May 13 (Monday)

Markets
Volatility in Stocks Could Unravel Bets on Calm Markets (W)
Yen Strengthens Amid U.S.-China Uncertainty (B)
Copper Prices Might Be Down, but a Longer-term Shortage Is Looming (BR)

Central banks
No major US company surveyed by CNBC supports Trump’s call for Fed to cut interest rates (C)

US
Tight U.S. Job Market Squeezes Smallest Businesses the Most (W)

US politics
Trump Has a Strong Economy to Proclaim. In Wisconsin, It Just Might Work. (N)

Geopolitics & trade I
China Invites U.S. Negotiators to Continue Trade Talks, White House Economics Adviser Says (W)
Trump Warns China to Act on U.S. Trade Deal or Face Worse Terms (B)
U.S. Gives China a Month for Trade Deal as Talks Deadlocked (B)
U.S.-China Trade Standoff May Be Initial Skirmish in Broader Economic War (N)
Frustration, Miscalculation: Inside the U.S.-China Trade Impasse (W)

Geopolitics & trade II
Kudlow acknowledges US will pay for China tariffs, contradicting Trump (C)
Kudlow says Trump and Xi are likely to meet at G-20 summit despite trade dispute (C)
The cost of Trump’s tariffs has fallen ‘entirely’ on US businesses and households: Goldman (C)
Trump’s hard-line views on trade were formed long before he targeted China with tariffs (C)

Industries & companies
Aerospace: When MAXs Fly Again, Will Passengers Get on Board? (W)
Consumer: Beware the Bourbon Bubble (BR)
FAANGs: Amazon’s Size Is Becoming a Problem—for Amazon (W)
Financials: No Branch, No Problem. Citigroup Bets Big on Digital Banking. (W)
Shipping: UPS Stock Is Poised to Deliver. Here’s Why. (BR)
Shipping: J.B. Hunt Stock Is a Bargain Play in Intermodal Shipping (BR)
Tech: Uber and Lyft Face Hurdle of Finding and Keeping Drivers (W)

Corporate finance
Uber’s IPO caps an era of mediocrity and small thinking in Silicon Valley (C)

Offbeat
Your 5G Phone Won’t Hurt You. But Russia Wants You to Think Otherwise. (N)