December 31 (Monday)

Markets
Here’s why stock-market bulls are banking on January to steady the ship (MW)
If This Isn’t a Bear Market, Then What Is It? (BR)
Monster rallies are often synonymous with bear markets, investor Peter Boockvar warns (C)
Mutual Fund Managers Try a New Role: Activist Investor (W)
Trade and Yuan Cloud Outlook for Chinese Markets (W)

Central banks
Powell's unscripted method sets up rocky 2019 (R)

US
Retraining Programs Fall Short for Some Workers (W)
Goldman Sachs cuts forecast for first half of 2019, says weaker growth needed to 'land the plane' (C)
Here's why gas prices are falling, and why drivers shouldn't get too used to them (C)

China
Empty Homes and Protests: China’s Property Market Strains the World (N)

US politics
A Trump-Powell Meeting: Chance of Rapprochement Fraught With Risks (W)
Republican Senator Graham says Trump receptive to shutdown deal idea (R)
Graham more upbeat on Syria troop withdrawal after Trump meeting (R)

Geopolitics & trade
Trump says 'big progress' on possible China trade deal (R)
U.S. Presses China on Details as Trade Talks Continue (W)
Putin says Russia is ready for 'wide ranging' dialogue with US in the new year (C)
Pacific trade pact takes off with tariffs cut in six nations (R)
2018’s Biggest Loser Was the Liberal International Order (W)

Industries & companies
Autos: Auto Sellers Try Out Amazon-Style Ordering (W)
Energy: Shale Drillers Cut Budgets as Oil Prices Drop (W)
FAANGs: Amazon Plans to Add Whole Foods Stores (W)
FAANGs: Amazon, to Win in Booming Rural India, Reinvents Itself (W)
FAANGs: Netflix: Nearly one-third of subscribers watched ‘Bird Box’ in first week (MW)
Health Care: Hospitals Win Drug-Subsidy Case (W)
Media: How Bob Iger Seeks to Work More Magic at Disney (BR)
Media: Market for Streaming Starts to Look a Little Like Cable (BR)
Retail: Here's a map of all 80 stores that Sears and Kmart are shuttering in March (C)
Tech: Why technology companies are predicting Amazon's New York headquarters will boost the sector (C)

Corporate finance
IPO-Hungry Investors Look to Have Their Moment in 2019 (W)
The Unicorns Are Coming to Market (BR)

Technology
Now is the time to figure out the ethical rights of robots in the workplace (C)
China probe reportedly readying to land on the dark side of the moon (C)
Cyberattack Disrupts Printing of Major Newspapers (N)

Offbeat
In the New Year’s Eve Spotlight: Snoop Dogg, Ninja and a Free Press (N)
To Compete With Alabama, Clemson Became Alabama (W)

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December 29 (Saurday)

Markets
Stocks wrap up 2 weeks of 'disturbing' moves (C)
Humans, Machines and Markets: Stocks Going Crazy Is Nothing New (B)
One Theory for the Giant Stock Rebound Is a $60 Billion Pension Frenzy (B)
Battered Global Investors Find an Unlikely Safe Space: Chinese Bonds (W)

Central banks
PBOC Signals Monetary Policy May Not Ease as Much as Some Hope (B)

US
Pending home sales fall unexpectedly in November (C)
U.S. Economy Fuels Boom in Consumer Debt (W)
The 'Giant Sucking Sound' Is High-Skilled Workers Leaving U.S. (RCM)

US politics
Trump Threatens to Close Border Over Funding Impasse (W)
Michael Cohen says 'Mueller knows everything,' denies new report about alleged Prague meeting (C)
Angelina Jolie doesn't rule out move into politics (C)

Geopolitics & trade
Is China buying U.S. soy? Washington shutdown keeps traders guessing (R)
Trade wars cost U.S., China billions of dollars each in 2018 (R)

Industries & companies
Autos: Tesla Adds Ellison, Musk’s ‘Close Friend,’ to Board (W)
FAANGs: Facebook CEO Zuckerberg Says Problems Will Take Years to Fix (B)
Financials: Wells Fargo to Pay States $575 Million to Settle Customer Harm Claims (W)
Retail: Toy Sellers Fall Short Without Toys ‘R’ Us in Critical Season (W)

Corporate finance
Shutdown Casts Chill Over IPO Market (W)
Sears wins reprieve from liquidation as Chairman Lampert makes last-minute bid on bankrupt company (C)
Dell Returns to Public Stock Markets (W)

Offbeat
North Korea Built an Alternative Financial System Using a Shadowy Network of Traders (W)
Chinese Gene-Editing Trial Loses Track of Patients, Alarming Technology’s Inventors (W)

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December 28 (Friday)

Markets I
Biggest Stock Reversal Since 2010 Rings of Bear Market Bounce (B)
JP Morgan sees a 'window of opportunity' for stocks in the first months of 2019 (C)
The market is pricing in 'widespread disaster' that's hard to see (C)
Omega, Jabre Capital Among Hedge Fund Casualties in Dismal 2018 (B)
Cramer says the Fed is 'recklessly' confusing the market — 'it's a good time to be quiet' (C)

Central banks
Don't laugh: The Fed will be cutting rates 'in coming months,' David Rosenberg says (C)
Opinion: 3 reasons why the Fed wants to keep raising interest rates (MW)

US
Inverted Curves Not Only Signal Recession. They Might Cause One (B)
U.S. Consumer Confidence Fades in December (W)

China
December Early Indicators Show China Slowed for a Seventh Month (B)

US politics
Mike Bloomberg prepared to spend at least $100 million on a 2020 campaign if he decides to run (C)
Shutdown likely to extend into next year as Trump and Congress fail to break border wall stalemate (C)
Democratic megadonor meets with Pelosi, Schumer to propose 2020 economic policy agenda (C)
House Democrats Weigh Risks of Medicare-for-All Push in 2019 (W)

Geopolitics & trade
White House considering new executive order to bar Huawei, ZTE purchases (C)

Industries & companies
FAANGs: Apple Has Lost $9 Billion on Its Own Stock (W)
Financials: European Banks Hope 2019 Won’t Be Another Year to Forget (W)
Retail: McDonald’s Bets on Breakfast—Again (W)

Corporate finance
Trump’s Tax Cut One Year Later: What Happened? (N)
Sears may be down to its last 24 hours. Iconic retailer likely liquidates if no bid by tomorrow. (C)

Offbeat
A Single Cell Hints at a Solution to the Biggest Problem in Computer Science
Queen Elizabeth goes viral for urging 'generosity and self-sacrifice' in front of an ornate gold piano (C)

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December 27 (Thursday)

YRI
Video: Market bull Ed Yardeni predicts a 2019 to remember (C)
Daily Markets Overview

Markets I
Dow soars more than 1,050 points, its biggest point gain in history, recovering from days of losses (WP)
FAANG kicks its losing streak in post-Christmas rally (C)
Behind the Market Swoon: The Herdlike Behavior of Computerized Trading (W)
Stocks rebound after a brutal sell-off: Four experts weigh in on what's next (C)
Pretty much everybody on Wall Street thinks the market will rally in 2019 (C)

Markets II
Dollar strengthens as U.S. stocks rebound off lows (R)
Oil surges 10% after the settle, rebounding with stocks from Christmas Eve sell-off (C)
Asian Debt Defaults Are Expected to Rise (B)
ETFs, Mutual Funds See Sudden Drop in Money Flowing In (W)
Fund Investors Pull $56 Billion in Biggest Exit Since 2008 (B)
A Hedge Fund Makes Billions Off Americans’ Underwater Mortgages (W)

Central banks
Trump's Self-Inflicted Economic Damage Could Cause Fed to Pause (B)
Trump Has Likely Done Lasting Damage to the Fed (B)
Former Wells Fargo CEO argues markets would be down more if Fed didn't hike this month (C)

US
Home-Price Growth Kept Pace in October (W)
Workers in 2018 quit their jobs at the highest rate since 2001—and probably will next year, too (C)
Holiday Retail Sales Are Strongest in Years (W)

Emerging
India tightens e-commerce rules, likely to hit Amazon, Flipkart (R)

US politics
Trump says he will wait however long it takes to get border wall money as shutdown drags on (C)
Government shutdown threatens access to key economic data (NN)
Trump advisor says Fed Chair Jerome Powell's and Treasury Secretary Steven Mnuchin's jobs are safe (C)
Don’t Be Shocked: Trump Is Being Trump (W)

Geopolitics & trade
Trump surprises US troops in Iraq, talks shutdown and defends Syria military withdrawal (C)
U.S. trade delegation to travel to China week of January 7 for talks -Bloomberg (R)
Trump Didn’t Kill the Global Trade System. He Split It in Two. (W)
If forced to take sides, most countries would pick the US over China, says author (C)
How China Built a Steel Behemoth and Convulsed World Trade (W)

Industries & companies
Media: ‘Black Panther,’ ‘Avengers’ Top Record 2018 Box Office (W)
Retail: Retail is having its best holiday season in 6 years (C)
Retail: Retail Stocks Jump Most in 9 Years on Strong Spending Signs (B)
Retail: Department Store of the Future Gets a Radical Makeover (W)

Corporate finance
China’s JD.com Plans $1 Billion Share Buyback (W)

Offbeat
Selling Real Estate in Russia? Are You Crazy? (NYT)

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December 26 (Wednesday)

YRI
YRI Video Podcast
Daily Markets Overview

Markets I
Stocks Pushed to the Brink of a Bear Market on Christmas Eve (B)
Stocks may try to bounce but are heading for worst December ever (C)
What Stock Sectors Rose in 2018? After Monday, None of Them (B)
Market panic enters late stages, sharp rebound coming soon, strategist Jim Paulsen says (C)
Don't let volatility in the market be a lump of coal in your stocking (U)
In Stormy Markets, Berkshire Hathaway Stock Can Be a Haven (BR)

Markets II
Why Mnuchin's reassurance about US banks left markets confused (NN)
Treasury Department’s odd attempt to reassure investors may have just backfired (MW)
Trump Blasts Fed as Mnuchin Bids to Reassure Investors (W)
Blame the Federal Reserve for the tanking stock market (NYP)
How Disastrous If The Fed Could - And Did - Falsify The Yield Curve's Crucial Message (F)

Central banks
Rate futures market says Fed is all but done with hikes (R)
Four New Voters to Join Fed’s Key Panel Amid Rate-Increase Uncertainty (W)
BOJ divided over side effects of easy policy: October minutes (R)

US
Chance of Recession Rises to the Highest Level of the Trump Presidency (C)
One Year Later, Benefits From Corporate Tax Cut Seem Muted (W)
Why December's ugly stock market is very bad news for California's finances (C)

Europe
The Miseducation of Emmanuel Macron (B)

China
China Vows More Support for Private Sector Buffeted by Slowdown (B)
Idle Hands in China Workshops as Foreign Car Makers Struggle With Zombie Factories (W)
It Doesn’t Matter if Ecuador Can Afford This Dam. China Still Gets Paid. (NYT)

US politics
Trump digs in heels on government shutdown: 'It's not going to reopen until we have a wall' (C)
Trump has unsettled Wall Street and Washington, and it will likely get worse (C)

Geopolitics & trade
Turkey Amasses Troops, Tanks on Syria Border as It Plans to Take Over ISIS Fight (W)
How Huawei Took Over the World (W)

Offbeat
Massive Connecticut Estate Sells for 50% off (W)

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December 24 (Monday)

Markets I
In the Stock Market, It’s a Dog-Eat-Dow World (W)
'Just call it what it is': BofA's Stephen Suttmeier declares a bear market (C)
Why Wall Street is freaking out and economists aren't (NN)
The Worst May Not Be Over for Tech Stocks (BR)

Markets II
Presidents play with fire when they brag about the stock market (NN)
Where To Find Treasures in Europe’s Bear Market (BR)
Gas Prices Are Falling, but Refiners Keep Making More (W)

Central banks
Yes, the Fed Cares What the Stock Market Does (BR)
A Vocal Minority Is Echoing Trump's Concern About Fed Tightening (B)

US
Once Hot Housing Market Likely to Cool Further in 2019 (W)

China
China Applies Xinjiang’s Policing Lessons to Other Muslim Areas (W)

US politics
For Trump, ‘a War Every Day.’ Waged Increasingly Alone (N)
Trump Foundation Will Dissolve, ‘Accused of Shocking Pattern of Illegality” (N)
Top Trump aide says government shutdown may go into New Year (R)
James Mattis to depart Pentagon by January 1; Trump to name acting Defense Secretary (C)

Geopolitics & trade I
China’s Hacking State (W)
Behind the Myth of China's Great Technology Grab (B)
China mulls new foreign investment law
Canada Presses China on ‘Arbitrary’ Detention of Citizens (N)

Geopolitics & trade II
China's Huawei faces new setbacks in Europe's telecom market
Is China getting too close to Israel?
Days before he resigned, US envoy Brett McGurk warned that ISIS will take years to defeat (C)

Industries & companies
FAANGs: Amazon to Lease 10 More Freighters from Air Transport Services (W)
Health Care: The Right Rx for Health-Care Investors (BR)
Retail: Retailers Wrapping Up Holidays With Cheer (W)
Tech: Evan Spiegel’s Imperious Style Made Snapchat a Success—Until Users Fled (W)
Tech: Tech’s Next Act (BR)

Offbeat
The top 10 YouTube influencers earned $180.5 million in 2018 (C)

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December 22 (Saturday)

Markets I
Dow dives 400 points to end its worst week in 10 years (C)
Nasdaq confirms bear market; economic worries sink Wall Street (R)
Stocks enter final full week of the year on the brink of a bear market (C)
Energy is in worst month since 2011, and more pain could be ahead (C)

Markets II
White House advisor Peter Navarro says 'China is trying to steal our future' — Comments knock stocks (C)
Trump has lost his once golden touch with investors: 'He's just created so much uncertainty' (C)
A government shutdown typically doesn't hurt the stock market, history shows (C)
An economist put together a list of things investors should worry about for 2019 and it's long (C)

Central banks
NY Fed President John Williams: The central bank is listening to the market, but believes the US economy is strong (C)
Williams Says the Fed's Rate Hike Guidance Isn't a Commitment (B)
Mohamed El-Erian: Fed chief Jerome Powell looks to break the market's central bank 'co-dependence' (C)
Japan Finally Concedes Its Crazy Low Prices Can’t Be Beat (W)

US
US third-quarter economic growth revised down to 3.4% (C)
Inflation Fell Below Fed’s Target in November (W)
U.S. Durable Goods Orders Grew in November (W)
This is the message the yield curve is sending about the economy (MW)

US politics
380,000 federal employees could be furloughed in shutdown, and 420,000 would work without pay (MW)
Coming Soon to Iowa: Lots and Lots of Democratic Contenders (W)

Geopolitics & trade
White House adviser says deal with China difficult without deep policy changes (R)
U.S. and China Navigate Hacking Allegations Warily (W)
U.S. Grants Iraq Sanctions Relief in Bid to Boost Business Deals (W)

Corporate finance
Federal Judge Won’t Block CVS-Aetna Integration (W)

Offbeat
Failure of Anti-Drone Tests Exposes U.S. Airport Vulnerability (B)

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December 21 (Friday)

Markets
Dow drops 470 points to 14-month low in second day of big losses following Fed rate hike (C)
As fear rises on Wall Street, strategists warn the worst is yet to come (C)
How a looming government shutdown could affect federal services — and stocks (MW)
Asia stocks shunned as investors flee for safety (R)
Bulk Up on Cash as 2019 Look Volatile, Pimco Says (B)
Why the Yen Hasn’t Been a Safe Bet (W)

Central banks
Powell’s Bet: The Data Is Right, the Market Is Wrong (W)
Treasury Secretary Says Market Has Overreacted to Fed (W)
Cramer feels 'powerless' after Fed hike, tells investors to buy gold (C)

US
A Booming Job Market Can’t Fill the Retirement Shortfall (W)

Europe
There's Room for Optimism on the Euro Economy After a Tough 2018 (B)

US politics
House passes spending bill with border wall money — setting up shutdown stalemate with Senate (C)
Mattis to Depart Over Order to Pull Out of Syria (W)
Defense Secretary James Mattis is quitting because he doesn’t agree with Trump (C)
Read James Mattis' resignation letter to Trump: 'We must be resolute' against Russia and China (C)

Geopolitics & trade
Exclusive: China hacked HPE, IBM and then attacked clients – sources (R)
U.S., allies slam China for economic espionage, spies indicted (R)
Some Global Banks Break Ties With Huawei Technologies (W)

Industries & companies
FAANGs: Apple Infringed on Qualcomm Patent, German Court Rules (W)
Financials: Major Banks Suspected of Collusion in Bond-Rigging Probe (W)
Retail: Nike crushes earnings expectations, helped by strong online sales, shares surge (C)
Retail: Nike still 'bullish' on China despite uncertainty about US tariffs (C)

Corporate finance
SoftBank’s Biggest Backers Balk at Planned $16 Billion Acquisition of WeWork (W)
Juul employees get a special $2 billion bonus from tobacco giant Altria — to be split among its 1,500 employees (C)

Offbeat
'Deliberate' drone flights shut down London Gatwick airport, stranding thousands of travelers (C)

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December 20 (Thursday)

Markets
Here's what spooked the market about the Fed today (C)
Cramer: Dow could have 'easily' been down 1,000 points on Fed hike (C)
Most of the S&P 500 is already in a bear market (C)
Major Investors in Leveraged Loans Are Unloading Big Chunks (B)

Central banks
Fed hikes rate, lowers 2019 projection to 2 increases (C)
Powell says he doesn't see Fed changing its strategy for shrinking the balance sheet (C)
Jerome Powell Tries a Nuanced Fed Policy. Markets Don’t Like It. (N)
PBOC Ratchets Up Monetary Support With `Low-Profile' Rate Cut (B)

US
U.S. Population Grew at Slowest Pace in 81 Years (W)
‘I Thought I Was Done For’: Tight Job Market Opens Doors for Ex-Convicts (W)
The Loneliest Job in a Tight Labor Market (W)

China
China M&A Loans Slump for Second Year (B)

US politics
Senate Nears Vote on Averting Shutdown as Trump Fumes About Wall (B)
President Trump is telling allies he wants Vice President Mike Pence to stay on the ticket in 2020 (C)
Trump Directs Pentagon to Set Up a Space Command (W)

Geopolitics
Trump Orders Full Syria Pullout in Abrupt Policy Shift (B)

Industries & companies
FAANGs: Facebook plummets following burst of bad news (C)
Logistics: As FedEx shares tank, CEO blames 'bad political choices' for company's woes (C)
Retail: Here's why the 'retail apocalypse' won't happen (C)

Corporate finance
Marlboro Maker Nears Deal That Values Juul at $38 Billion (W)
SoftBank’s Biggest Backers Balk at Planned $16 Billion Acquisition of WeWork (W)
Pfizer, Glaxo to Create Over-the-Counter Drug Giant (W)
Pinterest Prepares for Early 2019 IPO (W)
Sears Bankruptcy Battle Tests Credit Default Swaps Market (W)

Technology
Inside Musk’s Tunnel to Fix ‘Soul-Destroying’ Traffic (W)
Room for Improvement? New Hotelier Tests an Algorithmic Pricing System (W)

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December 19 (Wednesday)

Markets
S&P 500 closes near its low for the year in volatile session on Wall Street (C)
Mnuchin Blames Volcker Rule, High-Speed Trading for Volatility (B)
Stan Druckenmiller Says Algos Are Robbing Markets of Trade Signals (B)
Crude Down Almost 40% From October (W)

Central banks
Smaller Fed Moves Have Bigger Market Impacts (W)
Fed's 2019 Path May Produce Surprise That Flattens Yield Curve (B)
Caroline Baum: How the idea of the Fed ‘stockpiling ammunition’ could blow up the economy (MW)

US
U.S. Housing Starts Grew in November (W)
Mnuchin Dismisses Flatter Yield Curve as Sign of Weak Economy (B)

Europe
Brexit Revote? Calls for a Second Referendum Grow Louder (W)

China
China’s Economic Reforms Are Having a Midlife Crisis (B)

US politics
Flynn Sentencing Is Delayed After Judge Admonishes Him (W)
Trump Foundation to Dissolve Amid Allegations of Misusing Funds (W)
Here Are All the Headlines From Mnuchin’s Bloomberg Interview (B)

Geopolitics & trade
Mnuchin Says China and U.S. Planning for Trade Talks in January (B)
How to Make the Trade War Even Worse (N)
Huawei to spend $2B over five years to beef up cybersecurity (N)

Industries & companies
FAANGs: ‘It’s Been a Rout’: Apple’s iPhones Fall Flat in World’s Largest Untapped Market (W)
Financials: Goldman Ignored Worrisome Signals in Malaysian Fund (W)
Logistics: FedEx tumbles after lowering earnings guidance, cites global trade slowdown (C)

Corporate finance
Tech Unicorns Are Going Public at Near-Record Pace (C)
Stock buybacks hit a record $1.1 trillion, and the year’s not over (C)
FedEx Starts Buyout Program as Express Struggles (W)

Technology
Europe Tackles Chinese Competition With Investment in Microelectronics (W)

Offbeat
One of the first crypto millionaires says bitcoin is ‘dead’ (N)
The Financial System Should Be Less Than Half The Size of Today (F)

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December 18 (Tuesday)

Markets
Stocks Fall Sharply as Investors Fret Over Growth Outlook (W)
The stock market is on pace for its worst December since the Great Depression (C)
Jeffrey Gundlach says the S&P 500 is headed to new lows: 'I'm pretty sure this is a bear market' (C)
Small-cap stocks enter bear market, with Russell 2000 benchmark down 20% from highs (C)
Oversupply Fears Drag U.S. Crude Under $50 (W)

Central banks
Fed Faces Communication Challenge on Rates (W)

US politics
Trump: ‘Incredible’ That Fed Is Considering Another Rate Increase (W)
Trump Opposes Short-Term Funding to Avoid Shutdown (B)
These Democrats Will Soon Have the Power to Investigate the White House (N)
Social Media’s Forever War (N)

Geopolitics & trade
Why the US thinks Huawei has been a massive national security threat for years (C)
From Silk to Smartphones: China’s Emergence as a Trade Leviathan (W)

Industries & companies
FAANGs: Amazon Cutting the CRaP (W)
Financials: Malaysia Files Criminal Charges Against Goldman Sachs Over 1MDB Scandal (N)
Mobile: T-Mobile Takeover of Sprint Clears U.S. Security Panel (W)
Tech: Oracle quarterly results beat on strength in cloud business (R)

Corporate finance
Boeing raises its dividend 20%, boosts buyback plan to $20 billion, reaffirming its bullish outlook (C)
J&J announces $5 billion share buyback program after report wipes out $50 billion in market value (C)

Cybersecurity
Twitter tumbles on concerns about hacking activity (R)

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December 17 (Monday)

YRI
Dr Ed’s Latest Video Podcast
Daily Markets Overview

Markets
2019 Outlook: U.S. Stocks Could Rally More Than 10% (BR)
The global stock market sell-off was 'not an isolated event' — expect more sharp falls next year (C)
Why the Fed won’t save the stock market, despite the worst December start since 1980 (MW)
The Rocky Stock Market Still Pays Dividends to Investors (W)
Worried About ETFs Exacerbating a Market Downturn? Don’t. Here’s Why. (BR)

Central banks & BIS
The Fed’s Critical Role for 2019 (BR)
Will landing be soft or 'chaotic' as Fed begins to stop rate hike cycle (R)
Recent market 'jolt' will be first of many as easy money era ends, says BIS (R)
Fed’s trip to zero redefined central banking (R)
At Year’s End, Emerging Markets Beholden to Fed (B)
BOJ Watchers See Economic Risks Pushing Back Rate-Hike Prospects (B)

Japan
BOJ tankan: Japan firms expect CPI to rise 0.9 percent a year from now (R)

US politics
Leaders at Impasse on Border Wall as Shutdown Nears (W)
Russia used every major social network to aid Trump, report finds (MW)

Geopolitics & trade
Shipping costs from China to the US have more than doubled as trade war sparks a 'bonanza' (C)

Industries & companies
Airlines: How air carriers are experimenting with biometric scanning to speed up lines (C)
Autos: Toyota struggles to save breakthrough Prius hybrid (C)
FAANGs: Amazon Targets Unprofitable Items, With a Sharper Focus on the Bottom Line (W)
Financials: Higher Interest Rates Pinch Small Banks (W)
Financials: A Financial Canary in a Coal Mine (B)
Health Care: How Many More Tears at Johnson & Johnson? (W)
Media: How 'Aquaman' could be a chance to turn the tide for DC's troubled superhero movie franchises (C)
Media: Bruce Springsteen, Taylor Swift Tours Head for Netflix Encore (W)

Corporate finance
Rising Interest Rates Complicate the Corporate Borrowing Spree (BR)

Technology
Possible Drone Collision Renews Focus on Safety Systems (W)

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December 15 (Saturday)

Markets
Dow’s Sharp Decline Puts Three Major Indexes in Correction (W)
Stocks broke key level and could aim for the year's low (C)
Stocks could struggle after record outflows, history shows (C)
Recession Signs Hard to Miss If Stock Message Is Taken Seriously (B)
The Stock Market Is the Most Divorced It’s Been From the Economy Since 2010 (B)
Leveraged Loans Are Looking ‘Scary’ to These Money Managers (B)

US
Slower Overseas Growth Fans Worries on U.S. Expansion (W)
Holiday Season Retail Sales Heat Up (W)
‘Historic’ Tax Refunds Will Extend Retail Boom Into 2019 (B)
Pay Rises in Tight Labor Market (W)
Trouble in Housing? It’s More 1994 Than 2007 (B)
Cold Weather Drove Industrial Production Growth in November (W)

US politics
Cohen Describes Trump’s Involvement in Hush-Money Payments (W)
Trump names Mick Mulvaney acting White House chief of staff, replacing John Kelly (C)
Nancy Pelosi put down a Democratic rebellion and battled Trump this week. Now comes the hard part (C)

