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Dr. Ed's Blog

wiar 04-14-18

MFwebsite2020researchApril 14, 2018What I Am Reading

Apr 14 (Saturday)

YRI
A Trade War Could Leave Investors With Few Places to Hide (NYT)
Daily Markets Overview

Markets
Dow Theory Sends Concerning Signal on Trade Tensions (B)
Investors Aren’t Quitting Stocks—Yet (B)
Yield curve flattens as investors brace for rate rises (FT)

Central banks
Fed’s Rosengren Worried Fiscal Stimulus Won’t Be There for Next Downturn (W)

US
Consumer Sentiment Slips on Trade Fears (W)

US politics
Trump Forced to Juggle Syria Response, Rage Over Mueller Probe (W)

Geopolitics & trade
U.S., U.K. and France Launch Strikes Against Syria (W)
Trump Adviser Kudlow Says ‘Calmer Heads’ Can Prevail in China Trade Dispute (W)
China Stalls U.S. Chip Deals (W)
Sanctions on Russia are having the desired effect (FT)

Industries & companies
Biotech: Bloodied Biotech Stocks Unlikely to Be Healed by Earnings Season (B)
FANGs: At Post Office, Amazon Isn’t the Only Big Shipper Getting Discounts (W)
Financials: Banks Delivered on Earnings. So What Gives, Investors? (B)
Financials: JPMorgan record profit signals Wall Street spring (FT)
Financials: Citi sees further lift from tax cuts as earnings rise (FT)
Industrials: GE’s Credit Rating Is at Risk (B)
Industrials: GE reveals bigger hit from accounting changes (FT)

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