wiar 04-22-19

MFwebsite2020researchWhat I Am Reading

April 22 (Monday)

Markets
FANG Stocks in Sharp Rebound (W)
Homebuilders Slide After March Sales Miss, D.R. Horton Downgrade (B)
It’s the busiest week of earnings and these are the 3 stocks to watch, say two experts (C)
Oil Hits Six-Month High as U.S. Ends Waivers on Iran Oil Imports (W)

Central banks
Fed Officials Contemplate Thresholds for Rate Cuts (W)

US
U.S. Existing-Home Sales Declined in March (W)
Recently Hot Housing Markets Now See Biggest Sales Declines (B)
American millennials think they will be rich (E)

Emerging
Perpetual Motion: Chinese State Companies Fine-Tune Their Financial Engineering (W)
India Struggles to Employ an Exploding Population (W)

US politics
Elizabeth Warren wants to use her wealth tax to wipe out Americans’ college debt and pay for tuition (C)
Trump-Appointed Official Promises Full Push to Overhaul Plumbing of Mortgage Market (W)
Rep. Seth Moulton of Massachusetts Enters 2020 Democratic Presidential Race (W)
Trump sues to block subpoena from House Democrats seeking information on his finances (C)

Geopolitics & trade
Trump aims to drive Iran’s oil exports to zero by ending sanctions waivers (C)
Trade Deal Alone Won’t Fix Strained U.S.-China Business Relations (W)
Consumers Bore Cost for Tariffs on Washing Machines (W)

Industries & companies
Consumer: After brutal year, Kraft Heinz taps AB InBev’s Miguel Patricio to replace CEO Bernardo Hees (C)
FAANGs: Apple will release a 5G iPhone in 2020 with chips from Qualcomm and Samsung, top analyst says (C)
Health Care: Health Insurers’ Stocks Have Been Battered. Now They Look Like a Buy. (BR)
Retail: Online Grocery Upheaval Hits America’s Biggest Chain (W)
Retail: Bed Bath & Beyond Overhauls Board Amid Activist Pressure (W)
Tech: Samsung’s Galaxy Fold Smartphone Release Delayed (W)
Tech: Spotify’s Stock Is Risky Business (BR)

Corporate finance
Tech’s new stars have it all—except a path to high profits (E)

Offbeat
Sri Lanka Points to Islamist Militants in Easter Attacks (W)
Can’t Afford Surgery? In China, Millions Chip In Half a Penny to Cover You (W)