wiar 12-07-19

MFwebsite2020researchWhat I Am Reading

December 07 (Saturday)

Markets
Dow surges more than 300 points on blockbuster jobs data, S&P 500 erases losses for the week C
Does the stock market even need a U.S.-China trade deal with the jobs report this hot? MW
Why the Bull Market Is Only at Mid-Cycle B
Stocks and Bond Yields Climb W
Muni-Bond Ratings Are All Over the Place. Here’s Why. W

US
Strong U.S. Hiring Eases Concerns About Economy W
The U.S. Added 266,000 Jobs in November. Here’s the Bottom Line. N
Job Market’s Decade-End Bang Risks Fizzling in Less-Roaring ’20s B
America is too focused on the unemployment rate. Here’s what we need to be looking at NN
U.S. Consumer Sentiment Hits Seven-Month High Amid Stocks Cheer B
U.S. Wage Growth Eclipses Mortgage Rate for First Time Since 1972 B

Central banks
Blowout jobs report means Fed may sound even less likely to move on interest rates C
November Jobs Report Affirms Fed Officials’ Make-No-Moves Stance W

US politics
White House tells Congress it will refuse to participate in impeachment hearings C
States’ Shift From Caucuses Is Challenge for Sanders, Warren W

Geopolitics & trade
Trump’s tricky decision: Hit Chinese goods with new tariffs or hold off C
Kudlow says a trade deal is close, but Trump is prepared to ‘walk away’ if some conditions not met C
Trump Official Says ‘No Arbitrary Deadlines’ for China Trade Deal W

Industries & companies
FAANGs: Trump Administration Weighs Putting Amazon Foreign Sites on ‘Notorious Markets’ List W
FAANGs: Google Management Shuffle Points to Retreat From Alphabet Experiment W

Corporate finance
The Prince Got His World-Beating IPO. Now Hard Work Begins B
How Aramco’s Huge I.P.O. Fell Short of Saudi Prince’s Wish N

Technology & cybersecurity
Robots in Finance Could Wipe Out Some of Its Highest-Paying Jobs B
A World With a Billion Cameras Watching You Is Just Around the Corner W
Top U.S. Cybersecurity Officials to Depart as Election Season Enters Full Swing W

Offbeat
Disney Disturbs the Force: Pleasing Star Wars Fans Complicates Skywalker Saga W

YRI
Daily Markets Overview