wiar 12-02-19

MFwebsite2020researchWhat I Am Reading

December 02 (Monday)

Markets & investing
The S&P 500 Notches Its 26th Record This Year Before Falling Back BR
December could be a good month for the stock market, but there’s one big risk C
Not Even a Blockbuster Jobs Report Will Move the Needle for Treasury Bulls B
Hong Kong Stocks’ Sudden Tumble Catches Traders Off Guard B

Energy
How Iran and OPEC Could Help Fuel Oil Prices BR
Supplying clean power is easier than storing it E

Central banks
Why You Shouldn’t Expect Rates to Head Upward for a While W
ECB’s Nominees Back Negative Rates and Warn of Side Effects B

China
China Financial Warning Signs Are Flashing Almost Everywhere B
Hong Kong’s democracy movement has gained a big electoral boost E

Japan
A growing number of Japanese have become recluses E

US politics
House Intelligence Committee to vote on impeachment report C
House Judiciary Panel Asks Trump if He Will Present Impeachment Defense N
Long Before Trump, Impeachment Loomed Over Multiple Presidents N
‘Tax Cuts 2.0’ could include a rate reduction for the middle class. Here’s who would benefit most C
Warren Wealth Tax Has Wide Support, Except Among One Group N

Geopolitics & trade
China and Russia Are Partners—and Now Have a $55 Billion Pipeline to Prove It W
China wants rollback of tariffs in phase one trade deal with US, Chinese state media says C
China Criticizes U.S. Support for Protests, Signals Trade Hope W
Huawei Manages to Make Smartphones Without U.S. Chips W

Industries & companies
FAANGs: How Amazon Wove Itself Into the Life of an American City N
Industrials: GE Pitches Investors on Its Health-Care Unit W
Media: ‘Frozen 2’ Sets Thanksgiving Holiday Box-Office Record W
Retail: Black Friday shoppers spend record $7.4 billion in second largest online sales day ever C
Retail: Investors Bet on More Pain for Retailers W
Tech: Is There New Life in Legacy Tech? BR
Tech: 5G broadband is an existential threat to the cable industry, but executives and investors aren’t worried C
 
Corporate finance

Tech M&A: A Long—Not Proud—History BR

Offbeat
Economists are rethinking the numbers on inequality E
A Pennsylvania Election Nightmare Underscores Voting Machine Concerns N
What to Do When Your Kid Is a YouTube Millionaire BR
Retirement Can Be Tough Psychologically. Some Ways to Adapt. BR

YRI
Daily Markets Overview