Defends Its Right to Guard South China Sea With Arms (W)

Industries & companies
Autos: Tesla Will Take Orders for Its Solar Roof in April (B)
Financials: Health Insurers Wrestle With Next Steps as GOP Bill Fails (W)
Media: Netflix: The Monster That’s Eating Hollywood (W)
Media: YouTube's Better-Than-TV Pitch Undermined by Offensive Video (B)
Media: Time Inc. Moves Closer to Sale for More Than $20 a Share (B)

Technology
The Robots Are Coming for a Third of U.K. Jobs, PwC Says (B)
Robots Have Existential Crises, Too (N)
Mnuchin said robots replacing jobs is 'not even on my radar screen' - here's why it should be (C)

Offbeat
A German Bank Accidentally Transferred $5.4 Billion to Four Other Banks (B)

March 24 (Friday)

Markets
Stocks Fall as House Postpones Health-Care Vote (W)
Here's Why Wall Street Is closely Watching The Health Vote (B)
What Comes After the Trump Trade for Markets? (W)
Bye-bye bull—this is the market’s ‘final wave,’ warns the 'Northman Trader' (C)
China Debt Risks Go Global Amid Record Junk Sales Abroad (B)

Central banks
Williams Says Three, Maybe More 2017 Fed Hikes Make Sense (B)
Fed Could Allow Higher Inflation as Interest Rates Remain Low, Papers Suggest (W)
ECB's Free Money Has Helped Banks More Than It Aids the Economy (B)
ECB needs to be original on tapering (FT)

US
Jump in U.S. New Home Sales Defies Expectations (W)
The Outer Suburbs Are Once Again Outgrowing Cities (W)
Is the U.S. Economy’s Slow Growth ‘As Good As It Gets’? (W) | Brookings Paper
‘Deaths of Despair’ Claiming More White Americans (W) I Brookings Paper

Europe
Schäuble moves away from federalist EU vision (FT)

China
Debt piles add to risk for China’s property groups (FT)

US politics
House Republicans Cancel Planned Vote on Health-Care Bill (W)
Timing of crucial healthcare vote uncertain (R)
Here’s what happens to tax reform if the health bill passes — or doesn’t (MW)
Trump SEC Pick Says He Has No ‘Specific’ Plans to Gut Dodd-Frank (B)
Warren Wants SEC to Review Icahn’s Role Advising Trump on Rules (B)
Schumer Urges Filibuster to Block Gorsuch Confirmation (W)

Geopolitics & terrorism
Russia Uses Fake News to Sway Foreign Votes, Document Says (W)
Europeans Won’t Follow Suit on Electronics on Flights (W)
Attacker Was U.K.-Born, Probed for Extremism (W)

Industries & companies
Autos: Why America's Auto Debt Boom Fuels Bubble Talk: QuickTake Q&A (B)
Autos: Ford Says Higher Rates, Lower Resale Values to Hurt Results (W)
Financials: Banks Trimming Compliance Staff as $321 Billion in Fines Abate (B)
Health care: Health Rules Targeted by GOP Could Upset U.S. Insurance Markets (B)
Media: Disney Extends CEO Iger’s Tenure (W)
Pharma: Pharma Gets Roped Into the Trumpcare Maelstrom (B)
Pharma: Drug Companies Are Buying Ads on Shows They Know Donald Trump Watches (B)
Retail: 0% Financing Deals Bite Back Retailers as Fed Raises Rates (W)
Retail: What Investors Missed in the Sears ‘Going Concern’ Warning (W)
Tech: Google Faces Tall Order Policing Content (W)
Tech: Apple to Start Making iPhones in India Over Next Two Months (W)

Offbeat
Populism emerges as key economic influence (FT)

March 23 (Thursday)

Markets
Reflation Trade Hangs in the Balance as Health Care Vote Looms (B)
Stock Pickers Can Thank the Fed for the Drop in Correlated Moves (B)
European markets join selling as Trump trade falters (FT)
Everyone's a Net Seller of Japanese Stocks This Year: Analyst (B)

Currencies & commodities
Investors Are Turning Bearish on the Dollar (B)
EM currencies prosper as US dollar falters (FT)
Gold's Six-Day Winning Streak Ranks as Best Gain Since Brexit (B)

US
Home Sales Slide on Tight Supply, Higher Prices (W)
US commercial real estate has plenty of room to keep booming (BI)
'Subprime credit losses are accelerating': There's a problem in the auto loan market (BI)
Qualified Teachers in Shorter Supply in Cities, Education Report Says (W)

Europe
Italy’s corporate spoils system unsettles investors (FT)

Emerging
How uncertainty became the ‘new normal’ for Mexico (FT)

US politics
Republican Leaders Search for Health-Care Bill Votes (W)
Health Bill Would Bring Big Changes to Medicaid (W)
Trump’s Misplaced Priorities Imperil His Economic Agenda (B)
Republican Nunes Tries to Give Trump Some Cover on Wiretap Claim (B)
Nunes: Trump Team Messages Incidentally Intercepted (W)
Democrats Seize on Disability Ruling to Bolster Their Case Against Gorsuch (W)
What Trump's SEC Pick Needs to Explain (B)
A Senator’s Plan to Reduce the Flow of Legal Migrants (W)
Emirates to Let Travelers Keep Laptops, Tablets Until Boarding (B)

Geopolitics & terrorism
U.S. Preparing Cases Linking North Korea in Theft at N.Y. Fed (W)
Attacker Leaves 3 Dead Near U.K. Parliament (W)
London attack fits increasingly familiar pattern (FT)
Lawyer for Russian Whistleblower’s Family Falls Out of Window (W)

Industries & companies
Financials: Deutsche slips in European investment bank ranking (FT)
Financials: Meet the CFO-Banker Who May Be Next to Run Deutsche Bank (W)
Financials: JPMorgan climbs up the prime brokerage rankings (FT)
Health care: There's a massive recall of EpiPens outside the U.S. after reports of failure (BI)
Health care: Health-Stock Slump Deepens Before Obamacare Repeal Vote (B)
Media: Game Publisher Tencent Warns of Risks Even as Profit Jumps (W)
Retail: Sears Warning Slams Mall Stocks (W)
Retail: Sears Plummets After Filing Sparks Concern That End Is Near (B)
Retail: Payless Is Said to Be Filing for Bankruptcy as Soon as Next Week (B)
Retail: Nike’s Biggest Sneaker Launch Ever Is a 1996 Reboot (B)
Retail: Nike's business is 'going to get darker before the dawn' (BI)
Retail: Starbucks Doubles Down on Military Hiring After Boycott Threats (B)
Tech: LinkedIn Wants to Hook Users With ‘Trending Storylines’ (W)

Corporate finance
Elliott Steps Up Pressure as Akzo Spurns New PPG Bid (W)

Technology
Smart Lights Are a Bright Idea, With Alexa and Siri (W)

Offbeat
Ray Dalio Says Populism May Be a Bigger Deal Than Monetary and Fiscal Policy (B) | Paper

March 22 (Wednesday)

Markets
Stocks Post Biggest Drop of Year as Trump Trade Stalls (W)
As Easy-Money Era Winds Down, Markets Bet on Growth (W)
Record Number of Fund Managers Say U.S. Equities Are Overvalued (B)
High-Frequency Traders Fall on Hard Times as Costs Rise (W)

Currencies & commodities
Saudi Arabia’s Oil Supremacy Falters (W)
Big Oil’s Plan to Buy Into the Shale Boom (B)
Dollar Bulls Are Throwing in the Towel as Trump Wagers Evaporate (B)

US
Two in Five Americans Say They’ll Need $1 Million to Retire (B)

Europe
EU Trade Restrictions Would Hamper Productivity Growth, ECB Says (B)

Emerging
Emerging Markets Are on a Tear (B)
China Has Risky Task in Rebalancing Economy (W)

US politics
House GOP Presses for Retroactive Investment-Tax Cut (W)
Why Trump’s Tax Cut May Be Later, Smaller Than Thought (W)
Tax Overhaul Threatens Affordable-Housing Deals (W)
Trump Warns House GOP to Support Health-Care Bill (W)
Ryan’s Leadership Is Tested by GOP’s Civil War on Health Bill (W)
How the House GOP Health Plan Compares to the ACA (W)
Partisan Divisions Weigh on Questioning During Gorsuch Hearing (W)
There's a big difference between Reaganomics and Trumponomics (BI)

Geopolitics, trade, & terrorism
China Ramps Up Charm Offensive With U.S. Business Leaders (W)
China Sees a Manufacturing Future—in America (W)
China’s Taxes on Imported Cars Feed Trade Tensions With U.S. (N)
The Laptop Ban and What It Means for Air Travel (B)

Industries & companies
Media: Channels You Pay for—but Don’t Watch—Are Dying (W)
Media: Google Acts to Keep Ads Away From Controversial Content (W)
Retail: Retailers Stare Into the Darkness, But It Keeps Getting Darker (B)
Retail: Avon Freshens Up In a Bid to Win Back Middle America (W)
Retail: Bebe Plans to Shut Its Stores and Focus on Web Sales (B)
Shipping: FedEx shares fall 4% after earnings miss (C)
Tech: Microsoft Modifies Windows 10 for China’s Government (W)

Offbeat
Remote workers are NOT watching daytime TV in their pajamas (MW)

March 21 (Tuesday)

Markets
YRI Press: Top strategist says this will keep the bulls running on Wall Street (C)
ETFs Are Giving Mutual Funds a Run for Their Money (B)
Outlook for US corporate profits dims (FT)
Foreign investors net sellers of eurozone bonds (FT)
World’s Biggest Hedge Fund Joins Pivot to Local Emerging Bonds (B)
Why Not Everyone Thinks Smart Beta's a Smart Idea: QuickTake Q&A (B)

Currencies & commodities
Oil Drops as U.S. Drilling Growth Threatens to Counter OPEC Cuts (B)
Dollar bulls checked by US rate policy concerns (FT)

Central banks
Fed Is Stuck in the Past With Its Forecasts of the Future (W)
Interest Rates After Inflation May Be a Real Bubble (B)

Europe
Investors ignore broader dangers of a Le Pen victory (FT)
U.K. Says It Will Start Formal Brexit Process Next Week (W)
Italy’s Struggling Economy Has World’s Healthiest People (B)

Emerging
China regulator warns on outbound M&A spree, says acquisitions like ‘a rose with thorns’ (C)
Default Fears Resurface Over Singapore's Looming Debt Wall (B)

US politics
President Trump's approval rating has hit a new low, says Gallup poll (C)
Comey Deals Trump a Political Blow When He Can Least Afford It (B)
Comey: No Evidence Found for Trump’s Wiretapping Claim (W)
Trump Mounts Lackluster Defense of Ryan's Unpopular Health Bill (B)
Wall Street is getting worried 'Trumpcare' could delay the biggest thing it wants from Trump (BI)

Geopolitics & trade
We may have just moved closer to a global trade war (BI)
G-20 meeting was 'disappointing' and 'disturbing': Yale’s Stephen Roach (C)
Choice of I.M.F. Critic Highlights Trump’s Reversal of Global Policy (N)
Globalization is facing a 're-calibration,' says Dow Chemical chief (C)
Germany Fires Back at U.S. Critique of Its Trade Surplus (W)
Trump Shifting Authority Over Military Operations Back to Pentagon (N)
Saudi Arabia and China just hit the 'next level' for strategic collaboration, Saudi CEO says (C)

Industries & companies
Financials: BofA poaches veteran Morgan Stanley dealmaker (FT)
Tech: Google apologises to advertisers for extremist videos (FT)
Tech: Uber president resigns over corporate culture (FT)
Tech: Snap’s stock is a buy, according to this analyst (MW)

Technology
Sorry, a Robot Is Not About to Replace Your Lawyer (N)

Offbeat
Norway ranked world’s happiest country as the US gets sadder (C)
Stephen Hawking plans to ride to the edge of space inside Richard Branson's ship (BI)
What’s Attacking the Web? A Security Camera in a Colorado Laundromat (W)

March 20 (Monday)

Markets
Record ETF flows fuel fears of stock market bubble (FT)
The Bull Market: 6 Things to Worry About, 3 to Ignore (BR)
Are higher interest rates bad for stocks? (BI)
Small-Caps Turn Sluggish as Trump Economic Policy Hangs in Balance (W)
What Are Transports Telling Us? (BR)
Nouriel Roubini warns: Markets are overestimating Trump policy positives (C)

Oil
OPEC's Cuts Are Treading Water (B)
Inventory Glut Could Push Oil Down Further (BR)

Central banks
While Markets See Growth, Fed Officials Rightly Wait and See (W)
Why the Federal Reserve Could Turn More Hawkish (BR)
Yellen's exit may prompt the Fed to pare its balance sheet sooner rather than later, Goldman says (C)

Europe
Dutch Vote Allays Fears of a Euro Breakup for Now (BR)
Scottish leader softens stance on possible independence vote timing (R)

Emerging
Emerging Markets Thwart Short Sellers (BR)

US politics
U.S. Republicans working on Medicaid, tax credit changes: Ryan (R)
Tax reform may begin in late spring, Spicer says (C)
Kill the Border Adjustment Tax (BR)
What America would look like under the Trump budget (NN)
U.S. Starts Bidding Process for Border-Wall Construction (W)
Donald Trump: A Fox News president (NN)
How Kellyanne Conway became one of America's most powerful political operatives (BI)
Trump adviser Roger Stone is in the crosshairs of the Senate's Russia investigation (BI)

G-20
G-20 Drops Anti-Protectionist Pledge as Price of U.S. Assent (B)
Mnuchin at G-20 Plays Nice While Snubbing Rules of World Trade (B)

Geopolitics & trade
Tillerson finally speaks: 'The threat of North Korea is imminent' (BI)
North Korea Tests U.S. as Tillerson Meets China’s Xi (W)
Tillerson ends China trip with warm words from Jinping (R)
Tillerson trip fails to narrow US-China differences (FT)
Vietnam steps up islands battle in South China Sea (FT)
Germany Trades Barbs With Trump on Defense After Merkel Meeting (B)
Germany rejects Trump's claim it owes NATO and U.S. 'vast sums' for defense (R)
Syria Retaliates Against Israeli Airstrikes as Tensions Escalate (B)

Industries & companies
Tech: How Chip Designers Are Breaking Moore’s Law (W)
Tech: Changes at Oracle, IBM, and Intel: Less Than Meets the Eye (BR)
Tech: Apple Could Rise 10% In 6 Months (BR)

Offbeat
Bill Gates wants to tax robots, but ABB CEO says that's 'as intelligent' as taxing software (C)
Marijuana Industry Presses Ahead in California’s Wine Country (N)
Kalorama: The Charming Elegance and Urban Allure of the Obamas’ New D.C. Neighborhood (W)

March 18 (Saturday)

Markets
The S&P 500 and Dow have now gone 108 days without a 1% decline (MW)

Oil
Non-OPEC oil producers keep on pumping, deliver just 64% of pledged output cuts in Feb, source says (C)

US
Consumers Say Economic Conditions Best Since 2000 (W)
Homebuyers Face Bidding Wars on Scarcer-Than-Ever U.S. Listings (B)

US politics
Trump wants to ax 19 federal agencies — here's what they all do (BI)
Trump Takes a Gamble in Cutting Programs His Base Relies On (N)
Trump Budget Proposals Prompt Concern at U.N. (W)
Key Conservatives Endorse House GOP Health-Care Plan (W)
Republicans Move Ahead on Health Repeal Despite Weak Support (B)
Trump to nominate Kellyanne Conway's husband to lead the Justice Department's civil division (BI)
Sessions to Chicago Police: Don't hold your breath for federal help (BI)

Geopolitics I
President blasts North Korea for ‘behaving very badly’ (MW)
U.S. Would Consider Military Strike, Tougher Sanctions on North Korea (W)
Tillerson delivers stark warning to North Korea of possible military response (R)
Next Stop Beijing: Tillerson to Press China on North Korea (B)

Geopolitics II
Merkel hands Trump his second win of the week (C)
Trump reiterates NATO support, presses Merkel on spending targets (R)
It's what Trump didn't say with Merkel that worries Europe: Former US ambassador to NATO (C)
Israel intercepts missile fired at its air force in Syria (R)
Russian elite invested nearly $100 million in Trump buildings (R)

Industries & companies
Financials: More Hedge Funds Shut Last Year Than Any Time Since the 2008 Crisis (B)
Financials: Blackstone Is Shutting Its Distressed-Debt Fund (B)
Pharma: Amgen cholesterol drug cuts heart attack, stroke risk but shares fall (R)
Retail: JC Penney isn't the only major retailer leaving these malls (C)
Tech: Snapchat continues to dive (BI)

Offbeat
The People From ‘Government Sachs’ (N)
Edge or Liability? White House Ties May Cut Two Ways for Goldman (N)

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)

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)

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)

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)

March 06 (Monday)

Stocks
Stocks: A Crowded Elevator Ready to Go Down? (BR)
How Expensive Are Stocks -- Really? (BV)
U.S. Stocks Look Pricey (BR)
Brace your portfolio: Stocks are set to pop and then drop, says strategist Jim Paulsen (C)
Investors bet Trump-fueled tech rally far from over (R)
U.S. energy stocks, darlings last year, stumble in 2017 (R)
Europe’s Bargain-Priced Shares Draw Fleeting Interest (W)

Credit, commodities & currencies
Bonds See Gloom Where Stocks See Zoom (B)
Commodity Bets Hit Record Highs as Investors See Growth Signs (W)
Mexican peso surges as US signals softer stance (FT)

Central banks
What a Trump Fed Might Look Like (BR)
Fed's Powell warns of digital currency's risks (R)

US
U.S. Jobs Outlook Far Brighter Than Reported (BR)
Dying shopping malls are wreaking havoc on suburban America (BI)
The American suburbs as we know them are dying (BI)
Millennials Delay the Homeownership Move (BR)

China
China Sets Growth Target of About 6.5% or Higher (B)
China’s Premier Maps Out Cautious Economic Course (W)
China to Raise Military Spending, but Less Than in Recent Years (N)

US politics
Conservative Groups Jeopardize GOP Plan to Repeal Affordable Care Act (W)
Keystone Pipeline Won’t Be Required to Use American Steel Despite Trump Vow (W)
Out in the cold: New U.S. budget priorities threaten housing aid programs (R)
Trump administration to propose 'dramatic reductions' in foreign aid (R)
U.S. suspends fast processing of high-tech visa applications (R)
Comey Asks Justice Dept. to Reject Trump’s Wiretapping Claim (N)
Trump Relied on Breitbart to Claim Obama Tapped His Phones (B)
Does Stephen Miller Speak for Trump? Or Vice Versa? (B)
'Deplorables for Trump' — president's supporters rally across the country (BI)

Geopolitics & trade
Fight the Myth of Fair Trade (BR)
Trump Inherits a Secret Cyberwar Against North Korean Missiles (N)
Netanyahu to meet Putin, says Iran seeks permanent foothold in Syria (R)
Mexico opens migrant defense centers at U.S. consulates (R)

Corporate finance
Corporate Urge to Merge Roars On (BR)

Technology
Rise of the Robots (BR)
Why no job is safe from the rise of the robots (P)

Offbeat
How to Escape Your Political Bubble for a Clearer View (N)
Schwarzenegger on 'Celebrity Apprentice': I Quit (B)
U.S. Airport Pat-Downs Are About to Get More Invasive (B)

March 04 (Saturday)

Markets
Growth momentum is fuelling the rally, not Trump (FT)
One of the hottest Trump trades is about to soar even higher: Strategist (C)
If Trump fails to deliver on a corporate tax cut, expect a 10-15% correction, says expert (C)
Investors Are Shunning Hedges in the Trump Rally, Goldman Sachs Says (B)
Fed Hawks Have Markets Already Gaming 2018 (B)
ETFs Race to Fastest Yearly Start (W)
World’s Biggest Pension Fund Posts Record $92 Billion Gain (B)

Central banks
Yellen Speech: From Adding Accommodation to Scaling It Back
Yellen Says March Hike 'Likely Appropriate' If Progress Persists (B)
Fischer Speech: Monetary Policy: By Rule, By Committee, or By Both?
Federal Reserve releases examples of new charts that illustrate uncertainty around projections
Draghi should resist calls to prepare exit from QE (FT)
Pressure on ECB as eurozone inflation hits 4-year high (FT)

Global
The global manufacturing sector is back (BI)

US
U.S. Service-Sector Activity Expanded to Highest Level in More Than a Year (W)
Consumers May Have Cut Back in February. Here’s Why You Shouldn’t Worry (W)

Europe
Goldman Sachs Is Skeptical About a Big Profit Rebound in Europe (B)
Fillon’s support drains away within own party (FT)
Greece Approaches World Bank for $3 Billion Loan (W)

Japan
Japan returns to inflation for first time since 2015 (FT)

China
Morgan Stanley is really bullish on China, here's what's behind the contrarian call (C)
Xi Jinping, Seeking to Extend Power, May Bend Retirement Rules (N)

Mexico
Peso climbs after Wilbur Ross talks of currency stabilisation ‘mechanism’ (FT)
These Mexican Companies Are Reaping the Rewards of a Weak Peso (B)
Mexican Central Bank's Peso Support Is Gift to Biggest Companies (B)

US politics
Chasing leaks fuels paranoia in Washington (R)
Jeff Sessions Used Political Funds for Republican Convention Travel (W)
With Sessions sidelined, prosecutor Obama promoted would oversee Russia probes (C)
In Short Supply in Trump’s Cabinet: Lawyers (W)
Democrats ask if the Oprah effect can beat Trump (FT)
The GOP's secret plan to repeal Obamacare won't work (BI)
House Committee Aims to Reshape Medicaid Program (W)
Trump's EPA budget proposal targets climate, lead cleanup programs (R)

