wiar 07-01-19

MFwebsite2020researchWhat I Am Reading

July 01 (Monday)

Markets
Dow futures surge more than 200 points after Trump and Xi agree to not impose more tariffs (C)
These two risks could sneak up on investors in the year’s second half (C)
Bond ETFs are seeing huge inflows—but we’re not at the peak yet, expert says (C)
Oil Prices Caught Between Slower Growth and Mideast Turmoil (W)
Do Wall Street Price Targets Really Matter? What Investors Need to Know. (BR)

Central banks
Fed Officials Are Expected to Find Little to Boost Outlook From Trade Truce (W)
ECB’s Draghi Grows Bolder as His Tenure Nears End (W)
Fed Cut Bets Won’t Vanish Just Because Trump and Xi Played Nice (B)

Global
It’s Time to Fire Up All Engines to Boost World Growth, BIS Says (B)
Gray Wave Gives Slow-Growing World a Boost (W)

Geopolitics & trade
U.S. ‘Winning’ Trade War After Reviving China Talks, Trump Says (B)
‘It’s a temporary timeout’: Trump and Xi agree to negotiations, but offer no clear path to end US-China trade war (C)
Trump’s decision to let Huawei buy US products is ‘not a general amnesty,’ Kudlow says (C)
Trump Steps Into North Korea as Two Sides Agree to Restart Nuclear Talks (W)
Trump becomes first sitting US president in history to cross border into North Korea (C)

Industries & companies
Cruise-lines: Carnival Stock Is Headed for Smoother Sailing (BR)
Retail: Walmart Turns to Virtual Reality to Pick Middle Managers (W)
Tech: The Downside of 5G: Overwhelmed Cities, Torn-Up Streets, a Decade Until Completion (W)

Corporate finance
Today’s IPO Market Is Not the Next Dot-Com Bubble (BR)
How the Tide of IPOs Can Lift All Stocks (BR)
AbbVie Buying Allergan Isn’t the Right Remedy for the Stock (BR)