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

What I Am Reading (2017)

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