Geopolitics & trade
Trump says wants defense buildup to project U.S. power abroad (R)
Trump's 'bromance' with Russia's Putin appears to be cooling (R)
Trump’s Russia ties leave Washington puzzled (FT)
Sergey Kislyak, Russian Envoy, Cultivated Powerful Network in U.S. (N)
China hints at trade war strategy in South Korea standoff (R)
Nafta Has Room for Improvement, Mexico's Economy Minister Says (B)
Hundreds of Firms Vie to Build Trump’s Border Wall (B)
Syria Talks End With Little Progress (W)
US military test shows the A-10 'Warthog' can obliterate the small boat swarms that Iran uses (BI)
Young Palestinians give up on two-state solution (FT)
The nerve agent used to kill Kim Jong Nam is lethal to touch — here’s how his suspected assassins survived (BI)

Industries & companies
Aerospace: More Than 1,800 Boeing Employees Accept Voluntary Buyouts (W)
Autos: Tesla Responds to Bloomberg News Story on Management Departures (B)
Energy: Canada Says No Big Hurdles Remain for Keystone Approval (B)
Financials: Deutsche Bank Is Nearing a Plan to Boost Capital by $10.6 Billion (B)
Financials: Hedge-Fund Swagger Sinks Along With Profits and Fees (B)
Health Care: Trump’s Obamacare reforms hang over health stocks (FT)
Industrials: U.S. authorities raid Caterpillar's Illinois facilities (R)
Retail: Retailers Had a Dismal Christmas. Now Comes Ryan’s Import Tax (B)
Retail: Costco to Raise Membership Fees as Costs Dent Profit (W)
Tech: Facebook Intensifies Hunt for TV-Like Video Programming (W)

Technology
Amazon looks to universities in artificial intelligence race (R)
Japan worker shortage has one winner so far: robots (FT)

Offbeat
The CEO of the world's biggest ad company says Amazon keeps him up at night (BI)
Behind the Bridgewater Shakeup: Ray Dalio’s Unorthodox Culture (B)
Pimco’s New Bond Chief Is Nailing It (B)
Tom Hanks keeps White House press corps caffeinated (C)

March 03 (Friday)

Markets
Skeptical Wall Street Strategists Undone by Market Rally (W)
US share buybacks punch below their weight (FT)
Esoteric ETFs boost number of passive US funds (FT)

Central banks
Video: Ed Yardeni Says Fed Realized They Achieved Their Mandate (B)
Businesses are expecting inflation to rise in the coming months, Fed's Beige Book says (BI)
Pressure on ECB as eurozone inflation hits 4-year high (FT)

US
U.S. Jobless Claims Lowest Since March 1973 (W)
US auto sales rise less than forecast in February (BI)
Ageism Thwarts Policies to Boost the Senior Workforce, Study Finds (W)

Europe
Europe starts to think the unthinkable: break-up (FT)
French Twist: Here’s How Investors Are Playing ‘Frexit’ (W)
Le Pen Stripped of Immunity in ISIS Twitter Case (W)
How education level is key predictor of Wilders support (FT)

China
China’s Xi Positions Allies for Transition Battle (W)
Six Chinese Billionaires Spring Up With Delivery Fortunes Worth $47 Billion (B)

US politics
Trump’s $1 Trillion Infrastructure Dream Faces the Same Old Nightmares (B)
‘Secret’ Obamacare Plan Leads Lawmakers on Hunt Across Capitol (B)
Trump muddies the waters on import tax plan (FT)
Trump’s World Increasingly Shaped by Fox News, and Fox by Trump (B)
Fox CEO Worried About Dismissal of Negative Stories as Fake News (B)

To Russia with Love
Trump Taps Ex-Intelligence Officer, Putin Critic for NSC Post (W)
Sessions Recuses Himself From Russia Inquiry (N)
With Sessions Under Fire, Trump Faces Threat to His Inner Circle (B)
Donald Trump Jr. Was Likely Paid to Speak at Pro-Russian Group’s Event (W)
Has Trump Already Sidelined His Secretary of State? (B)

Industries & companies
Defense: Lockheed's Satellite Boost System Is Under U.S. Air Force Review (B)
Financials: World’s Biggest Banks Fined $321 Billion Since Financial Crisis (B)
Financials: Goldman’s $3 Billion Drop in the ETF Bucket (W)
Industrials: Caterpillar Shares Plunge After Federal Agents Raid Its Offices (B)
Retail: In Retail’s Slump, Saks Looks to Woo Guys with DJs, Putt-Putt Golf (B)
Tech: Twitter Adds More E-Sports to Live-Streaming Efforts (W)

Corporate finance
Snap Shares Soar in Heavy IPO Trading (W)
Snapchat's two 20-something founders are each worth ~$4 billion (BI)
Snapchat already has a "sell" rating, and the analyst thinks it will crash 58% (BI)
Lyft Seeking At Least $500 Million in New Funding (W)

Technology
AI Scientists Gather to Plot Doomsday Scenarios (and Solutions) (B)
Self-Driving-Truck Startups Race to Take On Uber (W)
Amazon Says Employee Error Caused Tuesday's Cloud Outage (B)

Offbeat
Bitcoin climbs above gold for the first time (BI)

March 02 (Thursday)

Markets
Investor Euphoria Has Stocks Set to Race Past Fair Value (B)
Dow Surges 303 Points to Top 21000 (W)
Traders are sending a warning that the stock-market rally is running out of steam (BI)
Retail stocks, ‘decimated’ by tech, could fall even further (C)
Investors back French banks over government debt (FT)

Oil
Oil inches up as OPEC sticks to output pledges (R)

Central banks & inflation
Fed's Brainard Says Rate Hike Likely Appropriate `Soon' (B)
Beige Book
Inflation Ticks Up Around the Globe (W)

US
Mortgage applications surge 5.8 percent, as rates briefly dip (C)
Video: Why are so many American men not working? (Brookings)

Europe
Juncker suggests return of powers to states (FT)
Fillon Stays in French Election Race Despite Facing Charges (B)
Fillon’s chances gored as formal probe launched (FT)
London’s ‘Cheesegrater’ Sold to China Firm for $1.42 Billion (W)

China
Pimco, BlackRock and Mobius's Predictions for China in 2017 (B)

US politics
Trump’s Softer Tone Masks Hard Road Ahead for Agenda in Congress (B)
Breaking Down the Speech by Topic (W)
U.S. Commerce secretary says Trump did not endorse border tax plan (R)
Trump and health care: President gives Congress five principles for Obamacare replacement (C)
Trump Backs Tax Credits To Replace Health Law (W)
The Next Dilemma of the Republican Tax Overhaul: Pass-through Business Income (W)
White House to Kick Off Infrastructure Planning Thursday (B)
Trump’s spending plan tests the soul of his party (FT)

Geopolitics & trade
Trump is (still) spoiling for a trade war (CNN)

Industries & companies
Autos: Tesla's China Sales Triple to More Than $1 Billion (B)
Financials: Bridgewater’s Dalio Stepping Down as Co-CEO of Hedge Fund (W)
Financials: Even Bankers Are Feeling More Upbeat About Banks (W)
Financials: Wells Fargo Warns a Deeper Review May Uncover More Bogus Accounts (B)
Retail: Lowe's forecasts 2017 sales ahead of estimates; shares up (R)
Retail: Why Costco Bucks the Retail Malaise (W)
Retail: Best Buy shares slip 5 percent as revenue, outlook fall short (C)
Restaurants: McDonald’s Decides to Embrace Fast-Food Identity (W)
Tech: YouTube Unveils Subscription Television Service (N)

Corporate finance
Snap Raises $3.4 Billion, Pricing Shares in IPO Above Range (B)
The private equity party is overcrowded
SEC freezes accounts in SoftBank-Fortress inquiry (FT)

Technology
Video: Boston Dynamics: Introducing Handle the Robot

Offbeat
Denmark: Welfare Icon Now Wants People to Take Care of Themselves (B)
Coding Boot Camps Band Together to Boost Accountability (W)

March 01 (Wednesday)

Markets
S&P 500 Could Top 4,000 in Eight Years and It's Not Because of Trump (B)
The S&P 500 charts that make bulls skittish (FT)
Mom and Pop Investors Are Behind This Historic Market Rally (B)
Treasuries Plunge After Fed Speakers Jolt March Hike Odds Higher (B)
Retail Stocks Slide on Target’s Forecast (W)
One of the most senior women on Wall Street just issued a rallying cry for stock pickers (BI)

Central banks
Fed officials talk up rate rise prospects (FT)
Fed's Williams Says March Hike to Get ‘Serious Consideration’ (B) | Speech
Bullard: "The Role of the Fed's Balance Sheet for the U.S. Monetary Policy Outlook in 2017"
China's Central Bank Faces a Delicate Balancing Act (B)

US
U.S. GDP Advanced 1.9% in Final Quarter of 2016 (W)
U.S. Housing Market Roars Into 2017, Case-Shiller Says (W)
Why Construction Has Seen Particularly Weak Productivity Growth (W)
A Stronger Dollar and the Profitability of U.S. Firms (FRB-SL)

Europe
Brussels to lay out plans for more ‘multi-speed’ EU-27 (FT)

China
Zombie companies still threaten China’s living (FT)

Japan
BoJ publishes bond-buy plans to keep yields at 0% (FT)

Emerging
Are emerging markets entering a new virtuous cycle? (FT)
India GDP Hurt by Cash Crunch (W)

US politics
Trump Faces a Conservative Revolt in Congress (W)
In Speech to Congress, Trump Looks to Jump-Start Momentum (W)
Trump wants to cut $54bn in spending from domestic agencies--enough to wipe several of them out (BI)
Trump Expects Growth to Pay for Defense Boost (W)
Lawmakers Expect Trump Will Get on Board With Medicare, Social Security Cuts (W)
Ryan and Bannon Forge Unexpected Alliance on Border Tax (B)
Trump to Repeal Obama-era Regulations on Firearms, Water (W)
Wilbur Ross is confirmed (BI)
Trump Slow to Submit Nominations for Top Posts (W)
Trump’s Travel Ban Likely to Exempt Those With Visas (W)

Geopolitics & trade
Trump Infrastructure Plan Seen as Key to Dodging China Trade War (B)
Russia Says Preparations Beginning for Trump-Putin Meeting (W)
Merkel tries ‘strategic patience’ with Trump (FT)

Industries & companies
Financials: Dimon Says U.S. Future ‘Very Bright’ If Trump Can Enact Reforms (B)
Financials: JPMorgan calls for easing of bank regulation (FT)
Financials: J.P. Morgan Executives: Let the Good Times Roll (W)
Pharma: Valeant shares drop 14% as drugmaker cuts guidance (FT)
Media: Time Inc. Asks Suitors to Submit Offers by Next Week (B)
Retail: Target Plunges Most in Eight Years (B)
Tech: Google’s YouTube to Launch $35-a-Month Web-TV Service (W)
Tech: Apple’s Next iPhone Will Have a Curved Screen (W)
Tech: Snap's Investors Could Disappear After the IPO (B)

Technology
JPMorgan Software Does in Seconds What Took Lawyers 360,000 Hours (B)

Offbeat
Bill Gates says it's too early for basic income, but over time "countries will be rich enough" (BI)
The Night They Locked Up All the Smartphones (W)
Keep Your Kids Away From Connected Toys (B)
What Press Freedom Means When You Can Just Press 'Tweet' (B)

February 2017

February 28 (Tuesday)

Markets
Trillions of Dollars Are at Stake When Trump Speaks to Congress (B)
Infrastructure Stocks Climb After Trump Pledges to Spend 'Big' (B)
Stocks Tick Higher, Led by Energy and Financial Shares (W)
A New Way to Look at Crazy Stock Valuations (W)
Tudor Jones’ New Hedge Fund Pitch: Low, Low Prices (W)
Gold bulls bet on uncertainty over US stimulus (FT)
French bonds enjoy best run since Brexit vote (FT)

Central banks
Fed's Kaplan Says FOMC Shouldn't Overread Market Expectations (B)

US
Aircraft Sales Boosted U.S. Durable-Goods Orders in January (W)
Pending Purchases of U.S. Existing Homes Unexpectedly Decline (B)
As Wall Street Thrives, America's Little Guy Chokes on Paperwork (B)

Europe
Eurozone Business Confidence Grows Despite Impending Elections (W)
Le Pen, Trump and the Atlantic counter-revolution (FT)

China
Corporate China hits global debt market milestone (FT)
China Gives Foreign Bond Investors Help With Hedging (W)

US politics
Trump: Nobody Knew Health Care Could Be So Complicated (B)
Trump Promises ‘Something Special’ on Health Care Before Speech (B)
GOP Leaders Dare Republicans to Block Obamacare Repeal Bill (W)
Trump to Propose 10% Defense Increase in Budget Plan, Aides Say (B)
Trump wants $54bn increase in military spending (FT)
Buffett Sees Republicans Needing to Dial Back Tax Plan Ambitions (B)
GE’s Immelt urges Trump deregulation and tax reform (FT)
Senate Poised to Confirm Ross (W)
As Trump Heads to Congress, Polarization Is Hardening (W)
Slight Majority of Americans Sees Media as Too Tough on Trump, Poll Finds (W)
Indian Workers in U.S. Fear a Trump H-1B Crackdown (W)

Geopolitics & trade
Mexico Warns It'll Cut Off Nafta Talks If U.S. Proposes Tariffs (B)
Trump team looks to bypass WTO dispute system (FT)

Industries & companies
Financials: US banks hit brakes on lending after election (FT)
Financials: AIG Directors Weigh Consequences for CEO After Big Setback (W)
Financials: ETFs Provide Some Good News at Deutsche Bank (W)
Industrials: GE Chief: Globalization Isn’t Over, It Is the End of the ‘Global Elite’ (W)
Materials: Teck Bullish on Coal, But Not Enough to Add Production Capacity (B)
Retail: Two Retailers, One Big Worry (W)
Tech: YouTube Tops 1 Billion Hours of Video a Day (W)
Tech: Berkshire Hathaway More Than Doubles Apple Stake (W)

Corporate finance
Tech Startup Market Sinks to Lowest Point in Three Years (B)
Private equity outbid by cash-rich buyers on deals (FT)
FCC Chairman Doesn’t Expect to Review AT&T-Time Warner (W)

Technology
Supersmart Robots Will Outnumber Humans Within 30 Years, Says SoftBank CEO (W)
Amazon’s Alexa assistant is gaining ‘skills’ at a tremendous rate (BI)

Offbeat
WHO raises alarm over drug-resistant superbugs (FT)
Man Who Moved Oil With His Words Won't Talk About It Anymore (B)
PwC Partner Tweeted Minutes Before Oscar Best Picture Mix-Up (W)

February 27 (Monday)

Stocks
Will investors cheer Trump in speech to Congress? (FT)
Eight Years a Ball: cracks in its façade are beginning to show (BR)
Robert Shiller: With stock valuations high, it’s time to reduce your holdings (C)
David Rosenberg: Cautious on Trump Rally (BR)

Bonds
Bond Market Is Flashing Warning Signal on Trump Reflation Trade (W)
The Case for U.S. Treasury Bonds (BR)

Oil
With Shale Oil Production Like This, Who Needs Trump? (B)

Central banks
The Most Radical Experiment in Monetary Policy Isn’t Working (W)

US
Whatever happened to secular stagnation? (FT)
California Governor Calls for Billions of Dollars to Upgrade Infrastructure (W)
More than one in 10 staff at US banks work in Asia (FT)

Europe
What Does the French Election Mean for the Euro? (W)
Le Pen’s online army leads fight for French presidency (FT)
Fillon wins temporary reprieve in embezzlement probe (FT)

Emerging
Commodity Rebound Would Be Boon for Russia, Indonesia (BR)

US politics
Many Americans Disapprove of Trump but Are Open to His Agenda (W)
Budget Won’t Touch Entitlement Programs, Mnuchin Says (B)
GOP Governors at Health-Law Impasse (W)
Trump to Meet With Health-Insurance Executives (W)
Immigration Agents Discover New Freedom to Deport Under Trump (N)
For Commerce Pick Wilbur Ross, ‘Inherently Bad’ Deals Paid Off (N)
Tom Perez to Lead Democrats, in Blow to Populist Wing (W)
Anti-Trump Protests Are ‘Balancing Act’ for Police (W)
Trump to Skip Washington Press Corps Dinner (W)
Trump Goes After Familiar Targets (W)
Brennan Says Russia Probe Must Be Bipartisan (B)

Geopolitics & trade
Planned Back-Channel Talks Between U.S., North Korea Scuttled (W)
German business prepares to defend free trade in US (FT)

Industries & companies
Consumer: U.S. Workers to Manufacture Play-Doh Again (W)
Consumer: Harley-Davidson: An Uneasy Rider (BR)
Energy: Bottom Fishing Transocean: Reel In 35% (BR)
Financials: Deutsche Bank Cuts 2016 Bonus Pool by Almost 80%, FAS Reports (B)
Industrials: Infrastructure Maven (BR)
Retail: J.C. Penney Is Latest Retailer Forced to Downsize (W)
Retail: The Anti-Trump Activist Taking On Retailers (N)

Technology
Google Assistant Goes Beyond the Pixel to Take on Apple's Siri (B)
Goldman Sacked: How artificial intelligence will transform Wall Street. (Newsweek)

Buffett
Warren Buffett's Shareholder Letter
Buffett Assails Money-Manager Fees as Berkshire Reports Higher Profit (W)
Buffett suggests shift from long-term perspective (FT)

Offbeat
The Upshot: Economists Have Been Demoted in Washington. That’s a Bad Idea. (N)

February 25 (Saturday)

Markets
Stocks Turn Higher in Final Minutes of Trading (W)
Timing the US market a big challenge for passive investors (FT)
How Dangerous Is a Stock Market of Mindless Robots? (W)
America in Cap-Ex Mode Can't Beat Buybacks as Bull Market Engine (B)

Bonds
U.S Treasuries Might Finally Be Ready to Stage a Breakaway (B)
High-yield strategies take baton from long duration to end 2016 (P&I)
Reasons for Bunds rush go beyond fears over Le Pen (FT)

Central banks
Fed Isn’t Ready to Cut Balance Sheet Yet (W)
William C Dudley: Transcript of Cornell Annual Predictions Event

US
Michigan Consumer Sentiment Shows First Post-Election Drop (B)
Sales of New U.S. Homes in January Were Slower Than Forecast (B)

Europe
Germany and Italy back Brussels on Brexit (FT)
French Prosecutors Extend Investigation Into Fillon (B)
Marine Le Pen refuses to be questioned by French police (FT)

China
Capital-Control Policy Puts Brakes on Chinese Investment in Hollywood (W)
China seeks baby boom to counter low birth rates (FT)

US politics
White House denies report that it doesn't support a controversial Republican tax plan (BI)
Here's the first look at the House Republican plan to repeal and replace Obamacare (BI)
Trump Orders Agencies to Identify Unnecessary Regulations (W)
Trump to Call for Repeal of Obama-Era Environmental Rules (W)
White House Denies Briefing Access to New York Times, Politico, CNN (B)
Trump Says His Victory Marked Win for Conservative Values (W)
Contest for Democratic Party Chairman Turns on Local Issues (W)
Priebus Sought FBI Help in Refuting Reports on Russia (W)

Geopolitics & trade
World Trade Flows Grew at Slowest Pace since Financial Crisis in 2016 (W)
U.S. Talks With Mexico Clouded by Mixed Message (W)
Brexit could help EU strike free trade deal with India, MEPs believe (GU)

Industries & companies
Energy: Losing 4.3 Billion Barrels Is Good For Exxon (B)
Financials: Aflac Pushes Into Infrastructure Debt Investing in U.S., Japan (B)
Financials: RBS CEO: 'We're approaching a level of normality' (BI)
Financials: Wall Street’s Humans Notch a Win Against the Computers (W)
Retail: J.C. Penney is closing up to 140 stores to against online retailers (BI)

Corporate finance
M&A raises concerns over market peak (FT)
The case for and against investing in Snap's massive IPO (BI)
Unilever defends rebuff of Kraft Heinz deal (FT)
How GM’s pension shortfalls might affect PSA deal (FT)

Technology
What’s the Latest Buzz in Electric Cars? Speed, Baby! (W)
Virtual-Reality Goggles Come With a Hitch: Real Reality (W)

Offbeat
Robot tax: Do androids dream of personal deductions? (FT)
'Trump: ‘I was the best golfer of all the rich people” (BI)
Have $6 Million? Avoid Taxes By Using Exports and an IRA (W)

February 24 (Friday)

Equities
Dow Hits 10th Straight Daily High as Dollar Slips: Markets Wrap (B)
Nasdaq Slips as Biotechnology Shares Decline (W)
Aramco: Saudi Arabia's Oil Wealth Is About to Get a Reality Check (B)

Bonds
Mnuchin's Ultra-Long Bond Chatter Sends Treasuries Curve Steeper (B)
Treasury eyeing issue of 100-year US government debt (FT)
Can You Make Money in a Euro Collapse? (W)

Central banks
Fed Eyes Aggressive Rate Increases (W)

US
How Our Expectations of Weak Economic Growth May Have Helped Cause It (W)
Landlords Are Taking Over the U.S. Housing Market (B)

Europe
ECB Warns of a Europe of `Small Countries' If Populism Triumphs (B)

China
Pimco Says China Needs to Get Tougher in Cat-and-Mouse Debt Game (B)
China Shakes Up Economic Team as Power Shift Looms (W)

