Yardeni Research

2017 |  2016 |  2015  
Selected Topics
Broad Topics:

Daily Interesting Articles: 2016
  Dec 31

Dow Logs Best Year Since 2013
A 10% Rally in S&P 500 Makes Geniuses of Wall Street Strategists
Actively Managed Funds Take a Beating: The Year in Four Charts
Trump Rally Darkens Skies for All-Weather Portfolio
Euro Jumps 1.6 Percent in Minutes as Algo Orders Surprise Market
Natural Gas Is 2016’s Best-Performing Commodity Amid Cold Blast

Corporate finance
Will 2017 Be the Year of the Deal?
Watch out for the obscure unicorns
Old-Line Companies Show Appetite for Tech Deals

Minimum Wages Set to Increase in Many States in 2017

ECB’s Monte Paschi Capital Bar Would Trip Up 10 Other EU Banks
Paschi Rescue to Cost Italy 6.6 Billion Euros, Central Bank Says
Canada-EU Trade Deal Could Survive Brexit in U.K., Freeland Says

China Vows to Ease Curbs on Foreign Investment in Finance
Foxconn Deepens Investment in China With $8.8 Billion Factory

US politics
The death of Clintonism
SoftBank Hopes Trump Connection Reopens Doors for Sprint
Early Voting Didn’t Boost Overall Election Turnout, Studies Show

Geopolitics & terrorism
Russia Won’t Expel Diplomats; Trump Praises Decision
Trump Praises Putin for Rejecting In-Kind Response to Obama
Team Trump: We’re the true target of Obama’s sanctions
Putin looks past Obama to Trump
A Tally of Iran Sanctions Relief: Over $10 Billion in Cash, Gold

Industries & companies
Pharma: Costly Drug for Fatal Muscular Disease Wins F.D.A. Approval
Tech: Apple Said to Seek Lower Taxes to Start Manufacturing in India

Solar Panels Now So Cheap Manufacturers Probably Selling at Loss

Bitcoin Has Trounced the Dow This Year, 124% to 14%

  Dec 30

S&P 500 on track for biggest recovery since the Great Recession
No Expiration Date on Nine-Year S&P 500 Bull Run
This Time, Bounce in U.S. Stocks Goes Unmatched in Rest of World
Trump should sharpen appeal of US corporate bonds
European Bond Grinch Steals the Trump Trade
Dollar will find buyers hard to find in 2017
China Hits Reset on Fixing Yuan’s Value
The Golden Era of Hedge Funds Draws to a Close With Clients in Revolt
End of an Era as Nymex Trading Pits Shut Down
Year in Review: IPOs Struggled Again in 2016

Corporate finance
M&A boom set to continue in 2017
Final quarter of blockbuster deals boosts M&A activity

Goods trade deficit widens; labor market near full strength
US mortgage refinancings head for 17 year low
Manufacturers With No Employees Are on the Rise, and Thriving
In U.S., Some Immigrants Seek to Leave So They Can Stay
The VA Hooked Veterans on Opioids, Then Failed Them Again

China Turns to $503 Billion Rail Expansion to Boost Growth
Energy Giants Seek Chinese Minnows in Bid to Shift Gas

US politics
Trump gives bizarre, impromptu press conference in Florida
Trump’s Pick for Budget Chief Liked Gold, Had Dim View of Dollar
McCain: I have 'concerns' about Rex Tillerson — 'specifically his relationship with Vladimir Putin'
GOP Readies Swift Obamacare Repeal With No Replacement in Place
Trump tax reforms could depend on little-known 'scoring' panel
What History Has to Say About the Economy Trump Will Inherit
High hopes for tech groups’ overseas cash piles

Geopolitics & cyber-security
U.S. Punishes Russia Over Election Cyberattacks
Asked about Russia sanctions, Trump says 'we ought to get on with our lives'
Germans detect hand of Russia as political cyber war escalates
How Russia's most advanced military equipment stacks up against NATO hardware
In parting shot at Israel, Kerry warns Middle East peace in jeopardy
Critics Say Kerry’s Mideast Speech Could Backfire

Industries & companies
Autos: Carmakers Are Learning Japan’s Tech Talent Doesn’t Come Cheap
Energy: U.S. refiners face severe labor shortage for deferred maintenance
Retail: Not Everyone Wants to Shop on Amazon
Retail: Amazon envisages airborne warehouse to support drone delivery
Retail: Sears Jumps After Lining Up $200 Million to Help Stay Afloat
Retail: Kate Spade Said to Kick Off Formal Sale Process Next Month
Tech: Snap’s IPO Pitch to Tout Service as the Next Facebook

The Year Ahead: Digital Transformation Tops CIO Agenda for 2017

2016’s Best and Worst Calls
What Economic Forecasters Got Right (and Wrong) in 2016
Switzerland moves further to end bank secrecy

  Dec 29

Dow Slides After Nearing 20000
Oil IPOs Ready to Bloom Across the U.S.

Central banks
Among New Fed Voters, Plenty of Experience, Just Not as Economists
Meet the Feds

House Flipping Makes Comeback as Home Prices Rise
Big Growth in Tiny Businesses
Many of 2016’s Recession Warning Signs Turned Out to Be Economic False Alarms

China Fault Lines: Where Economic Turbulence Could Erupt in 2017
Aluminum Billionaire Planned China Escape, Lawyer Says

US politics
Lew Makes Closing Argument Before Trump Deregulatory Tide
Trump Says Sprint Bringing 5,000 Jobs Back to U.S.
Trump Considering Moving VA Toward Privatization

Geopolitics & cyber-security
Russia Seeks Backing for New Talks on Syria
France Poised for Pro-Russia Pivot
Kerry’s Rebuke of Israeli Policy Sends a Signal to Trump
Kerry accuses Israel of jeopardising two-state solution
U.S. Escalates Tensions With Israel
US law firms rush to improve defences after China hack

Industries & companies
Autos: Ford Pitches Tax Breaks on Work Trucks to Bolster Sales
Materials: 3-D Printing Heats Up Demand for Metals
Retail: U.S. Retailers on Pace for Best Holiday Season in Years
Tech: Facebook Acquires Eye Tribe for Oculus Eye-Tracking Software

Alexa a Witness to Murder? Prosecutors Seek Amazon Echo Data

  Dec 28

The stock market’s pause is an invitation
Corporates lead surge to record $6.6tn debt issuance

Oil in 2016: the return of Opec

Outrage Over the Economy Doesn’t Explain Surging Global Populism

U.S. consumers ebullient; home prices gain
U.S. Consumer Confidence Climbed to Highest Level Since 2001
Consumer sentiment hits highest level in 12 years in December
US home prices are at a post-financial-crisis high
Trump Win Could Usher in Boom for U.S. Housing, Says Shiller
‘Negligible’ link found between executive pay and performance

ECB Says Paschi Needs $9.2 Billion, More Than Bank’s Plan

Japan consumer prices slump in November, look for 2017 rebound
Kuroda sees Japan taking 'big step' toward ending deflation

China Beige Book Shows Broad Improvement Across All Industries
China steel futures hit month-low on worries growth may ease
Modi to crank up campaign against India’s black money

US politics
Republicans plan massive tax code overhaul
Trump’s Cabinet Picks Disagree With Him on Key Issues
Will Donald Trump’s Corporate ‘Tax Holiday’ Create Jobs? Not Necessarily
Trump's Win Was Unusual But Not Historic
Commentary: The three tactics that took Trump from outsider to insider
Trump's social-media use 'is going to be something that's never been seen before'
Critics Look for Opening to Fire Head of Consumer Finance Agency
Fear of Trump Triggers Deep Spending Cuts by Nation's Second-Largest Union

Geopolitics & cyber-security
Trump Names Adviser on Cybersecurity and Elevates Role
China’s Cyber Strategy Stresses Securing Infrastructure
Chinese Hackers Charged With Trading on Stolen Law Firm Data
Russia calls U.S. move to better arm Syrian rebels a 'hostile act'
Israel to Build in Jerusalem, Mulls More Steps Against UN

Industries & companies
Airlines: Delta Cancels $4 Billion Boeing Order Inherited From Northwest
Media: Yahoo’s Data Breaches Unlikely to Derail Verizon Deal
Retail: Holiday Sales May Have Jumped 4.9% in Biggest Gain Since 2005
Retail: Amazon Reports Best Holiday Yet With Record Orders for Echo
Retail: For Many Retailers, the Price Isn’t Right

Tesla, Panasonic to Begin Solar Panel Production in New York
Here's the electric car Mercedes is building to take on Tesla
2 years after everyone said it was toast, bitcoin is going crazy again

The 20 best business books of 2016
GWU Lifts U.S. History Course Requirement for History Majors
Mall melees break out across the US during day-after-Christmas shopping

  Dec 27

Trump tax cuts could boost earnings by 20 percent next year: Yardeni
Put Away Your Dow 20k Hats, at Least for Now

Dollar’s Rise Threatens Manufacturing Recovery
The Real Story About Rising Home Prices

Monte dei Paschi shortfall hits €8bn, says ECB

Xi’s Power Play Foreshadows Historic Transformation of How China Is Ruled
China lease renewals ease homeowner fears

Argentina finance minister axed on economic uncertainty

US politics
Republicans’ Radical New Business-Tax Proposal, Simplified (Sort Of)
Democrats Plotting ‘Collision Course’ With Trump’s Tax Plan
Trump Nominees’ Riches Complicate Approval Process
Trump to Dissolve Foundation Amid Conflict Concerns

Geopolitics & terrorism
Trump 'is clearly Putin's man in the White House'
Turkey’s Erdogan Turning Into a Strongman
China Slaps GM With $29 Million Fine Amid Growing Tensions
Israel has suspended ties with 12 UN Security Council nations
Israeli envoy accuses White House of orchestrating UN resolution

Industries & companies
Financials: A Possible Downside for Banks With Trump’s Financial Deregulation
Financials: Protectionist Walls Are Already Being Built…Around Banks
Retail: Stores Gear Up for Returns—and More Shopping

Nobel economist Angus Deaton on a year of political earthquakes
Obama Suggests He Could Have Beat Trump

  Dec 26

Why 2017 Could Be the Year of the Stockpicker
Warning Lights Are Flashing for Stocks
Stocks could suffer as Trump trade policy takes shape
Making Sense of the Market
Barron’s Prescription for U.S. Economic Growth
Christopher Wood Is Bullish on China, India
With Oil Cheap, Nations Siphon Their Savings

Industries & companies
Air Freight: Amazon starts flexing muscle in new space: air cargo
Autos: Auto Parts Makers Look Up as Cars Go Digital
Defense: Lockheed CEO tells Trump she will work to drive down cost of F-35
Financials: Why Barclays CEO Staley Opted for War When Dimon Chose Surrender
Financials: CEO’s Winning Gamble May Keep Scrooge From Deutsche Bank Bonuses
Financials: Deutsche Bank and Credit Suisse settlement calms investors
Media: Netflix: The Real Nail-Biter

U.S. Economic Growth Revised Up to 3.5% Pace in Third Quarter
U.S. housing, consumer confidence data bolster economic outlook
Confident Consumers Aren't Always Spendthrifts
All Jobs Are at Risk

President Xi Open to Growth in China Falling Below 6.5%
China is obsessed with Trump's tax cut pledge

US politics
How Trump Could Accidentally Fuel a Global Trade Boom
Trump Organization Lawyer Named Global-Negotiations Representative
Carl Icahn Stands to Gain
Central Americans Hurry to Get Into U.S. Ahead of Trump

Geopolitics & terrorism
Trump Praises Putin's Letter Seeking to Restore U.S.-Russian Ties
Trump's Nuclear Boast Is Obama's Modernization Plan
FBI warns of Islamic State-inspired attacks in U.S.
The 'grudge match' between Obama and Israel 'finally reached its peak'
Netanyahu Says ‘No Doubt’ U.S. Behind UN Vote on Settlements
TRUMP ON UN VOTE: Things will be different when I'm in charge
Democrats scorch Obama over UN vote condemning Israeli settlements
Drugs and Terror Are Familiar Mix Among Europe’s Jihadists

  Dec 24

More Questions Than Answers for Markets in 2017
Unloved stockpickers hoping 2017 will be their year

U.S. New-Home Sales Rose in November
The Markets Say Inflation Is Coming. The Data Show It Isn’t True

EU’s Nightmare Year Ends With Le Pen Risk Haunting Investors
Italy’s cabinet approves Monte dei Paschi bailout
Monte dei Paschi bailout comes under fire in Berlin
Italy Eyes Exemption to Spare Monte Paschi Bond Holders

US politics
Democrats Demand Rex Tillerson’s Tax Returns
Trump’s Health Pick Traded Medical Stocks in Congress
Trump’s Firm Winds Down Deals That Prompted Complaints of Conflicts
Trump Tweet Sets Up Jet Dogfight
US defence sector learns to live with Trump’s tweets
The Volcker Rule and Other Regulations Carl Icahn Likes
North Dakota pipeline battle far from over as protesters dig in

Geopolitics & terrorism
Vladimir Putin expresses hope for improved Russia-US relations
Trump’s election victory was obvious, says Putin
Putin and Trump call for stronger nuclear forces
‘Let It Be an Arms Race,’ Trump Says
U.N. Censures Israel Over Settlements, as U.S. Declines to Veto
Backlash Swells in Germany as Hunt for Terrorist Ends

Industries & companies
Airlines: Big Carriers Join Race to Offer Cheap Trans-Atlantic Flights
Financials: Deutsche Bank and Credit Suisse pay billions to settle US probe
Pharma: Martin Shkreli Says ‘Of Course’ He’d Raise Drug Price Again

27 Wall Street movies to watch over Christmas
How Well Did You Pay Attention to Markets This Year? Take Our Quiz

  Dec 23

What Trump’s Cabinet Picks Mean for Markets
Poll: As 2016 ends, 'Trumponomics' tempts investors back to equities
Calpers Cuts Investment Targets, Increasing Strain on Municipalities

U.S. Third Quarter GDP Revised Up to 3.5% Gain
U.S. consumer spending slows; business investment perking up
U.S. Mortgage Rates Jump to More Than 2-Year High After Fed Hike

Monte dei Paschi’s board set to meet over state bailout

Under Pressure From Neighbors, Japan to Raise Military Spending

Saudi Arabia to Increase Spending After Budget Deficit Shrinks
Uber in India: On the Hunt for a Million Who Can Drive

Trump insists he still wants to 'drain the swamp' after top allies suggest otherwise
Trump’s New Appointments Shake Up Trade, Regulation
Trump campaign star Conway named as his presidential counselor
Trump Names Sean Spicer as Press Secretary
Trump Administration ‘Hell-Bent’ on Making Big Changes, Dalio Says
Elizabeth Warren watchdog under siege

Trump II
Before Trump’s tax plan, there was ‘voodoo economics,’ ‘hyperbole’
KKR Utility Sale to Test the Waters on Infrastructure
Trump's new tariff proposal could put the economy on a path to 'global recession'
‘Death by China’ author to lead Trump trade office
Beijing fires trade warning after Trump appoints China hawk
China Weighs Response to New U.S. Trade Foe
Mexico braces for Trump administration’s assault on Nafta

Trump III
'Total catastrophe': Experts say Trump's position on nuclear proliferation would be a disaster
Trump Says U.S. Nuclear Arsenal Must Be ‘Greatly’ Expanded
Trump calls for expanded U.S. nuclear capability until 'world comes to its senses'
Multibillion-Dollar Jet Deals With Iran Will Test Trump Policy
Trump: U.N. Draft Resolution on West Bank Construction ‘Should Be Vetoed’
Trump backs Bibi on U.N. West Bank settlement vote
U.N. Postpones Sensitive Vote on Israel Settlements

Geopolitics & terrorism
Syrian Army Says Government Has Full Control of Aleppo
Germany Had Monitored Truck Attack Suspect for Months
Tunisian Suspect’s Fingerprints Found in Berlin Truck
'If you know there is reasonable cause here, then why would we just look the other way?'
U.S. formally ends controversial registry program for visitors

Industries & companies
Retail: Retailers Lose Willpower as Christmas Approaches

The World’s Largest Hedge Fund Is Building an Algorithmic Model From Employees’ Brains
How robots are making humans indispensable

JetBlue removed a passenger from a flight for confronting Ivanka Trump
Obama Says His Daughters Won’t Work on Wall Street
LaGuardia’s Redesign Will Lift You Above Ceilings That Don’t Leak

  Dec 22

Jump in Buybacks Bolsters Trump Rally as Goldman Desk Sees Surge
Mark Mobius: This is how to play emerging markets in 2017

Central banks
Fed Blurs Intentions as Dots Drift Away From Economic Forecasts

Trump’s Win Sends Economic Optimism to Highest Level Since 2012
Republican Presidents and Recessions: A Pattern Trump Would Like to Break
U.S. Existing-Home Sales Rose in November to New Postcrisis High
Young Americans Living With Parents at a 75-Year High

Monte dei Paschi shares suspended after liquidity warning

Bring Back Jobs From China? In Shenzhen, They Aren’t That Worried
If the U.S. Won't Pay Its Teachers, China Will

US politics
Why Trump Has Strong Hand in Confirmation Process
In Trump cabinet, Commerce Secretary will run trade policy
Trump’s New Appointments Shake Up Trade, Regulation
When Rex Tillerson Looked Into Putin’s Eyes, He Found Black Gold
Trump's commitment to infrastructure vow is being questioned
Export-Friendly U.S. Tax Revamp Faces Unusual Hurdle

Geopolitics & terrorism
Kremlin slams new U.S. sanctions, says may respond
Russia’s Rise in Mideast Creates Enemies
How the U.S. whiffed on Russia's disinformation campaign
Russian Cyberforgers Steal Millions a Day With Fake Sites
Israel Needs Its Arab Friends More Than U.S. Embassy Move
Israeli ambassador backs Trump pledge to move U.S. embassy to Jerusalem
Man With Suspected Terror Links Sought Over Berlin Attack

Industries & companies
Defense: Lockheed Making Progress in Lowering F-35 Costs, CEO Tells Trump
Energy: Obama bans new oil, gas drilling off Alaska, part of Atlantic coast
Energy: Congress Puts Clean-Coal Tax Credits on Table
Financials: Big Banks Are Stocking Up on Blockchain Patents
Financials: Goldman Sachs Ties to Scandal-Plagued 1MDB Run Deep
Materials: Linde, Praxair agree $65 billion merger outline, ambitious cost savings
Retail: FedEx Presses Retailers to Pay More
Retail: Bed Bath & Beyond Posts Profit Decline
Tech: Apple is losing its focus again — and this time, there's no Steve Jobs coming to the rescue

The Long-Term Jobs Killer Is Not China. It’s Automation.

Trump is holding a government casting call. He’s seeking ‘the look.’

  Dec 21

US stocks firm as Dow eyes 20,000
Markets Shake Off Geopolitical Risk
Goldman Says Bonds, not Stocks, Have Properly Priced In Trumponomics

Census Says U.S. Population Grew at Lowest Rate Since Great Depression This Year
How Inefficient Health Care, Education and Housing May Be Damaging U.S. Productivity

Italy Paves Way for a $21 Billion Aid Plan for Ailing Banks

China returns underwater drone, U.S. condemns 'unlawful' seizure

Japan's Central Bank Keeps Policy Unchanged, Upgrades Economic Outlook

US politics
Barack Obama warns Donald Trump not to overuse executive orders
DALIO ON TRUMP: 'If you haven’t read Ayn Rand lately, I suggest that you do'
Ray Dalio: unleashing ‘animal spirits’ will be key for Trump
Thiel and Others Push for Trump NASA Team Expansion
President Barack Obama Pardons 78

Geopolitics & terrorism
The Political Implications of Events in Ankara and Berlin
Berlin Attack Aids Cause of Europe’s Nationalist Parties
Assassination, Truck Attack Point to Unpredictability Facing Trump
China Throws Out South China Sea Rule Book

Industries & companies
Autos: The Tesla Advantage: 1.3 Billion Miles of Data
Autos: VW Reaches Deal for Emissions-Cheating Audi, Porsche Models
Financials: How to Get the Government Out of Mortgage Lending
Retail: Amazon’s Echo Device Sells Out—Except in Stores

Robotics Veteran Raises Venture Capital to Build Exoskeleton

World’s Largest Trading Floor Put on the Block
Social Security Garnished for Unpaid Student Debt

  Dec 20

A $55 Billion Manager Who Bought at Market Low Returns to Cash

Central banks
Economists doubtful on three Fed interest rate rises
Yellen: Globalization Makes Higher Education Increasingly Important

Infrastructure splurge would collide with skilled labor crunch
College Enrollment Drops 1.4% as Adults Head Back to Work

Monte dei Paschi Rescue Plan at Risk Over Terms
Apple goes to war with EU: 'A misunderstanding of how corporations operate'

Goldman Warns China Outflows Rising in Both Yuan Payments, Forex
Bond Selloff Shows Risks of China’s Efforts to Restrain Credit

Japan’s Export Volume Rises at Fastest Pace in Nearly Two Years

Brazil’s da Silva Indicted for Alleged Corruption, Money Laundering

US politics
Trump Is Poised to Win Electoral College
Billionaire Vincent Viola Picked for Army Secretary
Trump Rebuts Michelle Obama's Remarks on the Loss of 'Hope'
California marchers protest against Trump as Democrats vow policy fight
All This Talk of Voter Fraud? Across U.S., Officials Found Next to None

Donald Trump’s collision course with China
China’s Drone Seizure Sows Concern That U.S. Secrets Were Stolen
China Rejects Trump’s Comment That It Stole U.S. Naval Drone
As Trump Tweets, China Quietly Weighs Options to Retaliate
Trump Team Tones Down Skepticism on Russia Hacking

Nine Dead as Truck Rams Berlin Christmas Market
Gunman Kills Russian Ambassador to Turkey

Industries & companies
Mining: Vale opens ‘world’s largest’ mining project
Pharma: Big pharma braces for further bruising publicity over drug prices
Tech: Why 2016 Was a Watershed Year for Tech

IMF’s Lagarde Found Guilty of Negligence, Gets No Penalty

  Dec 19

Outlook 2017
Strategies: Wall Street’s Annual Stock Forecasts: Bullish, and Often Wrong
Outlook 2017: This Bull Market Has Legs
S&P 500 Dividend Growth Likely to Slow in 2017
Our 2017 EM Picks: Russia’s Sberbank, Mexico’s Cemex

Stocks & bonds
Everyone’s Optimistic. Is It Time to Worry?
Dow Stops Short of 20,000 in Worst Week for Banks Since Election
Hurdles emerge for stocks after rally
For Large Stock Gains, Think Small
Time to Sell Retail Stocks
Bonds and Stocks: Potential Double Trouble

At Last, a Bullish Outlook for Commodities
Trump Is Causing a Rare Trend in Commodities

Factories Are Working Again; Factory Workers, Not So Much
Rising Rates Ripple Through Mortgage Market
Retiring: Boomerang Boom: More Firms Tapping the Skills of the Recently Retired

Tsipras says people of Greece have made enough sacrifices

China Must Curb Property Bubble, Top Official Says
Beijing Orders 1,200 Factories to Close or Cut Output Amid Smog

US politics
Trump and the Overinflated Presidency
A Trillion Dollars for Infrastructure? Not So Fast
Trump Takes Conciliatory Tone at Postelection Rallies
Trump Taps Fiscally Conservative Lawmaker Mulvaney to Head OMB
Outsiders Selected by Trump Aim to Unnerve Washington
Americans Believe Trump Will Bring Change; Disagree on What Kind
Democrats need to get a grip if they want to win next time
Trump calls Paul Krugman 'demented' for suggesting he has an 'incentive' to benefit from a 9/11-style attack
Trump Rebuts Michelle Obama on the Loss of ‘Hope’

Geopolitics & terrorism
Pentagon Says China to Return Drone; Trump Says They Can Keep It
Trump Slams China’s Seizure of U.S. Drone as Unprecedented
Trump aide plays down prospect of upending 'one China' policy
Obama points finger at Putin for hacks during U.S. election
Obama Says He Told Putin: ‘Cut It Out’ on Hacking
Trump Will Wait for FBI View on Russia Hacking Allegations, Priebus Says
U.S. intelligence agencies feud with Republicans over Russian hacking
David Friedman, Choice for Envoy to Israel, Is Hostile to Two-State Efforts
Turkey's Erdogan blames Kurdish militants after car bomb kills 13, wounds 56
U.S. to disclose estimate of number of Americans under surveillance

Industries & companies
Airlines: Iran Drops A380s in Airbus Deal
Retail: Gun stocks pack less heat since Trump’s election
Media: The Yahoo lesson: be boring and don’t skimp on security

Tech Upgrades Just Aren't That Great Anymore

Send Everyone Home for Christmas. Nobody’s Working Anyway
How Antibiotic-Tainted Seafood From China Ends Up on Your Table

  Dec 17

Stocks & bonds
Wall Street's 2017 Forecasts Are Doomed If Trump Doesn't Follow Through On Campaign Promises
This Stock Rally Is More Hope Than Substance
Billions rush into equity funds as ‘Great Trump Rotation’ takes hold
Calm Breaks in Pre-Holiday Market as China News Hits Oil, Stocks

Currencies & commodities
Fed Hike Puts U.S. Dollar on the Podium of G-10 High Yielders — and Could Push the Euro Below Parity
OPEC Threatened by Tiny Oklahoma Town With Soaring Supplies

Central banks
Bullard Raises Rate View, Wants Fed to Consider Shrinking Balance Sheet
Fed Hawk Lacker Says More Than Three Hikes May Be Needed in 2017
Key global interest rate nears 1% for first time since 2009
How the Fed Hurt China Bonds
Draghi Said to Warn EU Rising Global Rates Pose Crisis Risk

U.S. Home Construction Lags Behind Broad Economic Rebound
Scrambling Just to Get By? Inside America's Jobs Picture

Eurozone inflation is finally being sustained
ECB Warns Paschi on Post Referendum Liquidity in Stress Test

Japan &China
China Extends Emergency Loans to Financial Firms
China, Japan More Vulnerable to Financial Shocks, BOE Study Says
Japan Overtakes China as Largest Holder of U.S. Treasuries

US politics
GOP to Press Ahead With Business-Tax Plan Criticized by Importers
Trump's tax plan could knee-cap a bunch of huge companies
Trump Tax Cut to Magnify CEOs’ Retirement Bonanza, Study Finds
Trump Taps His Lawyer as Ambassador to Israel
Donald Trump Takes Conciliatory Tone at Postelection Rallies

Geopolitics, terrorism, cyber-security
U.S. Demands China Give Back Captured Sea-Survey Drone
US launches WTO challenge to Chinese restrictions on grain imports
'This is militarization': We finally know what China's mysterious hexagonal structures in the South China Sea are for
Putin and Erdogan push for Syria talks without U.S. or U.N.
Obama Vows Retaliation for Russia’s Alleged Election Disruption
Russia's attempts to hack the Republican Party reportedly failed because of a spam filter
U.S. Faces Tall Hurdles in Detaining or Deterring Russian Hackers
U.S. Politics Prompt Saudis to Rethink Financial Strategy
Germany Avoids Attack After 12-Year-Old’s Bomb Fails
Hacked Yahoo Data Is for Sale on Dark Web

Industries & companies
Aerospace: Boeing Says China Plane Orders Support 150,000 U.S. Jobs a Year
Energy: World Energy Hits a Turning Point: Solar That's Cheaper Than Wind
Financials: Goldman Sachs Raises $4.5 Billion for Buyouts Fund
Media: Viacom: Sumner Redstone to Step Down From Board
Pharma: Gilead must pay Merck $2.5 billion in royalties
Retail: Nordstrom Drops Most Since May After JPMorgan Cuts Rating
Retail: Retailers are getting savvier about adjusting their prices based on short-term demand
Tech: Look Who’s Back! Microsoft, Rebooted, Emerges as a Tech Leader
Tech: The Inside Story of Apple’s $14 Billion Tax Bill
Transportation: Amazon is secretly building an 'Uber for trucking' app, setting its sights on a massive $800 billion market

JPMorgan NextList2017

  Dec 16

Financial Shares Help Steady Dow
R.I.P. Bond Bull Market as Charts Say Last Gasps Have Been Taken
Dollar Hits 14-Year High as U.S. Gets Set for Higher Rates
Hawkish Fed Exacerbates Dollar Fears for Emerging Markets

Central banks
Fed Lifts Rates, Signals More Increases Next Year
Big Banks $70 Billion Short in Fed Push to Prevent Bailouts
Central Bankers Discover Their Limits After a Tough Year

Measures of Economic Optimism Are Shooting Up All Over the Place After Trump's Win
U.S. Consumer Prices Posted Fourth Straight Rise in November
Home Builders’ Confidence Rises in Anticipation of Trump Administration Boost
Minorities, Young People Miss Out on Recent Housing Boom
Rising Mortgage Rates: Why You Shouldn't Panic
Your Social Security Cuts Are Already On The Way

Guess Which Huge Asian Country Is Afraid of Capital Flight?
China Halts Trading in Key Bond Futures Amid Selloff
Why the 'One China' Policy Works

US politics
Kudlow Close to Being Named Trump Chief Economist, Paper Says
Lawrence Kudlow in Running to Take Top Economic Adviser Post
Dimon: I Don’t Think I’m Suited to Be Treasury Secretary
Want a Job in Trump’s Administration? Get on Chris Collins’s Spreadsheet
Obama struggles to shake off reputation as procrastinator-in-chief
The rising hopes invested in infrastructure stimulus

Geopolitics & terrorism
RNC Security Foiled Russian Hackers
China Puts Weapons in South China Sea, Satellites Show
Demand for Cyberinsurance Soars as Hacking Cases Rise

Industries & companies
Energy: Chesapeake Energy Drills Deeper for Profit
Financials: SEC Takes No Further Action Against Wells Fargo Over Portfolio Accounting
Pharma: Merck Wins Record $2.5 Billion Patent Verdict Against Gilead
Media: 21st Century Fox Makes $14.6 Billion Bid to Take Full Control of Sky
Media: Yahoo Says 1 Billion User Accounts Were Hacked
Media: Yahoo’s Password Move May Put Verizon Deal at Risk
Media: Verizon Explores Lower Price or Even Exit From Yahoo Deal
Retail: Quirk of ’16 Holiday Calendar Promises a Crush of Web Sales
Tech: Oracle Earnings Fall; Co-CEO Catz to Join Trump Transition Advisory Team

Your Next Beer Might Be Made by Artificial Intelligence

Lagarde Case Is ‘Weak,’ French Prosecutor Says, Raising Chances of Acquittal
The Children of the Opioid Crisis

  Dec 15

Barclays's Five Predictions for U.S. Stocks in 2017
Dow 20K Won’t Solve Pension Problems
Calpers: A 7.5% Annual Return Is No Longer Realistic
Gundlach Says 10-Year Yields Topping 3% Would Punish Markets
BlackRock Says Bond Yields to Rise as Global Growth Turns Corner

Central banks
Fed Raises Rates, Sees 3 Increases Coming in 2017
Parsing the Fed: How the December Statement Changed from November
Here's the new Fed dot plot | SEP
HIGHLIGHTS-Fed chief Yellen's news conference after FOMC meeting
The Fed Nailed 2016, If You Ignore Their Rate Outlook
Dovish tilt at Fed next year could meet hawkish Trump picks

U.S. Retail Sales Growth Slows in November
U.S. Industrial Production Fell in November
Women Pocket Raises at Faster Clip Than Men in Tight Job Market
Americans are really struggling financially, and it is heartbreaking

Italy’s New Government Wins Final Confidence Vote
Eurozone Suspends Greek Debt Relief
Next moves for Monte dei Paschi after ECB calls time

Shadow Banking in China Appears to Have Made a Roaring Comeback
Pinpointing the Bubble in China's Real-Estate Market
China may penalize U.S. automaker over price-fixing; GM, Ford shares off
New Chinese Law Puts Foreign Nonprofits in Limbo

US politics
How Donald Trump’s New Top Economic Adviser Views the World
Trump Picks Montana Rep. Ryan Zinke, Former SEAL, for Interior
Sen. Jeff Sessions Exerts Wide Influence Over Trump Space Plans
Trump Nominees Stand to Reap Millions in Potential Tax Deferrals
Trump Children’s Expanded Roles Will Test Father’s Heavy Hand
Trump told to sell stake in new Washington hotel
Some of Trump's Economic Stats Are True

Geopolitics & terrorism
How Moscow Aimed a Perfect Weapon at the U.S. Election
Top EU Diplomat Says Bloc Is Ready for Trump

Industries & companies
Energy: Exxon Faces Dilemma on Rex Tillerson’s Pay
Financials: Goldman Sachs shake-up elevates Solomon and Schwartz
Financials: The New Crop of Potential Blankfein Successors at Goldman Sachs
Health Care: U.S. Files First Charges in Generic Drug Price-Fixing Probe
Industrials: GE sees higher 2017 operating profit, sticks to 2018 EPS target
Industrials: GE’s Software Future Starts With Selling Computer Hardware
Retail: Amazon Makes First Commercial Drone Delivery
Retail: Retailers’ Discounts Run Deeper This Holiday Season
Retail: Retailer Wal-Mart de Mexico to invest $1.3 billion in Mexico
Tech: The Great A.I. Awakening

  Dec 14

Short-Term Funding Costs Hit Highest Level in Seven Years
Dow Rises, Nearing 20000 Milestone
Morgan Stanley’s Kelleher Sees ‘Over Exuberance’ on Trading

Commodities & currencies
OPEC Deal to Create Oil-Supply Deficit Next Half, IEA Says
Trump’s plans threatened by strong dollar conundrum

Central banks
Buoyant Markets Pose New Challenge for the Fed
Trump Spell on Markets Hasn’t Swayed Economists Judging Fed Path
Yellen Outlook Blurred by Trump Fiscal Plans: Decision-Day Guide

NFIB Report Isn't as Hot as It Seems

Italy’s New Premier Sets Out Priorities Before Confidence Vote
UniCredit to Raise $14 Billion, Shed Bad Loans and Cut Jobs in Overhaul

After China’s Hubris, Trump’s Turn
China on Track to Hit Growth Target, but Economists Flash Warning Signs
Chinese Airlines Are Flooding the World With Super-Cheap Airfares

Japan to Change Pensions So They Fall If Prices and Wages Drop

Politics, Not the Fed, Will Shape the Fates of Emerging Markets

US politics I
Trump Picks Exxon Chief for State
Rubio Joins Other Republicans Voicing Concern Over Tillerson
Deals With Putin Helped Fuel the Rise of Tillerson at Exxon
Tillerson in His Own Words
Trump Picks Rick Perry as Energy Secretary
Trump's Treasury Pick Has a $230 Million Blemish on His Record

US politics II
Border Tax: New Approach to Corporate Tax Law Has House G.O.P. Support
Techs & Trump: Nowhere to Go But Up
Trump’s Punitive Power Over Companies Appears Hedged
IBM Lays Out Plans to Hire 25,000 in U.S. Ahead of Trump Meeting
Donald Trump Says Sons ‘Plus Executives’ Will Run Business Operations

Geopolitics & terrorism
Trump Isn't Alone in Planning Billions More on Military Spending
Moscow Sees Opening in Trump Pick
Democratic Senators Seek Formal Russian Hacking Assessment
Trump: Moving U.S. Embassy to Jerusalem ‘Very Big Priority’

Industries & companies
Autos: US wants rules new cars must ‘talk’ to each other within 5 years
Energy: New Exxon Leadership Would Face Tough Set of Challenges
Energy: Fracking Can Taint Drinking Water, EPA Report Finds
Financials: Wells Fargo to face restrictions after failing ‘living-will’ test
Financials: Charles Schwab Joins Wave for Robo Services With Human Element
Retail: UPS, FedEx Struggle to Keep Up With Surge in Holiday Orders
Retail: Nike Doubles Down in Its Battle for the CrossFit Crowd
Tech: Google Parent Forms New Driverless-Car Company

Where Were Trump’s Votes? Where the Jobs Weren’t

  Dec 13

Trump rally could mark biggest postelection stock market rise since Hoover
Morgan Stanley Has Four Reasons Why It's Different This Time for the U.S. Dollar
Exchange-Traded ‘Zombies’ Stalk Markets
Blackstone Explores Infrastructure Business

Oil Soars on Plans for Output Cuts
OPEC-Russia Deal Could Drain Almost Half the Global Oil Surplus

FRB-ATL: A Healthy Labor Market Still Includes Many Puzzles
There’s an Antidote to America’s Long Economic Malaise: College Towns

Incoming Italian PM retains majority of Renzi cabinet
Monte dei Paschi to press ahead with last-ditch private capital increase

Japan October core machinery orders rise, beating expectations

South Korea's Terrible, Horrible, No Good, Very Bad Year

US politics
Goldman’s Gary Cohn Named Director of National Economic Council
Trump Rips Major Government Contractors -- Who’s Next?
Trump Targets F-35 Program in Latest Dig at Defense Costs
Bezos, Sandberg Attending Trump Technology Summit

Geopolitics & terrorism
Why Trump Raising Doubts About ‘One-China’ Is a Big Deal
Listen Closely: Trump Proposes Big Mideast Strategy Shift
McConnell Joins the Call for Probe Into Russian Hacking
McConnell, Ryan Back CIA After Trump’s Attacks on Hacking Probe
How U.S. Could Retaliate for Russian Intervention

Industries & companies
Energy: Bill Gates Among Rich Individuals Backing $1 Billion Energy Fund
Financials: The Goldman Bankers Considered Most Likely to Replace Gary Cohn
Media: Redstone family calls off Viacom-CBS merger talks
Retail: High Court Sidesteps Fight on Online Sales Tax Rules
Tech: Apple Held Talks to Invest in SoftBank Technology Fund

Panasonic Takes Item Out of Bagging Area: Human
Augmented Reality Moves Into the Workplace

IMF's Lagarde says confident ahead of hearing in Tapie case

  Dec 12

Get Ready for Dow 20,000
As Dow Nears 20000, Jeremy Siegel Gets a ‘Told You So’ Moment
Broadening Trump Rally Christens a New S&P 500 Champion Each Day
The Donald Trump Stock Bump Is about Goldman
Stocks: Beware the Early Days of January

OPEC, Russia see smooth road to global deal on output cut
OPEC Has a Deal, But Will Its Members Comply?

