wiar 11-13-19

MFwebsite2020researchWhat I Am Reading

November 13 (Wednesday)

Markets
Wall Street Plays Rotation Roulette as 2019 Haven Trade Unwinds B
FOMO Grows as Investors Scurry to Catch Stock Market Boom B
More than half of the world’s richest investors see a big market drop in 2020, says UBS survey C

Central banks
Trump rails on Fed, notes other countries have negative rates: ‘Give me some of that money’ C

Global
Recession Doom Mongers Go Quiet as Growth Hopes Provide Cheer B

US
Warehouse leasing plummets – because there’s so little new space to lease C
Boomers Want to Stay Home. Senior Housing Now Faces a Budding Glut. W
Arctic blast brings snow, ice and bone-chilling temps across US C

Europe
European Earnings Are Pretty Good, Except for Energy B
UK jobs fall by most in over four years as election nears R

Emerging
Chile’s Month of Unrest Starting to Infect Latin American Peers B

US politics
Nikki Haley just made herself the GOP front-runner to succeed Trump C
Reddit will allow the alleged Ukraine whistleblower’s name to surface, diverging from Facebook and YouTube C

Geopolitics & trade
Trump May Punt on Auto Tariffs as European Carmakers Propose Plan N

Industries & companies
Aerospace: Boeing jetliner orders continue to fall as 737 Max grounding wears on C
Autos: Nissan Slashes Forecasts as Sales and Profit Fall on Weak Demand W
Media: Disney+ suffers technical errors on launch day C
Retail: Amazon Go, the cashierless retail store of the future, has some new competition C

Offbeat
Deadly Pig Disease Sparks Fear of a Heart Drug Shortage B
The 5 college majors American students most regret picking C