May 15 (Wednesday)

Markets
Dow rises more than 200 points, posts best day in a month to claw back some of Monday’s drop (C)
Markets Say Most of the Bad News on Trade Is Already Out There (B)
Markets signal to US and China on the trade war: You have ‘blundered into a minefield’ (C)
Apple is the ‘poster child’ for trade tensions and if its stock bounces, so could market (C)
The Quant Revolution Is Coming for Corporate Bonds (B)

Central banks
Fed’s Esther George says there’s no need for a rate cut even with the trade threat looming (C)
Fed’s George Warns Rate Cut Could Lead to Bubbles and Recession (B)

US
U.S. Credit-Card Delinquency Rates Rising, Particularly Among the Young (W)

US politics
Looking at the real tax numbers
Federal judge seems to side with Democrats in their fight to get Trump’s financial records (C)

Geopolitics & trade
Why the U.S.-China Trade War Could Be Long and Painful: No Off-Ramps (N)
China Could Lose Face, Get Rich From a Trade Deal (W)
China Invokes Patriotic Spirit as Trade Fight Escalates (W)
Trump Sees China Trade Deal ‘When the Time Is Right’ (W)

Industries & companies
Financials: Fidelity Drops Goldman by Bringing Securities Lending In-House (B)
Retail: Retailers to take a hit: Trade war could cause ‘widespread store closures’ (C)
Tech: Foxconn Profit Falls as iPhone Sales Flag (W)

Corporate finance
Disney to Assume Full Operational Control of Hulu in Comcast Deal (W)
Uber underwriters worried about the IPO deployed unusual ‘naked short’ tactic to support the stock (C)