Corporate finance
M&A Seen Surging in 2017, but Deal Size to Drop
U.S. Share Buyback Authorizations Sizzle in November

Central banks
Central Bankers’ Zeal for the ‘Natural Rate’ Draws Skeptics
Chasing Interest Rates Higher
ECB Delivering a Dovish Taper Reinforces Bets on Euro Parity

Trump’s Honeymoon Begins: Confidence in the Economy Is Booming
Consumers Feeling More Confident
Rising Mortgage Rates Could Threaten Housing Demand
For Millennials, Is the American Dream Dead?

Italy Survives "No" Vote and Dodges Disaster
Italy’s Premier-Designate Asked to Form New Government

China Faces Off Against World on Trade
China: Renminbi stalls on road to being a global currency

Turkey’s Autocratic Turn

US politics I
Team Trump’s Wealth Soars Past $12 Billion
Goldman COO Asked to Head Trump’s National Economic Council
Trump gives Wilbur Ross wide trade policy powers
Trump Names Dow Chemical CEO Liveris to Lead Manufacturing Council
Trump Taps Cathy McMorris Rodgers to Head Interior
Trump tests unions by picking fast-food boss for labour job
Trump Defends His Likely State Pick as ‘World-Class Player’
Rick Perry Is Trump’s Top Candidate for Energy Secretary
Giuliani pulls out of consideration to serve in administration: Trump

US politics II
The Millions Trump’s Businesses Made From His Campaign
Heed Donald Trump’s deeds, not his tweets
Obama, Trump Forge a Rapport
Trump team memo on climate change alarms Energy Department staff
Trump Team Memo Hints at Big Shake-Up of U.S. Energy Policy

Geopolitics & terrorism
Protectionist Impulse Poses Threat to Global Growth, Warns BIS
Russia Hacked Republican Committee but Kept Data, U.S. Concludes
CIA says Russia intervened to help Trump win White House
Trump Dismisses Reports of Russian Interference in Election
Mitch McConnell brushed back CIA Russia allegations
Pentagon to Show Trump Tougher Options For Fighting Islamic State

Industries & companies
Consumer: PepsiCo Wants to Sell Healthy Food, Consumers Want Chips
Financials: The Gravity of Bank Stocks
Tech: Americans Are Paying Apple Millions to Shelter Overseas Profits

How Will AI Impact How We Work, Live and Play?
Automation Can Actually Lead to More Jobs

Report Shows Vast Reach of Russian Doping: 1,000 Athletes, 30 Sports
American psyche: Michael Lewis on the triumph of irrational thinking
Leon Cooperman Seeks Dismissal of SEC’s Insider Trading Case

  Dec 10

Raging Stocks, Fed Fears Trigger ‘Dislocation’ in Global Markets
French bonds weaken as investors sound political alarm
Investors Flood Into European Financial ETF by Record Amount After Draghi's Non-Taper Taper
OECD Pensions Outlook 2016

OPEC’s Historic Deal Won’t Be Enough to Drain Oil Stockpiles

Central banks
E.C.B. Extends Bond-Buying Program to Protect Eurozone Economy

Consumer Confidence in U.S. Surges Thanks to Optimism About Trump
In Trump stronghold, jobs aplenty, but paychecks thin

Italy’s Five Star looks to prove its shine to centre ground
ECB Rejects Monte Paschi Bid for More Time on Capital
Monte Paschi mulls immediately triggering precautionary recapitalization
Spanish Leader Calls for Push Against Populism

Inflationary pressures are stirring in China

Korea’s Park Impeached as Protesters Vent Anger Over Corruption
Brexit, Trump Tide of Populism Swamps South Korea President Park
South Korea Impeachment a Fresh Blow to Global Order
India's industrial output unexpectedly contracts in October

US politics
Trump's Challenge to Traditional Economics
Trump defends wealthy Cabinet picks: I want people who 'made a fortune'
Trump’s Cabinet Picks Signal Coming Deregulation Moves
Goldman’s Cohn Is Top Candidate for Key White House Economic Post
Democrats plot uphill fight against some Trump nominations
GOP Proposal to Change Taxation of Imports and Exports Raises Questions
Trump Team Looks for Ways to Keep Nuclear Power Alive
Trump Team Plans to Dismantle Obama’s Energy Legacy
GOP Faces Timing Dilemma on Health-Law Replacement

Russia’s Military Buildup on the Baltic to Test Trump on NATO
Russia Sees Trump More Committed to Terror Fight Than Obama

Industries & companies
Consumer: Coke Names New CEO as Soda Giant Grapples With Shifting Tastes
Financials: Wells Fargo Likely Faces Regulatory Downgrade, Harming Its Prospects
Media: Time Inc. shares jump more than 8% on reports it has hired bankers
Media: Fox Reaches $14.2 Billion Preliminary Deal to Buy Rest of Sky
Retail: Restoration Hardware cuts its outlook, blames the election, and its stock is crashing
Tech: Facebook’s Plan to Keep Zuckerberg in Control Was Flawed, Lawsuit Says

How Sugar Helped Hook America on Cigarettes

  Dec 9

The Dream Stock Market
A Fast Thousand Points on the Dow Just Isn’t What It Used to Be
ECB policy decision sparks volatility for euro and government bonds
The End of the Bond Bull Market Will Hurt Stock Investors Too
Nomura Has 10 'Gray Swan' Risks That Could Roil Markets in 2017

Central banks
Tweaks but No Tapering From ECB
Draghi Says $2.4 Trillion Stimulus May Not Be Enough for ECB | Press Conference
Draghi insists ECB trim is different from a taper
ECB: ECB adjusts parameters of its asset purchase programme
ECB: Eurosystem introduces cash collateral for PSPP securities lending facilities

Economists Say Many of the Lost Factory Jobs Gone for Good
More U.S. Factory Workers Are Saying ‘I Quit’
Barely Half of 30-Year-Olds Earn More Than Their Parents

China forex reserves fall at fastest rate since January
China’s statistics chief admits some economic data are false
Chinese trade data shows signs of industrial recovery
US interest rate rises set to expose China’s frailties
Trump Agenda Could Be Good News for China Exports

U.S. Chamber Tells Mexico It Will Defend Nafta From Trump
Surge in Dollar Provokes Jitters in Emerging Markets Around World
Putin Caps a Turnaround Year With Rosneft Deal Beating Sanctions
South Korea parliament introduces bill to impeach Park; vote due Friday

US politics
Trump’s Cabinet Picks Signal Coming Deregulation Moves
Trump Picks Fast-Food Executive as Nominee for Labor Secretary
Trump Is Staffing His Administration with TPP Supporters
Trump could privatize nation's air traffic controllers
Union boss: Trump 'lied his a-- off' about Carrier deal
How Trump’s Web of Businesses Obscures Potential Conflicts

Geopolitics & cyber-security
British spy chief says Islamic State plotting attacks as Russia makes 'desert' of Syria
Syrian Rebels Pin Hopes on Trump
ThyssenKrupp secrets stolen in 'massive' cyber attack
Georgia Says Someone in U.S. Government Tried to Hack Its Computers

Industries & companies
Airlines: Airline Profits to Reach Record Heights Before 2017 Descent
Retail: Amazon Says It Doesn’t Plan to Open 2,000 Grocery Stores

Buzz Feed: Producer-In-Chief
Best Windows Laptops of 2016: Which One Should I Buy?

  Dec 8

U.S. Stocks Rise to Records, Bonds Gain on ECB Stimulus Optimism
Strong Dollar Has Companies Counting the Cost—And Opportunities
Gross warns investors of the ‘negatives’ of Trump policies

Central banks
Draghi Seen Ready for QE Sprint in ECB Easing Finale
Private 2010 Records Show Dudley’s Staff Urging Bold Fed Action

U.S. Job Openings Remain Elevated in October, Near Record Level
It’s Time to Buy a House

Italy preparing to take controlling stake in Monte dei Paschi
Italy demands more time from ECB to rescue Monte dei Paschi
Like Trump, Europe’s Populists Win Big With Rural Voters
Angela Merkel Calls for Ban on Full-Face Veils in Germany

Chinese foreign reserves slide as yuan falls
China’s Currency Didn’t Really Drop, Despite Jitters Over Trump
China premier says steady growth this year to lay good foundation for 2017
China’s Banks Are Hiding More Than $2 Trillion in Loans

US politics I
Trump's Cabinet is starting to look like one of the most storied units of the Iraq War
Trump's cabinet picks look like he’s going to revive the war on drugs
Trump Chooses Defense Chief With Success but Divergent Views
Trump Taps Harsh Critic of EPA to Lead Agency
Trump chooses pro-wrestling magnate Linda McMahon to head the S.B.A.

US politics II
Supply-side guru Arthur Laffer hails Trump’s tax policy
Why Trump's Fiscal Plans Might Not Blow Up the Budget
TRUMP: 'We have to look' at trade 'almost as a war'
US Steel wants to accelerate investments, bring back jobs, CEO says
Trump claims credit for $50 billion investment by Japanese firm
Trump vows to bring down drug prices, doesn't say how

US politics III
Business wary of Twitter blasts from Trump’s bully pulpit
Trump Says He Will Personally Negotiate Air Force One Price With Boeing
Boeing Sweats Under Trump Twitter Limelight
Air Force One Costs Billions of Dollars Because It’s a Flying White House
For Hillary Clinton and Boeing, a beneficial relationship
Trump Fires Adviser’s Son From Transition for Spreading Fake News
House Turns Aside Vote on IRS Chief Impeachment
Members of Congress Look to Change Food-Stamp Program Rules

Trump lays out non-interventionist U.S. military policy
China calls Iowa's Branstad 'old friend' after report he picked as ambassador
'Rookie' Trump must fall into line: China media
Bob Dole Worked Behind the Scenes on Trump-Taiwan Call
Trump Victory Spurs Israeli Talk of West Bank Annexation
Israel said to target Damascus airport in second Syria strike in a week
Saudis Bankroll Taliban, Even as King Officially Supports Afghan Government

Industries & companies
Health Care: U.S. Senate joins House to pass sweeping new health bill
Media: AT&T CEO: Time Warner Deal Would ‘Disrupt’ Cable TV Model
Pharma: Pfizer Fined $107 Million for Overcharging U.K. for Epilepsy Drug
Tech: Apple supplier Foxconn is in preliminary discussions to expand its US operations
Tech: Google Says It Will Run Entirely on Renewable Energy in 2017

Hollywood Reporter: TWX CEO: Democrats Were Bigger First Amendment Threat Than Trump
How to Make California Great: Secede, With a Little Help From Putin
Obama Defends His Antiterror Strategy

  Dec 7

One Historic Lens Says Trump Stock Market Lovefest Just Starting
Exchange traded funds: taking over the markets
Rout shrinks universe of negative yielding bonds by $2.5tn
Oil Falls From 16-Month High as OPEC Production Keeps on Rising

U.S. Productivity Rose at 3.1% Rate in Third Quarter
U.S. Trade Deficit Widened Sharply in October

For Europe’s Unity, 2017 Will Be a Year of Reckoning
Europe Caught in Headlights as Populists Hinder ‘Radical’ Change
Even the Land of Social Equality Is Feeling Populist Tremors
Carney warns about popular disillusion with capitalism
EU Offers Greece Near-Term Debt Relief, Demands More Reforms
Eurostat: GDP up by 0.3% in the euro area and by 0.4% in the EU28

Italy Voters Deliver Blow to Battered Euro Project
Europe’s Left Loses Further Ground With Matteo Renzi’s Resignation
Why Italy's referendum is not the same as Brexit or Trump results
What can be done to stop an Italian banking crisis?

EU companies in China hit by new exchange controls
Rumors of sharp drop in China’s yuan swirl on social media
China Is Transforming Southeast Asia Faster Than Ever

US politics
Trump’s Growth Plan Faces Hurdles
Republicans Resist ‘Retribution’ Against Offshoring of Jobs
Kevin McCarthy says he won't back Trump's plan for huge tariffs
United Tech CEO says Trump deal will lead to more automation, fewer jobs
Trump Says U.S. Should ‘Cancel Order’ for New Air Force One, Citing Costs
SoftBank CEO Tells Trump He’ll Invest $50 Billion in [US] Startup
Will America Pay to Protect Trump Buildings All Over the World?
Joe Biden predicts he will run for president in 2020, adds that he is not yet 'committed'

Commentary: Trump’s brave new world of Twitter diplomacy
Wooed by Trump, Taiwan Trembles
The Times UK: Enclaves of Islam see UK as 75% Muslim

Industries & companies
Financials: Auto Lenders Scaling Back Loans to Subprime Borrowers
Financials: Blackstone Going Public on $10 Billion Foreclosures Bet
Financials: Wells Fargo CEO Expects Scandal Fallout to Cost Tens of Millions of Dollars
Retail: Amazon Hopes to Deliver on Thousands of Grocery Stores
Retail: When the Checkout Lines Go Away

The Economy’s Hidden Problem: We’re Out of Big Ideas
Silicon Valley Stumbles in World Beyond Software

The Pessimist's Guide to 2017
Bell Tolls for London’s Whitechapel Foundry, Which Made the Liberty Bell and Big Ben
Google Looks for ‘Conservative Outreach’ Manager After Trump Win

  Dec 6

The euro had a great day despite the Italian referendum result
The Markets Are Keeping Their Cool Over Italy
Rally Boosts Global Dominance of U.S. Stocks
Absent From Trump Rally in Stocks? Insider Buying
There’s a Big New Investor in Stock Markets: The State
US corporate bonds: The weight of debt
Oil tops $55 for first time in 16 months as OPEC deal fuels buying
A pensions time bomb spells disaster for the US economy

Central banks
Dudley Says He Favors Somewhat Tighter Fed Policy Over Time
U.S. fiscal picture unclear; rate-hike plan stays for now: Fed's Dudley
Bullard: The Low Real Interest Rate Regime Post-Election: Is There a Switch?
ECB Buys Record Amount of Debt as QE Frontloaded Before Holidays

U.S. Service-Sector Activity Surged in November
US service providers are getting bombarded with new orders

Manuel Valls prepares to announce French presidential bid
Austria Rejects Anti-Immigrant Presidential Candidate

Italy I
Italy Sinks Into Political Limbo as Defeat Sweeps Renzi Away
Italy’s Renzi Tenders Resignation to Italian President
Italy Set for Fresh Bout of Uncertainty After Vote
What Next for Italy After Renzi’s Resignation? Q&A
Everything You Need to Know About Italy's Five Star Movement

Italy II
No Roman Holiday for Investors in Italy
Monte dei Paschi readied for state bailout after Renzi defeat
Monte Paschi Leads Italian Banks Lower After Defeat
Italian Debt Yields Soar on Referendum

China's demographic future has a big problem

US politics
Trump revels in the secretary of state show
Carson accepts Trump's offer to head U.S. housing department
Trump’s tax plans favour the rich and will hamper economic growth
Summers: Taxes: Trump Should Copy Reagan
Mankiw: Want to Rev Up the Economy? Don’t Worry About the Trade Deficit
House Leader Says a Tax Overhaul Would Be Better Than Tariffs For Retaining U.S. Jobs
Trump, Gore Meet on Climate After Talks Opened With Ivanka

Geopolitics & terrorism
Donald Trump slams China as currency, trade manipulator, enters South China Sea debate
China: Trump Team Is ‘Clear’ on Taiwan’s Importance to Beijing
The US military now sees Russia as its biggest threat

Industries & companies
Autos: Volkswagen Takes Challenge To Uber, Lyft
Energy: Dakota Pipeline Project Halted as Permit for Last Leg Is Denied
Energy: Australia’s BHP Billiton Wins Bidding for Stake in Mexico’s Trion Oil Field
Financials: Collapse of Long-Term Care Insurer Reflects Deep Industry Woes

BERNSTEIN: China's insane spending on robotics is fundamentally changing capitalism
Cloud computing titans battle for AI supremacy

This picture sums up the political chaos of 2016 perfectly
Boring Wall Street Analyst Notes Are Out. Bold, Funny Are In

  Dec 5

Euro Slides to 20-Month Low as Renzi Concedes Referendum Defeat
Wall Street Turns Bullish on Trump
Fidelity's Biggest Stock Mutual Fund Is Now an Index Fund

Credit Restrictions Cost Home Buyers ‘Deal of a Lifetime’

Italy PM Renzi says he will resign following referendum defeat
Austrian Freedom Party Loses Presidential Vote to Van der Bellen

Pockets of Opportunity in Emerging Markets
Who’s Taping Whom? Paranoia Infuses Brazil’s Scandal-Ridden Politics

US politics I
Trump Names Schwarzman, Dimon to White House Jobs Panel
Trump’s wealthy cabinet choices hark back to Gilded Age
Steven Mnuchin, a hardball banker set for the Treasury
James Mattis, Trump’s Choice for Defense, Favors Working With Allies
House adopts massive defense bill, sees changes under Trump

US politics II
Gearing Up for Growth in the Trump Era
The Great Rebuilding
Trump’s Growth Plan Faces Hurdles
Trump's dilemma: slower job growth or rising rates and inflation?
Trump Warns U.S. Companies Against ‘Very Expensive Mistake’
Trump’s Tough Trade Talk Could Damage American Factories
Palin slams Trump for 'crony capitalism' Carrier deal
G.O.P. Plans Immediate Repeal of Health Law, Then a Delay
Tweeter-in-chief rewrites the media’s rule book
Mark Wahlberg: Why celebrities should never talk politics

Geopolitics & terrorism
Iran says extension of sanctions act shows U.S. unreliable
Iran vows 'firm response' unless Obama stops sanctions renewal
China Treads Carefully After Trump’s Taiwan Call Gives Jolt to Ties
Obama Moves to Block Chinese Acquisition of a German Chip Maker
China's Xi says military must be smaller, but more capable
Trump a clever man: Putin
Egypt and Turkey Soften Positions on Syria, Benefiting Assad

Industries & companies
Energy: Electric Cars Could Take a Big Bite From Oil Demand
Financials: A Good Time to Bet on Bank of America
Financials: Small banks rally pauses but may not be over yet
Financials: Trump Treasury May Mean Independence for Fannie and Freddie
Real estate: New S&P 500 Sector Has Slumped Since Its Debut
Retail: Retail’s Rising Tide

AI Makes Strides, but Has a Long Way to Go

You’re Buying a Home. Have You Considered Climate Change?
Mansions Aren't Such Great Investments

  Dec 3

An accord that spells the beginning of the end for Opec
OPEC Confounds Skeptics, Agrees to First Oil Cuts in 8 Years
OPEC Deal Can Work, But ‘We Tend to Cheat,’ Al-Naimi Says

Central banks
Drop in Jobless Rate Keeps Fed on Track For Rate Increase
Exclusive - ECB to extend asset buys but may signal eventual end
QE infinity eyed in Europe if Renzi loses crucial Italian referendum

Taxes Under Trump: Almost Everyone Pays Less; Richest Pay a Lot Less
U.S. Jobless Rate Hits Lowest Level Since Recession
America’s Job Market Gets Tighter, as Wage Drop Seen as Blip
Labor force participation ticks down
Trump Inherits a Jobs Market That’s Healthy But Shows Signs of Trouble
Trump is about to inherit the 'strongest overall job market in a generation'

Italy Referendum to Set Renzi’s Fate
With Populist Anger Rising, Italy May Be Next Domino to Fall
The world's oldest bank could be on the brink of a bailout
Hollande of France Won’t Seek Re-election
Valls aims for Socialist crown after wielding knife on Hollande

PBOC Headache Worsens as New $50,000 Conversion Quota Looms
China tightens gold import quotas to curb dollar outflow
China capital curbs sow doubt over renminbi ambitions

US politics I
Trump picks legendary Marine Gen. Jim Mattis for defense secretary
Jim Mattis Is Going to Make the Military Great Again
Pence Says Administration Planning Ambitious Agenda
Donald Trump Warns of Penalties If U.S. Firms Take Jobs Abroad
Summers: Trump’s Carrier Deal – Ad Hoc Deal Capitalism
Some Other States Are Wary After Jobs Deal at Carrier

US politics II
Trump Exults in Victory and Mocks Critics at Ohio Rally
Wisconsin Clerks Begin Recount Requested by Stein
Meeting between Clinton and Trump campaign aides descends into a war of words

Geopolitics & terrorism
The American Interest: Donald Trump’s New World Order
Donald Trump risks China rift with Taiwan call
China, Grappling With Trump, Turns to ‘Old Friend’ Kissinger
China Seizes Opening in U.S. Backyard as Trump Upends Policy
Obama to Block Second Chinese Deal on Security Concerns
Trump team looks at new non-nuclear sanctions on Iran
Iran says U.S. extension of sanctions act violates nuclear deal
A Subdued Vladimir Putin Calls for ‘Mutually Beneficial’ Ties With U.S.
The North Korean nuclear threat is looming larger
With Trump Threatening Nafta, Canada Opens Its Doors to Mexicans

Industries & companies
Autos: CEO Says Ford Still Moving Small-Car Output to Mexico
Energy: BP approves $9 billion Mad Dog project in Gulf, a first since spill
Financials: Regulator Will Let Online Lenders Act More Like National Banks
Media: The evidence is piling up that Trump will let AT&T buy Time Warner
Restaurants: Starbucks CEO Howard Schultz is stepping down
Restaurants: McDonald's Unveils Job-Replacing Self-Service Kiosks Nationwide
Retail: One detail in the jobs report should unnerve the retail industry

Stephen Hawking: Automation and AI is going to decimate middle class jobs
Will Ivanka Trump’s China-Made Clothing Line Survive Her Dad’s Trade War?

  Dec 2

Markets swing violently against Italy without clear idea of outcome
Investors See Opportunities in Europe’s Political Stress
Bank of America Says We Might Be Seeing a Sign of the Bull Market's End
Gross Warns That Trump Rally Built on False Promise of Growth
Global Bonds Suffer Their Worst-Ever Monthly Meltdown
Oil rally likely short-lived

Global factories had bumper November but growth may have peaked

U.S. Manufacturing Activity Expanded in November
6 million Americans have stopped paying their car loans, and the Fed is worried
Delinquencies Rise on Growing Volume of Subprime Auto Loans
The Really Rich Got Richer, According to IRS’s Top 400

Here's why there's a huge chance that Italians will vote 'No' in the referendum
A No vote in the Italian referendum will derail essential reforms
Five Star fights for Matteo Renzi’s scalp in Italian referendum
Fillon Pitches Bitter Economic Medicine in French Presidency Bid
François Hollande will not seek second term
Austrian Anti-Immigrant Party Forges Ties to Trump

Foreign Firms Face New Clampdown for Getting Money Out of China
India’s Cash Crackdown Hits Gold Pawners

US politics
How Trump Plans to Keep Jobs in America: Pressure and Promises
Trump's 2 deals to save US manufacturing jobs have both come with a catch
Fears ebb of Trump blocking AT&T’s $85bn Time Warner deal
Mnuchin Made Millions From Financial Crisis
Trump’s Economic Cabinet Picks Signal Embrace of Wall St. Elite
Trump's Twitter addiction could reshape the presidency
Anti-Trump forces launch attack on Electoral College

Geopolitics & terrorism
Putin curbs anti-Western rhetoric, says wants to get on with Trump
Syrian rebels in secret talks with Moscow to end Aleppo fighting
Trump spreads delight and dismay with phone call to Pakistan
Hackers Hit Saudi Arabian Targets. Was It Iran?

Industries & companies
Industrials: Carrier Will Receive $7 Million in Tax Breaks to Save Jobs
Materials: Glencore to Resume Dividend With $1 Billion Payout Next Year

Gingrich: 'You've never seen a wealthy adult … suck up at the rate that Mitt Romney is sucking up'
Obama muses over what he'll miss about the White House

  Dec 1

Why the Trump rally could heat up into year end: JPM Strategist
The Latest, Greatest Threat to the Euro: Populism

OPEC Agrees to Cut Production in Drive to End Global Glut
OPEC agrees first output cut since 2008, details unclear
Iran Wants Much Steeper Saudi Oil Cut: OPEC Source

Industries & companies
Health Care: Health industry breathes easier as post-Obamacare path stabilizes
Retail: AWS could be Amazon's biggest business
Retail: Cyber Monday sales biggest online shopping day in U.S. history

Central banks
Fed 'will be on its toes' for impact of fiscal policies: Kaplan

Fed Says U.S. Economy Continued to Expand Across Most Regions
Consumer spending, income increase in October
U.S. private sector adds 216,000 jobs in November: ADP

Eurostat: Euro area annual inflation up to 0.6%
Italy’s Bonds Advance as Auctions Draw Strong Investor Demand
French Election Hints at a European Shift Toward Russia

China Tightens Controls on Overseas Use of Its Currency
Despite Climate Change Vow, China Pushes to Dig More Coal

US politics I
Republicans in Congress have a tax plan for Trump
Trump Cabinet picks: Ross and Mnunchin's exclusive interview with CNBC
Trump's Treasury pick targets taxes, trade reforms: report
Treasury Pick Says ‘No Absolute Tax Cut’ for the Wealthy
Cabinet Pick Wilbur Ross Has Used Trade to His Benefit
Tom Price, H.H.S. Nominee, Drafted Remake of Health Law
Romney heaps praise on Trump after dinner
WARREN: Trump's Treasury secretary is the 'Forrest Gump of the financial crisis'

US politics II
Wall Street Wins Again After Trump Chooses Bankers and Billionaires
How Trump Is Like Woodrow Wilson
Nancy Pelosi gets re-elected as Democratic House leader
Top Trump advisers cheer as Democrats keep Nancy Pelosi as House leader

US politics III
Give Trump's Infrastructure Plans a Chance
Can the U.S. Become an Energy Super Power in 2017?
Trump's economic plan is 'well-done steak and putting it on broil'
Trump says will leave business to focus on running country
Trump flag-burning tweet leads activists to burn some flags in New York

Geopolitics & terrorism
NATO officials talking about increasing defense spending to prove Trump wrong
CIA's Brennan says tearing up Iran deal would be 'folly'
Germany Arrests Suspected Islamist Mole in Spy Agency
Ohio State attacker may have been inspired by overseas militants, FBI says

How baby boomers became the most selfish generation
The Man Who Stands Between Earth and Asteroid Armageddon

  Nov 30

Can Stocks, Bonds, Metals, Currencies All Be Wrong About Trump? Yes
ALLIANCEBERNSTEIN: Here are the 12 most crowded US stocks
Asia Is About to Face a Significant Dollar Stress Test

OPEC Discord Sends Oil Prices Lower
In OPEC’s High-Stakes Poker Game, Iran and Iraq Call Saudi Bluff
From Peak Oil to Peak Oil Demand in Just Nine Years

Central banks
Fed’s Powell Says Case for Rate Hike Has ‘Clearly Strengthened’
PBoC sets renminbi fix stronger for second day

Data show Trump to inherit strengthening US recovery
Corporate Earnings, U.S. GDP Experience Stout Expansions
U.S. Consumer Confidence Rose in November
U.S. Home Prices Recover Ground Lost During Bust
Why Are Developers Still Pouring Billions Into Waterlogged Miami?

Italy: The Next Stop on Populism’s Global March
Italian Banks’ Future Hangs on Sunday’s Referendum
What Italy’s Constitutional Referendum Means for Banks
Monte dei Paschi’s Future Hangs on Italian Referendum
Monte Paschi Said to Say State Aid an Option If Rescue Fails

China's Old Economy Is Roaring Back to Life
Bright hopes for China’s private sector have dimmed
China is tightening controls to limit capital outflows
China Looks to Loosen Job Security Law in Face of Slowing Growth

Numbers of Japanese Elders in Workforce Soar
Millions of Japanese Over 35 Still Live With Mom and Dad

South Africa’s Zuma Survives ANC Coup

Industries & companies
Airlines: Supersonic Is Coming Back. Will the Airlines Buy It?
Financials: Number of ‘problem’ banks at seven-year low
Health Care: Drug, Medical-Device Bill Headed for Floor Votes
Materials: Praxair revives bid to create $60bn gas giant with rival Linde
Retail: Investors in Retail Stocks Bet on Lower Corporate Taxes

US politics
GOP Eyes Lightning Strike on Obamacare to Kick Off Trump Era
Trump Signals Big Health Policy Changes Are Coming
Trump Taps Obamacare Foe to Lead HHS
Trump Picks Elaine Chao as Transportation Secretary
Trump Plans to Name Steven Mnuchin as Treasury Secretary

US politics II
FBI and NSA Poised to Gain New Surveillance Powers Under Trump
Donald Trump Faces Obstacles to Resuming Waterboarding
Trump rips CNN in tirade over his baseless voter fraud claims
A growing number of economists are beginning to reevaluate Trump's protectionist stance
Texans Hope Trump’s Nafta Rhetoric Is Just Talk

Intel to Team With Delphi and Mobileye for Self-Driving Cars

Debating What's Wrong With Macroeconomics

  Nov 29

Will Political Reality Derail Markets’ Bet on Donald Trump?
Morgan Stanley: These 12 stocks have the most downside

Saudis Temper Call for OPEC Production Cuts as Russia Digs In
How Iran, Russia Could Derail Oil-Production Deal

Central banks
Boost to infrastructure spending could help Fed, says Fischer
OECD: BOJ needs to keep easing but should monitor risks

How much would products cost if they were made in the US?

What Will Italy’s Referendum Mean for the Euro?
France could be the next domino to fall
French Presidential Front-Runner Is Actually a Conservative
France Flirts With a Free-Market Revolutionary
EU targets ‘too big to fail’ clearing houses

China’s New Tool for Social Control: A Credit Rating for Everything

Abenomics and Aging Equals Health-Care Jobs for Women in Japan

US politics I
Trump’s infrastructure plans win backing from OECD
Trump’s Spending Push Rankles Some in GOP
An Ayn Rand-Loving Banker Huddles With Donald Trump
How to Kill the Volcker Rule? Don’t Enforce It

US politics II
Trump's latest reality show
Trump Aide Airs Opposition to Romney, Notably Her Own
Combative, Populist Steve Bannon Found His Man in Donald Trump
Trump Claims Millions Voted Illegally, Without Giving Proof
Goodbye to Barack Obama’s world
Donald Trump supporters target billionaire investor George Soros

Industries & companies
Airlines: US ordered to halt illegal tax breaks for Boeing
Energy: Energy Firms Step Up Business Investment
Pharma: Drugmakers Find Competition Doesn’t Keep a Lid on Prices
Retail: U.S. shoppers spend less over holiday weekend amid discounting
Retail: How Amazon Gets Its Holiday Hires Up to Speed in Two Days

Batteries That Make Use of Solar Power, Even in the Dark

Cuba After Castro

  Nov 28

U.S. Stocks Rise to Record With Third Week of Trump Rally
Trump Victory Could Be a Boon to Deal Stocks
Bullish on the Donald Trump Market
More than $5.1bn flows into US stock funds
Bob Doll: There are two Donald Trumps — and two very different market outcomes
Wall Street Borrows From Next Year’s Gains
Municipal Bonds: What to Do as Prices Drop
Trump Era: A Good Change for Hedge Funds

Corporate taxes
Don't Lower Corporate Taxes. Abolish Them.
Cut the Top U.S. Corporate Tax Rate to 22%

Saudis Quit Russia Talks as OPEC Deal No Closer
Oil Industry Anticipates Day of Reckoning

Fears mount of multiple bank failures if Renzi loses referendum
Italy’s banking system needs intensive care
Italian bank stocks slip on Monte dei Paschi rescue plan nerves

A Candidate Rises on Vows to Control Islam and Immigration. This Time in France.
Fillon Leads French Republican Primary as Count Continues
François Fillon on course to stand as centre-right candidate in France

China Has Quietly Hiked Borrowing Costs Through PBOC Operations
China Charts Deeper Focus on Latin America
India’s Rupee Ban Backfires

US politics I
Trump's administration is looking like business as usual in Washington
Trump Adds K.T. McFarland to His National Security Team
Trump Selects Donald McGahn as White House Counsel
Here's why Trump hates the Trans-Pacific Partnership so much
Trump Leans on Carrier to Keep 2,000 U.S. Jobs From Moving to Mexico
How an Illegal-Immigrant Crackdown Could Hit U.S. Economic Growth

US politics II
Republicans face a tough question after unexpectedly sweeping the election
Jill Stein officially files vote recount request in Wisconsin
Trump and His Team Attack Attempts to Recount Ballots
Obama administration throws cold water on vote recount effort

Geopolitics & terrorism
U.N. close to sanctions deal to slash North Korea export earnings: diplomats
Israel Arrests 22 Over Wildfires, as Arson Is Suspected

Industries & companies
Airlines: Boeing Faces WTO Sanctions
Financials: How Much Bank Stocks Can Gain from Higher Rates
Retail: Black Friday’s Slow Death Drags On With Shoppers Migrating Online
Retail: In-store retail is ‘in a period of managed decline,’ former JC Penney CEO says
Retail: Target CEO: Great time to be a consumer in the US
Retail: Retail stock rally leaves few bargains for investors

Watch These Spiderbots Train to Build a City on the Moon
Gigantic Tablets Sneak Into the Workplace

How Fidel Castro rose to power and ruled Cuba for 5 decades
African ant 'supercolony' poised to invade the planet

  Nov 26

Dollar to Benefit if $2.5 Trillion in Cash Stashed Abroad Is Repatriated
Russia to OPEC: Oil Freeze Is All You Get

Central banks
ECB’s Stournaras Says ‘Far Too Early’ to Discuss QE Tapering

OECD Amplifies Call for More Investment Spending

Small-Business Lament: Too Few Mexicans in U.S.
US mortgage applications from homebuyers soar 13%
How China Trade Could Help Explain Rising Mortality Among White Middle-Aged Men

German Domestic Demand Supported Economy in Weaker Third-Quarter
German Business Confidence Holds at Highest Level Since 2014
EU parliament chief to quit, setting stage for Merkel challenge
New Populist Upset? Markets Say France
Irish PM says Brexit ‘impossible’ within two years
Austrian far-right hopeful Hofer may back EU vote

China Issuing ‘Strict Controls’ on Overseas Investment to Limit Capital Flight
A Housing-Market Frenzy Bedevils Beijing

Japan’s CPI Falls Again, Extending Longest Streak Since 2011

Dollar Surge Weighs on Emerging Markets as Copper Extends Rally
Turkey Central Bank Unexpectedly Raises Rates on Lira Plunge
Rupee Plunges to Record as Foreigners Dump Indian Assets
India’s Modi defends demonetisation as backlash mounts
India’s Cash-Canceling Experiment
A Presidential Scandal Transfixes South Korea
European Parliament votes to suspend EU membership talks with Turkey
Erdogan warns Turkey could open gates for migrants if pushed by EU

US politics I
Trump releases Thanksgiving message calling for national unity
Trump Picks Donald McGahn as White House Counsel
Nikki Haley’s Path: From Daughter of Immigrants to Trump’s Pick for U.N.
Betsy DeVos, Trump’s Education Pick, Has Steered Money From Public Schools
Jared Kushner, Cast as Potential Player on Israel, Is Little Known There
Consumer Protection Bureau Chief Braces for a Reckoning

US politics II
Economics to Keep Wind and Solar Energy Thriving With Trump
Trump to Accept Inauguration Funds From Corporations and Big Donors
Clinton Being Pushed to Seek Vote Recount in 3 States
Vote Breakdowns Show How Parties Changed in 2016
It's still the economy, stupid
Facebook’s Fake News Crackdown: It’s Complicated

Geopolitics & terrorism
U.S. Pushes Iran on New Measures to Fortify Nuclear Deal
One by One, ISIS Social Media Experts Are Killed as Result of F.B.I. Program

Industries & companies
Pharma: J&J Makes Takeover Approach for Drugmaker Actelion
Pharma: Eli Lilly’s Experimental Alzheimer’s Drug Fails in Large Trial
Industrials: Deere signals farming equipment downturn near an end
Retail: Black Friday online sales are about to hit an all-time high — here are the top-selling items
Retail: Online Black Friday Sales Gain on Cyber Monday
Retail: Holiday Price War Intensifies as Wal-Mart, Target Pursue Amazon

Solar-Panel Roads to Be Built on Four Continents Next Year
DeepMind has hired AI safety experts to protect us from dangerous machine

What to Do Now, Before the Tax on Capital Gains Is Cut
Our Favorite Gadgets: Best Tech Gifts 2016
The polar vortex is shifting — and it's bad news for winter on the East Coast (BI)
Perils of Climate Change Could Swamp Coastal Real Estate

  Nov 24

Sectors Go Wild: S&P 500 Correlations Crumble
Q&A With Jack Bogle: ‘We’re in the Middle of a Revolution’
OPEC’s Latest Headache: Russian Reluctance to Cut Oil Output

Central banks
Trump Looks to Put Stamp on Fed in First Months of Presidency
Inside the Fed’s November Minutes: The Annotated Meeting | Minutes

U.S. factory, confidence data brighten economic outlook
Soaring Consumer Confidence: Are Americans Happy It's Trump, or Just Happy It's Over?
Data shows U.S. economy strengthening on eve of Trump presidency
Atlanta Fed leaves U.S. fourth-quarter GDP growth view at 3.6 percent

Angela Merkel starts re-election bid as counterpoint to Trump

Pakistan says China to make extra $8.5 billion investments in rail, energy

US politics I
Trump’s Promise of Energy Jobs Clashes With Labor Shortage
How a Trump Infrastructure Bank Could Soak Taxpayers
Trump chooses Nikki Haley for U.N. ambassador
Carson talks with Trump team, says he can make 'inner cities great'

US politics II
Donald Trump’s Demand for Love
Trump Would Have a Hard Time Divesting His Businesses — Even If He Wanted To
Trump puts new focus on US constitution’s emoluments clause
Trump won with lowest minority vote in decades, fueling divisions
The revenge of the 'Oxy electorate' helped fuel Trump's election upset

Geopolitics & terrorism
Why Putin hates America
Iran warns of retaliation if U.S. breaches nuclear deal

Industries & companies
Financials: Big banks' relationship with Dodd-Frank: it's complicated
Health Care: Trump Health-Care Plans Trouble Industry, Jefferies Survey Finds

Siberian Snow Theory Points to an Early and Cold Winter in U.S.
Investment Funds Get Millions to Stay in Connecticut

  Nov 23

Dow Tops 19000 for First Time
These Charts Show That Trump Is Bringing the 1990s Back to Markets
Investors Have Hit the Pause Button on a Number of 'Trump Trades'
EM stocks get reprieve from ‘Trump tantrum’
Steven A. Cohen Makes Move Into Index Funds
SOCIETE GENERALE: Get ready for euro-dollar parity
OPEC to debate oil output cut next week but Iraq, Iran hesitate

Central banks
Wall Street Bets $2.1 Trillion That U.S. Rates Will Rise
Money Markets: Traders see U.S. rate hike as a sure thing in December
European Firms Take ECB’s Cheap Cash, but Don’t Spend It

New U.N. chief says politicians are failing 'losers of globalization'
Trump sinks Asia trade pact, opening the way for China to lead
TPP ‘has no meaning’ without US, says Shinzo Abe
China Touts Its Own Trade Pact as U.S.-Backed One Withers

U.S. existing home sales hit more than 9-1/2-year high
Deutsche Bank: Trump Could Push the U.S. Economy and Stock Markets to New Records

Eurozone consumer confidence rides to 2016 high
Matteo Renzi’s reform fails to resonate in Italy’s poor south
Matteo Renzi: Italy cannot take in 155,000 migrants again next year
François Fillon is an opponent Marine Le Pen will fear

US politics I
Trump ditches political rulebook in 24-hour flurry
Trump Can't Shut Federal Agencies. But He Can Turn Them Off.
Trump’s Day One Vow Can Alter Energy Rules But Not Market Forces
What role for the workers in Trump’s American factory revival?

