wiar 12-09-19

MFwebsite2020researchWhat I Am Reading

December 09 (Monday)

Markets
The Jobs Numbers Were Great. The Dow Still Finished Down for the Week. BR
What Trump does before trade deadline is the ‘wild card’ that will drive markets in the week ahead C
Investors Bail on Stock Rally, Fleeing Funds in Droves W
A Pivotal Week Confronts Emerging Markets as Traders Look to 2020 B

Central banks
The Shock and Awe Era for Central Banks Is Over B
Repo Blowup Was Fueled by Big Banks and Hedge Funds B

US
In the Next Downturn, Fiscal Policy May Have to Step Up W

China
China exports fall for fourth consecutive month as Beijing demands tariff rollback as part of trade deal C
China’s Unexpected Export Drop Shows Why It Wants a Trade Deal B
China’s Influencers Livestream Product Demos to Followers, Drive Web Advertising W

Europe
Britain’s Coming Election Will Decide Brexit’s Fate. Here’s What to Expect. W

US politics
Nadler Says Without Impeachment, Trump May Try to ‘Rig’ Election B
Why a Win by Elizabeth Warren Won’t Tank the Market BR
John Kerry Rallies With Joe Biden, Evoking Some 2004 Parallels B

Geopolitics & trade
Hong Kong Protesters Fill Streets in Biggest March in Months W
Trump says North Korea must denuclearize after North claims ‘very important’ test C
Trump Downplays North Korea Missile Tests, Says Kim ‘Too Smart’ B

Industries & companies
FAANGs: Amazon, Facebook Expand in New York W
FAANGs: Apple’s New Buds Sing an Old Tune W
Media: Disney nears $10 billion global box office record and ‘Rise of Skywalker’ isn’t even out yet C
Retail: Macy’s Stock Shouldn’t Expect a Miracle on 34th This Holiday Season BR
Tech: Bezos says ‘the country is in trouble’ if big tech turns its back on the Pentagon: ‘We are the good guys’ C
Tech: The future of the US wireless industry in limbo as T-Mobile and Sprint begin battle to win merger approval C
Utilities: PG&E Caused Over 400 Fires in 2018. Where Were the Regulators? W

Corporate finance
T-Mobile, Sprint Head to Court to Defend Merger W

Cybersecurity
Brace for the Digital-Money Wars W

YRI
Daily Markets Overview