wiar 07-15-19

MFwebsite2020researchWhat I Am Reading

July 15 (Monday)

Markets
Playing the Fed’s Next Rate Move (BR)
Small-Cap Stock Picks for an Expensive Market, According to Delphi’s Scott Black (BR)
The Black Hole Engulfing the World’s Bond Markets (B)
Bond Returns Have Been Spectacular. Don’t Count on a Sequel. (N)
2019 Midyear Roundtable: Where to Find Value Now (BR)

US
It’s Past Time to Train Americans for the New Economy, Goldman’s Abby Joseph Cohen Says (BR)

Europe
How to defuse the threat that Matteo Salvini poses to the euro (E)

US politics
Pelosi sets spending demands for two-year budget deal (R)
Trump Renews Attack on ‘Weak, Ineffective’ Ex-Speaker Paul Ryan (B)

Geopolitics & trade
Pressures On China’s Manufacturing Sector Will Impact The West
Huawei Plans Deep Job Cuts in U.S. (W)
A Cold War With China Has Already Started, Epoch’s William Priest Says (BR)

Industries & companies
FAANGs: FTC Fine Alone Won’t Get Facebook Out of Crosshairs (W)
Retail: Store closures accelerate and may top 12,000 in 2019. Here’s what’s closed so far this year (C)
Retail: Barneys explores possible July bankruptcy filing as it grapples with rent hike at Manhattan flagship (C)
Tech: Snap’s stock is up more than 200% from its low and is a huge winner in 2019 (C)

Offbeat
Facial Recognition Tech Is Growing Stronger, Thanks to Your Face (N)
A Mutual Fund That Succeeds by Taking the Emotion Out of Investing (BR)
50 Years After the Moon Landing, the Space Economy Is Starting to Take Shape (BR)