wiar 11-23-19

MFwebsite2020researchWhat I Am Reading

November 23 (Saturday)

Markets & investing
World’s largest hedge fund reportedly bets over $1 billion on a big stock market sell-off soon C
Here are the energy stocks some strategists would buy as the S&P’s worst-performing sector catches a bid C
Slowing Business Activity Sounds Alarm for Global Economy W

Central banks
Weidmann Says He Backs Lagarde Plan for ECB Strategy Review B
Trump’s Fed Pick Judy Shelton Cast Doubt on Central Bank Independence B
Democratic Senators Want the Fed to Better Prepare Banks for Climate Change W

US
U.S. manufacturing, services sector PMIs improve in November MW
US consumer sentiment comes in higher than expected for November C
Lenders Brace for Private-Equity Loan Defaults W

Europe
Eurozone flash manufacturing PMI limps up to 3-month high in November MW
Germany’s PMI Slide Eases Slightly in November N
Germany’s finance minister is not expecting a recession R

Japan
Japan November factory activity shrinks for seventh month, increases economic strains: flash PMI R

China
China Is Out of Economic Ammo Against the U.S. B

US politics
Trump predicts report on origins of Russia probe will be ‘historic’ R
Trump says will stick with Vice President Pence as 2020 running mate R
Trump says had lawyer Giuliani work on Ukraine because he is a ‘great crime fighter’ R

Geopolitics & trade
Trump says trade deal with China is ‘very close’ C
China’s Xi says he wants to work out initial trade deal with U.S. R
Weeks before vote, Algerian protesters pile on the pressure R
Iraqi forces kill four protesters, cleric warns of crisis R
‘Give and Take’: the charges against Israel’s Netanyahu R

Industries & companies
Aerospace: Aerospace suppliers prepare for prolonged grounding of 737 MAX R
Autos: Tesla claimed its pickup truck was ‘bulletproof’ — then smashed its windows with a metal ball C
Energy: U.S. Silica cuts 10% of workforce as frac sand demand wanes R
FAANGs: A Billion People’s Data Left Unprotected on Google Cloud Server B
Pharma: AstraZeneca shares rise on early U.S. approval for leukemia drug R
Retail: Inside Home Depot’s efforts to stop a growing theft problem at its stores C
Retail: Walmart’s Jet to Cease Its New York City Fresh Grocery Business B

Offbeat
The 10 most expensive US ZIP codes for buying a home C
Los Angeles Condo Sales Plunge as Chinese Capital Stays at Home B
Pope says tech, globalization endanger youth individuality R
‘Sopranos’ Convention Treats Fans Like Family W

YRI
Daily Markets Overview