US politics II
Exclusive Interview: How Jared Kushner Won Trump The White House
Jared Kushner took a very Silicon Valley approach to running the Trump campaign
Trump Meets With New York Times Journalists, Executives
"Economic Nationalist" Steve Bannon’s Plan to Fix America: Part I
Trump condemns alt-right gathering in Washington

US politics III
Trump says keeping 'open mind' on climate change
Trump Dumps Pledge to Prosecute Clinton as He Refines Agenda
Trump Raises Prospect of Keeping Ties to His Firms
TRUMP: I was 'never a fan of the Electoral College,' would 'rather do the popular vote'
Trump’s Foundation Engaged in Self-Dealing, IRS Filing Shows

China Has Warned of Retaliation If U.S. Levies Tariffs
Obama Warns Trump on North Korea Threat
Exclusive: U.S. grants Airbus license to sell 106 planes to Iran

World's skewed distribution of wealth in a single graphic
Financial Planners Play Therapist to Paralyzed Liberals
North Pole temperature rise increases climate fears

  Nov 22

Stocks Hit Trifecta of Closing Records
Small-Cap Stocks Among Big Winners Following Election
Junk-Bond Buyers Bullish on Trump Victory

Central banks
Boost to infrastructure spending could help Fed, says Fischer
Draghi Says Recovery Is Still Reliant on ECB Policy Support
ECB Fears Populist Backlash After Trump's Win-Sources

Global Competition to Cut Corporate Taxes Heats Up
Trump says will quit Pacific trade deal on day one of presidency
Trump Poised to Pressure Mexico on Trade
Don't Bet On a Crash From a Trump Trade War
APEC leaders vow to fight protectionism, look to China on trade

Why Investors Shouldn't Get Overly Excited About a Trump Fiscal Boom
There's a problem with the conventional wisdom you're hearing about a Trump stimulus
Trump’s Offshore Cash Plan Will Benefit Investors Not Jobseekers

Sarkozy bows out as Fillon trounces French centre-right rivals
Marine Le Pen looms over a Trumpian world
EU’s New Bomb Is Ticking in the Netherlands

US politics I
After Years of Turmoil, Republican Tax Overhaul Picks Up Speed
Trump Calls for Day-One Executive Actions
Trump Turns Staid Process Into Spectacle as Aspirants Parade to His Door
Inside Donald Trump’s Economic Team, Two Very Different Views
Why Trump's Washington Loves 'Mad Dog' Mattis

US politics II
Donald Trump’s media summit was a ‘f—ing firing squad’
Meet Breitbart News, the site run by Donald Trump adviser Steve Bannon
Twitter's alt-right purge could backfire
Google Search Results Can Lean Liberal, Study Finds
Alt-Right Exults in Donald Trump’s Election With a Salute: ‘Heil Victory’
The last Democratic president?
The End of Identity Liberalism

Geopolitics & terrorism
Trump faces fight over new ‘war on terror’
Putin says Russia will respond to NATO expansion: RIA
Obama Seeks to Bolster Iran Deal
Iran's Guards using Trump victory to claw back power

Industries & companies
Financials: Citigroup heads Financial Stability Board’s systemic risk list
Financials: For Analysts, Trump Can Literally Make Everything Great Again
Tech: Tech worker visas face uncertain future under Trump, Sessions

The Climate Change Skeptics Are Taking Over
Affluenza Anonymous: Rehab for the Young, Rich, and Addicted
Japan Earthquake Triggers Tsunami Near Fukushima
Reckoning With ‘The Big One’ in California—and It Just Got Bigger

  Nov 21

Small-Cap Rally Has Legs
As Bonds Fade, So Does Consumer Staples’ Allure
Tom Lee: This market rotation was already happening—the election just supercharged it

Bonds & currencies
Bonds Suddenly Look Like a Bargain
Is the Rush Out of Bonds Overdone?
Looking for a Haven? Try Junk Bonds
Taming Federal Debt: The Case for 100-Year Bonds
Dollar Parity Is in Sight for Euro

Iran Optimistic on OPEC Production Cuts After Barkindo Visit
U.S. Oil Drillers Roaring Back to Life

Industries & companies
Autos: Blindsided by Trump Tweet, UAW Meets With Ford on SUV Plan
Autos: Ford’s Kentucky Pivot Is an Olive Branch to Trump
Autos: Ford Move, Cited as Victory by Trump, Has No Effect on U.S. Jobs
Financials: Insurer AIG in mortgage lending push
Materials: Rio adviser’s links to Guinea president raise bribery questions
Tech: Do Tech Stars Under Obama Face Slump Under Trump?
Tech: Tech Stocks Sell Off, but Future Looks Brighter

Central banks
Fed's Powell says Asian economies should boost domestic demand | Speech

Mortgage Rates Hit 17-Month High

Next Markets Wild Card: Italy’s Referendum
Italy’s referendum holds the key to the future of the euro
Merkel to Stand for Fourth Term as German Chancellor

China Says It Will Continue Working on Trade Pacts
Dollar’s Rapid Gain Triggers Angst in Emerging Markets

US politics I
Trump’s Latest Staff Choices Reflect Campaign’s Firebrand Theme
Here's who Trump has appointed to senior leadership positions
Trump Turns to His Right Flank to Fill National Security Posts
With National Security Choices, Trump Builds Team to Bulldoze Status Quo
Trump's CIA pick supports domestic surveillance, opposes Iran deal
Ex-General and Critic of Islam to Help Guide Trump in White House
Jeff Sessions, as Attorney General, Could Overhaul Department He’s Skewered
Sessions unlikely to go easy on corporate crime
Steve Bannon Says He Is an ‘Economic Nationalist’ Not ‘White Nationalist’

US politics II
Trump's honeymoon with Republicans could end as policy differences emerge
Republican Lawmakers Eye Freeze on Obama Regulations
Trump Climate Denial Catalyzes the World

Iran to Ship Heavy Water Out of Country to Ease Nuclear Conflict
China state media warn Trump against renouncing free trade deals
Pacific Rim nations are scrambling for new free-trade options in the Trump era
Pope decries 'epidemic of animosity' against immigrants, other faiths

The Bitter Feud Behind the Law That Could Keep Jared Kushner Out of the White House

  Nov 19

Ed Yardeni: The bond vigilantes are ‘back – as zombies!’
Trump's Made Equities Great Again, as Investors Flee Bonds
Why Surging Stocks May Not Mean the Economy Trusts Trump
Trump Is Making Bond Markets Nervous
OPEC moves closer to oil output deal as Iran gets new offer

Central banks
US Treasury yields hit new highs on Dudley remarks
Fed’s Bullard Says Trump Policies May Improve U.S. Productivity
FRB-NY: The Final Crisis Chronicle: The Panic of 1907 and the Birth of the Fed

U.S. Consumer Prices Rose in October
The Daily Shot: Inflation is Coming… And Here’s Why
Ritholtz: Last Best Chance for Fixing Roads and Refinancing Debt
A surge in U.S. deportations could swamp an overtaxed system

Next Wild Card for Markets: Italy’s Constitutional Referendum
Final Polls Show Renzi’s Referendum Heading for Defeat in Italy
French presidential primary vote turns into three-man battle
Rise of Populism Tops Anxiety List at Frankfurt Banking Meeting
Tweet: "Next big votes to watch?
German finance minister sees no room for euro zone fiscal stimulus

Hot China house prices cool in October as curbs on speculation bite
China Presses Tech Firms to Police the Internet
The Emerging Markets' Dollar Problem

US politics I
Trump picks hardliners to head DoJ and CIA
Jeff Sessions Tapped as President-Elect Trump’s Attorney General
Donald Trump Offers Michael Flynn Role as National Security Adviser
Trump Said to Pick Kansas Lawmaker Pompeo as CIA Chief
In Jared Kushner, Trump finds a kindred spirit
Ivanka Trump sat in on landmark talks with Japan's prime minister

US politics II
Trump Says Ford Called to Say It's Keeping SUV Plant in Kentucky
Even Trump Is a Keynesian
Trump Can't Keep His Immigration Promises

US politics III
President-elect Trump nears settlement in Trump University lawsuit
Breitbart: National Public Radio Falsely Links Breitbart to White Separatists
California’s Democrats Are Ready for Political War
The Glory Days of Elizabeth Warren’s CFPB Are Numbered

With Trump win, China looks to seize Asia free trade leadership
Abe Convinced Japan-Bashing Trump ‘Is a Leader We Can Trust’
Fear of Putin and a Baltic War Intensifies With Trump’s Victory

Industries & companies
Autos: Volkswagen cuts jobs closely after emissions-scandal settlement
Consumer: NIKE, Inc. Announces 13 Percent Increase in Quarterly Dividend
Tech: Salesforce soars on big earnings beat
Tech: Apple could make iPhones in US in future: sources

Romer, The Rebel Economist Who Blew Up Macroeconomics
Trump's attorney general pick is bad news for legal marijuana

  Nov 18

Why Bond Vigilantes Are Stirring in Age of Trump: QuickTake Q&A
Ten-Year Treasury Yield’s Surge to 2.3% Vindicates Bond Bears
China’s renminbi hits 8-year low

Central banks
Yellen Says Fed Interest Rate Hike Could Come ‘Relatively Soon’ | Testimony
YELLEN: I plan to serve out my term
In Surprise Move, Bank of Japan to Buy Unlimited Bonds at Fixed Rates

US housing starts jump to a 9-year high
Confidence rebounds for wealthy investors after U.S. election: study
In Maine’s Tight Job Market, Businesses Look to Immigrants
Small Businesses Are Living Longer—But Also Staying Smaller
Divorce in U.S. Plunges to 35-Year Low

Europe at risk of collapse; France, Germany must lead - French PM
Populist Tide Puts Merkel on the Defensive
Italy Inc. Backs Premier Renzi’s Crucial Reform Vote
Goldman Sachs just presented its doomsday Brexit scenario

US politics I
Trump Flouts Traditions Heading Into an Office Defined by Them
Trump team toughens rules on White House lobbyists
Mike Pence to GOP Lawmakers: I’m Your Link to Donald Trump
Trump to Meet With Romney for Potential Secretary of State Pick
Pew: Behind Trump’s win in rural white America: Women joined men in backing him
Senate Democrats’ Surprising Strategy: Trying to Align With Trump
What Will Happen to H-1B Skilled-Worker Visas Under Donald Trump?

US politics II
'It was arrogance' — Clinton staffers explain how she lost key battleground states
Clinton urges renewed 'fight for values'
‘American Democracy Is Bigger Than Any One Person,’ Obama Says
The fact fake news 'outperformed' real news on Facebook proves it's wildly out of control

Trump meeting with Japan's Abe shrouded in confusion
The Scary Reality of Trump's Promises to Israel
Obama Warns Trump Against Cutting Harmful Deals With Putin

Industries & companies
Airlines: A Trade War With China Would Be Bad News for Boeing
Financials: JPMorgan to pay $200m-plus fine for hiring ‘princelings’
Retail: Bezos Invests Billions to Make Amazon a Top e-Commerce Player in India
Retail: Walmart beats on earnings, thanks to the internet

Gig Economy
Dudley: Opening Remarks at the Evolution of Work Conference
Brainard: The "Gig" Economy: Implications of the Growth of Contingent Work
Pew: Gig Work, Online Selling and Home Sharing
Is Growth in the Gig Economy Stalling Out?

Stephen Hawking: Humans only have about 1,000 years left
Donald Trump Digs In at His Tower, Grinding Fifth Ave. to a Halt
How to talk to kids about President Trump
Bob Dylan Says He’ll Skip Nobel Ceremony (He’s Busy)

  Nov 17

Dow is outperforming S&P, Nasdaq in a year when all three are positive
Yardeni Video: Trump's Election Raises Stimulus Expectations
Yuan’s Slide Is Tied More to Economics Than to Trump Win
Unmoored From Reality: DryShips Halted After 1,500% Post-Election Rally
GOLDMAN: Trump is bad news for the world economy

Central banks
Fed Rate-Hike Odds Approach 100% in Anticipation of Trumponomics
Yellen in the hot seat for what's set to be 1st congressional debate on Trump stimulus
What a Trump-Branded Federal Reserve Might Look Like
Fed’s Kashkari Says Election Hasn’t Changed Economic Outlook Yet
America’s on Track to Export a Record Volume of Shale Gas

U.S. manufacturing sector stabilizing; producer prices tame
The $19.8 Trillion Hurdle Facing Higher U.S. Inflation
Trumpflation: Not Now, Maybe Later
US protectionist anti-globalization is similar to Great Depression

After Trump and Brexit, All Eyes Are on Italian Referendum

China Holdings of U.S. Treasuries Decline to Lowest Since 2012
In Trump’s China, Industrial Subsidies Loom Large

Abe calls for wage rises to boost Japanese economy

US politics
What Trump's chief adviser Steve Bannon believes
Trump’s Son-in-Law Could Get Key White House Role
Trump Team Takes Another Look at an ‘Infrastructure Bank’
Reversing Rule by Regulation
Hensarling: GOP Wants to End Rules on Retirement Advice, Payday Loans
Trump’s Team Makes Overtures to Democrats
Schumer, McConnell elected top leaders in U.S. Senate
Kerry Predicts Trump Won’t Slow Efforts to Fight Climate Change

Abe meeting will give early hints of Trump’s Asia strategy
US urged to ban acquisitions by Chinese state-owned companies

NSA CHIEF: Nation-state made 'conscious effort' to sway the election
German security head warns of election interference from Russia

Industries & companies
Financials: Investment banks’ profits driven by debt trading
Telecom: AT&T Deal to Test Business Climate Under Trump

Three Trump Buildings in NYC to Be Renamed in Nod to Residents
When Trump Went to 21 Club for a Burger, I Sat at the Next Table

  Nov 16

The World's Bond Vigilantes Are Back in the Saddle
Planes, Trains and Skepticism: Analysts Grow Cool on Infrastructure Rally
The head of the SEC will step down at the end of the Obama administration
OPEC, Russia Expand Diplomatic Push to Secure Oil-Cuts Deal
Soros Sells Off Gold ETF, Scoops Up Energy and Emerging Markets

Central banks
Here's how Trump could control the Federal Reserve
The Next Great Debate at the Fed Will Be All About the 'Monetary Offset'
Fed won't be easily swayed from December rate hike: Rosengren | Speech
Fed Governor Tarullo Sees Reasons for Caution in Lifting Interest Rates
Fischer: Is There a Liquidity Problem Post-Crisis?

Populism Takes Over the World
Bridgewater’s Dalio sees "major reversal"for global economy
Climate change action 'unstoppable' despite Trump: U.N.'s Ban

U.S. October retail sales beat expectations, prior month revised up
Wage Growth Is Galloping Higher at Its Fastest Pace in Nearly Eight Years
U.S. Import Prices Firming
Trouble Brewing in Commercial Real Estate
FRB-SL: Auto Debt Continues to Soar
FRB-SF: Job-to-Job Transitions in an Evolving Labor Market

China Pumps the Brakes on U.S. Dealmaking After Trump Win

Trump I: Winners
With Priebus, Ryan’s Speakership Has Direct Channel to Trump
Trump’s Choice of Stephen Bannon Is Nod to Anti-Washington Base
Trump's team seeks top-secret clearance for his children: CBS News

Trump II: Losers
If Dems lose ONE more legislature, GOP could push Amendments unopposed!
The decimation of the Democratic Party, visualized
Pelosi leadership under threat from Democrats’ recriminations
Soros bands with donors to resist Trump, 'take back power'

Obama will reassure Europe that Trump is on board with NATO
Germany is suddenly much more important to maintaining the current Western order
Asia Trade Focus Shifts From U.S. to China-Led Accord
U.S. Workers to Lose in China Trade War
Putin seeks improved US ties in call with Trump
Russia strikes Syria hours after Putin-Trump call
Saudi Arabia warns Trump on blocking oil imports

Industries & companies
Autos: Ford CEO Warns of Big Impact From Proposed 35% Tariff
Financials: A Radical New Thought: Banks Are Growth Stocks
Tech: Students solve Facebook's fake-news problem in 36 hours
Tech: Apple iPhones could be hit if Trump imposes a 45 percent tariff on China exports

  Nov 15

At Long Last: The Earnings Recession Is Finally Over
The Trump Trade Is Getting Out of Hand: Buy Bonds
Fidelity’s $100 Billion Manager Says Rate Spike May Be Overdone
Henry Kaufman says Trump will help kill 30-year bond rally
Era of Low Interest Rates Hammers Millions of Pensions Around World
Oil pinned near three-month lows as gloom grows over OPEC
Jim Rogers: Buy Russia after Trump win

EU Plans to Hold Firm on Global Issues in Wake of U.S. Election
EU Meets to Rethink Defense Options Under Trump Presidency
ECB warns on protectionism and political risk after Trump victory
PM May says to be 'unashamedly pro-business' as UK leaves EU

China plans early retirements to trim bloated state payrolls
China revives ‘comrade’ in drive for Communist party discipline
China data point to steadier economy for now, but Trump victory adds to risks
China will retaliate 'tit-for-tat' if Trump follows through with trade threats
China-U.S. Economic Ties Run Deeper Than Official Estimates, a New Report Says

Japan third-quarter GDP growth accelerates on exports, domestic outlook weak
BOJ's Kuroda warns of risks to hitting inflation goal | Speech

Trump I: Transition
Priebus Named Trump’s Chief of Staff, Bannon as Top Strategist
Ryan Expected to Keep His Speakership
Giuliani, Bolton Are Leading Picks for Secretary of State
Obama Ready to Speed Work With Trump’s Team
Trump’s Jacksonian Revolt

Trump II: Winners & losers
The Places That Made Donald Trump President
Why Hillary Clinton lost 2016 election
Silicon Valley's Secessionist Fever Dream
Actually, Democrats, You Don't Need Those White Men
How US voters swing between blue and red every 8 years
Stelter: Why it's 'soul searching' time for the media

Iran warns it will not accept changes to nuclear deal
Israeli ministers advance law legalising outpost settlements
Once critical, Gulf executives want to do business with Trump
Obama’s final foreign trip a ‘group therapy’ session
Obama Says Trump Told Him He Supports U.S. Commitment to NATO
Trump team plays down fears of US trade war with China
Donald Trump, Vladimir Putin and the art of a deal with Russia

Industries & companies
Consumer: San Francisco took a stand against soda — should terrify Coke and Pepsi
Manufacturing: How U.S. Manufacturing Is About to Get Smarter
Mining: Freeport-McMoRan chief vows to complete debt reduction plan
Mining: Mining Has Reasons for Optimism and They’re Not All Donald Trump
Pharma: Pharma's Not Off the Hook for High Drug Prices
Tech: Samsung to Buy Auto-Tech Supplier for $8 Billion

  Nov 14

Trump Victory Sparks a Sharp Rally. What's Next?
Investor repositioning under Trump — the big questions
Prominent investors adjust portfolios after US election

Stocks & bonds
Infrastructure Stocks Overheat
Top-Yielding Stocks Aren’t Top Bets Anymore
What Explains the Surge in Fannie/Freddie Shares?
Where to Research Trump-Era Stocks
Gundlach: Bond Yields Could Hit 6% in Five Years

Copper has best week in five years
Trump’s Promises Fuel Volatility in Metals Markets

Trump I: Policies
Trump Nears Chief of Staff Selection
Dimon approach signals Trump is eager to reconnect Washington and Wall St
Trump Says He Is Willing to Keep Parts of Health Law
Full Repeal of Dodd-Frank Isn’t Main Focus of Trump Transition
Retirement Policy Under Trump? Unclear, but There Are Clues
Ryan Downplays Deportation in Trump-Era Congress Agenda
Trump softens promise of border wall, says parts could be fence
Trump's Tax Plan May Encourage Dynastic Wealth

Trump II: Opponents
Trump and the Fall of Liberalism
Trump Advisers Urge Obama to Call Off ‘Professional’ Protesters
Clinton Attributes FBI Letters as Factor in Election Loss
Bank Bailouts May Have Tipped the Election
California, as Clinton Territory, Finds Itself a Political Outlier
President-elect Trump's Sunday morning tweetstorm at the New York Times

Trump III: Globalization
Goodbye, globalization
Obama Administration Gives Up on Pacific Trade Deal
Obama Defends EU, NATO Ahead of Europe Visit
Trump and Mexico: The wall that appals
Marine Le Pen Says She And Donald Trump Are Building "A New World"
Turkey Turns Tables With Warning U.S. May Be Unsafe for Tourists

US economy
GDP, Inflation and Interest Rates Forecast to Rise Under Trump Presidency
Tenets of Trumponomics: The Good and the Bad
Cities, States Rush to Borrow Ahead of Trump’s Promised Building Boom

China Positioned to Gain Global Sway After Trump Win
China adopts a tough cyber-security law

Emerging Markets Are Down Hard but Not yet Out
The world economy Coming up Trumps
How Emerging Markets Will Fare in the Trump Era

Industries & companies
Autos: Toyota in $3.4 Billion Corrosion Deal
Banks: High-tech heists highlight growing digital challenge banks face
Insurance: Insurers Hope Under Trump They Are Deemed Less Important
Tech: Will Trump Declare War on Technology Companies?
Tech: Silicon Valley frets over foreign worker crackdown

Donald Trump as Nixon’s Heir
Russia’s Trump fans: Our American cousin
What You’ll Tell Your Kids About The Election Results

  Nov 12

Trump I: Markets
Trump’s Win Fuels Bets on Inflation
Dow Record Comes in Market Radically Polarized by Trump Victory
Trump’s Victory Bodes Well for Investors — for Now
Donald Trump Win Has Investors Selling in Emerging Markets

Trump II: Industries & companies
Energy: Opec v Donald Trump: who is over a barrel?
Energy: Tesla’s Future in Trump’s World
Financials: U.S. consumer financial agency could be defanged under Trump
Pharma: Trump presidency could prove a salve for pharma merger deals
Pharma: What we know so far about what a Trump presidency means for the drug industry

Trump III: Policies
The Trump Administration Could Test Whether Deficits Help the Economy
Trump’s Infrastructure Plan Faces Speed Bumps
Repealing Obamacare May Be Easy. Replacing It Won't Be.
The glaring flaw in Trump's health plan
Trump Shows Every Sign of Carrying Out Sweeping Immigration Crackdown
Trump Could Put Climate Change on Course for ‘Danger Zone’
The legacy of the 2011 debt ceiling fight is the biggest issue Trump will face on day one

Trump IV: The Fed
December Rate Hike on Track as ‘Nerdy’ Fed Avoids Politics
Trump May Play Unexpected Savior in Fed’s Escape from Zero Bound

Trump V: Geopolitics
Russia Cools ‘Excessive Optimism’ on U.S. Relations
Ukraine fears falling victim to Trump-Putin ‘grand bargain’
For China, Trump’s Style Brings Optimism Even as Rhetoric Bites
Trump’s Crackdown on China Set to Run Into Complex Reality
In China-U.S. Trade War, Trump Would Have Weapons
China Positioned to Gain Global Sway After Trump Win
Trump sees Japan's Abe as ally in push back against China
What Europe Hopes for, and Fears, From a Trump Presidency
Trump Faces Battle to Undo Iran Nuclear Deal

Trump VI: Transition
Official Website of President-Elect Donald J. Trump
Trump’s Transition Team Relies on a Mix of GOP Traditionalists and Outsiders
'Drain the swamp'? Trump's transition team is full of DC lobbyists and insiders
Trump Shuffles Transition Team, Making Mike Pence Chairman
Trump outreach to Dimon for Treasury job may fall on deaf ears

Trump VII: Democrats
Why is Trump making nice with Democrats? A theory
Chuck Schumer Prepares for His Next Challenge: Leading Senate Democrats
The Democratic Party is broken

Trump VIII: Winning
42 States Shifted to the Right in 2016
Sanders: Trump tapped into 'a simple truth' about Americans
7 charts show who propelled Trump to victory
The Women Who Helped Donald Trump to Victory
Trump’s voters were ‘hidden’ in plain sight

Trump IX: Les Mis
War Between Trump, Media Seen Escalating With Presidency’s Power
Anti-Trump protests continue for second day
Female Clinton Supporters Are Left Feeling Gutted
Judge tells Trump University litigants they would be wise to settle

Trump X: Offbeat
On Late Night, Comedians Grapple With Trump’s Victory
A woman in New York stumbled upon Hillary Clinton taking a hike

  Nov 11

Trump I: Transition
Trump’s Contract with the American Voter
Trump To Take Office with More Power Than Any Republican President Since 1928
Trump Victory Starts New Era for GOP
Fractured Republicans come together in face of Trump triumph
Trump’s Victory Is Met With Shock Across a Wide Political Divide
The Trump Opportunity
Mitch McConnell laid out five priorities for the new administration
Trump promised to repeal Obamacare. Now what?
Trump Outlines Health Plan, From Obamacare Repeal to Abortion
Trump Can Keep Immigration Promises Without Congress

Trump II: Team
Don't assume Trump will have a cabinet full of misfits
Trump’s Financial Advisory Team Stocked With Wall Streeters
Trump Team Considering Dimon for Treasury Secretary, CNBC Says
Trump Talks Unity With Ryan, McConnell After Rocky Campaign

Trump III: Deregulation
Investors exuberant as Trump signals shift from austerity era
Trump Expected to Seek Deep Cuts in Business Regulations
Donald Trump’s Transition Team: We Will ‘Dismantle’ Dodd-Frank
Trump’s Transition Team Pledges to Dismantle Dodd-Frank Act
Wall Street Bonus Rules Seen as Urgent Ahead of Trump Takeover
Donald Trump Victory Casts Clouds Over Fiduciary Rule
Regulation buster Trump takes aim at the EPA
Obama’s Environmental Legacy Is Up in Smoke
Trump victory breathes life into Keystone XL pipeline

Trump IV: The Fed
Donald Trump Not Seeking Janet Yellen’s Resignation, Economic Adviser Says
Era of Low Interest Rates More Likely to End With Trump
Trump Victory Could Prompt Fed to Raise Rates More Quickly

Trump V: Wall Street
US chief executives write open letter to Trump seeking reassurances
Blankfein Says Trump Infrastructure Commitment Good for Growth
Stan Druckenmiller is 'very optimistic' about the economy
RAY DALIO: 'There is much more that we don't know than we do know'
Dealmakers say Donald Trump will be good for domestic M&A

Trump VI: China, Russia, & Middle East
Donald Trump’s Win Underscores Divide in Global Economic Order
Trump Rides a Wave of Fury That May Damage Global Prosperity
Trump's Win May Be Asia's Loss
Trump’s Vow to Target China’s Currency Could Be First Step to Trade War
China state media warns Trump against isolationism, calls for status quo
China hawk or isolationist? Asia awaits the real Donald Trump
China shouldn't be too worried about a President Trump
Trump Could Forge New Ties With Russia
Russia Says It Was in Contact With Trump’s Team During Campaign
Trump election puts Iran nuclear deal on shaky ground
Victory Causes ‘Serious Concerns’ in Middle East

Trump VII: Europe & Mexico
After Trump and Brexit, populist tsunami threatens European mainstream
Analysis: Europe Braces for Shock Waves
Merkel's conservatives warn of Trump effect in Germany
After Trump victory, France braces for possible surprise in 2017
Hungary's PM thinks Trump's election marks the end of 'liberal non-democracy'
For Mexico, a Long List of Dangers Accompany Trump’s Presidency
Win Goes Down Hard in Mexico
Donald Trump’s Nafta Plan Would Confront Globalized Auto Industry

Trump VIII: Markets
Market panic attacks don’t last long
Investors think America may be the only winner under President Trump
The All-Powerful Bond Market Is Getting Rocked by Trump
‘Trumpflation’ risk rattles bond markets
Trump Victory Wipes $337 Billion Off Market as Global Bonds Drop
Donald Trump Is Actually Making Wall Street Strategists Look Smart
Icahn Left Trump Victory Party to Bet $1 Billion on Stocks

Trump IX: Industries & companies
Trump victory: corporate winners and losers
Why Bank Investors Are Predicting a Trump Windfall
Hillary Clinton’s defeat provides antidote for US drugmakers
State of the Art: Silicon Valley Reels After Trump’s Election
The Seattle Times: Trump impact: How will Amazon fare?

Trump X: Winning
Trump shredded Clinton's electoral firewall
Trump’s Data Team Saw a Different America
Pew: Behind Trump's victory: Divisions by race, gender and education
The Voters Who Gave Trump the White House
Donald Trump’s Victory Was Built on Unique Coalition of White Voters
How Trump’s Coalition Coalesced
A small town in Ohio holds clues to Trump's victory
Exit polls show Clinton underperformed with black and Hispanic voters
Americans may have just crushed a voter-turnout record
What This Election Taught Us About Millennial Voters
Some blame Facebook for Trump's surprising victory
Pew: Why Electoral College wins are bigger than popular vote ones

Trump XI: Democrats
At Times, Trump May Tap Unlikely Ally in Congress: Chuck Schumer
Bernie Sanders says he'll work with Trump on working class issues
Elizabeth Warren Urges Democrats to Hear Voters’ Call for Change in Washington
Warren Says She Would Work With Trump on Bank-Industry Policies
Summers Urges Trump to Shift Focus From ‘Ranting’ to Governing

Trump XII: Media
News Outlets Wonder Where the Predictions Went Wrong
New York Times public editor: Why we were wrong
Investors.com: The Real Reason the Media Got This Election All Wrong
'Hatred wins': Newspapers around the world are in shock over Trump upset
For Stephen Colbert, a Very Uncomfortable Election Night
Social media alone understood the Donald Trump story
Those Who Predicted Trump’s Win
Pew: Why 2016 election polls missed their mark

Trump XIII: Les Misérables
After Trump victory, ‘not my president’ becomes liberal rallying cry
America on Edge: MoveOn Organizes Anti-Trump Protests Around Country
Thousands Protest Trump Win Around U.S.
Colleges Try to Comfort Students After Trump Victory
'Anxious and fearful' students demand day off to cry about Trump
Celebrities react to Donald Trump's presidential victory with shock and horror
People in California are calling for a 'Calexit' from the US in the wake of Trump's win
What is 'Calexit' and how can California secede from the US?