Geopolitics & trade
Old U.S. Trade War With Japan Looms Over Fight With China (W)
China to Suspend Punitive Tariffs on U.S. Cars, Auto Parts (W)
Chinese Hackers Breach U.S. Navy Contractors (W)

Industries & companies
Autos: GM Says 2,700 Workers Slated for Layoffs Can Transfer (W)
Consumer: J&J loses $39.8 billion in market value after report claims J&J knew about asbestos in baby powder (C)
FAANGs: Amazon has explored getting into consumer health diagnostics — testing for disease at home (C)
FAANGs: Apple Heads to 7-Month Low as More Analysts Cut iPhone Estimates (B)
FAANGs: The parts in an iPhone came from all over the world — here's a look at each iPhone's complex journey (C)
FAANGs: Why Apple Chose Austin, Seattle and Culver City for Its Jobs Push (W)
FAANGs: Facebook Bug Potentially Exposed Millions of Users’ Unshared Photos (W)
Industrials: GE Powered the American Century—Then It Burned Out (W)

Corporate finance
Intel and TPG in talks to sell McAfee to Thoma Bravo for significantly more than $4.2 billion (C)
LVMH Seals $2.6 Billion Deal for Hotel Operator Belmond (W)
Tesla Sells $837 Million of Auto-Lease Bonds (W)
Companies Ramp Up Stock Buybacks as Market Swoon Continues (W)

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December 14 (Friday)

YRI
Legendary economist Ed Yardeni gave a presentation to Trump's top economic advisers at the White House - here's what he told them (BI)
Daily Markets Overview

Markets
Opinion: Look to these stock market sectors in 2019 instead of FAANGs and tech (MW)
Four experts weigh in on key market factors for 2019. Here's what you need to know (C)
The perils of trying to time the market (E)
Growth Fears Pinch Commodities (W)

Central banks
ECB Cuts Growth Forecasts as It Ends Bond-Buying Program (W)
After a hike next week, the Fed would be 'nuts to keep tightening': Cramer (C)

US
US auto sales are expected to drop below 17 million for first time since 2014 (C)
Trump’s Tax Cuts Made a Difference in 2018. Just Not the One Backers Were Hoping For (B)

Europe
EU to Step Up Plans for No-Deal Brexit as Bloc Plays Hardball With May (B)

Japan
Japan business mood steady but outlook sours: BOJ tankan (R)

China
China Shows Off the Transformation It Wants You to See (B)

US politics
Trump inauguration spending reportedly under criminal investigation by federal prosecutors (C)
Trump: Campaign finance charges against Cohen were meant 'to embarrass me' (C)

Geopolitics & trade
White House to Officially Delay China Tariff Hike to March, Sources Say (B)
Aides Warn Trump Against Intervening in Huawei Case (W)

Industries & companies
Autos: Trump says GM shift to electric vehicles is 'not going to work' (R)
Airlines: Delta forecasts higher profits, revenue in 2019. Here's what's ahead for investor day (C)
FAANGs: Apple Says China iPhone Ban Would Force Settlement With Qualcomm (B)
FAANGs: Apple to invest $1 billion in new Texas campus (C)
FAANGs: Amazon Invasion in New York and Virginia Will Be a Slow One (W)
FAANGs: Amazon ran a sting to root out counterfeit textbooks, but some small sellers were unfairly targeted (C)
Retail: Sales Rise at Costco, but Fall Short of Expectations (W)
Retail: Starbucks cuts long-term earnings per share forecast; shares fall (C)
Retail: Starbucks to Offer Coffee Delivery Across U.S. (W)

Technology
Researchers are turning bumblebees into live drones (C)
Once More With Feeling: Teaching Empathy to Machines (W)

Offbeat
Does Anyone Care About Year-Ahead Outlooks? (II)
Making of a Computer-Generated Influencer (W)
Vitaminwater is offering $100,000 if you can stay off smartphones for a year (C)

---

December 13 (Thursday)

Markets
Dow rises more than 150 points on trade-deal hopes, but closes well off session highs (C)
The Great Cheapening: Global Stock Valuations Now at Five-Year Lows (W)
Small-Cap Stocks on Edge of a Bear Market (W)
Corporate Bonds Are Selling Off at the Fastest Pace Since 2016 (B)
Private Equity Seen as Top Investment for Endowments in 2019 (B)

Central banks
U.S. Consumer Prices Flat in November, Posing Dilemma for Fed (W)
ECB Stimulus’s Mixed Legacy: Economic Success, Political Fiasco (W)

US
Nearly half of corporate CFOs are expecting a US recession by the end of 2019 (C)
No recession — if Fed doesn’t screw up, says MarketWatch forecaster of the month (MW)

Europe
U.K.'s Theresa May Survives Party Confidence Vote by 200 to 117 (B)

China
China's Rich Rush to Shelter $1 Trillion From New Taxes (B)

US politics
Prosecutors Bolster Case for Trump’s Involvement in Hush-Money Payments (W)
Kelly’s Exit Only a Part of Looming White House Staff Remake (W)
GM CEO Is Under Fire From Trump, Lawmakers Over Restructuring (W)

Geopolitics & trade I
China looks like it's going to give Trump a huge symbolic trade war win, fueling hope for a big deal (BI)
China to Consider Delaying High-Tech ‘Made in China 2025’ Plans (B)
China Makes Moves to Address U.S. Economic Concerns (W)
China Prepares to Increase Access for Foreign Companies (W)
FBI Says China’s Espionage Poses ‘Severe’ Threat to U.S. Security (W)

Geopolitics & trade II
Trump says he’ll step in over Huawei executive if needed, cites progress over trade (MW)
Huawei Drama Sparks Concern Canada's Exports Could Become Target (B)
This could be the best measure of how well trade talks are going between the US and China (C)
China bought 500,000 tons of U.S. soybeans. But that's just a drop in the U.S. export bucket (C)

Industries & companies
FAANGs: Apple now has dozens of doctors on staff, showing it's serious about health tech (C)
Financials: Banks Get Kinder, Gentler Treatment Under Trump (W)
Retail: CVS takes on Amazon, Walgreens and health-care industry in pivotal shift (C)

Corporate finance
Germany Intensifies Plans to Fix Deutsche Bank With Merger (B)
China’s Tencent Music climbs 11 percent in US market debut (NYP)

Offbeat
Morgan Stanley is serious about investing in outer space and just had its first conference about it (C)

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December 12 (Wednesday)

Markets
Market Volatility Leads to Fresh Focus on Machinery Beneath Trading (W)
Here Are Nomura's 9 ‘Gray Swans’ That Could Hit Markets in 2019 (B)

Central banks
The Death of Fed Funds? As Market Dries Up, FOMC Asks What Next (B)

US
Yellen and the Fed are afraid of a corporate debt bubble, but investors still aren't (C)
Producer Prices Edge Up in November (W)
The Loneliest Generation: Americans, More Than Ever, Are Aging Alone (W)

Europe
Europe’s Divisions Pose Rising Threat to Governments (W)

US politics
Trump, Pelosi and Schumer get into a heated Oval Office fight over border wall and shutdown (C)

Geopolitics & trade
China reportedly plans to slash auto tariffs — a huge win for Trump — and auto stocks are moving (C)
China, U.S. discuss road map for next stage of trade talks (R)
Trump admin reportedly preparing to condemn China over trade secrets theft, hacking (C)
Huawei’s Top Customer in Japan Reassesses Ties (W)
Former Canadian Diplomat Held in China (W)

Industries & companies
Autos: Nissan-Renault Scandal Shows It’s Hard to Keep Car Alliances on Track (W)
Autos: Tesla is seeking $167 million in damages from the former employee Elon Musk accused of sabotage (C)
FAANGs: Netflix Awakens a New Bear as Disney, AT&T Threaten Its Dominance (B)
Industrials: GE shares fall as low as $6.66, its closing price low during the financial crisis (C)
Media: Verizon Takes $4.5 Billion Charge Related to Digital Media Business (W)
Media: Sure, Verizon blew $4.6 billion on AOL and Yahoo, but at least it isn't AT&T (C)
Retail: Whole Foods Ranked Worst on Cancer-Linked Chemicals in Packaging (B)

Corporate finance
Vote Paves Way for Dell to Trade Publicly Again (W)
Uber Selects Morgan Stanley to Lead 2019 IPO (B)

Technology & cybersecurity
Amazon Alexa can now help you monitor your blood pressure (C)
Super Micro Finds No Malicious Hardware in Motherboards (W)

Offbeat
A Surprising Push By The Invisible Hand: Why More Companies Are Doing Better By Being Good (F)
U.S. Investigating Fake Comments on ‘Net Neutrality’ (W)
Proposal Could Let USPS Sell Access to Your Mailbox (W)
Tasting the World’s First Test-Tube Steak (W)

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December 11 (Tuesday)

YRI
Video: The Huawei issue will be 'compartmentalized': Ed Yardeni (C)
Daily Markets Overview

Markets
Dow erases 500-point drop and closes higher in another wild session on Wall Street (C)
Global Recession Alarms Aren’t Ringing, Despite Market Mayhem (W)
The Economy Faces Big Risks in 2019. Markets Are Only Now Facing Up to Them. (N)
The next worry for U.S. stocks: shrinking profit forecasts (R)

Central banks
Fear of interest rate hikes is fading as next Fed meeting approaches (C)
Fed seen slowing, or even stopping, rate hikes next year (R)
The Pros and Cons of a PBOC Rate Cut as China's Economy Slows (B)

US
U.S. job openings data points to growing worker shortage (R)
Unfilled Jobs Grow in Low-Skilled Fields (W)
Businesses Less Optimistic About Coming Year Than 12 Months Ago (W)
Small-business optimism dips over fears of an economic slowdown: Survey (C)

China
How Asia Fell Out of Love With China’s Belt and Road Initiative (B)

Geopolitics & trade
The Huawei case will finally force the US to prove some claims it's made about Chinese companies (C)
Arrest of Huawei CFO Hinges on an Offshore Puzzle (W)
Judge in Huawei Hearing Not Satisfied With Meng Bail Conditions (B)
Two British Banks Ensnared in Huawei Dispute (W)

Industries & companies
Energy: Cheaper Oil Ripples Through the Global Economy (W)
FAANGs: Apple files appeal to overturn iPhone sales ban in China (C)
FAANGs: Google to Accelerate Closure of Google+ Social Network (W)
FAANGs: Amazon Cracks Down on Scams, Fires Employees Over Data Leak (W)

Corporate finance
In race to IPO, Uber is bigger but Lyft is friendlier, survey finds (C)

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December 10 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview

Markets
The Market’s Latest Problem: Hesitation to Buy the Dip (W)
A bruised stock market now looks to the Fed for relief (MW)

Central banks
Larry Kudlow Predicts Fed Could Rethink Rate Increases (W)

US
Subscriptions Are Remaking Corporate America (BR)
A new study shows 89 percent of millennials want to be homeowners—but this keeps them back (C)

Europe
Riots Resurface Across France, Piling Pressure on Macron (W)
Emmanuel Macron’s problems are more with presentation than policy (E)
Brexit redux? Lessons for the future from May's deal (R)

China
China's November export, import growth shrinks, showing weak demand (R)

US politics
John Kelly will depart White House by year's end, ending fractious tenure as chief of staff (C)

Geopolitics & trade
U.S. says March 1 'hard deadline' for trade deal with China (R)
Details Emerge in U.S.’s Trade Truce With China (W)
China Tries to Balance Huawei Arrest with Warmer Trade Ties (N)
China says Canada's detention of Huawei exec is 'vile in nature' (C)

Industries & companies
FAANGs: Can Subscriptions Pull Apple Out of its Tailspin? (BR)
Industrials: Caterpillar Stock Looks Like a Buy Amid the Industrial Rubble (BR)

Corporate finance
Takeda’s acquisition of Shire is Japan’s biggest-ever foreign takeover (E)
Wall Street is expecting a two-year pause in big media and telecom deals after a crazy 2018 (C)

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December 08 (Saturday)

Markets
Dow tumbles more than 500 points, wipes out gain for the year to cap wild week on Wall Street (C)
Trump is reportedly 'glued' to the stock market's fluctuations and worried he's causing them (C)
Stocks’ Worst Week Since March Leaves Fund Managers No Room for Error (B)
OPEC Cut Throws Wrench Into Record Oil Short-Selling Streak (B)

Central banks
Analysis: Jobs Report Keeps December Rate Increase on Track (W)
Fed's Bullard becomes first on central bank to suggest delaying December rate hike (C)
Kudlow Says He Expects Fed Pause for ‘Quite Some Time’ After December Hike (B)
Opinion: Paradox for Powell: The Fed should pause — and it shouldn’t (MW)
Federal Reserve Officials Search for the Elusive ‘Neutral’ Interest Rate (B)

US
Job growth falls short of expectations in November: 155,000 payrolls created vs 198,000 estimate (C)
U.S. Hiring Slows, With Wage Gains, Jobless Rate Steady (W)

Europe
Eurozone Economy Grew More Slowly Than Previously Estimated (W)
Euro-Area Wage Growth Signals ECB's Inflation Goal in Sight (B)
Trade Drags Euro-Area Economy as Rebound Remains in Question (B)

US politics
Trump Vows Response to Mueller Report (W)
‘Stop Calling John:’ Kelly Is Expected to Leave White House Post (W)
Trump Picks Ex-Bush Attorney General Barr to Succeed Sessions (B)
Federal prosecutors in New York call for 'substantial term' in prison for Michael Cohen (C)

Geopolitics & trade
U.S. Alleges Huawei CFO Hid Ties to Telecom With Iran Business (W)
China’s Huawei Raises New Security Concerns Among U.S. Allies (W)
Huawei CFO could face sentence of up to 30 years per charge if extradited to US (C)
Chinese Warn of Western ‘Iron Curtain’ After Huawei Arrest (W)
American Entrepreneurs Who Flocked to China Are Heading Home, Disillusioned (W)
U.S. Readies Charges Against Chinese Hackers (W)
U.S. Companies Feel Pinch as Tariff Costs Mount (W)

Industries & companies
FAANGs: Apple and Alphabet erase their gains for the year (C)
FAANGs: Alphabet cybersecurity group Chronicle is expanding to Spain with a growing team of virus hunters (C)

Corporate finance
Facebook increases stock buyback program by $9 billion (C)

Offbeat
2019 Forecast: Predictions Will Be Wrong, Random or Worse (B)
Are Millennials Different? (FRB)

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December 07 (Friday)

Markets
Dow rebounds from 780-point plunge, ends day just slightly lower on report Fed may pause hikes (C)
Markets are going haywire. Here's why these sudden moves are here to stay (C)

Central banks
Fed Weighs Wait-And-See Approach On Future Rate Rises (W)
Powell Says U.S. Labor Market ‘Very Strong’ by Many Measures (B)
Tariffs have hit confidence, to slow U.S. economy: Fed's Williams (R)
The Fed is fighting 4 inflationary trends it can't control, Cramer says (C)

US
Job market is strong and hiring robust, in contrast to market fears (C)
U.S. Private Sector Adds 179,000 Jobs in November (W)
U.S. Household Net Worth Rose by $2.07 Trillion in 3rd Quarter (W)
What Explains the Trade Deficit Hitting a Decade-High? (W)
Growth in U.S. Health-Care Spending Slows (W)

US politics
Congress to Drug Makers: Why Stock Buybacks Over Lowered Drug Prices? (W)

Geopolitics & trade
John Bolton 'knew in advance' about arrest of Huawei executive; official says Trump did not (C)
Huawei is one of China's most important tech companies — here's what it does and why the US is wary (C)
U.S. Pursued Huawei CFO’s Arrest Despite Risk to Trade Talks With Xi (B)
Huawei’s Arrested CFO Rose Through Ranks Despite Father's Rebuke (B)
Founder’s Daughter Has Been Face of Secretive Company (W)
HSBC Monitor Flagged Suspicious Huawei Transactions to Prosecutors (W)
Huawei probe includes bank fraud accusations (R)
Boeing Backs Out of Global IP Satellite Project Financed by China (W)

Industries & companies
Autos: Fiat Chrysler plans to open factory in Detroit to build new three-row, Jeep Grand Cherokee (C)
Retail: Walmart to acquire home decor site Art.com, further extending its e-commerce push (C)

Corporate finance
Cell Service in Japan Goes Down for Hours, Clouding Year’s Biggest IPO (W)
Lyft Sets Stage for 2019 IPO (W)

Technology
Alphabet's self-driving car business could book $114 billion in revenue in 2030, says UBS (C)
Microsoft Pushes Urgency of Regulating Facial-Recognition Technology (W)

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December 06 (Thursday)

Markets
Global Stocks Drop as Hopes for Trade Truce Fade (W)
A flattening yield curve has investors spooked – three experts weigh in on what happens next (C)
Flatter Yield Curves Aren’t Always Bad News—but This One Is (W)
Apollo's Leon Black Says Credit Markets Are In ‘Bubble Status’ (B)
Italian Bond Yields Fall to Five-Month Low as Budget Hopes Grow (B)

Currencies & commodities
EU Takes on Dollar's Global Dominance in New Push For Euro (B)
OPEC+ Recommends Oil Cuts, But No Deal Yet on Size of Curbs (B)

US
Tariff effects broaden across U.S., wage growth higher: Fed (R)
Business’s Climate Challenge: Getting Customers to Pay (W)
Slowing consumption makes economies more vulnerable to 'negative shocks,' St. Louis Fed says (C)

Europe
France Tops OECD Table as Most Taxed Country (W)

Geopolitics & trade
China Says There Is ‘Clear Timeline’ on Trade Negotiations (W)
China confident on U.S. trade pact, Trump cites Xi's 'strong signals' (R)
It was a 'mistake' for Trump to agree on a trade cease-fire with China at G-20, researcher says (C)
Foreign Steel Keeps Flowing Into U.S. Despite Tariffs (W)
Huawei Loses Business From Top U.K. Carrier as Scrutiny Intensifies (W)

Industries & companies
Airlines: Behind Boeing’s Omission of Details on Safety in Manual (W)
FAANGs: Facebook Wielded Data to Reward, Punish Rivals, Emails Show (B)
Financials: Wells Fargo Firing Dozens of Regional Managers in Retail-Bank Cleanup (W)

Offbeat
‘A Noble Man’: U.S. Honors George H.W. Bush (W)
Mike Bloomberg says he'd try to sell Bloomberg LP if he becomes president (C)

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December 05 (Wednesday)

Markets
Stock-Market Vigilantes Show Trump Who’s Boss (B)
Dow plunges more than 700 points on fears of slowing economic growth, banks lead the decline (C)
Bank stocks fall the most in more than a year, enter bear market (C)
The same bond market move happening now occurred before the last three recessions (C)

Central banks
As markets turn, Fed says it is not fazed (R)
Powell Didn’t Say His View of Neutral Rates Had Changed (W)
Investors Are Starting to Price in Rate Cuts in 2020 (B)

US
The Economic Forecast for 2019: Less Growth and More Uncertainty (W)
3 charts suggest ‘bubble trouble’ in housing with a tech meltdown ‘yet to come’ (MW)
Millennials spend less than previous generations because they literally have less money, Fed says (C)

Geopolitics & trade
'An Incredible Deal:' Making Sense of Trump's Overblown Take on the China Trade War Truce (Fortune)
'I am a Tariff Man': Trump threatens to restart trade war if China talks fail (C)
Jamie Dimon doesn't expect permanent China-US trade deal in just 90 days (C)
Disengaging economically from China (Washington Times)
Trump's Policies Bring Not Just Energy Independence, But Energy Dominance (IBD)

Industries & companies
Autos: German Carmakers Head to Washington, Hoping to Dodge Tariffs by Offering Jobs (N)
Autos: Foreign carmakers take on US sedan market as Detroit's Big Three shift to SUVs (C)
Energy: Big Fracking Profits at $50 a Barrel? Don’t Bet on It (W)
FAANGs: Apple needs a winner besides the iPhone, and it's got three possibilities in the pipeline, HSBC says (C)
FAANGs: UPS, FedEx shares near bear market as Morgan Stanley sees rising competition from 'Amazon Air' (C)
Retail: Kroger to Sell Groceries in Walgreens Stores (W)

Cybersecurity
Data Breach at Q&A Site Quora Affects 100 Million (W)

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December 04 (Tuesday)

Markets
Dow rises 300 points after Trump and Xi agree to pause the US-China trade war (C)
Citi: 90% probability market is higher at this time next year (C)
The Flattening Yield Curve Just Produced Its First Inversion (B)

Central banks
Fed's Quarles: Fed watching data but will not react to 'every wavering' (C)
A Review of the Fed’s Unconventional Monetary Policy (FRB-SF)

US
December is usually the slowest month for home sales, but that might not be the case this year (C)

US politics
U.S. to end subsidies for electric cars, renewables: White House (R)

Geopolitics & trade
U.S. expects immediate action from China on trade (R)
Trump's trade talks with China are back on — but it's not clear who will lead them (C)
Trump and Xi's Truce Risks Extending, Not Ending Trade War (B)
Major Wall Street economists have their doubts trade cease-fire will lead to actual deal in 90 days (C)
Kudlow says progress in US-China trade will happen 'very quickly' (C)
Trump, citing 'crazy' defense spending, seeks talks with Xi and Putin about halting the arms race (C)

Industries & companies
Airlines: United launches new 'premium economy' class between coach and business for long flights (C)
Autos: Morgan Stanley Predicts Ford to Cut 25,000 Jobs in Overhaul (B)
Communications: JP Morgan upgrades AT&T and downgrades its better-performing rival Verizon (C)
Communications: 5G smartphones are coming in 2019. What does that mean? (NN)
FAANGs: AirPods are Apple's 'most popular accessory ever,' shipments will skyrocket next year, analyst says (C)
Retail: Ikea is downsizing and moving into Manhattan with its first 'city center' store in 2019 (C)

Corporate finance
Campbell launches sale of Bolthouse Farms business (C)

Offbeat
Wednesday’s U.S. Economy Data Delayed, Powell Hearing Canceled (B)
Elon Musk pulls 80- to 90-hour work weeks — here's how that impacts the body and the mind (C)

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December 03 (Monday)

Markets
Dow futures surge more than 400 points after Trump and Xi agree to pause the US-China trade war (C)
Closed-End Funds Are a Good Way to Invest in MLPs (BR)

Central banks
Fed Chair Powell survives a critical week. Here's why he faces even bigger tests in the future (C)

US
Invesco warns that November's jobs report could spark a major market sell-off (C)
The Best Way to Save Social Security (BR)

Europe
France to consider state of emergency following fresh riots (C)

China
China Has Early Lead on Electric Commercial Vehicles (W)

Geopolitics & trade
US, China call a 90-day truce in trade war as Trump, Xi agree to continue wide ranging talk (C)
U.S., China Face Thorny Obstacles to Lasting Trade Peace (W)
Trump and China Called a Truce in the Trade War. Now What? (BR)
Trump cites 'great success' of G-20, but postpones press conference after George HW Bush's death (C)
G-20 Agrees to Joint Statement, With Compromises by U.S., EU and China (W)

Industries & companies
FAANGs: Amazon Tests Its Cashierless Technology for Bigger Stores (W)
FAANGs: Facebook Is Under Fire Again. Here’s What Could Come Next. (BR)
Financials: How Progressive Is Driving Growth in Auto Insurance (BR)
Media: Paywall for HuffPost? Verizon Hunt for Web Revenue Goes Beyond Ads (W)
Tech: How Microsoft Beat Out Apple and Became the World’s Most Valuable Company (BR)

Corporate finance
US-China trade truce may breathe new life into the scuttled $44B deal between Qualcomm and NXP (C)

Technology
Mining software isn't just for cryptocurrency — it could also be used to steal corporate secrets (C)
The 'Netflix' model of car ownership is on the rise for drivers who need wheels--without the debt (C)
The Boom in Big Data (BR)

Offbeat
George H.W. Bush, America’s 41st President and Father of 43rd, Dies (W)
Here Come Some Big Tax Bills for Fund Investors (W)

---

December 01 (Saturday)

Markets
Dow ends volatile November with more than 150-point rally on hopes of a US-China trade deal at G-20 (C)
Stocks Push Higher, but Outlook Across Market Dims (W)
Yes, Market Moves Are More Extreme. But It’s Not the Apocalypse (B)
Commodities Drop Looks Secular, Not Cyclical (B)

Credit
Treasurys Extend Rally, Pushing 10-Year Yield Back Toward 3% (W)
CLOs Set Record With Annual Sales Topping $124 Billion (B)

Central banks
Fed Jumps Off Predictable Path and Into a Policy Wilderness (B)

Europe
Italian Workers Feel the Pain as the Eurozone Economy Sputters (W)

Emerging
China's Worsening Economy Adds Pressure on Xi Heading to G-20 (B)
India’s Growth Slowed in Latest Quarter (W)

Geopolitics & trade
Trump-Xi trade talks could spark 'explosion' higher for stocks like Apple – or lead to a bear market (C)
Trump Sees ‘Good Signs’ Ahead of Saturday Dinner With China's Xi (B)
As Lighthizer predicts Trump-Xi dinner ‘success,’ here’s what that outcome might look like (MW)
BRICS slam protectionism as China-U.S. spat overshadows G20 talks (R)
U.S., Canada, Mexico sign trade deal, Trump shrugs off Congress hurdle (R)
Steel and aluminum tariffs remain a headache despite Trump's trade deal with Mexico and Canada (C)

Industries & companies
Consumer: One corner of the market is quietly making new highs (C)
Facebook: Facebook's story on Sandberg and ongoing obsession with Soros keeps evolving — here's the latest (C)
Health Care: The stock market’s best-performing sector in November also has a healthy future, strategists say (MW)
Industrials: In GE Probe, Ex-Staffers Say Insurance Risks Were Ignored (W)
Tech: Blowout earnings from Salesforce, Workday revive cloud rally and shake off concerns about economy (C)

