wiar 12-30-19

MFwebsite2020researchWhat I Am Reading

December 30 (Monday)

A 10% to 20% pullback could strike stocks early next year, long-time bull Ed Yardeni warns C
The Dow Is Closing Out 2019 With a Bang. Good Luck in 2020. BR
Key reports to watch for this week as the S&P aims for its best year in 2 decades C
Fight for Market Share Gives Bond Issuers Pick of Ratings W

Markets II
European Hedge Funds Caught Out by Bull Run in Stocks W
Emerging Market Stocks Had a Dismal Decade. Where to Look for Growth Going Forward. BR

Central banks
Trading a Dove for Two Hawks: A Look at the Fed’s 2020 Voters B
The Bedrock of Ultra-Low Yields Is at Risk B

US
How the Affordable Care Act transformed our health-care system C

Europe
‘Japanification’ Haunts Slow-Growth Europe W

China
In China’s Crackdown on Muslims, Children Have Not Been Spared N

Geopolitics & trade
China commerce ministry says it has proactively dealt with U.S. trade frictions R
Kim May Have Reconsidered His ‘Christmas Gift,’ Trump Aide Says B
All the missiles and nukes North Korea has tested in one chart C
US carries out ‘precision defensive strikes’ in Iraq and Syria against Iranian-backed militia C

Industries & companies
Media: 2019 US box office projected for $11.4 billion in ticket sales, second-highest of all time C
Media: Disney accounted for nearly 40% of the 2019 US box office C
Media: ‘Star Wars: The Rise of Skywalker’ Leads Final Weekend of 2019 B
Pharma: Chinese Alzheimer’s Drug to Launch Global Trials Amid Skepticism B
Pharma: Pharma Companies Are Rushing to Treat a Little-Known Liver Disease. Investors Should Be Skeptical. BR
Tech: Chip-Equipment Stock Applied Materials Is Not as Cheap—but Still a Buy BR
Utilities: PG&E: Wired to Fail W

Corporate finance
Fewer Companies Merged in 2019. Just Don’t Call It a Bad Year. BR

Offbeat
The 2020s Will Bring Great Change. We May Not Be Ready. BR
The CBC’s Cut of a Scene From ‘Home Alone 2’ Draws the Trumps’ Ire N
WeWork Exit Packages Include $17 Million to Co-CEOs, FT Reports B

YRI
Daily Markets Overview