wiar 09-24-19

MFwebsite2020researchWhat I Am Reading

September 24 (Tuesday)

Markets
U.S. Stocks Pause After Weak Global Data (W)
Wall Street edges higher with Apple, though economic data mixed (R)
Stocks may be poised for dramatic surge, technical analysts say (C)
Muni-Bond Sales Surging as Yields Tumble to Lowest Since 1960s (B)
Big Banks Hold Flash Boys at Bay With Grip on Treasuries Trading (B)

Central banks
Fed’s Bullard: U.S. policy now ‘considerably’ looser, but markets may demand more (R)
Fed’s Daly says rate cuts are helping to offset headwinds (R)
Dudley Says Fed Will Strongly Consider a Standing Repo Facility (B)
Draghi Says ECB Should Examine New Ideas Like MMT (B)
Lagarde Sees Trade War as Biggest Hurdle to Growth, CNBC Says (B)

US
More Americans are house rich, but they’re leaving that cash in the house (C)

China
China Moves to Increase Oversight of Tech Companies (W)

Emerging
Brazil Opens Up an Economy Long Shielded From Competition (W)

US politics
Trump says he’s not taking talk of impeachment over Ukraine seriously (R)
Investors Should Be Worried About a Warren Presidency, Analyst Warns (B)
Biden-Linked Firm Tests Messages Designed to Undercut ‘Medicare for All’ (B)

Geopolitics & trade
China buys about 10 cargoes of U.S. soybeans after trade talks (R)
Apple will make the new Mac Pro in Austin, avoiding some China tariffs (C)
Boris Johnson Says It’s Time to Make a New Nuclear Deal With Iran (B)

Industries & companies
Autos: Nissan Lawyers See Ghosn Probe Marred by Possible Conflicts (W)
Energy: Oil CEOs push carbon-capture efforts ahead of climate talks (R)
FAANGs: Snap Detailed Facebook’s Aggressive Tactics in ‘Project Voldemort’ Dossier (W)
Media: The War for Talent in the Age of Netflix (W)
Utilities: PG&E Moves Forward With $11 Billion Settlement Plan (W)

Corporate finance
WeWork’s future comes down to Masayoshi Son vs. Adam Neumann (C)
What Drove SoftBank’s Vision Fund Up Is Dragging It Down (W)

Offbeat
‘The Bells Start Going Off.’ How Doctors Uncovered the Vaping Crisis (W)