US politics
Treasury Secretary Mnuchin Sees Tax Overhaul by August (W)
Border-Adjustment Tax Divides Energy Sector (W)
Trump is reportedly putting off one of his biggest economic promises until next year (BI)
Copper is tumbling following a report that Trump will wait on infrastructure spending (BI)
Business Leaders Send Trump Their Deregulation Wish List (W)
Bannon: ‘Every Day Is Going to Be a Fight’ (W)
Homeland Security Head: No Military Force on Migrants (W)

Geopolitics & trade
US retreats from Trump pledge on China currency (FT)
Trump says he can't find any country the US has a trade surplus with — here they are (BI)
U.S. Official’s Diplomatic Line in Mexico Differs From Trump (W)
Trump Deportation Plan Dominates Mexico Trip by Kelly, Tillerson (B)

Industries & companies
Airlines: The $65 European Airfare Is Coming to the U.S. (B)
Autos: Renault-Nissan’s Problem: There’s Only One Ghosn (W)
Energy: Exxon Caves to Oil Crash With Historic Global Reserves Cut (B)
Financials: Barclays Swings to Profit as Sweeping Overhaul Nears End (W)
Industrials: Trump Love Can't Save Caterpillar or U.S. Steel From Slump (B)
Industrials: Where Are The Toilets? Order Glut Stretches Giant Jet Makers to Limit (W)
Mining: Glencore swings back to profit in 2016 (FT)
Retail: Nordstrom Tightens Belt to Deal With Department-Store Slump (B)
Tech: HP Enterprise Posts Steep Revenue Drop, Lowers Outlook (W)

Corporate finance
Viacom debt deal turns spotlight on Trump tax plan (FT)

Offbeat
Gary Cohn to Recuse Himself From Goldman Sachs Matters (B)
Olympics in ‘Crisis’ as Just Two Cities Vie to Host Summer Games (B)

February 23 (Thursday)

Markets
German bond yields fall on French election worries (FT)

Central banks
Fed Officials See Rate Hike ‘Fairly Soon’ (B) | FOMC Minutes
Speech by Governor Powell on the economic outlook and monetary policy

US
Existing-home sales jump to a 10-year high (BI)
Trump’s Growth Target Made Harder by Immigration Plans (W)
Why Trump's Immigration Crackdown Could Sink U.S. Home Prices (B)
More of This Year’s Tax Refund Will Pay Down Debt (B)

Europe
Eurozone Finally Finds Itself Free of Deflation (W)
Merkel leads in the polls (BI)
Marine Le Pen has a better chance than you think (FT)
Italy’s political parties relapse into old ways (FT)

China
China's housing market is starting to cool
China will navigate debt challenge and avoid financial shock (FT)
Long Days at Chinese Tech Firms (W)

US politics
Trump Says ‘Enormous Work’ Ahead on Budget to Deliver Priorities (B)
Goldman Has Grim Prognosis for Tax Reform Amid Obamacare Debate (B)
Citigroup Sets Up D.C. Team to Prep for Trump's Regulatory Overhaul (B)
Will Trump’s plan reverse the deterioration of America’s Aging Infrastructure?
Trump Would Reconsider Bannon’s NSC Role if Asked (W)
Bernie Sanders Loyalists Are Taking Over the Democratic Party One County Office at a Time (W)

Geopolitics & trade
Trump Scorns the IMF's Globalism, and Now He Gets to Vote on It (B)
Tillerson, Kelly Head to Mexico for Talks Amid Diplomatic Tensions (W)

Technology
Mark Cuban calls universal basic income "one of the worst possible responses" to robot automation (BI)

Offbeat
Several Earth-Like Planets Discovered Orbiting Nearby Star (B)
Your Biggest Online Security Risk Is You (W)

February 22 (Wednesday)

Markets
Why Trump’s much-awaited tax plan announcement could be a ‘sell the news’ event (C)
Global stocks hit record highs, dollar rises on rate-hike view (R)
Goldman Sachs Warns U.S. Stocks Are Now Reaching Peak Optimism (B)
US uncertainty offers opportunities, says Goldman (FT)
Wal-Mart helps Wall Street's record-setting rally march on (R)

Central banks
The Fed and the market are having a hard time getting on the same page (C)
Fed's Williams Says Historically Low Interest Rates Will Persist (B) | Economic Letter

US
Here's how Trump may overhaul US trade data — and why it matters (C)

Europe
Europe Combats a New Foe of Political Stability: Fake News (N)

US politics
Trump Team Maps Sweeping Deportations for Undocumented Migrants (B)
Trump to exclude U.S. 'dreamer' migrants from crackdown (R)
How CEOs across America feel about Trump — and what they think he'll do to their businesses (BI)
Trump Condemns Anti-Jewish Threats as ‘Painful and Horrible’ (B)

Geopolitics & trade
Ex-NATO Chief praises Trump's national security team 'now that Flynn has been dismissed' (BI)
Mexico and Canada Say Nafta Should Be Re-Negotiated Trilaterally (B)
Vietnam Shrugs Off the Loss of TPP (B)
Homeland Security staff locked out of networks (R)

Industries & companies
Autos: Tesla’s Stock Now Rivals Ford and GM (B)
Logistics: UPS Tries Arming Its Brown-Clad Drivers With an Octocopter Drone (B)
Mining: Mining Companies Return to the Black (W)
Pharma: Bristol-Myers shares jump on report that Carl Icahn has taken a stake (BI)
Tech: Apple’s stock surges to another record after Morgan Stanley boosts price target (MW)

Technology
The Age of the Giant Battery Is Almost Upon Us (B)
Fed's Williams touts potential benefits of blockchain technology (MW)
Paul Tudor Jones Rallies at Palm Beach Party to Rescue the Swamp (B)

February 21 (Tuesday)

Markets
European stocks start week on firmer note (FT)
Europe’s Periphery Debt Market Welcomes New Member: France (W)
Le Pen poll lead hits Franco-German bond spread (FT)

Oil
A Billion Barrels Bet Oil Prices Will Rally (B)
Russia Overtakes Saudi Arabia as World's Top Crude Producer (B)
Saudi Arabia Breaks Records on Oil Exports and Output for Year (B)
Saudis Kick Off $50 Billion Renewable Energy Plan to Cut Oil Use (B)

Central banks
President Trump Will Be Able to Recast the Fed by Filling Vacancies (W)

Europe
U.K. Factory Orders Rise to Highest Level in Two Years, CBI Says (B)
U.K. Will Need Low-Skilled EU Migrants After Brexit, Davis Says (B)
France is frightening the market, but Italy could be the real threat for investors (C)
France's far right denounces 'media stunt' over fake jobs probe (R)
Greece Misses Another Bailout Deadline as Talks Set to Resume (B)
After seven years of bailouts, Greeks sink yet deeper in poverty (R)

Japan
Japan's Trade Deficit Widens on Drop in Car Exports, Oil Imports (B)

US politics
Trump’s Agenda Is Beset by Opposition on Many Fronts (W)
GOP Tax-Cut Plan Mired Down in Trump Discord (W)
Republicans are struggling to get their act together on Obamacare repeal (BI)
Iconoclast McMaster Tapped as U.S. National Security Adviser (B)
Don't Dismiss President Trump's Attacks on the Media as Mere Stupidity (Time)
Trump supports free press: Pence (R)
U.K. Lawmakers Sound Off About Trump's State Visit (B)
Verify What You Spread, Sweden Premier Says After Trump Comments (B)
EU welcomes Pence assurance of Trump's support (R)

Geopolitics
Mattis Says U.S. Isn’t in Iraq to Take Its Oil (W)
Pence Pledges EU Support on Ukraine, Terror, Economy (W)
Russia’s Ambassador to U.N. Dies Suddenly (W)
Kim Jong Nam Killing Caught on Video (W)
North Korea is a major threat to the country most people think is its friend: China (C)

Industries & companies
Consumer: Kraft’s Interest in Unilever Comes Right Out of 3G’s Playbook (W)
Industrials: Wall Street Starts to Contemplate GE After Jeff Immelt (W)
Retail: Alibaba Teams Up With Traditional Retailer (W)
Tech: Apple claims Brussels tax case breached its rights (FT)
Tech: Samsung Heir, Seeking to Remake Family Legacy, Instead Faces Scandal (W)

Technology
Robot tax, odd as it sounds, has some logic (FT)
Mark Cuban: Robots will ‘cause unemployment and we need to prepare for it’ (C)

Offbeat
Texting and Driving: Higher Smartphone Usage Drive Up Insurance Rates (W)
Warren Buffett Lists Longtime Laguna Beach Home for $11 Million (W)
The 15 worst cities for rush hour traffic (NN)

February 20 (Monday)

Markets
'Massive exodus' continues from active funds, and Vanguard is reaping the gains (C)
European Bond Investors Seek Havens as Political Risks Increase (B)
Flows and France: big market questions this week (FT)
A Quiet Revolution May Be Underway in Japanese Stocks (B)
Gold Isn't Doing in Practice What It Should in Theory, Yet Again (B)

US
There's one thing going right for Trump: The economy (NN)
White House Weighs Change in Trade Deficit Calculation (W)

Europe
Schaeuble denies 'Grexit' threat, says Greece on right path (R)
Italy’s Ruling Party Faces Quandary as Renzi Steps Down (W)
EU targets UK’s €60bn exit bill before trade talks (FT)
Germany aims to deport record number of rejected asylum seekers in 2017 (R)

Japan
Japan's Trade Deficit Widens on Drop in Car Exports, Oil Imports (B)

US politics
Trump, an Outsider Demanding Loyalty, Struggles to Fill Top Posts (N)
Trump administration drafts plan to raise asylum bar, speed deportations (R)
McCain defends a free press: ‘That’s how dictators get started’ (C)
Trump Says ‘Life Is a Campaign’ as He Seeks Validation From Fans (B)
Trump isn't adjusting well to life in the White House — he's reportedly experiencing 'cabin fever' (BI)
U.S. Weighs Prosecuting Parents Helping Children Enter Illegally (W)

Geopolitics
War Is the Climate Risk That Europe's Leaders Are Talking About (B)
China’s Message to Trump With North Korea Coal Ban: Let’s Deal (B)
US sends strike group to South China Sea in 'routine operation' (C)
Lindsey Graham Says 2017 Is All About Hitting Back at Russia (B)
Priebus Says No Known Trump-Related Contacts With Russian Agents (B)
Iran Mocks Trump Threats, Sets Sights on Gulf Nation Deals (B)
How Do You Say 'Drain the Swamp' in Chinese? (B)
Trump cited a nonexistent incident in Sweden during his rally on Saturday (BI)

Corporate finance
Kraft Withdraws $143 Billion Offer for Unilever (W)

Technology
Bill Gates calls for income tax on robots (FT)

Offbeat
SpaceX just flew a rocket back to Cape Canaveral Air Force Station — and the footage is epic (BI)
Mexico City, Parched and Sinking, Faces a Water Crisis (N)
Trump’s ‘Winter White House’: A Peek at the Exclusive Members’ List at Mar-a-Lago (N)

February 18 (Saturday)

Markets
The S&P could hit 2,500 by the end of the year: Yardeni (C)
Bank of America: Davos Man Vs. Joe Six-Pack (BI)

Oil
More Oil Drillers Decide to Leave It in the Ground (W)
Shale Drilling Is on a Roll as OPEC Cuts Keep Oil Above $50 (B)

Central banks
Bullard Speaks with Fox Business, Part 1: Monetary Policy Outlook (FRB-SL)

US
Why Small Business Favors Trump—So Far (BR)
Americans have $12.58 trillion of debt — here's what it looks like (BI)
Student Debt in America Has Hit a New Record (B)

Europe
Marine Le Pen wants to leave the euro — here's what that might mean for the 'new French franc' (BI)
French Left Weighs United Front Against Le Pen; Bonds Drop (B)
Brexit Bulletin: Blair Calls for an Uprising (B)
UK retail sales had a horrible month in January as post-Brexit inflation starts to bite (BI)
Greece will run out of money in July and its creditors can't agree on what to do (BI)
OECD Economic Surveys: Italy

China
China’s Growth Odyssey

Japan
Japan Quietly Reflates, Buying Time for Reckoning With Debt (B)

US politics
As Tax Debate Heats Up, Lawmakers Struggle to Think of a Plan B (W)
Trump Team’s Growth Forecasts Far Rosier Than Those of CBO, Private Economists (W)
Climate doubter Pruitt takes EPA reins as Trump targets regulations (R)
Four Candidates ‘In Play’ for National Security Adviser (W)
Congress Goes Home, and Constituents Fired Up Over Health Care Are Waiting (N)
Popular Domestic Programs Face Ax Under First Trump Budget (N)
A Tale of Two Trumps (BR)
Trump's approval rating is off to the worst start for a president in recent history (BI)
Trump goes to his comfort zone: campaigner-in-chief (R)
Trump's In-Laws May Put Fannie Mae, Freddie Mac in a Tough Spot (B)

Geopolitics
Pence Pledges to Hold Russia Accountable (B)
Pence pledges U.S. support to Europe, NATO (R)
Tillerson Urges China to Confront North Korea (W)
China to suspend all imports of coal from North Korea (R)
North Korea’s young marshal flexes his muscle (FT)
German business chief hits back at Trump attack (FT)
Trump was going to be super tough on China — then they granted his company trademark rights (BI)

Industries & companies
Autos: GM Shares Could Drive 35% Higher (BR)
Autos: Auto Parts Maker Adient Could Have 35% Upside (BR)
Biotech: Why Biotech Looks Like a Good Bet in 2017 (BR)
Consumer: Nestlé Drops Targets as Consumer Giants Struggle (W)
Defense: Trump Hints at Large Order for Boeing's Super Hornet Fighter Jet (B)
Financials: Fannie Mae Will Pay U.S. $5.5 Billion After Reporting Profit (B)
Financials: Pimco's Turnaround Gathers Pace With $5 Billion in January (B)
Financials: Global insurance market trends (OECD)
Retail: At Home With Home Depot (BR)
Retail: US Census Bureau: Quarterly Retail e-Commerce Sales
Tech: AT&T to Sell Unlimited Wireless Data Plan Without Pay TV (W)
Tech: Future Phones: Technology You Can See and Touch (BR)

Technology
Bershidsky: Facebook Plans to Rewire Your Life. Be Afraid. (B)
Industrial Revolution Comparisons Aren't Comforting (B)

Offbeat
Financials: Fund’s $600 Million Lost Week Captivates Traders (W)
Dog Walkers to Be More in Demand Than Teachers in Next Decade (B)

February 17 (Friday)

Markets
Investors Look Past Headlines as Bull Market Roars Ahead (N)
Stocks pause for breath as reflation trade falters (FT)
BlackRock Backs Gold to Hedge Market Risk (B)
French bond trading soars on fear of populist wave (FT)

Central banks
Markets brace for a shakeup at the top of the Fed — Deutsche Bank economists (BI)
Scoring the Fed's Decision: Will It Be Wise to Tighten in March? (B)
BOJ's Kuroda warns low rates may sow the seeds of a new financial crisis (BI)

US
While We’re Distracted by the Drama, the Economy Seems to Be Taking Off (N)
Philly Fed index rockets to 33-year high in another postelection blast (MW)
Short-Run Effects of Lower Productivity Growth: A Twist on the Secular Stagnation Hypothesis
The US economy may be catching up to America's Trump-inspired enthusiasm (BI)
U.S. Housing Starts Slide in January (W)
U.S. Household Debts Climbed in 2016 by Most in a Decade (W)

Europe
Eurozone set to miss deadline for Greek deal (FT)
Don't Expect a Fake News Epidemic in Europe (B)

China
China Moves to Keep Its Deadly Opioids Out of U.S. (W)

US politics
Rahm Emanuel: The tax code will be easier for Trump to reform than Obamacare (C)
Administration Plans New Immigration Order Next Week (W)
Alexander Acosta Nominated for Labor Secretary (W)
Trump, in unprecedented fashion, airs grievances in an epic 77-minute press conference (BI)
Trump says 'press is out of control' in news conference (R)
Trump Defends Himself, Denies Links to Russia (W)
Trump Rejects Portrait of Chaotic White House in Attack on Media (B)
Trump says Flynn did nothing wrong in Russia calls (FT)

Geopolitics
Zuckerberg: Building Global Community
Trump, Meeting With Netanyahu, Backs Away From Palestinian State (N)
U.S. ambassador at U.N. says Trump supports two-state solution

Industries & companies
Financials: Goldman Sachs climbs to a record high (BI)
Tech: Google boasts of a big sudden improvement in its plan to connect the world with internet-beaming balloons (C)

Offbeat
Tillerson Forced to Stay at Sanitarium in German Village for G-20 (B)
Here's a giant image of Putin caressing a pregnant Trump projected on a New York Apple store (BI)

February 16 (Thursday)

Markets
Stocks post best winning streak in 25 years (NN)
U.S. Stocks Again Close at New Highs (W)
Political fears hit Europe’s corporate bond market (FT)

Central banks
Markets Learn to Live With a More Hawkish Yellen (B)
Yellen Defends Fed’s Large Balance Sheet During House Questioning (W)
FED'S ROSENGREN: I think we could hike rates at least 3 times in 2017 (BI) | Speech

US
No More Waiting: Inflation May Have Already Hit Fed's Target (B)
Consumer Prices Up 0.6% in January (W)
U.S. Retail Sales Rose More Than Expected (W)
U.S. Industrial Output Slipped in January (W)
U.S. Home Builder Confidence Slips in February (W)

Europe
French Election Puts Possibility of ‘Frexit’ on the Agenda (W)
EU Approves Long-Awaited Trade Deal With Canada (W)
Stop Dithering Over Greece (B)
Rise of refugee ‘fake news’ rattles German politics (FT)
People are ignoring the biggest threat to the eurozone — and it isn't the French or Dutch elections (BI)

Japan
Lost Sleep Is Costing Japan's Economy Billions (B)

China
Goldman Warns of China Economy Risks During Year of the Rooster (B)
From 'Made in China' to 'Made by China for China' (B)

US politics
Trump blasts 'criminal' leaks by intelligence agencies, calls Flynn 'wonderful' (R)
Spy Agencies, FBI Probe Trump Team’s Russia Calls (B)
The Political Assassination of Michael Flynn (B)
Congress struggles to deal with White House chaos (FT)
Puzder Withdraws as Trump’s Nominee for Labor Secretary (W)
Three Charts That Show Markets Aren't Betting on GOP Border Tax (B)
The Trump administration just proposed big changes to Obamacare (BI)

Geopolitics
The Kremlin Is Starting to Worry About Trump (Foreign Policy)
Trump Drops Two-State Solution as Cornerstone of Mideast Peace (B)
Trump directly tells Israeli Prime Minister Benjamin Netanyahu to 'hold off on settlements for a bit' in Israel (BI)
U.S. Defense Secretary Warns NATO Allies on Military Spending (W)

Industries & companies
Financials: Trump Administration Aims to Calm Insurers During Health-Law Limbo (W)
Financials: Bank of America Misses a Big Options Payday, Goldman Cashes In (W)
Retail: Trump Tells Retail Executives Tax Overhaul Plan Coming Soon (B)
Media: Verizon, Yahoo Near Revised Deal That Cuts Price (W)
Media: Fox probed on sexual-harassment deal disclosures (FT)
Telecom: Amazon, Google Consider Turning Smart Speakers Into Home Phones (W)

Technology
For the Blind, an Actual-Reality Headset (W)

Offbeat
Trump is reportedly 'especially upset' by portrayal of Steve Bannon as the Grim Reaper on 'SNL' (BI)
What Impeachment Meant to the Founders (B)
Americans Just Broke the Psychologists’ Stress Record (B)

February 15 (Wednesday)

Markets
U.S. Stocks Again Close at New Highs (W)
Warren Buffett's Berkshire takes huge bite of Apple shares, ups stakes in airlines (C)
Don’t write off investment research (FT)

Central banks
Yellen Says Fed Will Consider Raising Rates at Coming Meetings (W) | Testimony

US
Small-business sentiment keeps up post-election groove, NFIB says (MW)
PPI shows biggest gain in wholesale inflation since 2012 (MW)
When It Comes to Moving, Millennials Are Stuck in the Mud (B)
No tax reform without border adjustment tax, Rep. Nunes says (C)

Europe
Eurozone Economy Weaker Than Previously Reported (W)
Greece Wants Concessions on Creditor Demands (W)
Italy considers €5bn bailout of regional banks (FT)

China
Inflation in China is heating up fast (BI)

US politics
Trump Knew Weeks Ago of Misleading Statements by Flynn (W)
After Flynn Tumult, Trump White House Is at a Crossroads (W)
Pressure builds for probe into Trump-Russia ties (FT)
Omarosa Manigault reportedly said the Trump administration is compiling 'dossiers' on journalists (BI)

Geopolitics & trade
A quick guide to the ‘border adjustments’ tax (Brookings)
U.S. business in China warms to possible Trump trade policy shake-up (R)
Russia has secretly deployed a cruise missile that US says violates an arms treaty, report says (C)

Industries & companies
Autos: Ditching Opel Is Next Step in GM CEO’s Profit Drive (W)
Financials: Cigna Faces Off With Anthem, Escalating Fight by Scrapping Deal (B)
Financials: AIG Posts $3.04 Billion Loss, Adding to CEO Hancock's Woes (B)
Financials: Credit Suisse just made a $2.3 billion loss (BI)
Financials: Goldman Stock Hits Record on Bets Trump Will Unleash Wall Street (B)
Financials: Yellen Rejects Trump Attacks on Dodd-Frank, Says Banks Now Safer (B)
Financials: The Dodd-Frank Rule Banks Want to Keep (W)
Financials: How Fintech can take off without getting hampered by regulations (Brookings)
Health Care: Humana says it plans to pull out of Obamacare exchanges in 2018 (C)

