wiar 10-14-19

MFwebsite2020researchWhat I Am Reading

October 14 (Monday)

Markets & investing
Wall Street has doubts after partial trade deal: ‘I don’t think this gets us to Christmas’ (C)
What to watch in third quarter earnings from U.S. companies (R)
Stocks’ Path Toward Records Led by Defensive Plays (W)
Investors are flocking to money markets at the highest rate since the financial crisis (C)
Harvard and Yale Missed the Stock Market Rally. Here’s Why. (BR)
The Case for Investing in Water (BR)
Pensions Really Matter for Stocks. Here’s What Investors Need to Know After GE’s Freeze. (BR)

Central banks
Fed Will Purchase Treasury Bills at Least Into Second Quarter of 2020 (W)
Fed’s Kashkari: If Data Continues As It Has, Another Rate Cut Is Warranted (W)

Global
Is the World Economy Sliding Into First Recession Since 2009? (B)

Europe
Significant work to do, but Brexit deal still possible: UK PM Johnson (R)
Weekend Talks Between EU and U.K. to Continue Monday, Says EU (W)
5 Years Into Negative Rates, Europe’s Banks Feel the Pain (BR)

China
U.S. Companies Faces New Challenges in China (BR)
China’s Xi warns attempts to divide China will end in ‘shattered bones’ (R)
Xi Jinping Comes to Nepal Bearing Investments, and India Is Watching (N)

Emerging
Mexico Could Win From the U.S.-China Trade War. Its President Isn’t Helping. (BR)

US politics
Hunter Biden resigns from Chinese firm following Trump attacks (C)
Hunter Biden disputes Trump attacks of his work, wades into impeachment fight (R)

Geopolitics & trade
Trump defends Syria withdrawal amid reports of atrocities and ISIS supporters escaping (C)
Trump tells Pentagon to begin withdrawing remaining troops from northern Syria (R)
U.S. set to pull remaining troops from north Syria after Turkish incursion (R)
Khamenei tells Iran’s Guards to develop advanced, modern weapons (R)
Trump Says U.S. Treasury ‘Ready to Go’ With Sanctions on Turkey (B)
U.S. Moves to Restart Taliban Peace Process (W)

Industries & companies
Aerospace: Costs pile up for airlines as Boeing 737 Max grounding enters eighth month (C)
Autos: UAW boosts strike pay as GM walkout continues (R)
Consumer: Kellogg Stock Looks Like It’s Worth Snacking On (BR)
Energy: ‘Broken system’ starves U.S. oil boom of immigrant workers (R)
FANG: How a massive Amazon wind farm promises to change a tiny town in rural America (C)
Industrials: GE and 4 More Favorite Stocks From a Fan of Disruption (BR)
Tech: Apple’s newest iPhone relies on cameras to hide its lack of innovation (C)

Offbeat
Investor Ken Fisher loses $600 million contract after making sexist comments at summit (C)
Scientists endorse mass civil disobedience to force climate action (R)
Kosgei shatters world marathon record, Cherono wins men’s race (R)
Biles dazzles on floor to win record 25th world championship medal (R)