Trump XIV: Offbeat
Canada's immigration website just crashed

  Nov 10

Trump I: US politics
Transcript: Donald Trump’s Victory Speech
The Next Showdown Is Trump the Brand vs Trump the President
Republican Leaders Target Sweeping Changes After Election Day Triumph
Trump Poised to Tilt Supreme Court
Trump’s Pledge to Repeal Health Law Carries Risks

Trump II: US economy
Donald Trump can be very good for the US economy
The economic consequences of Donald Trump
Donald Trump’s Win Gives GOP Fuel to Slash Taxes
Trump Election Upset Could Undo Regulation on Commerce
SEC Expected to Ease Postcrisis Rules in Donald Trump Administration
Silicon Valley Braces for Uncertainty After Trump’s Victory

Trump III: Geopolitics
Trump’s Victory Portends New Geopolitical Climate
Donald Trump Can Leverage U.S. Economy to Remake Global Trade
Donald Trump Win to Upend Trade Policy
Trump victory could spell defeat for EU-US trade deal
Putin Wonders If Trump Win Might Actually Be Too Good to Be True
In Trump Win, China Hopes for U.S. Retreat
Trump Victory Causes ‘Serious Concerns’ in Middle East
Europe’s Populists Hail Trump’s Win

Clinton Concedes: ‘This Is Painful, And It Will Be For a Long Time’
White House Won’t Rule Out Pardon to Protect Clinton From Trump

Stocks Rally After Overnight Tumult
Flight to safety unwinds in wake of Trump victory
European markets actually had a great day despite Trump's shock victory
Trump Day-One Winners and Losers Pile Up Across the Globe
Drugmakers Jump, Hospitals Plunge in Aftermath of Trump Win
Bank Stocks Surge on Hope Trump Cuts Regulatory Load
Companies Weigh Impact of Donald Trump Win
Manufacturers: Weighing Infrastructure Boost Against Protectionist Pledges
Look for yield plays after Trump shock fades for markets

Central banks
Fed’s Path to Rate Hike Clouded by Volatility-Spurring Trump Win
Trump can quickly put his stamp on the Federal Reserve

These 23 Celebrities Said They'll Leave The Country If Trump Wins

  Nov 9

Trump I
It Is Time for Us to Come Together, Says Victorious Trump
Donald Trump Is Elected President in Stunning Repudiation of the Establishment
Donald Trump’s Victory Promises to Upend the International Order
Donald Trump Rode to Power in the Role of the Common Man
Meet Trump's Cabinet-in-waiting
Seven Donald Trump policies that could change the US

Trump II
Why Trump won
How Trump won Florida
Rural Vote Fuels Trump; Clinton Loses Urban Grip
'This was a whitelash against a changing country'
Trump’s Unthinkable Victory Is a Tonic for Disaffected Americans
Rural Vote Fuels Trump; Clinton Loses Urban Grip
In Exit Polls, Voters Show a Deep Hunger for Change
Demography Slays the Democrats
Fed up with Washington, Trump's 'deplorables' shake up the elite
Capital Journal: ‘Deplorables’ Rise Up to Reshape America
5 takeaways from an unthinkable night

Trump III
Republicans defy predictions and keep control of Congress
Republicans, Buoyed by Trump’s Performance, Keep Control of Senate
GOP’s Senate Victory Sets Stage for Trump High Court, Agenda
Donald Trump’s victory is a mandate to blow up Washington
Ryan dismisses talk his speakership is in danger

Trump IV
How did everyone get it so wrong?
News Media Yet Again Misreads America’s Complex Pulse
Newspaper covers show shock of Trump's upset victory
French far-right leader Le Pen congratulates Donald Trump
IAN BREMMER: A Trump win makes the US a big loser internationally
FARAGE: 'I thought Brexit was big, but this is going to be even bigger'

Trump V
World reacts to Trump’s win: allies dismayed, populists delighted
Anxious World Confronts the Reality of President Trump
‘Brexit Plus’ Isn’t So Far-Fetched Now
Backs against the wall: Trump victory casts pall over Mexico
‘I Feel the Hatred.’ Mexicans Reel in Shock After Trump Victory
Russia's Putin congratulates Trump on election win

Clinton & friends
Team Hillary lands on the wrong side of history
Inside the loss Clinton saw coming
Shock, anger consume women at Clinton headquarters
Obama suffers brutal rebuke as America votes Trump
REPORT: President Obama calls Trump to congratulate him on his win
'A TERRIFYING NIGHT': Paul Krugman goes on epic tweetstorm
Axelrod: Election a 'primal scream'
Plouffe: 'Never been as wrong on anything in my life'
Wall Street elite stunned at Trump triumph

Market Turmoil Starts Easing as Investors Weigh Trump Victory
Several Markets Are Having Their Biggest Moves Since Brexit
Trump's Victory Is Being Felt in the Most Far-Flung of Markets
The price of bitcoin is rocketing on Trump's shock win
U.S. Businesses Face Uncertainty
US chief executives write open letter to Trump seeking reassurances

OPEC Warns Oil Prices Will Stay Low for Longer
Oil demand might peak in just over a decade, says Opec
After Pledging Cuts, OPEC Countries Pump Record Amounts of Oil
Big Oil Slowly Adapts to a Warming World

Central banks
Trump win casts doubt on Fed's plans to hike interest rates
Donald Trump isn't crazy to attack the Fed
On election day, Fed official urges U.S. fiscal investment
Fed’s Evans Lacks Confidence That Inflation Will Reach 2% Target

The U.S. Layoff Rate Fell to a Record Low in September, But Hiring Also Declined
Office Pileup Gets Worse in Houston

Industries & companies
Autos: Hertz Stock Falls by Half After Guidance Gets Hacked
Financials: Leading US subprime lender’s shares plunge nearly 40%
Homebuilders: D.R. Horton Shares Slide as New Orders Disappoint
Industrials: Johnson Controls Swings to a Loss
Retail: CVS Warns of Prescriptions Shift, Shares Tumble

Latest Robots Lend a Helping Arm at Factories

Recreational marijuana is now legal in California
Earth Just Experienced the Hottest Five Years on Record

  Nov 8

Dow Jumps 371 Points After FBI Clears Clinton
Options Are Pricing In One of the Biggest Stock Moves on Record for the Election
Impact of Election Uncertainty Looks Set to Ease
Don’t Worry When the Stock Market Goes Crazy After Election
U.S. Election: Bonds Face Pain No Matter Who Wins

Opec risks handing US shale drillers a gift with cut
Iran Sets First Energy Deal With West Following Lifting of Sanctions

Central banks
Fed Isn’t Shifting the Goal Posts on Rates, Its Researchers Say
FRB-SL: How Do Central Banks Typically Control Inflation?
BOJ: Minutes of the Monetary Policy Meeting on September 20 and 21, 2016
BOJ: Supplementary Paper Series for the "Comprehensive Assessment" (3)

Consumer Credit Rose in September
Corporate Profits Perk Up but Caution Rules
US mortgage delinquencies fall to new post-crisis lows
Boeing’s Retiring Boomers Underscore Manufacturing Plight

Italy: Toxic Mix of Banks and Politics
May’s Indian Outreach Falters as Modi, Tata Play Hard to Get
French right calls for François Hollande’s impeachment

China is eating through its FX reserves at the fastest rate since January
China Ousts Finance Minister in Surprise Reshuffle
China Unveils Three Major Decisions Within Three Minutes
Commerce Department Launches Probes Into Chinese Steelmakers
China Doubles Down on Coal Despite Climate Pledge
China Weighs Giving Wall Street Banks More Access

US politics I
How Will Record Number of Early Voters Affect Results?
Fear of Donald Trump Helps Democrats Mobilize Hispanics
Jewish Voters, Prized in Swing State Florida, Tell What Drives Them
Could non-citizens decide the November election?
Republicans, Democrats vie for control of Congress on Tuesday
Control of the Senate Goes Down to the Wire
Schumer Sees Path to Senate Tax Deal With Clinton in White House

US politics II
Clinton's charity confirms Qatar's $1 million gift while she was at State Dept
Clinton directed her maid to print out classified materials
Inside Donald Trump’s Last Stand: An Anxious Nominee Seeks Assurance

Geopolitics &cyber-security
Washington Times: Inside the Ring: Russia holds large-scale nuclear war games
Under the Din of the Presidential Race Lies a Future Threat: Cyberwarfare
U.S. Govt. Hackers Ready to Hit Back If Russia Tries to Disrupt Election
FBI Warns Internet Online Attacks on Private Industry Will Continue
China’s New Cybersecurity Law Rattles Foreign Tech Firms

Google Home vs. Amazon Echo: Let a Robot Into Your Life
Samsung Tests Button for Improved AI Feature on Galaxy S8 Phone
Group Chat Emerges as the Hottest Thing in IT

Iran’s Latest Propaganda Tool: The Clinton-Trump Debates on Live TV

  Nov 7

Active Stockpickers Are Outpacing Passive Funds
Investor Angst Ratchets Up as Election Nears
Corporate Deal-Making Surges, for Good Reason
Bond Market at Epic Turning Point
Time to Buy REITs
Don’t Give Up on Junk Just Yet
Buffett’s Cash Soars to Record as Operating Profit Edges Higher

OPEC Needs Friends and a Miracle

Central banks
Fed’s Fischer says US nearing full employment
Another Reason for the Fed to Raise Rates

Economists React to the October Jobs Report: ‘A Big Positive for Income’
U.S. Trade Gap Shrank 9.9% in September

May Flies to India to Prepare for Trade Deal After Brexit

Emerging Markets Roundtable
China’s Debt Bomb Is Ticking Louder
Even If Kremlin Doesn’t, Russian Stocks Win Fans

US politicsI
FBI says hasn't changed conclusion on Clinton's emails, ruling out investigation for now
FBI’s Comey faces formidable task restoring bureau’s standing
A New Movement in Liberal Economics That Could Shape Hillary Clinton’s Agenda
Hillary Clinton Appears to Gain Late Momentum on Surge of Latino Voters
Clinton Panic Over Deep-Blue Michigan
Two Words to End All Consideration of Voting for Trump
Thin Line Splits Donald Trump’s Politics and Businesses

US politicsII
Who Will Swing the Swing States?
What Happens If Nobody Wins the Presidency?
Election Day Is a Turning Point for Supreme Court
Trade’s Big Role in the Presidential Election

Geopolitics,terrorism, & cyber-security
U.S. Cuts North Korea Off From Banking System
Islamic State hits back in Mosul but faces new Raqqa front
Russia Aims to Disrupt Other Western Elections, U.S. Says

'Trump' locks lips with alleged conspirators and makes up with 'Clinton' on 'SNL'
How a Killer Opioid Moved From Lab to Scourge

  Nov 5 Markets
S&P 500 Falls for Ninth Session in Longest Losing Streak Since 1980
Bond Traders Aren’t Worried About the Election; Should We Listen to Them?
SEC to ETFs: Who Are Your Market Makers?

Central banks
Hilsenrath: Stage Set for December Rate Rise
Fed's Fischer says labor market strong, Fed could overshoot goals | Speech
Fed’s Lockhart Says Bar High for Not Hiking Rates Next Month | Speech
World Bank's Top Economist Urges Countries to Let Economies Run Hotter

Payrolls in U.S. Rose by 161,000 in October, Wages Accelerate
Strong Wage Growth Highlights Steady Labor-Market Gains
Special Report: U.S. manufacturing economy fails employers and workers
U.S. trade deficit hits one-and-a-half year low on rising exports
San Francisco to Turn Much Public Housing Over to Private Owners

May Tries to Assure European Leaders Over Brexit Plans
Europe's Housing Market Is Simmering, Not Bubbling

Chinese Investors Buying Up Bitcoin as Yuan Falls

US politics
This Election Will End. The Mental Damage May Not
Early Voting Data Shows Who’s Turning Out
GOP Lawmakers Voice Resistance to a Clinton Administration
Comey’s Legacy Bruised as FBI Chief Faces Fire Over Clinton Case
Comey has long history of cases ending favorable to Clintons
Mexico's Government Is Working on a Trump Contingency Plan

Geopolitics & terrorism
US election: The Russia factor

Japan Lawmakers Ratify TPP
TPP’s Failure Would Hand U.S. Business in Japan to China, White House Says

Industries & companies
Coal: If Trump loses, the coal industry has a Plan B
Consumer: U.S. Announces Recall of Samsung Washing Machines

Three Top Smartphone Cameras in Real-World Tests: Which Is the Best?

How the Skimm Became a Must-Read for Millennials
Transcendental Meditation is taking over Wall Street

  Nov 4

Stocks Almost Always Rise Before an Election. Not This Year
Probability of a Trump victory remains underpriced on markets
Fears over US election spur investors’ dash for cash

Central banks
FRB-SL: A Survey of the Empirical Literature on U.S. Unconventional Monetary Policy

Measure of U.S. Service-Sector Activity Falls in October
Productivity Jumped in Third Quarter
Tech Jobs, Cheaper Housing: The New Silicon Cities
Americans are using a record-breaking amount of gasoline

U.K. High Court Deals Blow to Theresa May’s Brexit Plans

China May Be Set for a Shock Fall in Foreign-Exchange Reserves
China Slowdown Deepens Looming Pension Crisis
Is China Repeating Japan’s Missteps?
Shadowy margin lending fuels China commodity futures boom

US politics
Secret Recordings Fueled FBI Feud in Clinton Probe
Obama Says Trump’s Behavior Not ‘Normal’
New Poll Finds Close Race in Georgia
The Million-Dollar Donors Bankrolling the Election

Why Light Bulbs May Be the Next Hacker Target
Five Possible Hacks to Worry About Before Election Day

Industries & companies
Energy: Can Fracking Bans Succeed in Oil and Gas Country? All Eyes Are on Monterey
Financials: Samuelson: Why Deutsche Bank’s troubles should worry us
Financials: Wells in Talks With Prosecutors Over Possible Mortgage Abuses
Home Builders: Builders Say Loan Limits Thwart Market
Pharma: Drug Industry Mounts Defense of Pricing
Pharma: Generic Drug Firms Face Possible Collusion Charges
Retail: Starbucks Profit Tops Analysts’ Estimates as U.S. Sales Gain

Artificial intelligence moves from sci-fi to daily life
The Robots are Coming, With Cheetos

  Nov 3 Markets
Blockbuster Deals in a Race to Stay Ahead of the Competition
US election worries weigh on risk appetite
[Losing streak:] S&P May Do Something It's Only Done During Financial Crises
End of Dividend Payout Mania in Sight
Vanguard’s Inflows Pass Previous Annual Record in 10 Months
Eisman of ‘Big Short’ Sees Massive Changes for Hedge Funds

Oil Prices Tumble on ‘Most Bearish Report of All Time’
Energy Giant Shell Says Oil Demand Could Peak in Just Five Years

Central banks
Fed Sends New Signals on Possible December Rate Rise
Parsing the Fed: How the November Statement Changed from September
Fed Doesn’t Aim to Push Inflation Beyond 2%
BOJ’s Kuroda: The Bank's Semiannual Report on Currency and Monetary Control

Can Globalization Be Salvaged?
Maersk calls a tentative bottom to container shipping woes

Relax! The U.S. Recovery Is Just Getting Started
U.S. mortgage application activity falls to five-month low
U.S. private sector adds 147,000 jobs in October: ADP
More Americans Leave Expensive Metro Areas

US politics
Almost All Last-Minute Bets Are for Trump, Paddy Power Says
Trump’s Foreign Business Entanglements Would Create Unparalleled Conflicts
Income Taxes Aside: Donald Trump’s Other Tax-Avoidance Moves
Obama Criticizes FBI Handling of Clinton Email Probe
Obama warns on African-American turnout as US election tightens
FBI Surprises With Files on Clinton ’01 Pardon of Marc Rich
Black Turnout Falls in Early Voting, Boding Ill for Hillary Clinton
Armed and ready for Nov. 9

Industries & companies
Financials: US banks ride high as executives make big M&A bets
Financials: Banks No Longer Make the Bulk of U.S. Mortgages
Pharma: Valeant Exploring Sale of Eye-Surgery Equipment Business
Retail: Starbucks Shares Ready to Perk Up
Shipping: Maersk’s Profit Tumbles on Weak Freight Rates, Low Oil Prices
Tech: Facebook warns growth will slow, shares dip
Tech: Alibaba Shrugs Off Slowing Chinese Economy as Revenue Balloons

The Mega Rich Have Found an Unlikely New Refuge

  Nov 2

Asian factories crank up output, but U.S. election, Fed make investors wary
Corporate bond market set for record year of debt issuance
Inflation Jitters Spark Retreat From Bond ETFs

OPEC Oil Output Hits New Record on Nigeria, Libya-Reuters Survey
U.S. Oil Output Set to Decline as OPEC Deal Up in Air, EIA Says

Central banks
Fed to hold rates steady, put December hike firmly in view
Most Fed Dissents Since Volcker Builds Pressure for Yellen Hike
Emerging Markets Look Ready for Janet Yellen
Bank of Japan Stands Pat, Trims Inflation Forecasts

U.S. ISM Manufacturing Gauge Rose in October to 51.9
Inflation, Long Quiet, Begins to Stir
Obama Makes a Long-Shot Bid for TPP Trade Deal
Red Eye Chicago: Weekend marks deadliest of year with 17 fatally shot

Canada Commits New Spending on Infrastructure Amid Slow-Growth Economy

Eurozone Economy Grows Steadily, Albeit Slowly. What Now?

China official manufacturing PMI at 51.2 in October, beating forecasts
Asset Bubbles From Stocks to Bonds to Iron Ore Threaten China
China Is Losing Its Emerging Markets Growth Engine
If China Stalls, Here’s Who Is Most Exposed

US politics
White House says FBI director not trying to influence election
Investors.com: Clinton Foundation Scandal: A Justice Department Cover-Up Exposed?
The U.S. Stock Market Isn’t Going Clinton’s Way
FT endorsement: For all her weaknesses, Clinton is the best hope
Donald Trump Used Legally Dubious Method to Avoid Paying Taxes
Election Offers Stark Choices on Supreme Court’s Future
Paul Ryan Says He Voted For Trump
MIT Media Lab Connects HRC’s Wikileaks

Geopolitics& cyber-security
Trump, Putin, Xi and the cult of the strongman leader
Australia and Indonesia consider joint South China Sea patrols
After U.S. Election, Expect Hardening on China
China-Malaysia Summit Marks New Test for U.S. Sway in Asia
Russian Hacks Show Cybersecurity Limits
UK spy chief sees growing threat from Russian cyber-attacks, espionage
Microsoft Says Russian Hackers Exploited Flaw in Windows

Industries & companies
Autos: Auto Sales Slow as U.S. Eases From Peak to ‘Pretty Good’ Market
Energy: Baker Hughes Offers GE Chance to Unlock Tech in Dusty Oil Fields
Energy: Shell and BP third-quarter earnings beat expectations
Pharma: Pfizer profit just misses; company scraps cholesterol drug
Pharma: Valeant, in Push for Cash, Looks to Sell Stomach-Drug Business
Tech: Sony Second-Quarter Profit Falls Nearly 86%

Paranoid Android: Erica May Be the Creepiest Robot Ever Built
Is High-Deductible Health Insurance Worth the Risk?

  Nov 1

October dealmaking volumes hit $500bn after GE acquisition
Oil Prices Fall as Doubts Grow Over OPEC Deal
More Countries Using Yuan for Trade with China and Hong Kong

Industries & companies
Consumer: P&G’s CEO Holds Fast to Company’s Historic Strengths
Energy: No One Saw Tesla’s Solar Roof Coming
Financials: Banks Are Hoarding $2.4 Trillion of Bonds
Financials: Fund industry assets fall for first time in five years
Industrials: GE Deal With B-H Creates $32 Billion Oil-Services Giant
Industrials: GE’s CEO Immelt Revamps Strategy With Oil Acquisition
Tech: Why Amazon, Microsoft and Google Are Likely to Keep Spending on Cloud
Tech: BlackBerry Earns ‘Tier One’ Supplier Status With Ford

A Little-Noticed Fact About Trade: It’s No Longer Rising

U.S. Consumer Spending Rose 0.5% in September
While Services Sector Booms, Productivity Gains Remain Elusive
Inside the Affordable Care Act’s Arizona Meltdown

Eurozone inflation reaches 2-year high
Germany Cools to Chinese Investors
Mark Carney to stay as Bank of England governor until 2019

Xi’s Dream Takes Shape in Shanghai to Challenge Airbus, Boeing
Russia prepares for deep budget cuts that may even hit defence
Brazilian Voters Oust Old Guard in Mayoral Elections

US politics
Q&A: What We Know About the Latest Clinton Email Developments
Justice Dept. Strongly Discouraged Comey on Move in Clinton Email Case
FBI in Internal Feud Over Hillary Clinton Probe
Abedin reportedly pleads ignorance (FOX)
The Clintons are a ‘crime family’: Ex-FBI big
FBI agents waited weeks to tell Comey about emails possibly relevant to Clinton probe
James Comey Broke with Loretta Lynch and Justice Department Tradition (NYer)
There Are More White Voters Than People Think. That’s Good News for Trump
Trump Stands to Benefit From High Number of Undecided Voters

Heart Attacks Are Linked to Patients’ Activity Level, Emotional State
Met Shaken Up by Odd Incident Involving Human Ashes

  Oct 31

Stock market braces for political jitters as Fed likely to stand pat
Big Week for U.S. IPOs, but Some Stumble

OPEC Splits Prevent Deal With Other Producers to Curb Supply
Oil Drillers Can’t Get Enough of West Texas Assets
Big Oil’s Shrinking Act Has More to Go in China

U.S. GDP Keeps Grinding Out Singles
Inflation, Long Quiescent, Begins to Stir

EU, Canada Sign Landmark Free-Trade Agreement

China’s Factory to the World Mulls the Unthinkable: Price Hikes
Chinese Banks’ ‘Scramble’ for Profit Sees Bad-Loan Buffers Slide
Xi’s New Power a Double-Edged Sword as Pressure Grows to Deliver
Project Syndicate: Roach: The World Economy Without China

For Japan’s Bonds, It’s All Quiet on the Trading Front

US politics
Emails in Anthony Weiner Inquiry Jolt Hillary Clinton’s Campaign
A Scandal Too Far? Huma Abedin, Hillary Clinton, and a Test of Loyalty
Stranger Than Fiction: The FBI and Clinton’s Email
Clinton Urges FBI to Swiftly Explain Fresh Probe of E-Mails
Comey Is Mum on Clinton Probe as Race Tightens
FBI Shocker on Clinton Fuels Criticism of Comey’s Tactics
FBI in Internal Feud Over Clinton Probe
‘This Changes Everything’: Donald Trump Exults as Hillary Clinton’s Team Scrambles
Trump on Weiner email bombshell: 'Boy, did I call that' (PO)
Inside the Trump Bunker, With Days to Go
How Trump gave a voice to unheard America

Profiting From the Rage for Cyberdefense
America Isn’t Ready for a Cyberattack
How Despots Use Twitter to Hunt Dissidents

Industries & companies
Financials: Big three US insurers set for earnings recovery
Financials: What to Like About Lazard
Financials: Goldman Sachs Has a New Model: Apple
Media: What's Next for Media Stocks
Pharma: Drugmakers Turn Cheap Generics Into Expensive Pills
Tech: Are Amazon and Alphabet the New Apple?
Tech: Amazon shares tumble as rising expenses weigh on online retailer
Transportation: Trucking Firms Pare Down Fleets

Millennials Aren't Cheap, They're Thrifty

  Oct 29

Stocks fall after FBI reopens probe of Clinton private email server
Tremor over Clinton emails gives glimpse of market view of Trump
Asset Managers Bleed $50 Billion as Industry Crisis Deepens
Dollar’s Climb Hits Stocks and Bonds As Correlations Go Negative
Bond World Bloodied by Biggest Losses Since 2013 in Global Rout
Investors Pile Into TIPS as Inflation Looms

OPEC Deadlocks Over Iran, Iraq Oil Production
Big Oil’s Recovery Is Still Some Way Off as Prices Stay Low
In Shift, Exxon Signals Energy Reserves at Risk

Central banks
BIS: Yves Mersch: Low interest rate environment - analysis

U.S. Economy Roars Back, Grew 2.9% in Third Quarter
Soybean exports power U.S. economy to best performance in two years
Good Quarter Signals Better Growth Next Year
The Economy Everyone's Alarmed About Is Utterly On Trend
R&D Spending Is a Rare Bright Spot in Business Investment
What ‘Expansions Don’t Die of Old Age’ Really Means
U.S. Consumer Confidence Slides in October

EU Reaches Agreement on Canada Trade Deal
Mariano Rajoy plays the long game as opponents burn out

US politics
FBI Discovered Emails Related to Clinton During Probe of Weiner’s Texts
Comey Letter
Hillary Clinton’s Forgotten Career: Corporate Lawyer
GDP report contradicts Donald Trump argument
Paul Ryan Faces Precarious Path to Remain House Speaker

Geopolitics & terrorism
Putin Rejects Russian Military Request to Resume Aleppo Bombings

Industries & companies
Consumer: AB InBev Cuts Revenue Forecast
Energy: Exxon Warns on Reserves as it Posts Lower Profit
Financials: UBS third quarter: Profit beats forecasts and wealth management record
Industrials: Baker Hughes CEO Confirms Talks With GE
Pharma: Backlash Against Drug Prices Hits Manufacturers and Middlemen
Retail: Amazon Delivers Prime Program to China

MIT: Uber’s New Goal: Flying Cars in Less Than a Decade
IoT digitization transforming business models
Apple releases TV app

Bob Dylan now says will accept Nobel prize for literature
President Obama: Michelle 'will never run for office'

  Oct 28

The Global Selloff in Bonds Is Getting Worse
Inflation Fear Fuels Bond Rout
Volatility Has Traders Abandoning Stop-Loss Orders

Corporate finance
October Has Already Set a Record for U.S. M&A Deals
SEC Probes Whether Companies Are Misusing Adjusted Earnings Metrics

Central banks
BOJ loses bark and bite under humbled Kuroda
BOE: QE: the story so far

After Hitting a 51-Year Low, the Homeownership Rate’s on the Rise
U.S. Pending Home Sales Rebounded in September
U.S. Durable Goods Orders Declined in September
Growth Rebound in the U.S. Masks a Demand Picture That’s Not as Bright
NBER: Do Recessions Accelerate Routine-Biased Technological Change?

Belgium Agrees to Back EU-Canada Trade Pact
Belgium Breaks Deadlock Over EU-Canada Trade Deal

China’s ZTO Express: The biggest IPO of the year is off to a disappointing start
China’s Biggest Banks’ Earnings Slightly Higher
China’s Xi Jinping Tightens His Hold on Communist Party
FRB-SL: Did China's One-Child Policy Really Have an Effect?

US politics
Foundation Donors Were Pressed to Steer Business to Bill Clinton
Pollsters Scramble As Fewer People Take Their Phone Calls

Geopolitics & terrorism
Next U.S. President’s Toughest Assignment Will Be Putin
Russia Flexes Military Muscle With Deployments
Putin Says U.S. Isn’t Banana Republic, Must Get Over Itself
Sweden, NATO Draw Closer as Russia Tensions Rise
Putin says U.S. 'hysteria' over Russia is election ploy

Industries & companies
Financials: Deutsche Bank Posts Surprise Profit, Adds to Legal Reserves
Financials: Deutsche Bank Reviewing Asset Management Business, Cryan Says
Health Care: Aetna Tops Street 3Q Expectations, Narrows 2016 Forecast
Health Care: As healthcare costs rise and patients demand better care, hospitals turn to new technologies
Industrials: GE in discussion with Baker Hughes on potential partnerships
Retail: Grocers Feel Chill From Millennials
Telecom: Why a Media Merger That Should Go Through Might Not
Tech: Chip Makers Cut Deals as Cars Get Smarter
Tech: Qualcomm’s Bid for NXP Marks Big Bet on Car Technology
Tech: Apple adds touch screen keys to MacBook Pro, price jump startles some
Tech: Google Strength Drives Alphabet Profit Higher
Tech: Amazon Stock Falls as Earnings Rise Less Than Expected
Tech: Twitter Beats Revenue, User Estimates and Cuts 9% of Workforce
Telecom: CenturyLink in Deal Talks With Level 3 Communications

Anti-Aging Startup Backed by Fidelity, Bezos Raises $116 Million

  Oct 27

Stocks Deepen Losses; GM Slides On Outlook; Home Improvement Industry Shaken
Still Like Picking Stocks? Health Care, Financial Sector Multiples Could Expand
Oil price falls on October 26 amid Russian OPEC fears

Slowdown in State, Local Investment Dents U.S. Economy
US garbage indicator flashing positive sign
Recession Risk Is Rising, Deutsche’s Chief U.S. Economist Warns
Signs That American Workers Are Winning
Manufacturing's Productivity Myth

China Central Bank Seeks More Control Over Wealth-Management Products
China Can Resist a Crash But Can't Prevent One
China’s Corruption Campaign Likely to Fall Short of Communist Party Leadership
China’s ZTO could be biggest US listing this year
If China cannot beat Europe, it will acquire it

US politics
WikiLeaks reveals fears and frustrations inside Clinton world
Aide slams Hillary Clinton’s instincts in leaked email
Republicans Rode Waves of Populism Until They Crashed the Party
What Drives Donald Trump? Fear of Losing Status, Tapes Show
Why Obama Won’t Listen to Reason on Obamacare
Here's how much HHS says Obamacare premiums will rise in every state

Geopolitics &cyber-security
The Hawk on Russia Policy? Hillary Clinton, Not Donald Trump
Russia beefs up Baltic Fleet amid NATO tensions: reports
Russia scraps plan to refuel Syria-bound warships in Spanish enclave
U.K. to Send Formidable Force to Eastern Europe
US spy chief admits North Korea policy has failed
National Intelligence Director Says Data Suggests ‘Nonstate Actor’ Behind Cyberattack

Industries & companies
Energy: Oil Companies Shift Exploration Tactics, Curb Spending
Financials: Auto Lenders Have New Reason to Worry
Financials: State Street Profit Declines
Media: Comcast Stays Plugged In, But Feels Dis-Cord
Media: Comcast deal a prequel to AT&T-Time Warner
Media: Comcast strikes gold with Rio Olympics
Retail: Amazon.com Can’t Neglect Its Retail Roots
Restaurants: McDonald’s Turnaround Fails to Get More Customers in Door
Telecom: Verizon Executive Says Yahoo Deal ‘Absolutely’ Still Makes Sense
Telecom: AT&T-Time Warner: A Deal Hedge Funds Won’t Touch
Telecom: AT&T Cheerleading Squad for Merger: Nearly 100 Lobbyists
Tech: Google Curbs Expansion of Fiber Optic Network, Cutting Jobs
Tech: Apple slips as supply woes weigh on holiday sales forecast
Tech: Snapchat Seeks to Raise as Much as $4 Billion in IPO
Tech: Microsoft Introduces Surface Studio Desktop, Windows 10 Update

General Motors Brings IBM’s Watson Into Its Vehicles
IBM: A Billion People to Use Watson by 2018
Self-Driving Truck’s First Mission: A 120-Mile Beer Run
Hello World, Episode 8: Japan’s Obsessive Robot Inventors Are Creating the Future
The Pentagon’s ‘Terminator Conundrum’: Robots That Could Kill on Their Own

World Bank: Ranking of economies - Doing Business

  Oct 26

Jeremy Grantham says ‘presidential cycle’ investing is dead
EL-ERIAN: There are 2 election scenarios that'll cause the markets to go haywire
Ratings Inflation Is Back, Subprime Style

Central banks
Fed’s Task Next Week: Signal December Rate Rise
Fed Inclined to Lift Rates If New President Adds Budget Bump
Fed's Bullard says one rate increase is all that's needed for now
Draghi Defends ECB’s Easy-Money Policies
BIS: Thomas Jordan: Monetary policy using negative interest rates
Brookings: Interview with Kuroda

Sluggish global trade growth is here to stay
As Europe and Asia Hoard Cash, Economists See Echoes of Crisis

Fed Study: U.S. can add as few as 50,000 jobs per month and still be healthy
Conference Board Consumer confidence falls more than expected
Bernanke: Are Americans better off than they were a decade or two ago?
U.S. Home-Price Growth Warmed Up in August
ACA Premiums Jump 25%; Administration Acknowledges Extended Enrollment

Ceta debacle heralds a period of disintegration for the EU
The Euro-Area Economy Is Beating Expectations
Germany Inc. Sits on $500 Billion in Cash Amid Weak Outlook
GM warns of more cuts in Europe as Brexit bites

US politics
Investors.com: The Wide Range Of Poll Results Between IBD/TIPP And Others?
Wired: Trump’s Campaign Is Launching a Nightly News Show on Facebook
The 282 People, Places and Things Donald Trump Has Insulted on Twitter
ABC: Clinton Email Highlights Study Finding US Dominated by 'Economic Elites'
Clinton Readies Post-Election Push on Highways, Corporate Taxes
The Rich Get Ready for Higher Taxes Under a President Clinton
Clinton Ally Aided Campaign of FBI Official’s Wife
Clinton’s Florida Secret Weapon: New Puerto Rican Arrivals

Obama Says U.S. Has No Idea Who Carried Out Cyberattack
Chinese Firm Says Its Cameras Were Used to Take Down Internet
U.S. takes aim at cyber attacks from connected devices as recalls mount
Credit-Card Scammers Flock to Online Shopping
Amazon Executive: Cloud Computing Remains Secure
FRB: Federal Reserve's Secure Payments Task Force identifies key priorities

Industries & companies
Autos: How Wall Street is treating the US auto industry
Energy: Renewables overtake coal as world’s largest source of power capacity
Financials: Wall Street Banks to Face On-Site Reviews of Sales Practices
Financials: Why Goldman Sachs was not on AT&T-Time Warner
Financials: Greenwich Associates on Wall Street trading changes
FinTech: Startup offering a 'cafeteria-style menu' for health insurance
Industrials: Caterpillar Says Sales Woes Could Linger
Industrials: GM Third-Quarter Earnings More Than Double
Retail: Under Armour plunges after warning that future sales growth may stink
Telecom: T-Mobile seen as top target following AT&T-Time Warner deal
Telecom: AT&T’s Deal for Time Warner Faces Tough Climate
Telecom: Politicians Overreact to AT&T-Time Warner Deal
Tech: Apple Watch 3Q shipments down 71.6%
Tech: Tech Shares Give IPO Market Some Pep

'Siri, catch market cheats': Wall Street watchdogs turn to A.I.
New York City construction spending forecast to hit record: report
The 8 most reliable car brands according to Consumer Reports
50 best movies of all time, according to critics

  Oct 25 Markets
What Presidential Election? Deal Making Has Biggest Week Since 1999
Stocks Gain, Spurred by Corporate Deals, Earnings
Stock Bulls Look Past Lower Premiums and Stay Sold on Dealmaking
What will the AT&T-Time Warner deal mean for the US market?
JPMorgan Heralds M&A Bonanza as Companies Seek New Ways to Grow
US equity bulls are counting on profits to save the day
Goldman Sachs just got pessimistic about earnings for the biggest companies in the US
FRB-SL: Stock Market Is Up, but Mutual Fund Investors Have Left

Passive investing
99% of actively managed US equity funds underperform
Readers React: Low Fees Are Driving Us Into Passive Funds
Meet the New Corporate Power Brokers: Passive Investors

Treasuries Need Tough Rules Similar to Stocks, SEC Chair Says
US Treasury urges transparency for nation’s $13tn debt market
FRB: Speech--Powell, Opening Remarks on Government Securities Settlement

Iraq doesn't want to participate in an OPEC production cut

Industries & companies
Autos: Detroit Keeps Foot on the Gas When It Comes to Trucks
Energy: American Midstream Partners to buy JP Energy Partners
Financials: TD Ameritrade to Acquire Scottrade Financial
Financials: Wells Fargo Starts Nationwide TV Commercials Addressing Scandal
Financials: Visa Profit Rises 28% as Results Top Wall Street Views
Industrials: Rockwell Collins buying B/E Aerospace for $6.4
Tech: Berkshire Portfolio Manager Explains Apple Investment
Telecom: AT&T Promises Innovation in Advertising With Time Warner Deal
Telecom: What AT&T gets from Time Warner
Telecom: AT&T Faces Political Barrage Over Time Warner Deal
Telecom: AT&T, Time Warner Shares Drop Amid Wall Street Skepticism
Telecom: AT&T’s Time Warner Purchase Acknowledges TV Everywhere’s Failure
Telecom: AT&T bond investors rattled by Time Warner deal
Telecom: T-Mobile Profit Climbs as It Adds 2 Million Customers
Retail: Nine West Said to Seal Deal With Lenders to Survive Holidays

Barclays Warns ‘Politics of Rage’ Will Slow Global Growth
How Paul Romer Is Already Stirring the Pot as the World Bank’s New Chief Economist

Retailers Rushed to Hire for Holidays, a Sign of Tight Labor Market

Get ready for Merkexit
EU, Canada Trade Deal Blocked by Belgian Opposition
Germany is driving the European economy again

China’s Global M&A Spree Shifts to Technology, Fashion and Sports
A Chinese company on a buying spree just took a 25% stake in Hilton

Japan's trade balance swung back to the black in September

US politics
Goldman Sachs CEO Lloyd Blankfein on supporting Hillary Clinton
Warren Campaigns With Clinton With Eye on Curbing Wall Street
The Real Problem of This Election: Lack of a Mandate for the Winners
Hillary Clinton Looks to Nov. 8 and Beyond
Trump turns fire on ‘phoney’ opinion polls

Geopolitics & terrorism
Russians Conduct Nuclear-Bomb Survival Drills as Cold War Heats Up
Putin aide signals thaw in Russia’s ties with next US president
America’s grip on the Pacific is loosening
Singapore deputy PM warns on US retreat from Asia
Web Attack Stemmed From Game Tactics

Japan Has Birthed a New Life Form: The Drunk Android
Workaholic Koreans Are Taking More Time to Relax
  Oct 24

What Is the Listless Market Telling Us?
Trump triumph forecast to trigger market turmoil
How to Win as Passive Investing Goes Massive
Woebegone Stock Pickers Vow: We Shall Return!
Investors’ Search for Yield Prompts Record Saudi Deal
Moody’s Expects U.S. to Sue Over Its Precrisis Ratings

Strategists Still See Scope for Gains in the Dollar
Strong dollar fears set tone for markets this week
Euro hits 7-month low against the dollar

Central banks
Fed's Williams wants rate hike this year as wages rise
Blackstone CEO: To revive America’s economy, raise interest rates

Sputtering Startups Weigh on U.S. Economic Growth
The Mystery of the Lost American Workers
Building the New Economy [with less government & more immigrants]

EU Sets Belgium an Ultimatum on CETA [trade deal with Canada]
Britain’s Weak Brexit Hand Points to Acrimonious Divorce
Spain Impasse Ends as Mariano Rajoy Is Assured Re-election

Xi Jinping Seeks Safety in Numbers—Or Else
Xi Jinping’s Trump Moment

US politics
Trump gains on Clinton
Trump's Vision for His First 100 Days
Trump Is a Lesson in Dignity and Democracy
Some at Facebook Pushed for Removal of Trump’s Posts
Clinton Attacks Trump for Threatening to Sue Accusers
Half of Republicans would reject election result if Clinton wins
Chris Wallace surprised by Clinton and Trump's 'distaste' for each other

Geopolitics & terrorism
Putinism: The threat from Russia
The Philippines Just Blew Up Obama's Asia Pivot
Beijing and Manila follow diplomatic thaw with economic embrace
U.N. Official Pushing for War-Crimes Inquiry of Aleppo Siege
Iraqi army drives Islamic State from Christian region near Mosul

The massive cyberattack that crippled the internet
Chinese hackers targeted US aircraft carrier
Connected devices create millions of cyber security weak spots

Industries & companies
Aerospace: Rockwell Collins to Buy B/E Aerospace for $6.4 Billion
Media: AT&T Wants to Reinvent Itself With $86 Billion Time Warner Deal
Media: AT&T Turns Into Media Giant With Time Warner Deal
Tech: The Tech Bubble Didn’t Burst This Year. Just Wait
Tech: Faster, Smarter, Better: The Next Chip Revolution

Where to Find the Best Safari Deals in Africa
Europe's Mars probe destroyed after plunging to surface

  Oct 22

Positioning your portfolio for a post-election surge
10 companies totally blow away profit targets
Euro skids to lowest level since March
SEC preparing large-scale review of exchange traded fund industry
The $108 Billion Man Who Has Beaten the Market

Oil rig count rises for 8th straight week
RT: Rosneft boss Sechin says Russia could raise oil output

Industries & companies
Autos: The Only Thing on Autopilot at Tesla Is the Hype Machine
Consumer: BAT Offers to Buy Remaining Reynolds Stake for $47 Billion
Industrials: GE Cuts Sales Outlook as Oil Drop Hampers Industrial Growth
Media: AT&T in Advanced Talks to Acquire Time Warner
Media: AT&T Has 120 Billion Reasons to View Time Warner Cautiously
Media: Altice USA draws up plans for IPO
Media: The WSJ is asking a 'substantial number' of staff to take voluntary buyouts
Restaurants: McDonald's Roll Is Getting Stale
Retail: U.S. mall investors set to lose billions as retail gloom deepens
Tech: Qualcomm is reportedly nearing a massive deal to buy NXP Semiconductors
Tech: Microsoft shares hit record high as results top estimates
Tech: Microsoft's bet on the cloud appears to be paying off
Tech: Trivago is planning to go public by Thanksgiving

Central banks
ECB’s Mario Draghi Hints at Extension of Bond Purchases
There Are Still Warning Lights Flashing on Draghi's Economy Dashboard
Mario Draghi: ECB press conference - introductory statement
BOJ Kuroda Speech: New Challenges for Japan's Labor Market

Cass Freight Index collapsed at fastest rate since 2009
Why Corporate America’s Debt Is a ‘Major Risk’
Where the Next Crisis Will Come From
Cities get wise to Airbnb
Is the Federal Budget Deficit an Urgent Problem?