Corporate finance
China to Allow UBS to Control Local Securities Business (W)

Cybersecurity
The huge Marriott hack started four years ago — investors should ask how the company missed it (C)
Marriott Hit by Starwood Hack That Ranks Among Biggest Ever (B)
Marriott breach: Here's the risk of a compromised passport number (C)

Offbeat
Magnitude 7.0 Earthquake Rocks Anchorage (W)

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November 30 (Friday)

Markets
Did Fed’s Powell ‘light the fuse’ for a year-end stock-market rally? (MW)
Deutsche Bank Warns Powell's Remarks Were ‘Misunderstood’ by Markets (B)
Markets, the Fed is not your man (FT)
This 'elephant in the room' could slam stocks, Wall Street bear David Rosenberg warns (C)
Is Wall Street still too bullish on FAANG? Some say so (C)
Why Lower Oil Prices Might Be Trouble For Trump (WP)

Central banks
Fed points to December rate hike but is worried about tariffs and debt (C)
The Fed is still tweaking its balance sheet unwind (C)
Cramer: Fed's Powell made a 'rookie mistake' but is now doing the 'sensible thing' on rates (C)
Bond Traders Everywhere Reprice Rate Outlook as Growth Sputters (B)

US
Consumers Step Up Spending to Start Fourth Quarter (W)
Pending Home Sales in U.S. Declined to Four-Year Low in October (B)

US politics
President Trump Bashes the Fed. This Is How the Fed Chief Responds. (W)
New Hampshire Democrats invite rising star Beto O'Rourke to the crucial presidential primary state (C)
White House to Hold Roundtable With Tech Executives (W)
Trump touts his tariffs for generating 'billions' in revenue, but that's just a drop in the bucket (C)

Geopolitics & trade
U.S. and China Exploring Deal to Ease Trade Tensions (W)
Trump Hints at China Trade Deal Ahead of G-20 (B)

Industries & companies
FAANGs: Amazon Makes Inroads Selling Medical Supplies (W)
FAANGs: Amazon has a new way to record HD TV shows even if you don't pay for cable — here's how it works (C)
FAANGs: Facebook Considered Charging for Access to User Data (W)
FAANGs: Mark Zuckerberg Has Lost Control of Facebook
Retail: More trouble for malls: A new wave of closures from Gap, Victoria's Secret and others (C)
Retail: Dollar Tree Sales Rise (W)
Tech: HP Profit Surges as PC Business Remains Strong (W)

Technology
Robot Reality Check: They Create Wealth—and Jobs (W)

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November 29 (Thursday)

Markets
Dow surges 600 points after Fed Chair Powell signals rates are near neutral (C)
Why the Bull Market Is More Fragile Than It Looks (B)
Did Powell Just Put a Floor Under Stocks? Wall Street Weighs In (B)
Fed warns that a 'particularly large' plunge in market prices is possible if risks materialize (C)

Central banks
Fed Chairman Powell now sees current interest rate level 'just below' neutral (C)
After Powell comments, traders see just one rate hike next year (C)
Here's the full text from Fed Chief Jerome Powell's market-moving speech (C)

US
U.S. GDP Growth Unrevised at 3.5% in Third Quarter (W)
New-Home Sales Fell 8.9% in October (W)

Emerging
Kim Jong Un’s Extreme Makeover Plays Well, for Now (W)

US politics
Mnuchin Asked About Fed Option That Could Avoid Rate Hikes (B)
Pelosi claims Democrats' nomination to be House speaker (R)

Geopolitics & trade
‘Bring Me Tariffs’—How Trump and Xi Drove Their Countries to the Brink of a Trade War (W)
The U.S. is botching trade deals and territorial disputes in China: former ambassador Christopher Hill (MW)
U.S. Brands Squeeze Chinese Suppliers as Tariffs Start to Bite (W)
Trump Raises Prospect of Import Car Tariff After GM Cutback Plan (B)

Industries & companies
Autos: Here's the buyout GM offered before announcing 14,000 job cuts (C)
FAANGs: Google's cheap and super-simple cellphone service will now work with iPhones (C)
FAANGs: Amazon will be off all Oracle databases by end of 2019, says AWS chief (C)
Financials: The Fed Is Still Banks’ Best Friend (W)
Industrials: The $15 Billion Money Pit Dragging GE Down (B)
Retail: Tiffany Shares Fall as Sales Slow (W)
Tech: Why Microsoft is a better bet than Apple (NN)

Corporate finance
Altria in Talks to Take Significant Minority Stake in Juul Labs (W)
CVS Completes $70 Billion Acquisition of Aetna (W)

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November 28 (Wednesday)

Markets
Wall Street bull sees 12%+ market surge over next 5 weeks (C)
Stock selloff is only half-done and final leg will come in 2019, warns Morgan Stanley (MW)
Why Oil Prices Took Such a Tumble, and What Comes Next (W)
When Blue Chip Corps Pile on Debt, It's Time to Worry (N)

US
Another Warning Sign That the U.S. Economy Will Slow Next Year (B)
Nine Million Fewer Americans Shopped This Black Friday Weekend (B)
Home-Price Gains Continue to Slow in September (W)
U.S. Consumer Confidence Slips From 18-Year High (W)

China
Drugmakers Gain More Access to China, But at a Price (W)

Central banks
Fed Officials Acknowledge Economic Weaknesses Yet Remain Upbeat (B)
Transcript: Q&A With Fed Chairman Jerome Powell in Dallas (W)
Missing Word in Clarida Speech Creates Some Mystery on Fed Rates (B)
Fed Enters a New, Less Predictable Policy-Making Phase (W)
Here's what to expect from Fed Chief Powell's most important speech yet (C)
Fed Balance Sheet in Focus: These Are the Market Clues to Watch (B)
Fed talk is changing so quickly that markets may soon expect a ‘Powell put,’ El-Erian says (MW)
3 Words and $3 Trillion: The Inside Story of How Mario Draghi Saved the Euro (B)

US Politics
GM shares fall after Trump threatens to cut subsidies for company as retaliation for layoffs (C)
Trump threatens to strip GM of a tax credit its about to lose anyway (C)
Last-minute tax break bill likely won't pass in Congress (C)

Geopolitics & trade
Trump and Xi to Meet for Dinner Saturday in Pivotal Moment for Trade War (B)
Kudlow: White House and China are holding trade talks 'at all levels' ahead of Trump-Xi meeting (C)
Trump Expects to Move Ahead With Boost on China Tariffs (W)

Industries & companies
FAANGs: Amazon says it had its biggest shopping day ever on Cyber Monday (C)
FAANGs: Amazon Starts Selling Software to Mine Patient Health Records (W)
FAANGs: Amazon launches cloud service to capture data from satellites (C)
FAANGs: Here's what top analysts think of Apple after the iPhone tariffs threat: 'Trump piles on' (C)
Financials: Deutsche Bank Weighs New Shake-Up (W)
Industrials: GM plan is good for GM — and it could shake up things at Tesla and Ford, too (MW)
Media: Disney Consolidates Ad-Serving With Google, Ends Relationship With Comcast’s Freewheel (W)

---

November 27 (Tuesday)

Markets
Stocks Rise, Led by Retailers (W)
Dow rebounds more than 200 points as Amazon and GM rally (C)
Bulls are still clinging to hopes that the market will survive the latest correction (C)
Apple — at the heart of battle for bulls and bears — rolls over again Monday (C)
Where to put your money in 2019 — it's not US stocks, according to Morgan Stanley (C)

Credit
GE Bonds Rebound as Bargain Hunters Swoop In (W)
Last Bastion of Credit Under Fire as Guggenheim Sees ‘More Pain’ (B)

Central banks
Draghi Denies ‘Disastrous’ Effect of ECB Policy on Economy (B)

US
The U.S. Housing Boom Is Coming to an End, Starting in Dallas (W)
Alan Greenspan Says Look to Sweden to Solve U.S. Entitlement Problem (B)

US politics
GM CEO Barra to meet with White House's Kudlow following job cut announcement (C)
'Corporate greed at its worst': Ohio officials slam GM's move out of an area Trump pledged to revive (C)

Geopolitics & trade
U.S.-China Trade Fight Risks Fragmenting Global Market, Says Beijing Ambassador (W)

Industries & companies
FAANGs: Apple’s App Store Under Fire in Supreme Court Case (W)
FAANGs: Amazon, With Little Fanfare, Emerges as an Advertising Giant (W)
FAANGs: Facebook's YouTube competitor is pivoting to older audiences as teens tune out and publishers balk (C)

Technology
Chinese Scientist Claims World’s First Genetically Modified Babies (W)

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November 26 (Monday)

Markets
Grim Stock Signals Piling Up as Wall Street Mulls Recession Odds (B)
Goldman Models Impact of Rate-Shock Scenarios on Markets (B)
Corporate America Is Ready to Pay Down Its Debt. That’s Bad News for Stocks. (BR)
Asian shares tick up but oil rout dampens sentiment (R)
The Xi-Trump Meeting May Be a Watershed for Emerging Markets (B)

Global
World's Fiscal Policies Ease as Easy-Money Era Ends (B)

Central banks
Why the Fed Could Back Down on Rate Hikes (BR)

US
Borrowers Are Tapping Their Homes for Cash, Even as Rates Rise (W)

Europe
EU backs UK leader Theresa May's Brexit deal at historic summit (C)
Confused About Brexit? Here’s a Guide as the Endgame Begins (B)

US politics
Mississippi Senate contest becomes a new flashpoint of controversy, and a possible Democratic gain (C)

Geopolitics & trade
One African Nation Put the Brakes on Chinese Debt. But Not for Long. (N)

Industries & companies
Autos: Elon Musk: Tesla had 'single-digit weeks' as it teetered on brink of collapse (C)
FAANGs: The Technology Tornado (BR)
Pot: The collapse of this once-soaring cannabis stock offers a valuable lesson to investors (MW)
Retail: Black Friday shopping pulled in a record $6.22 billion in online sales: Adobe (C)

Technology
As Immigrant Farmworkers Become More Scarce, Robots Replace Humans (N)
Your Smart TV Is Only Going to Get Dumber (W)

Offbeat
Deadly California wildfire now 100% contained after scorching 154,000 acres (C)

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November 24 (Saturday)

Markets
Dow falls more than 150 points, posts worst Thanksgiving week decline since 2011 (C)
U.S. Stocks Slide as Oil Prices Tumble (W)
Trump's trade talks with China could snap markets out of their funk (C)
How Fearful Should You Be of a Stock-Market Selloff? (W)
Bank of America sees market decline next year: 'There is now an alternative to stocks' (C)

US
Steel Tariffs and Hot Economy Take Toll on Infrastructure Projects (W)

US politics
Trump is reportedly blaming Treasury Secretary Mnuchin for the appointment of Fed Chairman Powell (C)
Trump Expresses Dissatisfaction With Mnuchin (W)

Industries & companies
Financials: Investment Banks’ Secret Cash Cow (W)
Retail: Holiday shoppers used their phones to spend $1 billion this Thanksgiving (C)
Retail: Black Friday deals lure U.S. shoppers, biggest sales gains online (R)
Retail: Retail Stores Win Back Shoppers, Not Profits (W)
Retail: Kohl's hits record sales day online on Thanksgiving, selling 60 Instant Pots per minute (C)
Retail: Black Friday for Sears a 'ghost town' as it tries to make it through to another holiday season (C)

Corporate finance
United Technologies Gets China’s Approval for Rockwell Collins Deal (W)

Technology
The Future of Lunch Delivery Looks Like a Giant Roomba (W)

Offbeat
The Amazon deal was actually great for New York (NYP)

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November 23 (Friday)

Markets
Amidst Roaring Economy, Markets Sound Alarms (W)
Global Selloff Tests Changed Credit Market (W)
A $9 trillion corporate debt bomb is 'bubbling' in the US economy (C)

Energy
Texas Is About to Create OPEC's Worst Nightmare (B)
Natural High: Gas Sellers Spared From China’s Market Slump (W)

Central banks
ECB Mentions Inflation Less as Rate Holds Near Target: Chart (B)

US
Durable-Goods Orders Fall, Signaling Slowing Momentum (W)
Home Sales Suffer Largest Annual Drop in Four Years (W)
U.S. Consumer Sentiment Pressured by Volatile Stocks (W)

Europe
The U.K. and the European Union reach agreement on outline of post-Brexit relationship (MW)
Theresa May's Brexit deal is 'worst of all worlds,' opposition Labour leader says (C)

Japan
Want a free country house in Japan? They're giving them away (C)

US politics
Trump warns of government shutdown next month over border security (C)
Trump's written answers to special counsel questions come after a long, tortured road (C)
Trump Says He Closed Mexican Border and Authorized Lethal Force (B)

Geopolitics & trade
Global Tariffs Surge Ahead of Trump-Xi Talks at G-20, Study Says (B)
US-China trade war could go on until 2020 presidential elections (C)

Industries & companies
Airlines: Thanksgiving travel is busy, but smooth, at airports. It's everything investors want (C)
Autos: Tesla cuts China car prices to absorb hit from trade war tariffs (C)
FAANGs: Not So Big in Japan: Apple Cuts Price of iPhone XR to Boost Sales (W)
FAANGs: Half of Jobs at Amazon’s Two New Headquarters Won’t Be Tech Positions (W)
Financials: Rising Rates Are Roiling Nonbank Mortgage Lenders (W)
Retail: The holiday season gives Macy's the chance to prove its turnaround plan is working (C)
Retail: Retail’s Survivors Get a Lift (W)

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November 21 (Wednesday)

Markets I
Worst Day of an Awful Year Leaves No Corner of Market Unscathed (B)
Dow plunges more than 500 points, erases gain for 2018 (C)
Opinion: Santa Claus Rally is just another Christmas story (MW)
Wells Fargo's Scott Wren dismisses risks: 'You need to be stepping in here and buying some stocks' (C)

Markets II
Asian stocks fall on the back of overnight plunge on Wall Street (C)
Goldman Sees Double-Digit Emerging-Market Stock Returns in 2019 (B)
If GE Debt Gets Junked, Markets Have Reason to Shudder (W)

Central banks
Federal Reserve Not Likely Swayed by Market Declines (W)
Trump says he would like to see the Federal Reserve lower interest rates (C)
Powell now has 8 reasons to pause the Fed's rate hikes after December (C)
Mohamed El-Erian: US is 'much more vulnerable' to a policy mistake by the Fed (C)
Jeremy Siegel: Expect the Fed to 'substantially' slow down rate hikes in 2019 (C)

US
JP Morgan sees a slowdown coming, with economy growing at less than 2 percent in 2019 (C)

Geopolitics & trade
U.S. Accuses China of Continuing IP Theft Amid Trade War (B)
U.S. Manufacturers Push FTC to Crack Down on False ‘Made in America’ Labels (W)

Industries & companies
FANGs: Facebook's ad platform is down at a horrible time for Black Friday retailers (C)
Retail: Retail stocks slide as CEOs fail to persuade skeptical investors that outlook is rosy (C)
Retail: Walmart, Target to grab more online sales this holiday, but it's come at a cost (C)
Tech: Samsung’s Galaxy S Phone Is a 5G Monster With Six Cameras (W)

Corporate finance
Walgreens, Humana Weigh Taking Stakes in Each Other (W)
One of China's Biggest Defaulters Has a $10 Billion Plan and It's Scaring Investors (B)

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November 20 (Tuesday)

Markets
Dow plunges about 400 points as Apple, Amazon and Facebook fall (C)
Asia down as Wall Street knocked by tech sell-off, dollar sags (R)
Once popular tech stocks like Facebook and Apple are now getting crushed: Here's what happened (C)
Cloud stocks get hammered, with Salesforce suffering worst day since early 2016 (C)
The sell-off can't end until these 10 problems are fixed (C)

Central banks
Fed doesn't seem in as much of a rush to raise interest rates as stocks plunge (C)
Markets think Fed chief Powell ‘blinked’ in Dallas (MW)
A key Fed official stays the course on U.S. rate hikes amid growing doubts (R)

US
American Factories Are Burning Through Inventories (W)
U.S. Home-Builder Sentiment Fell in November (W)
Fed Study of Labor Participation Finds U.S. at Full Employment (B)

China
Why Xi Leads a Chorus Backing China's Private Sector (B)

US politics
16 Democrats say they will oppose Nancy Pelosi as the next House speaker (C)

Geopolitics & trade
China blames 'excuses' for protectionism for lack of APEC agreement (R)
The odds that the US and China don't reach a trade deal just got higher (C)
US companies aren't in a hurry to leave China despite the trade war, analysts say (C)
China Is Paying for Most of Trump's Trade War, Research Says (B)
Mexico expects U.S. to begin lifting tariffs with trade deal signing: McClatchy (R)

Industries & companies
Autos: Tesla is turning to partners to help with a growing used-car business (C)
FANGs: Apple Cuts iPhone Production, Creating Turmoil for Suppliers (W)
Retail: Sears is just one of five retailers that have no room for error this holiday season (C)
Tech: A Silicon Valley Tech Leader Walks a High Wire Between the U.S. and China (W)

Technology
Self-Driving Cars Encounter Political Roadblocks (W)

Offbeat
Amazon stores every conversation you have with Alexa — here's how to delete them (C)
Facial Recognition’s Growing Adoption Spurs Privacy Concerns (W)

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November 19 (Monday)

Markets
Investors See Room for Market Gains Amid Tech Rout (W)
The End of the Euro Is Closer Than You Think (BR)
40 Years of the 401(k)—the Good, the Bad, and the Future (BR)

Central banks
Will the Fed Decide Not to Raise Rates After All? (BR)

China
China's Xi intends to visit North Korea next year, South Korea says (C)

US politics
Democrat Bill Nelson concedes to GOP's Rick Scott in Florida Senate race after manual recount (C)
Why Democrats, fresh from big midterm wins, will likely pursue incremental change in the House (C)

Geopolitics & trade
U.S.-China Rift: One Phrase ‘Torpedoed’ Pacific Accord (W)
Pence's China Attacks Fuel Fears of New Cold War (B)
Nearly half of German firms expect growing trade strains with U.S.: survey (R)
Path Grows Rockier for Trump’s Saudi Policy (W)

Industries & companies
Autos: Ford hits the road in Miami, in a big bet on autonomous vehicles, ride sharing and delivery services (C)
Energy: Where to Find Bargains Among Oil and Natural-Gas Stocks (BR)
Media: Here's why Disney is deepening its footprint in mobile gaming in a team-up with Jam City (C)
Retail: Black Friday Shoppers Beware: Online Shopping Gets More Complicated (W)
Retail: These Retailers Have Learned How to Beat Amazon (BR)

Corporate finance
Buying Stakes in Private-Equity Firms, Not Just Their Funds, Pays Big (W)

Technology
What’s the Next Big Thing in Tech? It’s Up to Us (W)

Offbeat
The California Wildfires’ Financial Toll (BR)
California Firefighters Battle Exhaustion From Perpetual Blazes (W)
Power outages and bank runs: Here are the 'cyber 9/11' scenarios that really worry the experts (C)
Why a new discovery in outer space means humans should keep an 'open mind' about extraterrestrial life (C)

---

November 17 (Saturday)

Markets
Trump's trade war with China could disrupt the traditional Thanksgiving rally (C)
In Leaderless Stock Market, Gains Are Proving Hard to Maintain (B)
S&P chart pattern points to breakout ahead, technician says (C)
Morgan Stanley Warns BBB Bond Bust Would Hit Jobs and Growth (B)
Don’t Take Your Eyes Off the Yield Curve (B)

Central banks
Treasury yields fall after Fed vice chairman says central bank is getting closer to neutral rate (C)
Fed’s Evans sees possibility of up to four interest-rate hikes in 2019 (MW)

US
U.S. Industrial Production Rises (W)
U.S. Household Debt Continues to Climb in 3rd Quarter (W)
‘I Was Hoping to Be Retired’: The Cost of Supporting Parents and Adult Children (W)
Meet the post-millennials — you’ve never seen such a group (MW)

US politics
Republican Brian Kemp is the apparent winner in Georgia governor's race, defeating Stacey Abrams (C)

Geopolitics & trade
Trump Upbeat About Trade Deal After Receiving China Response (B)
CIA reportedly determines Saudi crown prince ordered the killing of Jamal Khashoggi (C)

Industries & companies
Defense: Lockheed Martin starts production of its experimental supersonic plane (C)
Industrials: GE was once America's most valuable company. Today it is fighting junk-bond status. (C)
Pharma: Pfizer to Raise Prices on 41 Drugs (W)
Tech: Google’s Cloud-Computing Boss Steps Down (W)

Corporate finance
Cancer drug company Tesaro shares rise 39% following report that it will explore sale (C)
PG&E Shares Surge on Hopes of State Support (W)
Bernie Sanders rolls out ‘Stop WALMART Act’ that would block stock buybacks until retailer raises pay (MW)

Offbeat
California hopes to get the jump on fires by expanding its high-tech early warning camera system (C)
Facing Deadlier Fires, California Tries Something New: More Logging (W)

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November 16 (Friday)

Markets
S&P 500 snaps 5-day losing streak as shares of Apple, JP Morgan gain (C)
'Duped,' 'tricked' and 'snookered': Oil analysts say Trump fooled Saudis into tanking crude prices (C)

Central banks
Fed plans review of how it pursues inflation, employment goals (R) | Statement
Elizabeth Warren says the Fed is making the same mistakes as before the crisis: 'Deeply worrisome' (C)

US
U.S. retail sales rebound, but consumer spending slowing (R)
Imports Surge at U.S. Ports as Companies Brace for New Tariffs (W)
Millions of U.S. Gig Workers May Be Misclassified as Jobless (B)

US politics
Trump Tax Cut to Be Eroded by Inflation Switch (W)

Geopolitics & trade
USTR Lighthizer denies he said China tariffs on hold (R)
China offer unlikely to spur major trade war breakthrough, senior US official says (C)
Automaker groups warn U.S. tariffs will undermine new NAFTA deal (R)
Who Are the U.S.'s Largest Trade Partners? (FRB-SL)

Industries & companies
Autos: Tesla to deliver new Model 3 orders by year end (R)
FANGs: Apple enters multiyear agreement with Oscar-winning production company to make original movies (C)
FANGs: Jeff Bezos to employees: 'One day, Amazon will fail' but our job is to delay it as long as possible (C)
Retail: Nordstrom plunges after earnings miss (C)
Tech: A tech turnaround may hinge on this beaten-up group of stocks — and it's not FANG (C)
Tech: Nvidia jumps into its earnings report — here's how to trade the chips now (C)
Retail: Walmart Posts Strong Sales Gains Ahead of Holidays (W)

Corporate finance
Market Punishes PG&E on Speculation About Downgrade and Default (B)

Technology
The Long Road Ahead for Autonomous Vehicles (W)

Offbeat
Pentagon fails its first-ever audit: official (R)

---

November 15 (Thursday)

Markets
U.S. Stocks Lose Gains Amid Growth Worries, Tech Declines (W)
Citigroup Says Pain in Small-Cap Stocks Is Just Getting Started (B)
Natural-gas prices just booked the largest daily percentage gain in 14 years, up 18% (MW)
Emerging Markets Coming Back in Favor (W)
Global Economic Slowdown Deepens (W)

Central banks
Powell credits Fed policy for the US economy being 'in a good place' (C)
Powell says he’s optimistic about economy as he notes concerns from abroad (MW)
Powell Sees Potential Headwinds to Growth as Fed Weighs Policy (B)
Fed's Powell says press conference at every meeting means all sessions are 'live' (R)

US
Inflation Jumps, but Is Likely to Slow (W)
Is Social Security ballooning the federal deficit? (USA)

Geopolitics & trade
Exclusive: China sends written response to U.S. trade reform demands - U.S. government sources (R)
White House curtails Trump trade advisor Navarro's public role as Kudlow rips him for China comments (C)
Cisco CEO 'optimistic that we'll get some resolution' on US-China trade dispute (C)
Europe ready to retaliate if U.S. imposes auto tariffs: EU trade chief (R)
Global Companies in U.S. See Auto Tariffs as Biggest Threat: Survey (W)
China appears to relax North Korea sanctions: report to U.S. Congress (R)

Industries & companies
FANGs: Morale at Facebook is reportedly in the dumps (C)
FANGs: Social-Media Must Confront Downsides of Scale, Instagram Co-Founder Says (W)
FANGs: Another Apple Supplier Just Cut Its Forecast (B)
Financials: Berkshire Hathaway reveals stake in JP Morgan as Warren Buffett raises bet on the US banking system (C)
Retail: Macy’s Reports Strong Sales Growth, Raises Guidance (W)

Corporate finance
Uber Posts Slower Sales Gains, Widening Loss Ahead of 2019 IPO (W)
Dell Sweetens Key Deal Terms in Path Back to Public Markets (W)
Any PG&E Bankruptcy Would Pit Bonds Against Burnt Out Homes (B)

Offbeat
Michael Avenatti arrested in Los Angeles on suspicion of domestic violence (R)

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November 14 (Wednesday)

YRI
Yardeni Named in LinkedIn Top Voices 2018: Economy & Finance
Daily Markets Overview

Markets
Dow falls in wild session as Wall Street fails to recover from sharp losses (C)
Stock market charts point to more trouble ahead: Small-cap stocks close to 'death cross' (C)
If Trump and Democrats get serious about an infrastructure bill, these stocks should benefit (C)
Alarm Bells Ring in Markets as Nomura and Goldman Worry About Growth (B)

Commodities & credit
Oil markets struggle to find footing after 7 percent slump (R)
5 reasons oil prices are in a history-setting tailspin (MW)
Europe Is Ground Zero for Global Credit Fears (B)
Curve Inversion May Lead U.S. Banks to Tighten Lending Standards (B)

US
Better Family Policies Could Draw Millions of Workers Into Labor Force (W)

Japan
Japan econmin Motegi says economy recovering moderately (R)

