wiar 08-05-19

MFwebsite2020researchWhat I Am Reading

August 05 (Monday)

Markets
China vows fight against Trump’s latest tariffs as stocks sink (R)
It’s Not Just the Fed and Trump That Trouble the Stock Market (B)
Resurgent Volatility Shows Why Distrust of Stocks Runs So High (B)
Traders are betting big on a sudden drop in stocks and it’s starting to pay off (C)
Morgan Stanley Turns Gloomier on Emerging Market Debt (B)
Putin’s Pledge to Ditch the Dollar Is Slowly Becoming a Reality (B)

Central banks
Growth Fears Push Investors to Renew Bets on Rate Cuts (W)

US
The Problem With Inflation: It Often Doesn’t Exist (W)
Corporate profits have soared and workers from Amazon to United Airlines are now demanding their cut (C)

Japan
Where Rolling Out a Sales-Tax Bump Requires a Certain Finesse (W)

US politics & gun violence
Politicians grieve for El Paso victims, with Democrats decrying GOP inaction on gun laws (WP)
Gun Control Is Thrust Into 2020 Campaign, but Laws Face Hurdles (W)
Democrats Criticize Trump’s Rhetoric After Shootings in Texas and Ohio (B)
Back-to-Back Bursts of Gun Violence in El Paso and Dayton Stun Country (N)
White House Weighs September Rollout of Health Plan (W)

Geopolitics: China & Hong King
Hong Kong Protests Rage for Ninth Weekend, Driven by Political Stalemate (W)
Hong Kong government: protests are pushing city to ‘extremely dangerous edge’ (R)
Hong Kong police fire tear gas as city is again roiled by protests (R)
Paramount and paranoid: China’s Xi and the Communist Party face a crisis of confidence

Geopolitics: China & trade
Trump Says Things Going ‘Well’ With China After New Tariff Shock (B)
Trump reportedly overruled advisors in decision to slap tariffs on remaining Chinese imports (C)
China destabilizing Indo-Pacific: U.S. Defense Secretary (R)
U.S. Defense Secretary says he favors placing missiles in Asia (R)
Beijing is prepping for a massacre in Hong Kong: time for the West to put human rights ahead of free trade (P)
Defying U.S. Sanctions, China and Others Take Oil From 12 Iranian Tankers (N)

Industries & companies
FAANGs: Why the coming sabbatical of Amazon’s Hollywood chief has Wall Street on edge (C)
FAANGs: Apple is spending more than ever on R&D to fulfill the ‘Tim Cook doctrine’ (C)
FAANGs: How Facebook failed to break into hardware: The untold story of Building 8 (C)
Financials: Banks Confront Fed on Faster Financial Payments (W)
Logistics: FedEx, UPS Find Formula for Delivering Seven Days a Week: Discount Sunday Drivers (W)
Retail: Overstored and Undershopped (BR)
Tech: IBM Promises Earnings Boost From Red Hat Deal Starting Next Year (W)
Tech: HP Inc. Is Still Printing Big Bucks (BR)
Utilities: Utility Stocks Still Make Sense (BR)

Corporate finance
Data Boom Fuels LSE’s Deal With Refinitiv (W)

Cybersecurity & technology
How the Capital One Hacker Stole Data From the Cloud (W)
Israeli army in no rush to go fully robotic (R)

Offbeat
Buffett Steers Clear of Buying Stocks; Berkshire’s Cash Pile Hits a Record (B)
Everything you thought you knew about gravity is wrong (WP)
Einstein showed Newton was wrong about gravity. Now scientists are coming for Einstein. (N)