May Wants Britain, EU to Trade Freely After Brexit

China's red-hot housing market is still accelerating

US politics
Clinton's debate reference to nuclear response rekindles judgment questions
Hacked Emails Show Clinton Advisers Worried TPP Stand Would Be Seen as Flip-Flop
In Debate, Hillary Clinton’s Clarion Call for Women Thrills Many
Polling safeguards stepped up after Trump's 'rigged election' claim
Trump’s Jokes Strike a Sour Tone at New York’s Al Smith Dinner
Trump Says He Will Accept Election Outcome (‘if I Win’)

Geopolitics, cyber-security, & terrorism
Internet Service Restored in Eastern U.S. After Web-Hosting Hack
Russian Suspect Charged in San Francisco Over Hack of LinkedIn
U.S. warship challenges China's claims in South China Sea
London’s City Airport Evacuated After ‘Chemical Incident’
Canada-EU trade accord teeters on verge of collapse
Islamic State launches counter-attack in Iraq
Duterte, Back From China Trip, Says He’s Not Severing U.S. Ties

Baby Boomers Are Getting Too Old for Sports Cars
The first 11 Microsoft employees: Where are they now?

  Oct 21

This Is No Time to Be Trading Stocks, Apparently
Making Billions With One Belief: The Markets Can’t Be Beat

Industries & companies
Autos: Tesla just revealed new cars and Model 3 will have fully self-driving hardware
Financials: Amex soaring despite lowest quarterly revenue in more than 5 years
Financials: Fifth Third Profit Tops Views
Financials: Bank of New York Mellon Earnings Rise on Lower Expenses
Financials: Wells Fargo is under criminal investigation in California
Pot: The Future of Cannabis Sales Is Tiny Brownies
Restaurants: People aren't buying doughnuts because they're worried about the election
Retail: EBay is getting crushed after announcing weak guidance for earnings
Retail: Walgreens is pushing back its merger deadline with Rite Aid
Telecom: Verizon revenue drops as subscriber additions disappoint
Tech: Microsoft’s Expensive Cloud Bet Is Paying Off

Central banks
ECB holds rates, seen charting course to more easing in December
Draghi Hints at Extension of ECB Bond Purchases
Draghi’s ‘Did Not Discuss’ Leaves Investors to Fill in the Gaps
Alan Greenspan’s Legacy to Central Banking: ‘The Guru Can Punch Back’
IMF: Negative Interest Rates : How Big a Challenge for Large Danish and Swedish Banks?

U.S. Existing-Home Sales Rebounded in September
[Distressed sales] now at the lowest level since 2008
Pulte Group CEO on US Housing Market
Here’s Just How Much Building It Would Take to Boost Big-City Affordability
FRB-BOS: The Elusive "Great" Recovery: Conference Materials

London’s Mega-Mansion Owners Have a Tough Time Selling

The Frail Pillars of China’s Economy
China Holdings of U.S. Treasuries Drop to Almost Four-Year Low

Inflation Outlook Rises Everywhere But Japan

Middle East now has more migrants than Spain has people

US politics
Trump Is Left With Only Himself to Blame
Trump Threatens Law, Order, Democracy
Will Trump accept election's outcome? 'I will keep you in suspense'
Trump Reserves Right to Contest Outcome
Trump’s stance on election result triggers Republican backlash
Clinton accuses Trump of being Putin's 'puppet'
Trump's 'bad hombres' and 'nasty woman' remarks stoke online outrage
People are raving about the Fox News anchor who moderated the last presidential debate
In Presidential Contest, Voters Say ‘Basic Facts,’ Not Just Policies, Are in Dispute

Geopolitics, cyber-security, & terrorism
EU to Warn Russia of Further Sanctions Over Aleppo Attacks
Turkey Strikes Syrian Kurds as Multifaceted Conflict Rages On
Iran steps up weapons supply to Yemen's Houthis via Oman
How ISIS Used Chat Apps to Direct Attacks in West
Trove of Stolen Data Is Said to Include Top-Secret U.S. Hacking Tools
Ex-NSA Worker Stole at Least 500 Million Pages of Records, U.S. Says

Morgan Stanley: World’s ageing population [devastating] for the global economy
HBR: Index Funds Are Fueling Out-of-Whack CEO Pay Packages
Goldman Sachs is now using Spotify to recruit millennials
Ex-Fox Chairman Roger Ailes to be Subject of TV Mini-Series

  Oct 20

US earnings boost hopes that profit recession is ending
‘Passive’ Investing: A Lot More Active Than You Think
Broken Indicators Make It Harder to Spot Troubles in the Market
Saudis Launch Sale of $17.5 Billion in Bonds Amid Oil Glut

Industries & companies
Financials: Morgan Stanley Gets Boost From Trading as Profit Rises
Financials: AmEx Profit Beats Estimates as Lender Raises Full-Year Forecast
Financials: BlackRock’s revenue dips as active investment weakens
Financials: Wall Street Is Doing Just Fine With Fewer Workers
Media: Netflix Is Taking Over Hollywood, and Hollywood Isn’t Thrilled
Media: Google Signs Up CBS for Planned Web TV Service
Pharma: J&J prepares for drug price war with Pfizer
Tech: Intel's results beat estimates; forecast disappoints

Central banks
Mario Draghi Faces Test at ECB Meeting Amid Investor Nerves
Crunch looms on QE as European Central Bank meets

Fed Beige Book Shows ‘Mostly Positive’ Outlook for U.S. Economy | Beige Book
Fed’s Beige Book: U.S. Economy Expands, Labor Market Tightens
U.S. Housing Starts Fell 9% in September
Look Who’s Driving the U.S. Housing Market [Millennials]
When Tech Bites Back: Innovation’s Dark Side
Social Security Taxes to Rise for Higher-Income Americans

Economists Question China’s Consistent Growth Numbers
China GDP on target with 6.7% growth
Russia’s Incredible Vanishing Middle Class

US politics
Millennials Aren’t Fired Up by 2016 Campaign
Democrats Eye Big Gain in House Seats
ARIZONA turns blue
Trump Says He Would Push for Congressional Term Limits
Trump’s Call to Monitor Polls Raises Fears of Intimidation
Trump campaign walks back 'voter fraud' claims
Dirty money: Trump and the Kazakh connection
Yes, Ford Is Building Plants in Mexico. No, It’s Not Cutting U.S. Jobs.
Marco Rubio Warns GOP Against Discussing WikiLeaks
WikiLeaks Founder Julian Assange’s Isolation Deepens
Federal Inquiry Into Mayor de Blasio Is Said to Focus on Whether Donors Got Favors

Geopolitics & terrorism
Expect ISIS to use chemical weapons in Mosul: officials
U.S. vows all-out defense against 'grave' North Korean threat

Japan considers regulating Pokémon Go virtual currency
Tramadol: The Opioid Crisis for the Rest of the World

  Oct 19

Investor Cash Levels Jump Toward Levels Not Seen Since 9/11
Are Fund Managers Doomed? Making the Case for Passive Investing’s Triumph
The Hidden Weaknesses of Index Funds
One Place Where Passive Investing Doesn’t Rule: Bonds
More Than One Worry Is Hitting Bond Markets
Most endowment funds feel dreaded pinch of negative returns

World Energy Council: World Energy Scenarios 2016
Oil groups ‘threatened’ by electric cars
As OPEC Waits on Russia, Naimi Memoir Offers Cautionary History

Central banks
Fed Officials Make Case to Hold Rate Rise Until December
Once jobless and uncounted, eager workers could slow Fed rate hike
Boston Fed’s Rosengren makes case for reverse Operation Twist
Fed’s Fischer Says Fiscal Policy Could Help Fight Low Growth
Bullard: What Is Needed for Higher Long-Run GDP Growth
Carney Steels for Inflation Test as Prices Jump Most Since 2014
BOJ: Supplementary Paper Series for the "Comprehensive Assessment"
Central Bankers Rejoice: There Are Signs That Inflation Is Actually Arriving

U.S. Consumer Prices Rose a Steady 0.3% in September
CPI inflation confirmed restaurant, car, and healthcare trends
We’re getting the wrong kind of inflation
The job juggle is real. Many Americans are balancing two, even three gigs

Suddenly everyone wants to be German
Can an Article 50 notification be revoked?

China Sept new yuan loans surge to 1.22 trillion yuan, well above forecasts
Chinese Debt Growth Surges Again
IMF: Resolving China’s Corporate Debt Problem
China to World: We Don’t Need Your Factories Anymore
China's Housing Market Isn't in a Bubble After All

Saudi Arabia: Give Us Your Money and Stop Asking About Oil

US politics
Obama Calls Trump a Whiner Over ‘Rigged’ Election Complaints
President Obama Questions Donald Trump’s Approach Toward Russia
Donald Trump’s Tax Plan Would Boost Economy in Short Run but Not Long Term, Analysis Finds
The New Protesters Defying Donald Trump: His Customers
Sorry, Trump, Fed Policy Actually Favors You
Why Populists Lose Elections
New FBI release on Clinton email probe refers to 'Shadow Government'
Could a President Clinton Be Tough on Wall St.? Her Staff’s Emails Hint Yes
Goldman Sachs Paid Hillary $675,000 For This?
Big Labor Unions Step Up Presidential-Election Spending
Ecuador cuts Julian Assange's internet access: WikiLeaks

Geopolitics & terrorism
Battle for Mosul Tests Obama Strategy to Shift Fight’s Burden From U.S.
A distracted America in a dangerous world

Industries & companies
Autos: Ford to Idle Four Factories as Slowing Sales Bloat Inventory
Energy: Double Eagle Energy, a Texas unicorn, preps for a rare oil IPO
Financials: Goldman Should Share the Wealth
Financials: Goldman Sachs is down year-to-date in 2016
Financials: BlackRock Profit Jumps 3.8% to $875 Million on Expense Cuts
Health Care: UnitedHealth Tops Views, Boosts Outlook
Media: Disney chose not to buy Twitter because of trolls, abuse
Transportation: J.B. Hunt Earnings Fall Amid Weak Demand

Americans Work 25% More Than Europeans, Study Finds
Divorce Is Destroying Retirement

  Oct 18

Goldman: It's looking like a 'wave' for Democrats, and that could be bad for stocks
Investors really want Hillary Clinton to win now
Stock Prices Under Threat as Global Trade Becomes a Pariah
The Dying Business of Picking Stocks
Calstrs to pull $20bn from external fund managers
Government Bonds Pounded by Inflation Fears

What OPEC’s Oil U-Turn Missed: Peak Demand Keeps Getting Closer

Central banks
Boston Fed's Rosengren maps case for a dove's rate hike
BOJ’s Kuroda relaxes his tone on additional easing

Manufacturers Struggle to Woo Software Developers

Emerging markets will prosper as ‘peak trade’ proves unfounded
In China, Property Frenzy, Fake Divorces and a Bloating Bubble

U.S. State Dept official 'pressured' FBI to declassify Clinton email -FBI documents
Missing From Hacked Emails: Hillary Clinton Herself
Clinton Goldman Speech Transcripts Show Little to Match Fuss
Pelosi Says Election Could Give Democrats Control of U.S. House
As Voters Tune Out, Worries Grow About Turnout

Inside Donald Trump’s echo chamber of conspiracies, grievances and vitriol
Criticism of the News Media Takes On a More Sinister Tone
Trump son-in-law makes approach on post-election TV start-up
Why Trump TV will fail
Trump says election 'rigged,' Republican lawyers dispute allegations
Melania Trump Says Donald Was ‘Egged On’ in Making Lewd Comments
Trump alienates many wealthy donors in a most unusual US election
Trump's Russian connections span 30 years from Gorbachev to Putin
North Carolina GOP Office Is Firebombed, Vandalized

Geopolitics & terrorism
Russia slams 'unprecedented' US threats over cyber attacks
CIA Prepping for Possible Cyber Strike Against Russia
Russian Television Warns of Nuclear War Amid US Tensions

Industries & companies
Consumer: PepsiCo launches multibillion-dollar health drive
Energy: Two Charts That Show How Renewable Energy Has Blown Away Expectations
Financials: Bank of America profit rises on bond trading, cost cuts
Financials: Big Winner From London’s Brexit Exodus Isn’t Even in Europe
Media: Netflix shares soar on subscriber growth
Media: Netflix's $6 billion content budget in 2017 makes it one of the top spenders
Restaurants: Restaurant Chains Get Burned by Overexpansion, New Rivals
Tech: Apple and Huawei primary beneficiaries of Samsung Note 7 recall, top analyst says
Tech: How Apple Scaled Back Its Titanic Plan to Take on Detroit
Tech: IBM third quarter revenue falls, but tops forecasts on cloud, analytics growth

China Sends Astronauts Into Space for Longest Mission Yet

  Oct 17 Markets
Punk Profit Growth Won’t Kill This Bull Market
The stock market is setting itself up for a possibly monster year-end rally

Why the Economy Doesn’t Roar Anymore
Fed’s Yellen sees benefits in letting inflation exceed central bank’s 2% target
U.S. Budget Deficit Rose in Fiscal Year 2016, First Time in Five Years
The Next Recession Is Coming. Big Deal.

UK looks at paying billions into EU budget after Brexit

Chinese Property: When a bubble is not a bubble
Treasury Department Tones Down Criticism of China, Other Trading Partners
China’s ZTO Express Set for Biggest U.S. IPO This Year
Bangladesh: Tiger in the night

US politics
What Hillary Clinton's Leaked Goldman Sachs Speeches Tell Us
Transcripts of Clinton's Wall Street talks released in new Wikileaks dump
Hillary Clinton Picks Up Support From Women, Swing Voters to Build Lead
Trump says election being rigged 'at many polling places'
Fears mount on Trump's 'rigged election' rhetoric
Donald Trump Says Hillary Clinton Should Be Drug-Tested
Republican Congressional Candidates Seemingly Unaffected by Trump Unease
'SNL' spoofs the 'second and worst ever' presidential debate

Geopolitics & terrorism
U.S. and U.K. Consider New Sanctions on Russia Over Syria
U.S., Britain call for immediate ceasefire in Yemen
India's Modi, at summit, calls Pakistan 'mother-ship of terrorism'
Putin dismisses U.S. hacking allegations as campaign rhetoric

Industries & companies
Financials: J.P. Morgan, Citigroup Get a Rare Lift From Trading
Financials: Deutsche Bank Is Said to Explore Shrinking Its U.S. Operations
Financials: Goldman Sachs vindicated but bruised in court battle with Libyan fund
Financials: US investment banking makes a comeback
Industrials: How Caterpillar’s Big Bet Backfired
Steel: U.S. Steel Shares Could Rise 50% in a Year

Sugar, stress, red meat, and not sleeping shorten your life
Billionaire Richard Branson: The critical business lesson I learned from playing tennis
  Oct 15

Stocks, dollar rebound but Yellen rattles markets
There's an Ominous Divergence in the Market That We Haven't Seen Since Last Year
U.K. Bond Plunge Pushes 10-Year Yield to Highest Since Brexit
U.S. Dollar Rally Isn’t All It Seems
SoftBank and Saudi Arabia plan $100bn tech fund

Central banks
Yellen Cites Benefits to Running Economy Hot for Some Time
Yellen Sees ‘Plausible Ways’ Hot Economy Could Heal Growth
FRB: Speech--Yellen, Macroeconomic Research After the Crisis
FRB-SL Bullard: Higher GDP Growth in the Long Run Requires Higher Productivity Growth
FRB-SL: Q&A with President Bullard on New Approach to Projections
Fed’s Dudley Expects a Rate Increase This Year
Fed Officials Are Worried About Leverage. Investors Aren’t.
BOJ: Supplementary Paper Series for the "Comprehensive Assessment"
[Denmark:] Land With Longest Stretch of Negative Rates Finds Rich Are Getting Richer Faster

U.S. Retail Sales Rose 0.6%, Pointing to Confident Consumers
U.S. Deficit Up for First Time Since 2009 on Spending Surge
Goldman: Economic Uncertainty Has Been Tumbling Ahead of the U.S. Election
Why the Economy Doesn’t Roar Anymore
How Inequality Is Rising Among Identical Workers as Companies’ Fortunes Diverge
More Than 1 Million to Lose Obamacare Plans as Insurers Quit

Where in Europe Will Bankers Fleeing London Go After Brexit
Scotland to Consider New Independence Referendum Bill

China producer prices rise for first time in nearly five years, may ease debt woes
China No Currency Manipulator, Obama Treasury Says for Last Time
How to treat a family business [in China]: like a son or a pig?

Russia’s Outlook Raised to Stable by Fitch on Policy Action

US politics
Elizabeth Warren urges Barack Obama to fire SEC chief Mary Jo White
White House Is Sticking With SEC Chief Mary Jo White
Trump crowds rain hate on the press
Donald Trump Fends Off New Sexual Misconduct Claims, Calling Allegations a Conspiracy
Donald Trump’s Use of Foreign Steel Undercuts a Major Campaign Theme
Ryan Advocates for GOP Future — Avoids Mention of Trump Altogether
Hacked Emails Show Hillary Clinton Team Trying to Navigate Bill Clinton

Geopolitics & terrorism
Bromance Between Xi and Putin Grows as U.S. Spats Escalate
RAF given green light to shoot down hostile Russian jets in Syria
Syria's Assad says taking Aleppo from rebels key to pushing 'terrorists' back to Turkey
Feds Charge 3 Kansas Men With Plotting to Bomb Muslims

Industries & companies
Financials: Citigroup Profit Beats Estimates on 35% Jump in Bond Trading
Financials: JPMorgan beats third quarter forecast as trading roars back to life
Financials: Wells Fargo Details Fallout at Branches
Retail: Amazon to partner VMware as it seeks to bridge cloud gap
Tech: IBM, Google, others to unveil new open interface to take on Intel

Market grows for ‘regtech’, or AI for regulation

A Nobel That Helps Explain Why a Bagel Always Has Hole
Algorithms Aren’t Biased, But the People Who Write Them May Be

  Oct 14

Global Policy Uncertainty, a Drag on Growth, Is Higher Than in Crisis Years
Economists Believe a Recession Is Likely Within Next Four Years
Another stock-market party wrecker? Shrinking profit margins
Inflation fears cast shadows over long-dated bonds
Fed Rate-Rise Plan Hits Snag in Stronger Dollar, Higher Long-Term Yields

Central banks
Federal Reserve members admitting low rates may hurt economy
ING research on helicopter money

Minnesota Governor Mark Dayton: Obamacare no longer affordable
How to Fix the Tax Code and Close Donald Trump’s Loopholes

China exports fall as concerns over demand grow
China's trade data has delivered some unwanted news

Donald Trump Finds Improbable Ally in WikiLeaks
Clinton Tax Plan Seen Costing 697,000 Jobs Amid Lower Wages
FBI, DOJ roiled by Comey, Lynch decision to let Clinton slide by on emails, says insider

Trump May Not Win, but He’s Not Going Away
Some in G.O.P. Who Deserted Donald Trump Over Lewd Tape Are Returning
Democrats hope Trump brings down the House
Trump Calls Sexual-Assault Claims Conspiracy to Defeat Him
Scarborough suggests Trump allegations could have been coordinated
TMZ.com: NBC Planned to Use Trump Audio to Influence Debate, Election
Michelle Obama Rebukes ‘Predatory’ Trump, Saying She’s Shaken to Core
Mark Burnett, ‘Apprentice’ Producer, Denounces Trump

Geopolitics & terrorism
DailyMailUK: Russia orders all officials to fly home any relatives living abroad
Treat Russia Like the International Poison It Is
Trump adviser accuses U.S. of disregarding Russia's interests
Egypt Juggles Its Friendships as Russian Influence Surges
A New Weapon in Russia’s Arsenal, and It’s Inflatable
U.S. Strikes Yemeni Rebel Sites After Warships Are Targeted
Seoul Questions Own Defense Strategy as North Korea Nuclear Threat Grows

Industries & companies
Financials: Goldman’s Marcus loans hit Main Street
Financials: Deutsche Bank hiring freeze
Financials: Wells Fargo CEO Stumpf retires effective immediately; Tim Sloan to take over
Financials: Morgan Stanley Makes $100-Million Move on Fintech Startup Affirm Inc.
Tech: Samsung Slashes Profit Forecast Due to Galaxy Note 7 Recall
Tech: Galaxy Note 7 Is Not Samsung’s Only Problematic Product

Hyperloop One wins backing from DP World
Wireless tech in the next 10 years

Bob Dylan Wins Nobel Prize in Literature
SEC Said to Demand That Cooperman Agree to Hedge Fund Suspension

  Oct 13

Earnings season
Earnings Season Arrives With Thud After Stock Investors Cut Risk
Earnings recession expected to extend to sixth straight quarter
End of the US earnings recession is no catalyst for bulls
Everyone Is Blaming the Dollar for a Rough Earnings Season

One Measure of Investor Worry [i.e., Cost of downside protection] Just Hit Its Highest Level Ever
Treasury market plumbing in focus as JPMorgan pulls back
Pound hits record trade-weighted low

OPEC Faces Half-Million-Barrel Dispute With Members on Cuts
OPEC points to larger 2017 oil surplus despite deal to cut

Central banks
Fed Minutes Show Officials Expect to Raise Rates ‘Relatively Soon’ | Minutes
Fed minutes show holding rates was close call
Inside the Fed’s September Minutes: The Annotated Meeting
Fed can be 'gentle' in hiking rates, Dudley says
Mario Draghi: IMFC Statement
BIS: Peter Praet: Monetary policy and the euro area banking system
BOJ: Economic Activity, Prices, and Monetary Policy in Japan
Fed Vice Chairman Stanley Fischer: ‘Great Fear’ About Antiglobalization

U.S. job openings hit eight-month low, labor market still strong
America’s Dazzling Tech Boom Has a Downside: Not Enough Jobs
Texas, Once a Star, Becomes a Drag on the U.S. Economy

Can Britain's Parliament Tone Down Brexit? Q&A

China’s Central Bank Weakens Yuan Fixing for Sixth Straight Day
Why China's Efforts to Cool Its Property Market Won't Work

US politics
Trump Condemns Congress, FBI, Justice Department for Not Prosecuting Clinton
Trump Renews Warning About ‘Stolen’ Election
Trump’s New Attack Strategy: Curb Clinton Vote
Emails Show Hillary Clinton Campaign’s Response to Fallout
Clinton Camp Says Trump’s Tough Tactics Won’t Work
For or Against Trump, GOP Fears Intensifying Civil War If He Loses
Split Over Donald Trump Threatens to Tilt Republican States
Some of Donald Trump’s Economic Team Diverge From Candidate
Donald Trump Hints If He’s Elected, Paul Ryan Will Be Out of a Job
Henry Blodget: Sorry, Donald, rich people like you and me actually don't create the jobs
Federal Government Is Running Out of Funds to Detain Illegal Immigrants

Geopolitics & terrorism
Kerry and Lavrov to resume talks on Syria despite war crimes row
U.S. Navy destroyer again targeted by missiles from Yemen: U.S. officials
Europe’s Ties With Russia Fray in Face of Moscow’s Role in Aleppo Bombing
Top Russian Officials Shift Away From Denying Involvement in DNC Hack
White House Vows ‘Proportional’ Response for Russian DNC Hack

Industries & companies
Financials: Future of Banking Looks Dark—Why That’s a Problem
Financials: The New Plan to Bail Out ‘Too-Big-to-Fail’ Banks
Financials: Germany’s Banking Problem Is Bigger Than Deutsche Bank
Financials: Deutsche Bank Fined by SEC Over Failure to Guard Research
Tech: Amazon’s Music-Streaming Service Competes on Price and Robotic Assistance
Tech: Here’s how much Apple may profit from Samsung’s exploding phone disaster

Google’s DeepMind brings thinking computers a step closer
How Not to Strangle Your Unicorn

Mansion Global: New York City’s Five Priciest Neighborhoods: Not All of Them are in Manhattan
The Landlord’s Guide to Gentrifying NYC: Out With the Poor, In With the Rich

  Oct 12

Maybe Not Dangerous, But Stock Valuations Are Still Notably High
The S&P 500 looks eerily similar to right before the 1987 crash
Pound Selloff Accelerates as Flash Crash Lows Loom Ever Nearer

Rising OPEC Oil Output Shows Challenge of Curbing Production
Oil slides as Russia's Igor Sechin says no to production freeze
IEA Sees Oil Market Rebalancing Faster If OPEC Respects Deal
OPEC, key producers to discuss six-month oil deal

Central banks
Fed Minutes Could Show Strength of Hawkish Rebel Camp in FOMC
Evans Pushes Go-Slow Tightening Pace as Next Fed Hike Looms
Fed's Kashkari says U.S. economy has room to run
Lael Brainard, a Fed governor in the political glare
It would be wrong to abandon the policy of negative rates

America’s New Normal Will Look Pretty Slow, Fed Economist Says
FRB-SF: What Is the New Normal for U.S. Growth?

China banks may need $1.7 trillion injection as credit quality worsens: S&P
Goldman Warns China’s Outflows May Be Worse Than They Look
Foreigners buying China bonds faster than ever before
Speculation grows Xi Jinping will defy China rule on leadership retirement

Japan Passes $32 Billion in Extra Economic Stimulus, but Some Seek More

Saudi Arabia Signals Risks to Investors Ahead of Bond Issue

US politics
Donald Trump Declares Himself Freed From Republican Party ‘Shackles’
GOP Feuds Over Support for Donald Trump
Ryan-Trump Split Foreshadows Bitter Battle for Soul of GOP
Toxin of association with the outrageous Donald Trump
Investors See New Risk in Trump Swoon: A Democratic Congress
Were He Seeking Any Other Job, Trump Would Be Flagged by H.R.
For Many Women, Trump’s ‘Locker Room Talk’ Brings Memories of Abuse
‘Apprentice’ Producer Says He Can’t Release Old Trump Footage
How Julian Assange Turned WikiLeaks Into Trump’s Best Friend
Hillary Clinton flying high after debate performance
Hillary Clinton’s Campaign Strained to Hone Her Message, Hacked Emails Show

Geopolitics & terrorism
Russia Says It’s Joining China to Counter U.S. Missile Defense
Russia’s Vladimir Putin Cancels Paris Trip Amid Differences Over Syria
Escalation in Syria means EU less likely to soften stance on Russia
Russia and Turkey agree gas pipeline deal
China berates visiting New Zealand defense minister over South China Sea stance

Industries & companies
Financials: Wells Fargo scandal not hurting business, doesn't want people to know
Industrials; Alcoa misses Q3 profit forecast ahead of split
Restaurants: Yum Looks to Be Leaner After China Spinoff
Retail: Amazon to Expand Grocery Business With New Convenience Stores

Zebra teaches algorithm to detect breast cancer
Facial Recognition Software Advances Trigger Worries

SEC Breaks Record for Number of Enforcement Cases
Brain Exercises Don’t Live Up to the Hype, Researchers Say
More millennials switch off social media

  Oct 11

The profit recession on Wall Street is coming to an end
Earnings Preview: Better Now, But Weaker Next Year
Goldman Sachs Has a Warning For This Quarter's Corporate Earnings

Financial markets continue to price in Clinton win after debate
[Fear to Greed:] The Great Market Switcheroo of 2016
Is the Bond Market in a Bubble?
Goldman Sachs Sees Shock Potential for U.S., European Stocks
Pound plummet blamed on ‘liquidity holes’

Russians and Saudis Pledge Joint Effort to Limit Oil Production
Putin Again Promises OPEC an Oil Agreement

Central banks
Draghi Says ECB Ready to Provide Extra Stimulus if Needed

[Inventories:] One U.S. Recession Indicator Looks Less Scary On Closer Inspection

German exports post biggest rise in more than six years
Germany well-placed for post-Brexit migration of London business
Frankfurt vies for UK banking jobs post-Brexit
UK retreats on plans to make companies list foreign workers
Europe May Finally End Its Painful Embrace of Austerity

China unveils plans to cut corporate debt, to push debt-to-equity swaps
China anti-corruption campaign backfires

US politics
Trump Is Starting to Look Like an Independent Candidate
Trump Ends Nightmare Weekend With Over-the-Top Debate
Trump Unpacks Three Decades of Clinton Baggage in Debate
Trump Would Jail Clinton? There's a Name for That
Trump Talks at Debate, but Many Women Hear Only a 2005 Tape
Trump the Showman, Now Caught in the Klieg Lights
Buffett Just Released His Own Tax Data to Hammer Trump
Trump Acknowledges Not Paying Federal Income Taxes for Years

Geopolitics & terrorism
Putin, Erdogan Boost Russian-Turkish Trade Ties
In Coastal Libya, Islamic State Prepared to Build a Nation
German Police Arrest Suspect in Alleged Terror Bomb Plot

Industries & companies
Financials: Deutsche Bank received special treatment in EU stress tests
Financials: RBS denies allegations of causing SMEs to fail
Financials: Wells Fargo Managers Pushed Overdraft Services
Financials: US banks ease off on corporate lending push
Pharma: Bristol-Myers shares tumble 10% on failed clinical trial
Pharma: Mylan Puts Its Troubles in the Past, at a Price of $465 Million
Retail: Whole Foods Sets Up Shop in Low-Income Neighborhoods
Tech: Samsung to Halt Galaxy Note 7 Production Temporarily

Harvard and MIT Economists Share Nobel for Contract Theory

  Oct 10 Global
This Was the Week the World Got Really Anxious About Globalization's Future
Global Elites Step Up Defense of Openness as Populism Rises
Global Political Uncertainty Weighs on Growth Outlook

OPEC's Miracle Might Just Be a Mirage
OPEC Deal Won’t Do Much for Oil Prices

Central banks
The Truly Scary Clowns: Central Bankers
Fischer Sees Little Risk of Fed Falling Behind the Curve
BOJ's Kuroda vows to cut rates, buy more assets to fight shocks
ECB could hit inflation target by late 2018, early 2019

Why Labor Nonparticipants May Be Unavailable
The life and death of Trumpian America
The Gray Gender Gap: Older Women Are Likelier to Go It Alone
US commercial bankruptcy filings have soared 38% from one year ago

Wall Street bosses warn on Brexit risks
Frankfurt vies for UK banking jobs post-Brexit
International banks highlight eurozone weakness
Italy Wags Finger at Germany Over Deutsche’s Woes

US politics
Trump assails Bill Clinton, vows to jail Hillary Clinton if he wins White House
Trump holds surprise pre-debate press conference with women who have accused Bill Clinton of misconduct
There are hints more damaging Trump tapes exist — and someone is already willing to pay millions for them
SNL' and Alec Baldwin take on Trump
Mexican Peso Soars to Month High
Trump Video Demolishes GOP Unity as Party Fears Easy Clinton Win
GOP Leaders Turn Their Backs on Trump After Lewd Comments
Donald Trump Says Campaign Not in Crisis, and There Is ‘Zero Chance I’ll Quit’
Sanders supporters seethe over Clinton's leaked remarks to Wall St.
WikiLeaks Claims Clinton Speech Text
Why Are Politicians So Obsessed With Manufacturing?

Geopolitics & terrorism
Russia says U.S. actions threaten its national security
Germany Escapes Bomb Attack as Syrian Suspect Still at Large

Industries & companies
Defense: Defense Shares Look Tempting
Financials: Deutsche Bank CEO Hasn’t Reached Accord With U.S., Bild Reports
Financials: Deutsche Bank Talks With Justice Department Said to Continue
Financials: Deutsche Bank and the Nonstop Bleeding of Europe’s Lenders
Financials: Germany's Schaeuble says too much talk on Deutsche Bank
Financials: What Went Awry at Wells Fargo? The Beaten Path of a Toxic Culture
Media: Jack Ma, Spielberg Strike Deal to Bring Hollywood to China
Pharma: Study May Boost Use of Merck Lung-Cancer Drug
Tech: Google and Facebook are going to war

Corporate finance
Tech IPOs: A Lucrative, if Treacherous Game
The Key to Bigger Payouts: More Free Cash Flow

Your Next Friend Could Be a Robot
FRB: Brainard Speech, Distributed Ledger Technology

The $62bn secret of Warren Buffett’s success
Mark Cuban: There are three types of entrepreneurs

  Oct 8

A Market Oddity: ‘Growth’ and ‘Value’ Stocks are Marching to the Same Tune
Gold at a Crossroads After Metal’s Terrible Week

Flash Crash of the Pound Baffles Traders With Algorithms Being Blamed
Rude Awakening in the U.K. Over Brexit Cost Sends Pound Down
Brexit Turns Ugly for Pound, Gilts
Yuan Buckles After Latest Drop in China’s Foreign-Exchange Reserves

Central banks
Wall Street sees Fed rate hike by year-end after jobs data: Reuters poll
Fed needs help to boost interest rates, vice chairman says
Central Banks on QE Highway Worry About Running Out of Road
Dimon, Cohn Say Global Monetary Policy Becoming Less Effective
Fed's Mester says U.S. economic data consistent with higher rates

Payrolls in U.S. Rise 156,000 as More Americans Seek Work
Why Are So Many Men Not Working? They’re in Pain
Consumer Borrowing in U.S. Rises by Most in Nearly a Year
Retailers Are Now Blaming the Election for Poor Sales
Goldman sees U.S. auto sales entering slow lane, downgrades sector
One of Jeffrey Gundlach's Favorite Recession Indicators Just Got Triggered

German industrial output beats expectations
Foreigners in London ‘Horrified’ by May’s Immigration Vision

EU Slaps Tariffs on Two Chinese Steel Products

Russia Becomes a Grain Superpower as Wheat Exports Explode

US politics
This is what would happen if Donald Trump quit the presidential race
Trump Campaign Reels as Some Donors Explore Replacing Him
Donald Trump Says His Lewd Comments About Women in Unearthed Video Were ‘Locker Room Banter’
Trump defiantly apologizes after lewd remarks about women revealed
Republican Trump says 70 percent of federal regulations 'can go'
Donald Trump’s Ventures Began With a Lot of Hype. Here’s How They Turned Out
White House Coordinated on Clinton Email Issues, New Documents Show
FBI files reveal missing email 'boxes' in Clinton case, allegations of evidence tampering (FO)
Search Hillary Clinton's Emails
Hillary Clinton Targets Tax Hikes at the Very Top
Clinton Refuses to Disavow Hacked Excerpts From Paid Speeches

Geopolitics & cyber-security
U.S. Publicly Blames Russia for Hacking to Disrupt Elections
Kerry Says Russia and Syria Should Be Investigated for War Crimes
Russia Strongly Warns US Against Striking Syrian Army
Satellite images show activity at North Korea nuclear test site
Philippines Suspends Patrols With U.S. in South China Sea

Industries & companies
Autos: Pickup Price War Heating Up as Ram Knocks Off GM’s Chevy Truck
Financials: Deutsche Bank as Next Lehman Brothers: Far-Fetched but Not Unthinkable
Financials: Deutsche Bank gets top investor support, CEO in talks with banks
Financials: Deutsche Bank eyes asset management unit IPO
Pharma: Mylan to Pay $465 Million to Settle Medicaid Claims
Pharma: Insulin Prices Soar While Drugmakers’ Share Stays Flat
Tech: Samsung sees third quarter profit jump as chip surge eases smartphone recall blues

Will a Robot Take Your Job? How to Tackle ‘Fear and Anxiety’ in Today’s Economy
When McKinsey met Uber: The gig economy comes to consulting
A 19-Year-Old Just Built the First Fingerprint-Reading Smart Gun

Are you prone to obesity? The clues are in your gut bacteria
Colombia's Santos wins Nobel Peace Prize in boost for troubled talks

  Oct 7

Slowing Globalization Threatens Economy, U.N. Warns
Globalization Hits the Skids
Jack Lew: Here's How to Address Americans' Concerns About Globalization
Isolation From Globalization Won’t Work, PBOC Deputy Yi Warns
Obama says protectionism no answer to inequalities of globalization
Poll says most in US back globalisation

China’s Housing Boom Looks a Lot Like Last Year’s Stocks Bubble
Why Fiscal Policy Is Unlikely to Come to the Market's Rescue Anytime Soon
How a Saudi Royal Sparked an OPEC Deal and Sent Oil Prices Past $50

Central banks
Fed's Fischer says low neutral rate a sign of potential economic trouble | Speech
ECB's Constancio denies QE taper rumors

The US job market hasn't looked this good since the 1970s
Pew: The State of American Jobs
A Good Truck Driver Is Hard to Find as U.S. Job Market Tightens
Over 94 Million Americans Are Outside the Labor Force and That’s Almost Certain to Rise
Jack Welch’s Debunked Jobs Conspiracy, Four Years Later
Who's worried about America's $19 trillion debt?