US politics
White House economic advisors clash: Kudlow says Navarro's China comments are 'way off base' (C)
Trump Weighs Replacing Kelly in White House Shake-Up (W)
A week later it's clear the midterms did produce a blue wave (C)

Geopolitics & trade
China Trade Deal or New Cold War? (W)
EU's Malmstrom assumes U.S. won't slap autos tariffs during talks (R)

Industries & companies
FANGs: Amazon confirms Long Island City, N.Y., and Arlington County, Va., as its 'HQ2' selections; Nashville facility announced (MW)
FANGs: Amazon Is a Long Way From Settling Down in Chosen NYC Home (B)
FANGs: Amazon, Google Poised for Race to Hire High-Tech Talent (W)
Financials: Goldman's Stock Decline Has Wall Street Wondering When It Ends (B)
Financials: UBS Says Markets Poised for a Positive 2019, But Risks Abound (B)
Retail: Starbucks to cut 5% of its corporate workforce (C)

Technology
Chinese tech giant Huawei plans to introduce 'augmented reality' glasses in next one or two years (C)
Smarter Cameras Are Poised to Transform Everyday Life (W)

---

November 13 (Tuesday)

Markets
Dow plunges 600 points as Apple leads tech rout (C)
The reasons to be bearish on the stock market now are swamping the bull case (C)
Don't blame Monday's market rout entirely on Apple. Global growth and the Fed are issues (C)
Goldman's 'bear market risk indicator' signals returns will be zero the next 12 months (C)
There's something behind this market sell-off that no one is talking about: The strong dollar (C)

Commodities
Trump warns OPEC against cutting oil production: 'Prices should be much lower based on supply' (C)
Oil Market Reliance on U.S. Shale Potential Is Risky, IEA Says (B)
Gas to overtake coal as world's second largest energy source by 2030: IEA (R)
China Is Expected to Become World’s Biggest Natural Gas Buyer by 2040 (B)

US
The Truth About Poverty In America (IBD)

China
China's Government Has More Room to Leverage Up as Growth Slows (B)
Trade war and censors blow chill wind through China's giant tech scene (R)

US politics
Democrat Sinema Wins Arizona U.S. Senate Seat Long Held by GOP (B)
Russian Hackers Largely Skipped the Midterms, and No One Knows Why (W)

Geopolitics & trade
Mnuchin and top Chinese official are reportedly talking trade ahead of Trump-Xi meeting (C)
White House to consider Commerce Department auto tariff recommendations: officials (C)
Tariffs are having a negative impact for only about 9 percent of companies, earnings calls show (C)

Industries & companies
FANGs: Apple Shares Sink After iPhone Suppliers Lower Outlooks (W)
Financials: Goldman Sachs Tumbles on 1MDB Scandal and 'Fear of the Unknown' (B)
Industrials: GE Shares Fall Again, Hit New Low (W)
Retail: Macy’s Radical Plan to Save Itself: Shrink (W)

Corporate finance
Palantir Has a $20 Billion Valuation and a Bigger Problem: It Keeps Losing Money (W)
SoftBank Targets $20 Billion IPO for Japanese Mobile Unit (W)

Technology
Robots Are Coming for Europe’s Jobs (B)

Offbeat
Steve Ballmer Needed a 10-K for the U.S. So He Made One. (W)
Photos show California's devastating wildfires raging in Malibu and Butte County (C)

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November 12 (Monday)

Markets
This bull market may be just two weeks old (MW)
Stock-market investors wrestle with a glut of bearish signs as oil prices plunge (MW)
Things Could Get Worse for Corporate Bond Funds Before They Get Better (BR)
Saudi Arabia to ship less oil in December as it considers a coordinated output cut (C)

Central banks
Sessions’s ouster suggests Trump’s Fed fight is about to get uglier (WP)

US
As Tariffs Hit, Supply Chains Become a Hot Topic for Investors (BR)

China
Forget the trade war, China's economy has other big problems (NN)
A Fifth of China’s Homes Are Empty. That’s 50 Million Apartments (B)
China's trade expo logs nearly $58 billion of deals: state media (C)
What slowdown in China? Alibaba’s results reveal a record for opening minutes of Singles’ Day (MW)

US politics
U.S. on a Course to Spend More on Debt Than Defense (W)
Florida election recount underway, tensions rise (C)
Democrats to investigate whether Trump administration sought to punish AT&T, Amazon (C)
Impeaching Trump an Option Top Democrats Don't Want to Touch (B)
Infrastructure, Impeachment Are Washington’s Hottest Topics, Says Pimco’s Cantrill (BR)

Geopolitics & trade
Trump, Macron agree on European defense after Trump's 'very insulting' comment (C)
Macron: ‘Nationalism Is a Betrayal of Patriotism’ (B)
Calls for open trade to greet Pence as Trump skips Asia summit (C)

Industries & companies
Consumer: P&G, McDonald’s Power Dow Rebound as Investors Play Defense (W)
FANGs: Apple says some iPhone X and MacBook models have quality issues (C)
Media: At Netflix, Who Wins When It’s Hollywood vs. the Algorithm? (W)
Media: ‘Grinch’ Brings Holiday Cheer With Decisive Box-Office Victory (B)
Retail: With Retail Earnings on Tap, Investors Expect a Tale of Two Worlds (W)

Offbeat
Death toll climbs to 23 in California's deadliest fire since 1991 (C)
Trump again threatens to take away federal funding for California wildfires over ‘gross mismanagement’ (MW)
Why “Qualified Opportunity Zones” May Be the Next Hot Thing in Investing (BR)

---

November 10 (Saturday)

Markets
Dow drops 200 points on worries about slowing global economic growth (C)
Trying to Salvage a Ruined Year in Stocks With Seven Weeks to Go (B)
Struggling commodity prices signal more trouble could be ahead for the stock market (C)
Goldman Sachs Sees S&P 500 Profit Growth Slowing to 4% in 2020 (B)
US crude oil posts longest losing streak in over 34 years, falling for 10th day (C)
The Dollar Is a Haven in Sea of Uncertainty (B)

Central banks
China’s Central Bank Ready to Tackle ‘Profound’ Economic Changes (B)

US
U.S. Producer Prices Surged in October (W)
Consumers Poised to Pick Up Spending Heading Into Holiday Season (W)
Tax-Cut Split: Consumers Are Spending but Businesses Are Cautious (W)

China
Is China’s massive bear market a buying opportunity? (MoneyWeek)

US politics
Trump jumps into tight Senate races wielding conspiracy theories (C)
Former Starbucks CEO Howard Schultz assembles an elite PR team as he considers running for president (C)
Trump is telling people he wants to replace Commerce Secretary Wilbur Ross by the end of the year (C)

Geopolitics & trade
White House trade advisor Navarro says China trade deal will be on Trump's terms, not Wall Street's (C)
Top U.S., China Officials Discuss Trade, North Korea, South China Sea (W)

Industries & companies
FANGs: More Apple products are coming to Amazon under a new deal (C)
Financials: Almost Half of Big U.S. Banks Are Failing to Satisfy Fed Supervisors (B)
Homebuilders: Homebuilders are facing a make-or-break level, according to charts (C)
Pot: Pot companies set to reveal earnings less than a month after Canadian legalization (MW)
Retail: Investors focus on retailers as wages rise (R)

Technology
Robot Design Goes Back to Nature (W)

Offbeat
Like Alexandria Ocasio-Cortez, many Americans can’t afford an apartment when they move for work (MW)

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November 09 (Friday)

Markets
Quants Are Facing a Crisis of Confidence (B)
Checking China's Market Pulse After State Stabilizes Stocks (B)
The oil rout just became a bear market for U.S. crude (MW)
Buy ‘Cheap’ Yen Before Its Big Awakening in 2019, SocGen Says (B)
Wall Street Muni-Bond Bankers Need Work. Voters Gave Them Plenty (B)

US
Fed leaves rates unchanged, says U.S. economy strong (R)
Parsing the Fed: How the November Statement Changed From September (W)
Howard Gold: The housing slump is not (yet) a recession (MW)

Europe
Eurozone Economy Seen Cooling as Risks Mount (W)
Europe’s Center-Right Parties Face Threats on Continental Stage (W)

US politics
Justice Ruth Bader Ginsburg Is Hospitalized After Fall (W)
Unclaimed Senate, House Seats as Counting Continues (W)

Geopolitics & trade
Trump’s Tariffs Have Fully Kicked In—Yet China Exports Grow (W)

Industries & companies
Autos: Meet Tesla’s New Chairman, Who Has to Oversee Elon Musk (W)
Consumer: P&G to restructure company as maker of Gillette razors simplifies business units (C)
Media: Disney gains after reporting that studio revenue grew 50% year over year (C)
Media: Disney's new Netflix rival will be called Disney+ and launch late 2019 (C)
Media: Disney’s Iger Plots Online Future With a Little ‘Star Wars’ Help (B)
Retail: Sears is closing another 40 stores. Here's a map of where they are (C)
Tech: Alibaba aims to make cloud computing its 'main business' (C)

Technology
Get Ready for 3-D Printed Yachts (W)
Here Comes ‘Smart Dust,’ the Tiny Computers That Pull Power From the Air (W)

Offbeat
FDA plans to restrict flavored e-cigarette sales, ban menthol cigarettes from market (C)

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November 08 (Thursday)

Markets
S&P 500 and Dow surge in best rally after midterm elections since 1982 (C)
Stock Markets Are Too Happy With the Election Outcome (W)
U.S. Oil Falls for 8th Day in a Row as Supplies Surge (W)
Bond Traders Are ‘Back to a Flattening Curve’ With Focus on Fed (B)

Central banks
Fed likely on steady course even as U.S. political landscape shifts (R)
Cramer: With midterms over, we could get 'the rallies of all rallies' if the Fed pauses rate hikes (C)

US
Job Openings Outnumbered the Unemployed by More Than One Million (W)
U.S. Consumer Credit Rose by Less Than Estimated in September (B)

Europe
France’s Macron Calls for Creating a ‘European Army’ (W)

Japan
Japan Leaves No Stone Unturned as It Prepares for Sales-Tax Blow (B)

China
China Has More Distressed Corporate Debt Than All of EM Combined (B)

Emerging
Only Locals Are Buying Into Brazil's Record-Breaking Rally (B)

US politics I
Good for Trump, Bad for Trump: How midterm results will help — and hurt — the president (C)
Trump Today: President blasts Republican candidates who lost in midterms and signals willingness to work with Democrats (MW)
Democrats ready to pursue aggressive Trump oversight: Pelosi (R)
Democrats to push for big infrastructure bill with 'real money' in 2019 (R)

US politics II
Jeff Sessions Pushed Out as Attorney General (W)
Trump's new Acting Attorney General Matthew Whitaker will take over Mueller probe oversight (C)
Trump Vows ‘War-Like Posture’ If Democrats Investigate Him (B)
Mike Bloomberg and Tom Steyer become kingmakers for Democrats as both billionaires mull a 2020 run (C)
29-year-old Alexandria Ocasio-Cortez makes history as the youngest woman ever elected to Congress (C)

Geopolitics & trade
U.S.-China Trade Tensions on Display at Shanghai Expo (W)
Migrant Caravan Makes a Stop in Mexico City (W)

Industries & companies
FANGs: Facebook got through the midterms mostly unscathed, although it's still got lots of work ahead (C)
FANGs: Google Plans Large New York City Expansion (W)
FANGs: Amazon HQ2 Plans Could Make Defense Hiring Even More Competitive (W)
Hotels: Wynn Resorts shares fall 12 percent as it misses earnings estimates (C)
Media: Comcast is developing a video-streaming box for broadband-only customers (C)
Pot: Marijuana stock Tilray up 30% after cannabis foe Jeff Sessions resigns under pressure (C)
Retail: Michael Kors Fumbles Sales Opportunity (W)
Tech: Samsung just announced a new smartphone that can fold in half (C)
Tech: Zillow sheds a quarter of its market value as rising interest rates weigh on home sales (C)

Technology
Your Tesla Can Go Zero to 60 in 2.5 Seconds But Can’t Get AM Radio (W)

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November 07 (Wednesday)

Markets
Oil prices extend falls on well supplied market, Iran sanction waivers (R)

Central banks
Powell’s Monetary Policy Gets Muddled by Jittery Markets, White House (B)
Janet Yellen Warns Tools Are Inadequate to Tackle Global Risk (B)

US
A Kink in the Phillips Curve? Wall Street Economists Are Divided (B)

China
Xi Jinping makes fresh promises to open China’s economy and boost imports (SCMP)
Crazy Work Hours and Lots of Cameras: Silicon Valley Goes to China (NYT)

US politics
Midterms May Spur Increased U.S. Fiscal Spending, Not Gridlock (B)

Geopolitics & trade
Foxconn mulls importing Chinese skilled workers for Wisconsin plant (MW)

Industries & companies
FANGs: Amazon is reportedly moving into Long Island City, Queens: Here's what the neighborhood is like (C)
FANGs: Amazon Said No to Cactus, Yes to Data in Hunt for New Office (B)
FANGs: Was Amazon’s Headquarters Contest a Bait-and-Switch? Critics Say Yes (NYT)
Healthcare: Alphabet kicks off a private two-day conference dedicated to health, featuring AI chief Jeff Dean (C)

Corporate finance
China’s IPO Drought Features 35 Exhausted Regulators (B)

Offbeat
Kavanaugh signals possible break with fellow conservatives in death penalty case (C)

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November 06 (Tuesday)

Markets
Dow rises nearly 200 points as Berkshire Hathaway jumps, but Apple drags down Nasdaq (C)
This is what’s happened to stocks after every midterm election since World War II (MW)
Trump's trade war with China matters more to the market than the elections and it's not going well (C)
Record Number of Markets Now in the Red in Worst Year Since 1901 (B)

Central banks
Haruhiko Kuroda: Japan's economy and monetary policy (BIS)
Minutes of the Monetary Policy Meeting on September 18 and 19, 2018 (BOJ)

US
Companies Face the Tariff Squeeze (W)
Service-Sector Activity Cools Slightly in October (W)

Europe
Theresa May to Set Out Brexit Options to Her Divided Team, Sources Say (B)

China
'Mounting downward pressure': Chinese companies are doing it tough as new orders dry up (BI)
Alibaba and the Slowing Chinese Economy (W)
Jack Ma Says the Trade War Is the ‘Most Stupid Thing’ (B)

US politics
Midterms Speed Read: All You Need to Know About Tuesday's Vote (B)
Moore: Five midterm races that matter most (Washington Times)
Fox News, NBC and Facebook Pull Trump-Backed Anti-Migrant Ad (B)
How Far Have the Democrats Moved to the Left? (The Atlantic)
Trump says his administration is 'looking at' whether Amazon, Facebook and Google are violating antitrust laws (BI)

Geopolitics & trade
FT Op-Ed: Renewed sanctions will push Iran towards a better nuclear deal (Treasury)
U.S. Issues Eight Waivers on Iran Oil Sanctions (W)
Trump says China wants to make a deal on trade, he wants right deal (R)
Xi's Swipes at Trump Show China Standing Its Ground in Trade War (B)
Trophy Infrastructure, Troublesome Debt: China Makes Inroads in Europe (W)

Industries & companies
Autos: How Tesla Made a Record Profit (W)
FANGs: As Amazon HQ2 talk grows, Crystal City expects rising property prices, heavy traffic and lots of jobs (C)
FANGs: Amazon will reportedly split HQ2 between two cities (C)
Industrials: GE dismisses talk that it may owe billions of dollars in taxes (R)

Corporate finance
Warren Buffett sends 'strong signal' to market with Berkshire Hathaway's $1 billion buyback (C)

Offbeat
Last Flights of Crashed Indonesia Jet Had Airspeed-Indicator Problem (W)

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November 05 (Monday)

Markets
Why U.S.-China trade talks are the biggest catalyst for the stock market (MW)
Reversals in the Stock Market Are Landing With Record Force (B)
What the bear market in home construction stocks tells us (MW)

Credit
Bond Traders Prepare for Week Full of Risk by Dumping Treasuries (B)
Municipal Bond Funds Are on Sale. Buyers Should Be Cautious. (BR)

Central banks
Fed Will Likely Raise Rates After Strong Jobs Report (W)
Fed was afraid of negative interest rates: ex vice chair Fischer (R)

Europe
How the Fight Over Italy’s Budget Could Have Been Avoided (BR)

China
China's boulevard to nowhere: The battle for influence in APEC's Pacific host (R)
China to Tighten Rules on Five Financial Giants (W)

US politics
Trump says he’s focused on Senate as potential loss of House looms (MW)
Democrats hold 7 point advantage ahead of midterm election as Trump base 'comes home': NBC-WSJ poll (C)

Geopolitics & trade
How a New Arms Race Could Boost Defense Stocks (BR)

Industries & companies
FANGs: Apple is a ‘buy buy buy’ right now, and other FAANG stocks are bargains, too (MW)
Energy: Marathon Petroleum Looks Like a Long-Run Winner (BR)

Technology
With Red Hat, IBM Makes a Big Cloud Promise. The Reality Is Far More Hazy. (BR)

Offbeat
Buffett Shows His Appetite for Buying Stocks, Including His Own (B)

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November 03 (Saturday)

Markets
Global markets are surging after reports Trump is ready to back down in his trade war with China (BI)
Apple Shares Pull Down U.S. Stocks (W)
Investors Have Plenty to Worry About as Market Clouds Gather (B)
Sometimes, It’s Bonds, not Stocks, for the Long Run (W)

Central banks
Prime-Age Participation Is Picking Up, Creating Puzzle for Fed (B)

US
U.S. Goods Imports Hit New Record (W)
U.S. Manufacturing Forges Own Path Amid Global Slowdown (B)
Hiring Accelerates as Wages Strengthen (W)
Over 35% of workers making over $100,000 say they would quit a job without a new one (C)
Grappling with an acute labor shortage, the construction industry is being forced to get creative (C)

Europe
Many Expect Disruption After Merkel. German History Says Otherwise. (W)

China
‘Made in China 2025’: world’s biggest auto market wants to be the most powerful maker of electric cars (SCMP)
China’s aviation industry has a steep climb to ‘Made in China 2025’ goals (SCMP)
‘Made in China 2025’: How 5G could put China in charge of the wireless backbone and ahead of the pack (SCMP)

US politics
What could happen to markets if Republicans win big or lose big on Tuesday (C)
What a Democratic House Would Mean for Your Taxes (W)
Everything You Need to Know About the New Tax Law (W)

Geopolitics & trade
Trump Says He Thinks U.S. Will Reach Trade Deal With China (B)
Why Are People Fleeing Central America? A New Breed of Gangs Is Taking Over (W)

Industries & companies
Energy: Exxon, Chevron Profits Soar as Big Oil Returns to Dominance (W)
FANGs: The iPhone has reached its peak, and now it's time to change how you think about Apple (C)
Retail: Five Below, the Amazon-Proof Store (W)

Technology
Slightly heavier than a toothpick, the first wireless insect-size robot takes flight (C)
Your Smartphone’s Location Data Is Worth Big Money to Wall Street (W)

Offbeat
Kudlow Jokes He Asked Trump Not to Tweet Job Data Prematurely (B)
HBO criticizes Trump tweet using 'Game of Thrones' imagery and slogan (C)

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November 02 (Friday)

Markets
Strong Earnings Bolster Stocks (W)
Dow set to take big hit if Apple’s 7% stock drop holds (MW)
Wells Fargo: A double-digit market rally is coming (C)
JP Morgan's chart analyst says if S&P 500 stays above this level, the market comeback is for real (C)
The Global Debt Boom Looks Like It’s On Borrowed Time (W)

US
Worker-Productivity Gains Coming Up Short in Stronger Economy (W)
Home flippers are fleeing the market as their profits shrink (C)

Geopolitics & trade
Trump, Xi upbeat on U.S.-China trade; U.S. targets more Chinese firms (R)
U.S. Accuses Chinese Firm, Partner of Stealing Trade Secrets (W)
Trump says he’s ordered ‘massive cities of tents’ as asylum plan being finalized (MW)

Industries & companies
FANGs: Apple tumbles 7% after earnings on light guidance (C)
Consumer: Kraft Heinz’s Profit Suffers as Costs Rise (W)
Media: AT&T's WarnerMedia accuses DOJ with 'collaborating' with Dish in HBO dispute (R)
Media: CBS Profit, Revenue Beat Expectations (W)
Restaurants: Starbucks tops record revenue as coffee drinkers spend more in cafes, shares soar (C)

Corporate finance
Evan Spiegel vows Snap will still be an independent company in five years (C)
Walmart Files Lawsuit Against Credit-Card Issuer Synchrony Financial (W)

Offbeat
An increasing number of public colleges are unaffordable for low-income students (MW)

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November 01 (Thursday)

Markets
Stocks Rally to Two-Week High on Technology Surge (B)
Why Thursday will be the make-or-break day for the stock market (MW)
The stock market lost more than $2 trillion in October. Here's what happened (C)
Equity and Quant Hedge Funds Hit Hardest by Stock Market Rout (B)
Stock market faces more potential turbulence in November as G-20 summit, elections loom (C)

Credit & currencies
Corporate Debt Is Heading for Worst Month Since February's Sell-Off (B)
U.S Debt Sales Top Crisis-Era Levels as Fiscal Bump Spurs Growth (B)
Three Reasons Why the Yuan Won't Breach 7 Per U.S. Dollar (B)

US
Wages and salaries jump by 3.1%, highest level in a decade (C)
U.S. Companies Add More Workers Than Forecast, ADP Data Show (B)
That Big Mac and Coke Now Comes With a Side Order of Inflation (W)
The future of work won't be about college degrees, it will be about job skills (C)
The problem with housing is prices have recovered but demand hasn't: Real estate mogul Sam Zell (C)

US politics
Nancy Pelosi is confident the Democrats will gain 30 seats and flip the House (C)
Trump rips Paul Ryan over birthright citizenship comments, with days to go before midterms (C)
What Trump’s proposed birthright citizenship order could do to the children of immigrants (MW)
Money is pouring into Florida at the last minute as Trump and Obama battle to sway midterm voters (C)
White House Says Companies Pledge to Create More Job-Training Opportunities (W)

Geopolitics & trade
Trump advisor Larry Kudlow: 'Nothing is set in stone right now' on new China tariffs (C)
Some Foreign-Owned Firms Got a Pass on Steel Tariffs, and Elizabeth Warren Is Asking Why (W)
The America-Free TPP Is a Done Deal (W)

Industries & companies
Consumer: Kellogg on pace for worst trading day in 20 years company as slashes 2018 outlook (C)
FANGs: Here's what every major Wall Street analyst is saying about Facebook's 'impressive' earnings report (C)
FANGs: Facebook separates Workplace from main Facebook site to appease business customers (C)
Financials: Fed sets new rules to ease regulations on smaller banks (C)
Industrials: GE Credit Rating Cut by Moody's on Power Unit's Deepening Woes (B)
Tech: Samsung Chalks Up Another Record, but Phones Are a Worry (W)

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October 31 (Wednesday)

YRI
Goldman Sachs: Market mayhem has gotten out of hand. Stocks will rebound (NBC)
Daily Markets Overview

Markets
Dow pops 350 points as stocks pare steep October losses (C)
Rising Rates Threaten a Bull-Market Mantra (W)
‘Godfather’ of chart analysis says ‘damage done to the stock market’ is much, much worse’ than anyone is talking about (MW)
Opinion: If you weren’t yet worried about the stock market, you should be now (MW)
Growth vs value debate rages on as volatility slams the market — here's what investors say to buy (C)
Whatever the Stock Market's Problem, It's Worse in Tech Shares (B)

Currencies
China Sets Official Yuan Rate at Weakest in a Decade (W)

US I
U.S. consumer confidence at 18-year high; house price gains slow (R)
U.S. Consumers Show Little Evidence of Pain From Rout in Stocks (B)

US II
Home Prices Continue to Lose Momentum (W)
Millennial Buyers Drive Uptick In U.S. Homeownership (W)
Baby Boomers Are Living at Home. That’s Bad News for Senior-Housing Developers. (W)
Southern California suffers its worst housing slump in over a decade (C)

Europe
Eurozone Growth Stutters as U.S. Economy Powers Ahead (W)

US politics
Trump Says Stock Market Taking ‘A Little Pause’ Before Midterms (B)
U.S. House Speaker Ryan rejects Trump plan on birthright citizenship: Washington Post (R)

Geopolitics & trade
Trump says he expects 'great deal' with China, but more tariffs if not (R)
U.S. Ban Threatens China’s Ambitions as Tech Power (W)

Industries & companies
Consumer: Coca-Cola Gets Lift From a Perennial Laggard: Diet Coke (W)
FANGs: Apple Raises Prices on New MacBook Air, iPad Pro (W)
FANGs: Apple's new iPads just took a major leap forward (C)
Industrials: GE plunges 10% to below $10 a share after analysts say dividend cut to a penny may not be enough (C)
Industrials: GE Tumbles to 2009 Low After Accounting Probe Adds to CEO's Woes (B)

Technology
The world's first humanless warehouse is run only by robots and is a model for the future (C)
This headband reads brain waves to help you meditate — here's what happened when we tried it out (C)

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October 30 (Tuesday)

Markets
U.S. Stocks Fall, Tech Sinks on Fresh Trade Angst (B)
Never Mind the Fed: Reliable S&P 500 Rescuer Poised to Return [Buybacks] (B)
Here's what could turn this stock market sell-off around according to investors (C)
Morgan Stanley breaks with rest of Street, thinks October sell-off is 'morphing' into a bear market (C)
Treasury Expects to Issue Over $1 Trillion in Debt in 2018 (W)

Central banks
Trump is right: The Fed has raised interest rates too fast (NYP)
The Fed may have to make an important adjustment to the way it's raising rates (C)

US
Fed Hits Inflation Double-Bullseye (B)
Tame Inflation Keeps Fed on Track (W)

