What I Am Reading Archive

(click a month to expand/collapse)


Stock pessimism does not make good advice
The calm before the US election
Vanguard attracts nearly $200bn this year
Fed Odds Take Bank Stocks for a Ride
Casino shares defy softness in US stocks
Cash Keeps Pouring Out of European Stocks

Corporate America rushes to borrow before Fed
Europe’s debt market bounces back
Falling bond yields save taxpayers $500bn
‘Massive demand’ greets Saudi bond sale
Ken Griffin’s Citadel Securities Is Muscling Into Credit Derivatives

Manufacturing falters as global demand weakens
IMF Signals Another Downgrade to Growth
IMF urges ‘forceful’ G20 action on growth
US declares victory in G20 austerity debate
Global economy turning Japanese?
Productivity: Return on humans declining

‘Ugly’ manufacturing data add to Fed dilemma
Manufacturing Jobs Go Unfilled Due to Skills Gap
How Shrinking Occupations Could Explain Rising Economic Anxiety
ALBERT EDWARDS: The crutch holding up the US economy is about to be ‘kicked away’
UBS: The US economy may not be as strong as it looks

Industries & companies
Autos: Ford says US auto sales have peaked
Energy: BP strikes new shale deal in China
Financials: Why Old Life Insurance Policies Are Getting a Surprising Price Increase
Restaurants: McDonald’s Is Pushing Out the Small Fries
Retail: Wal-Mart to Cut 7,000 Back-Office Store Jobs
Shipping: Hanjin bankruptcy brings chaos
Tech: Apple Squeezes Suppliers to Protect Margins
Tech: Apple Expects to Send Cash Back to U.S.
Tech: Samsung mobile recovery suffers blow as Galaxy Notes ‘catch fire’

Self-Driving Tractor Steals Farm Show
Baidu to go driverless on US roads
Shields Up! New Device Promises to Ward Off Unwanted Drones
Your Kitchen Appliances Are Watching You, Security Expert Warns
Explosion destroys rocket at SpaceX launch

US politics
Trump’s Surprise Visit Sparks Outrage in Mexico
Trump Vows Deportations and Stands by Wall Plan
From the Speech: Donald Trump’s 10-Part Immigration Plan
Trump Dealt With People Who Had Mob Ties
Donald Trump Affirms Nativist Immigration Vision in Fiery Speech
U.S. Supreme Court rejects bid to reinstate North Carolina voting limits

Geopolitics & terrorism
Obama Seeks to Cement Asia Pivot
Exclusive: U.S., others agreed to ‘secret’ exemptions for Iran after nuclear deal – report
U.S. tax code may allow dramatic retaliation in EU Apple case

Manhattan Luxury-Condo Builders Fight Glut With Sweetened Deals
Chicago Shooting Deaths Top 2015 Total



Why September Could Be Huge for Markets All Around the World
America’s Corporate Bond Party Goes on as Sales Near $1 Trillion
Birth of the Index Mutual Fund: ‘Bogle’s Folly’ Turns 40
Here are the 3 reasons why gold isn’t $2,000 an ounce

Industries & companies
Air Freight: Will Amazon Kill FedEx?
Biotech: Biogen predicts preventive Alzheimer’s drug
Energy: Tanker Stocks Plunge on Declining West African Crude Production
Financials: Cryan Shoots Down Merger Report as Deutsche Bank Shrinks
Financials: SWIFT discloses more cyber thefts, pressures banks on security
Financials: UBS hires psychologists to revamp research
Financials: Insurers Move to Limit Options in Health-Care Exchange Plans
Pharma: A Cure for Swelling Drug Prices: Competition
Tech: Michael Dell takes long view on EMC deal

Central banks I
Fed Harmony Hides the Dangers of Groupthink
Fed’s Fischer: I Don’t Think You Can Say ‘One and Done’
Fed’s Fischer: US Econ Has Withstood Appreciation of USD
Fed’s Evans, citing slow growth, says low U.S. rates are here to stay

Central banks II
Weak inflation figures put pressure on ECB
BoJ is the big whale in Japanese stocks
China Engages in ‘Backdoor QE’ as Monetary Policy Shifts, Says Jefferies
Swiss central bank steps up stock buying spree
German Savers Lose Faith in Banks, Stash Cash at Home

U.S. Pending Home Sales Index Rose 1.3% in July
Generation Z Will Out-Earn (and Outwork) the Rest of Us
Economists Discuss the Predictions That Divide Them

Europe I
EU Looks to Rein In Tech Giants
After Apple Ruling, Amazon and McDonald’s Are EU’s Next Targets
Apple’s €13bn bill swamps its EU filings
Treasury’s Lew Criticizes Decision to Issue Apple $14.5 Billion Tax Bill
Apple tax deal and what ruling means
Brexit Bulletin: How Britain Could Benefit from the Apple Ruling
Irish cabinet split on Apple tax ruling
Ireland defends economy from Apple fallout
Eurosceptics are salivating at the idea of ‘Irexit’ after Apple’s shock $14.5 billion EU-Ireland tax bill

Europe II
Eurozone economic confidence falls sharply
U.K. Prime Minister Discusses an EU Exit Strategy With Cabinet
Rajoy Loses Confidence Vote as Spain’s Political Impasse Endures
France urges Brussels to halt TTIP talks
New Surge in Migrant Arrivals Strains Greece
EU outlaws network-wide ad blocking

Copper flashing red signals on China
We’ve just received a warning about the great hope for China’s economy
China Will Try to Deflect G-20 Complaints at Summit

Brazil’s Economy Shrinks Again
Enthusiastic Investors May Be Overlooking Brazil’s Problems
Rousseff Ousted as Brazil President in Impeachment Vote
Africa’s biggest economy [Nigeria] has crashed into recession

US politics
Trump Meets With Mexican President After Five Days of Negotiating Agenda
Trump to reveal ‘disruptive’ economic plan
Trump calls Democrats ‘party of slavery’ in minority outreach effort
Trump’s Top Fundraiser Eyes the Deal of a Lifetime
Pence’s Parallel Campaign
Courting Republicans, Clinton to tout ‘American exceptionalism’
Some Democrats Press Clinton to End Ties to Foundation
Politico: George Soros’ quiet overhaul of the U.S. justice system

Geopolitics & terrorism
China’s ‘Little Green Boats’ Have Japan on Alert
Saudi Arabia says Houthis will not be allowed to take over Yemen

Ship Operators Explore Autonomous Sailing

CIA’s Venture-Capital Firm, Like Its Sponsor, Operates in Shadows
US declares victory in G20 austerity debate

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