wiar 01-06-20

MFwebsite2020researchWhat I Am Reading

January 6 (Monday)

Stocks
Dow Jones Industrial Average Finds Reason to Drop After U.S. Air Strike BR
Dogs of the Dow Stock-Picking Strategy Was a Winner for Decade BR
Stocks began 2020 at record highs. Here’s what could go wrong C
Here’s what happens to the markets after major Middle East events C
The U.S.-Iran Confrontation Has Raised Market Risk. Here Are 3 Ways to Position Your Portfolio. BR
It Was a Lost Decade for China’s Stock Market, but Investors Bet on Better Times Ahead  W

Currencies & commodities
As Negative Yields Ebb, Making Money in Bonds Is Still a Slog  W
Oil Set for Bumpy Week as U.S. Says Iran May Strike Saudi Again B
Gulf markets plunge on U.S.-Iran tensions, Aramco at lowest since IPO R

Central banks
Fed policymakers broadly see eye to eye on 2020 outlook R
Fed Officials Say Rate Policy in Right Place for Now, Downplay Factory Data  W
Fed Minutes Show Comfort With Prolonged Pause on Rates  W
Draghi, Yellen Warn of Risks Facing Policy in Low-Rate World B
Longest Ever Subzero-Rate Experiment Suggests Key Fear Unfounded B
Bernanke: Fed has ample clout to fight downturn if toolkit used properly R
China’s central bank says will keep monetary policy prudent, flexible and appropriate R

US
Did the U.S. Tax Overhaul Do What It Promised?  W

US politics
Lindsey Graham wants to start Trump impeachment trial within days C

Geopolitics & trade
Chinese delegation plans to travel to Washington to sign trade deal: SCMP R
Trade War Dents China’s Attendance at World’s Biggest Electronics Show  W
Iraq voted to expel U.S. Troops, Iran won’t hold uranium limits B
Iraq parliament calls for end of U.S. troop presence after Soleimani death C
Iran condemns Trump as ‘terrorist in a suit’ after attack threat C
Pompeo says US intelligence assessment was clear on Soleimani C

Industries & companies
Autos: Musk’s Moment of Truth Arrives as Made-in-China Teslas Roll Out B
FAANGs: Amazon Has Long Ruled the Cloud. Now It Must Fend Off Rivals.  W
FAANGs: Amazon Is a Free-Cash Rocket Ship. Time to Jump on Board. BR
Restaurants: McDonald’s Looks Beyond Party Culture  W

Corporate finance
Bypassing the Traditional IPO Route May Become More Popular in 2020 BR

Cybersecurity
Iran Latest: Cyber Attack on Sheldon Adelson Provides Lesson B
U.K. Examines if Cyberattack Triggered London Stock Exchange Outage  W

Offbeat
Give Up Facebook for a Month and Help Economists Fix GDP B
U.S. Beef Group Isn’t Happy That Golden Globes Are Going Vegan B
Carlos Ghosn Sneaked Out of Japan in Box Used for Audio Gear  W

YRI
Daily Markets Overview