Europe
Merkel Legacy Is a German Jobs Boom for Europe's Star Economy (B)
A Weakened Merkel Steps Down as Party Chief, Bolstering Rivals (W)
U.K. to Roll Out Developed World’s First ‘Digital’ Tax (W)

Emerging
Brazil's Monster Rally Due for Reality Check After Bolsonaro Win (B)

US politics
Trump’s Approval Rating Plunges Amid Wave of Pre-Midterm Violence (B)
Health Care Remains a Hot-Button Issue (W)

Geopolitics & trade
US reportedly planning tariffs on remaining $257 billion in Chinese goods if Trump-Xi talks fail (C)
Twelve executives explain how Trump's trade war and U.S.-China tariffs are hurting their companies (C)
Military to Increase Southern Border Deployment to 5,000 (W)

Industries & companies
Airlines: Boeing shares plunge the most since 2016 after opening the day higher (C)
FANGs: Amazon shares are cratering — down 6% today, down 23% in the past month (C)
FANGs: Traders are making a boatload betting against once-beloved FAANG stocks (C)
Financials: Credit-Card Spending Limits in Focus as Issuers Grow Cautious (W)
Financials: Fed Prepares New Way to Tailor Rules for Big Banks (W)
Retail: Retail analyst: Holiday season without Toys R Us is 'good news' for certain retailers (C)
Tech: U.S. to Restrict Chinese Chip Maker From Doing Business With American Firms (W)
Tech: Upgrade? No Thanks. Americans Are Sticking With Their Old Phones (W)

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October 29 (Monday)

YRI
Fed needs to pause rate hikes to stabilize battered market, Ed Yardeni says (C)
Daily Markets Overview

Markets
Has the Bear Market Arrived? History Says Not (W)
Strong Earnings Haven’t Cured the Stock Market’s Blues (W)
Earnings, Schmernings: When the Value of the Numbers Declines (BR)
After a Slide in Chinese Stocks, Where to Look for Bargains (BR)
Emerging Stocks to Outperform U.S. Over Long Term, Federated's DeVito Says (B)
The Case for MLPs and Energy Stocks (BR)

Central banks
BOJ to Maintain Policy Stance With Focus Growing on 10-Year Yield Range (B)

US
U.S. Economy Flashes Signs It’s Downhill From Here (W)

Europe
Countries Weigh Europe’s Digital-Tax Proposal (W)

China
What’s Really to Blame for China’s Slowdown (BR)
A Hard Landing for China Isn’t in the Cards (BR)

Emerging
Far-right candidate Jair Bolsonaro wins Brazil's presidential election (C)

US politics
Battle for Florida Senate Seat Is the Year’s Most Expensive Race (W)

Geopolitics & trade
China 2025 Plan Remains a Stumbling Block as Trump Meeting Looms (B)
China tariff effects started showing up in shipping data months ago (C)
Chinese Firms Snap Up U.S. Sites to Process Scrap (W)

Industries & companies
Autos: Tesla Faces Deepening Probe Over Whether It Misstated Production Figures (W)
Financials: Why Bank of America’s Conservative Approach Is Good for Its Shares (BR)
Retail: Sears' 'tragic' bankruptcy turns to opportunity as US mall owners court new tenants (C)

Corporate finance
IBM Chases Amazon Into Cloud With $33 Billion Red Hat Purchase (B)

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October 27 (Saturday)

Markets
Dow dives nearly 300 points, S&P 500 dips into correction levels in another wild day on Wall Street (C)
Stocks Slump on Tech Worries (W)
Weak Amazon, Alphabet results ignite growth worries (R)
Opinion: Why the Dow Jones Industrial Average should be higher in six months (MW)
Stocks are cheap and should rally 15% to 20%: Guggenheim's Scott Minerd (C)
El-Erian on global market sell-off: 'I don't think the party is over' (C)

Currencies & commodities
China Puts Yuan Skeptics on Notice as Currency Nears Decade Low (W)
The rising dollar is a major reason for this stock sell-off, and it's only getting worse (C)
US crude tumbles 12% from high as oil bulls retreat (C)

Central banks
Fed's Mester: Rate hikes are based on data not preconceived notions on where they should be (C)
Soothing words from Fed as rate hits ceiling for first time (R)
Volcker Sees Fed Rate Increases as Key to Stable Growth (W)

US
GDP Grows 3.5% on Consumer Vigor but Investment Slows (W)
The Federal Reserve's favorite inflation indicator says it is under control (C)
Getting to the core of rising inflation (C)
Are Price Increases Painting Companies Into a Corner? (W)
U.S. Consumer Sentiment Ticked Down at the End of October (W)
Nobel Prize winner Robert Shiller: I don't expect a sharp turn in the housing market (C)

US politics
Trump to go on eight-state blitz ahead of Election Day (R)
The Republican Party's hold on the Senate looks pretty solid less than two weeks until Election Day (C)

Geopolitics & trade
Mexico offers plan to keep U.S.-bound migrants in Mexico (R)
Hog industry worldwide getting slaughtered in trade war (R)

Industries & companies
Autos: The FBI is reviewing Tesla's Model 3 production numbers as part of a criminal probe: WSJ (C)
Autos: Tesla says has not received subpoena on Model 3 production (R)
FANGs: Apple May Lean on iPhone XR to Juice Sales (W)
FANGs: Here's what every major analyst had to say about Amazon's plunge: 'Wait for the dust to settle' (C)
Tech: Microsoft overtakes Amazon as second-largest company by market value (C)
Tech: Microsoft Defends Its Bid on U.S. Military Contract (W)

Corporate finance
Fortnite Creator Epic Games Valued at Nearly $15 Billion (W)

Offbeat
Fingerprint leads to federal charges against Florida man Sayoc for bombs sent Obama, Clinton, others (C)
Some 43% of College Grads Are Underemployed in First Job (W)

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October 26 (Friday)

Markets
Dow surges 400 points as tech jump leads recovery from Wednesday's sell-off (C)
Stocks Roar Back, Erasing Most of Yesterday's Loss (B)
Asset Managers Have Led Market Decline, a Bad Sign for Stocks (W)

Central banks
Trump's own hawks: Fed's newest member Clarida backs higher rates (R)
Fed Fires Warning Shot at Wall Street's Riskier Loan Deals (B)
Draghi Offers Blunt Suggestion to Rome to ‘Tone It Down’ (B)

US
U.S. business spending on equipment cooling; goods trade deficit rises (R)
The U.S. Economy Is Doing Great. Why Isn't Housing? (B)
Yardeni: Gen Z 'are likely to be the most self-educated generation' (Yahoo)
A Big Reason U.S. Economy Is Accelerating: Military Spending (W)

Geopolitics & trade
U.S. Won’t Resume Trade Talks Without Firm Chinese Proposal (W)
U.S. military may send up to 1,000 troops to Mexico border (R)
Saudi Arabia Says Evidence Points to Premeditated Killing of Khashoggi (W)

Industries & companies
Autos: Ford’s ‘Better-Than-Feared’ Quarter Triggers Relief Rally (B)
Autos: Tesla’s Record Profit Buoys an Embattled Musk (W)
Airlines: Fuel Costs Cut American’s Profit (W)
Consumer: AB InBev Halves Dividend as Beer Remains Out of Favor (W)
FANGs: Amazon says AWS revenue jumped 46 percent in third quarter (C)
FANGs: Alphabet Quarterly Sales to Surge, Despite Regulatory Haze (B)
Homebuilders: Homebuilders Finally See Some Relief After Analyst Upgrade (B)
Media: Comcast Profit Rises as It Looks Beyond U.S. for Growth (W)
Pharma: Trump Unveils Test Plan to Lower Medicare Drug Costs (W)
Social-Media: Twitter Boosts Revenue, Swings to Profit (W)
Social-Media: Snapchat Lost Users in Quarter And Says Decline Will Continue (B)
Restaurants: Chipotle turns in a mixed quarter, earnings beat but same-stores sales disappoint (C)
Tech: Intel soars on big earnings beat (C)
Tech: Microsoft’s Cloud Strategy Pays Off (W)
Tech: The Global Tech Backlash Is Just Beginning (W)

Corporate finance
Lazard CEO Says He's Open to Sale of $240 Billion Asset Manager (B)

Offbeat
Officials Focus on Florida To Trace Explosive Devices (W)
In More High School Classes, the Teacher Is on a Screen (W)

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October 25 (Thursday)

Markets
Dow futures point to more than 100-point rebound Thursday after plunging 600 points (C)
Tech stocks recover after-hours on positive earnings from Tesla and Microsoft (C)
Great earnings reports don't matter to investors, who fear a trade war will hit 2019 profits (C)
Asia facing sharp falls after Wall St. rout (R)
China will do ‘whatever it takes’ to stop its falling stock market (BR)

Central banks
Volcker: What’s Wrong With the 2 Percent Inflation Target (B)
Prolonged market slump could bruise U.S. economy: Fed's Mester (R)

US
U.S. manufacturers say tariffs pushing prices higher: Fed (R)
Fed Report Sees Optimism About Growth, but Growing Concerns About Tariffs (W)
New Home Sales Fall, Inventories Rise on Faltering Demand (W)

China
Why China’s Economic Troubles Run Deep (Wharton)

US politics
Suspected bombs mailed to top Dems and CNN (R)

Geopolitics & trade
Send Word: Trump Right to Fight Some Global Rules (W)
Saudi Crown Prince Pledges Justice for Journalist’s Death (W)

Industries & companies
Airlines: Surging fuel and plunging stock: American Airlines CEO in the hot seat for quarterly earnings (C)
Autos: Tesla shares soar on surprise third-quarter profit that beats Wall Street expectations (C)
Autos: Ford shares jump after strong truck sales help third-quarter results beat expectations (C)
Energy: Exclusive: Trump, industry work behind the scenes to save Saudi arms package (R)
FANGs: Ex-Facebook security chief calls out Tim Cook and Apple's practices in China (C)
Financials: Barclays Cruises While Deutsche Bank Spins (W)
Hospitality: CEOs of two big American hotel chains see wage pressures mounting (C)
Tech: AMD’s stock craters more than 20% after hours on weak graphics sales (MW)
Tech: Microsoft’s Cloud Strategy Pays Off (W)

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October 24 (Wednesday)

Markets
Stocks roar back from 500-point loss in the Dow, but still end the day lower (C)
Inside S&P 500, most stocks in correction or bear market (R)
The stock market sent a warning signal before its big turnaround Tuesday (C)
China talks up the stock market amid lurking concerns about share-backed loans (C)
Here are the early signs China’s stock-market woes are starting to infect the rest of the world (MW)
Foreign Buying of U.S. Treasurys Softens, Unsettling Financial Markets (W)

Energy
Oil Tumbles 5% After Saudis Pledge to Produce as Much as They Can (B)

Central banks
For Fed, sell-off could point to fading Trump stimulus (R)
Fed's Bostic says comfortable with fourth rate hike following strong data (R)
Trump directly attacks Fed Chairman Powell, saying 'Obama had zero' interest rates (C)

Europe
In First for Europe, Brussels Rejects Italy’s Budget (W)

US politics
Key Republican Says GOP Will Advance Trump’s Tax Cut If They Keep Congress (B)

Geopolitics & trade
Trump: Saudis staged 'worst cover up ever' on Khashoggi (R)
Trump Defers to Congress on U.S. Response to Khashoggi Killing (B)
Trump adviser tells Putin: We'll quit arms control treaty you're breaking (R)
Bolton Says Trump Would Welcome Meeting with Putin Next Month in Paris (W)
Another Migrant Caravan Gathers in Guatemala (W)

Industries & companies
Autos: Tesla’s stock skyrockets after legendary short seller goes long (MW)
FANGs: Amazon's move off Oracle caused Prime Day outage in big Ohio warehouse, internal report says (C)
Industrials: Manufacturers See Signs of New Risks (W)
Pot: The real reason marijuana stocks are falling off a cliff — and what to do now (MW)

Technology
Amazon Pitches Facial Recognition to Monitor Immigrants (B)

Offbeat
Doctors have a simple piece of advice for heart patients who want to live longer (MW)

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October 23 (Tuesday)

Markets
U.S. Stocks Drop Amid Geopolitical Tensions (W)
Dow falls more than 100 points as Bank of America leads financial shares lower (C)
Beware ‘dead cat bounce’ in stocks, there’s more pain ahead: Morgan Stanley (MW)
Cramer: We could be facing a cold war with China, and these stocks may be sacrificed (C)
This week's earnings shine spotlight on China growth risk (R)

Europe
Italy’s Debt Predicament, in Seven Charts (W)

US politics
Trump repeats his dubious pledge to introduce a 10 percent middle-class tax cut before the midterms (C)
Battle for the GOP’s Soul? Trump Has Won (W)
The Steel Industry Gets What It Wants on Tariffs (W)
‘Like. Dislike. Like’: How Trump Changed His Tune on ‘Lyin’ Ted’ Cruz (W)

Geopolitics & trade
U.S., EU Trade Teams Seek Fast Results and Big Savings (W)
Chinese official tells American investors at a meeting: We don't fear a trade war with the US (C)
Mnuchin meets with Saudi Crown Prince Mohammed bin Salman despite outrage over Khashoggi killing (C)
Trump Threatens to Cut Foreign Aid Over Migrant Caravan (W)
Super Micro Computer Denies Malicious Chip Report (W)

Industries & companies
Autos: Ford starts US production of the Ranger pickup for the first time in years (C)
Financials: Goldman Sachs, advisor to the ultra-rich, plans to offer wealth management for the little guy (C)

Technology
Uber Eyes 2021 for Food-Delivery Drones Launch (W)

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October 22 (Monday)

Markets
Bull Market’s Latest Hurdle: Slowing Sales Growth (W)
Stocks Will Rally in 2019, Big Money Poll Predicts (BR)
The ‘smart money’ says it’s time to buy the Chinese internet giants and the U.S. FAANGs (MW)
How to Play Preferred Stock as Yields Rise (BR)

Credit
Short-Term Bonds Are Looking Much Better (BR)
Italy Cut to One Step Above Junk by Moody's in Wake of Bond Rout (B)

US
Strong Economy Draws Women Into U.S. Labor Force (W)
Don’t Be Fooled by Low Unemployment: The Jobs Recovery Still Has Room to Run (BR)

Europe
Italy expects EU budget rejection on Tuesday: source (R)

Japan
How Investors' Gloomy Take on Japan May Be Upended by Inflation (B)

China
China says must balance stable growth and risk prevention (R)
China Finds Big-Ticket Spending Is a Road to Nowhere (W)
Exports Keep China’s Economy Warm, but Winter Is Coming (W)
Alibaba, Tencent, and Baidu Are Down, Not Out (BR)

US politics
Trump's Pre-Election Tax-Cut Promise Leaves GOP Leaders Baffled (B)
Democrats Hold Edge for Midterms With Turnout Unpredictable (B)

Geopolitics & trade
Mnuchin dismisses risk of contagion from China's economic slowdown (R)
Mnuchin Open to Change That Could Label China a Currency Manipulator (B)
Mnuchin says it will be harder for Iran oil importers to get waivers (R)
Saudi Arabian Foreign Minister apologizes for Khashoggi's death as calls grow for more answers (C)
Allies Doubt the Shifting Saudi Story. Even Trump Is Citing 'Lies' (B)
Caravan Heads North After Migrants Cross Into Mexico (W)

Industries & companies
Autos: Tesla insiders paint an unflattering portrait of Musk's micromanagement that wastes time and money (C)
Energy: Frackers Bet on New Terminals to Boost Oil Exports (W)

Offbeat
UBS Cautions Private Bankers on Travel to China (W)
Powerball now at $620 million, while Mega Millions jackpot hits $1.6 billion. Do this if you win (C)
FICO Plans Big Shift in Credit-Score Calculations (W)
Zero-waste stores pop up in the US, targeting shoppers tired of all the waste (C)

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October 20 (Saturday)

Markets
Dow Rises After Chinese Shares Rebound (W)
With market on edge, investors look to tech trio (R)
Investors can get big tax breaks if they invest in 'opportunity zones' under new Treasury rules (C)
Goldman Says It’s Time to Buy the Dip in Beaten-Down Emerging Markets (B)

Central banks
Quarles Backs Fed’s Gradual Policy Course (W)
Don’t Chase the Needles: An Optimistic Assessment of the Economic Outlook and Monetary Policy (Quarles, FRB)
Fed's Kaplan sees two-three more rate hikes to hit 'neutral' level (R)

US
U.S. Existing-Home Sales Fall to Lowest Since 2015 (B)

China
China Growth Slows to 6.5%; Finance Officials Try to Soothe Worried Investors (W)
China’s Export Engine Likely to Cool, Further Slowing Growth (W)

US politics
'Information warfare:' Feds charge Russian woman with interference in US political system, midterms (C)

Geopolitics & trade
Clash over Trump tariffs heats up with barrage of WTO litigation (R)
Europe, Asia Nations Join U.S.’s Economic Pushback Against China (W)

Industries & companies
Autos: Tesla ‘damned if you do, damned if you don’t’ on $35,000 Model 3: analyst (MW)
Autos: Tesla Short Seller Warns of ‘Massive’ Supply-Chain Disruption (B)
Consumer: Procter & Gamble shares jump 7% on biggest quarterly sales gain in 5 years (C)
FinTech: JP Morgan's Jamie Dimon makes his biggest bet on Silicon Valley with new 'fintech campus' (C)
FinTech: PayPal surges 9% after its Venmo app shows signs of becoming a moneymaker (C)
Manufacturing: Hasbro reportedly to cut workforce by less than 10% (C)
Tech: Microsoft is now tying Satya Nadella's pay to LinkedIn's performance (C)
Wireless: 5G Has Arrived. It’s Been A Long Wait for Ericsson, Nokia. (W)

Offbeat
CEO berates analysts on conference call: 'You are a disaster...they will have to commit suicide' (C)
The rules were changed, making the odds of winning the $ 1 billion Mega Millions jackpot so slim (C)
Amazon Revisits Shortlisted Cities as HQ2 Decision Looms (W)

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October 19 (Friday)

Markets
Dow falls more than 300 points as the market's October struggles persist (C)
Wall Street's biggest bull: The market is 'inappropriately' pricing in a potential recession (C)
Goldman CEO Solomon says part of October's market sell-off driven by programmatic trading (C)
It's a Long Way Down for China Stocks Channeling Past Traumas (B)
China's stock market is getting pummeled and history shows that is bad news for US markets (C)

Currencies & credit
U.S. Criticizes China’s Currency Practices, but Doesn’t Add Manipulator Designation (W)
Italy Turmoil Fails to Deter U.S. Investor From Peripheral Bonds (B)

Central banks
Quarles Backs Fed’s Gradual Policy Course (W)
Goldman Sachs sees five more Fed rate hikes through end of 2019 (R)
Cramer: The Fed's attempt to preemptively curb inflation is 'a mistake' (C)

US
Inflation Is Back—and Unilever, Nestlé Are Taking Advantage (W)

Japan
Japanese inflation ticks up as oil rises but BOJ target remains elusive (R)

China
China's third-quarter GDP growth set to hit weakest since 2009 amid trade war strain (R)

US politics
GOP Plans to Spend Millions to Help a Long-Shot New York Candidate (B)

Geopolitics & trade
Trump Says Khashoggi Likely Dead, Warns of ‘Severe’ Consequences (B)
Exodus From Saudi Event Rolls On as Goldman, Mnuchin Cancel (B)
Exclusive: U.S. asks for WTO panel over metals tariff retaliation (R)
Mattis Tries to Dial Back Confrontation With China (W)
Super Micro Tells Senators No Evidence of Chinese Hardware Hack (B)
U.S. Startup Accuses Huawei of Trying to Steal Its Technology (W)

Industries & companies
Autos: Tesla CEO Elon Musk just introduced a 'lower-cost, mid-range' Model 3 via Twitter (C)
FinTech: PayPal Profit Beats Estimates, an Encouraging Sign for Venmo (B)

Corporate finance
Tech Startups Stoke Market for IPOs (W)

Offbeat
Bangkok’s ‘Doctor Love’ Wants to Help Chinese Make Babies (B)

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October 18 (Thursday)

Markets
Dow slides more than 100 points again after Fed minutes point to more rate hikes (C)
Big Netflix Beat Has Analysts Debating How High Stock Can Go (B)
China is still the wildcard in the stock market's wild ride — here's why (C)
Fund Managers Increasingly Wary on Global Growth (W)

Credit, currencies, & commodities
Billionaire investor Leon Cooperman says bonds, not stocks, are in a bubble (C)
The Earnings Elephant in the Room (W)
Oil Tumbles on Jump in Inventories (W)

Central banks
Fed Minutes Point to Continued, Gradual Interest-Rate Increases (W) | Minutes
Fed Officials Debated Hiking Rates to Restrictive Territory (B)

US
U.S. Housing Construction Fell in September, Continuing Weak Stretch (W)

Europe
Europe Offers Britain an Olive Branch to Break Brexit Impasse (W)

US politics
This bitter House race in New York shows how health care is dominating the battle for Congress (C)
Trump says each Cabinet secretary should slash 5% of their budgets after he pledges to cut spending (C)
Treasury employee busted for allegedly leaking documents related to Paul Manafort, Russians (C)
Mueller Ready to Deliver Key Findings in His Trump Probe, Sources Say (B)

Geopolitics & trade I
Trump, Pompeo Cite U.S.-Saudi Ties as Khashoggi Crisis Escalates (B)
Khashoggi crisis threatens to alienate the foreign firms remaking Saudi Arabia's economy (C)
Top Bankers Quietly Prep for Saudi While Their Bosses Skip Forum (B)
Ties to Saudi Prince Weigh On SoftBank Fund’s Future (W)

Geopolitics & trade II
China, World’s Biggest Exporter, Tries Branding Itself as an Importer (W)
Trump Administration Moves to End Deep Discounts for Packages From China (W)
Wall Street slashes earnings outlook for automakers and suppliers amid concern about China (C)

Industries & companies
Autos: Tesla Advances in China, Buying Land for a Factory (W)
FANGs: Netflix is adding almost as many subscribers in one year as HBO did in 40 years (C)
FANGs: Funds Back Proposal to Remove Zuckerberg as Facebook Chairman (W)
Financials: Banks Take Fight Against New Loan-Loss Rule to Washington (W)
Financials: Regulators Rescind Federal Oversight of Prudential Financial (W)
Pharma: Drug giant Pfizer offers early retirement ahead of layoffs in memo to employees (C)
Tech: IBM Shares Slide as Revenue Drop Renews Concerns (W)
Trucking: Uber Targets Trucking With New Trailer-Rental Business (W)

Corporate finance
Elon Musk says he's going to buy $20 million of Tesla stock (C)

Offbeat
Mega Millions jackpot at $868 million, the second-largest US lottery prize ever (C)
College Readiness Declines, Especially in Math, ACT Shows (W)

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October 17 (Wednesday)

Markets
Dow jumps more than 500 points, posts best day since March as earnings fuel rally (C)
China Treasury holdings at their lowest in 14 months (C)
U.S. to Blame for Weaker China Currency (C)
U.S. Tax Changes Hit Global Investment Flows (W)

Central banks
San Francisco Fed's Daly Favors Gradual Hikes in First Speech (B)
Trump says Fed is his 'biggest threat' because it is raising rates too fast (C)
Cramer: As long as the Fed doesn't keep pushing rate hikes, stocks can keep rallying (C)

US
U.S. Job Openings Topped 7 Million for the First Time (W)
U.S. Manufacturing Capacity Increases for 16th Month in a Row (W)
U.S. Deficit Swells in Fiscal 2018 as Tax Cuts Take Bite (W)

Europe
Macron, Under Pressure, Walks Tight Line With Appointments (W)

Emerging
Chinese Consumers Feel More Pain Than Official Data Suggest (W)
Inflation Stalking Russia Adds to ‘Hopelessness’ Among Consumers (B)

US politics
Trump says he's not to blame if Republicans lose the House in midterms (C)

Geopolitics & trade
Trump slams mounting criticism of Saudi Arabia as a case of 'guilty until proven innocent' (C)
Suspects in journalist's disappearance had close ties to Saudi prince: NYT (C)
Here Come the Trade War Price Hikes (B)

Industries & companies
FANGs: Netflix surges after crushing earnings (C)
FANGs: Advertisers Allege Facebook Failed to Disclose Key Metric Error for More Than a Year (W)
Financials: Five Key Takeaways From the Biggest U.S. Banks' Earnings Reports (B)
Financials: Big Bank Earnings Show Wall Street Charging Ahead (W)
Financials: Bank of America CEO Moynihan says he cut jobs equal to the workforce of Delta Air Lines (C)
Pharma: Patents Used to Keep Humira Copies Out of U.S. (W)
Tech: IBM falls after revenue misses (C)

Corporate finance
Uber Eyes Valuation of $120 Billion for Possible 2019 IPO (W)

Offbeat
The Real Cost of College Is Flattening as Schools Give More Scholarships (W)

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October 16 (Tuesday)

Markets
Why the market is suddenly concerned Saudi Arabia will weaponize oil in Khashoggi dispute (C)
Goldman says the sell-off is just about over and tells investors to get back into growth stocks (C)
Small Caps Become Latest Winning Trade to Collapse (W)
FAANG Stock Losses Continue to Mount (B)
Emerging-Markets Selloffs: This One Is Different (W)
U.S. Tax Changes Hit Global Investment Flows (W)

Credit, currencies, & commodities
The Treasury 10-Year Yield May Not Be Above 3% for Long (B)
U.S. to Blame for Weaker China Currency (W)
U.S.-Saudi Tensions Put Oil-Price Discounts Into Play (W)

Central banks
Yellen Calls Trump’s Attack on Fed Counterproductive (W)

US
U.S. Retail Sales Rise Less Than Expected in September (W)
Actual Storms, Not Economic Ones, Explain Retail Sales Dip (W)

Europe
Merkel’s Allies Hit With Worst Election Showing Since 1950 (W)
May and Macron Strike Dovish Tone Before Big Brexit Summit (B)

