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)