wiar 10-15-19

MFwebsite2020researchWhat I Am Reading

October 15 (Tuesday)

Earnings season
Wall Street faces a tough earnings season: ‘Caution probably makes sense right now’ (C)
Industrial earnings take center stage in third quarter with trade, economy in focus (R)
5 prominent U.S. companies are most at fault for the earnings recession (MW)

Markets
U.S. Stocks Inch Lower in Quiet Session (W)
Investors Pull Money Out of Stock Funds, Squeezing Money Managers (W)
Oil Takes Hit Amid Wariness Over Trade Deal (W)

Central banks
China, Facing Slowdown, Unlikely to Push for More Stimulus (W)
Kuroda Is on Course to Shrink the Bank of Japan’s Bond Holding (B)

Europe
Boris Johnson’s Brexit Deal On Knife Edge as EU Needs More Time (B)
Give Us Your Rich, Europe Tells the U.K. (W)

China
China Widens Its Data Collection Through Popular App and Translation Service (W)

US politics
Mike Bloomberg keeps talking to allies about running for president as Joe Biden struggles against Elizabeth Warren (C)

Geopolitics & trade
Hold the ‘champagne’: What Chinese state media are saying about the trade talks (C)
Beijing is ‘relieved’ by partial trade agreement, says Trump outside advisor on China (C)
Are U.S.-Chinese tariffs on almost everything the ‘new normal’? (R)
Trump halts trade negotiations with Turkey, raises its steel tariffs to 50% (C)
Pence headed to Turkey as U.S. calls for cease-fire in Syria (MW)

Industries & companies
Aerospace: Boeing’s New Chairman Is a Boardroom Force Familiar With Crises (W)
Autos: Auto analyst Jonas says investors ‘comfortable’ with GM strike despite potential multibillion cost (C)
Pharma: Johnson & Johnson’s Legal Challenges Mount (W)

Corporate finance
Biggest U.S. IPOs Fall or Keep Falling Amid Gains Elsewhere (B)
SoftBank Seeks WeWork Control Via Financing Package (W)
Barneys’ New Suitor Seeks Tie-Up With Saks (W)

Offbeat
Companies Say Costs of Complying With Goodwill Accounting Rules Outweigh Benefits (W)
AI Has Learned to Create Fake News Stories (W)