US politics
Trump’s First Annual Budget Deficit Rises to a Six-Year High (B)
Trump, Calling Mattis a Democrat, Opens Door to His Exit (W)
Exclusive: Facebook to ban misinformation on voting in upcoming U.S. elections (R)
Why This Election Is So Hard to Predict (W)

Geopolitics & trade
Trump hints at 'rogue killers' in journalist disappearance (R)
It would've been nearly impossible for journalist Khashoggi to record inside the Saudi consulate using his Apple Watch (C)
JP Morgan and Ford cancel plans for Saudi investor event (R)

Industries & companies
FANGs: Google's new Pixel 3 and Pixel 3 XL are two of the best Android phones you can buy (C)
Financials: Bank of America Profit Rises 32% (W)
Media: A Drama CBS Can’t Cancel—the One in Its Boardroom (W)
Media: Attention Shoppers: The Background Music You Hear May Not Be Licensed (W)
Retail: U.S. Retail Sales Miss Forecasts as Restaurant Receipts Drop (B)

Corporate finance
Sears, Finally Bankrupt, Now Tries to Avoid ‘Dustbin of History’ (B)
Icahn to Oppose Dell’s Purchase of DVMT Tracking Shares (W)

Technology
Jeff Bezos says tech's biggest problems don't have solutions yet, but 'we'll figure them out' (C)

Offbeat
Hurricanes Blamed for Biggest Cuts to S&P 500 Earnings Estimates (B)

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October 15 (Monday)

Markets
Why it's never a good idea to sell when the market goes down quickly (C)
Here's why one analyst thinks the sell-off could be saved by earnings (C)
Why the Stock Market Went Loco (BR)
Investors’ Curious Comfort With Junk Bonds (W)

Central banks
Draghi Says Key Global Risk Is Sudden Jump in Interest Rates (B)
BOJ's Kuroda warns of darkening global prospects as trade tensions weigh (C)
Kuroda Says Signal for Stimulus Exit Would Be Change in Target Rate (B)

Global
Tremors Rattling World Economy: Takeaways From IMF Talks in Bali (B)
Nobel Prize-Winning Economist Joseph Stiglitz on Why Globalization Is Under Threat (BR)

US
Housing Market Positioned for a Gentler Slowdown Than in 2007 (W)

Europe
Germany's Merkel is facing a crucial test of one of her key alliances (C)

Japan
Japan manufacturers' mood rises, trade worries weigh on outlook: Reuters Tankan (R)

Emerging
China property market feels fresh chill, 'winter' is coming (R)
In China, a Dot-Com Déjà-Vu (W)
'Innocent bystanders': Emerging economies struggle to contain capital outflows (R)

US politics
A 'Kavanaugh bump' is boosting GOP Senate candidates. But Trump is a different story. (C)

Geopolitics & trade I
Why international pressure against Saudi Arabia could 'escalate very quickly' and bring pain for everyone else (C)
Saudi Arabia warns against sanctions over Khashoggi (R)
JP Morgan's Jamie Dimon pulls out of Saudi conference (C)

Geopolitics & trade II
Trump Threatens Another Round of China Tariffs (B)
China finds Trump's team 'very confusing' to diplomats, ambassador to US says (C)
Mnuchin Says He's Not Worried China Would Unload Treasuries (B)
Tariffs Hit Those Trump Wants to Help: U.S. Factories (W)

Industries & companies
FANGs: Why Amazon's minimum wage hike was 'inevitable', and how others may soon follow in its footsteps (C)
Financials: Banks Will Benefit from Rising Rates. Other Sectors, Not So Much (BR)
Tech: Tech Stocks Could Rebound Again but the Risks Are Growing (BR)

Corporate finance
Harris to merge with L3 in all stock deal, creating US defense giant with $34 billion market value (C)
Sears' habit of liquidating outside bankruptcy is making it harder to save itself now (C)

Technology
Not everyone is ready to ride as autonomous vehicles take to the road in ever-increasing numbers (C)

Offbeat
Mega Millions jackpot soars to $654 million after no one wins Friday drawing (MW)

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October 13 (Saturday)

Markets
U.S. Stocks Advance in Roller Coaster Session (W)
Here’s how much damage has been done to the stock market during a powerful rout (MW)
Behind Market Turmoil, Potentially Good News (W)
Here’s why stock-market investors suddenly freaked out over rising bond yields this week (MW)

Credit & commodities
Wall Street Sees Treasuries Yield Curve Flattening Into 2019 (B)
Record Exodus From Credit Funds Outpaces Flight From Stocks (B)
Corporate Loans Help Investors Fight the Fed (W)
Plenty of Oil, Just Not in the Right Places (W)
IEA Cuts Oil Demand Forecasts But Sees Prices Staying High (B)

Central banks
There's another big reason why Trump could blame the Federal Reserve for rising interest rates (C)

US
U.S. Consumer Sentiment Cooled Slightly in Early October (W)
Strong economy has a downside for Main Street: Fewer workers means higher wages (C)

Europe
Merkel, Already Wobbling, Faces Fresh Blow in Historical Stronghold (W)

China
China’s Auto Sales Face First Annual Decline in Decades (W)

US politics
Trump Considers a Successor for Sessions (W)

Geopolitics & trade
U.S. and China Edge Closer to a Cold War (W)
U.S.-China trade talks must cover currency, U.S. Treasury chief says (R)
U.S. Opens Probe Into Alleged Chinese Mattress Dumping (W)
Jamie Dimon sounds warning about 'geopolitical issues bursting all over the place' (C)
Russia hits a snag in developing a hypersonic weapon after Putin said it was already in production (C)

Industries & companies
FANGs: Facebook Says Hackers Stole Detailed Personal Data From 14 Million People (B)
Financials: Rates Are Rising, But Banks Aren’t Worried About Consumers (W)
Financials: JPMorgan Profits Rise 24% Despite Trading Dip (W)
Financials: Wells Fargo Posts Surprise Revenue Rise With Consumer Loan Boost (B)
Industrials: GE Delays Release of Quarterly Results Until Oct. 30 (W)
Retail: Retail’s New E-Commerce Headache: Delivering Workers to Warehouses (W)

Corporate finance
Timeline: The rise and fall of Sears (C)
Sears, Lenders Nearing Deal to Keep Some Stores Open (W)

Technology
IBM earnings: Investors want to see how Watson holds on to AI, machine learning market (MW)

Offbeat
Cryptocurrencies suffer $18 billion drop in value over three days (C)
Alan Greenspan on How to Fix the American Growth Machine (W)

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October 12 (Friday)

Markets
The sell-off by the numbers: Stocks post worst 2-day stretch in eight months (C)
S&P 500 drops below key level watched by traders, signifying the bull market could be broken (C)
The Stock-Market Meltdown That Everyone Saw Coming (B)

Markets II
US stock futures open higher, pointing to rebound on Friday from this week's massive sell-off (C)
Secular trends haven't changed overnight, so don't fear tech stocks, portfolio manager says (C)
Market timers say it’s still too early to jump back into stocks (MW)
In addition to the Fed, Trump can blame his tariffs for the latest market slump (C)

Credit & commodities
Junk-Bond Buyers Head for Hills, Pulling $4.9 Billion From Funds (B)
U.S. Treasury Staff Finds China Isn’t Manipulating Yuan (C)
Oil prices shed more than 5% during two-day stock market sell-off (C)

Central banks
Fed Officials See Strong Economy Justifying Interest Rate Rises (W)
Fed's 'glacial' normalization not enough to cope with inflation risks: Stephen Roach (C)
Call 'em crazy, but Fed likely to keep raising rates (R)

US
The ‘pain threshold’ approaches for the housing market, analyst warns (MW)
Social Security Benefits to Get 2.8% Boost, Largest Since 2012 (W)

US politics
Dina Powell leaning toward staying at Goldman Sachs instead of becoming Trump's UN ambassador (C)
Gov. Scott Walker trails, Sen. Tammy Baldwin leads in Wisconsin midterm races: NBC News/Marist poll (C)

Geopolitics & trade
Trump and Xi Plan to Meet Amid Trade Tension (W)
Trade Tensions Take a Toll on Germany’s Economy (W)
Canada sees little chance of quick end to U.S. metals tariffs: sources (R)

Corporate finance
Tencent Music will reportedly postpone IPO due to global market sell-off (C)
Lenders Make Push to Liquidate Sears (W)

Offbeat
When Markets Tank, Do This (W)
SEC Says Quarterly Reporting Won’t Change ‘Anytime Soon’ (W)

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October 11 (Thursday)

Markets
Dow skids 500 points, Nasdaq 200; S&P risks longest losing streak in 2 years (MW)
More than half of the S&P 500 is already in a correction as sell-off worsens (C)
Traders See Bad Day as `Slightly Overdue,' Not a Reason to Panic (B)
Amazon, Alphabet, Twitter tumble as Barclays warns of choppy earnings season ahead (MW)

Central banks & IMF
IMF Warns of Possible Emerging-Markets Crisis (W)
Fed's Evans sees a pause after lifting rates to around 3 percent (R)
Cramer thinks the Federal Reserve is behind the sell-off: 'I really miss Janet Yellen' (C)

US
U.S. producer prices rebound, wholesale inventories rise (R)
Business Prices Firmed Up in September (W)
Rents Flat Year-Over-Year for First Time Since 2012 (Zillow)
The Decade-Long Growth in Rentership Is Reversing (Zillow)
Rising health-care costs are eating away at your wages and you may not even realize it (MW)

China
China’s Huawei Seeks to Chip Away at Silicon Valley’s AI Supremacy (W)

Geopolitics & trade
Chinese finance ministry official says 'optimistic' on trade war breakthrough (R)
FBI director on whether Apple and Amazon servers had Chinese spy chips: 'Be careful what you read' (C)

Industries & companies
Autos: Tesla Is Closing In on $145 Million Plot for China Factory (B)
Pot: Altria rises on report company buying stake in marijuana producer; Other pot stocks climb (C)

Corporate finance
Sears crashes to record low after report says a bankruptcy filing could come as soon as this week (BI)
BlackRock Makes Private-Equity Bet (W)

Technology
For Next Census, Cameras in Space Replace Workers (W)

Offbeat
Michael Makes Landfall as Strongest Mainland Storm in 14 Years (B)

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October 10 (Wednesday)

Markets
Tech Snaps 3-Day Skid But Stocks Can't Hold Gains: Markets Wrap (B)
Stocks Slip, Dragged Lower by Materials Sector (W)
This touted market predictor screams sell, but here’s why you might want to ignore it (MW)
Why investors shouldn’t fear the dominance of FAANG stocks (MW)
Yuan Lending Rate Surges as China Struggles to Stem Currency’s Slide (W)

Global
IMF Lowers Global Growth Forecasts for 2018 and 2019 (W)

Central banks
Trump says he doesn't like what the Fed is doing, central bank is going too fast in raising rates (C)
Rising yields suggests 'conflicting factors' over U.S. growth: Fed's Kaplan (R)
Fed’s Kaplan Is ‘Comfortable’ With Another Three Rate Rises (W)

US
Mortgage rates jump past 5%, signaling more home price cuts ahead (C)

Europe
Italian Yields Would Need to Rise Much Further to Trouble Banks (B)
France’s Macron: Celebrated Abroad, Isolated at Home (W)

US politics
Health Care Crowds Out Jobs, Taxes in Midterm Ads (W)
Trump officials have talked to Goldman Sachs' Dina Powell about possibly replacing Haley in UN role (C)
Interest Groups Compete for Trump’s TV Attention (W)

Geopolitics & trade
Trump repeats threat of more tariffs if China retaliates on trade (R)
Metal Tariffs Haven’t Cost Jobs (Yet) (B)
China slashes U.S. LPG imports amid trade war (R)
P&G gets steel tariff exemption for Gillette, Venus razors (R)

Cyber-security
New Evidence of Hacked Supermicro Hardware Found in U.S. Telecom (B)

Industries & companies
Autos: Ford Falls Below $9 for the First Time in More Than Six Years (B)
Chemicals: PPG’s Warning on Costs Reverberates (W)
Energy: Here’s what Trump’s ethanol plan means for farmers, refiners and motorists (MW)
Energy: Big Oil’s Bet on Natural Gas Is a Slow Burn (W)
Energy: Exxon Puts Up $1 Million to Boost Carbon Tax (W)
FANGs: Google Appeals $5 Billion EU Fine in Android Case (W)
Financials: Bank Earnings: Expect Big Profits, But Buyer Beware (W)
Home Builders: U.S.’s Largest Home Builder in Talks to Offload Lending Unit (W)
Pot: Pot stocks pull back as Aurora Cannabis applies to trade on the NYSE (MW)

Corporate finance
Lyft Asks Banks for Pitches to Underwrite 2019 IPO (B)
Snap Is ‘Quickly Running Out of Money,’ Analyst Says (B)
Bill Ackman reveals $900 million bet on Starbucks, sees shares doubling in three years (C)

Technology
Google Reveals New Pixel Phone, Speaker to Chase Apple, Amazon (B)

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October 09 (Tuesday)

Markets
Selloff in Tech Shares Deepens, Drags Down Market (W)
Dow rises for first time in 3 days, but gains capped amid fear of higher rates (C)
Volatility Surge Has Strategists Asking What's Next for Stocks (B)
Emerging Markets Look to Contain Damage (W)
Tech ETFs Carry On Without Big Names (W)

Credit & currencies
Rising yields could be a big problem for booming corporate profits (C)
U.S. Treasury still concerned about yuan depreciation: official (R)
Yields on Italian Bonds Hit 4½ Year High on Budget Concerns (W)

Central banks
Emerging markets 'as prepared as they can be' for U.S. rate moves: Fed's Bullard (R)

US politics
Trump Says He Has No Plans to Fire Rosenstein (W)

Geopolitics & trade
Pence Unloaded on China; Here’s Why That’s Important (W)
U.S.-China Tensions Break Out in Beijing (W)
Chinese Exporters Find 18,927 Ways to Avoid U.S. Trade Tariffs (W)
Rising U.S.-China Tensions Threaten North Korea Efforts (W)

Industries & companies
Autos: Tesla's Value Sinks by $10 Billion in a Week as Rout Deepens (B)
FANGs: A Google bug exposed the information of up to 500,000 users (C)
FANGs: Google did not disclose security bug because it feared regulation, says report (C)
FANGs: Alphabet to shut Google+ social site after user data exposed (R)
FANGs: Some advertisers are moving half of their search budget from Google to Amazon: ad industry sources (C)

Technology
Facebook launches home video chat—and promises it won’t spy on you (MW)
Cocaine, Reefer and the F-Word: Sometimes Alexa Goes a Little Crazy (W)

Offbeat
Two Top U.S. Economists Win Nobel for Work on Growth and Climate (W)
The Price of Financial Advice Is, Finally, Falling (W)
Fox Hires Former White House Official Hope Hicks (W)
MBA enrollment is down again. What’s the future of the degree? (WP)

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October 08 (Monday)

Markets
Wall Street Earnings Season Gets Under Way With Profitability at Decade High (B)
All the Nightmares for Stock Investors Start in the Bond Market (B)
Rising Treasury Yields Could Batter Stocks (BR)
Yes, Junk Bonds Are Pricey. But a Bear Market Isn’t Near (BR)
Chinese Tech Shares Tumble on Spying Concerns (W)

Central banks
China slashes banks' reserve requirements as trade war imperils growth (R)

Global
U.S. Economy Isn't Bright Enough to Offset Global Growth Slowing (B)

US
Investment in Infrastructure Is Booming (W)
A top economy watcher believes a 'potentially lethal combination' could unleash inflation (C)

US politics
Brett Kavanaugh sworn in as Supreme Court justice after raucous debate, narrow Senate victory (C)
Trump Wins Big on Kavanaugh and Blasts Democratic 'Mob' (B)
Democrats' advantage in recent polls may not bring the 'blue wave' they're hoping for (C)
Why No One Cares about Trump’s Inheritance Scandal
Krugman: Trump and the Aristocracy of Fraud (N)

Geopolitics & trade
Trump’s trade deal bodes well for these companies — and their investors (MW)
Trump’s Tariffs on China Aren’t a Short-Term Strategy (W)
Exclusive: U.S. Commerce's Ross eyes anti-China 'poison pill' for new trade deals (R)
Why China Is Growing More Belligerent (BR)
Japan's Abe says would welcome Britain to TPP: FT (R)

Cybersecurity
Apple tells Congress it found no signs of hacking attack (R)
US Homeland Security says no reason to doubt firms' China hack denials (C)

Industries & companies
Retail: Retailers Rush to Fill Holiday Hole Left by Toys ‘R’ Us (W)
Retail: Target Pushes New Brand of Consumer Staples (W)
Retail: Why Barnes & Noble Has Untapped Potential (BR)
Tech: Data-Center Gold Rush Boosts Eaton and Terex (BR)

Corporate finance & Wall Street
Elastic's Soaring IPO Stretches Valuation to $4.9 Billion (B)
The Future of Fidelity (BR)

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October 06 (Saturday)

Markets
Tech Stocks Tumble as Market Momentum Stalls (W)
These stocks are the biggest winners when interest rates rise (C)
Here's the number everyone in the financial markets is obsessing about and why [10-year yield] (C)
Bond Investors Catch Up With Fed’s Plans (W)

Central banks
Fed's Williams sees 'ways to go' before rates pinch growth (C)
Fed’s Bostic Not Ready to Call for Restrictive Monetary Policy (W)

US
U.S. job growth cools; unemployment rate drops to 3.7 percent (R)
Here's where the jobs are — in one chart (C)
Exclusive: U.S. Commerce head Ross sees wage increases for steel workers (R)

Europe
The Achilles’ Heel for Italy’s Populists: Weak Banks (W)

US politics
Confirmation vote could come as early as Saturday (NN)
Key Republican Jeff Flake will support Kavanaugh's confirmation barring big changes (C)
Facing pressure at home, Manchin and Murkowski buck party lines in key vote on Kavanaugh (C)

Geopolitics & trade
China Expands Cybersecurity Rules, Heightening Foreign Concerns (W)
America First is hurting China's business (R)
Auto Makers Consider Shifting Manufacturing to North America (W)
Europe Tells Trump: Don’t Bully Us on Trade (W)

Industries & companies
Autos: Tesla is down 7% thanks to Musk's tweets, wiping out the gains Tesla got for settling with the SEC (C)
Autos: Einhorn on Tesla: 'Like Lehman, we think the deception is about to catch up' (C)
Autos: Ford is planning cuts to its salaried workforce (C)
Autos: Toyota Recalls More Than 2 Million Autos Over Hybrid-System Fault (W)
Consumer: LaCroix faces suit for mislabeling its sparkling water as natural (C)
FANGs: David Einhorn dumps Apple on fear of 'Chinese retaliation against America's trade policies' (C)
FANGs: Netflix is down 15% from its high, and there could be more pain ahead (C)
Financials: Banks Are Getting Squeezed by the Fight Against Dirty Money (W)
Retail: Mattress Firm is about to close more than 200 stores. Here's a map of where they are (C)

Corporate finance
Saudi Crown Prince Vows Aramco IPO by 2021, Keeps to $2 Trillion (B)

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October 05 (Friday)

Markets
U.S. Stocks Fall as Treasury Yields Extend Climb (W)
Technology Stocks Bear Brunt of Selling in Broader Market Slump (B)

Credit & commodities
3 reasons why U.S. government bond yields are soaring (MW)
Corporate Bond Buyers Seeking Yield Take Treasury Rout in Stride (B)
Natural gas prices are on fire this month — here's why (C)

Central banks
Kudlow Says Trump Not Trying to Exert Pressure on Fed (W)

US
With the rise in interest rates, Friday's jobs report just got a lot more important (C)
Why So Many Americans Still Work Multiple Jobs in Strong Market (B)

China
Private Businesses Built Modern China. Now the Government Is Pushing Back. (N)

US politics
GOP Confidence in Kavanaugh Confirmation Grows (W)
Some Democrats Want Medicare for All. Others Aren’t So Sure. (W)

Geopolitics & cybersecurity
The Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies (B)
China is secretly hacking computer motherboards. The economic fallout is huge. (WP)
Pence Calls on Google to Drop Mobile Search Project in China (W)
West Accuses Russia of Persistent Campaign of Hacking by the Kremlin (W)
Spy Bust Exposes Methods of Putin's GRU Military Hackers (B)
Pence to Step Up U.S. Criticism of Beijing (W)
Trump Aims to Model New Trade Deals on Revised Nafta (W)
Renaming Nafta Just Might Work (B)

Industries & companies
FANGs: Amazon quietly launched a new 'accelerator' program to create more exclusive brands for its website (C)
Financials: Buy the market dip on interest rates fears and bet on bank stocks, Bernstein says (C)
Retail: Here's how Target plans to beat Amazon and Walmart in the shipping wars this holiday season (C)
Retail: Bed Bath & Beyond Struggles to Clear the Clutter, Close the Price Gap (W)
Retail: Why You’re Buying Products From Companies You’ve Never Heard Of (W)

Corporate finance
Why Biotech Deal-Making Has Dried Up (W)

Technology
From Reindeer to Robots, Automation Set to Deliver This Holiday Season (W)
Toyota, SoftBank Join Forces to Build Self-Driving Cars That Deliver Meals, Health Care (W)
You can now ask Google to book you an Uber or Lyft by voice — here's how (C)

Offbeat
CEO Tenure Is Getting Shorter. Maybe That’s a Good Thing. (W)
Mark Cuban reportedly urged Tesla's Musk to settle SEC fraud charges (C)

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October 04 (Thursday)

Markets
Dow Industrials Close at New Record (W)
U.S. Stocks Gain on Central Bankers’ Upbeat Views (W)
Treasuries Slide Pushes 10-Year U.S. Yield to Highest Since 2011 (B)
An Earnings Roadblock for Stocks (W)

Central banks & IMF
Powell says we're 'a long way' from neutral on interest rates, indicating more hikes are coming (C)
Fed Should Press Ahead With Gradual Rate Rises, Evans Says (W)
Cleveland Fed President Warns Against Rolling Back Regulatory Reforms (W)
IMF Says Crisis Legacy Is Slower Growth, More Debt, Fewer Babies (B)

US
U.S. Private Sector Adds 230,000 Jobs in September (W)
Services-Sector Activity Hits Record High. Thank Tariffs, Local Governments (W)
Employer-Provided Health Insurance Nears $20,000 a Year (W)
White House Economist Turns to Alternative Data to Boost Trump (B) | Report
Companies Lure Workers With College Coaching, Debt Help (W)

Europe
May Beats Back Her Critics Over Brexit (W)
Italy Sets Lower Budget-Deficit Targets (W)

US politics
Trump Engaged in Suspect Tax Schemes (N)
New York Tax Department Reviews Allegations of Trump Family Transactions (W)
Trump’s Tax Returns in Spotlight if Democrats Capture a Majority (W)

Geopolitics & trade
China to Raise Billions in Rare U.S. Debt Deal as Trade Tensions Persist (W)
How the U.S. and Canada Ended Their Feud and Clinched a Nafta Deal (B)
Trade Pact Shows Limits of ‘America First’ (W)

Industries & companies
Autos: Honda to Invest $2.75 Billion in GM’s Self-Driving Car Unit (W)
FANGs: Facebook Briefs Lawmakers on Breach to Guard Against Backlash (W)
FANGs: Amazon’s Wage Increase Pressures Employers to Follow (W)
FANGs: Amazon Warehouse Workers Lose Bonuses, Stock Awards for Raises (B)
FANGs: EBay Accuses Amazon of Illegally Poaching Sellers (W)
Homebuilders: A Bull's Case for Homebuilders as Their Record Losing Streak Continues (B)
Retail: Express is the latest retailer to launch a clothing rental service (C)
Trucking: Supreme Court, missing a justice, considers a trucking case that could rattle the economy (C)

Corporate finance
Aston Martin's Trading Debut Flops as Shares Tumble on Listing (B)
China's biggest streaming-music service files for a US IPO (BI)

Technology
Six Technologies That Could Shake the Food World (W)
Brain Scans Can Detect Who Has Better Skills (W)

Offbeat
Letters Sent to Pentagon Contained Castor Seeds, Not Ricin (W)

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October 03 (Wednesday)

Markets
Dow Hits New Record as U.S. Shares Lead Peers (W)
Credit Suisse CEO Says He Feels ‘Nervousness’ in Markets (B)

Central banks
Fed’s Powell Sees Little Sign of Labor Market Overheating (W) | Speech
Powell’s Effort to Blur ‘Neutral’ Gains a Prominent Supporter (W)
Powell Sees Muted Inflation Risk in ‘Extraordinary’ Economy (B)
The Risk of Yield Curve Inversion—and How to Avoid It (FRB-SL)
Whatever it takes. What's the impact of a major nonconventional monetary policy intervention? (BIS)

US
Amazon Boosts Wages, Pepsi Raises Prices and Consumers Are Caught in Between (B)
5 myths about millennials (MW)

Emerging
Will Brazil’s Economy Survive Its Presidential Election? (B)

US politics
Trump Adviser Accuses Goldman of Partisan Points in Research (B)
FBI Probe on Kavanaugh Won’t Go to the Public, McConnell Says (W)
Trump Directed Action to Enforce Stormy Daniels’s Hush Agreement (W)

Geopolitics & trade
U.S., China May Resume Trade Talks in December, White House Says (W)
North Korea Ramps Up Pressure on U.S. in Nuclear Talks (W)

Industries & companies
Autos: Tesla Model 3 Deliveries Surge, Overcoming Elon Musk's Controversies (B)
FANGs: Amazon to Raise Its Minimum U.S. Wage to $15 an Hour (W)
FANGs: Apple Watch Series 4: Why I Finally Fell For This Wearable (W)
Financials: Climate Change Is Forcing the Insurance Industry to Recalculate (W)
Industrials: GE's New ‘Game Changer’ CEO Inspires Confidence and Two Analyst Upgrades (B)
Pot: Marijuana beverages are the new thing, but investors should only take sips:Nigam Arora (MW)

