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Dr. Ed's Blog

wiar 04-30-18

MFwebsite2020researchApril 30, 2018What I Am Reading

Apr 30 (Monday)

Markets
Are Value Stocks Ready to Grow Again? (BR)
The meaning of 3% Treasury-bond yields (E)
Dollar Roars Back as U.S. Growth Story Wins Over World Markets (W)
Metal Buyers Race to Secure Supplies Ahead of Tariff Decision (W)

US
The Long Baby Boomer Reign Isn’t Ending Just Yet (B)
US housing: how Fannie and Freddie became rental powerhouses (FT)

Europe
The euro area’s economy loses momentum (E)
EU plan to cut funding to nations where rule of law is at risk (FT)
Germany pledges to work with France on limited eurozone reform (FT)

China
A Limit to China’s Economic Rise: Not Enough Babies (W)

Geopolitics & trade
A new NAFTA may be agreed on soon (E)
Trump’s trade war with Europe looks inevitable (FT)
Chips Loom as a Target If Trade Dispute Expands (BR)
Ross Says U.S. to Extend Duty Relief to Some Allies, Not All (B)

Industries & companies
FANGs: Netflix Could Soon Pass Disney in Market Value (BR)
FANGs: Big tech is growing, but so is investors’ caution (E)
Financials: The Biggest Banks Are Gobbling Up Deposits. Here’s Who’s Not (W)

Corporate finance
T-Mobile to Buy Sprint for $26.5 Billion in Bet on Networks (B)
Sprint, T-Mobile Merger Deal to Test Antitrust Regulators (W)
DocuSign Shows Strong Demand, Closes Up 30% (W)

Offbeat
‘Avengers: Infinity War’ Sets Domestic and Global Box-Office Records (W)

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