wiar 11-06-19

MFwebsite2020researchWhat I Am Reading

November 06 (Wednesday)

Markets
Stocks Are Soaring Because Supplies Are Limited B
Ready to Boost Stocks: Investors’ Multitrillion Cash Hoard W
Interest rates suddenly entered a new phase and they are moving higher thanks to possible trade deal C

Central banks
Fed’s Barkin: High Uncertainty May Be Damping Effectiveness of Fed Policy W

US
U.S. Job Openings Edged Lower W
Drop in Consumer-Goods Imports Points to Slower U.S. Growth W
Ahead of 2020, manufacturers are struggling in Rust Belt regions that helped Trump win last time C
Millennials Should Be Happy They Are Stuck Renting B

Europe
France to Set Quotas for Immigrant Visas W

Emerging
Brazil unveils reform package to tackle huge fiscal deficit R
Explainer: World’s biggest trade pact shapes up without India R
China’s Housing Market Is Finally Cooling. Some Homeowners Are Furious. W

US politics
McConnell does not expect possible Senate impeachment trial to lead to Trump’s ouster R
Trump ambassador changes testimony, admits telling Ukraine there would be no US aid without investigations C

Geopolitics & trade
China Insists Trump Give Up His Favorite Trade Weapon—Tariffs B
Iran further distances itself from 2015 deal by fueling Fordow centrifuges R
TikTok stresses its independence from China but U.S. lawmakers are unconvinced R

Industries & companies
Aerospace: Boeing CEO Dennis Muilenburg gets vote of confidence, offers to forgo bonuses amid 737 Max crisis C
FAANGs: With a Laser, Researchers Say They Can Hack Alexa, Google Home or Siri N

Corporate finance
Walgreens explores going private in what could be largest LBO in history C
Uber’s lockup expiration may be muted because a ton of shares are underwater C
WeWork still on life support, rivals say it must cut costs fast R
Muni Bonds Contain New Fine Print: Beware of Climate Change B

Offbeat
Jamie Dimon says Sen. Elizabeth Warren ‘vilifies successful people’ C
Ray Dalio Says the ‘World Has Gone Mad’ With So Much Free Money B

YRI
Daily Markets Overview

Dr Ed’s books on Amazon
Predicting the Markets
Stock Buybacks: The True Story
The Yield Curve: What Is It Really Predicting?