Offbeat
North Korean Leader Kim Jong Un’s Brother Killed in Malaysia (W)

February 14 (Tuesday)

Markets
America’s Biggest Creditors Dump Treasuries in Warning to Trump (B)
Bond Buying Surges, Tightening Corporate Spreads (W)

Oil
Oil Prices Slip Despite OPEC Cuts (W)
Oil and gas discoveries hit 60-year low (FT)

Central banks
It's Way Too Early for the Fed to Consider a March Rate Increase (B)
Yellen Unlikely to Rule Out March Hike in Capitol Hill Testimony (B)
No Laughing Matter for Kuroda With BOJ Near 40% of Bond Market (B)

US
The head of the IMF says Trump is good for the US economy for now (BI)
The Status Quo Would Be Better Than Trump for Growth: Goldman (B)
Did Dodd-Frank really hurt the US economy? (FT)

Europe
Greece Doing Better Than IMF Concedes, Top EU Official Says (W)
France warned on austerity to meet EU budget rules (FT)

China
China mulls radical output cuts, port coal ban in war on smog (R)
Steel Rebound Seen Cooling as China's Property Market Slows (B)

Japan
Japan GDP missed (BI)

US politics
Ex-Banker Gary Cohn Emerges as Economic-Policy Powerhouse in Trump Administration (W)
Speed Limits on Trump’s Infrastructure Drive: Federal Laws, Rare Species and Nimbys (W)
Steven Mnuchin Is Confirmed as Treasury Secretary (W)
Trump on Immigration: ‘Doing What We Said We Would Do’ (W)
Trump's national security adviser Flynn trying to survive crisis (R)
Turmoil at the National Security Council, From the Top Down (N)

Geopolitics & trade
Trump Hands Xi a Diplomatic Victory (B)
U.S. Eyes New Tactic to Press China (W)
Few good options in Trump arsenal to counter defiant North Korea (R)
Trump Plans Only ‘Tweaking’ of Canada Trade Pact (W)
Marchers across Mexico vent anger over Trump, and their own president (R)
Netanyahu opposes Palestinian state, Israeli minister says ahead of U.S. visit (R)
EU gears up for WTO challenge to US border tax (FT)
Why Europe Is Warning of Pax Americana's End (B)

Industries & companies
Autos: Ford CEO reveals a major fear about self-driving cars (BI)
Pharma: Allergan to buy fat-freezing company for $2.47bn (FT)
Tech: Apple Shares Hit New Closing High on iPhone Optimism (W)

February 13 (Monday)

Markets
Like The Dow, The Boom-Bust Barometer Is Making New All-Time Highs (ETF)
The Aging Market’s Meltup Continues (BR)
Energy Shares: Last Year’s Winners, This Year’s Laggards (W)
Border Tax Could Upend Global Markets, but Investors Shy Away From Any Bets (W)

Oil
OPEC's Amazing and Shortlived Compliance (B)

Central banks
'Significant uncertainty' about fiscal policy under Trump: Fed's Fischer (R)
Investors don't trust the Fed anymore (BI)
China’s Monetary Policy Is Looking Like Alphabet Soup (B)

US
U.S. Consumer Sentiment Steps Back From Last Month’s High (W)
U.S. Homeownership Rate Hits a 35-Year Low (BR)
The Jobs Surplus Is Real—Even in Manufacturing (BR)
The New Face of American Unemployment (B)
The Obamacare repeal 'could be a disaster' for states fighting the opioid epidemic (BI)

Europe
Germany Picks Anti-Trump President (B)
Even a Le Pen Win Won’t Be Enough to Break Up Euro, Banks Say (B)
Market questions: what next for French bonds? (FT)
Tsipras warns IMF and Germany over bailout talks (FT)
Swiss voters reject corporate tax reforms (FT)

Asia
Why Chinese Real Estate Stocks Are Rallying (BR)
A Quarter of the World’s GDP Is Undergoing Big Experiments (B)

US politics
Ex-Goldman Executive Takes Lead Role on Economic Policy (W)
Trump Team Leery of Too Many ‘Goldman Guys’ in Top Posts (B)
Something missing from Trump's Cabinet: Economists (C)
Immigrant communities fearful after hundreds arrested in what feds call routine 'surge' (C)
Rowdy Anti-Trump Crowds Target GOP Town Halls (W)

Geopolitics & trade
Donald Trump’s Diplomatic Moderation (C)
While Trump and Abe Bond, Their Deputies Talk Trade (B)
Japan’s Abe Calls North Korea Missile Launch ‘Intolerable’ (W)
U.S. to weigh options on North Korea missile test (R)
Russia Considers Returning Snowden to U.S. to ‘Curry Favor’ With Trump: Official (C)

Industries & companies
Media: Walt Disney Increases Theme Park Ticket Prices (B)

Offbeat
Germans outraged as U.S. plays wrong version of their anthem (R)
Americans Renouncing Citizenship at Record High (B)
Yale Renames Calhoun College Over Slavery Ties (W)

February 11 (Saturday)

Markets
Wall Street at record levels as risk appetite improves (FT)
Blankfein is so bullish on Wall Street, existing words don’t describe it (MW)
Fitch warns Trump poses risk to global economy (FT)
Bulls Are Back for European Stocks as Earnings Stagnation Ends (W)
Vanguard Reaches $4 Trillion in Assets for First Time (W)

Oil
Oil up on widespread OPEC deal compliance, U.S. rig count rises (R)

Central banks
Resignation at Fed Will Help Trump Reshape Bank Rules (W)

US
U.S. Consumer Sentiment Steps Back From Last Month’s High (W)
Housing Shortage Fuels Price Gains (W)

US politics
White House Says Cohn-Led Tax Plan Is Real and It’s Phenomenal (B)
US senators ask Blankfein to disclose Cohn links (FT)
Top Democrats to Trump: Fire Flynn (BI)

Geopolitics & trade
Trump changes tack, backs 'one China' policy in call with Xi (R)
U.S., China military planes come inadvertently close over South China Sea (R)
Trump embraces Abe after move to heal Beijing rift (FT)
Trump says U.S. committed to Japan security, in change from campaign rhetoric (R)
Shootouts in Mexico show Trump's drug cartel fight will be tough (R)
Trump says Israel should be 'reasonable' in peace process (R)
Trump May Turn to Arab Allies for Help With Israeli-Palestinian Relations (N)

Industries & companies
Autos: Ford Invests $1 Billion in Startup Founded by Two Autonomous Car Pioneers (B)
Autos: Trump Wants More American Cars in Japan. Japan’s Drivers Don’t. (N)
Financials: Financial Stocks Spike on Fed Regulatory Chief's Plan to Resign (B)
Retail: Amazon Takes Aim at Victoria’s Secret (W)
Retail: Sears shares surge on Lampert’s restructuring plan (FT)

Technology
Apple CEO Tim Cook believes augmented reality is 'a big idea, like the smartphone' (BI)
Dodge to use its parking tech to protect police from ambush attacks (C)

Offbeat
Abby Joseph Cohen, Famous for Bullish Calls, Plans to Retire (B)
What it's like to stay at Mar-a-Lago, Trump's 'winter White House' (BI)

February 10 (Friday)

Markets
Stocks Surge as Trump Signals Plan for Lower Taxes (W)
US small-caps guru Ellenbogen warns over post-election rally (FT)
BlackRock CEO Fink sees 'dark shadows' in financial markets (R)
Biggest Stock Market Bull Says Trump Rally’s Just Getting Going (B)
How China’s Dumping of Treasurys Will Affect U.S. Borrowing Costs (W)

Central banks
Kevin Warsh is a Contender for Federal Reserve Chair 2017 (BI)
Fed’s Bullard Says Fiscal Uncertainty Should Delay Rate Hike (B) | Speech
In Departure, ECB Officials Stump for the European Union (W)
BOJ Deputy Governor Speech: Japan's Economy and Monetary Policy

US
U.S. jobless claims near 43-year low; wholesale inventories surge (R)
What’s Happening With Wage Growth? (B)
One chart shows just how devastating healthcare costs are for American families (BI)
Why Does Economic Growth Keep Slowing Down? (FRB-SL)

Europe
Worries Grow Over Euro’s Fate as Debts Smolder in Italy and Greece (N)
Greek bonds sell off sharply as EU-IMF rift deepens (FT)
Treat French Debt Like Italy, But Don’t Worry About Le Pen (W)
How the Euro Became Decoupled From the Price of Assets (B)
Greece’s Never-Ending Fiscal Drama Bubbles Back Up (W)
Schaeuble Rules Out Greek Debt Cut as Violation of EU Rules (B)
Greece’s Economy Minister Confident of Creditor Deal (W)
Le Pen debt plan threatens massive default, say agencies (FT)
Candidate for German Chancellor Finds a Rallying Cry: Trump (W)
MPs give green light for Theresa May to trigger Brexit (FT)
Merkel toughens plans to remove failed asylum seekers (FT)

China
Chinese Companies Rush In Where Bankers Fear to Lend (W)
China January currency outflows (BI)

Emerging
PwC: Emerging economies expected to dwarf developed markets by 2050 (PI)

US politics
Trump Dealt Major Setback as Appeals Court Sides With Immigrants (B)
Trump vows 'phenomenal' tax announcement, offers no details (R)
If Trump and Congress 'botch' tax cut, GOP could lose House: Steve Forbes (C)
Trump Slams Air-Traffic System, Cheering Privatization Advocates (B)
Anti-Trump Employees Put Their Bosses in the Hot Seat (B)

Geopolitics & terrorism
U.S. Senators denounce Trump plan to focus counter-extremism program on Islam (R)
In call with Putin, Trump rebukes nuclear treaty (R)
Putin orders Russia's air force to prepare for a 'time of war' — and NATO doesn't stand a chance right now (BI)
Why Trump Might Target Iran’s Revolutionary Guard (B)
Nuance added to Trump's pro-Israel stance (R)
Washington Turns Attention to Yemen, Pleasing Gulf States (W)
Domestic Politics in Other Nations Are Churned by Trump’s Wild Start (W)

Industries & companies
Autos: Morgan Stanley's top auto analyst suggests GM could be broken up (BI)
Consumer: Strong demand for soda in North America boosts Coca-Cola (BI)
Consumer: Yum Brands whiffs on sales as fewer people eat at Pizza Hut (BI)
Retail: Whole Foods is sliding after missing on earnings and slashing its guidance (BI)
Tech: Intel, in Show of Support for Trump, Announces Factory in Arizona (N)

Offbeat
The 10 Biggest Superyachts Docking in Miami Next Week (B)

February 9 (Thursday)

Markets
Corporate Earnings Have Been Great, and Markets Just Don't Care (B)
Gold Nears Three-Month High as Buyers Flock Back to Top ETF (B)
Confusion Over Dollar Policy Is Keeping Currency Traders Up at Night (B)
Euro redenomination risk edges on to investors’ radar (FT)

Corporate finance
Firms Slash Interest Tab in $100 Billion Refinancing Blitz (W)

Central banks
How the ECB has changed European bond markets (FT)
BOJ Minutes

US
A Mismatch of Home Buyers and Sellers Points to Pain This Year (W)
What Happened When the U.S. Got Rid of Guest Workers? Farms Used Less Labor (W)
The Next American Farm Bust Is Upon Us (W)

Europe
IMF: Greek debt will become 'explosive' within 13 years (BI) | IMF Report
Greek Government Divided Over Deadlock in Creditor Talks (W)
Greece’s crisis flare-up couldn’t come at a worse time — for France (BI)
Brexit Bill Passed by Lower House of Parliament, Heads to Lords (B)

Asia
China Should Allow Three or More Children: Top Demographer (B)
Hong Kong's Frenzied Home Buyers Just Can't Be Stopped (B)
Cracks Are Appearing in Australia’s Trillion-Dollar Debt Pile (B)

US politics
Obamacare Provisions Gain Unexpected Backers as GOP Moves to Rewrite Law (W)
Trump Fixes Flaw in Post-Crisis Regulatory Crackdown (W)
Trump Keeps Up Pressure on Courts Over Immigration Ban (W)
Trump claims legal authority to impose travel ban (FT)
U.S. Weighs Terror Label on Iran Guard, Muslim Brotherhood (W)

Geopolitics
Companies Plow Ahead With Moves to Mexico, Despite Trump’s Pressure (W)
United Airlines CEO: Trump's Mexico wall is "damning and damaging" to America (BI)

Industries & companies
Financials: Wells Fargo Board Likely to Eliminate 2016 Bonuses for Top Executives (W)
Financials: Banks Are Finally Sprouting Anew in America (W)
Media: Disney beat on earnings despite struggles at ESPN (BI)
Media: Time Warner Posts Large Jump in Revenue (W)
Media: Viacom to Narrow Focus to Six Key Cable-TV Channels (W)
Retail: The case for why Amazon should buy Macy's (BI)
Retail: Books are back because Amazon likes them (FT)
Retail: Nordstrom Just Keeps Getting Trumped (B)
Tech: Intel Announces $7 Billion Investment in Arizona Plant (W)

Technology
Robot Baristas Serve Up the Future of Coffee at Cafe X (W)
Dyson’s perfectionists invent a future beyond vacuum cleaners (FT)

Offbeat
Study raises questions about the usefulness of equity research (FT)
Assessing international capital flows after the crisis (BIS)

February 8 (Wednesday)

Markets
Rumors Of The Bond Market Bull's Death Have Been Greatly Exaggerated (B)
In Shadow of Le Pen and Brexit, Traders Redraw European Strategy (B)
Politics Don’t Scare Fans of Ultralong European Debt (W)
Lazard’s Temple Says Time to Reshape Portfolio on Inflation Risk (B)
Emerging Markets Rally Despite Trump Worries (W)

Central banks
Fed, BOE Join Pimco's Cold Currency War With Covert Depreciation (B)
Kashkari Says Economy Still Needs Low Rates as Inflation Lags (B)
US Bank Corporate Loan Growth is Stalling (BI)
BOE’s Forbes Says U.K. Economy May Soon Need a Rate Increase (B)

US
U.S. Trade Gap Widens in 2016 as Exports, Imports Both Shrink (B)
Investors Cut Back on Commercial Property (W)
FRB-ATL: GDPNow model forecast for real GDP growth (saar) for Q1 is 2.7% down from 3.4%

Europe
German Industrial Output Unexpectedly Falls Most in 8 Years (B)
Merkel faces clash with Poland’s Jaroslaw Kaczynski (FT)
PwC predict UK economy to be the fastest growing in G7 over the next three decades
Scottish Parliament Votes Against U.K. Pulling Brexit Trigger (B)

Greece, again
IMF says Greece should meet lower fiscal surplus target (R)
IMF board split over bailout terms for Greece (FT)
Greek Two-Year Yields Approach 10% Amid IMF Standoff With EU (B)
Struggling Greece Makes Data the Enemy (W)

China
China Jan FX reserves fall below $3 trillion for first time in nearly 6 years (R)
As China’s Doors Open, Foreign Investors Worry About Exits (B)
Trump could name China a 'currency manipulator' in the coming weeks (BI)
China Courts Ivanka, Jared Kushner to Smooth Ties With Trump (B)

Emerging
Business bets on Brazil economic rally (FT)
Korea is 20 years away from a 'demographic time bomb,' IMF says (BI)
Flood of Cash Swamps India’s Tax Hounds (W)

US politics
GOP Plan to Overhaul Tax Code Gets Held Up at the Border (W)
Trump’s $1 Trillion Plan May Buy Less Metal Than You Think (B)
Trump is promising a big shake-up at the FDA — here’s what that could mean (BI)
Trump’s Immigration Action in Court’s Hands (W)
Tech CEOs Take a Stand Against Trump Order (W)
Trump’s H-1B Visa Crackdown Threatens Cutting-Edge U.S. Medicine (B)
Ivanka Trump: The Quiet Power Behind the President (B)

Geopolitics & cybersecurity
Abe drums up business pledges to woo Trump (FT)
‘Dark Web’ Sites Hit in Cyberattack (W)

Industries & companies
Asset Management: Even if Fiduciary Rule Changes or Dies, Fund Firms’ New Share Classes Will Stay (W)
Autos: GM Closes Profit Gap on Rivals as Truck Sales Rise (W)
Autos: Mexico Is Key Cog in GM’s Profit Machine (W)
Autos: GM hit from Brexit takes shine off strong US sales (FT)
Autos: VW Subsidiary to Invest $2 Billion to Promote Electric Vehicles (B)
Autos: Volkswagen Forms U.S. Unit for Zero-Emission Vehicles (W)
Autos: Ford Tries to Regain Momentum in Oversize SUVs (W)
Financials: Debating Whether Dodd-Frank Is Worth Saving (B)
Financials: Trump's push to roll back financial regulation is a 'big mistake' (BI)
Financials: French bank BNP Paribas is spending €3 billion to 'build the bank of tomorrow' (BI)
Pharma: Trump Sinks Drug Stocks Again on Medicare Drug Price Negotiation (B)
Retail: Michael Kors Focuses on Handbag Quality to Battle Discounting (W)
Tech: Apple beat Samsung in smartphone shipments for the first time in 5 years (BI)

Offbeat
Investment: Final call for the research analyst? (FT)
Sen. Warren Book on Middle Class Coming in April (B)

February 7 (Tuesday)

Markets
Trump-Policy Concerns Send Gold Shooting to a Two-Month High (B)
Goldman Sachs Economists Are Starting to Worry About President Trump (B)
European Bonds, Not the Euro, Take the Biggest Political Hit (B)

Oil
U.S. Oil and Gas Prices May Tumble On Trump's ‘Energy Revolution’ (B)

Central banks
The Mortgage-Bond Whale That Everyone Is Suddenly Worried About (B)
ECB'S Draghi fires back at the Trump team (BI)
FRB January 2017 Senior Loan Officer Opinion Survey on Bank Lending Practices

US
Abe to Tout Japan’s U.S. Investment Plans in Trump Meeting (W)
Japan readies package for Trump to help create 700,000 U.S. jobs (R)

Europe
German Factory Orders Surge Most Since 2014 on Investment (B)
Euro fades in face of French election risks (R)
France's Le Pen takes aim at EU in presidential bid launch (EU Observer)
Scottish independence vote may be decided 'within weeks' (R)

China
China's services sector, now the largest part of the economy, is chugging along nicely (BI)

US politics
Donald Trump might be more popular than you think (PO)
Trump and Staff Rethink Tactics After Stumbles (N)
Trump Immigration Ban on Track for Supreme Court (B)
The ‘Unflappable’ Guy Helping Paul Ryan Keep Peace With Trump (B)
Pence May Have to Cast an Unprecedented Vote to Get DeVos Confirmed (B)
Trump says he's mulling 'defunding' California in fight against sanctuary cities (C)
Federal workers turn to encryption to thwart Trump (PO)

Geopolitics
Iran Moves Atop Trump’s Confrontation List (W)
Iran Avoids Taking Trump Bait to Collapse Nuclear Deal (B)
Iran says U.S. sanctions stop American oil firms taking part in projects (R)
Trump Administration Explores Driving Wedge Between Russia and Iran (W)
Russia Open to Pragmatic Relationship With U.S. (W)
The Kremlin wants an apology from Fox News after Bill O'Reilly described Putin as 'a killer' (BI)
China welcomes Mattis' emphasis on South China Sea diplomacy (R)

Industries & companies
Aerospace: Trump's 'America First' policies are catapulting Boeing into dangerous territory (BI)
Autos: Toyota raises profit outlook, says will keep producing at home (R)
Financials: SEC Faces Obstacles to Rolling Back Dodd-Frank Rules (W)
Financials: The $100 Billion Reason Investors Loved Trump’s Bank Order (W)
Media: Time to Hop Off Disney’s Thrill Ride (W)
Media: Disney CEO Iger May Extend Tenure Again (W)
Pharma: Big Pharma’s Offer to Trump: Discounts When Drugs Don’t Work (B)

Technology
Amazon's supermarket of the future could operate with just 3 staff — and lots of robots (BI)

Offbeat
The Patriots’ Insane Comeback: One for the History Books (W)
This incredible bobbling catch will go down as one of the greatest catches in Super Bowl history (BI)

February 6 (Monday)

Markets
Ed Yardeni Sees Upside of 10% for US Stocks (BR)
Is It Too Late to Get In on MLPs’ Latest Bull Run? (BR)

Oil
Oil's Promised Land Slips Away on OPEC Leaks (B)
Gusher in Oil Prices Could Gain Strength (BR)
G.O.P. Hurries to Slash Oil and Gas Rules, Ending Industries’ 8-Year Wait (N)

Central banks
The Uneasy Politician: Yellen Struggles to Fend Off Fed Critics (W)
Schäuble says ECB keeps euro ‘too low’ for Germany (FT)

US politics
Cohn Emerges From Shadows Touting Dodd-Frank Overhaul (B)
Republicans Are Poised to Roll Out Their Roll Back of Dodd-Frank Law (W)
Trump's border tax plan has one problem (BI)
Democrats See Opening Against Gorsuch in Trump Attack on Judge (B)
'So-called judge' derided by Trump known for fairness, work with youth (R)
McConnell Distances Himself From Trump Stances (W)
Why Democrats probably won't win back Congress in 2018 (BI)

Geopolitics & terrorism
Trump Troubled by Ukraine Fighting, Watching Russian Response (B)
U.S. Issues Perplexing Statement on Ukraine Conflict (W)
U.S. Suggests Path to End Russian Sanctions (W)
Rubio blasts Trump's defense of Putin: 'We are not the same' (BI)
China’s Intelligent Weaponry Gets Smarter (N)
Why cyber attacks are becoming Iran's weapon of choice (BI)
Not ‘Lone Wolves’ After All: How ISIS Guides World’s Terror Plots From Afar (N)