Corporate finance
Tencent Music Files for U.S. IPO (W)

Technology & cyber-security
Robots Head for the Fields (W)
Cyberespionage Experts Want to Know Who’s Exposing China’s Hacking Army (W)

Offbeat
Jamie Dimon Says Shareholder Meetings Have Become ‘a Farce’ (B)
Ricin Detected in Mail Sent to Pentagon Facility (W)
Is It Ethical to Choose Your Baby’s Eye Color? (W)

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October 02 (Tuesday)

Markets
Dow rises nearly 200 points after the US and Canada secure a deal to replace NAFTA (C)
Safest Stocks Are Booming and Ringing Alarm Bells on Wall Street (B)

Central banks
Fed’s Rosengren Calls for More Rate Hikes (W)
IMF Chief Lagarde Says Economic Outlook Is Dimming (W)

US politics
Trump Wants Kavanaugh Probe to Be ‘Comprehensive’ and Quick (W)
Prosecutor Rachel Mitchell: Analysis of Dr. Christine Blasey Ford’s Allegations
Rachel Mitchell says her Kavanaugh report is what a ‘reasonable prosecutor’ would say. It’s not. (WP)

Geopolitics & trade
Trump Chides Tariff ‘Babies’ in Praising New Trade Deal (B)
What’s Behind the New Nafta Deal (W)
Economic Upside of Revised Nafta? Just Avoiding Downside Is Good (B)
Canada Says New Trade Pact Removes Uncertainty (W)
Canadian Dairy Farmers Get `Slap in the Face' From New Nafta (B)
New Pact Spares U.S. Auto Makers From Tariffs but Adds Restrictions (W)
Trump Says He and Kim Jong Un ‘Fell in Love’ (W)

Industries & companies
Autos: Tesla Shares Surge Following Musk-SEC Settlement (W)
FANGs: Amazon's IMDB will announce this week a new free video service to compete for TV ad dollars (C)
Health Care: Texas Hospital Giants Plan to Merge (W)
Industrials: General Electric replaces new chief executive and announces $23 billion charge amid struggles (WP)
Pharma: Pfizer CEO to Step Aside at Year’s End (W)

Corporate finance
IPO Market Has Never Been This Forgiving to Money-Losing Firms (W)

Offbeat
Interest Wanes in Earning an M.B.A, Even From Harvard (W)
College and Coding Boot Camp Team Up (W)

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October 01 (Monday)

Markets
U.S. Stocks Open Fourth Quarter Near Record Highs (W)
The Stock Market Follows a Pattern in Election Years. Maybe Not This Time (BR)
The Stock Market Is Ignoring the Brett Kavanaugh Hurricane. For Now (BR)
Housing’s Hard Lesson for Stocks (BR)
The New Way to Bet Against the Market (BR)
After Another Quarter of Losses, Is Worst Over for Commodities? (B)

Central banks
What Is the Federal Reserve Really Up To? (BR)

US
Labor Market Opens Up for Part-Time Workers (W)
Core Inflation Remained Near Fed’s Target in August (W)
Druckenmiller Sees ‘Massive’ Debt Fueling Next Financial Crisis (B)

China
China’s Economy Losing Steam as Trade Fight Starts to Bite (W)
China’s Manufacturers Slow in September as Trade War Worsens (B)

US politics
What a Pivotal Midterm Election Could Mean for Investors (BR)
The Midterm Elections Could Give These Health-Care Stocks a Boost (BR)
White House Questioned on Role in Kavanaugh Probe (W)
Supreme Court Opens New Term Without Ninth Justice in Place (W)
Outside money is flooding into the tightest House races ahead of midterm election (C)
California governor signs law mandating women on corporate boards of publicly-traded companies (C)

Geopolitics & trade
President Trump's Nafta Deal With Canada Is Close (B)
U.S., Canada Near a Deal on Nafta as Midnight Deadline Looms (W)
China, Russia Criticize U.S. in U.N. Remarks (W)
U.S. Navy Warship Sails Near Disputed Islands, Challenging China (W)
America is trying to change the way trade rows are settled (E)

Industries & companies
Consumer: Procter & Gamble Tries to Break a Cycle of Stagnation (W)
FANGs: Facebook Faces Potential $1.63 Billion Fine (W)
FANGs: Facebook's Worst Security Breach Hammers User Trust Once Again (B)
FANGs: Satellite company teams up with Amazon to bring internet connectivity to the 'whole planet' (C)
Tech: Tencent Targets Business Customers in Restructuring Plan (W)

Corporate finance
European M&A Loses Pace With Drop in Mega Deals (W)

Technology
The QWERTY Days Are Almost Over (W)

Offbeat
SEC settles with Tesla's Elon Musk, will remain CEO but relinquish board chair and pay $20M fine (C)
Order the Steak! Client Meal Deductions Will Be Allowed (W)

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September 29 (Saturday)

Markets
Stocks End Little Changed on Last Trading Day of Third Quarter (W)
S&P 500 posts best quarter since 2013 (C)
Blowout Quarter for Stocks Has Mom and Pop All In, Pros Cautious (B)
Investors Stay Cautious on Bank Stocks (W)
Emerging Markets Face Expensive Oil, Weak Currencies (W)
After Another Quarter of Losses, Is Worst Over for Commodities? (B)

Central banks & OECD
OECD Business and Finance Outlook 2018 Highlights (OECD)
Summary of Opinions at the Monetary Policy Meeting on September 18 and 19, 2018 (BOJ)

US
U.S. Economic Growth Slated to Cool in Third Quarter (W)
Consumers Pulled Back Slightly on Spending in August (W)
Lower-Income Americans Drive Up Consumer Sentiment in September (W)
Core Inflation Remained Near Fed’s Target in August (W)
Trillion-Dollar Deficit? Whatever, Says New Washington Consensus (B)

China
Why So Many Underestimate China’s True Economic Power (Wharton)

US politics
Trump Orders Kavanaugh FBI Probe After Senate Delays Confirmation Vote (B)
Video: Women Protesters Confront Sen. Flake Outside Senate Meeting (W)
Rosenstein to Meet with Lawmakers Over Secret Recording Report (W)
House Passes Extension of Individual Tax Cuts (W)

Geopolitics & trade
Mexico Pushes to Keep Canada in Nafta (W)

Industries & companies
Autos: Tesla Enlists Employees to Be ‘Full Self-Driving’ Beta Testers (B)
FANGs: Facebook Security Flaw Affected Nearly 50 Million Accounts (W)
FANGs: Apple Scores a Win in Qualcomm Trade Spat (W)
FANGs: Amazon Enters Bed Market With Low-Cost Basic Foam Mattress (B)
Industrials: GE shares post one of the worst weeks of the year, down 7% (C)
Tech: Intel Chip Shortage Ripples Through PC Industry (W)

Corporate finance
Global M&A volume flattens in third quarter as trade tensions loom (BI)
Slack Readies Early 2019 IPO (W)

Technology
How Dirty Money Disappears Into the Black Hole of Cryptocurrency (W)

Offbeat
Elon Musk Believed He Had Verbal Deal for Tesla Buyout (W)
35-Year-Old Unknown Creates the World's Most Valuable Startup (B)
Writing in a Changing World (OECD)

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September 28 (Friday)

Markets
Stocks Climb, Lifted by Tech Sector (W)

Central banks
In a Strong Economy, the Fed Doesn’t Want to Hold Your Hand (W)
Powell Emboldens Bond Traders to Wager Inflation Will Stay Tame (B)

US
U.S. Economic Growth Slated to Cool in Third Quarter (W)
Aircraft Demand Propels Increase in U.S. Durable-Goods Orders (W)
U.S. Pending Home Sales Fell 1.8% in August (W)
Manhattan Builders’ 5-Year Plan: 33,000 New Rentals and Condos (B)
For Rent: 98-Square-Foot BR in Co-Living Apt., Community Included (W)

Europe
Labor Shortage Lifts Wages on Europe’s Eastern Flank (W)

US politics
Kavanaugh Defiantly Rejects Ford’s Allegations (W)
Kavanaugh Calls Allegations a ‘Political Hit’ (W)
Trump Defends Kavanaugh, Demands Vote on Nomination (B)
House Republicans Tee Up Tax Vote Ahead of Midterms (W)
Aluminum Makers’ Profits Suffer as Alumina Prices Soar (W)

Geopolitics & trade
WTO Cuts Trade Growth Forecast Citing Heightened Tensions (W)
Trudeau Defends Canada’s Nafta Team After Jabs by Trump (W)
Ag Secretary: U.S. to Keep Milk Demand in Canada Talks (W)

Industries & companies
Autos: Musk Is Sued by SEC, Seeking a Ban, Over ‘Funding Secured’ Tweet (B)
Autos: Elon Musk calls SEC fraud lawsuit 'unjustified,' says he acted in best interests of investors (C)
Defense: Boeing wins $9.2 billion to build Air Force's next trainer aircraft (C)
FANGs: Inside the New Amazon 4-Star Store, a Novelty Gift Shop (W)
FANGs: Here's how to watch NFL's Thursday Night Football on Amazon (C)
Media: U.S. Probes Ad Industry’s Media-Buying Practices (W)

Corporate finance
Investors Gain Billions From Chinese Tech IPO (W)
Lions Gate’s Amazon Pact Is Seen as Step Toward Possible Takeover (B)

Technology
Bezos Space Startup to Supply Engines for Boeing-Lockheed (W)
Killer robots are on the way, and they’re a threat to humanity (MW)

Offbeat
Smithfield to Reassess Disaster Prep Post-Florence (W)
The pot stocks are soaring again after a CBD-based drug took a step closer to commercial launch (C)
Why the DEA just approved a cannabis drug for rare childhood form of epilepsy (C)

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September 27 (Thursday)

Markets
Dow drops 106 points as bank stocks fall following the Fed decision (C)
Revenge of Real Rates: 2018 Set for Worst Returns in Decade (B)
Strong corporate profits have fueled the market — here’s a warning that could be coming to an end (MW)
Is oil heading for $100 a barrel? (Money Week)

Central banks
Fed Raises Rates and Says More Coming, Brushing Off Trump Jabs (B)
The Fed’s New Dot Plot (B)
Fed hikes interest rates, raises its economic outlook and drops 'accommodative' language (C)

Global
Underemployment Is the New Unemployment (B)

US
As Fed Raises Rates, Consumers Have Yet to Feel the Sting (W)
Big Businesses Push Down Prices, and Perhaps Wages (W)
Apartment rents are suddenly rising faster, reversing yearlong trend (C)

Emerging
Argentina Gets $57 Billion as IMF Doubles Down on Record Bailout (B)

US politics
Third Woman Makes Allegations Against Nominee Kavanaugh (W)
Trump on Rosenstein: 'My preference would be to keep him' (C)

Geopolitics & trade
Trudeau Presses for ‘Right Deal for Canada’ on Trade (W)
How China Pries Technology From U.S. Companies (W)
Trump Accuses China of Trying to Interfere in U.S. Elections (W)
Global Leaders and Executives Spurn Trump's Trade Approach (B)
Ford CEO Says Trump Metals Tariffs Took $1 Billion of Profit (B)

Industries & companies
Energy: Europe’s LNG Success Is U.S. Opportunity, Russia Challenge (W)
FANGs: Amazon is opening a new store that sells items from its website rated 4 stars and above (C)
Restaurants: McDonald’s Removes Artificial Ingredients from Burgers (W)
Retail: Bed Bath & Beyond Plunges Amid Surprise Drop in Same-Store Sales (B)
Tech: Tech Executives Warn of Overregulation in Privacy Push (W)
Tech: Getting What You Pay Up for in the Cloud (W)

Corporate finance
21st Century Fox to Sell Sky Stake to Comcast (W)
SurveyMonkey Soars in Public Market Debut (W)
Making Case for T-Mobile Deal, Sprint Says Its Customers Are Fleeing (B)

Technology
Payment Startup Stripe Is Now a $20 Billion Company (B)

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September 26 (Wednesday)

Markets
Opinion: Fasten your seat belt: October is almost here (MW)
Oil Continues to Soar on Supply Concerns (W)

Central banks
Let’s look ahead to the Fed’s December meeting (NYP)

US
U.S. Consumer Confidence Hits Highest Level Since 2000 (W)
Home-Price Gains Decelerated in July (W)

US politics
Trump Blasts Democrats Over Kavanaugh Turmoil (W)
Trump attacks second Kavanaugh accuser: She 'has nothing' and 'admits that she was drunk' (C)

Geopolitics & trade
Trump Faces Laughter at UN, Then Unleashes Global Grievance List (B)
Macron Denounces Rise of Nationalism as Crisis For World Order (W)
Trade Deal Could Move Ahead Without Canada, U.S. Official Says (W)
Why Canada Won’t Budge on Trade (N)
Trump's $250 billion in China tariffs are now in effect—here's what could get more expensive (C)

Industries & companies
Autos: BMW Cuts Outlook, Blames Trade Issues, Emissions Costs (W)
FANGs: Amazon makes first investment in a homebuilder, backing start-up focused on prefabricated houses (C)
FANGs: Instagram Co-Founders to Leave Facebook (W)
FANGs: Qualcomm Accuses Apple of Funneling Secrets to Rival Intel (W)
Restaurants: Dunkin’ to Drop ‘Donuts’ From Brand’s Name (W)
Retail: Shoppers Love Rewards Credit Cards. Retailers Hate Them. (W)
Wireless: Verizon Launches Early-Retirement Program (W)

Corporate finance
Arby’s Parent to Buy Sonic for $2.3 Billion (W)
SoftBank Leads $1 Billion Investment in Indian Hotel-Booking Startup (W)
SurveyMonkey aims to price IPO above $9 to $11 range because of strong demand: Sources (C)
Meet the banks that are leading the flourishing deal market for pot stocks (C)

Technology
Parted Your Hair A Different Way? Your Device Might Not Unlock (W)

Offbeat
This 60-year-old with an MBA now brings in millions selling cannabis candies (C)
Do You Know Cobol? If So, There Might Be a Job for You. (W)
IRS Is Wrongly Denying Tax Refunds, Some Companies Say (W)

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September 25 (Tuesday)

Markets
Dow Industrials Fall as Hopes for Trade Truce Fade (W)
Meet the Bear-Market Stocks Hiding in S&P 500’s Record Run (W)
The Strong Dollar Is Driving Profits for U.S.-Focused Companies (B)
Brent Crude Tops $80, Closes at Highest Level Since 2014 (W)

Central banks
Policy Makers Rethink a 2% Inflation Target (W)

US
Builders Slump as U.S. Housing Market Shifts to the Slow Lane (B)

Europe
France Unveils Billions in Tax Cuts as Support for Macron Ebbs (W)

US politics
Republicans Vow to Back Kavanaugh Amid New Allegation (W)
Kavanaugh Says He’s ‘Not Going Anywhere’ in Fox News Interview (B)
Rosenstein Will Meet Trump to Consider His Future at DOJ (W)

Geopolitics & trade
Trump Pursues Trade Deals in Asia, Europe Amid Frostiness With China (W)
China Says Trump Administration Is a Trade Bully (W)
Navarro: China's 'egregious practices' make it tougher to get a trade deal (C)
Navarro says Trump's trade strategy may create market volatility, but will be bullish long term (C)
U.S. Reliance on Obscure Imports From China Points to Vulnerability (W)
New Chinese tariffs are about to make your home renovation more expensive (C)

Industries & companies
Restaurants: Starbucks Plans ‘Significant Changes’ to Company's Structure (B)

Corporate finance
Kors Nears Deal to Buy Versace for Around $2.4 Billion (W)
Sirius Plunges Most Since 2011 After $3.5 Billion Pandora Deal (B)
Sears CEO Pushes a Rescue Plan to Avoid Bankruptcy (W)

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September 24 (Monday)

Central banks
The Fed Tries to Engineer a Soft Landing for the Economy (BR)

US
Used-Car Sales Boom as New Cars Get Too Pricey for Many (W)
Flyover country no more: Why millennials are flocking to Rust Belt real estate (C)

Japan
Japan’s prime minister is more of a survivor than a reformer (E)

China
Bullet Train Extends Beijing’s Reach Into Hong Kong (W)

US politics
Christine Blasey Ford, accuser of Supreme Court pick Brett Kavanaugh, will testify on Thursday (C)
Democrats Have Edge Ahead of Midterms, But Republican Interest Up (B)
GOP poised for midterm wipeout as 'blue wave' scenario gives Democrats a 12-point lead: NBC-WSJ poll (C)

Geopolitics & trade
Trade Talks in Tatters With Tariffs Looming (B)
Risk is rising that all of imports from China could be hit with US tariffs, Goldman Sachs says (C)
Should the U.S. Try to “Economically Disengage” From China? (BR)
Why one small business owner says he's 'thrilled' about Trump's trade war with China and others (C)
America’s tariffs on China are likely to last for some time (E)

Industries & companies
FANGs: No Sex Please, We’re Apple: iPhone Giant Seeks TV Success on Its Own Terms (W)
Media: Comcast Makes Risky Bet on Global Scale in Response to Netflix (B)

Corporate finance
Buybacks Lift Corporate Earnings (W)
Comcast Beats Out Fox to Acquire Sky (W)
Sky Loss Is a Disappointment for Disney Ambitions (W)
Why Hulu may hang in the balance of the $39 billion Comcast-Sky deal — and why Disney is watching (C)

Technology
Amazon and Google both want to run your home, but for totally different reasons (C)

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September 22 (Saturday)

Markets
Dow Industrials Rise as Trade Worries Dampen (W)
‘Quad Witching' Brings Volume Surge But Few Fireworks for Stocks (B)
US-China trade war has created a buying opportunity for Chinese stocks (C)
The Junk Bond Market Looks Like a Runaway Train (B)
Opinion: Stop blaming Wall Street for companies’ short-term thinking (MW)

US
Retailers are hiring for the holidays, but are there enough workers? (C)
It Can Cost $750,000 to Build an Affordable Housing Unit in California. Here’s Why. (W)

Europe
May Dealt Brexit Setback as Article 50 Sent to EU Highest Court (B)

Japan
Abenomics Will Long Outlast Its Author (W)

US politics
Trump's attack on Kavanaugh's accuser creates a nightmare scenario for the GOP (C)
Rosenstein Suggested Secretly Recording Trump But Was Joking, Witness Says (B)
Rod Rosenstein Suggested Secretly Recording Trump and Discussed 25th Amendment (N)

Geopolitics & trade
Energy Gets a Reprieve in China’s Latest Tariffs (W)
Target says Trump China tariffs would 'penalize American families' (C)
Trump's new strategy means the U.S. could get more aggressive with Russia and China over hacking (C)

Industries & companies
FANGs: Apple Launches New iPhones (Again). Here’s a Guide. (W)
FANGs: Google scrambled to get employees to delete an internal memo about censored search in China: report (C)
FANGs: Twitter says it patched a bug that could have shared users' private messages (C)
Homebuilders: Homebuilders Crater After JPMorgan Downgrade, Home Sales Miss (B)
Pharma: U.S. Probes Drugmakers Over Free Services (W)
Tech: Tech Redefined: S&P 500 Companies Worth $2.7 Trillion Change Sectors (W)

Technology
San Francisco start-up Zippin is trying to eliminate grocery checkout lines (C)

Offbeat
McDonald’s Gets a Warning From New York’s Pension Fund Over Chickens (B)

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September 21 (Friday)

Markets
U.S. Stocks Close at Records (W)
Investors Are Dumping Treasuries and Dollar to Take On More Risk (B)
Bull Market Back in Sync With Dow Finally Eclipsing January High (B)

Central banks
Trump to Nominate Former Fed Economist Nellie Liang for Board Seat (W)
Swiss Paradox: Booming Economy, Negative Interest Rates (W)

US
Slew of Positive Reports Show U.S. Economy Still on Solid Track (B)
U.S. Existing-Home Sales Stalled in August (W)
U.S. Household Net Worth Neared $107 Trillion in Second Quarter (W)
Cocaine, Meth, Opioids All Fuel Rise in Overdose Deaths (W)

US politics
Trump Says ‘Ridiculous’ Senate Spending Bill Must Pay for Border Wall (W)
Kavanaugh’s Accuser Open to Testifying Before Senate Panel (W)
Kavanaugh Says He'll ‘Be There’ for Hearing on Assault Claim (B)

Geopolitics & trade
JPMorgan: An economic cold war may be coming (C)
Former Google CEO predicts the internet will split in two by 2028, with one part led by China (C)
Micron tumbles after CFO says Trump China tariffs will hit gross margins (C)
Alibaba’s Ma Recants Promise to Create One Million U.S. Jobs (W)

Industries & companies
FANGs: Prime Effect: Amazon’s 2-Day Shipping Is Disrupting Retail (W)
FANGs: Google Says It Continues to Allow Apps to Scan Data From Gmail (W)
Financials: Wells Fargo plans to cut up to 10% of workforce in the next 3 years (C)

Corporate finance
Comcast, Fox to Settle $35 Billion Sky Battle in Auction (W)
Adobe Buys Marketing-Automation Firm Marketo for $4.75 Billion (W)

Technology
Amazon’s New Microwave: ‘Alexa, Please Defrost My Chicken’ (W)
Amazon Unveils New Devices to Power Smart Home With Your Voice (B)
Artificial Intelligence: The Robots Are Now Hiring (W)

---

September 20 (Thursday)

Markets
Major Stock Indexes Near Records as Trade Fears Ease (W)
How trade-war fears have become less of a factor for stock-market investors (MW)
‘Safety’ Stocks Drive September Rally (W)
The Hype Around Pot Stocks Is Catching Up to the Crypto Craze (B)
Pot Stock Tilray Is Now Bigger Than American Air, Clorox, CBS (B)

Central banks
Bond Traders Move Closer to Fed, Ramping Up 2019 Rate Hike Bets (B)

US
U.S. Housing Starts Rose in August (W)
Employers Choose Bonuses Over Raises (W)

Europe
Italy Faces Crunch Time on Budget (W)

US politics
GOP to Push Ahead on Kavanaugh Pick Without FBI Probe (W)
Opioid Crisis Emerges as a Dominant Campaign Theme (W)
The Cyberthreats That Most Worry Election Officials (W)

Geopolitics & trade
China's economy could feel far more pain than US in trade wars (C)
U.S. Congressmen Take Issue With Chinese Leader’s Trade Promises (W)
Latest U.S. Tariffs Could Make Auto Parts Pricier (W)

Industries & companies
Chemicals: Bayer Steps Up Fight Over Weed Killer Blamed for Cancer (W)
Consumers: P&G to Stop Selling Badger Hair Brushes on Cruelty Concerns (B)
FANGs: Amazon Will Consider Opening Up to 3,000 Cashierless Stores by 2021 (B)
FANGs: Apple’s New Strategy: Sell Pricier iPhones First (W)
FANGs: EU Starts Preliminary Probe of Amazon's Treatment of Merchants (W)

Technology
New Apps Turn Cars Into Smartphones, Raising Safety Questions (W)
Google, T-Mobile Tackle 911 Call Problem (W)
Facial Recognition Goes Mainstream (W)
State Farm Drones to Assess Hurricane Damage in First Approval (B)

Offbeat
World Poverty Falls Below 750 Million (W)
Biggest U.S. Public Pension Looks to China for New Investment Chief (W)
Hackers Are Targeting Bitcoin With a Leaked NSA Software Tip, Report Says (B)

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September 19 (Wednesday)

Markets
Stocks Shrug Off New Tariffs to Post Gains (W)
America First Won't Last Much Longer in Stocks, JPMorgan Warns (B)
Investors load up on U.S. stocks while growing cautious about the rest of the world, survey shows (MW)
China's Plunge-Protection Team Is Poised to Save Stock Markets (B)

Credit
China Cuts U.S. Treasury Holdings as Trade War Starts Heating Up (B)
Giant Debt Offer Shows Appetite for Low-Rated Companies (W)

Central banks
ECB Succession Race Tests German Faith in Bundesbank Model (W)

US
Benefit Gains Exceed Wage Growth, New Labor Data Show (W)
Here's how much members of Generation X have racked up in debt (C)

Europe
Germany’s Intelligence Chief Loses Post Over Comments on Far-Right Protests (W)

US politics I
Senators Get Their Message Out Ahead of Kavanaugh Hearing (W)
Kavanaugh accuser Ford has yet to confirm she will testify before the Senate Judiciary Committee (C)
Trump Says He Feels ‘Terrible’ for Kavanaugh Over Claim He Assaulted Woman (B)

US politics II
Kudlow suggests entitlement reform is coming, which is just what Democrats wanted to hear as they hammer GOP (C)
'Another trillion in debt, here we come': Cohn sees Trump working with Democrats on infrastructure (C)
Ted Cruz holds solid lead over Democrat Beto O'Rourke as GOP aims to avoid Texas disaster, poll says (C)

Geopolitics & trade
China Retaliates With Tariffs on More U.S. Goods (W)
U.S. Orders Chinese Media Firms to Register as Foreign Agents (W)
Canada's Trudeau under growing pressure to get NAFTA deal done (C)
Koreas’ Talks Begin With Goodwill, if No Quick Results (W)

Industries & companies
FANGs: Facebook and Financial Firms Tussled for Years Over Access to User Data (W)
FANGs: iPhone XS and XS Max Review: Sit Tight for the XR (W)
Media: HBO and Netflix Tie for Emmy Awards (W)

Corporate finance
DOJ Opened Probe of Tesla After Musk’s Going-Private Tweet (W)

Offbeat
SpaceX’s First Moon Tourist Is a Japanese Billionaire (W)
Elon Musk considers going to the moon: 'Maybe I would join on this' SpaceX flight (C)
Three Crypto Exchanges May Be Operating Illegally, N.Y. Says (B)

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September 18 (Tuesday)

Markets
Stocks Fall as Trade Threats Mount (W)
Election Uncertainty Spurs Investors to Hedge (W)

Japan
For Japan’s Aging Military, the Future Is a Gray Area (W)