German Factory Orders Surge as Domestic Demand Rebounds
Merkel Pushes Tough Line on Brexit
Hollande demands tough Brexit negotiations

Japan Retailers Keep Lowering Prices to Sway Frugal Shoppers

Why Investor Enthusiasm About Emerging Markets Could Be Fickle

US politics
Inside Trumponomics, Two Discordant Republican Philosophies
Trump Allies Want Him to Imitate Pence in Next Debate
Donald Trump: Past comments on women were 'entertainment'
Trump Urged Congress to Loosen Tax Rules in Early 1990s

Geopolitics & cyber-security
Assad offers rebels amnesty if they surrender Aleppo
In Syria Crisis, Russia Expands Alliance With Iran, Increases Missile Presence
A shaky trade pact that signals American decline: TPP
Next US president urged to curb Chinese investment in US media
NSA Hit by Fresh Theft Charge
Booz Allen Faces More Fallout After NSA Contractor’s Arrest

Industries & companies
Financials: Deutsche Bank Weighs Capital-Raising Options With Banks
Financials: Goldman Employees to Pull $300 Million From Omega Advisors
Pharma: Allergan steps out of Pfizer ashes with $7bn of deals
Media: NFL Ratings Fumble Surprises Networks, Advertisers
Retail: Amazon only needs a minute of human labor to ship your next package
Retail: Wal-Mart Expects Profit Pressures, Fewer New Stores
Retail: McDonald’s Knows It’s Losing the Burger Battle—Can It Come Back?
Tech: Snapchat Working on an IPO Valuing Firm at $25 Billion

Uber Slayer: How China’s Didi Beat the Ride-Hailing Superpower

Where the Economics Nobel Came From
The Rich Are Also Different From One Another
Fake Old Master Sold for $10 Million Rocks Art Market

  Oct 6

Shiller’s Powerful Market Indicator Is Sending a False Signal About Stocks This Time
ISM Services Report Alleviates Market’s Economic Anxiety
Possible Central Bank Rate Rises Put Pressure on Markets
Dividend Stocks Take a Hit
Are Higher Yields a False Alarm Again?
Markets eye the taper but fear the tantrum
Jamie Dimon Made One of the Year's Best Trades

U.S. Oil Stockpiles Decline to Lowest Level Since January
‘Wall of Supply’ to Block Oil Rally at $55, Goldman Sachs Says

Central banks
Lacker Warns Fed Governors Can Be Subject to Political Influence
This ‘bubble blind’ Fed is going to trigger another brutal recession
The Fed Talks Up a November Hike, But Bond Traders Aren’t Buying It
ECB Said to Build Taper Consensus as QE Decision Time Nears
May Says Unorthodox Monetary Policy Had Some ‘Bad Side Effects’

Backlash to World Economic Order Clouds Outlook at IMF Talks
How Technology Is Disrupting the Global Economy: Q&A With the IMF’s Christine Lagarde
The IMF Is Worried About the World's $152 Trillion Debt Pile
Obama Hails Enforcement on Trade Deals to Win Support for T.P.P.
A shaky trade pact that signals American decline

U.S. private sector adds 154,000 jobs in September - ADP
U.S. Service-Sector Index Surges
U.S. Trade Gap Expanded in August
Inflation Is Showing Signs of Life, Sort of
Yes, this is the slowest U.S. recovery since WWII
Working-Class White Men Are Falling Further and Further Behind College Graduates
U.S. Government Spending on Research Hits a 60-Year Low
Savita Subramanian: US economy shows 'evidence for an imminent recession'

May sets out vision to build a fairer Britain
Theresa May takes swipe at capitalist elite

US politics
Is Trump As Crazy As Hillary Is Corrupt?
Trump Donated to Officials Reviewing His Businesses
It’s astonishing how little damage Trump has done to the Republican brand
Bill Clinton slams ObamaCare: 'It’s the craziest thing in the world'
Mike Pence 'won' the debate by pretending Donald Trump doesn't exist
Mike Pence sounded like he wasn't even on Trump's ticket
Pence Succeeds in Debate Without Really Trying to Defend Trump
Pence talks tougher than Trump on Putin
Vice-Presidential Debate Fails to Sway Undecided Voters

Geopolitics & terrorism
Obama DOJ drops charges against alleged broker of Libyan weapons
Obama administration considering strikes on Assad, again
U.S. Election Cycle Offers Kremlin a Window of Opportunity in Syria
Baghdad warns of 'regional war' over Turkish military presence

Industries & companies
Energy: US oil and gas pipeline industry ripe for consolidation
Financials: Does Deutsche Bank Have a $47 Trillion Derivatives Problem?
Financials: BlackRock Cuts ETF Fees
Tech: Yahoo secretly scanned customer emails for U.S. intelligence
Tech: Yahoo’s Mayer Suffers New Hit to Privacy Reputation With E-Mails
Tech: Salesforce Slumps on Concern About Potential Twitter Bid
Tech: Flight Evacuated After Samsung Device Emits Smoke

GE Drones Are Coming to Squeeze More Savings From the Oil Patch
The Little Drone Startup Beating Amazon and Google in the Home Delivery Race
The Best Way to Bring Virtual Reality Home

The Pill Makers Next Door

  Oct 5

World Leaders at IMF Meeting Face Existential Threat to World Order
IMF Sees Woes in Wealthy Countries Offsetting Others’ Turnaround
IMF says global growth to stay weak, warns of populist fallout
IMF lowers growth forecasts for US
These Are the Winners and Losers in the IMF's New Global Growth Forecasts

Bill Gross: Central Banks Are Wrecking Capital Markets
U.S., European Bond Yields Rise on Worries Over ECB Tapering Bond Buying
Gross Says He Shortened Duration on Europe After Taper News
Gundlach Says Deutsche Bank Woes Show Harm of Negative Rates
Threat of 'hard Brexit' pulls down Wall Street
Gold Plunges Below $1,300

Central banks
QE purchases near post-crisis record
Fed’s Dudley Advises Caution in Raising Interest Rates
Fed's Lacker says rates might need to rise a lot, case for hike strong
BOJ head Kuroda says the bank still has a lot of room left to ease policy
Kuroda Ruined Chance of Second Term, Abe Aide Nakahara Says

Atlanta Fed downgrades U.S. third quarter GDP view to 2.2 percent
U.S. apartment vacancy rate stays flat in third quarter
Manhattan Apartment Sales Plunge 20%

European banks left out in the cold
Britain's new prime minister just made a huge strategic error
Matteo Renzi’s reforms are a constitutional bridge to nowhere
U.S. Tech Giants Are Investing Billions to Keep Data in Europe

US politics
WikiLeaks' Assange signals release of documents before U.S. election
Which States Can Johnson and Stein Spoil?
Donald Trump Trashes Nafta. But Unwinding It Would Come at a Huge Cost.
As Trump Threatens Tariffs, Here’s How Protectionism Could Thwack the Global Economy
How a Simple Tax Rule Let Donald Trump Turn a $916 Million Loss Into a Plus
Trump Digs In Over Tax Disclosure
DealBook Column: When It Comes to Tax Avoidance, Donald Trump’s Just a Small Fry

Geopolitics & terrorism
Russia deploys advanced anti-missile system to Syria for first time, US officials say
Kerry Faults Russia for Prolonging Syria Conflict
Putin's Ultimatum to the Next U.S. President

Industries & companies
Financials: A New Worry for Banks and the Economy
Financials: European Banks Cutting 20,000 Jobs as ING Joins Commerzbank
Financials: Henderson deal reflects sector squeeze
Media: Netflix Rises on Takeover Speculation Ahead of Earnings
Retail: Target Goes After Millennials With Small, Focused Stores
Tech: When Silicon Valley Says No, Washington Bureaucrats Say Yes
Tech: Google puts AI centre stage at Pixel launch
Tech: New Google products: Price, release date, features

The Breathing Trick That Can Make You More Productive

  Oct 4

Summers Floats Idea of Sustained Government Stock Purchases
New junk bond investors put safety first
These Are the Only Things That Can Stop the Hunt for Yield
Don’t bet on Russia capping oil output

Central banks
Fed’s Mester Says Case for November Hike Will Likely Be Strong
Fed’s Dudley Advises Caution in Raising Interest Rates

U.S. factories rebound, resisting global downward pull
Manufacturing PMI Shifted Back Into Expansion
U.S. Auto Sales Slipped in September

Eurozone inflation highest for over two years

Corporate Japan maintains steady mood

US Politics
Trump Foundation Told to Halt N.Y. Fundraising
Trump's tax writeoff shows his 'genius' at business, advisers say
The Tax Benefit That Trump May Have Used
Trump Tax Data Sharpen Focus on Treatment of Losses
The New York Times risked legal trouble to publish Donald Trump’s tax return
Clinton Accuses Trump of Taking ‘With Both Hands’
Why Trump Gets Pulled Off Course
How Hillary Clinton Grappled With Bill Clinton’s Infidelity, and His Accusers
Ailing Obama Health Care Act May Have to Change to Survive
Supreme Court Rejects Request to Reconsider Obama Immigration Case

U.S. Suspends Talks With Russia Over Syria Cease-Fire
Putin suspends nuclear pact, raising stakes in row with Washington

Industries & Companies
Airlines: Boeing’s Unique Accounting Method Helps Improve Profit Picture
Autos: Toyota launches $400 robot companion
Financials: US banks avoid plight of European peers
Financials: A New Worry for Banks and the Economy
Financials: There’s a Little Bit of Deutsche in Every Bank
Financials: Dimon Says ‘No Reason’ Deutsche Bank Can’t Overcome Its Problems
Financials: Deutsche Bank’s Appetite for Risk Throws Off Its Balance
Financials: Illinois suspends $30bn of Wells business
Financials: Henderson ties up with Janus to form $6 billion fund firm
Media: Disney’s Hot Streak Stalls, Prompting Rumors That It’s Looking to Grow
Media: Netflix Rises on Takeover Speculation Ahead of Earnings
Pharma: Drugmakers Point Finger at Middlemen for Rising Drug Prices
Pharma: Mylan Tapped for More Information on EpiPen Price Figures
Retail: McDonald’s China Franchise Deal Could Fetch Up to $2 Billion Up Front
Tech: Salesforce Agrees to Buy Marketing-Data Startup Krux
Tech: Facebook Seeks Partner Countries for Drone Trials

Where Does Alec Baldwin Stand in the Trump-Impression Rankings?
Canada Takes Measures to Cool Housing Markets

  Oct 3

Deutsche Bank
The Danger From Deutsche Bank
Systemic fears over Deutsche Bank do not add up
Deutsche Bank Takes a Lashing From the Public
Germany's Merkel cannot afford to bail out Deutsche Bank: media
Deutsche Bank Charged Over Paschi Accounts
Senior officials rally behind Deutsche Bank
Deutsche Bank Said Poised to Advance on 1,000 Planned Job Cuts
US accused of waging ‘economic war’ over Deutsche

Why the Bond Bulls Will Keep Running in the Fourth Quarter
Global Bond Markets Shackled to Japan by Kuroda Zero-Yield Quest
Global M&A drops in third quarter, companies wary of overpaying
Global economic growth ‘sliding back into the morass’

OPEC Cut Not Likely to Alter Oil Imbalance
Asian Firms Muscle In on Region’s Oil Patch as Western Companies Retreat

America’s Middle-class Meltdown: Core shrinks to half of US homes
Silicon Valley risks a worrying debt bender

May to Pull Brexit Trigger by March in Clearest Exit Signal
Theresa May has chosen the right time for Article 50
Britain has no regrets about Brexit. But Theresa May might
Italy government won't resign whatever outcome of referendum: minister
Germany Sees Surge in Number of Refugees Receiving Benefits
Leader of Spain’s Socialist Party Steps Down

China Factory Gauge at 2-Year High Eases Pressure for Stimulus
Three Chinese cities restrict property purchases

US politics
Trump Tax Records Obtained by The Times Reveal He Could Have Avoided Paying Taxes for Nearly Two Decades
Donald Trump Is Seen as Helping Push Asian-Americans Into Democratic Arms
Trump ramps up attacks on Clinton to bounce back
Trump imitates Clinton's health scare and says she 'should be in prison' in wild rally
Trump goes on offensive against former beauty queen, Clinton calls him 'unhinged'
Clinton Raises $154 Million in September, Nears $1 Billion
Among Seniors, Clinton Grows More Appealing
Republicans Slam Clinton for Deutsche Bank Speeches as Firm Slumps
No Debating Candidates’ Economic Illiteracy
YouTube: New Saturday Night Live Alec Baldwin as Donald Trump Vs Hilary debate
Gary Johnson Keeps Picking Up Newspaper Endorsements

Geopolitics & terrorism
Anti-globalists: Why they’re wrong
9/11 Families May Not Be Able to Sue Saudis After All

Industries & companies
Autos: Tesla should be worried
Health Care: Health-Care Stocks: Less Defensive Than Before
Media: Liberty Media: Better Than Berkshire
Tech: Broadcom Could Rise 20%
Tech: Google Said to Tap Lazard to Review Potential Bid for Twitter

US gives up its remaining control over the internet to Icann
What you should know about the ending of a US contract some say amounts to 'giving away the internet'
Salesforce.com Imbues Dreamforce With Artificial Intelligence, Mindfulness

Heightened Earthquake Alert for Southern California
The Doubts of Alan Greenspan
Jamaica, Long Opposed to Marijuana, Now Wants to Cash In on It

  Oct 1

Stocks Climb With Euro; Deutsche Bank Soars on DOJ Speculation
Oil Slips as Doubts Grow Over OPEC Deal

Why Fear of a Deutsche Bank Bailout Is Wide of the Mark
Deutsche Bank is not Europe's Lehman moment: Austrian finance minister
Deutsche’s Lehman Dilemma
Deutsche Bank: 5 Things You Should Know
Lawmaker calls for Wells Fargo break-up
Illinois to Suspend Wells Fargo From Bond, Investing Work

Central banks
Yellen says Fed purchases of stocks, corporate bonds could help in a downturn
Summers Floats Idea of Sustained Government Stock Purchases
Yellen can’t hide the struggle inside the Fed
Fed's Lockhart wants to see more improvement before hiking U.S. rates
Fed's Kaplan scours for signs of economy overheating, finds nothing
BOJ Seen Seeking to Place a Floor Under Long-Term Rates

U.S. Consumer Spending Flat in August
Consumer Sentiment Climbs in September
Atlanta Fed trims U.S. third-quarter growth forecast to 2.4 percent
Engine of U.S. Economy Down But Far From Out as Spending Slows
As Heavy-Truck Sales Go, So Goes the Economy
Near ‘Collapse,’ Minnesota Insurers Up Obamacare Rates by Half
Obama administration may use obscure fund to pay billions to ACA insurers

German Inflation Accelerates to 16-Month High After Oil Rebound

The return of Mao: a new threat to China’s politics
China’s New Silk Road Hinges on a Small Pakistan Port
China’s Richest Man Makes His Move on Hollywood
Here's the Smoking Gun That China Has a Huge Housing Bubble

Japan suffers setback in war on deflation

US politics
Hillary Clinton traps Trump with Alicia Machado
Trump unleashes tweetstorm on 'disgusting' Miss Universe
New York attorney general is reportedly widening probe into Trump foundation
USA Today says Trump ‘unfit for the presidency’
Ohio, Long a Bellwether, Is Fading on the Electoral Map
Sorry, Hillary, You And Bill — Not Tax Cuts — Caused The Financial Crisis
American Thinker: Uh, Hillary, Your Hubby Caused the 2008 Recession

Geopolitics & terrorism
It’s No Cold War, but Vladimir Putin Relishes His Role as Disrupter
Syria Rebels Draw Closer to al Qaeda-Linked Group
Congress’s Retreat on 9/11 Saudi Bill Shows Fear of Backlash
U.S. Signed Secret Document to Lift Iran Bank Sanctions
India’s Army on Alert at Border in Wake of Kashmir Strikes

Corporate finance
Taste remains for big cross-border deals
Death of the Stock Split: It’s Value, Not Price, That Matters

Microsoft Reorganizes Its Research Efforts Around A.I.
Genome editing needs ‘urgent ethical scrutiny’

This Chart Predicts Trump Will Win, Unless the S&P Rallies in October
Secret Alpine Gold Vaults Are the New Swiss Bank Accounts

  Sep 30

Fines, Withdrawals, Job Cuts. It Was an Ugly Day for Global Banks
U.S. Stocks Retreat as Deutsche Bank Woes Hit Financial Shares
Who’s the Systemic Risk Now?
Deutsche Bank Clients Take Steps to Cut Exposure
Hedge funds pull business from Deutsche Bank
Draghi and Berlin drawn into Deutsche Bank troubles
Commerzbank to Cut 9,600 Jobs and Suspend Dividend
Lawmakers Won’t Let Wells Fargo Forget Its Scandal
Bankers fear Saudi pullout over 9/11 law

Iraq Quarrel on Production Number Could Sink OPEC Deal
OPEC ‘Capitulation’ Still Leaves Hurdles for U.S. Shale Drillers
Opec agreement to cut oil production faces array of hurdles

Central banks
Fed Divide Sharpens Between Washington and Regional Chiefs

Pending Home Sales Fall in August
U.S. Second Quarter GDP Revised Up To 1.4% Gain
How the IRS Helps the Rich Get Richer

When Xi Jinping Buys Something, Sales Tend to Spike
Chinese Consumers Hate That New-Car Smell

Murders of Brazilian Election Candidates Raise Security Concerns

US politics I
More FBI-Recovered Clinton Emails to Be Released Before Election Day
Hillary Clinton’s awkward history on trade policy
Cosy ties mar Clinton foundation’s message
Clinton enlists former foe Sanders in appeal for youth votes in U.S. presidential race
Key Clinton Aide Is Lightning Rod for Attacks
James Comey’s Clinton Immunity

US politics II
Trump Should Cheer Not Criticize Ford Motor, Bill Ford Says
Trump Casinos Lost Jobs at Greater Rate than Rivals, Study Finds
Donald Trump Changes His Tune on Debate Moderator

Geopolitics & terrorism
Lawmakers worry about 9/11 law they enacted over veto
Overturning Obama, Congress Puts the U.S. in Danger
Spies move to master digital intelligence
Hackers Infect Army of Cameras, DVRs for Massive Internet Attacks
U.S. puts military options back on the table in Syria
Russia says U.S. statement on Syria amounts to supporting terrorism: agencies
After Islamic State, Fears of a ‘Shiite Crescent’ in Mideast
China armed forces warn Japan against South China sea patrols
In escalation, India says launches strikes on militants in Pakistan
Philippines Leader to End Military Exercises, Naval Patrols With U.S.

Industries & companies
Media: A CBS-Viacom Merger? It Depends on the Redstone-Moonves Dance
Pharma: Specialty Pharma Stocks Tumble in Fear of California's Drug Price Referendum
Restaurants: McDonald's raises quarterly dividend, plans further shareholder returns by year end
Retail: How Adidas Got Its Game Back
Retail: Costco Tops Earnings Estimates in Sign It’s Weathering Price War
Tech: Salesforce.com to Press Regulators to Block Microsoft-LinkedIn Deal
Tech: Qualcomm in Talks to Acquire NXP Semiconductors
Tech: Apple pushes deeper into corporate IT with Deloitte agreement

Package-Delivery Drones Likely Years Away From Federal Approval
Former BlackRock Manager Charged With Insider Trading

  Sep 29

Stock Market Acts as if Clinton Will Be President
Citi Warns on Gold as Bank Boosts Odds of Trump Win to 40%
Hedge Fund Legend Says the Industry Is Facing the Most Difficult Era Ever
Major Japanese Investors Look Far Afield in a Search for Yield

OPEC Agrees to First Oil Output Cut in Eight Years
Russia Smashes Post-Soviet Oil Supply Record
How Actual Nuts and Bolts Are Bringing Down Oil Prices

Central banks
Fed’s Yellen Says ‘No Fixed Timetable’ on U.S. Rate Increase
Fed's Kashkari, echoing Yellen, says U.S. economy has room to run
Traders Doubt Yellen’s December Resolve as Credibility Attacked
Fed's primal divide: Is economy overheating or stuck in a rut?
Yellen Cornered by Lawmaker in Heated Exchange Over Fed Politics
Yellen Says Fed Grilling Biggest Banks Amid Wells Fargo Furor
Yellen Pressed to Scrutinize Big Banks in Wake of Wells Fargo Scandal
Fed may change stress tests, capital buffers for U.S. banks: Yellen
Here’s how bad the Fed is at predicting rate hikes

U.S. core capital goods orders rise for third straight month
Some of America's Hottest Housing Markets Are Cooling Off
FRB-NY: U.S. Real Wage Growth: Slowing Down With Age

Draghi Lays Blame for European Banks’ Woes on Industry Behavior
Germany Reaps Upside to ECB’s Easy Money

The Chinese Banks Eating Wall Street’s Lunch (in Asia)
China's Red-Hot Property Market Risks Missing Lessons From Japan's Crash

US politics
Congress Easily Overrides Obama Veto of Saudi 9/11 Lawsuit Bill
USA Today: Clinton confidant's immunity deal looms over debate
The Secrets of Cheryl Mills
Suburban Women Find Little to Like in Donald Trump’s Debate Performance
Taliban leaders watched U.S. presidential debate, blast 'non-serious' Trump
Breitbart: Lester Holt Asked Trump 15 Questions, Clinton 2 Questions
Washington Examiner: In debate, Clinton gets no follow-up questions, Trump gets 6

Geopolitics & terrorism
U.S. Thinks Russia Shields Hackers to Hide Kremlin’s Role
Inside Clinton and Putin’s Mutual Mistrust

Industries & companies
Financials: Deutsche Bank Lifted by $1.2 Billion Abbey Life Sale
Financials: Wells Fargo’s CEO Forfeits $41 Million in Fight to Keep Job
Financials: Wells Fargo CEO Still Faces Risks, Despite $41 Million Clawback
Financials: Putting Wells Fargo’s ‘Historic’ Clawback in Context
Financials: California Suspends ‘Business Relationships’ With Wells Fargo
Financials: Wells Fargo scandal reignites debate about big bank culture
Tech: Apple is quietly developing 'iPhone 8' hardware in Israel

Billionaire Elon Musk outlines plans for humans to colonize Mars
You Do Not Want to Be On the Radar of the IRS Wealth Squad
The death of the 40-hour week is killing us

  Sep 28

Wall Street doesn’t see Donald Trump's ‘big, fat, ugly’ market bubble
Bond Market in Deepest Central Bank-Induced Slumber Since 2014
Senators Said to Propose Bill to Include Munis as Liquid Assets
UBS Claims Low Rates Have Created Housing Bubble
Vancouver, London Top List of Cities at Risk of Housing Bubble

OPEC set for no deal as Iran rejects Saudi oil output offer

Central banks
Fed on ropes as Yellen seeks to fend off Trump blows
If Donald Trump wins, Janet 'Yellen would resign fairly quickly', economist Paul Ashworth says
Fed’s Fischer Says Wages Beginning to Respond to Labor Market
Fed’s Fischer: Having Ultralow Rates ‘Really Bothers Me’

Presidential Debate: An Economy About to Take Off or a Bubble About to Burst?
U.S. Consumer Confidence Rose in September
Americans Love This Job Market But Aren’t as Keen on Spending
U.S. Home Prices Continued Brisk Growth in July, Case-Shiller Says
BLS: Labor force participation: what has happened since the peak?
Larry Summers: Men Without Work

China Debt Big Short Trade
As Donald Trump Attacks China as an Economic Threat, Here’s the Real Risk

US politics
Fact-checking Clinton, Trump claims on taxes, economy
Donald Trump vs. Hillary Clinton on Tax Cuts for the Rich
Donald Trump fumbles his primetime moment
Trump’s Blunt Defense of Business Record Poses Political Risks
Ford Fights Back on Trump Claims

Geopolitics & terrorism
World Trade Set for Slowest Yearly Growth Since Financial Crisis
IMF: Trade Protectionism Risks Deeper Global-Growth Funk
EU Defense Ministers Discuss Deeper Military Cooperation

Industries & companies
Consumer: Nike Orders Miss Estimates, Renewing Concerns About Slowdown
Energy: U.S. Shale Firms Survive Oil Slump
Financials: Deutsche Bank denies seeking help from Berlin over DoJ
Financials: Romance is dead for Deutsche Bank in London
Financials: Wells Fargo Board Considering Executive-Pay Clawbacks
Financials: Italy’s Banks Look to an Unlikely Savior: James Dimon
Logistics: Amazon’s Newest Ambition: Competing With UPS, FedEx
Pharma: Mylan’s EpiPen Pretax Profits 60% Higher Than Number Told to Congress
Pharma: A Drug Cartel at the FDA

Corporate finance
Blackstone’s Top Dealmaker Says Now Is The Most Difficult Period He's Ever Experienced

Everything we know about Snapchat's new camera glasses, Spectacles

Corporate Pilots Found to Skip Safety Check on 17.7% of Flights
Speech by Vice Chairman Fischer on studying economics

  Sep 27

The debate
Who won the debate, Hillary or Trump? It was won in a landslide
5 pieces of evidence that Hillary Clinton won the big presidential debate
CNN INSTANT POLL: Hillary Clinton won in a landslide
FOCUS GROUPS: Hillary Clinton was the clear winner of first presidential debate
Clinton gains in online betting markets after U.S. presidential debate
What Topics Were Covered?
Fact-Checking the Presidential Debate
DEBATE OF THE CENTURY: A full recap of the titanic clash
Trump and Clinton Drop Gentility for Hostility
Trump's Strengths Didn't Help Him This Time
Trump Takes the Bait and Hooks Himself
Trump: Paying No Income Taxes ‘Makes Me Smart’
Debate sees Clinton get under Trump’s skin
In first face-off with Clinton, Trump struggles to be 'change' candidate
Clinton hits at ‘trumped-up trickle-down’ plan
How Hillary Clinton Went From Hesitant to Scorching
Clinton Excels by Laying Traps on Trump's Temperament
Takeaways From First Presidential Debate
KRAUTHAMMER: Clinton failed to issue Trump knockout punch to 'stop his momentum'
This is the story of Alicia Machado — the woman who said Trump called her 'Miss Housekeeping'

Stocks Rise After Trump, Clinton Debate
Forex markets hand debate to Clinton
Profit Slump for S&P 500 Heads for a Sixth Straight Quarter
Citi Warns on Gold as It Boosts Odds of Trump Win to 40%
Hedge Funds Take Another Punch to Gut
WTO cuts 2016 world trade growth forecast to 1.7 percent

Central banks
Trump Slams Yellen’s Fed Again, This Time on a Much Bigger Stage
Statement of Eric S. Rosengren, Commenting on Dissenting Vote at FOMC
BOJ's Kuroda sees no big rise or fall in bond buying for now
Bank of Japan Tries Another Way to Generate Inflation
Bank of Japan Confesses: Even We Don’t Trust the Bank of Japan
Mario Draghi Goes on a Political Tour
ECB's Coeure Says QE Less Effective Than Hoped Due to External Shocks

Fiscal Constraints Await the Next President
U.S. new home sales fall in August but trend still positive
Millions in U.S. Climb Out of Poverty, at Long Last
Sheila Bair Called the Financial Crisis. Here’s Her New Nightmare
The risk of a US recession, according to Deutsche Bank

Renzi sets December 4 for pivotal referendum
Merkel Rules out Assistance for Deutsche Bank, Focus Reports
Deutsche Bank's Pain Is Germany's Too
Deutsche Bank Returns to Haunt Merkel
Draghi Urges Eurozone Governments to Help ECB Boost Economy
Draghi Says U.K. Shouldn’t Get Any Favors in Brexit Deal

China industrial profits rise most in three years as economy shows signs of stabilizing
Homebuyers Stampede to Snap Up Real Estate in China
Contagion Risks Rise as China Banks Fund Each Others’ Loans

Colombia, Marxist rebels sign accord ending 52-year war

US politics
Trump is headed for a win, says professor who has predicted 30 years of presidential outcomes correctly
Most of Clinton’s Recovered Emails Will Be Released After Election Day
Obama Says He Didn’t Know Hillary Clinton Was Using Private Email Address
2008 Crisis Deepened the Ties Between Clintons and Goldman Sachs
No CEOs at Fortune 100 Companies Are Backing Donald Trump
Overthrow the Debate Commission

Kerry defends diplomacy as Russian-backed forces pound Aleppo
China air force holds drills in Western Pacific for second time this month
Japan Scrambles Jets After China Makes Show of Force in Key Strait
Squeezing North Korea: old friends take steps to isolate regime
Philippines' Duterte wants to 'open alliances' with Russia, China
Trump and Netanyahu Discuss Border Fence, Status of Jerusalem
Trump tells Netanyahu he would recognize Jerusalem as Israel's capital
Besieged Globalists Ponder What Went Wrong

Industries & companies
Banks: Deutsche Bank Slumps as Investors Question Lender’s Health
Banks: Deutsche Bank Stress Seen in Rising Cost of Credit Insurance
Banks: Tarullo raises prospect of bank break-ups
Banks: Wells Fargo Workers Claim Retaliation for Playing by the Rules
Energy: Expectations low for Opec output deal
Pharma: Pfizer Won’t Split, Ending Years of Speculation About Drug Giant
Tech: Apple to Expand HealthKit From Tracker to Diagnosis Tool

What if ‘One Click’ Buying Were Internetwide?
Amazon's Echo and Alexa could add $11 billion in revenue by 2020
Amazon.com Help: About Placing Orders with Alexa

Trump's sniffles a social media sensation
In Greenwich, That $250,000 Mercedes Isn’t the Hit It Used to Be

  Sep 26

Where to Find a 5% Yield
Deutsche Bank’s Woes: Will Germany’s Sick Man Infect Global Markets?
Infrastructure Stocks Could Rally on Election
Fed Seeks Aggressive Limit on Wall Street Commodity Holdings
How One Investment Pro Is Betting on an Aging Bull
MIG Capital’s Winning Recipe for Gains
How Stocks Can Predict the Presidential Election
Steer Clear of Japanese Banking Shares
The Professor Who Was Right About Index Funds All Along

OPEC Deal Still Elusive Even After Saudis Offer Oil Cuts to Iran
Oil Firms Tap Demand From China

Central banks
Fed's internal split tied to dueling views on jobs outlook

Jobs Recovery Reaches Plateau, Posing Challenge for Investors
A Simple Solution for Infrastructure Spending
Spotify is causing a major problem for economists
America Is Not the Greatest Country on Earth. It’s No. 28

City of London fears shift towards ‘hard’ Brexit

US politics
U.S. Voters to Watch Debates Mulling ‘Risky’ and ‘Scary’ Choices
FBI Releases Interview Reports From Clinton E-Mail Probe
Trump Campaign Says It Didn’t Invite Gennifer Flowers to Debate
Graphic: A Week of Whoppers From Donald Trump

Obama vetoes Sept. 11 Saudi bill, sets up showdown with Congress
U.S. slams Russian 'barbarism' in Syria, Moscow says peace almost impossible
China air force holds drills in Western Pacific for second time this month
Big Spending on Warplanes Spurs Aerial Arms Race

Industries & companies
Financials: Merkel Rules out Assistance for Deutsche Bank, Focus Reports
Financials: Chase Made the Perfect High for Credit Card Junkies
Media: Will CBS Buy Viacom?
Pharma: Pharma Shares Slump, but Payout Yields Tempt
Tech: Apple Slides on Speculation of Lower iPhone 7 Sales Outside U.S.

Double Trouble for Hedge-Fund Chief Leon Cooperman
Edward Snowden talks to Alan Rusbridger
In Australia, China’s Appetite Shifts From Rocks to Real Estate

  Sep 24 Markets
More hedge fund firms seeing a decline in assets
ETF providers face uphill battle with target-date funds
Gold's on a Roll, Courtesy of the Federal Reserve
OECD warns weak trade and financial distortions damage global growth prospects

Central banks
Fed’s Rosengren Highlights Growing Tensions Inside FOMC
The Fed is causing long-term harm, JPMorgan strategist says
BoJ experiment risks the worst of all worlds
Mario Draghi: Europe has too many banks

The White House Says Its Policies Slashed the Income Gap
It’s no longer safe for the city’s senior citizens to go outside

Erdogan Doesn’t Care at All If Turkey Is Downgraded to Junk
Turkey’s Erdogan Says Central Bank Must Be Cleansed of Gulenists
Kingdom Comedown: Falling Oil Prices Jolt Average Saudis

US politics
Trump vs. Clinton: Debate will mark biggest moment of election
Markets yet to price in President Trump possibility
Ted Cruz Endorses Donald Trump for President
Washington Times: Why neoconservatives don't like Donald Trump
Trump says he would push universities to reduce tuition
Clinton Has Lopsided Lead Over Trump With Hispanic Voters
Most of Clinton’s Recovered Emails Made Public After Election Day
The National: Why the rise of populism may be Obama’s legacy
Email shows federal immigration bosses in push to swear in new citizens 'due to election'

Geopolitics & terrorism
U.S. Abandons Syria Truce Efforts and Lays The Blame With Russia
Euractiv: Austria, France propose restarting TTIP under new name
Chinese Businesswoman Suspected of Aiding North Korea Tied to Criminal Investigation

Industries & companies
Financials: Wells Fargo Employees Allege Firings for Reporting Wrongdoing
Financials: The Man Who May Inherit the Mess at Wells Fargo
Shipping: Shipping Giant Maersk to Split
Tech: Mayer knew of Yahoo breach probe in July
Tech: Facebook Inflated How Long Users Watched Video Ads
Tech: iOS 10 Lock Screen: Battling Apple’s Frustrating Change
Tech: Salesforce Considers Buying Twitter

Bloomberg’s 50 Most Influential People 2016
Leon Cooperman, a Billionaire Charged With Insider Trading, Prepares to Fight
Leon Cooperman's 2012 Letter To President Obama
FBI Says It's Evaluating Abuse Allegations Against Brad Pitt
  Sep 23

Mutual funds are underperforming their benchmarks
Larry Fink Sees Markets Falling 15% Without Fiscal Action
Argentina: a great buying opportunity?

New drilling in Soviet-era brownfields makes it unlikely that Russia will help ease the global glut

Central banks
Mighty Doves see off the Hawks over rates
Yellen Rebuffs Pressure to Hike as Fed Gives Economy Room to Run
Here's What Janet Yellen Has Wrong About the Job Market
Latest performance from Bank of Japan fails to shock and awe analysts
Bank of Japan Raises Target Despite Limited Progress
Japan's Central Bank Experiments at the Wrong Time
ECB fears legal action will constrain QE
Draghi turns blame on bankers for their weak profits
Central Bank Tools Are Losing Their Edge

Existing-Home Sales Fall for Second Straight Month
Senate splits over bill to avoid government shutdown

China Steadies Economy With Risk-Laden Tactics

US politics
Who Hates Free Trade Treaties? Surprisingly, Not Voters
Donald Trump surges to leads over Hillary Clinton in 3 of his must-win battleground states
Trump Vows Deregulation of Energy Production
U.S. presidential candidate Trump praises 'stop-and-frisk' police tactic
Trump opposes plan for U.S. to cede internet oversight
Yellen helps Clinton dodge a bullet
Clinton Proposes 65% Top Estate-Tax Rate
Bill Clinton delivers defense of his foundation's 'profound' work
A Deadpan Hillary Clinton Visits ‘Between Two Ferns’
Rioting May Tip Presidential Scales in Crucial North Carolina

Geopolitics & terrorism
Japan, China Leaders Take Diverging Stances on North Korea Threat
Britain's MI6 intelligence agency to get 40 percent more spies: BBC says
US general in ‘no doubt’ Russia hit convoy
Don't Pardon Edward Snowden

Industries & companies
Aerospace: WTO gives Boeing lift with Airbus ruling
Financials: Wall Street’s IPO Business: The Worst in 20 Years
Financials: Greenspan Says He Would Like to See Dodd-Frank Bank Law Repealed
Financials: Deutsche Bank Woes Sparks Concern Among German Lawmakers
Financials: Wells Fargo Would Owe Deceived Customers Less Than $50 Million: Goldman
Financials: Liability in Wells Fargo Case Could Reach Boardroom
Financials: Warren Seeks Labor Department Probe Over Wells Fargo Tactics
Pharma: U.S. lawmakers blast Mylan CEO over 'sickening' EpiPen price hikes
Tech: Yahoo Says Breach Affected at Least 500 Million Users
Tech: Airbnb’s Funding Round Led by Google Capital

Apple Buys Tuplejump to Expand Machine-Learning Capabilities

Cohen’s Point72 Goes on Biggest Ever Hiring Spree in Asia
Leon Cooperman defends himself in phone call with investors

  Sep 22

BOJ rate surprise lifts world stocks ahead of Fed
Japanese Banks Jump as BOJ Targets Yields
A rare beast is taking over the bond market
Calling time on high-yield bond rally
Commodity bulls dare to exude optimism

OECD warns governments of ‘low-growth trap’

Divided Fed Holds Fire, Signals 2016 Rate Increase Still Likely
Three Fed Officials Wanted Increase Now
Fed Sees Stronger Case for Rate Rise
Fed Trims Interest-Rate, Growth Forecasts
‘Dot Plot’ Suggests Slower Rate Rise Path Ahead
Yellen Says Fed Isn’t Playing Politics With Rates
FRB: Statement I FRB: Summary of Economic Projections

The BOJ Attempts Another Monetary Boost
Analysis: Bank of Japan Fires in Two Directions at Once
BOJ reboots policy to target interest rates, steps up inflation drive
Bank of Japan’s Inflation Overshoot Deepens Policy Innovation
What the BOJ Did, in Six Questions
BOJ: Comprehensive Assessment I BOJ: New Framework for Strengthening Monetary Easing

Is the U.S. election killing the economy?