Mexico
Mexico Teeters Between Recent U.S. Friendship and 170 Years of Hostility (W)
Mexico warns of global impact if Nafta collapses (FT)

Industries & companies
Financials: Dodd-Frank Rollback Sets Up $100 Billion Windfall for Bank Investors (W)
Retail: Steer Clear of Retail Wrecks (BR)
Tech: This Time, AMD’s Revival Is for Real (BR)

Offbeat
America’s Most Expensive House ... Times Two (N)

February 4 (Saturday)

Markets
Should Dollar Rise or Fall? The Trump Team’s Message Is Garbled (N)

Central banks
Jobs Report Justifies Yellen's Patience on Rate Hike Timing (B)
Higher Jobless Rate Suggests Economy Has Room to Run (W)
Fed Toughens Stress Test for Banks (W) | FRB releases scenarios for 2017
BOJ Minutes
Bank of Japan intervenes to buy 10-year JGBs (FT)

US
U.S. job growth accelerates in January, but wages lag (R)
Slowdown in Wage Gains Muddies Picture of Tight U.S. Job Market (B)
Skilled Workers Are Scarce in Tight Labor Market (W)
The End of Employees (W)
Trump Isn't the Only Older Worker Staying on the Job (B)

Europe
Trump Ghost Looms Over EU Summit as Leaders Push Back (B)
Conservative Fillon fights to stay in French presidential race (R)

US politics I
Trump to Order Dodd-Frank Review, Halt Obama Fiduciary Rule (B)
Trump Signs Actions to Begin Scaling Back Dodd-Frank (W)
How Big Banks Want Donald Trump to Change Regulation (W)
G.O.P. Campaign to Repeal Obamacare Stalls on the Details (N)
Republican border adjustment tax: how it could work (FT)

US politics II
Senator Warren to Gary Cohn: Recuse yourself (NN)
U.S. Revokes Tens of Thousands of Visas in Trump Travel Ban (B)
U.S. business leaders express concerns to Trump about travel ban (R)
Der Spiegel published a very graphic cover on Trump's immigration ban (BI)
Trump Vows to ‘Destroy’ Law Banning Political Endorsements by Churches (N)

Geopolitics
Trump’s Bluntness Unsettles World Leaders (W)
Trump Embraces Pillars of Obama’s Foreign Policy (N)
The Anti-Trump Is Rising in Mexico (B)
Taking the Land for the Wall Will Be a Nightmare (B)
U.S. sends Navy destroyer to patrol off Yemen amid Iran tensions: officials (R)
U.S. Imposes New Sanctions on Iran in Wake of Missile Tests (B)
U.S. warns North Korea of 'overwhelming' response if nuclear arms used (R)
In Japan, U.S. defense chief reaffirms commitment to security treaty (R)
A quick roundup of US allies the Trump administration has already attacked (C)
Israel interprets U.S. settlements statement as green light (R)

Industries & companies
Defense: LOCKHEED MARTIN: Trump's 'personal involvement' helped get lowest price on latest F-35 batch (BI)
Financials: Deutsche Bank to Cut Equities and Fixed Income Trading Staff (B)
Materials: Coal Miners Begin Selling Shares to Public Again After Period of Tumult (W)
Retail: Macy’s Receives Takeover Approach From Hudson’s Bay (W)
Retail: Hours after Nordstrom cut ties, Ivanka Trump's line has disappeared from Neiman Marcus' website (BI)
Retail: Amazon’s rising costs take shine off bumper sales (FT)

Offbeat
Will Lady Gaga Take on Trump at the Super Bowl? Place Your Bets! (W)
Vancouver home sales are crashing (BI)

February 3 (Friday)

Markets
For Many Firms, Trump Dominates Earnings Calls (W)

Oil
U.S. May Export More Oil in 2017 Than Four OPEC Nations (B)
This oil market black swan is emerging as Michael Flynn puts Iran 'on notice' (C)

Central banks
Janet Yellen: The Uneasy Politician (W)
Fed’s Bonds Are Growing Up, and That Means Less Economic Support (W)

US
Factory Skills Gap Could Spell Trouble for Trump’s Jobs Plan (B)
Trump’s Blue-Collar Populism Is Dividing Unions (B)
'Just Send Them': Emanuel Tells Trump to Send Federal Help (N)

Europe
Bank of England upgrades UK growth forecasts (FT)

China
China sends its billionaires a chilling message (FT)

Emerging
How Do Israel’s Tech Firms Do Business in Saudi Arabia? Very Quietly (B)

US politics
US will ‘leapfrog’ the world with tax reforms, says Kevin Brady (FT)
Trump corporate tax plan may yet reshape the world for investors (FT)
Trump Urges Senate to ‘Go Nuclear’ Over Court Nomination (W)
Trump threatens UC Berkeley after campus protests Milo Yiannopoulos (BI)
'Trump Adviser' Is a Contradiction in Terms (B)
Trump donor Anthony Scaramucci will not get White House role (BI)

Geopolitics
White House Set to Impose Fresh Sanctions on Iran (W)
Trump to Mexico: I might deploy troops into your country to take care of 'bad hombres' (C)
Trump Slams ‘Dumb Deal’ With Ally Australia After Testy Call (B)
‘Don’t worry’ about tough calls, Trump tells US (FT)
Ryan and McCain Play Diplomatic Cleanup After Trump Lobs Attacks (B)
US launches review of North Korea policy (FT)
Trump Pushes Dark View of Islam to Center of U.S. Policy-Making (N)

Trade
Mexico Starts 90-Day Countdown to Opening Nafta Renegotiations (B)
One Tiny Widget’s Dizzying Journey Shows Just How Critical Nafta Has Become (B)

Industries & companies
Financials: Deutsche Bank Posts Loss as Litigation Costs Bite (W)
Pharma: Trump Volatility Index Takes Pharma Companies on a Wild Ride (B)
Retail: Amazon plans more than 200 daily flights from new cargo hub (C)
Tech: Snapchat Parent Files Publicly for $3 Billion U.S. IPO (B)
Tech: Alphabet pulls ahead in driverless car race (FT)
Tech: Trump Immigration Order Unlikely to Affect Tech Hiring (W)

Offbeat
The 15 best states to live in when you retire (BI)

February 2 (Thursday)

Markets
S&P 500 ends four-day losing run as Fed holds rates (FT)
CalSTRS' actuarial staff recommends lowering assumed rate of return to 7.25% from 7.5% (P&I)
BlackRock Goes $3.7 Billion Deeper Into Pipelines, Power (W)
Warren Buffett: I bought $12 billion of stock after Trump won (R)

Central banks
Fed Stands Pat, Offers No Hint on Next Rate Move (W) | Statement
Fed Waiting to See Economic Results From Flurry of Trump Actions (B)
Japan Outlook for Economic Activity and Prices (BOJ)

Global
Measures of Inflation Tick Up Around the Globe (W)
Bridgewater's Dalio says Trump's populist policies could hurt world economy (C)

US
U.S. Factory Activity Accelerated to Fastest Pace in More Than Two Years (W)
Atlanta Fed GDP now increases to 3.4% from 2.3%
BOOM! 2017 job growth starts with a bang: ADP (C)
Wage Growth Tracker: Every Which Way (and Up) (FRB-ATL)
U.S. Auto Sales Cooled in January (W)
Cities in Midwest, Rust Belt Say They Need Immigrants (W)

Europe
Brexit is about to move a step closer to reality (BI)
Top French Presidential Candidate Battered by Scandal (W)
Greece’s Deadlocked Debt Talks Unnerve Investors (W)
Navarro revives European criticism of German policy (FT)

Emerging
Chinese manufacturing expands in January, official PMI shows (C)
Pakistan’s Middle Class Soars as Stability Returns (W)
India unveils budget aimed at reviving demand (FT)
This Mexican Town Paid the Price for Trump’s Attacks on Ford (B)

US politics I
Meet Trump’s Pick for Supreme Court Justice (B)
Trump Supreme Court nominee can clear Senate with simple rule (WT)
Scalia Disciple on Path to Supreme Court (B)
Gorsuch Is Critic of Legal Doctrine That Bolsters Executive Authority (W)
Trump's Supreme Court pick once criticized lawmakers for 'grossly mistreating' judicial nominees (BI)
Trump Court Pick Faces Senate Split by Bitter Fights (B)
The fight over Trump's Supreme Court pick might go 'nuclear' (BI)
Liberal Groups Pressure Democrats to Block Gorsuch (B)
Trump Urges Senate GOP to Scrap 60-Vote Rule for Court Pick (W)

US politics II
Tillerson Wins Confirmation as Secretary of State (W)
Trump's early moves spark alarm, resistance within the government (R)
Executive Order Draft Looks to Re-Examine Visa Programs (W)
State Dept. Dissent Cable on Trump’s Ban Draws 1,000 Signatures (N)
US trade chief seeks to reshore supply chain (FT)
Scaramucci's career as a Trump advisor is apparently stalling thanks to a deal with a Chinese firm (C)

Geopolitics & trade
US puts Iran ‘on notice’ after missile test (FT)
Trump's defense chief heads to Asia, eying China, North Korea threat (R)
Russia says Trump should be more specific on Syria safe zones plan (R)
Trump Tells Pena Nieto He Might Send Troops to Mexico: AP (B)

Industries & companies
Consumer: Reckitt Benckiser Is in Talks to Buy Mead Johnson (W)
Pharma: Trump’s Criticism of Imports Adds to Drugmakers’ Headaches (W)

Offbeat
Michael Jackson Is Worth More Than Ever, and the IRS Wants a Piece of It (B)
You Can Now Buy and Sell ‘WEED’ on Toronto’s Stock Exchange (B)

February 1 (Wednesday)

Markets
Will Trump kill the Trump rally? (NN)
Here’s why a Trump-ban selloff may be just the tip of the iceberg (MW)
History suggests that a tough month is ahead for stocks (C)
TRUMP ADVISER: Germany is exploiting the EU and US with a 'grossly undervalued' euro (BI)

Oil
OPEC achieves 82 percent of pledged oil output cut in January (R)

Central banks
Markets Are Right Not to Fall in Line With Fed's Dots (B)
Fed Grapples With Massive Portfolio (W)

US
U.S. Homeownership Rate Falls (W)
Why the Homeownership Rate Isn’t Likely to Take Off Anytime Soon (W)
Home Price Growth Showed No Signs of Slowing in November (W)
Why Single Women Are Buying Homes at Twice the Rate of Single Men (B)
A Job-Hopping Generation Has Second Thoughts (W)

Europe
Eurozone Economy Grows at Faster Pace Than U.S. (W)
Italian Banks Get Smarter on Real Estate (W)

US politics I
Trump Taps Gorsuch For High Court (W)
Trump Firing of Acting Attorney General Widens U.S. Immigration Clash (B)
Trump just ousted the acting head of Immigration and Customs Enforcement (BI)
Is Trump’s Refugee Ban Legal? The Fight Ahead (B)
'Outraged by this order' — Google's cofounder blasts Trump's immigration ban in fiery speech (BI)
Amazon Is Working With Lawmakers to Counter Trump’s Immigration Order (W)
Corporate Criticism of Trump’s Travel Ban Moves Beyond Tech (W)

US politics II
Democrats Boycott Hearings for Two Cabinet Nominees (W)
Republicans’ Paths to Unraveling the Dodd-Frank Act (N)
Trump's isolationism is bad for business (NN)
What Execs Are Saying About Trump's Policies (B)
What Wall Street thinks about Donald Trump (BI)
Trump vows to continue LGBT workplace rights protection (R)
Carl Bernstein: Trump presidency is in chaos (BI)

Geopolitics & trade
Trump’s Trade War May Have Already Begun (N)
Trump Backlash Turns Mexicans Against Nafta (B)
Mexico sees signs of U.S. change on wall payment (R)
Iran Missile Launch Detected, a Possible Violation of U.N. Resolution (W)
Germany sends tanks to Lithuania for NATO mission (R)

Industries & companies
Energy: Exxon Profit Tumbles on Charge (W)
Financials: Mastercard earnings beat by a penny a share, driven by higher holiday spending (C)
Logistics: UPS shares sink after earnings and revenue miss Street's expectations (C)
Pharma: Trump vs. Big Pharma on Drug Prices. Any Bets? (B)
Pharma: Trump to meet Novartis CEO, other pharma bosses on Tuesday (R)
Tech: Facebook Is Trying Everything to Re-Enter China—and It’s Not Working (W)
Tech: Apple beats on revenue and profit but forecasts weakness ahead (BI)

Technology
Tesla Gives the California Power Grid a Battery Boost (N)

Offbeat
Astronomers found evidence the Milky Way is one of thousands of galaxies being hurled through space by a hidden void (BI)

January 2017

January 31 (Tuesday)

Markets
US stocks suffer biggest decline of 2017 (FT)
Negative effective of currency rates on company results fall in third quarter (R)

Oil
Oil slides as strong U.S. drilling activity weakens deal to cut output (R)
OPEC Convinces Investors That Its Oil Output Cuts Are Real (B)

Central banks
Trump Era May Mean Fireworks on Fed Days (B)
Fed Gives Break to Regional Banks in Annual Stress-Test Demands (B)

US
U.S. Consumer Inflation Climbed in December (W)

Europe
Euro-Area Economic Confidence Hits Highest Level Since 2011 (B)
Draghi’s Right, It’s Too Early to Start the Euro Inflation Party (B)
German current account surplus to hit record, world's largest in 2016: Ifo (R)
Italy Tries to Skirt a Populist Revolt (W)

China
With Pen Plan, China Etches Nationalist Economic Policy (W)

Japan
Japan faces working hours ‘shokku’ (FT)

US politics
Trump Signs Executive Order to Cut, Restrict Regulations (W)
Trump’s Bid to Slash Regulations Faces Bureaucratic Roadblocks (B)
Trump Pledges ‘Big Number’ on Dodd-Frank (B)
Trump just made an unprecedented, 'radical' change to the National Security Council (BI)
Trump to Add CIA Director to National Security Council (W)
Hillary Clinton received 800,000 votes from noncitizens, bolsters Trump argument, study finds (WT)
New York Gov. Cuomo Wants to Amend State Constitution to Protect Abortion Rights (W)

US immigration
Trump’s Entry Ban Promises Constitutional Showdown (B)
Donald Trump backs down on green card immigrants (FT)
State Department Told to ‘Get With the Program’ (B)
Countries Under Ban Aren’t Main Sources of Terror Attacks (W)
Next Trump Move on Immigration to Hit Closer to Home for Tech (B)
Amazon Is Working With Lawmakers to Counter Trump’s Immigration Order (W)
Coca-Cola Opposes Trump Travel Ban, Assesses Employee Impact (B)
Chobani Founder ‘Very Concerned’ About Trump’s Immigration Order (B)

Geopolitics & trade
What We Know About Border Adjustment and How It Would Work (W)
Putin's Russia in biggest Arctic military push since Soviet fall (R)
Ukraine says more soldiers killed in deadliest clashes in weeks (R)
Israeli parliament to vote on bill legalizing settlement outposts (R)

Industries & companies
Airlines: U.S. Airlines Tumble Amid Fear Trump Travel Ban Will Spread (B)
Energy: Tesla’s Battery Revolution Just Reached Critical Mass (B)
Pharma: Mylan Faces U.S. Antitrust Investigation on EpiPen Practices (B)
Retail: Walgreens, Rite Aid Shave $2 Billion Off Deal Price (W)
Tech: Facebook Is Trying Everything to Re-Enter China—and It’s Not Working (W)

Offbeat
InterNations: Countries with the best quality of life in the world for expats (BI)

January 30 (Monday)

Markets
Next Stop, Dow 30,000 (BR)
20,000 Reasons to Be Wary of the Market (BR)
A Skeptic’s View of the Trump Rally (BR)
The Rally’s Next Test: Can Earnings Keep Up With Stock Prices? (W)
Patriots Bearish, Falcons Bullish in Super Bowl (W)

Oil
Border tax ideas roil oil markets, favor Gulf Coast refiners (R)

US
U.S. economy slows on wider trade gap; business spending rises (R)
Immigration Rules to Exacerbate Home Builders’ Labor Shortfall (W)
U.S. Jobs for U.S. Machines (BR)

Europe
Germany's Schaeuble admits 'mistakes' in refugee policy (R)

Japan
Trump policies lift Kuroda hopes of new term (FT)

Emerging
Why Indonesia Is a Haven From Protectionism (BR)

US immigration I
Trump bars door to refugees, visitors from seven mainly Muslim nations (R)
Trump Says Move on Middle East Travel ‘Not a Muslim Ban’ (B)
Judges Block Parts of Trump’s Order on Muslim Immigration (B)
White House Says Green-Card Holders Exempt (W)
Trump aides divided over policy shielding 'dreamer' immigrants: sources (R)
Trump’s Visa Ban Order: The View From a Worried Middle East (B)
Airports Gripped by Confusion After Courts Rule on Travel Curbs (B)

US immigration II
U.S. tech leaders sound alarm over Trump immigration order (R)
Google Recalls Staff to U.S. After Trump Immigration Order (B)
Under fire, British PM May criticises Trump curb on refugees (R)
Justin Trudeau takes jab at Trump, says refugees are welcome in Canada (BI)

US politics
There are a lot of problems with Trump's 20% border tax idea (BI)
Trump puts five-year lobbying ban on his political appointees (R)
Trump Adds Steve Bannon to National Security Council (W)
Kellyanne Conway on Trump executive orders: 'Get used to it' (BI)
Trump’s Tax Plan Could Preserve Millions in Savings for His Businesses (W)
Trump’s Immigration Ban Excludes Countries With Business Ties (B)

Geopolitics & cybersecurity
Trump talks to Putin, other world leaders about security threats (R)
On Globalization, China and Trump Aren’t So Far Apart (W)
Rudy Giuliani’s Passion for Cyberdefense (W)

Industries & companies
Autos: Auto Parts Maker Would Raise Prices to Offset Trump’s Proposed Mexico Import Tax (W)
Insurance: Health Insurer Anthem Has 30% Upside (BR)
Retail: Retailers in Crisis (BR)
Retail: Amazon and Auto Parts (BR)
Tech: Apple strategy in 'smart home' race threatened by Amazon (R)
Tech: Apple Joins Tech Rivals in AI Research Group (W)
Tech: Microsoft Looks Like a Better Bet Than Intel (BR)

Technology
Scientists see a mind controlled virtual reality (R)
Virtual Reality’s Latest Step Toward Substance (BR)

Offbeat
Guess Which Way the Doomsday Clock Just Ticked (B)
Trump Tower Has Rental Bargains, If You Can Get Past Security (B)

January 28 (Saturday)

Markets
U.S. Stocks Slip but End Week Higher (W)
German Inflation's Back. Look Out, Bonds (B)
A Default in China Spreads Anxiety Among Investors (W)
Trump Win Pushes Recession Back Five Months, Says Deutsche Bank (B)

Central banks
Wait-and-see central banks to play second fiddle to Trump (R)

US
U.S. Growth Cools on Trade Drag as Business Spending Rises (B)
U.S. Durable-Goods Orders Fall Due to Big Drop in Defense Category (W)
Consumer Sentiment Notches New Decade-Long High (W)
Share of U.S. Workers in Unions Falls to Lowest Level on Record (W)
The huge disparities in US life expectancy in five charts (FT)

US politics
House Speaker Paul Ryan: 'It's going to take more than simply 100 days' (R)
Republicans Now Marching With Trump on Ideas They Had Opposed (N)
Trump Warms to House Republicans’ Proposed Border-Adjusted Tax (B)
Trump to halt refugee flow from some Muslim-majority nations: White House official (R)
Sanctuary cities see legal holes in Trump's immigration orders (R)
Trump’s campaign made big data personal (FT)

Geopolitics & trade I
Trump and Peña Nieto in ‘very friendly’ phone call (FT)
Trump says Mexico has taken advantage of U.S. 'for long enough' (R)
Nafta’s Impact on U.S. Has Been Mixed (W)
White House Sows Confusion About Plan for a 20% Import Tax (N)
Trump’s 20% Import Tax May Be Another Gift for Canadian Oil (B)
Trump Tax Idea for Wall Echoes House GOP Plan (W)

Geopolitics & trade II
Chinese military official warns that war with US under Trump is becoming a 'practical reality' (BI)
May Preaches Free Trade in U.S. as Trump Turns Up Heat on Mexico (B)
Trump Emphasizes Close Ties With U.K. in News Conference With May (W)
U.N. envoy warns U.S. allies: have our back or else (R)
Trump’s Gamble: Luring Countries Into Deals (W)

Industries & companies
Consumer: Nesquik Cuts Back on Sugar, Hoping to Sweeten Sales (W)
Consumer: Colgate-Palmolive Plans Ad Push to Stoke Sales (W)
Pharma: Merck Gives Details on U.S. Drug-Pricing Practices (W)
Tech: Google Parent Alphabet Finds New Growth Beyond Search (W)
Tech: Microsoft’s Profit Rises 4 Percent, as Cloud Business Booms (N)
Tech: Toshiba to Sell Part of Its Memory-Chip Business (W)
Tech: With supplies tight, memory chipmakers head into ultra-super-cycle (R)

Offbeat
Scaramucci Scores Millions From a Buyer With Mystery Investors (B)
New Mnuchin Pay Disclosure Shows a $5.6 Million Payout (W)
Kushner’s Felon Father Back at Helm of New York Empire With Two Fellow Inmates (B)

January 27 (Friday)

