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Dr. Ed's Blog

wiar 8-22-17

MFwebsite2020researchAugust 22, 2017What I Am Reading

Aug 22 (Tuesday)

Markets
Trump’s market honeymoon turning into a risky divorce (FT)
Booming Metals Signal Optimism on Global Growth (W)
Are Long-Term Investors the Market’s True Gamblers? (W)

Central banks
Draghi Is Likely to Lay Out End to Europe’s Quantitative Easing (W)
The Fed’s Big Bond Unwind May Clobber U.S. Stocks, Corporate Debt (B)
Why Monetary Policy Isn’t the Only Game in Town Anymore (W)

US
How Retiring Baby Boomers Hinder U.S. Wage Growth (W)
U.S. Job-Seekers Willing to Accept Lower Wages, Fed Survey Shows (B)
Housing recovery suffers, but don’t blame the millennials (C)

Europe
European Populists Who Aped Brexit and Trump Rethink Their Approach (W)
Germany’s working class turns away from SPD (FT)

Emerging
The Calm in Emerging Markets Suddenly Broke (W)
Why the ‘Fragile Five’ aren’t quite so fragile (FT)

US politics
Stay or Go? Some Trump Aides Are Pressed From All Sides (W)

Globalization & trade
Globalisation in retreat: capital flows decline (FT)
In U.S.-Canada Trade Fight, the Border Watches, Warily (W)

Corporate finance
Sempra Reaches Deal to Buy Oncor (W)
Total Buys Maersk Oil for $5 Billion (W)
Cisco to Buy Springpath for $320 Million (W)
Chinese Auto Giant Great Wall Wants to Buy Jeep (W)
SEC Is Studying Spotify’s Plan to Bypass IPO in NYSE Listing (B)

Offbeat
Historic Eclipse Puts U.S. Power Grid Under the Microscope (B)

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