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Dr. Ed's Blog

wiar 06-17-19

MFwebsite2020researchJune 17, 2019What I Am Reading

June 17 (Monday)

Markets
The Dow Gains Again as a Decision Looms for the Federal Reserve (BR)
This chart shows why everyone on Wall Street is so worried about the yield curve (C)

Central banks
The Rate Cut the Economy Doesn’t Need — but the Markets Do (BR)
The Fed May Have Shrunk Its Balance Sheet Too Quickly (BR)

China
China Will Be on Top of the New World Order (BR)

Geopolitics & trade
As Trump demands major concessions, Beijing wants the world to think that the US will blink first (C)
As China Tariffs Loom, Some U.S. Companies Say Buying American Isn’t an Option (W)

Industries & companies
FAANGs: Does Amazon Really Pay No Taxes? (W)
FAANGs: Here’s how big tech companies like Google and Facebook set salaries for software engineers (C)
Financials: Big Banks Are About to Offer Up Higher Stock Dividends (BR)
Pharma: 3 Big Drug-Distributor Stocks Have Been Battered. Now They Look Like Bargains. (BR)
Retail: Target Stores Suffer Nationwide Outage (W)

Corporate finance
The New Wave of Tech IPOs Brings Memories of 1999 (BR)
Uber’s IPO Was Just a Bump in the Road, Top Executive Says (W)

Technology
Self-Driving Cars Have a Problem: Safer Human-Driven Ones (W)

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