wiar 12-28-19

MFwebsite2020researchWhat I Am Reading

December 28 (Saturday)

Markets
Dow Industrials Inch Ahead to Record W
S&P 500 notches fifth straight week of gains as market rallies into end of 2019 C
Here’s how a bull market scrambled seasonal trends in 2019 C
Recession, robots and rockets: another roaring 20s for world markets? C
U.S. energy shareholders seek to leave behind a lost decade R

Credit
Mortgage Bonds Attract Investors in Low-Yield World W
Leveraged-Loan Downgrades Signal Financial Cracks W

Central banks
Four New Voters to Join Fed’s Rate-Setting Panel W
ECB’s Holzmann: Return to positive interest rates in 2020 unlikely R

US
Workers Get Bigger Raises as Labor Market Tightens W

China
China’s industrial profits grow at fastest in eight months, but sustained recovery uncertain R
Bills Come Due for China’s Local Governments W

US politics
Super Saturday sales the latest sign Trump’s economy is unstoppable P
Elizabeth Warren’s campaign sounds the alarm as fundraising slows about 30% in fourth quarter C
Spotify to Suspend Political Advertising W

Geopolitics & trade
‘Hong Kong’s Not Right.’ Protests Upend Life in a City on Edge. W
Russia claims its new hypersonic weapon is ready for war C

Industries & companies
FAANGs: Apple Sued by New York Doctor Over Watch’s Heart Technology B
Financials: Banks Set for Biggest Job Cull Since 2015 as Morgan Stanley Cuts B
Retail: Holidays Cheer Amazon, Tiffany W

Corporate finance
Microsoft paid $26 billion for LinkedIn, then mostly left it alone—CEO Jeff Weiner is good with that C
Investors Push Tech Startups for Profits, Not Just Customers W

Offbeat
More Investment Managers Are Helping Those Betting Against Them W
Boomer or Bust? Europe’s Aging Entrepreneurs Cling to Power. W

YRI
Daily Markets Overview