US politics
Opinion: Why President Trump will keep escalating the trade war with China until after the midterm elections (MW)
Trump Promised a Rush of Repatriated Cash, But Company Responses Are Modest (W)
Kavanaugh, His Accuser Invited to Appear Before Senate Committee (W)
Democrats’ To-Do List: Translate Anger Into Actual Votes (W)
Former Trump economic advisor Gary Cohn: Jamie Dimon would make a 'phenomenal president' (C)

Geopolitics & trade
Trump Tariffs to Hit $200 Billion of China Goods on Sept. 24 (B)
Trump will slap 10% tariffs on $200 billion in Chinese goods — and they will go to 25% at year-end (C)
Trade war could become currency war depending on how China fights back (C)
A Twist in the U.S. Tariff Battle: ‘It’s Helping China Be More Competitive’ (W)
Japan Challenges China With Submarine Exercise (W)

Industries & companies
Consumer: Why Coca-Cola May Add a Cannabis Component to Drinks (B)
FANGs: Apple stock slips as analysts say iPhone preorders appear stable or down from last year (MW)
FANGs: Apple Avoids Tariffs on Smartwatches, Earbuds (W)
FANGs: iOS 12 Review: Free Update Revives Old Phones, Makes Siri Useful (W)
Financials: Mortgage lenders may again lower standards as applications drop, former CitiMortgage CEO says (MW)
Media: HBO vs. Netflix: What to Watch for at the Emmys (W)
Tech: Oracle Reports Sales That Miss Estimates on Slow Cloud Effort (B)

Corporate finance
Nestle to Sell Gerber Life Insurance Unit for $1.55 Billion (B)

Technology
Amazon plans to release at least 8 new Alexa devices, including a microwave oven and in-car gadget (C)

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September 17 (Monday)

Markets
The Dow Gains 238 Points, Tariffs Be Damned (BR)
It’s Not All Tech. Small Stocks Are Powering the Market Higher. (W)
Evercore Says World-Beating S&P 500 Index Headed for New Highs (B)

Credit & currencies
The bond market is beginning to believe the Fed is serious about two more rate hikes this year (C)
Lehman-Era Alphabet Soup of Market Products Is Back on the Table (B)
Why the Euro Won’t Replace the Dollar (BR)
The (Debt) Clock Is Ticking (BR)

US
Industrial Production Rose in August (W)

Europe
Make America Germany Again (E)

China
China’s tech founders mostly keep an iron grip over their firms (E)

US politics
Trump’s Trade Fights With Mexico and China Weigh on GOP Incumbents (W)
Dimon Rules Out a Run in 2020, Regrets ‘Machismo’ in Trump Snub (B)
Kavanaugh Accuser Comes Forward (N)

Trade & cybersecurity
Trump prepares to squeeze China with new tariffs on $200 billion of goods, throwing talks in doubt (C)
China Weighs Skipping Trade Talks After U.S. Threats (W)
Why China could withstand the trade war far longer than Trump thinks (WP)
Tech’s New Problem: North Korea (W)

Industries & companies
FANGs: How Apple Got Upstaged (BR)
FANGs: Amazon Investigates Employees Leaking Data for Bribes (W)
Retail: #NikeBoycott Is Over. Why Activism Rarely Changes Sales. (W)
Tech: Dell Makes Its Case (W)

Technology
The Human Promise of the AI Revolution (W)
How to Buy a House the Wall Street Way (W)

Offbeat
Tallying the Economic Scars of a Hurricane (W)
Amazon CEO Jeff Bezos's new $2 billion philanthropic fund faces many unanswered questions (C)

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September 15 (Saturday)

Markets
Stocks Hang on to Weekly Gains (W)
Rebound for Industrials Helps Stabilize U.S. Stocks (W)
Nobel Prize winner Shiller sees 'bad times in the stock market' ahead (C)

Central banks
San Francisco Fed Picks Longtime Insider Mary Daly as New Chief (B)
Janet Yellen Advocates ‘Lower-for-Longer’ Rates Plan for Future Slumps (B)

US
GDPNow in the third quarter of 2018 is 4.4 percent on September 14, up from 3.8 percent on September 11 (FRB-ATL)
U.S. Consumers Brighten, Upbeat About the Future (W)
Homeowners are sitting on $6 trillion in available cash, but they're not tapping it (C)
Young people say these are the 2 main reasons they can't buy homes (C)
Chicago is considering universal basic income to help struggling families (C)

US politics
Mueller Wins Manafort’s Cooperation in Plea Deal (B)
Kavanaugh Denies Allegation of Sexual Misconduct in High School (W)

Geopolitics & trade
Trump Wants $200 Billion in China Tariffs Despite Talks (B)
North Koreans Exploit Social Media’s Vulnerabilities to Dodge Sanctions (W)

Industries & companies
FANGs: Apple Watch Series 4 First Look: A Medical Wearable in Pretty Disguise (W)
FANGs: The real reason Amazon's HQ2 will be near Washington, D.C. (C)
Media: Cord-Cutters Beware: Streaming TV Prices Are Marching Higher (W)
Retail: Sears Reports Widening Losses and Tumbling Sales (W)
Retail: Henri Bendel to Close After 123 Years (W)

Corporate finance
Mary Meeker Ditches Kleiner Perkins to Start Her Own Firm (B)

Offbeat
Florence Pounds Carolinas With Wind, Rain (W)
Most Powerful Typhoon of 2018 Set to Cause Disruption in Asia (B)
SpaceX Says It Signed Up Its First Moon Tourist (W)

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September 14 (Friday)

Markets
We’re Living in What May Be the Most Boring Bull Market Ever (B)

Central banks I
BOJ Policy Makers Clash Over Banks’ Complaints (W)
ECB Lowers Growth Forecasts as It Confirms Stimulus Taper (W)
ECB Takeaways: End of Stimulus Approaches, but Caution Remains (W)
ECB Didn’t Discuss Much as Clock Ticks on QE Decision (B)
The Tricky Part of the Fed’s Next Rate Increases (W)

US
Warnings Keep Coming About a Downturn That Will Hit in 2020 (B)
Distrust, grit, relief, shock. What kids of the Great Recession think about money today (C)
Consumer Prices Moderate After Run-Up Earlier in 2018 (W)
As Economy Booms, U.S. Cities Report Slowing Revenue Growth (B)

US politics
House Republicans Move to Extend Individuals’ Tax Cuts (W)
U.S. Budget Deficit Widened in August, Treasury Says (W)
Feinstein Says She Has Relayed Information About Kavanaugh to Investigative Authorities (W)
Trump Hits Back at JPMorgan CEO James Dimon (W)

Geopolitics & trade
Trump Plans to Rebrand Nafta, Warns Canada (W)
Most Economists See Tariff Effects on U.S. Economy as Limited (W)
Taking a Closer Look at U.S. Exports to China (FRB-SL)
U.S. Sanctions Russia and Chinese Tech Firms as Alleged North Korean Front Companies (W)

Industries & companies
Autos: GM Recalls 1 Million Pickups and SUVs for Crash Risk (W)
FANGs: Apple’s Challenge: Win Over China With Pricey New iPhones (W)
Financials: Goldman’s Next CEO Replaces Finance Chief, Names Deputy (W)
Retail: Forget Airline Miles. Retailers Pile on Perks for Big Spenders. (W)
Retail: How Tech is Drawing Shoppers Back to Bricks-and-Mortar Stores (W)

Technology
The First Flying-Car Review (W)
Driverless Hype Collides With Merciless Reality (W)
Why Being First in 5G Matters (W)

Offbeat
Bernanke Admits Fed Made Mistakes Combating Crisis 10 Years Ago (B)
The Jets May Be Good. This Is Bad. (W)

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September 13 (Thursday)

Markets
Wall Street Is Bullish on Global Economy Despite Emerging Markets (B)
Brent Hits $80 for First Time Since May as Supplies Tighten (B)

Central banks
Fed Should Raise Rates for the Next Year or Two, Brainard Says (W) | Speech
Economy Grows Moderately, But Trade Fears Rise, Fed’s Beige Book Says (W) | The Beige Book (FRB)
Economists See BOJ's July Policy Tweaks as `Stealth Tapering' (B)
BOJ Policy on Hold Until After 2019 Sales-Tax Hike, Survey Shows (B)

US
Median Household Income Rose 1.8% in 2017, Census Data Show (W)
Highest Median Household Income on Record? (Census)
Income and Poverty in the United States: 2017 (Census)

Emerging
Pakistan Pushes China to Realign Goals in Belt-and-Road Initiative (W)
There's an Inflation Crisis Brewing in the Philippines (B)

US politics
There’s Never Been a President This Unpopular With an Economy This Good (B)
Jamie Dimon Quickly Backtracks on Bragging He Could Beat Trump (B)
Leaked video shows upset Alphabet execs responding to President Trump's election in company meeting (C)

Trade
U.S. Asks China for New Round of Trade Talks Led by Mnuchin (B)
Japan, China Find Common Ground in Trump’s Tariffs as Leaders Meet (W)

Cybersecurity
Equifax, Before It Was Hacked, Feared Chinese Spying (W)
Nearly 600 Russia-Linked Accounts Tweeted About the Health Law (W)

Industries & companies
FANGs: Apple Launches Biggest, Priciest iPhone Lineup Ever (W)
FANGs: Here's a first look at the new iPhone XS, iPhone XS Max and iPhone XR (C)
FANGs: The danger in Apple’s iPhone pricing strategy (MW)

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September 12 (Wednesday)

Markets
New Way to Play FANG Stocks Falls Short for Some Investors (W)
Hong Kong’s $2.1 Trillion Benchmark Stock Index Enters Bear Market (W)
Reliance on Soaring Stocks Leaves the U.S. Dollar in a ‘Fragile’ State (B)
These Are the Markets in Hurricane Florence’s Path (B)

Central banks
Markets See Highest Chance Yet of Two More Fed Hikes in 2018 (B)

US
U.S. Small Business Optimism Just Hit Its Highest Level in History (B)
Job Openings Exceed Unemployed Americans Again in July (W)
More Workers Are Quitting as Job Openings Rise (W)
Steel Workers Demand Higher Pay as Tariffs Lift Profits (W)
Older Workers Account for All Net Job Growth Since 2000 (FRB-SL)
Investors finally embrace big single-family rental companies a decade after the financial crisis (C)

China
China Replaces Family Planning With Family Development as Births Decline (W)

US politics
Trump told Gary Cohn to 'print money' to lower the national debt, according to Bob Woodward's book (C)

Geopolitics & trade
China Woos U.S. Companies Again, Curbs Trade Threats (W)
China Seeks to Retaliate Against U.S. Over Dumping Violation (B)

Industries & companies
FANGs: Apple will probably lower iPhone prices on Wednesday — here's why (C)

Offbeat
Robots Are Producing More of What You Eat (W)
The Government May Want to Buy Your Dying Mall (W)

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September 11 (Tuesday)

Markets
S&P 500 Rises Ahead of Economic Data (W)
Economic Confidence Is Really High. Perhaps It’s Time to Sell. (W)
Borrowers Struggle to Raise Funds as Emerging Markets Tumble (W)
Here’s how junk bonds became a ‘quiet haven’ for investors (MW)

Central banks
Boston Fed President Backs Quarterly Rate Increases (W)

US
Americans Haven’t Felt This Good About Income Growth Since 2001 (B)

US politics
This chart shows the dramatic rise in corporate cash brought home since the tax cuts (C)
California Law Mandates Carbon-Free Electricity by 2045 (W)
Four States Could Determine Control of House (W)

Geopolitics & trade
Trump Card: Japan’s Abe Bets on Trade in Bid for New Term (W)
Trump Open to Second Kim Summit Despite Stalled Nuclear Talks (B)

Industries & companies
Autos: Tesla shares climb 8 percent after bullish analyst reports (C)
Retail: Nike's Stock Regains Ground After Kaepernick Ad Controversy (B)

Technology
Robots Can Manage Money. But Even They Need Humans. (NYT)

Offbeat
Hurricane Florence Grows to Category 4 as Coastal Evacuations Begin (W)
Brain Data Could Help Read Moods, Potentially Treat Depression (W)
Most Teens Prefer to Chat Online, Rather Than in Person (W)

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September 10 (Monday)

Markets
Asia markets broadly lower in morning trade as US-China trade jitters linger (C)
FAANG-Shunning Stock Pickers Just Had Worst Month Since 2009 (B)
The Nasdaq’s Plunge Was a Selloff Waiting to Happen (BR)

Central banks
Fed Ponders a New Tool to Avert Crises (W)
Japan’s Central Bank Won’t Tweak Policy Again Any Time Soon, Ex-Official Says (B)

US
Wages Are Rising. Will Inflation Follow? (W)
How to Spot the Next Financial Crisis (BR)

Europe
Google Case Asks: Can Europe Export Privacy Rules World-Wide? (W)

China
China Boosts Steel, Pressures Other Metals (W)

US politics
How the Midterm Elections Could Be Bullish for Stocks (BR)
All The President's Friends Show Up to Reject Image of Turmoil (B)
Ex-Trump Adviser George Papadopoulos Sentenced to 14 Days in Prison (W)

Geopolitics & trade
Japan is worried about its alliance with America (E)
Trump Shows He’s Ready to Go All-In Against China on Tariffs (B)
Trump Presses Apple to Move Production to Avoid Tariffs (W)
Who pays for tariffs? (E)

Industries & companies
Media: Viacom Stock Is Worth Buying Regardless of CBS and Moonves (BR)
Tech: Why Microsoft thinks Amazon's expansion is actually an opportunity for the software giant (C)

Technology
The 5G Race: China and U.S. Battle to Control World’s Fastest Wireless Internet (W)
Bitcoin Tracker One and Ether Tracker One Suspended by U.S. SEC (B)
Crypto Wipeout Deepens to $640 Billion as Ether Leads Declines (B)

Offbeat
An Alternative View of Boom and Bust Cycles (BR)
The 7 Best Books About the Financial Crisis (BR)
Florence intensifies, expected to become 'an extremely dangerous' hurricane targeting the US (C)
African swine flu is causing alarm in China—and beyond (E)

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September 08 (Saturday)

Markets
U.S. Stocks Slump on Fears of New China Tariffs (W)
Emerging Markets Gird for Tariff Announcement as Rout Hits Pause (B)
Opinion: The emerging-markets crisis might just be getting started (MW)

US
Strong Economy Drives Wages Higher as Hiring Heats Up (W)
Why workers are earning better pay — and why it won’t help them all that much (MW)
Job Market Slack Is History (W)

US politics
Trump Urges Sessions to Launch Probe of Opinion Piece (W)
Obama Accuses Trump of ‘Capitalizing on Resentment’ (W)

Geopolitics & trade
Trump says he's ready to hit China with another $267 billion in tariffs (C)
Chances Fade for U.S.-China Trade Deal (W)
Tech Firms Say China Tariffs Will Set Back U.S.’s 5G Goals (W)

Industries & companies
Autos: As Tesla Shares Go Up in Smoke, Short Investors Go to the Bank (B)
Autos: Tesla's accountant quit after concluding Musk was ignoring go-private advice (C)
Retail: Walmart Just Wanted to Sell Pricey Outdoor Gear. Then ‘All Hell Broke Loose.’ (W)

Technology
Look, Ma, One Hand: Typing Gets a Makeover (W)

Offbeat
Where did the trash in the Great Pacific Garbage Patch come from? How do we stop it? (C)

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September 07 (Friday)

Markets
Tech stock sell-off could be just beginning if trade war with China worsens (C)
UBS Sees S&P 500 Dropping 5% Should Trump Levy 25% China Tariffs (B)

Central banks
Fed’s Williams Says Yield Curve Not Deciding Factor in Setting Rates (W)

US
U.S. Worker Productivity Rose in Spring at Best Pace Since 2015 (W)
Layoffs Reach a Half-Century Low (W)
Gen Z Is Coming to Your Office. Get Ready to Adapt. (W)

Emerging
Brazilian Front-Runner Jair Bolsonaro Stabbed on Campaign Trail (B)

US politics I
House Republicans Push to Lock In Tax Cuts Past 2025 (W)
House GOP's second phase of tax reform aims to make individual cuts permanent (C)
Retirement and 529 education accounts would be expanded under GOP tax plan '2.0' (C)

US politics II
Senior White House Officials Scramble to Deny Writing Op-Ed (W)
Trump’s Ire at Op-Ed Is Unlikely to Justify a Federal Probe (B)
Publishing Anonymous Column Is Rare, Editors Say (W)
Release of Disputed Kavanaugh Documents Adds to Tumult at Confirmation Hearing (W)

Geopolitics & trade
Trump Gets Last-Minute Earful From Business Before China Tariffs (B)
Service-Sector Businesses Are Getting Increasingly Jittery About Tariffs (W)
President Trump hints to WSJ that trade fight with Japan could be next (C)

Industries & companies
Autos: Ford Recalls 2 Million Trucks Over Seat-Belt Malfunction (W)
FANGs: Apple is creating an online tool for police to request information about users (C)
FANGs: Amazon's accounting system for sellers crashes a day after search malfunction (C)
Media: Mattel Creates Film Division (W)

Corporate finance
EU Clears Apple to Acquire Song-Recognition App Shazam (W)

Offbeat
Why Luxury Brands Burn Their Own Goods (W)
New Jersey Man Pleads Guilty to Stealing More Than $1 Million in Digital Currency (W)

---

September 06 (Thursday)

Markets
Why stock investors shouldn’t fear the historically weak month of September this year (MW)
Little Relief in Sight as Emerging Stocks Slide Near Bear Market (B)
Emerging-Market Rout Is Longest Since 2008 as Confidence Cracks (B)

Central banks
Bullard Says Fed Shouldn’t Raise Rates Right Now (W)

US
U.S. Trade Deficit Posted Biggest Increase in July Since 2015 (W)
Wages Growing Faster Than You Think, White House Says (W)

Europe
Brexit’s Like a ‘Building on Fire’ and Buyout Firms Are Circling (B)

Emerging
Two Years Ago, India Lacked Fast, Cheap Internet—One Billionaire Changed All That (W)

US politics I
'I am part of the resistance': Anonymous Trump official writes an extraordinary NYT op-ed (C) | Op-ed (NYT)
Trump attacks 'gutless' op-ed written by senior administration official claiming to thwart his agenda: 'This is what I have to deal with' (C)
O'Brien: Trump Staff’s Resistance Can’t Avert a Crisis. It Is One. (B)
White House actively discussing replacements for Defense Secretary James Mattis: Washington Post (C)
Trump’s federal worker pay freeze misses the real problem (P)
Democratic Activists Target Another Incumbent Senator (W)
Supreme Court Nominee Kavanaugh on Presidential Power: ‘No One Is Above the Law’ (W)

US politics II
DOJ to Examine Whether Social-Media Giants Are ‘Stifling’ Viewpoints (W)
Republicans Press Twitter’s Jack Dorsey Over ‘Shadow-Banning’ (B)
Bernie Sanders introduces the BEZOS Act, slamming Amazon's low wages (C)

Geopolitics & trade
Canada, U.S. Negotiators in ‘Intense’ Talks, Says Trump (W)

Industries & companies
Chemicals: Bayer: More Americans Alleging Weedkillers Cause Cancer (W)
FANGs: Facebook exodus: Nearly half of young users have deleted the app from their phone in the last year (C)
FANGs: Amazon Orders 20,000 Mercedes-Benz Vans for New Delivery Service (W)
Financials: FBI Investigating American Express Forex Pricing (W)
Retail: J.Crew Alters Amazon Approach (W)
Trucking: Truckers Get Digital in Search for Big Rigs (W)

Corporate finance
Justice Department Nearing Approval of Big Health Mergers (W)
T-Mobile Sprint Merger is a Test of Trump’s Antitrust Mettle (W)

Technology
More than 20% of adults will order groceries with an app by next year, forecast says (C)

Offbeat
Don’t Believe the Algorithm (W)
Crypto World Rocked After Long-Time Advocate Backpedals (B)

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September 05 (Wednesday)

Markets
Wall Street Debates End of ‘America First’ Trade as EU Struggles (B)
Emerging-Market Selloff Deepens Amid Fresh Alarms Over Contagion (B)
Contagion or Not, These Emerging Markets Hold Key to Selloff (B)
Wall Street Analysts Split on How to Trade ‘Overvalued’ Dollar (B)
JP Morgan's top quant warns next crisis to have flash crashes and social unrest not seen in 50 years (C)

US
U.S. Factory Sector Clocks Strongest Growth in 14 Years (W)
U.S. Auto Sales Maintain Momentum for Now (W)
E-Commerce Driving Need for More Warehouse Workers (W)

Europe
Germany’s Left Launches Attempt to Stem Rightward Flow of Voters (W)

Emerging
How Argentina’s Evolving Economic Crisis Unfolded (W)

US politics
Kavanaugh Hearings Open With Objections, Arrests (W)
Read Brett Kavanaugh's full opening remarks in his Supreme Court confirmation hearing (C)
See the House Seats in Play for the Midterms (W)
Voters Focus on Economy, Health Care and Immigration in Midterms (W)
'This is treason': Read the most dramatic quotes from Bob Woodward's new tell-all book about Trump (C)
Rudy Giuliani to Trump advisors ripping the president in Bob Woodward's book: Find another job (C)

Geopolitics & trade
Justin Trudeau indicates he will not bend on key NAFTA demands at talks (C)

Industries & companies
Autos: Mercedes-Benz unveils electric SUV to challenge Tesla (P)
Autos: Goldman Sachs resumes Tesla coverage with ‘sell’ rating (P)
Autos: GM Posts Steep Sales Drop on Dialed-Back Discounts (B)
FANGs: At $1 Trillion, Amazon Is Still Not Its Stock Price (B)
FANGs: How Amazon gets to $2 trillion (C)
Retail: Nike’s Kaepernick Deal Puts Risk on Display (W)
Retail: Nike’s Kaepernick ad to provide a long-term gain after some near-term pain, analyst says (MW)
Wireless: FCC Seeks to Expedite Deployment of 5G Wireless Networks (W)
Wireless: Battle for Cheaper Phones Heats Up (W)

Offbeat
Mapping the Most Profitable Industry in Each U.S. State
Australian Millennials Are Sick of Paying for Baby Boomers' Health Care (B)

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September 04 (Tuesday)

YRI
What if the Economy and Markets Are Even Better Than They Look? (NYT)
Daily Markets Overview

US
Will the Flattening Yield Curve Lead to Recession? (BR)

Europe
Tensions rise between Italy and the EU (E)

Emerging Markets
Another weak data point shows China's economy is 'now facing relatively obvious downward pressure' (C)
China's slowing demand for oil is a serious concern for the Middle East (C)
China's Consumers Are On Point to Defend Economy From Trump (B)
How a Chinese City’s Debt Woes Sparked Local Outrage (W)
China Selloff Casts Foreigners in Unusual Role as Market Bulls (W)
Markets bash Argentina’s and Turkey’s currencies again (E)
Buy Turkey and Argentina? Emerging Markets Aren’t Bargains They Seem (W)

US politics
GOP’s Big Challenge in November: How to Reach Beyond Trump’s Base (W)
In Battle for Congress, Rising Economy Doesn’t Lift All Districts (W)
How Trump beat Ada’s big data

Geopolitics & trade
Trump’s Negotiating Style to Mark U.S.-Canada Nafta Talks (W)
Will Trump Finally Turn His Trade Guns on the WTO? (B)
The threat of tariffs may work (WashingtonTimes)
Why the US trade deficit is 'made in America' and won't be cured by Trump's strong-arming on trade (C)
Microwave Weapons Are Prime Suspect in Ills of U.S. Embassy Workers (NYT)

Industries & companies
FANGs: Alphabet and Facebook Are Out of the Tech Sector (BR)
FANGs: Facebook's 'family' is getting smaller, as several executives head for the exits in a turbulent year (C)
Manufacturing: At Boeing Factory, Unfinished 737s Pile Up (W)
Retail: Best Buy Can’t Get No Respect (BR)
Retail: Family Dollar’s Problems Still Haunt Dollar Tree (BR)
Tech: Samsung is packing more tech into its mid-priced smartphones to appeal to millennials (C)

Corporate finance
China Startup Meituan Seeks $55 Billion Valuation in IPO (W)

Technology
A sense of curiosity is helpful for artificial intelligence (E)
What to make of cryptocurrencies and blockchains (E)

Offbeat
When Machines (and Humans) Decide to Sell at Once (W)
Am I Paying Too Little for Stuff? (W)
The Online Gig Economy’s ‘Race to the Bottom’

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September 01 (Saturday)

Markets
Trade Concerns Push Down Stocks (W)
No One Loves Irrelevant, Tiring, Dull European Stocks These Days (B)

Central banks
If Fed Policy Is Still Easy, Consumers Aren't Getting the Memo (B)

US
Don’t Believe That GDP Number. Or Any Other Number. (B)
Gross Domestic Product Only Part of Economic Story (N)
Consumer Sentiment Boosted by Job Optimism (W)

Europe
Italy Rating Outlook Cut By Fitch on Possible Fiscal Loosening (B)

Geopolitics & trade
Trade talks with Canada will restart next week as Trump seeks a deal in 90 days (C)
Canada's Freeland says 'we're not there yet' on NAFTA after explosive Trump comments (C)
U.S. Alerts Congress of Mexico Deal, Says Canada Can Join On (B)
To Counter China, U.S. Looks to Invest Billions More Overseas (W)
Ford Scraps Plan to Import China-Built Small Car Due to Tariffs (W)

Industries & companies
Retail: Why Walmart.com Shoppers Are Finding More Items ‘Out of Stock’ (W)
Tech: Tech-Support Scams on Google Trigger Crackdown (W)

Corporate finance
Coke Adds Coffee to Its Drinks Mix in $5.1 Billion Deal (W)

Offbeat
New ‘Speed Bump’ Planned for U.S. Stock Market (W)
Here’s why you shouldn’t retire super early — even if you can (MW)

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