Markets
We’re Already at Dow 30000, You Just Don’t Know It (W)
The Dow Hit 20,000. Now What? (N)
The Fragile Economic Foundation of Dow 20000 (W)
German bond yields hit year-high in broad sell-off (FT)

US
Donald Trump’s 4% Growth Target Is Easier Said Than Done (W)
Fourth-Quarter Growth Likely to Be Typical of Obama Era (B)
New U.S. Home Sales at 10-Month Low as Mortgage Rates Rise (B)

Europe
Le Pen uses environmental issue to broaden appeal (FT)

Emerging
Mexico Registered Small December Trade Surplus (W)
China Seeks to Calm U.S. Over Its Semiconductor Ambitions (W)

US politics I
Trump’s Uncertainty Principle (B)
Trump's Economic Approach Starts to Take Shape (B)
Corporate America split over radical import tax plan (FT)
What Obamacare Repeal Could Mean for Medicaid (B)
The EPA just delayed 30 environmental regulations created under Obama (BI)
How the Debt Ceiling Could Foil Trump Spending Plans (B)

US politics II
Trump Fulfills Conservative Wishes With Supreme Court Shortlist (B)
Trump's voter fraud probe could pave way for tougher voting rules (R)
Sanctuary cities face huge cuts by Trump policy (R)
U.S. government scientists go 'rogue' in defiance of Trump (R)
Trump Strategist Steve Bannon Says Media Should ‘Keep Its Mouth Shut’ (N)
Mass exodus at the State Department of people who don't want to work for Trump (BI)

Geopolitics & trade
Trump Wants to Build a Wall. Finding Workers Won’t Be Easy (B)
Mexico's President Rejects U.S. Plan to Build a Wall (B)
How Donald Trump’s Wall Would Measure Up to World’s Barriers (W)
How Mexico’s Trump Whisperer Could Save Nafta (B)
Kyle Bass Calls Trump ‘Gasoline’ on Smoldering Fire in China (B)
Japan Open to Two-Way Trade Talks With U.S. (W)
Philippines says U.S. military to upgrade bases, defense deal intact (R)
Israeli Cybersecurity Industry Grows as Global Threats Multiply (B)

Industries & companies
Autos: Ford Motor quarterly profit matches Street expectations (R)
Consumer: Johnson & Johnson agrees $30bn deal for Actelion (FT)
Fintech: China’s Ant Financial, Owned by Jack Ma, Makes U.S. Play (W)
Media: German Media Giant Betting on Ink and Paper as E-Books Falter (B)
Tech: Alphabet Earnings Miss Analyst Estimates on New Hardware Costs (B)

Offbeat
The Day Harvard Stopped Being a Hedge Fund (B)
Here's how much people make working for a hedge fund (BI)

January 26 (Thursday)

Markets
Boom: Dow hits 20,000 for first time ever (NN)
Does Dow 20,000 Mean It's Time to Get Out? (B)
Dow Index Vaults Over 20000 Milestone (W)
Earnings Feed Global Stock Rally as Bonds Retreat (B)
Who's President Doesn't Matter That Much to the Stock Market (B)

Oil
BP Warns Battle for Oil Market Share Could Return (W)
No Stopping Texas Shale Boom as Permian Fever Spreads to Pipes (B)

Central banks
New Keynesians, You Were Right All Along, ECB Economists Argue (B)

US
Americans Are Flipping Houses Like It’s 2006 (B)
Middle-Aged Americans Beat Millennials in Time Spent on Social Media (B)
Existing Home Sales Fell 2.8% in December (W)

Europe
German Business Expectations Fall as Protectionism Fears Grow (W)

China
China Likely to Stick to Two-Child Policy (W)
Drop in China corruption prosecutions (FT)

Emerging
Emerging Markets Greet Trump by Rushing to Sell Debt (W)
Dubai is officially home to the world's busiest international airport (BI)

US politics I
Federal Debt Projected to Grow by Nearly $10 Trillion Over Next Decade (N)
Conservatives Collide With Trump Over Budget Plans (W)
Trump Calls for ‘Major Investigation’ Into Alleged Voter Fraud (B)
Jake Tapper issued the strongest takedown yet of Trump's baseless voter-fraud claims (BI)
Trump vows federal intervention to quell Chicago gun violence (R)
Cohn to receive $100m-plus Goldman exit package (FT)

US politics II
Under Trump, It’s Make a Deal With the President—or Else (B)
Trump to sign executive orders on immigration (R)
Trump seen boosting border agents, targeting those in U.S. illegally (R)
Trump expected to order temporary ban on refugees (R)
Trump’s Immigration Revamp to Include Plans for Safe Zones Inside Syria (W)

Geopolitics & trade I
Trump to Unveil Mexico Border Wall Plans in Security Push (B)
Trump’s Orders on Border Wall Stir Concern Over Presidential Power (W)
Trump Border Wall Announcement Builds More Resentment in Mexico (W)
Mexico issued an ultimatum to the Trump administration (BI)
Mexico’s Potential Weapons if Trump Declares War on Nafta (N)

Geopolitics & trade II
High Tariffs on China, Mexico Wouldn’t Guarantee U.S. Jobs (W)
Trump Injects High Risk Into Relations With China (N)
As Trump stresses 'America First', China plays the world leader (R)
Trade war between China and the U.S. is a lose-lose: state media (R)
Trump's allies claim the US could 'do a trade deal in a week' with the UK (BI)
Why Obama sent the Palestinians $221 million during his last hours in office (BI)

Industries & companies
Airlines: Boeing’s Quarterly Profit Climbs (W)
Autos: Toyota's 'Made in America' Strategy Isn't Enough to Shield It From Trump (B)
Media: AT&T Revenue Declines (W)
Media: Amazon Steals Netflix’s Spotlight to Become Toast of Hollywood (B)
Shipping: Amazon Expands Into Ocean Freight (W)
Tech: Cisco to buy AppDynamics for $3.7 billion in growth push (R)

Productivity
A Challenge to the ‘Secular Stagnation’ Theory (W)
Has the World Reached Peak Productivity? (B)

Offbeat
Wall Street Is Hiring ... in Florida (B)
‘La La Land’ Dominates Oscar Nominations (W)

January 25 (Wednesday)

Markets
Dow Makes Another Run Toward 20000 (W)
U.S. Stocks at Records Amid Earnings, Metals Rally: Markets Wrap (B)

Central banks
Fed Debate Over $4.5 Trillion Balance Sheet Looms in 2017 (B)

US
Existing Home Sales Fell 2.8% in December (W)
CBO Sees Budget Deficit Falling to $559 Billion in 2017 (W)

Europe
U.K. Supreme Court Rules Brexit Trigger Needs Parliamentary Vote (B)
What Does U.K. Ruling Mean for Brexit and What Comes Next? (B)
Euro Area Starts 2017 on Strong Note as Price Pressures Build (B)

China
China’s Efforts to Stem Capital Outflows Are Starting to Pay Off (B)
Alibaba revenues rise 54% in ‘blowout quarter’ (FT)

US politics
Trump Pins Keystone and Dakota Pipeline Fate on Renegotiation (B)
Trump Takes Action Aimed at Approving Keystone Pipeline (W)
CEOs Savor New Status in Trump’s Washington (W)
Trump’s budget nominee urges cuts to entitlements (FT)
Trump just got his first approval rating as president — and it's not good (BI)
Trump repeats debunked claim that voter fraud caused him to lose popular vote to Hillary Clinton (BI)
This 36-Year-Old May Be Helping Run America (B)

Geopolitics & trade
China says will protect South China Sea sovereignty (R)
After U.S. exit, Asian nations try to save TPP (R)
China’s Bid to Fill U.S. Trade Shoes Risks Falling Flat (W)
A U.S.-China Role Switch: Who’s the Globalist Now? (W)
How Trump Would Rework Nafta—and What Mexico, Canada Want in Return (B)
Renegotiating Nafta: 5 points to keep in mind (FT)
Angela Merkel is facing a broader Russian disinformation campaign ahead of the German elections (BI)
Trump’s US embassy vow fires emotion over Jerusalem (FT)
Report: Obama quietly sent $221 million to the Palestinian Authority hours before leaving office (BI)

Industries & companies
Autos: Shares in US carmakers rise after Trump meeting (FT)
Financials: At Wells Fargo, Bank Branches Were Tipped Off to Inspections (W)
Health Care: U.S. blocks health insurer Aetna's $34 billion Humana acquisition (R)
Tech: Microsoft Names LinkedIn Executive to Tech Chief Role (W)
Media: Verizon misses estimates ahead of Yahoo purchase (FT)

Technology
Robots Are Taking Over Oil Rigs (B)

Offbeat
Animated map reveals the most dangerous countries in the world for tourists (BI)
CFA Institute Says 43% of Test-Takers Pass Level 1 Exam (B)

January 24 (Tuesday)

Markets
‘Trump trades’ in reverse as new presidency sparks jitters (FT)
Inside the Mind of Mnuchin: Too-Strong Dollar May Hurt Economy (B)

Oil
Oil falls as signs of U.S. output rise overshadow OPEC-led cuts (R)
Oil Producers Claim Progress in Curbing the World’s Daily Supply (N)
China and India Curb Their Enthusiasm for Oil Reserves (W)

China
China Readies for World’s Biggest Human Migration (B)
Top Goldman Forecaster Urges China to Tighten Monetary Policy (B)

US politics I
Trump Promises ‘Very Major’ Border Tax on Outsourcers (W)
Why Repealing Obamacare Is Harder Than It Sounds (B)
States Send Trump Wish-Lists for Roads and Bridges (B)
Rex Tillerson, ExxonMobil and the separation of oil and state (FT)

US politics II
Trump the Campaigner Isn’t Going Anywhere, First Days Show (B)
First days of Trump era signal America's deepening political divide (R)
Rocky First Weekend for Trump Troubles Even His Top Aides (N)
Here’s What Trump Can Learn From Andrew Jackson's First Inaugural Address (Reason.com)

Geopolitics & trade I
Trump must address Obama's withdrawal from world stage, says Kissinger (C)
Trump’s Tough Talk Further Rattles World Capitals on Day One (B)
Trump Makes Revised Trade Deals an Early Priority (W)
Trump Pulls U.S. Out of Pacific Trade Agreement (W)
Japan's PM says will keep seeking Trump's understanding on TPP (R)
Canada Signals Possible U.S. Trade Deal That Excludes Mexico (B)
Mexican President Vows to Protect Migrants, Free Trade (W)
Merkel vows compromise with U.S. on trade, military spending (R)

Geopolitics & trade II
China Says Prepared to Lead Global Economy if Necessary (W)
Trump and Xi Can Help Each Other on Trade (B)
China Slams Western Democracy as Flawed (B)
China urges Trump administration to grasp importance of 'one China' (R)
US to protect its interests in South China Sea (FT)

Industries & companies
Autos: Auto Industry’s No. 1 Preoccupation: Trump (W)
Autos: A Rising Tide of Used Cars Threatens Ford’s Profits (B)
Energy: Halliburton Profit Beats Estimates as U.S. Drilling Gains (B)
Media: Yahoo Faces SEC Probe Over Data Breaches (W)
Media: Yahoo Sees Verizon Deal Taking Longer Than Expected (W)
Media: Sprint to Buy 33% of Jay Z’s Tidal Music Service (W)
Retail: Retail Malaise Puts Pressure on Chains to Shutter More Stores (B)

Offbeat
Soros has ties to more than 50 ‘partners’ of the Women’s March on Washington (N)
Secret Service to investigate Madonna (Daily Mail)

January 23 (Monday)

Markets
‘Trump rally’ at crossroads as markets await clear signals (FT)
Investors Taper Bullish Bets (W)
How Often Does a Stock Move 19% in One Day? Not Often (W)
Global Uncertainty Gets Brushed Off in U.S., Europe (W)

Oil
OPEC and Friends on Track to Comply With Deal to Cut Output (B)
Oil-Output Cuts Proceeding Faster Than Planned (W)
Why Saudi Arabia May Unravel OPEC's Big Deal (B)
OPEC Shrugs Off Threat of U.S. Cutting Oil Imports (B)
U.S. Oil Producers Ramp Up Spending (W)

US
Raging Inflation Has Not Arrived (BR)

Europe
Europe’s Future Scares Davos Elite (B)

US politics I
Trump’s inauguration speech — annotated (FT)
Inaugural Speech Dims G.O.P. Hopes for a More Conservative Trump Agenda (N)
Trump Turns a JFK Phrase Against His Message (B)
White House says media delegitimizing Trump, won't 'take it' (R)
Trump Aide Says Press Secretary Presented ‘Alternative Facts’ (B)
Trump attack on media sets tone for start of presidency (FT)

US politics II
Massive Protests Target Trump Agenda (W)
Unprecedented anti-Trump protests led by women (R)
Trump reacts to mass protests with conciliatory tweets (FT)
CEOs Say Take Trump Seriously, But Not Literally (B)
After Trump’s Health-Law Directive, a Dash to Decode It (W)
Trump Reverses Obama's Mortgage Fee Cuts on First Day (B)

Geopolitics & trade
Trump trade strategy starts with quitting Asia pact: White House (R)
Chief of Taiwan's Foxconn says rise of protectionism unavoidable (R)
Foxconn CEO says investment for display plant in U.S. would exceed $7 billion (R)
Syria Talks to Test Russia-Turkey Cooperation (W)
Netanyahu to Speak to Trump (W)
May Says She Won’t Back Down From Challenging Trump (W)
Here are the 4 geopolitical hotspots of 2017 (BI)

Industries & companies
Retail: Department stores are facing 'the worst results since the recession’ (BI)
Tech: Samsung Blames Battery Size for Galaxy Note Fires (W)

Technology
Technology’s Long-Term Toll on the Middle Class (W)

Offbeat
Watch Ashley Judd’s ‘Nasty Woman’ Speech at Women’s March [VIDEO] (Variety)
Watch Madonna’s Speech at the Women’s March in Washington [VIDEO] (Variety)
'Pathetic. Embarrassing': Morning Joe host dubs Trump press secretary's first briefing a 'hostage video' (BI)

January 21 (Saturday)

Markets
Dow Rises Nearly 100 Points as Trump Takes Office (W)
Markets give muted response to Trump speech (FT)
How Markets Reacted to U.S. Presidents’ First 100 Days (W)
Mexico's Peso Is Top Performer on Trump's Inauguration Day (B)

Oil
U.S. Oil Producers Ramp Up Spending (W)
Big Oil May Finally Get to Drill in the Arctic, But Is It Worth It? (B)

Central banks
Now (Jan. 2017): YELLEN: Running the economy 'hot' would be 'risky and unwise'
Then (Oct. 2016): Yellen Cites Benefits to Running Economy Hot for Some Time (W)
Yellen Backs Gradual Rate Rises as Fed Not Behind the Curve (B)
ECB Survey Sees Draghi Wishing Farewell After Increasing Rates (B)

US
Trumponomics may be wrong medicine for U.S. economy today (R)
What to Expect from Trumponomics (B)
Trump Seeks 4% Annual GDP Growth, High End of Prior Goals (B)
Companies’ Job Pledges: Analyzing the Numbers (W)

China
China Leans on Stimulus to Hit 6.7% Growth (W)

US politics I
Trump Takes the Reins of a Deeply Divided Nation (B)
Trump’s Presidency Opens With Combative ‘America First’ Address (B)
Trump Indicts Political System, Remains the Outsider (W)
Trump Vows Sweeping Changes for U.S. (W)
How Trump Aims to Broadly Reshape Policy (W)
The government secrets Trump is about to discover (PO)

US politics II
Republican Governors Balk as Congress Races to End Obamacare (B)
Mnuchin Puts Pressure on Banks Over Volcker Rule, Glass-Steagall (B)
Trump Nominees Make Clear Plans to Sweep Away Obama Policies (N)
Conway blasts confirmation hearing 'show trials' (PO)

US politics III
Trump can't stop talking about how he won (PO)
‘He Has This Deep Fear That He Is Not a Legitimate President’ (PO)
How Trump Left Hollywood in the Cold (PO)
Who Is Paula White, Trump's Spiritual Adviser Praying at His Inauguration? (NBC)

Geopolitics & trade
In Trump We Trust: Inauguration prompts celebration in Russia (R)
Trump Doctrine’ Upends Alliance With Europe (B)
Where Trump’s Protectionism Could Hit the Hardest (W)
Davos Elites See an ‘Abyss’: The Populist Surge Upending the Status Quo (N)

Industries & companies
Autos: Ford to record pre-tax remeasurement loss of $3 billion in 2016 (R)
Industrials: GE profit up 36 percent, sales slow; affirms 2017 forecast (R)
Industrials: GE Revenue Slips, Hurt by Oil Woes (W)
Pharma: Bristol-Myers shares slide on immunotherapy setback (FT)
Retail: Walgreens Faces U.S. Antitrust Concerns Over Rite Aid Deal (B)

Technology
Impact of job-stealing robots a growing concern at Davos (R)

Offbeat
Trump aides jockey for best White House real estate (PO)
Melania Trump’s blue dress channels Jackie Kennedy (FT)
Indian Travel Boom Is Sending Tourists Home With Superbugs (B)

January 20 (Friday)

Markets
Trump’s presidency could give investors a bumpy ride (CBS)
Blankfein: The markets were already great before Trump's win (BI)
Soros Says Markets to Slump With Trump, EU Faces Disintegration (B)
Markets Take China’s Treasury Selloff in Stride (W)

Commodities
US shale is ready for a comeback (BI)
‘Permania’ grips the US shale oil industry (FT)
Aluminium on a tear on hopes for China supply cuts (FT)

Central banks
Trump and Yellen Look to Be on a Collision Course (N)
Fed Unlikely to Snuff Out U.S. Economic Expansion, Dudley Says (B)
Fed's Kaplan, warning on debt, urges care on fiscal policies (C)
Draghi Dovish as ECB Stands Pat (W)
ECB holds steady on rates amid inflation dilemma (FT)

Global
Davos Elite Seeks Fixes to Defend the System From Populists (B)
Davos Elite Fret About Inequality Over Vintage Wine and Canapés (N)
Davos CEOs 'go local' on supply chain in Trump era (R)
Joe Biden Speech at the World Economic Forum in Davos: Transcript (Fortune)
Global Americanization ends tomorrow: Eurasia's Ian Bremmer (R)

US
Does a Strong Dollar Slow the Growth Rate of GDP? (FRB-STL)
The Mortgage Market’s $1 Trillion Pocket of Worry (W)
CBO’s Long-Term Projections of Labor Force Participation
Household Formation over Time: Evidence from Two Cohorts of Young Adults (FRB-BOS)

Japan
Abe Seeks to Give Japan's Temporary Workers a Lift (B)

China
The real problem with China's corporate debt load (BI)

US politics
Trump’s Style: ‘Deliberate Chaos’ (W)
Voter Anxiety That Fueled Trump’s Victory Turns to Hope for Jobs (W)
Trump, His Children, and 500+ Potential Conflicts of Interest (W)
Mnuchin Defends Banking Past, Advocates Strong U.S. Dollar (B)
Mnuchin adds to mixed signals over Trump dollar policy (FT)
Perry Regrets Call to Eliminate Energy Department (W)
Trump to Keep Top Obama Administration Officials (W)
How Border Adjustment Could Cause a Wealth Drop (W)
Obama's Failing Was a Lack of Ambition (B)
In Farewell, Obama Sets Red Lines That Would Pull Him Back Into Fray (N)

Geopolitics & trade
Ross escalates Trump trade criticism against Beijing (FT)
China Pledges Cooperation With Trump Administration on Trade (B)
Russia Fears That Trump Won’t Be Such a Great Deal After All (B)
Top Trump Adviser: UK/U.S. Deal Could Be Ready in 'Six Months' (Breibart)
May Hints at Trump Rebuke in Vow to Lead on Free Trade (W)

Industries & companies
Autos: How Much Is a Trump Friendship Worth? For Tesla Shares, Up to 30% (B)
Financials: Citigroup faces questions on missing its financial targets (FT)
Financials: Wall Street Firms Use ‘Buy’ Ratings to Win Clients Access (W)
Railroads: CSX shares soar as rail industry veteran takes aim (FT)

Technology
U.S. investors see more automation, not jobs, under Trump administration (R)

Offbeat
Earth Sets a Temperature Record for the Third Straight Year (N)
Mexico Extradites Drug Lord ‘El Chapo’ to U.S. (W)

January 19 (Thursday)

Markets
Dow Slides, Weighed Down by Goldman, UnitedHealth (W)
Dow 20,000 is overrated (BI)

Oil
OPEC Chief Says ‘So Far, So Good’ on Deal to Cut Production (B)

Central banks
Bernanke: The Fed and fiscal policy
Yellen Says Economy Near Goals, Warranting Gradual Rate Hikes (B) | Speech
Yellen warns rates delay risks ‘nasty’ surprise (FT)
Fed officials prepare ground to cut bank’s $4.5tn balance sheet (FT)
ECB bond buying slide raises taper questions (FT)

Global
China takes the spotlight (BI)
President Xi's speech to Davos in full
Xi Jinping Discusses Establishing Chinese Banks in Geneva (B)
World Economic Outlook (WEO) Update (IMF)

US
Inflation Gauge Tops 2%, Supporting Fed’s Plan to Raise Rates (W)
Consumer Prices, Factory Output Tick Up: U.S. Economic Takeaways (B)
U.S. Home Builder Confidence Slips From December, But Remains High (W)
Is the Next Recession Around the Corner? Probably Not (FRB-DALLAS)

Europe
Annual inflation up to 1.1% in the euro area (Eurostat)
France’s Le Pen Centers Campaign on Quitting Euro (W)
Dimon Says Euro Zone May Not Survive If Concerns Are Ignored (B)
German Jobs Mystery Explained as Refugees Hide in Statistics (B)
Goldman May Cut London Staff by 50% on Brexit: Handelsblatt (B)

