wiar 10-28-19

MFwebsite2020researchWhat I Am Reading

October 28 (Monday)

Markets
The Fed and Apple earnings will make or break market’s return to record highs in the week ahead (C)
What an Elizabeth Warren presidency would mean for stocks (C)
Big Money Poll: Bears Rise to a Two-Decade-Plus High (BR)
C.E.O.s Are Anxious About the Economy. That’s Bad for Stocks. (N)
QE or Not, World’s Most Elite Bond Club Is Getting Its Mojo Back (B)

Central banks
Opinion: The Federal Reserve is in stealth intervention mode (MW)
Lagarde will take ECB out of ivory tower: De Guindos in El Pais (R)
BOJ Former Governor Says ‘Japanification’ Policy Trend Misguided (B)

US
U.S. Factory Slump Shows Manufacturing Isn’t the Bellwether It Used to Be (W)

Europe
EU Proposes Brexit Extension to Jan. 31 Ahead of Envoy Talks (B)
Germany Budget Surplus to Reach Billions in 2019: Handelsblatt (B)

Emerging
Time to Get Picky in Emerging Markets in Grip of Political Risks (B)

US politics
Trump told Mattis to ‘screw Amazon’ out of $10 billion Pentagon cloud contract, insider account claims (C)

Geopolitics & trade
China Woos U.S. and Other Foreign Companies as Trade War Takes Toll (W)
Trump wants to make a deal with Exxon or others to tap Syrian oil: ‘We should be able to take some’ (C)
Trump confirms ISIS leader Baghdadi is dead after US raid in Syria — ‘He died like a coward’ (C)
Trump Moves Closer to Ending Another Post-Cold War Treaty (W)

Industries & companies
Autos: GM Labor Deal Could Be Costly to Detroit Rivals (W)
FAANGs: Google Offers Peek at Secretive Search Algorithm Changes (W)
Media: AT&T, Disney and Comcast have very different plans for the streaming wars — here’s what they’re doing and why (C)
Retail: H&M CEO Sees ‘Terrible’ Fallout as Consumer Shaming Spreads (B)
Tech: Microsoft’s Challenge of Amazon in the Cloud Gains Force (W)
Tech: A Troubling Message From Tech (BR)

Corporate finance
Tiffany Receives LVMH Takeover Bid of About $120 a Share (W)
SoftBank is turning to its Sprint leaders to bail out WeWork—they’ll need to do better this time (C)

Technology
SpaceX wants to land Starship on the moon within three years, president says, with people soon after (C)
MIT Scientists Say They Found a New Way to Scrub Atmospheric CO2

Offbeat
Northern California Wildfire Grows Overnight, Forcing Evacuations (W)
PG&E Power Lines Remain Risky to California, Even During Blackouts (W)
We May Not Have to Age So Fast (W)