wiar 11-02-19

MFwebsite2020researchWhat I Am Reading

November 02 (Saturday)

Markets
For Stocks, Three Fed Rate Cuts Tends to Be Sweet Spot W

Central banks
Lagarde’s Diplomatic Skills to Be Tested at a Divided ECB W
Top Fed Officials Signal Comfort With Decision to Pause Rate Cuts W

Global
The Global Fertility Crash B

US
U.S. October job growth beats expectations despite GM strike R
US manufacturing contracts for a third straight month C
Larry Kudlow Says White House Working on Tax Cuts Ahead of Election B

US politics
Pelosi expects Trump impeachment hearings in November: Bloomberg interview R
Impeachment Is About to Get Tough. For Democrats. B
Jobs Data From Swing States Isn’t Great for Trump B
Elizabeth Warren would double her proposed billionaire wealth tax to help fund ‘Medicare for All’ C

Geopolitics & trade
China Doubts Long-Term Trade Deal Possible With Trump  B
China Wins WTO Case to Sanction $3.6 Billion in U.S. Trade B
Larry Kudlow Says Tariff Hikes ‘Still on Table,’ Sees Progress on Deal B
Trump Decision Due on Foreign Car Tariffs W
ISIS Names New Leader and Confirms al-Baghdadi’s Death  N
U.S. Troop Withdrawal Creates Opening for Revitalized Syrian Regime W

Cybersecurity
Exclusive: U.S. opens national security investigation into TikTok – sources R

Industries & companies
Aerospace: Not just the MAX: planemakers face slump in demand for wide-body jets R
Aerospace: Dozens of Boeing jets grounded due to ‘pickle fork’ cracks C
Autos: For GM, the Strike Was Worth It for the Long Run W
Energy: Exxon Mobil profit halves on weak oil prices, chemicals margins R
FAANGs: Apple’s long-awaited TV service launches — here’s everything you need to know about it C

Corporate finance
White House will look ‘very carefully’ at Peugeot, Fiat Chrysler deal: Kudlow R
Megamergers Become a Possible Lifeline for Under-Pressure Car Industry W
Google to acquire Fitbit, valuing the smartwatch maker at about $2.1 billion C
Goldman Sachs says antitrust to heat up in 2020, pressure Facebook, Google shares for ‘years’ C

Offbeat
How Jim Simons Built the World’s Most Lucrative Black Box B
Cramer to Warren: Leon Cooperman is the wrong billionaire ‘whipping boy’ to take on
C
Cramer: ‘I’m very worried about Boeing’ and how its 737 Max problems could hurt the US economy C
Trump, Lifelong New Yorker, Declares Himself a Resident of Florida N
California Fire Danger Continues to Worsen, Experts Say W

YRI
Daily Markets Overview