China revives off-budget fiscal stimulus
Emerging markets key to gold renaissance
EMs urged to embrace digital finance

US politics
Few Voters See Clinton’s Health, Trump’s Taxes as Top Concerns
French President Calls Possibility of Trump Election a ‘Threat’
If Trump wins, blame Obamacare
GOP Super PAC to Take Aim at Battleground States
Hillary Clinton Widens Financial Edge Over Donald Trump
Bill Clinton’s Speaking Fee Overlaps With Foundation Business

Geopolitics & terrorism
Tensions High as War of Words Escalates Between India and Pakistan
As Obama's term wanes, so does focus on Israeli-Palestinian issue
Hostile Neighbors: China vs. Japan
U.S. bombers fly over South Korea for second time since North's nuclear test
Kerry demands Russia, Syria ground warplanes to salvage ceasefire
U.S. Officials Say Russia Probably Attacked U.N. Humanitarian Convoy
Russia Suggests U.S. Drone May Have Hit Aid Convoy in Syria

Industries & companies
Airlines: Airbus and Boeing win US license for Iran sales
Financials: Deutsche Bank’s Low Capital Makes It No. 1 for Risk in Study
Financials: Buffett Says He’ll Wait Until November to Comment on Wells Fargo
Financials: Wells Fargo's CEO just got grilled by the Senate
Health Care: Anthem and Cigna Have Accused One Another of Merger Breach
Logistics: FedEx beats on earnings, shares rise
Pharma: Mylan Criticized on Profits and Pay at Oversight Hearing
Pharma: Price of acne cream hits $10,000 a tube
Retail: Target to buy back $5 billion of their own shares
Tech: Microsoft is planning to buy back almost 10% of itself
Tech: Apple in talks on McLaren takeover

Illumina, Secret Giant Of DNA Sequencing, Is Bringing Its Tech To The Masses

  Sep 21

Cheap money points to more taper tantrums
Bats seeks to counter ETF stability fears
Debt buybacks boom as borrowing costs cut

Central banks
Fed faces a credibility problem
How Fed talk can be too cheap
Fed again poised to cut longer-run interest rate forecast
Gundlach says Fed to include 'hawkish no-hike' language
BOJ may rattle global bond markets as Fed seen on hold
Signs Are Building That the BOJ Is Reaching Its 'Endgame'
Draghi’s Yield Troubles May Ease With Some Help From Yellen
How Low Interest Rates Became the New Normal
Bernanke: Does a higher inflation target beat negative interest rates?

U.S. Housing Permits, Starts Fell in August
US building up to pension crisis
5 ways the census income report misleads us about the real state of the economy
Census report of big jump in income is a little too good to be true
Number of Illegal Immigrants in U.S. Steady at 11 Million

U.K. Told It Has Zero Chance of Having Brexit Cake and Eating It

Big Data Lens on China's Economy (Mostly) Affirms Official Stats
Is China Building a Road to Ruin?
Michel Temer Vows to Spend Political Capital on Reforming Brazil

US politics
Despite flaws, paperless voting machines remain widespread in the U.S.
Suburban Women May Be Clinton’s Lifeline
George H.W. Bush to vote for Clinton, report says
Trump used foundation money to pay legal fees, report says
Donald Trump Jr. Compared Syrian Refugees to Poisoned Skittles
Illegal immigration from Mexico falls

Geopolitics & terrorism
U.S. Believes Russia Bombed Aid Convoy in Northern Syria
How Police Tracked Down Bombing Suspect

Industries & companies
Autos: Canadian Auto Workers Reach Contract Deal With GM
Energy: SEC Investigating Exxon on Valuing of Assets, Accounting
Financials: Warren to Wells Fargo CEO: ‘You should be criminally investigated’
Financials: Let's Think Again About Dodd-Frank
Tech: Microsoft Plans Another $40 Billion Buyback, Boosts Dividend

Fully Autonomous Robots: The Warehouse Workers of the Near Future
Apple’s Siri: A Lot Smarter, But Still Kind of Dumb

The Real Ed Snowden Is a Patsy, a Fraud and a Kremlin-Controlled Pawn
US schools hit by weaker MBA demand

  Sep 20 Markets
Fed plays poker with tempestuous markets
Global bond issuance highest since 2007
Star Names Struggle as Smaller Funds Make Hay
When a benchmark can be an illusion
Hedge Funds Are Dumping Gold at Fastest Pace Since May
The Contrarian Signal in the REIT Breakout

Central banks
Fed Hits Crossroads on Unemployment
Healthcare policy changes mean an inflation problem for the Fed

October Surprise? U.S. Economic Growth May Accelerate Just Before Election Day
U.S. Home-Builder Gauge Matches Highest Level Since 2005
Imports Decline at Southern California Ports
Collapsing US new-business numbers is disastrous news for the economy
Coming Soon, Economists Hope: Big Spending on Roads, Bridges and Ports

Merkel Dealt Worst Regional Defeat Since World War II
Merkel: Germany Won’t Stop Accepting Refugees, Muslims
It's looking more likely than ever that the UK will lose its financial passport
Slovakia says Europe will make Brexit ‘very painful’ for UK

Warning Indicator for China Banking Stress Climbs to Record
China debt stress indicator at record high
Why China’s Property Bubble Keeps Getting Bigger

Slump in US imports threatens EM growth
Singapore embraces robots for service jobs

US politics
Stiglitz Grades Donald Trump an F on Economics
Trump's 'sweeping economic plan'
Donald Trump’s Tax Plan Would Reduce Taxes by $4.4 Trillion to $5.9 Trillion, Group Says
White, Working Class Voters Vex Clinton
Missing From 2016 Race: Budget-Deficit Hawks
Clinton Calls for Vigilance, Trump for Tightening Immigration

Geopolitics & terrorism
U.S., China Target Company Suspected of Aiding North Korea
What We Know About the Bombs, Suspect
Pro-Putin party wins landslide victory in Russian election
Russia’s ruling party tightens grip

Industries & companies
Autos: Ford Fires Back at Trump, Citing Boom in U.S. Truck Output
Chemicals: Heroin, Nazis, and Agent Orange: Inside the $66 Billion Merger of the Year
Consumer: Unilever to Buy U.S. Home and Personal Care Firm Seventh Generation
Financials: Banks Are Now too Scared to Even Make Money
Retail: How EBay's CEO Plans to Take On Amazon
Retail: Kmart to Close Another 64 Locations
Tech: Blame a Dull iPhone for Samsung's Battery Crisis

Corporate finance
US companies are 'hoarding' a record $2.5 trillion in cash overseas

The state of macroeconomics is not good | Paper
It's Time to Kill the 9-to-5
  Sep 19 Markets
SEC is gearing up for next smackdown on bogus earnings numbers
A Bullish Sign: Investors Are Stockpiling Cash
Markets Have Become More Dependent on Central Banks, Says BIS
Wall Street’s 0.01%: The Guru Who Only Talks to Hedge-Fund Elite
At BlackRock, a Wall Street Rock Star’s $5 Trillion Comeback

Central banks
Fed's Rosengren Warns of the Risk of Low Rates
Stay Focused on the Fed
Fed Hits Crossroads on Inflation Policy
How a ‘twist’ by the Bank of Japan could upstage the Fed

With fewer people buying homes, millennials are redefining the American dream

Merkel faces setback in Berlin vote due to migrant fears
German Center-Left Party Wins Berlin State Election
Hundreds of Thousands in Germany March Against Trade Deals
Bayer Deal Could Offset Europe Regulatory Environment

China Expected to Keep Its Deep Pockets Open to Boost Its Economy
Rush of Chinese Investment in Europe’s High-Tech Firms Is Raising Eyebrows
China’s Holdings of U.S. Treasuries Fall to Lowest Since 2013

US politics
Donald Trump Faces Pressure on Debt, Deficit
Trump would undo Obama's Cuba moves unless religious freedom allowed
A Trump Empire Built on Inside Connections and $885 Million in Tax Breaks
Trump finally backs off Obama birth claim, falsely says Clinton started it
In passionate rebuke, Michelle Obama rips Trump for years of birtherism
Trump proposes disarming Clinton bodyguards
Trump walks onstage to theme of 'Les Miserables,' greets 'deplorables' at his Miami rally

Putin Laments Revival of Russia’s Evil Image in U.S. Campaign
NATO’s Baltic Deterrent Force to Be in Place by May 2017
‘Withered’ forces not fit to defend UK
Coalition Misfire Threatens to Upend Syria Truce
His Grip Still Secure, Bashar al-Assad Smiles as Syria Burns
Turks See Purge as Witch Hunt of ‘Medieval’ Darkness

Islamic State Claims Minnesota Mall Attacker as ‘Soldier’
New York Explosion Caused by Bomb
Pipe Bomb Explodes in Jersey Shore Town Ahead of Charity Run

Industries & companies
Autos: Tesla Breakup With Mobileye Turns Ugly
Energy: Tesla Wins Massive Contract for California Grid
Financials: Deutsche Bank Investors Fret Its Legal Reserves Won’t Be Enough
Financials: Prepaid Cards’ Growing Popularity Catches Regulator’s Eye
Financials: Wells Fargo Warned Workers Against Sham, but ‘They Needed a Paycheck’
Home Builders: Home Builder’s Shares Have Room to Grow
Industrials: Heavy-Equipment Glut Weighs on Machine Makers
Technology: The Apple Store Line Is Dying

Amazon Echo will bring artificial intelligence into our lives much sooner than expected

Marc Faber: 'Extreme Money Printing' Will Inflate Dow to 100,000
Truth about financial crisis a mystery
  Sep 17

One Sign the Market Selloff Could Be Short-Lived
This Is Why Mutual Funds Have Seen $422 Billion Fly out the Door
Illinois State Pension Board Stops Trying to Beat the Market
Rising Global Imbalances Should Be Ringing Alarm Bells, Says HSBC

Oil drillers are adding rigs at the fastest pace since before the oil crash
Oil hits multi-week lows as growing supplies stoke glut concern

Central banks
Draghi: working together for an effective and inclusive Union
Brookings: Fed was—and still is—intellectually trapped by adherence to rules
Has Fed Policy Ruined Your Life Insurance Strategy?

Why the Stimulus from Low Oil Prices Never Really Boosted the Economy
Rising rents, healthcare costs boost U.S. consumer prices
U.S. Consumer Sentiment Unchanged in September
Home Prices Help Lift U.S. Household Wealth to Record
Number of people on food stamps plummeting
Business owners have never been this nervous about a presidential election
Number of new businesses in the US is collapsing
Want to Fix the U.S. Economy? Start With the Broken Political System

Berlin urges fair treatment of Deutsche
Corporate America rallies to Apple’s cause
EU-bashing spreads across European politics
Merkel Admits She’s Worried About the Future of the EU
If European Banks Have So Much Cash, Why Are They Loading Up on Debt?

US politics
Voters’ View of a Donald Trump Presidency: Big Risks and Rewards
Trump details tax cuts to boost US economy
In Trump Tax Plan, a Question About 15% Rate
For the First Time, Trump Says Obama Was Born in U.S.
Millennials Have Cooled on Clinton, Prompting Campaign Outreach
Obama enlists Republican Kasich to press for TPP passage
Milo Yiannopoulos Is the Pretty, Monstrous Face of the Alt-Right
Gary Johnson, Jill Stein Fail to Qualify for First Presidential Debate

Geopolitics & terrorism
U.S. Special Forces to Aid Turkish Troops in Syria
Japan to boost South China Sea role with training patrols with U.S.: minister

Industries & companies
Energy: Exxon Investigated Over How the Firm Values Its Oil Wells
Financials: Bridgewater says its bloated
Financials: Deutsche Bank Has ‘No Intent’ to Pay $14 Billion U.S. Mortgage Claim
Financials: Deutsche Bank Settlement Could Strain Capital
Financials: Deutsche Bank – 2Q2016 results
Financials: Pressure Intensifies on Wells Fargo’s Stumpf to Claw Back Pay
Financials: Inside Wells Fargo’s High-Pressure Sales Culture
Health Care: J&J to Buy Abbott’s Eye-Surgery Unit for $4.325 billion
Shipping: Hanjin Aims to Sell More Than Half Its Ships
Tech: Intel Raises Third Quarter Revenue Forecast, Shares Surge
Tech: Intel climbs on pick-up in PC demand
Tech: Apple Hasn't Made Enough iPhone 7s
Tech: Oracle Earnings Rise on Cloud Computing Growth
Tech: How Samsung Botched Its Galaxy Note 7 Recall

This is everything Edward Snowden revealed in just one year of unprecedented top-secret leaks
Gallup: Americans' Trust in Mass Media Sinks to New Low
What we now pay to have done for us
Robots are invading big box stores and want to help you shop

  Sep 16

Almost all US equity funds lag behind benchmark
Apple’s 21% Rally Is Tough Pill for 295 Funds That Bailed
Zombies May Be Prowling The Stock Market
Today’s Bond Market: A Bad Price for 30 Years of Wretched Existence
Investment binge threatens oil hangover
Real estate gains independence in US

Central banks
Fed, BoJ and intense market twitchery
As Markets Slide, Chance Of Fed Rate Hike Fades
Japan’s Central Bank Splits Over Easing Program
Japan’s Biggest Bank Urges BOJ to Weigh Side Effects of Policy

Politics threatens US growth, says study
The Upshot: The Economic Expansion Is Helping the Middle Class, Finally
U.S. Households Make Long-Awaited Gains in Housing Recovery
Optimism Fades for Economic Boost By Year-End
U.S. Retail Sales Fell in August
U.S. Producer Prices Unchanged in August
FRB-SL: Aging Populations May Mean Lower Economic Growth

Germany Falters in Effort to Integrate Migrants Into Workforce
Wall St urges Brexit ‘transition period’

China’s Bank Lending Rises on Home-Buyer Borrowing

US politics
Trump Lays Out Economic Vision for an ‘Unbridled’ Decade of Job Growth
Trump’s 25 Million Job Promise Is a Demographic Challenge: Chart
Paul Ryan Says Donald Trump Should Release Tax Returns
A bombshell report is raising questions about Trump's business ties to Russia and Iran
A Political Backlash Rises Where Social Fabric Frays
Hillary Clinton’s Doctor Says She Is Fit to Serve
Libertarian Party’s Gary Johnson to Appear on Ballots in All 50 States

Geopolitics & terrorism
U.S., Israel sign $38 billion military aid package

Industries & companies
Autos: Fiat Chrysler Recalls 1.9 Million Vehicles Globally
Chemicals: Scepticism swirls around Bayer’s megadeal
Chemicals: Bayer Monsanto deal requires jumbo financing
Chemicals: Bayer CEO Sets Course With Monsanto Deal
Energy: Lawmakers Probe Tax Incentives Received by Solar-Energy Firms
Financials: New Laws Haven’t Made Big Banks Safer, Summers Says
Financials: Stumpf, Mr. Clean of Banking, Finds Himself Mired in Scandal
Financials: Wells Fargo CEO Blames Employees for Scandal
Financials: Warren: Next President Needs to Investigate, Maybe Jail, Bankers
Financials: Warren Questions Whether Wells Fargo Heads Should Keep Jobs
Financials: What the Wells Fargo Cross-Selling Mess Means for Banks
Financials: Fed Proposes Ban on Merchant Banking, a Practice With Little Risk
Technology: Apple: Why Early iPhone Data Spells Relief
Technology: Oracle Sales Miss Estimates as Demand Wanes for Older Products

Russian hackers leak more athletes’ files
George Soros is going after 'America's toughest sheriff'

  Sep 15

Stocks Selling Again; This Is What Volatility Looks Like
Fund managers: bonds and equities overvalued
A Trump win — currency markets ask ‘what if?’

The Bond Market Is Flashing a Signal That Traders Haven’t Seen Since 2012
Why Good Times Are Over for Global Bonds
Yield Hunters Become the Hunted as Japan Long Debt Loses 9%
JGBs suffer worst sell-off in two decades
Rock-Bottom Yields Dig Hole for Pensions
There’s a $300 Billion Exodus From Money Markets Ahead

Oil is setting up for a monster rally
U.S. Crude Oil Imports Rise by Most Since December 2014

Industries & companies
Autos: Ford warns technology push will hit profits
Chemicals: Bayer-Monsanto Deal Would Forge New Agricultural Force
Chemicals: Behind Bayer-Monsanto, an Odd Couple Out to Rule the World
Chemicals: Behind the Monsanto Deal, Doubts About the GMO Revolution
Chemicals: Deal Faces Strict Regulatory Scrutiny
Energy: Renewables short of targets, says IEA
Financials: Wall Street banks require major surgery
Financials: Federal Prosecutors Investigating Wells Fargo Over Sales Tactics
Financials: Buffett Loses $1.4 Billion as Wells Fargo Tumbles on Scandal
Financials: Buffett's Deafening Silence on Wells Fargo
Industrials: GE Continues Shopping Spree With $495 Million Software Purchase
Pharma: Takeda earmarks $15bn for US pharmaceutical deals
Retail: Mall Owners to Department Stores: See Ya!
Retail: Target CEO Says Retailer Won’t Become Full-Service Grocer
Shipping: Maersk grabs clients after Hanjin sinks
Tech: Apple Watch Series 2: Still Not a ‘Need,’ Finally a ‘Want’

Central banks
Divided Fed Inclined to Stand Pat
Donald Trump right in saying the Fed is biased?

Household Incomes Leapt 5.2% in 2015; Poverty Rate Drops
Three Reasons Why U.S. Productivity May Be on the Verge of Taking Off
Average Cost of Employer Health Coverage Tops $18,000 for Family
Out of pocket healthcare payments skyrocketing
People are spending less at restaurants

Japan opens door to temporary foreign workers

US politics: Trump
How Donald Trump Could Wipe $420 Billion Off China's Exports
Trump's Deportation Plan Rattles an Industry Desperate for Workers
New York attorney general opens 'inquiry' into Trump Foundation
Trump Team Works to Recast Image as Presidential, Caring
Donald Trump Shows Dr. Oz His Health Documents
Powell Calls Trump ‘National Disgrace’ in Leaked Email

US politics: Clinton
Hillary Clinton to resume campaigning Thursday
Clinton Releases Details From Her Medical Exam, Test Results
Hillary Clinton may not recover from her pneumonia until late October
Colin Powell Urged Hillary Clinton’s Team Not to Scapegoat Him for Her Private Server, Leaked Emails Reveal
Schneiderman’s a hypocrite for letting the Clinton Foundation slide

Geopolitics & terrorism
Obama to Increase Refugees Admitted to U.S. by 30%

Inside Uber’s Self-Driving Cars in Pittsburgh
Ford Expands Plans for Robo-Taxi Fleets
A Cadillac Takes the Wheel When Drivers Fall Asleep
New NEFCU branch has no tellers on site

Greenspan Worries That ‘Crazies’ Will Undermine the U.S. System

  Sep 14 Markets
Traders Bemoaning Lack of Shock and Awe in Markets Finally Get Some
Value concerns extend market turbulence

The Crazy, Mixed-Up Global Oil Market
Oil falls after IEA report adds to outlook gloom
Oil prices are on the brink of another big crash
Saudi Arabia Ousts U.S. as Biggest Oil Producer, IEA Says
Oil market braces for Kashagan debut

Industries & companies
Buffett: Berkshire is accused in New York lawsuit of workers' compensation 'siphoning'
Financials: Wells Fargo Drops Product Sales Goals for Retail Bankers
Financials: DealBook: Pervasive Sham Deals at Wells Fargo, and No One Noticed?
Financials: Exclusive: Goldman team uses retail deposits for Wall Street-style profits

Central banks
Doubts Grow Over Fed Rate Hike
Central Banks Seen Keeping Devil They Know: Inflation Targeting
Negative Rates May Do More Harm Than Good, Expert Says
Fed's Brainard Tells Trump to Back Off After Criticism of Yellen

Rising US incomes defy election narrative
U.S. Households’ Income Shows Biggest Jump Since Recession
Surge in Household Incomes Fueled by Gains in Bottom Tier
U.S. Poverty and Income Inequality in 9 Charts

China's 'data dump' beats across the board
Chinese Debt Soars Into Space

US politics
Clinton discloses previous dizziness
Clinton team avoided ER to conceal details of her medical treatment
Clinton server technicians decline questions from Congress
With Clinton out sick, Obama pummels Trump
How Donald Trump Can Win
North Carolina loses college sports championships over 'bathroom' law
The Internet thinks Hillary Clinton has a body double

Geopolitics & terrorism
Putin Promotes the Next Generation of Ideological Cronies
Record new U.S. military aid deal for Israel to be signed in days: sources
Assad defiant as Syria ceasefire starts

Trade ‘not to blame’ for income woes
How the Sugar Industry Shifted Blame to Fat
  Sep 13

Fed risks markets shock with September move
‘Buy-the-Dip’ Mentality Is in Full Effect
In Market Tumult, Fear for the ‘Safest’ Investments [Dividend-Paying Stocks]

Jump in Yields Raises Fear of Return to Bond Market ‘Tantrum’
Goldman Has Three Reasons Why the Bond Rout Is Going to Get Worse
Fed Rate Hike May Cut Foreign Demand for U.S. Company Bonds
There's a Simple Reason JPMorgan Is Warning Investors to Take Care With U.S. Treasuries
This Isn't The Steeper Curve the Fed's Looking For
World’s Most Elite Bond-Trading Club Isn’t What It Used to Be

OPEC Says Non-OPEC Output Stronger Than Expected
Oil Markets Brace As U.S. Looks To Sell 100 Million Barrels From SPR
Copper, the Global economic bellwether at 2-month low

Industries & companies
Chemicals: Canadian Fertilizer Giants Agrium and Potash to Merge
Financials: Oil and gas bankruptcies hit lenders hard
Financials: Wells Fargo aftermath: People, not just banks, should be fined, Tarullo says (C)
Financials: Wells Fargo urged to clawback bonuses
Financials: Wells Fargo Exec Who Headed Phony Accounts Unit Collected $125 Million
FinTech: Bitcoin technology offers hacker protection
FinTech: Banks find blockchain adoption difficult
Materials: Praxair and Linde Call Off $60 Billion Merger Talks
Shipping: Hanjin Shipping Unloads Cargo at U.S. Port
Technology: HP to Acquire Samsung Printer Business in $1 Billion Deal
Technology: Open Text to Buy Dell EMC Enterprise Content Division
Technology: As Samsung Shares Sink, Heir Apparent Is Nominated to Board

Central banks
Brainard’s Argument for No September Hike Likely to Sway Fed | Speech
Divided Fed Inclined to Stand Pat
Three Fed Officials Say No Hurry to Raise Short-Term Rates
Fed's Lockhart: 'Serious discussion' over rate rise warranted
Fed has few tools to fight too-low inflation, Kashkari says
Jamie Dimon Says It’s Time for Fed to Raise Interest Rates

Rental renewals at record high
Brookings: Why is US Productivity Growth so slow?

Marriage Falls in China, Transforming Finances and Families
PBOC’s Ma Says China Must Act to Contain Housing Market ‘Bubble’
China steel industrial output, a clue on the true health of Chinese industry

US politics
Commentary: Why so many red states are turning blue
Hillary Clinton’s health just became a real issue in the presidential campaign
Clinton to Release More Health Data
Clinton’s Larger Dilemma: Play Trump’s Game, or Not?
Honesty and Presidential Health
Trump Claims Yellen Is Holding Rates Low to Aid Obama
Trump wants apology for Clinton 'deplorables' remark
Trump: Clinton Could Shoot Someone and Not Get Prosecuted

Geopolitics & terrorism
China and Russia in South China Sea drill
China Rethinks Its Alliance With Reeling Venezuela
Duterte Calls on U.S. to Withdraw Its Military Advisers From Philippines
Syria Cease-Fire Begins After Assad Vows to Keep Fighting ‘Terrorists’
Franco-German push for tighter defence co-operation
Anti-India Sentiment Hardens in Kashmir’s Summer of Unrest
ISIS Using Encrypted Apps, Written Notes to Avoid Tracking

Cannabis Industry Expected to Be Worth $50 Billion by 2026
Top Goldman Sachs hire sparks EU staff revolt

  Sep 12

Clinton Health Another Landmine for Suddenly Vulnerable Markets
The Bull Is Still Running. So Why Are Investors Tiptoeing?
The stock-market rout just drove the S&P 500, Dow below a key level
Bank rally on shaky legs as traders assess rate hike odds
Passive funds take third of US market
Vanguard's Jack Bogle Says Indexing Critics Are 'Idiotic'
New Reality for Oil: Steadier Prices

Industries & companies
Airlines: Boeing is making a major change to its planes that could end jet lag as we know it
Financials: Self-Driving Cars to Cut U.S. Insurance Premiums 40%, Aon Says
Financials: Next Test for Wells Fargo: Its Reputation
Shipping: Hanjin to Pay to Unload Stranded U.S.-Bound Ships

Central banks
Fed risks markets shock with September move
Fed governors differ on interest rate rise
The Last Word on Fed Policy Goes to Brainard
Fed’s Tarullo: Global Talks Shouldn’t Boost Bank Capital Requirements
Central Banks’ Prized Independence May Be a Hindrance in Managing Inflation
BoJ looks to clarify policy confusion

Economists See Tougher Road for Labor-Market Improvement

Woes at Italy’s Biggest Bank Reverberate in Europe
Establishment Politician Plots Rebel Run for French Presidency

China infrastructure investment criticised

US politics
Battling pneumonia, Clinton falls ill at 9/11 memorial
Clinton Apologizes for ‘Deplorables’ Remark on Trump Voters
Clinton ‘Felt Overheated’ And Left 9/11 Ceremony
Putin, Admired by Donald Trump, Emphasizes Strength as Virtue

Despite Tough Talk, Further Isolating North Korea Looks Difficult
North Korea says sanctions push 'laughable'
Bridge to nowhere shows China's failed efforts to engage North Korea
China, Russia naval drill in South China Sea to begin Monday
Iran welcomes Syria deal, urges political solution

France's premier warns of new attacks, 15,000 people on police radar
9/11 families could sue Saudi Arabia — unless Obama stops them
New Tricks Make ISIS a Sophisticated Opponent

Is This the Tipping Point For Electric Cars?
Alphabet Drones to Test Burrito Delivery at Virginia Tech

This Harvard Economist Is Trying to Kill Cash
VIDEO: Central Michigan upsets Oklahoma State with Hail Mary on final play

  Sep 10

Central Banks Jolt Markets
Markets Tumble on Fears of Higher Rates
Worried the Market Is Too Calm? Bring On the Noise
US share buyback boom fades
Is Apple a Growth Stock or a Value Stock?

A watershed moment may be near for bonds
Yield Turns Positive on Germany’s 10-Year Bond
Cracks Are Appearing in Bond Market That Led Record Global Rally
Treasury Yield Curve Steepest in a Month on ECB Policy Inaction
Gundlach's Bond-Market Inflection Point
Gundlach Says It’s Time to Get Defensive as Rates May Rise
Deutsche Bank: Bond Investors Are About to Get Crushed as a New Global Cycle Kicks Off

Industries & companies
Autos: Electric Cars Will Power BorgWarner Higher
Consumer Staples: The Allure and Risk of Consumer-Staples Stocks
Energy:Iranian oil output stagnates for third month amid OPEC bargaining
Energy: Coal Rises From Grave to Become One of Hottest Commodities
Financials: Fed looks to clip banks’ investment wings
Financials: Next Test for Wells Fargo: Its Reputation
Financials: There's a Simple Reason Why UBS is Hiring So Many Quants
Financials: Deutsche Bank nearing mortgages settlement with U.S. authorities
Shipping: Hanjin Shipping collapse: How it could impact what you buy
Shipping: Hanjin Shipping to Pay to Unload Cargo Stranded
Shipping: Hanjin Wins U.S. Bankruptcy Shield, Allowing Cargo Off Ships
Shipping: The 'ghost fleet' of cargo ships is causing freight costs to spike
Tech: Intel chief fights to end PC dependence
Tech: Upside for Analog-Chip Makers as Focus Shifts to Tech
Telecom: Vodafone’s Charms: 33% Upside and a 5.3% Yield

Central banks
Split Among Fed Speakers Leaves September Rate Outlook Murky
Fed’s Rosengren Says ‘Gradual Tightening’ Will Prolong Recovery
Fed’s Tarullo Not Ruling Out Rate Increases This Year
Why Lower, Longer Is Still a Good Bet

The Economy’s Growth Mystery Isn’t Going Away
China’s Reviving the American Heartland — One Low Wage at a Time

Draghi Asset Buying Deepens the Hole in Europe’s Pension Funds
EU Officials Confident of Completing Turkey Deal

China's Aug inflation trends point to stabilizing economy

US politics
Donald Trump’s Campaign Stands By Embrace of Putin
Donald Trump, on Russian TV Network, Criticizes U.S. Foreign Policy
Trump says he was against Iraq war despite Howard Stern interview
Florida newspaper calls for federal investigation into the Trump Foundation
Trump faces scrutiny over Florida donation
Clinton Attacks Trump on National Security
Clinton, Trump Turn the Politics of Social Security on Its Head
Donors in Most Industries Back Clinton
Generals caught in US election crossfire
Matt Lauer Loses the War in a Battle Between the Candidates

Geopolitics & terrorism
North Korea conducts fifth and largest nuclear test
North Korea Says Tested Nuclear Bomb, Can Miniaturize Arms
North Korea Nuclear Test Highlights Rising Threat
U.S.-China Tensions Hinder Response to North Korea Threat
China slams North Korea's nuclear test but unlikely to do much

9/11’s Lingering Toll on the U.S. Economy
9/11: What happened on Air Force One that day

Google's DeepMind artificial intelligence has figured out how to talk
Your New Financial Adviser: Part Human, Part Computer

The World Has a Sex Problem. It's Hurting Growth
Finally, It’s Spitzer v. Greenberg

  Sep 9

Companies Get Paid to Be Junk in Europe
Food prices climb to a 15-month high

Industries & companies
Financials: Wells Fargo to Pay $185 Million, Fires 5,300 Over Sales Tactics
Financials: Fed Urges U.S. Ban on Wall Street Buying Stakes in Companies
Financials: Fed: Congress Should Make Goldman Sachs, Morgan Stanley Curtail Commodities Businesses
Retail: Barnes & Noble Founder Says Retail Environment Is Worst in Years
Retail: The one-percenters are now destroying dollar stores
Shipping: Shipping Giant’s Woes Set Billions in Cargo Adrift at Sea
Tech: iPhone 7 First Look: Practical, but Not Jaw-Dropping
Tech: Micro Focus Enters Tech’s Big Leagues With HP Deal
Tech: Google to Buy Software Company Apigee for $625 Million

Corporate finance
Cash Piles at American Companies Are Shrinking

Central banks
ECB hints at stimulus but keeps markets guessing
ECB Will Boost Bond Purchases Just Not Yet
DRAGHI: It isn't our fault banks aren't making money
When will the ECB run out of bonds?
Bank of Japan Risk: Running Out of Bonds to Buy

Few Economists Prepared to Say Recession Risks Are Fading
WSJ Survey of Economists Sees Slowing Labor-Market Progress
U.S. job openings at record high, skills mismatch emerging
Wages Expected to Rise Amid Competition for Holiday Workers
Rise in U.S. Consumer Credit Reflects Steady Household Spending
Loan Stress: Missed Home-Equity Payments Spell Trouble for Mortgages, Credit Cards

US politics
Obama defends Kaepernick's national anthem protest
Health Law Faces Critical Year
Senate GOP Protests Obama’s Planned Nuclear Test Ban Push
The FBI’s Blind Clinton Trust
Bill Clinton compares himself, foundation to Robin Hood
Big Banks Don’t Follow Goldman on Trump Donation Ban
The Way Trump Talks

Geopolitics & terrorism
Our World: Soros’s campaign of global chaos
Russian Fighter Jet Flies Within 10 Feet of Navy Aircraft
U.S. Warns Russia Over Alleged Hacks
Soviet Document Suggests Mahmoud Abbas Was a K.G.B. Spy in the 1980s

Pew: U.S. Latino Population Growth and Dispersion Has Slowed
Millennials are way more confident than older Americans
Census: What Does it Mean to be in Poverty in the U.S., Statistically Speaking?
Census What is the Supplemental Poverty Measure and How Does It Differ From the Official Measure?
Census: How the Census Bureau Measures Income and Poverty
Japan's 'demographic time bomb'

Chicago Moves to Increase Utility Taxes to Bolster Pension
Climate Change Isn’t Just Making Us Hot: We’re Angrier and More Violent
Commentary: ‘Franken-bugs’ may be our best weapon against Zika
It’s Tough Being Over 40 in Silicon Valley

  Sep 8

Active managers must get down to basics
Italy Begins Pitching 50-Year Bond
OPEC Risks ‘Crying Wolf’ as Oil Trader Gunvor Doubts Accord

Industries & companies
Autos: VW explores Chinese electric car venture
Energy: Apache Has High Hopes for New Oil-Field Discovery in Texas
Energy: Will ExxonMobil Have to Pay for Misleading the Public on Climate Change?
Energy: US carbon price falls as gas replaces coal
Financials: Goldman Sachs Now Gives Away Its Most Valuable Software
Financials: Wall St turns to machines to find bankers
Health Care: Percentage of Uninsured at Historic Low
Shipping: Shipping Giant’s Woes Set Billions in Cargo Adrift at Sea
Shipping: Hanjin’s Ghost Ships Are Running Out of Food
Tech: Apple Ditches iPhone Headphone Jack, Focuses on Wireless Future
Tech: Apple to Bring Mobile Payments to Japan 12 Years After Docomo
Tech: Micro Focus $8bn coup for HP Enterprise arm

Central banks I
Fed’s Beige Book Shows Rising Wages, but Muted Inflation Pressure | Beige Book
Fed's Williams says U.S. economy in good shape, wants rate hike
Fed’s Williams Says He Isn’t Jumping to Conclusions on Data

Central banks II
Negative Rates Are Working (a Bit)
Why negative rates sometimes succeed
Negative-yielding bonds: an explainer
QE extension risks reopening ECB rifts
BIS: Helicopter money - reality bites

U.S. job openings at record high, skills mismatch emerging
A New Record for Job Openings Deepens Mystery Over Lack of Hiring
Americans Drive to a New Record in Gasoline Consumption
Asian Immigration Outpaces Arrivals From Mexico
Fading College Dream Sapping the U.S. Economy
Manhattan's Luxury Real Estate Slowdown Is Spreading to Other Price Tiers

After the beach, heavy-hearted France goes back to work

Japan second-quarter GDP growth revised up slightly, momentum weak

US politics
Matt Lauer mercilessly grills Hillary Clinton on her use of a private email server
Trump Backs End to Defense-Outlay Cap, Boosting Military
Trump says Putin has been a leader 'far more than our president has'

Geopolitics & terrorism
Top Saudi cleric says Iran leaders not Muslims as haj row mounts
U.S. Authority Is Tested During Obama’s Trip to Asia
Obama's Pivot to Asia Fails to Deter China
Philippine Leader Throws a Grenade Onto Washington’s China Strategy
Tokyo moves to help Manila counter China
Tensions over South China Sea belie summit cordiality
Russian Fighter Jet Flies Within 10 Feet of Navy Aircraft
Ash Carter Warns Russia Against Interfering in ‘Democratic Process’
Mexico minister resigns over Trump visit

The Minivan Is Back, and It’s Kind of Cool - Bloomberg
William Randolph Hearst Mansion in Beverly Hills Seeks $195 Million

  Sep 7

September checklist for investors
Low-yield world buoys covenant-lite loans
There's Been a 'Quiet Riot' in Japanese Government Bonds

The Russia-Saudi oil cooperation is actually a sign of 'extreme economic duress'
OPEC Likely to Be Cautious on Output Cuts

