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Dr. Ed's Blog

wiar 04-07-18

MFwebsite2020researchApril 7, 2018What I Am Reading

Apr 07 (Saturday)

Markets
Stocks Dive on Growing Trade Concerns (W)
Trump Rattles Stocks With His Tweets (B)
Can Big Tech Stocks Grow Without Limits? (W)

Central banks
Powell, Williams See More Gradual Fed Hikes Despite Trade Uproar (B)
Fed Chairman Powell Unravels Inflation Riddle (B)
Fed chair takes goldilocks approach in first speech (FT)

US
Unemployment isn’t fixed, and workers are still suffering (WP)
Top 20% of Americans Will Pay 87% of Income Tax (W)

Emerging
A year of EM resilience despite fears of trade war (FT)

US politics
What’s Driving Trump’s Attacks on Amazon? It’s Personal (W)

Trade
Wall Street’s biggest bull explains why trade war fears are way overblown (BI)
China Vows to Strike Back at Threatened New U.S. Tariffs (W)
The Architect of Trump’s Threatened China Trade War (W)
U.S.-China Tensions Simmer While Both Say There’s No Trade War (B)
Kudlow Says U.S. and China Are Holding ‘Back-Channel’ Trade Talks (B)
U.S. Looks to Protect Domestic Car Makers From Foreign Competition (W)

Geopolitics
U.S. Sanctions Target Putin Allies (W)

Industries & companies
Biotech: Biotech Gets a Reality Check (W)
FANGs: Facebook to Require ‘Issue’ Advertisers to Confirm Identities (W)

Offbeat
New York’s Nor’easters Join List of 2018 $1 Billion Disasters (B)

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