China
China 2016 home prices surge most in five years, but moderating, easing bubble fears (R)

Geopolitics & trade
Ross Hints at Duties on Chinese Steel Imports (W)
Ross Sees 'Useful Role' for Tariffs in Helping Trade (B)
Obama Warns on Mideast Volatility, Russia Tensions (W)
Biden Lashes Out at Trump Over Comments on NATO (W)

Industries & companies
Airlines: United Airlines beat fourth quarter earnings estimates, but a massive tax bill is killing profits (BI)
Education: Pearson Shares Dive on Profit Warning (W)
Financials: Goldman Sachs Results Surge on Trading Bounce (W)
Financials: Citigroup Reports Higher Earnings (W)
Financials: Deutsche Bank Said to Warn Job Cuts Continuing as Bonuses Axed (B)
Financials: Credit Suisse Completes $5.3 Billion U.S. Deal Over Toxic Debt (B)
Media: Netflix Tops Analysts’ Estimates With 7.05 Million New Customers (B)
Pharma: Pfizer warns of ‘big challenge’ ahead from strong dollar (FT)
Tech: Qualcomm allegedly paid Apple billions of dollars in rebates to use its chips (BI)
Tech: Oracle Sued by U.S. Over Alleged Discriminatory Pay, Hiring (B)

Offbeat
These Are the Countries Facing the Highest Risks Today (B)

January 18 (Wednesday)

Markets
These Are the Biggest Global Risks for 2017 (B)
Beware of unconditional love for Japanese shares (FT)

Currencies
Trump Comments Signal Shift in Approach to U.S. Dollar (W)
Trump’s ‘Open-Mouth Operations’ Make Twitter Key for FX Traders (B)
Trump’s Options for Weakening Dollar Extend Far Beyond Tweeting (B)
Trump Advisor Scaramucci Says U.S. Can Withstand Rising Dollar (W)

Commodities
One Country’s Oil Collapse Is Unintentionally Helping OPEC (B)
Copper Tethered to Dollar’s Moves (W)
Brexit Plus Trump Equals Winning Streak for Gold During January (B)

Central banks
Central Banks Drop Their Bazookas (W)
Why Fed Watchers Think Yellen Is Plotting Three Hikes This Year (B)
Fed Unlikely to Snuff Out U.S. Economic Expansion, Dudley Says (B)
Fed’s Williams Sees Gradual Hikes to Keep Economy on Track (B)

US
Health of US public pension funds improves (FT)

Europe
Donald Trump takes swipe at EU as ‘vehicle for Germany’ (FT)
Trump: Brexit 'A Great Thing,' EU to Continue to Break Apart (ABC)
Trump's criticism only draws Europeans closer, says French minister (R)
PM May indicates Britain will seek 'hard Brexit' in EU talks (R)
May Ready to Announce Britain Will Leave EU Single Market (B)

China
China Home Price Growth Slows as Further Property Curbs Imposed (B)
Globalization not to blame for world's ills: China's Xi (R)
China’s Xi Jinping Defends Globalization at Davos (W)

Emerging
Political Crisis Engulfs Samsung, a Firm Tied to South Korea’s Success (N)

US politics I
As Trump Era Arrives, a Sense of Uncertainty Grips the World (N)
Trump Warns on House Republican Tax Plan (W)
Trump Explains Why He Twists Business’s Arms (W)
Trump's Nationalization by Twitter (B)
Trump's Trade Plan Is a Looming Disaster (B)
Top Trump trade adviser offshored thousands of jobs (R)

US politics II
Trump Least Popular New President in at Least a Generation, Poll Finds (W)
Treasury Pick Mnuchin Followed His Own Rules (W)
Trump Health Secretary Pick’s Longtime Foes: Big Government and Insurance Companies (N)
Trump team defends health pick Tom Price over ethics charge (R)
Trump's Interior Pick Says Climate Change Is No Hoax (B)
Ross Discloses Assets Worth at Least $336 Million (B)

Geopolitics
Russia expects dialogue with Trump on nuclear weapons: Lavrov (R)
'We waited for decades': Polish govt welcomes US troops (FO)

Industries & companies
Aerospace: Trump Meets Boeing CEO Muilenburg Again Over Air Force One Costs (B)
Autos: General Motors Plans at Least $1 Billion in Fresh U.S. Investment (W)
Autos: Hyundai to Invest $3.1 Billion in U.S. Plants (W)
Chemicals: Bayer Will Keep Monsanto Jobs in U.S., Trump Team Says (W)
Chemicals: Bayer offers $8bn R&D spend to win Trump favour for Monsanto deal (FT)
Consumer: With Reynolds Deal, BAT Looks to U.S. for Growth (W)
Consumer: BAT agrees takeover of Reynolds in $49.4bn deal (FT)
Financials: A quick look at Friday's big bank earnings (C)
Financials: JPMorgan Profit Beats as Loan Quality, Bond Trading Improve (B)
Financials: DOJ: Deutsche Bank Agrees to Pay $7.2 Billion for Misleading Investors (B)
Retail: Wal-Mart to Create 10,000 U.S. Jobs in Nod to Trump (W)
Tech: Federal Trade Commission Files Antitrust Lawsuit Against Qualcomm (W)

Technology
Airbus CEO sees 'flying car' prototype ready by end of year (R)

Offbeat
Obama Still ‘Surprised’ by Level of Partisanship in Washington (B)
How World Economic Forum Makes Its Money at Davos Confab (B)
What Happens When Cafes Pull the Plug on Wi-Fi (W)

January 17 (Tuesday)

Markets
Every Stock Picking Opportunity Is a Way to Lose Money Too (W)

Davos
Davos Begins Amid New Chapter for Globalization (W)
Does Trump’s rise mark the end of Davos Man’s influence? (FT)

Central banks
Trump, Fed Headed for Clash Over Growth (B)
Fed Officials See Less Need for Government Stimulus (W)

US
IMF boosts U.S. growth forecasts on Trump spending, tax plans (R)
Uncertainty lingers over how Trump's tax and infrastructure proposals will impact economy (BI)
Companies Examine Moving Production to U.S. Ahead of Tax Code Overhaul (W)
Oldest Boomers Begin Mandatory 401(k) Withdrawals (W)
How Does Business Dynamism Link to Productivity Growth? (FRB-SF)
Following the Overseas Money (FRB-ATL)

Europe
German Automakers Push Back Trump’s Warning Over Mexican Plants (B)
Luxottica and Essilor agree €50bn eyewear merger (FT)
Santander to be granted exemption in US stress test (FT)

Emerging
Investors in India await Modi’s long-promised reforms (FT)

US politics
Trump’s Vow to Erase Obama Orders Takes Aim at Diversity (B)
Workers Say Andrew Puzder Is ‘Not the One to Protect’ Them, But He’s Been Chosen To (N)
Democrats’ Fissures Re-Emerge as Party Seeks New Leader (W)
In Trump’s Feud With John Lewis, Blacks Perceive a Callous Rival (N)
Summers: A bitter comedown from Donald Trump’s sugar high (FT)
Martin Luther King's daughter says 'God can triumph over Trump' (R)

Geopolitics
Trump flexes muscle against pillars of postwar order (FT)
Trump says NATO obsolete but still 'very important to me' (R)
Trump Slams NATO, Floats Russia Nuke Deal in European Interview (B)
Trump Offers Britain Quick Trade Accord as He Shuns Europe (B)
Hundreds of U.S. Marines land in Norway, irking Russia (R)
China warns Trump over Taiwan stance (R)
North Korean Defections Swell as Political Elite Look South (W)
Obama is marking the first anniversary of the Iran nuclear deal with a warning to Trump (BI)

Industries & companies
Autos: Trump threatens German carmakers with 35 percent import tariff (R)
Energy: Drilling Costs Rise as Oil Firms Return to Shale Fields (W)

Technology
Labor Force Needs to Work With Robots, Not Be Replaced by Them, Study Says (W)
Harnessing automation for a future that works (McKinsey)

Offbeat
2016 Was a Bad Year for Celebrity Deaths, by These Measures (N)

January 16 (Monday)

Markets
BlackRock and Vanguard enjoy record inflows (FT)

Industries & companies
Defense: Lockheed Tells Trump It Will Cut F-35 Costs, Create New Jobs (B)
Energy: With a Major Oil Discovery, Guyana Is Poised to Become a Top Producer (N)
Financials: Big Banks’ Results Show Strength (W)
Financials: Wall Street wins big from Trump transition (FT)
Financials: Moody’s Reaches $864 Million Subprime Ratings Settlement (B)
Technology: What Tech Earnings Will Tell Us About the Broad Market and the Economy (BR)

Europe
The New Battle for France (BR)

US politics
Clash of views in Trump cabinet sets stage for policy confusion (FT)
Hey, Congress, Smart Health-Care Reform Takes Time (B)
Trump’s Talks With Dealmaking CEOs Rattle Antitrust Lawyers (B)
The Ethics Official Dogging Trump Is Just Doing His Job (B)
Rubio’s Vote Is Key for Secretary of State Nominee (W)
Plan for pink 'pussyhats' in Washington after Trump's inauguration (R)
Immigrant-Rights Protests Planned for 50 U.S. Cities (W)

Geopolitics & terrorism
Trump Open to Shift on Russia Sanctions, ‘One China’ Policy (W)
One-China Policy Can’t Be Bargaining Chip, Beijing Warns Trump (B)
Trump suggests US sanctions against Russia are unnecessary if Moscow is 'really helping us' (BI)
Senate Panel to Probe If Trump Campaign Had Contact With Russia (B)
Trump adviser reportedly had 5 calls with a Russian envoy the day Obama announced new sanctions (BI)
Mexico says it'll respond 'immediately' to any US border tax under Trump (BI)
US border tax threatens Asian growth (FT)

Offbeat
Trump Team Shunning Davos Meeting of World’s Economic Elite (B)
Davos Chief Heeds Trump Win With Pledge to Tackle ‘Silent Fear’ (B)
The Legend of the President’s First Hundred Days (W)

January 14 (Saturday)

Industries & companies
Defense: Lockheed Martin ‘Close’ To New F-35 Deal (W)
Financials: Trump Trading Boom Is Boon to Big Bank Earnings (W)
Financials: Wall Street wins big from Trump transition (FT)
Financials: JPMorgan beats, has a record-breaking quarter (BI)
Financials: Bank of America Profit Rises 43% on Trading Gains, Cost Cuts (B)
Financials: Wells Fargo Risks Falling Behind in Era of Rising Rates (W)
Financials: BlackRock Fourth-Quarter Profit Rose (B)
Retail: Wal-Mart to Shake Up Online Team, Cut Prices in Amazon Fight (B)

Central banks
Yellen Thinks U.S. Economy Has No Serious Short-Term Obstacles (B) | Yellen speech
Bullard Discusses Low Interest Rates on CNBC
Bullard speach: Five Macroeconomic Questions for 2017
Inside the Fed's Head: The 2011 Transcripts (B)

Global
Davos Wonders If It’s Part of the Problem (B)

US
Retail sales jump in December on strong car and online shopping (BI)
Stop Waiting for Governments to Close the Skills Gap (HBR)

China
China posts worst export fall since 2009 as fears of U.S. trade war loom (R)
China's trade surplus narrowed in December as exports underwhelm (BI)
China Overseas Investment Spree Set to Run Out of Steam (W)

Japan
Japan households' inflation expectations hit four-year low: BOJ (R)
Trump’s Remarks on Trade Deficit Rattle Japan (W)

US politics I
Why Trump’s Obamacare Promise Will Be So Hard to Keep (N)
Obamacare Repeal’s First Step Clears Congress (B)
Latest to Disagree With Donald Trump: His Cabinet Nominees (N)
Trump’s Nominees Diverge on Russia, Security Issues (W)
CIA will not resume waterboarding, says Trump nominee (FT)

US politics II
Goldman Sachs Completes Return From Wilderness to the White House (N)
Anthony Scaramucci is headed to the White House as an assistant to Trump (BI)
Rudy Giuliani’s Cybersecurity Role Reflects Diminished Place in Trump World (N)
Trump Looking Beyond Traditional Medical Experts for FDA Commissioner (W)
Trump blames 'both Democrats and Republicans' for allegations (R)

Geopolitics
China warns that Trump's secretary of state pick could talk his way into war (BI)
Trump’s Pick on Trade Could Put China in a Difficult Spot (N)
China Needs Trade With Trump’s America More Than It Admits (W)
China rules the waves: how Beijing built a maritime superpower (FT)
Iran's Revolutionary Guards position for power (R)

Technology
Robots Will Take Jobs, but Not as Fast as Some Fear, New Report Says (N)

Offbeat
For Spies Inc., $1,200 an Hour Buys Dirt on the Likes of Trump (B)
Human Rights Group Portrays U.S. as Major Threat, Citing Trump (N)
Milton Friedman's Cherished Theory Is Laid to Rest - Bloomberg View

January 13 (Friday)

Markets
The Market Has Already Started to Dump Trump (W)
Dollar and stocks retreat after Trump disappoints growth bulls (FT)
Financial Shares Drag Down U.S. Stocks (W)
Soros Lost Nearly $1 Billion After Trump Election (W)

Central banks
Fed’s Evans Says Fiscal Boost Could Lift Growth Forecasts (B)
“All in all, things are looking good” Harker speech (FRB-PHL)
Fed Releases Transcripts of 2011 Policy Meetings (W)

Europe
Don’t Bet Against the Eurozone Just Yet (W)
German GDP Grows at Fastest Rate in Five Years (W)
European Elections Will Test ECB President Draghi (W)

US
OMG! House Republicans Are Preparing To Hit Consumers With A Horrible New Tax That Will Harm Trump And Hurt The Economy (FR)

China
China’s Car Sales Rose Fastest in Three Years in 2016 (W)
China car sales to slow sharply as stimulus draws to close (FT)
Calm Reigns in Chinese Stocks as Yuan Swings (W)
PIMCO sees possibility of China floating yuan in 2017 (R)

US politics I
Obamacare Repeal Effort Clears First Big Hurdle in U.S. Senate (B)
Health Care’s Bipartisan Problem: The Sick Are Expensive and Someone Has to Pay (W)
Trump, a New Style of Fighter, Takes the Ring (N)
Trump Shakes Things Up. His Future Cabinet Calms Things Down. (B)
Booker Testifies Against Colleague Sessions (W)
Booker in 2016: ‘I Feel Blessed and Honored’ to Work With Sessions Celebrating Civil Rights Advocates

US politics II
Trump Russia memo as fake as play money you buy at a toy store, former CIA analyst says (C)
Brit behind Donald Trump dossier flees home 'terrified for his safety' (BI)
U.S. Intelligence Chief Tells Trump He’s Dismayed by Leaks (B)
‘You Are Fake News!’: Trump and CNN’s Jim Acosta Get Into Shouting Match at Presser
Watchdog to Probe How FBI Handled Clinton Email Case (W)

Geopolitics
Mattis Vows to Embrace Allies, Diplomacy as Trump Defense Chief (B)
Mattis calls Vladimir Putin a threat to global order (FT)
Trump Nominee’s Proposal to Block China From Islands Sets Off Alarms (W)
Tillerson Says China Can’t Have Access to South China Sea Isles (B)
China Pushes Back After Tillerson Warns on South China Sea (B)
China launches new electronic intelligence naval ship (R)
2016 was just the start — 'Get ready for more populist governments' (BI)

Industries & companies
Airlines: Delta Air profit falls 36.5 percent (R)
Autos: Trump's Twitter Bully Pulpit Has Automakers on Edge (B)
Autos: Fiat Chrysler Accused of Diesel Emissions Cheating by U.S. (B)
Pharma: Trump's Drug-Price Stance Puts Pharma on Notice
Retail: Amazon to Create 100,000 New Jobs in U.S. in Next 18 Months (B)
Tech: Trump, tech tycoons talk overhaul of H1B visas (R)

Technology
Artificial Intelligence and Robotics (FT)

Offbeat
What ‘The Founder’ Can Teach Us About Starting a Business (W)
John Kerry to visit Vietnam in last move of Obama ‘pivot to Asia’ (FT)

January 12 (Thursday)

Markets
Jeff Gundlach gives his full outlook for markets and the economy in 2017 (BI)
Gross says this key bond level is a far bigger deal than Dow 20,000 (MW)
Wall Street’s Most Famous Quants Fed Up With JPMorgan Soothsayer (B)

Oil
Iraq plans record February Basra oil exports despite OPEC cut in force (R)

Central banks
Don’t expect the bond vigilantes to do the Fed’s work (MW)

US
1930s-like Demographic Headwinds Are Restraining the U.S. Economy (B)
Studies Find Higher Minimum Wage May Have Losers (N)
Headhunters Are Throwing Cash at People Who Know How to Flip Burgers (B)

Europe
Italy’s New Prime Minister in Intensive Care After Surgery (W)

China
In China, Insurers Sell Risky Products to Fund Risky Investments (W)
China's central bank launches spot checks on bitcoin exchanges (R)

US politics
Trump’s Border Tax Threat May Weaponize the Dollar (B)
Jeff Sessions Says He Would Be Independent and Stand Up to Trump (N)
Trump to Step Down From Business But Won’t Divest Ownership (B)
Trump says his sons will oversee business while he is president (R)
Ex-U.K. Intelligence Officer Prepared Dossier on Trump (W)
Trump says he's a 'germaphobe' as he dismisses salacious allegations (C)
Trump blasts BuzzFeed as 'failing pile of garbage;' refuses question by CNN reporter (C)
Obama’s Farewell Address: ‘Yes, We Did’ (N)
Obama: Don't Blame Me For The Democrats' Demise

Geopolitics
Q&A: What to Know About Rex Tillerson’s Ties to Russia (W)
Tillerson Pressed Aggressively on Russia at Hearing (B)
Tillerson Declines to Pledge U.S. Would Renew Russia Sanctions (W)
Chinese bomber flies around contested Spratlys in show of force: U.S. official (R)
Taiwan scrambles jets, navy as China aircraft carrier enters Taiwan Strait (R)

Industries & companies
Autos: Two of the best cars at the Detroit auto show were boring sedans (BI)
Financials: Bank Earnings Will Need to Live Up to Lofty Expectations (W)
Pharma: Drug Stocks Plunge as Trump Threatens to Force Price Bidding (B)
Pharma: Trump says pharmaceutical companies 'getting away with murder' (R)
Retail: Wal-Mart Plans New Round of Job Cuts (W)
Tech: ‘Fang’ stocks add $83bn to their market value over 7 days
Tech: Apple seeks to expand manufacturing in Arizona (C)

Technology
Bitcoin is getting demolished (BI)

Offbeat
George Lucas' $1 billion 'Star Wars' museum finds Los Angeles home (R)

January 11 (Wednesday)

Markets
The World's Best Stock Gains Are in Emerging Markets (B)
Fund That Made Money on Treasuries Says Rally Is About to End (B)
Europe's Corporate Bond Indigestion (B)
Goldman: Here's One Way Passive Investing Actually Looks A Little Marxist (B)

Oil
Problem with OPEC production cut (BI)
Libya Ramps Up Oil Production, Threatening OPEC Plans (W)

Central banks
Fed official eyes balance sheet as US inflation picks up (FT)
Fed's Rosengren calls for faster interest rate hikes (R)

US
U.S. Small-Business Optimism Index Surges by Most Since 1980 (B)
America’s Fastest-Growing Loan Category Has Eerie Echoes of Subprime Crisis

Europe
BARCLAYS: These 66 key events will shape European politics and economics in 2017 (BI)
Report: German Vice Chancellor Sigmar Gabriel will challenge Angela Merkel in this year's elections (BI)
Nicola Sturgeon ruled out a Scottish independence referendum this year (BI)

China
Jack Ma Bets $2.6 Billion He Can Revamp China’s Retail Industry (B)
One of the most brilliant China minds in the world has a warning (BI)
China Rolls Out New Graft Watchdog (W)
Chinese professor sacked after criticizing Mao online (R)

US politics
Trump’s Proposed Tax Cuts Could Boost U.S. and Global Growth, Says World Bank (W)
Ryan, Trump team discuss border tax at Capitol Hill meeting (R)
Trump Pressures GOP to Simultaneously Repeal, Replace Health Law (W)
Inside Tillerson’s Negotiating Style: Unbending and Theatrical (W)
Trump's Commerce pick Wilbur Ross is no stranger to protectionism (R)
‘The Mooch’ Earns the Ear of Donald Trump (W)
California Republican challenges state's hiring of Eric Holder to fight Trump policies (R)
Industry Lobbyists Champ at the Bit, Awaiting Business-Friendly Policies (W)

Geopolitics & terrorism
U.S. Intelligence Sees Gloomy Global Trends for Next Five Years (B)
Trump pressured to soften pro-Russia rhetoric (R)
U.S., Russian Pilots Playing Risky Game in Skies Over Syria (W)
U.S. Navy Ship Fires Shots to Deter Iranian Vessels (W)
FBI’s Comey Says Republican Data Also Hacked by Russians (W)
US intelligence ‘found no sign that Russia hacked Trump campaign’ (FT)

Industries & companies
Autos: GM Sees Higher Profit in 2017, Plans $5 Billion Buyback (B)
Autos: How GM's Bailout Became China's Bonanza (B)
Financials: Citigroup may benefit less from tax cuts than other U.S. banks (R)
Financials: Wall Street firm using blockchain to handle $11 trillion transactions (BI)
Media: Marissa Mayer to Leave Yahoo Board; Yahoo to Change Name to Altaba (W)
Pharma: Johnson & Johnson to Report Average U.S. Price Increases (W)
Tech: Samsung Display plans to invest another $2.5 billion in Vietnam: Yonhap (R)

