wiar 12-14-19

MFwebsite2020researchWhat I Am Reading

December 14 (Saturday)

Markets
Market Clouds Have Lifted. That Doesn’t Ensure a New Stock Market Boom. (W)
The Three-Year Crisis Cycle and a Case for a Reborn Bull Market (B)
Opinion: Brace yourself for mediocre stock market returns in the next decade (MW)
Here’s what the new trade deal means for the markets (C)
Path is clear for a year-end rally with key hurdles like the trade war removed (C)
The Markets Have Spoken: Phase One Trade Deal Between the U.S. and China Is ‘No Victory’

Central banks
Fed’s Clarida Dismisses Weak Retail Sales, Says Outlook Solid (B)
Fed’s Williams Says Central Bank Should Be Flexible as Data Evolves (W)
Fed Adds $56.45 Billion in Liquidity to Navigate the Weekend (W)

Europe
After Decisive Election, U.K. Business Seeks Brexit Clarity (W)
Johnson Sees Win as Mandate for Swift Brexit (W)
Corbyn is Finished But His Radicalism Changed U.K. Politics (B)

China
Bond Defaults Reach Once-Safe Corners of Chinese Finance (W)

US politics
House Panel Approves Trump Impeachment Articles (W)
Trump’s Impeachment Rebuke Bookended by Policy Victories (W)
Supreme Court will hear three cases over Trump’s financial records (C)
All the 2020 Democrats in next week’s debate threaten to skip event, refuse to cross picket line (C)

Geopolitics & trade
U.S., China Agree to Limited Trade Deal (C)
U.S.-China Deal Eases, But Doesn’t End, Business Uncertainty (W)
Goldman is disappointed in trade deal: Tariff rollback ‘smaller than expected’ (C)

Industries & companies
FAANGs: The Decade of Netflix
FAANGs: FTC Weighs Move Against Facebook Over How Its Apps Interact (W)
Retail: Holiday Retail Sales Had a Lackluster November Start (W)
Tech: Adobe’s stock jumps to record close as investors cheer cloud transition (C)

Corporate finance
Saudi Aramco Is the World’s First $2 Trillion Company. But Is It Overvalued?

YRI
Daily Markets Overview