July 29 (Monday)

Markets
With Stocks at Fresh Highs, Investors’ Portfolios Look Alike (W)
Fewer investors have a ‘fear of missing out,’ so it may be time to buckle up, market bull suggests (C)
Passive investing boom could be causing a market bubble, but not in the stocks you would expect (C)
Emerging-Market Gains at Mercy of Fed as Trade Talks Simmer On (B)
Chinese High-Yield Debt Is a Rare Bright Spot for Bond Investors (W)

Central banks
The Home of Ultra-Low Rates Has a Warning for the World (B)
The Fed is about to cut rates for the first time since 2008 as trade war weighs on economic growth (C)
A Key Reason the Fed Struggles to Hit 2% Inflation: Uncooperative Prices (W)

US
Is a Recession Coming? The Indicators Say Otherwise (BR)
Get Ready for the World Economy’s Biggest Week of 2019 (B)
Financial Crisis Yields a Generation of Renters (W)

Europe
Assuming EU will not budge, Britain ramps up preparations for no-deal Brexit (R)

Emerging
Hong Kong Clashes Flare, Sparking Fears for Territory’s Future (W)

US politics
Trump Taps Mueller Inquisitor Ratcliffe as Intelligence Head (B)
From abolishing private insurance to tariffs, here are the top business issues to watch in the second 2020 Democratic debate (C)
U.S. Supreme Court lets Trump use disputed funds for border wall (R)

Geopolitics & trade
Iran Rebuffs European Efforts to Defuse Gulf Tensions (W)
China Trade Talks Set to Resume With Modest Expectations (W)

Industries & companies
Aerospace: Boeing MAX Pain Spans Globe, Hurting Carriers’ Profit and Growth (W)
Autos: Hybrid Vehicles Could Drive the Auto Industry’s Next Decade (BR)
Autos: ‘The Minivan Is Out of Style’; Sales Fade as SUVs Gain Traction (W)
Pharma: Pfizer Nears Deal to Combine Off-Patent Drug Business With Mylan (W)

Offbeat
‘Deepfakes’ Trigger a Race to Fight Manipulated Photos and Videos (W)