Offbeat
Breitbart Nabs Wall Street Journal Vet to Expand Audience (B)
An asteroid just flew by Earth about 50% closer than the moon, and we barely saw it coming (BI)

January 10 (Tuesday)

Markets
Dow Retreats After Flirting With 20000 (W)
Here's Where Goldman Sachs Is Telling Clients to Invest in Equities (B)
Don’t Worry Bond Investors, Baby Boomers Have Got Your Back (B)
Morgan Stanley Says Investors Are Thinking About U.S. Corporate Credit All Wrong (B)

Central banks
Regional Fed Presidents Differ on Pace of 2017 Rate Hikes (B)
Fed official says strong jobs data rule out fiscal boost (FT)

Europe
Euro-Area Unemployment Holds at 7-Year Low (B)
Eurozone defies headwinds to keep recovery on track (FT)
Five Star backtracks on quitting Eurosceptic parliamentary bloc (FT)

China
China Considers Relaxing Curbs On Stock-Index Futures (W)
Cost to Borrow Yuan Overnight in Hong Kong Plummets (W)

Emerging
Brazil Worries the ‘China of South America’ Is Eating Its Lunch (B)

US politics I
Nine Trump Nominees Who’ll Face Extreme Vetting by Democrats (B)
Senate to act this week on Obamacare repeal, McConnell says (R)
Paul: Trump Backs Repealing, Replacing ACA at Same Time (W)
Trump’s Son-in-Law to Be Named as Senior Adviser (W)
Meet the Mercers: A Quiet Tycoon and His Daughter Become Power Brokers in Trump’s Washington (W)

US Politics II
Divisions Lurk Inside Trump’s Economic Team (W)
Economists Who Advised Presidents From Both Parties Find Common Ground (W)
Top Economists Grapple With Public Disdain for Initiatives (W)
Kansas Offers Cautionary Tale for Trump's Tax Ambition (B)
Summers Warns of Financial-Crisis Risk From Trump Economic Plans (B)

Geopolitics & terrorism
Chinese state tabloid warns Trump (R)
Why the China Manipulator Label Looks Increasingly Appealing to Trump (B)
Divide Over Russia Deepens (W)
To Deal With Putin, First Know His Goals (B)
Iran to expand military spending, develop missiles (R)
Truck Plows Into Israeli Soldiers in Jerusalem, Killing Four (W)
Bitcoin, PayPal Used to Finance Terrorism, Indonesian Agency Says (W)

Industries & companies
Autos: Fiat Chrysler Announces Plans to Invest $1 Billion in the U.S. (B)
Autos: Trump tariffs threaten Fiat Chrysler’s Mexico plants (FT)
Autos: VW top management ‘authorised concealment’ of emissions cheating (FT)
Consumer: Mars Poised to Dominate Pet-Care Business (W)
Health Care: UnitedHealth to Acquire Surgical Care Affiliates for $2.3 Billion (W)
Restaurants: McDonald’s Sells 80% of Its China Operations (B)
Retail: Sears' death spiral: How an iconic American brand has been driven to the brink of bankruptcy (BI)
Retail: Is There Time for QVC in the Age of Amazon? (W)
Tech: Why Apple’s Critics Are Right This Time (W)

Technology
Detroit Show Reveals a Google-Designed Van That Could Steer the Car Industry (N)
Sticker Shock, and Maybe Nausea, Hamper Sales of Virtual Reality Gear (N)

Offbeat
Meryl Streep bashes Donald Trump in her Golden Globes speech: It 'broke my heart' (BI)
Trump hits back at Streep over Golden Globes attack (FT)

January 9 (Monday)

Stocks
Trump trade dominates markets this week (FT)
No Sign of a Bubble as Markets March Upward (W)
Investor Known for Calling Market Bubbles Largely Sat This Rally Out (W)
Vanguard is best-selling fund manager of 2016 (FT)

Bonds
Bearish bets against US Treasuries climb to new record (FT)
The Credit Boom Just Won't Die (B)
EXCLUSIVE WITH BRIDGEWATER'S RAY DALIO: We're sick of the media distorting us! (BI)

Central banks
Fed Officials Say More Rate Rises Coming (W)
New policies coming to America could take weight off Fed: Powell (R)

US
The Major Potential Impact of a Corporate Tax Overhaul (N)
Aging America to Stifle Growth (BR)

China
China Foreign-Exchange Reserves Continue Drop (W)
China Reserves Hover Above $3 Trillion on Government Support (B)
Opening Up China's Markets Won't Be Straightforward (B)

US politics
Republicans put their focus on cutting red tape (FT)
Senate Is Moving Fast to Get Trump Cabinet in Place (W)
Tillerson Ethics Plan Foreshadows Knotty Trump Confirmations (B)
Steve Mnuchin faces tough road en route to Treasury post (FT)
Trump Son-in-Law Poised to Quit as Family Firm CEO, Lawyer Says (B)
Trump son-in-law held talks with Chinese tycoon (FT)
Economists Want to Be Members of Donald Trump’s Team (B)
Trump's national security pick Monica Crowley plagiarized over 50 sections of her 2012 book (BI)

Geopolitics & terrorism
The Growing Threat to Global Trade: a Currency War (BR)
Trump Touts Prospect of Better Russia Ties, Taps Intelligence Chief (W)
Russians Ridicule U.S. Charge That Kremlin Meddled to Help Trump (N)
'They are totally embarrassed!': Trump goes on hours-long tweetstorm over Russian hacking (BI)
‘What’s the Big Deal?’ Ask Trump Voters on Russia Hacking Report (N)
EU suffers jump in aggressive cyber attacks (FT)
Netanyahu tried to negotiate a good press in return for benefits-media (R)

Industries & companies
Autos: Fiat Chrysler Announces Plans to Invest $1 Billion in the U.S. (B)
Financials: KKR Has Upside Of 25% or More (BR)
Financials: Credit Suisse Shares Could Gain 13% (BR)
Restaurants: We went inside the first fast-food chain in America that requires zero human interaction — here's what it's like (BI)
Retail: Macy’s Bad-News Parade (BR)
Tech: Expedia Shares Have 25% Upside (BR)

Technology
Consumer Electronics Show 2017 — the hits and misses (FT)
Amazon's Alexa moves in on Google's Android system (R)
Alphabet passes self-driving sensor milestone (FT)
Tech’s Next Hot Product: Self-Driving Cars (BR)

Offbeat
Inside a Killer Drug Epidemic: A Look at America’s Opioid Crisis (N)
To Rate How Smart Dogs Are, Humans Learn New Tricks (N)

January 7 (Saturday)

Markets
Dow Flirts With 20000 but Falls Short (W)
Wall Street Is Starting to Get Nervous About All the Money Pouring Into U.S. Stocks (B)
Wall Street’s Most Outspoken Stock Bull Reverses, Now Top Bear (B)

US
Americans See Enduring Wage Gains as Labor Market Tightens (B)
Jobs Growth Slows, Wages Post Best Gain Since 2009 (W)
U.S. Trade Deficit Widened in November to a Nine-Month High (B)
Nine New Findings About Inequality in the United States (N)
Older Americans Are Retiring in Droves (B)

China
China warns US of retaliation if Trump imposes tariffs (FT)

US politics
Trump Hints at Request for Border Wall Funds from Congress (W)

Geopolitics & cyber-security
Russia Announces Syria Drawdown (W)
Intelligence Agencies Say Russia Ordered ‘Influence Campaign’ to Aid Trump in Election (W)
U.S. Grid in ‘Imminent Danger’ From Cyber-Attack, Study Says (B)

Industries & companies
Autos: VW Near Settling U.S. Case Over Emissions Cheating (W)
Retail: In-Store Declines Drag Down Traditional Retailers (W)
Retail: Retailers Face Multibillion-Dollar Earnings Hit Under GOP Tax Plan (W)
Retail: DEUTSCHE BANK: Investors have given up on department stores (BI)
Tech: Apple Cuts CEO Cook’s Pay After Missing Targets (W)

Technology
Artificial intelligence: the dash to connect the consumer (FT)
Good Alexa, Bad Alexa: Amazon’s Talking OS Is Everywhere (W)

Offbeat
‘Anti-GAAP’ reporting proves a growing menace (FT)
The 27 most important finance books ever written (BI)

January 6 (Friday)

Markets
Markets Dangerously Price in Trump-Era Perfection (W)
BARCLAYS: These 13 'black swans' could cause market chaos in 2017 (BI)
The glass is half full for Wall Street earnings expectations (FT)
Why an Infrastructure ETF May Be a Bad Way to Play an Infrastructure Boom (B)

Central banks
Fed’s Williams Sees Three-Hike 2017 Outlook as ‘Very Reasonable’ (B)
Fed officials think Trump tax cuts could lead to higher rates (FT)
The Fed’s Point Man on Productivity (W)

US
U.S. Consumer Comfort Gauge in 2016 Was Strongest in Nine Years (B)
How Low Can the Unemployment Rate Go? (W)

China
China's choices narrowing as it burns through FX reserves to support yuan (R)
Wave of spending tightens China’s grip on renewable energy (FT)

US politics I
Ghosn asks Trump to clarify rules of the road for carmakers (FT)
Ford's Bow to Trump Benefits Robots, Not Workers (B)
Toyota Will Take Trump’s Decisions Into Account on Mexico Plant (B)
Trump Battle Puts GM in Tough Spot (W)
Top US oil industry group lobbies Trump for lighter regulation (FT)
Trump Tells Confidant He Remains Opposed to AT&T Deal (B)

US politics II
TRUMP: 'Obamacare was a lie from the beginning' (BI)
Trump Picks Dan Coats as Nominee for Intelligence Chief (W)
Trump Plans Spy Agency Revamp (W)
Trump’s Debts Are Widely Held on Wall Street (W)

Geopolitics & terrorism
Chinese Media Say ‘Big Sticks’ Await Trump If He Seeks Trade War (B)
China turns screw on corporate South Korea over US missile shield (FT)
Trump Needs a Win-Win Deal. Putin Is a Win-Lose Guy (B)
In Turkey, U.S. Hand Is Seen in Nearly Every Crisis (N)
German Officials Met Seven Times to Discuss Berlin Attacker Before Assault (W)
Report Shows How Badly Belgium Mishandled Hunt for ISIS Operatives (W)

Cybersecurity
Intelligence Chief Confident Russia Behind Hacks (W)
Report on Hacking by Russia Will Be Released Next Week (W)
Trump and Julian Assange, an Unlikely Pair, Unite to Sow Hacking Doubts (N)
Assange tells Hannity that Podesta’s password was, um, ‘password’ (MW)

Industries & companies
Defense: Defense Firms Cash In Amid Soaring Demand for Munitions (W)
Retail: Macy's, Kohl's slash 2016 profit forecasts citing weak holiday sales (R)
Retail: Macy’s warns jobs losses could top 10,000 (FT)
Retail: Amazon's rumored bid for American Apparel could solve its Trump problem (BI)
Tech: Apple’s App Store Sales Top $28 Billion (W)

Technology
Auto Makers Showcase Cars Equipped With Virtual Assistants (W)
Ford enlists Amazon’s Alexa as driver assistant (FT)
AI is everywhere at CES (FT)

Offbeat
Guy Standing, advocate of Universal Basic Income: How UBI can battle against neofascism and populism (BI)
YouTube (2013): Obama To GOP: 'Go Out There And Win An Election' If You Want To Stop Health Care Law

January 5 (Thursday)

Markets
America’s Roster of Public Companies Is Shrinking Before Our Eyes (W)
Consumer Stocks Push Dow Higher (W)
UBS: Trump rally has risks, but now is not the time to be a contrarian (BI)
How Trumponomics will set the pace for market uncertainty in 2017 (FT)
The 10 biggest risks the world faces in 2017 (BI)
Harvard Academic Sees Debt Rout Worse Than 1994 ‘Bond Massacre’ (B)

Central banks
Fed officials think Trump tax cuts could lead to higher rates (FT) | Minutes
Fed policymakers agree Trump fiscal boost poses inflation risk (R)
Fed Minutes Cite ‘Uncertainty’ About Trump’s Impact on Economy (W)

US
December US auto sales come in at pace of 18.4 million, vs. 17.7 million estimate (C)

Europe
Eurozone inflation soars to highest level since 2013 (FT)
British consumers borrow at fastest rate in 11 years as inflation threat rises (R)

China
Yuan Surges as China Seeks New Tools to Block Outflows (B)
China Goes on $26 Trillion Commodity Binge as Shortages Seen (B)

US politics I
With Choice of Trade Negotiator, Trump Prepares to Confront Mexico and China (N)
Trump Tariff on GM Would Violate NAFTA. That May Not Stop Him (B)
Why Trump Tariffs on Mexican Cars Probably Won’t Stop Job Flight (B)
Chided by Trump, Ford scraps Mexico factory, adds Michigan jobs (R)
Repealing Obamacare Could be Trump's First Lesson in the Glacial Pace of Congress (B)
Obama Tries to Save Parts of Health Law Amid GOP Attack (W)
Rand Paul Endangers Health Law Repeal (W)
Trump to Nominate Wall Street Lawyer Clayton as SEC Chair (W)

US politics II
Rough start for U.S. Republicans on first day of Trump-era Congress (R)
Republicans Retreat From Ethics Change Following Backlash (W)
California Democrats hire Eric Holder to fight Trump (BI)
Trump’s desire for longer maturity debt will be a hard sell (FT)
Schumer Says a Trump ‘Twitter Presidency’ Won’t Work (W)
Kissinger's Washington Is Coming Back Around (B)

Geopolitics & cyber-security
Trump's Four Options for Stopping North Korean Missiles (B)
Trump's North Korea red line could haunt him (R)
Trump Attacks of U.S. Intelligence on Russia Unnerve Lawmakers (W)
Trump mocks US intelligence officials over Russian cyberattacks (BI)

Industries & companies
Autos: Auto Makers on Track to Set Annual Record (W)
Financials: Big banks are gearing up to fight the Volcker rule (BI)
Financials: We now know how Wall Street banks stack up in dealmaking, and it isn't even close (BI)
Tech: New Qualcomm Chip Will Mean Thinner Phones, Better Battery Life, Company Says (B)
Tech: Apple Confirms $1 Billion Investment in SoftBank Fund (W)

Technology
Mark Zuckerberg to study impact of globalisation with US tour (FT)
Start-ups take aim at errant drones (R)

Offbeat
Manhattan Home Prices Are Tumbling Down (B)
Megyn Kelly to Leave Fox News to Join NBC (W)

January 4 (Wednesday)

Markets
Earnings Recovery Set to Propel Stocks Higher in 2017 (W)
Why chart master Louise Yamada is bullish on 2017 (C)
Summers and Eurasia Start the New Year With Dire Global Warnings (B)

US
ISM: U.S. Factory Activity Accelerated in December (W)
That Bubbling Sound Coming From U.S. Factories May Be Inflation (B)

Europe
German Inflation Jumps to Fastest Since 2013 on Oil Prices (B)
Paris Wants to Lure 20,000 Bankers From London (B)

China
China Caixin manufacturing PMI climbs to 51.9 in December, fastest improvement since January 2013 (C)
China tightens control of personal forex purchases (FT)
China’s Debt Boom Looks Eerily Familiar (W)
China’s Credit Engine Is Running Out of Gas (B)
China needs to let companies go bust to support the system (E)
China to London Freight Train Kicked Off as Xi Boosts Trade (B)
China Suffers From Glut of Shopping Malls (W)

Emerging
Mexican Economy Faces Tough 2017 With or Without Trump’s Wall (B)
Singapore’s Economy Expands More Than Economists Estimated (B)
Indonesia Cuts Ties With J.P. Morgan Over Downgrade (W)

US politics I
Trump Targets GM on Mexican Imports; Ford Drops Factory Plan (W)
Ford Decision Cements Mexico as ‘Front Line’ for Trump’s Policy Agenda (B)
Trump blasts General Motors: Make Chevy Cruze model in US or ‘pay big border tax’ (C)
Trade Representative Nominee Signals Focus on Curbing Imports (W)
Treasury Pick Mnuchin Declines Senator’s Policy Questions (B)

US politics II
GOP Congress Faces Sobering Moment as Trump Takes Power (B)
Battles Await Ambitious GOP Agenda, Including Repeal of ACA (W)
After Obama, Some Health Reforms May Prove Lasting (N)
Trump era needs more productivity: Strategist (C)

US politics III
Paul Ryan Re-Elected House Speaker (W)
President Obama to Give Farewell Address Jan. 10 (W)
Obama’s hesitant approach to foreign policy resulted in the biggest stain on his legacy (BI)
Inside Trump Defense Secretary Pick’s Efforts to Halt Torture (N)

Geopolitics & terrorism
2017 Will Be the Riskiest Year for Geopolitics Since WWII, Eurasia Group Says (B)
Trump, Putin, Xi and the rise of nostalgic nationalism (FT)
Trump aware of ‘urgency’ of North Korea nuclear threat: South Korea (R)
Trump Picks China Critic for U.S. Trade Representative: Source (B)
Trump Chides North Korea, China on Twitter (W)
China Shrugs Off Trump Twitter Jab on North Korea (W)
U.S. Gears Up to Restrict Chinese Investment in Chip Industry (W)
Tension in GOP Rises Over Russia (W)
Turkey Seeks to Extend State of Emergency (W)

Industries & companies
Energy: Oil business seen in strong position as Trump tackles tax reform (R)
Energy: Solar Could Beat Coal to Become the Cheapest Power on Earth (B)
Financials: Basel postpones bank reform vote amid policy differences (FT)

Offbeat
France’s 6pm e-mail ban: Not what it seemed (E)
Finland just launched an experiment giving 2,000 people free money until 2019 (BI)

January 3 (Tuesday)

Markets
Beware the Foreign Exodus From Treasuries (B)
Oil prices should be a lot lower than where they are now (BI)
The Champions of the 401(k) Lament the Revolution They Started (W)

Corporate finance
M&A in the Trump Era: Huge? (B)
They’re Not Jamie Dimon: Few CEOs Bought Their Own Stock in ’16 (B)
The World’s Best-Value CEOs (B)

Europe
European Stocks Power Into New Year on Strength of Manufacturers (B)
Europe’s Fate: Caught Between Low Rates and Populist Politics (W)

Emerging
China Tripled Pace of Investment in U.S. in 2016, but Hurdles Loom (W)
The boss of one of the largest accounting firms in the world says we should stop freaking out about China (BI)
The Most Popular Investor Picks for Emerging Markets in 2017 (B)

US politics
GOP Agenda Is Ambitious but Faces Complicated Path (W)
Trump to Continue Making News, Policy via Unconventional Twitter (B)
The Method in Trump’s Messaging Habits (W)
Trump Ally Poised to Bring Populist Note to New York Mayoral Race (W)
New Congress Reflects Diversity of America (W)
With New Congress Poised to Convene, Obama’s Policies Are in Peril (N)
Obama looks back on 8 years of ‘remarkable progress’ in New Year’s Day tweetstorm (BI)

Geopolitics & terrorism
Islamic State Claims New Year’s Massacre at Istanbul Nightclub (B)
Israeli police to question Netanyahu over alleged gifts: media (R)

Industries & companies
Financials: Bitcoin jumps above $1,000 for first time in three years (R)
Media: ‘Rogue One’ Takes in $64.3 Million for Disney Over Holiday Weekend (B)
Tech: Chipmaker Nvidia tops S&P 500 as best performer of the year (FT)

Offbeat
‘Hollyweed’: Prankster alters LA’s landmark sign (R)
The Smart Way to Trade In Old Gadgets for Cash (W)
Second Avenue Subway Finally Ready to Roll (B)

January 2 (Monday)

Markets
Active Management is Back (BR)
Europe: A Downbeat Year for Many Indexes, but Not All Sectors (BR)
More Pain Than Gain for Asian Markets in 2016 (BR)
Emerging Markets Scored Solid Gains in 2016 (BR)
Will 2017 Be the Year of the Trump-Rooster? (BR)
Re-Energized Dollar Looms Over the Rest of the World (W)
Get Set for 2017: Your Guide to Navigating the Year Ahead (B)

China
China Manufacturing Stabilizes Near a Post-2012 High (B)
Growth in China’s factories, services slows in December: official PMI (R)
China Tripled Pace of Investment in U.S. in 2016, but Hurdles Loom (W)
China Tries to Recalibrate Credit (W)

Emerging
Putin: 2016 Wasn’t Easy (W)

US politics
White House Transition Turns Tense (W)
Teams of Rivals Prepare to Govern (BR)
Republicans Take Control Facing Internal Tensions (W)
GOP’s Freedom Caucus Shows Readiness to Work With Ryan (W)
Obama, Democrats to Huddle Over Defense of Health Law (W)
Trump Considering Aide Conway’s Husband for Top Legal Job (B)

Geopolitics & cyber-security
Report on Russian Hacking (N)
Rolling Stone: Something About This Russia Story Stinks
Trump to Press Intelligence Agencies on Russia Hack Claim (W)

Industries & companies
Autos: Low Fuel Prices Spur Shift in U.S. Auto Market (W)
Autos: The Chevy Bolt Is the Ugly Car of the (Very Near) Future (B)
Consumer: Nestlé Turns to New CEO to Boost Health Push (W)
Defense: Defense Stocks: Raytheon, General Dynamics (BR)
Financials: PNC Financial: A Win-Win for Investors (BR)
Pharma: Drug Pricing Report Shows Limits of Transparency Push (W)
Tech: Google Makes So Much Money, It Never Had to Worry About Financial Discipline—Until Now (B)

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What I Am Reading (2017)

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