Industries & companies
Autos: Icahn to Buy Federal-Mogul, Take Auto-Parts Supplier Private
Energy: Enbridge to Buy Spectra Energy in $28 Billion Deal
Financials: Wall Street Revenues Dour
Industrials: GE speeds up 3D printing push
Materials: Glencore launches €1bn bond to refinance debt
Tech: Intel to Buy Semiconductor Startup Movidius
Tech: Everything we expect Apple to announce Wednesday

Central banks
September Fed-Hike Window Is Starting to Close for Bond Traders
Clinton slams Trump for commenting on Fed policies
Summers: The Fed’s complacency about its current toolbox is unwarranted
Central bank market influence wanes
Now Companies Are Getting Paid to Borrow
Cash in a Box Catches On as Swiss Negative Rates Bite

First Factories, Now Services Signal Cracks in U.S. Economy
Here's why healthcare costs seem as if they're skyrocketing

Eurozone Investment Spending Stalls in Second Quarter
EU banks turning Japanese, analysts warn
CITI: Italy's potentially disastrous referendum is 'much ado about nothing'

Fund managers find summer rewards in EM
EM bonds risk supply squeeze
China's Export Machine Is Grabbing More of the Global Market
Saudi Arabia Said to Weigh Canceling $20 Billion of Projects

Geopolitics & terrorism
China’s Subtle War Against U.S. Dignity
Iranian vessel 'harasses', sails close to U.S. Navy ship in Gulf: U.S. officials
Turkey seeks to set up Syria ‘safe zone’
Putin Loathed Abroad, Loved at Home

The New Short: Find Industries Exposed to Exotic Hacking Attacks
How to Get a Human Customer-Service Rep Every Time

  Sep 6

Investors See Danger as Global Assets Get Pricey
Investors switch into tech and financials
Time to Worry: Stocks and Bonds Are Moving Together
Boom in Junk Debt Draws Concern
Markets Could Get a Boost if Central Banks Started Buying

Industries & companies
Chemicals: Bayer Raises Offer to Buy Monsanto
Energy: Saudi, Russia pact roils oil market
Energy: Saudi, Russia Pledge Oil Cooperation Without Agreeing Freeze
Financials: Revenue stress builds for investment banks
Tech: Apple’s New iPhones Arrive as Glow Fades
Tech: Samsung investors look beyond $1bn recall

Central banks
U.S. economy may need much higher interest rates: Fed's Lacker [non-voter]
BoJ vows to keep easing monetary policy
Bank of Japan’s Kuroda Sees Other Side of Negative Rates
Kuroda Speech: "Comprehensive Assessment" of the Monetary Easing
Eurozone QE bond buying passes €1tn mark
Any ECB move into stocks unlikely to be plain sailing
Why negative rates sometimes succeed

G20 promises to coordinate on economy, but little in way of concrete steps
G20 leaders urged to ‘civilise capitalism’
G-20 Reaches Consensus on Economy, China’s Xi Says
IMF: Lagarde Urges Action to Deliver on G20’s Hangzhou Commitments
Obama seeks to convince Asian partners that Washington will approve TPP
After EU’s Apple Decision, Obama Says Tax Coordination Needed

Four ‘Upside Risks’ That Could Make the Economy Look Better Than Expected
America’s car ownership dream is not over
US productivity puzzle: policy priorities
Brookings: The productivity slump—fact or fiction: The measurement debate

Populists’ Advance in Germany Jolts Europe
Merkel vows to regain trust after defeat
No Government, No Problem: Firms Embrace Spain’s Policy Void

Sterling Gains as U.K. Services Data Allay Brexit Fears

Chinese capital controls deterring outflows
China's Productivity Growth is the Worst Since the Asia Crisis

Debt issuance by EM corporates falls
India: When Growth Isn't Good

US politics
FBI — Hillary R. Clinton Part 01 of 02
FBI — Hillary R. Clinton Part 02 of 02
The FBI’s Clinton File
The Many Paradoxes of the Presidential Front-Runner, Hillary Clinton
Clinton Suggests Russia Using Cyberattacks to Influence Election
Hillary Clinton Starts Speech with Massive Coughing Fit
Trump raises possibility of eventual legal status for illegal immigrants
Trump: US has 'a very false economy,' interest rates must change
Donald Trump Says He Wouldn’t Stand for China’s Lack of Respect

Geopolitics & terrorism
Missed the Interview With Putin? Here Are the Key Takeaways
North Korea Fires Three Ballistic Missiles, Seoul Says
Iran Urges Muslims to Challenge Saudi Arabia’s Oversight of Holy Sites
Obama Unlikely to Vow No First Use of Nuclear Weapons
Air Force, Running Low on Drone Pilots, Turns to Contractors in Terror Fight
Mexico considers bill to revoke US treaties

Quantum Computers Are Coming. The World Might Not Be Ready
Divorces highlight China’s property puzzle

  Sep 5

Barron's Survey: Strategists Say Beware the Bear
The No-Growth Stock Rally
What Fed Hike? Bond Investors See Yields Barely Budging This Year
Deutsche Bank: America's 'energy shock' is over

Industries & companies
Autos: Daimler plans at least six electric car models: source
Autos: Car Makers Scrutinized on Self-Driving Claims
Shipping: South Korea’s Hanjin Shipping Files for U.S. Bankruptcy Protection
Tech: Samsung recall hands Apple a timely gift

Central banks
Soft Jobs Data Cools Market Expectations on Fed Rate Increase
ECB’s Draghi to Address German Lawmakers Amid Mounting Criticism
ECB’s Mersch Warns on Using ‘Extreme’ Tools to Lift Economy

G-20 Leaders Strive for Plan to Reignite World Growth
G20 takes up global inequality challenge
China's Xi at G20 says world economy at risk, warns against protectionism
China, U.S. commit to refrain from competitive currency devaluations
Rare Harmony as China and U.S. Commit to Climate Deal

The Federal Deficit Is Set to Explode

German anti-immigrant party beats Merkel in her home district
May Expresses Doubts About Brexit Campaign’s Key Promises
Obama warns US-UK trade ties could unravel
Eurozone Finance Chief Criticizes Apple’s Response to Tax Ruling

Here's what was puzzling about China's surprisingly strong data this week
China Is About to Get Serious With Bad Debt
Venture Communism: How China Is Building a Start-Up Boom

US politics
Where Has Hillary Clinton Been? Ask the Ultrarich
Hillary Clinton adopts encryption app
Clinton's email errors due to 'improper labeling:' Kaine
Seeking Support and Invoking Faith, Donald Trump Visits a Black Church for the First Time
Amid Immigration Debate, a Case for the Economic Benefits Emerges

Geopolitics & terrorism
Philippines worried, says more Chinese boats spotted at disputed shoal
Turkey Ejects Islamic State Forces From Segment of Syrian Border

Using Technology to Protect From Mass Shootings

Flooding of Coast, Caused by Global Warming, Has Already Begun
Oklahoma Quake Shakes Region Where Wells Have Drawn Scrutiny
Israel’s Space Plan Exploded With SpaceX Rocket. Now What?

  Sep 3

Oil Is on Another Steep Slide, but Stocks Don’t Care
A Sign That the Oil Bust Might Be Ending. Might.
Putin Pushes for Oil Freeze Deal With OPEC, Exemption for Iran
Shilling: The Coming Storm for Global Financial Markets

Central banks
Softer Job Growth Fuels Debate on Rates Ahead of Fed Meeting
Think You Know the Natural Rate of Interest? Think Again
The ECB Responds on Jefferies’ Research on ECB QE

Pace of US jobs growth slows
Big Decline in U.S. Auto Sales May Signal End of Six-Year Boom
U.S. Trade Deficit Narrowed Sharply in July
Another Sign Manhattan Real Estate Is Feeling the Pain
Conditions Are Ripe for a Big-City Exodus

State Election Could Signal Big Changes in German Politics
Rajoy fails again to form government
Caterpillar to close Belgium plant

China Takes Actions on Trade and Markets Ahead of G-20 Summit
Chinese antitrust begins Didi-Uber probe

A post-China world for EM investors
Early Challenges Hit Brazil’s New President

US politics
Clinton Left Politically Exposed by FBI Report on E-Mail Habits
Clinton told FBI she couldn't recall all briefings
FBI Records Show Clinton Used Many Email Devices
Emails Raise New Questions About Clinton Foundation Ties to State Dept.
Trump’s Immigration Plan Aims for Far More and Faster Deportations
As Donald Trump Calls for Wall on Mexican Border, Smugglers Dig Tunnels

Geopolitics & terrorism
Putin Says Russia and U.S. Are Close to Breakthrough Deal on Syria
Putin Says DNC Hack Was a Public Service, Russia Didn’t Do It
EU Ministers Seek to Steady Ties With Turkey
A Chinese Mystery: Who Owns a Firm on a Global Shopping Spree?
Kurds Fear the U.S. Will Again Betray Them, in Syria

African Elephant Population Dropped 30 Percent in 7 Years
Aimed at Zika Mosquitoes, Spray Kills Millions of Honeybees
U.S. Open Roof Brings the Noise on Tournament’s First Rainy Day

  Sep 2

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

  Sep 1

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

  Aug 31

At 90 months old, this bull still has lots of kick
This Is the Quietest Stock Market in Decades
Templeton’s $130 Billion Man Finds Haven in Emerging Markets
World’s Top Performing Fund Is Running Out of Good [Indian Small-Cap] Stocks to Buy

US corporate bond issuance rallies in August
Chicago Outlook Lifted to Stable by Fitch on Pension Improvement
Goldman pushes US bond market algo

Iraq talks up oil production freeze
Oil Discoveries at 70-Year Low Signal Supply Shortfall Ahead

EU Demands Apple Repay $14.5 Billion in Irish Tax Breaks
Why Ireland Doesn’t Want Apple’s $14.5 Billion in Back Taxes
European Commission Press release: Ireland gave illegal tax benefits to Apple worth up to €13 billion
EU Apple Tax Ruling Stirs Fears of Revenue Loss in U.S.
EU ruling on Apple stirs calls for U.S. tax reform

Industries & companies
Energy: U.S. Oil Firms Continue Tussle Over Taxes
Financials: U.S. Banks’ Growth Boosts Fund to Insure Deposits
Health Care: Obamacare Marketplaces Are in Trouble. What Can Be Done?
Industrials: GE Buys Software Company to Bolster Rail-Industry Supply Chain
Retail: Shopping Malls’ New Product: Fun
Retail: Abercrombie & Fitch Can’t Get the Grown-Ups Into the Kids’ Clothes
Tech: Dell, EMC Set to Complete Merger on Sept. 7 in Biggest Tech Deal
Tech: Google Takes on Uber With New Ride-Share Service

Central banks
Is Fischer 'Stan the Man' or the 'Odd Stan Out' on Rate Hikes?
Fed’s Fischer Says Negative Rates Seem to Work in Today’s World
A Call to Keep The Fed's Balance Sheet Big
BOJ's Kuroda vows 'no hesitation' on more QE, lower negative rates
Helicopter Money Predictions Are Still Flying High in Japan
Draghi Silence Puts Numbers in Spotlight Before ECB Meeting

U.S. Home Prices Continued Strong Gains in June
U.S. Consumer Confidence Climbs to Highest Level in Nearly a Year
‘Soft Skills’ Like Critical Thinking Are in Short Supply, Employers Say
EU-U.S. trade deal in doubt as France urges end to talks

Emerging Markets: Fed will trump emerging fundamentals
Chinese Cash Pours Into U.S. Real Estate
Saudi Arabia GDP forecasts and foreign reserves
Argentine enthusiasm for new leader wanes

US politics
The alt-right’s take on Clinton’s speech: Botched, but legitimizing
Obama shortens prison sentences of 111 convicts: White House

Geopolitics & terrorism
Kim Has Officials Killed by Anti-Aircraft Gun, Paper Says

Roller Coasters Ride Into Dizzying Realm of Virtual Reality

  Aug 30

U.S. Rate Prospects Strengthen Financial Stocks
Traders Bet Dollar Will Keep Climbing
Virtually No Institutional Investors Are Happy With Activist Hedge Funds Right Now
When Economic Doomsayers Stumble: Cautionary Tales From Brexit, Grexit and U.S. Budget Battles When Economic Doomsayers Stumble: Cautionary Tales From Brexit, Grexit and U.S. Budget Battles

Industries & companies
Food: Mondelez abandons pursuit for U.S. chocolate maker Hershey
Food: As Food Prices Fall, Economic Pain Hits More Businesses
Health Care: Mylan, Feeling Heat on EpiPen, to Offer Cheaper Generic
Health Care: EpiPen brings out the worst in government and healthcare system
Health Care: Health Insurers’ Pullback Threatens to Create Monopoly Zones
Retail: J. Crew Will Sell Through Nordstrom as Brand Seeks a Revival
Tech: Apple's Irish Tax Bill May Run Into Billions of Euros

Corporate finance
Firms Say Goodbye to Prettied-Up Financial Reports

Central banks
Fed Officials Say No Thanks to Negative Rates
Mester outlines ‘compelling’ rate rise case
Fed Is Headed for Shallow Rate Path This Decade, Study Shows I FRB-SF Study
Bazookas! Hammers! Sinks! Nobody Loves Metaphors More Than Central Bankers
Pimco at Odds With Goldman on Yellen as September Rate Bets Rise
Kuroda: Re-anchoring Inflation Expectations

U.S. Consumer Spending Rose in July
Housing Market: Why Millennials Are Getting Priced Out

Japan puts its seniors to work

China’s Credit Party Winds Down in Headwind for Economic Growth

US politics
Clinton Economist Trusts Government Too Much
Clinton aide dumps husband Anthony Weiner
Obama’s healthcare problems turn critical
Trump speaks at a seventh-grade level
FBI detects breaches against two state voter systems

Geopolitics & terrorism
Russian air power's limits exposed in Syria fight
Iran deploys Russian-made S-300 missiles at its Fordow nuclear site
It sounds like ISIS is in dire financial straits

The Sinister Side of Cash
Equity Research Analysts Face Uncertain Future
Why They Did It: Madoff and Enron’s Fastow Explain the Biggest Frauds in U.S. History

  Aug 29

Some Good News for Investors: The Bull May Still Have Spring in Its Step
What's With Those Earnings Squiggles and Hooks?
Will Today’s Dividend Rock Stars Stay on Top?
The 10 Best Dividend Stocks
A Good Time for REITs
Anemic IPO Market Poised for Rebound
Where Have All the Small Investors Gone?

Industries & companies
Autos: Ford Feels Pressure of China Rivals’ Pursuit
Financials: Goldman Sachs, Morgan Stanley Reinvent Themselves
Financials: JPMorgan Courts Millennials by Putting Car-Buying Online
Industrials: Farm-Equipment Makers Face Challenge at Industry Show
Industrials: G.E., the 124-Year-Old Software Start-Up
Tech: Apple CEO Tim Cook Sells $36 Million From Block of Compensation Stock
Tech: Brussels set to scupper Apple ‘state aid’

Central banks
Central bankers fear low-growth rut
Central bankers to persist with brave new world
Global central bankers, stuck at zero, unite in plea for help from governments
Yellen Sides With Fed Camp Professing Faith in Price Forecasts
Yellen Lays Out Tools for Next Recession
Negative Rates Not on Table at the Fed
Yellen Says Fed Could Expand Its Use of Bond Purchases
Regional Fed Chiefs Doubt Multiple Rate Increases Ahead

Refugee Policy Weighs on Merkel’s Popularity
Brexit Is May’s Top Priority as U.K. Cabinet Meets at Chequers
Germany Warns U.K. That Brexit Talks Will Be Very Difficult

Beneath a Quieter Yuan, Fears Over China Are Rising
Digging Into China’s Growing Mountain of Debt
China’s middle class is exploding

Pressure Mounts on South Africa’s President Zuma After Twin Shocks

US politics
Trump Says He Would Deport ‘Criminal Illegal Immigrants’
‘No Vacancies’ for Blacks: How Donald Trump Got His Start, and Was First Accused of Bias
Clinton slams Trump's pitch to black voters in new ad
Gary Johnson: ‘Not Impossible’ to Win if Debate Hurdle Cleared

Geopolitics & terrorism
Fighting Escalates on Turkey-Syria Border, Endangering U.S. Forces
German Vice Chancellor Warns on Trans-Atlantic Trade Talks
N Korean defectors step up propaganda war

Maglev Train Project to Link Baltimore and Washington Gets a Boost
Why Electric Cars Will Be Here Sooner Than You Think

Adam Smith Takes on Critics of Free Trade
Exclusive: FBI raids home of ex-College Board official in probe of SAT leak
As La Guardia Is Overhauled, the Check-In Line Starts at the Highway

  Aug 27

Stock, Bond Rally Fizzles as Fischer Remarks Bolster Rate Wagers
For Janet Yellen, This Market Reaction May Be Mission Accomplished
Some Good News for Investors: The Bull May Still Have Spring in Its Step
Even Yellen Couldn’t Shake German Bonds Out of Their Summer Lull
Are Index Funds Eating the World?

Industries & companies
Autos: Get ready to say goodbye to a lot of electric cars
Autos: Morgan Stanley says Amazon could eventually sell cars on its site
Financials: Rithholtz: Maybe We Clamped Down Too Hard on Finance
Health Care: Mylan Reacts to EpiPen Backlash
Retail: Amazon to build three more bookstores
Tech: Rackspace to Go Private in $4.3 Billion Deal
Tech: Spotify Is Burying Musicians for Their Apple Deals
Tech: The Transatlantic Squabble Over Apple's Taxes

Fed I
Fed’s Yellen Sees Stronger Case for Interest-Rate Rise
Yellen Finds A Way To Describe Her Doubts in One Handy Fan Chart
Yellen Imagines a Future Where Fed Tinkers With Inflation Target
Janet Yellen’s Jackson Hole Speech, Annotated
Jackson Hole Agenda & Materials | Yellen Speech

Fed II
Warsh: The Federal Reserve Needs New Thinking
El-Erian Says Hard to Resist Rate Hike If Jobs Report Is Strong
Gross Says Yellen’s Economy ‘May Never Walk Normally Again’
Central Banks May Need to Start Thinking About Losing Weight
Negative Rates Advocate Spells Out the Obstacles at Jackson Hole
Fed faces its critics at Jackson Hole

Pensions & retirement
US pensions walk trillion-dollar tightrope
Pensions’ shift into private equity ignores risks
Covering Up the Pension Crisis
Pensions and ageing populations: the problem explained
The pensions crisis script can be changed
U.S. Pushes States to Help Private-Sector Workers Save for Retirement

U.S. Corporate Profits Climbed as GDP Ticks Down to 1.1%
What Changed in the GDP Report
Corporate Profits Cloud U.S. Investment, Hiring Outlook
U.S. Consumer Sentiment Eases Slightly in August
Manhattan’s high-end property prices fall

Brexit means ‘deep break’ in EU history
Web Firms May Have to Pay Publishers for News Under EU Rules

Japan remains entrenched in deflation | Release

US politics
The U.S. Department of Clinton
Mixed Signals on Immigration Roil Trump Campaign
Donald Trump breaks the conservative media
Inside Facebook’s Political-Media Machine
Obamacare’s 'slow-motion death spiral'

Geopolitics & terrorism
U.S., Russia Discuss Syria Cooperation Plan

How data became a new religion
Carl Icahn on Bill Ackman, Herbalife statement liar

  Aug 26

Washout Worsens for U.S. Defensive Stocks as Sentiment Shifts
There's Basically No Alternative to U.S. Corporate Bonds Right Now
Pru warns on negative rates ‘systemic risk’

Industries & companies
Energy: Iranian Oil Production Stalls Ahead of OPEC Talks
Financials: Banks Have Had Enough of Oil’s Wild Ride
Health Care: Mylan cuts EpiPen costs after Clinton criticism
Health Care: Mylan’s EpiPen Price Increases Highlight Its Grip on the Market
Retail: J.C. Penney Aims to Be King of the Mall as Rivals Retreat
Tech: HP Reports Lower Earnings, Revenue

Corporate finance
Oil Slide Lifts Corporate Defaults to Seven Year High
SEC Takes Aim at Performance That’s Just Too Good to Be True
What to tell clients about stock buybacks | BenefitsPro

Central banks
As central bankers gather, some at Fed make interest rate rise case
A Peek at More Than Three Decades of Jackson Hole Economic Gabfests
Bond Traders Are Desperate for Direction From Yellen in Jackson Hole
Hilsenrath: Fed Missteps Fueled 2016 Populist Revolt
PBOC Moves to Clamp Down on Speculation
ECB bond buying drives gap for European fixed-income investors

U.S. Durable-Goods Orders Rebounded in July, Jumping 4.4%
Burden of Health-Care Costs Moves to the Middle Class
Laid-Off American Workers Are Having Better Luck Finding New Jobs
Land Buyers Stampede Into Texas Oil Patch

Chinese Takeovers Trigger Global Backlash Ahead of G-20 Summit
China Sets New Tone in Drafting Cybersecurity Rules

US politics
Clinton: Trump Built Campaign on ‘Prejudice and Paranoia’
Citigroup: A Trump Victory in November Could Cause a Global Recession
Economists Who’ve Advised Presidents Aren’t Trump Fans
‘Alt-Right’ Enters the Political Limelight
Chicago's detective force dwindles as murder rate soars

Geopolitics & terrorism
Iran vessels make 'high speed intercept' of U.S. ship: U.S. official

Blockchain as ‘Technological Genie’
This Is Your Company on Blockchain
Suits join the hoodies with blockchain push
First driverless taxi hits the streets of Singapore
The Robot Surgeon of Your Nightmares Can Wiggle Its Way Inside You
The Sad State of Mics Is Holding Back Siri and Alexa

Data Geeks Are Taking Over Economics
The Fed's Disastrous Facebook Page Launch | American Banker

  Aug 25

A Year After Stocks Armageddon, It’s Smooth Sailing for Markets
These Nine Charts Show Just How Quiet the Market Is Right Now
Fears over US market plumbing remain
EM rally may be long-lived despite the Fed
Pensions and bonds: the problem explained
Record heat fans commodity markets
Hedge Funds Suffer Biggest Redemptions Since 2009

Industries & companies

Energy: Largest Oil Companies’ Debts Hit Record High
Energy: The Solar Industry Is Bracing for a Supply Glut
Financials: J.P. Morgan Creates Executive Role to Lead Cloud Services
Financials: Blockchain Is Banks' Secret Sauce
Financials: Big banks plan new digital currency
Materials: Glencore Reports Narrower Loss, Cuts Debt
Pharma: Pfizer Buys Part of AstraZeneca’s Antibiotics Business
Tech: Tech Startups Struggle to Close Deals With IT Buyers

Central banks
Central Bankers’ Main Challenge: Staying Relevant
Congressional Budget Wonks to Fed: You Probably Aren't Going to Raise Rates as Fast as You Say

U.S. Existing-Home Sales Fall for First Time Since February
U.S. Home Prices Rose 5.6% in Second Quarter From Prior Year
Housing Boom to Keep Going Even If Rates Rise, Hovnanian Says
U.S. CBO says budget deficit to reach $590 billion for fiscal 2016

Eurozone recovery weathers Brexit shock

China’s Moment in the G-20 Sun Overshadowed by Problems
China provinces fall short on capacity cuts
China Gears Up in Artificial Intelligence

US politics
Donald Trump hints at immigration 'softening' specifics
Path to White House Narrows for Trump
Clinton Is Making Her Trust Problem Worse
Chorus grows for Clintons to shutter charitable foundation
Chelsea Clinton to Stay on Foundation Board if Hillary Becomes President
Why Obama Let Iran's Green Revolution Fail

Geopolitics & terrorism
North Korea fires missile from submarine
Kabul attack: Students at American university trapped

A Planet Like Earth Discovered Near Solar System
Here’s How the New Teslas Stack Up Against Bugatti, Lamborghini, and Ferrari

  Aug 24

In Market Going Nowhere, Traders Renew Love Affair With Momentum
Why BofA Thinks U.S. Stocks Have an 'Elevated Risk of Correction'
Earnings were boosted by buybacks
Bernstein: Passive Investing Is Worse for Society Than Marxism

World’s Most Important Bond Market Is Stuck in a Fed-Induced Rut
Pensions: Low yields, high stress

Industries & companies
Financials: Big banks plan to coin new digital currency
Autos: Tesla Unveils Longer Range Car Battery
Financials: Big banks plan to coin new digital currency
Health Care: The Real Reason Drugs Cost Too Much
Media: Disney and Vice, a Storybook Romance
Retail: Amazon working on music subscription service for $5 a month: Recode
Tech: Apple Purchases Medical Startup Gliimpse
Tech: IBM, AMD Plan Assault on Intel’s Chip Dominance
Tech: Renesas in Talks to Buy U.S. Chip Maker for $3 Billion

Central banks
The neutral rate debate at Jackson Hole
Here's Why Fed Doves and Hawks Could Both Be Right
Fed’s Regional Bank Boards Increase Pressure for Rate Hike
Bernanke: Fed’s shifting perspective on the economy and its implications for monetary policy
Why the Federal Reserve is rethinking everything
Former Fed Staffer, Activists Detail Plan to Overhaul Central Bank
BoE’s corporate QE faces challenges

U.S. New Home Sales Rise to Highest Level Since 2007
US business investment falls for third quarter

Merkel Says Brexit Is U.K.’s Loss While Pledging EU Results
Merkel tells Turks in Germany to be loyal

China’s Growing Debt Problem Isn’t Quite What It Seems

US politics
Clinton dogged by ties to charity’s donors
Clinton Fundraisers: No Press Allowed
Trump Floats Obama-Like Deportation Plan, and Fans Don’t Mind
Trump Courts Black Vote but Avoids African-American Communities
Energy Adviser Says Trump Is Solidly Behind Fracking
Reliably Republican Texas Shows Signs of Cracking Under Trump
The Slow Fade of the Angry White Male

Geopolitics & terrorism
Biden tells Baltic states: Don't take Trump seriously
Russian-Brokered Cease-Fire Begins in Syrian City
U.S. Eyes Backing Turkey in Islamic State Offensive

A Tiny Power Plant You Could Swallow to Fight Cancer

  Aug 23

It’s Getting Scarily Quiet in the Market
Yardeni: It's Official. The Earnings Recession is Over
Mike Santoli: Passive investing takeover accelerates in 2016
James Grant: «The Fed is now hostage to Wall Street» | International Selection
Everyone Wants Emerging-Market Bonds, But There Aren’t Enough to Go Around

Is Oil in a Bull or Bear Market? Depends on the Day
Oil prices fall as analysts say market still oversupplied

Industries & companies
Airlines: Delta Offers Pilots 27% Raise in Contract Negotiations
Autos: Auto-Parts Makers Unite to Develop Self-Driving System
Energy: Some Shale Drillers Return to Oil Patch
Health Care: Pfizer boosts cancer drug roster with $14 billion Medivation deal
Homebuilders: Toll Brothers revenue beats estimates on higher home sales
Retailers: Home Depot and Walmart use stores as fulfillment centers
Retailers: Best Buy’s Mounting Troubles

Central banks
Fed firepower in focus at Jackson Hole
Federal Reserve under growing pressure to reform system, goals
Urging a Fed Rethink Doesn’t Require Ditching 2016 Hiking Bias

Yet More Proof Things Keep Getting Better for the Top 10%
Pay Rises for Workers at the Bottom of the Ladder

Euro-Area Economy Shrugs Off Brexit as Key Index Edges Up
Eurozone PMI reaches seven-month high
EU leaders pledge Brexit will not hit bloc
U.K. Said to See Brexit Most Likely Triggered by April 2017
Joseph Stiglitz interview: Italy and the end of the euro
Sarkozy declares French presidential bid

Japan sinking deeper into de-facto helicopter money
Japan, Seeking to Regain Manufacturing Might, Bets on Aerospace

China Is Grappling With Hidden Unemployment
China's Best Bank Called 'Mirage' of Shadow Lending
China poised for credit default swap market
Politics to set pace for Brazil’s markets
Brazil’s stock market wins gold – seriously. | Edmonton Journal
Mexican Economic Output Shrinks

US politics
Trump campaign signals possible shift on immigration stance
Mediator: Sean Hannity Turns Adviser in the Service of Donald Trump
What Is Breitbart News?
Silicon Valley Keeps Its Distance From Trump
New Batch of E-Mails Add to Clinton Woes Over Server, Foundation
Trump calls for special prosecutor to investigate Clinton Foundation
Clinton Rejects Trump’s Speculation That She’s in Poor Health
In Clinton vs. Trump, Impact of Asian-Americans Overlooked
U.S. judge grants nationwide injunction to halt Obama transgender policy

Obama Readies One Last Push for Trans-Pacific Partnership
U.S. Faces Setback in Asia if TPP Trade Deal Doesn’t Pass
Trump puts US Asian pivot in a spin
The Pentagon Takes Aim at Bomb-Carrying Consumer Drones
Our World: Soros’s campaign of global chaos - Opinion - Jerusalem Post

These Charts Show Pokemon Go Is Already in Decline
Pokémon Go just got an update that adds a lot more strategy to collecting Pokémon

  Aug 22

Stock rotation to continue as Fed seen open to 2016 hike
Two Strategies, One Crowded Trade
Why Oil Stocks Will Continue to Gush
A Stockpickers’ Manifesto
Wilbur Ross’s Next Big Bet: Oil and Gas
Stephanie Pomboy: Grim on Economy, Stocks
Strategies: The Obama Years: The Best of Times to Be a Stock Investor

Industries & companies
Autos: Tesla is at risk of being steamrolled by the next disruption
Autos: Massachusetts to tax ride-hailing apps, give the money to taxis
Financials: Citigroup Is Cheap
Retail: TJ Maxx should terrify Macy's
Tech: Cisco’s Latest Layoffs: Dark Clouds Over Tech
Tech: Facebook Can Climb More Than 20%
Tech: Apple is losing its lead in smartphones

Central banks
Fed Officials Brace for New Normal
Fischer Signals 2016 Rate Hike With Economy Nearing Fed Goals
Fed’s Fischer Says Better Fiscal Policies Could Improve Productivity
FRB: Speech--Fischer, Remarks on the U.S. Economy--August 21, 2016
Fed guessing game moves up a gear as Yellen takes stage
BOJ's Kuroda says won't rule out deepening negative rate cut-Sankei
India's new central bank chief likely to please markets with continuity

Obamacare has gone from the President's greatest achievement to a 'slow motion death spiral'
Obamacare's Public Option Is No Longer Defensible
Some Small Businesses Restore Group Health Coverage
Generation Z Believes Savings Are a Priority

U.K. Economic Stamina Not Assured After Early Brexit Resilience

US politics
Donald Trump Bets Big on Online Advertising
Trump Campaign Sharply Increases Spending on Consultants
Trump faces deep black voter distrust
Trump Meets With Hispanic Council in Bid to Broaden Support
Trump’s Empire: A Maze of Debts and Opaque Ties
Foundation Ties Bedevil Hillary Clinton’s Presidential Campaign
Clinton attacks ‘Kremlin puppet’ Trump

Geopolitics & terrorism
More of Kremlin’s Opponents Are Ending Up Dead
Child suicide bomber kills 51 at wedding: Turkey
Ex-U.S. Navy SEAL author agrees to pay $6.8 million to government: NY Times

Clinton, Trump Are Both Wrong About Free Trade
The Trouble With Adam Smith

  Aug 20

Investors pour money into EM equity funds
Emerging Markets’ Bills Coming Due
All the Fun Is Going Out of Hedge Funds

OPEC Freeze Wouldn’t Be So Potent as Gulf Rivals Pump More
A Commodities Rebound Is Accelerating at China’s Doorstop

Industries & companies
Autos: VW Halts German Production After Unprecedented Move by Supplier
Financials: Goldman’s New Name to Beckon Consumers: Marcus
Retailers: Retailers’ insight into weak US earnings
Retailers: Gap Faces a World That Doesn’t Want to Be Normal Anymore

Central banks
All eyes on Janet Yellen at Jackson Hole
The Case for Raising the Fed’s Inflation Target
Summers: A Thought Provoking Essay from Fed President Williams
Williams: Longview: The Economic Outlook
RBS to charge UK companies to hold cash

Middle-Income Jobs Finally Show Signs of a Rebound
Where Median Incomes Have Fallen the Most
Another Good Reason Not to Get Married, Courtesy of the IRS
Zika Virus Travel Caution Extends to All of Miami-Dade County

Pro-Brexit Economists Sense Vindication as U.K. Shows Resilience
Banks Still Aiming for Full EU Single Market Access Post-Brexit
Call to lure London banking to Frankfurt

China provinces fall short on capacity cuts
The Gold Medal for Buying Up Brazilian Assets Goes to China Inc.

US politics
What Are Donald Trump, Roger Ailes, and Steve Bannon Really Up To? - The New Yorker
Trump: I Regret Not Choosing the Right Words
Republicans Worry a Falling Donald Trump Tide Will Lower All Boats
Hillary Clinton’s Fundraising Pace Accelerates

Geopolitics & terrorism
China’s First Overseas Military Outpost Shows Its Global Ambitions
Why the Ayatollah Thinks He Won
Germans Reconsider Tough Privacy Laws in Wake of Attacks
Burkini ban splits opinion in France

Uber to Put Self-Driving Volvo Taxis on Road in Pittsburgh
Aging Danes Hope Robots Will Save Their Welfare State
AT&T, Apple, Google to work on 'robocall' crackdown
Pokemon Go spurs lifestyle changes, business boom as it rolls out in Asia
In Bitcoin Era, Hackers Hold Personal Computers for Ransom

Extreme Weather Events Hit Global Economy
Zika May Cause Brain Damage in Adults, Too

  Aug 19

Dividends Eat Up Bigger Slice of Company Profits
Global Yield Hunters Push S&P 500 Dividend Payouts Towards 2009 Peak
Average US 30-year mortgage rate slips to 3.43 percent
Paul Singer is calling this ‘the biggest bond bubble’ ever
Greenspan Sees U.S. Interest Rates Rising Soon, Perhaps Rapidly

Industries & companies
Industrials: Emerson Electric to buy Pentair's valves business for $3.15 billion
Retail: Wal-Mart Pushes Up Profit
Retail: Ross Stores Stock Gains in After-Hours Trading on Q2 Beat
Retail: Home Depot Touts Use of Stores for Online Fulfillment

Central banks
ECB hints at further action next month
Fed’s Williams: Waiting too long to hike rates could be costly
No Fed Hike if Trump Beats Hillary Clinton?
U.S. Federal Reserve launches Facebook page

Labor market firming; factories still struggling
Six myths about the U.S. economy that are just plain wrong
Why It’s So Hard to Get Rid of Tax ‘Loopholes’

US politics
Trump Regret Marks New Phase of Campaign
Trump to take 'optimistic' message to voters, new manager says
Trump challenges old truths in US media
Trump Shake-Up Reflects Hedge-Fund Manager’s Growing Influence
Clinton Foundation to bar foreign, corporate funding if Hillary Clinton elected president

Geopolitics & terrorism
Russia Builds Up Army Near Ukraine Border
Hezbollah’s Conundrum: Fighting Other Jihadists, Not Israel
Twitter suspended 360,000 accounts for 'promotion of terrorism'

Relax — robots are not coming for your job
At the Anarchists’ Convention, There’s Not Much Structure

  Aug 18

Vanguard Asks SEC to Approve an Active ETF for U.S.
Blackrock Says Choppy Ride Ahead
David Rubenstein of The Carlyle Group is psyched about the US economy
UBS: Don’t be Fooled by Emerging Markets' Winning Streak

Exclusive: Saudi signals it may hit new oil output record ahead of freeze talks - sources
Here’s Who’s Buying Up U.S. Oil Exports

Industries & companies
Financials: Is Bank of America the Next Activist Target?
Financials: Deutsche Bank retail boss tips bonus ban
Health Care: Aetna Warned It Would Pull Out of Exchanges if Humana Deal Blocked
Health Care: The Unstable Economics in Obama’s Health Law
Industrials: GE Wants to Bring More Life to Coal
Retail: Target tumbles as sales miss their mark
Retail: Macy’s Pullback Imperils $30 Billion of Debt, Morningstar Says
Retail: Staples Swings to Loss, to Close 50 Stores This Year
Retail: Anthropologie's Plan to Super-Size Its Stores While Others Shrink Is Working
Tech: Cisco to cut 5,500 jobs in shift from switches to software

Central banks
Fed Officials Split in July on Whether Rate Hike Needed Soon
Fed in hard-fought debate on rate rise
Fed Minutes Suggest Rate Rise Possible as Soon as Next Month
People Are Getting Emotional About Fed’s ‘Schizophrenic’ Debate
Fed Is Searching for a New Framework. New Minutes Show It Doesn’t Have One Yet.
Widening Fed Consensus on Inflation Overshadows Rate-Hike Debate
FOMC Minutes: July 26-27

Consumers Prefer Saving Over Spending
New Millennial Trend: Working During the Summer

UK could win 'special status' but must get on with Brexit - Germany
Reform deal in sight to break Spain's political deadlock

US politics
Trump Reshapes Campaign in His Own Image
Trump Goes All In With Risky Base Strategy
Trump shakes off more ties to the establishment
New Trump Aide Stephen Bannon: A ‘Win At All Costs’ Anti-Establishment Conservative
Trump's Atlantic City casinos reportedly owed $30 million in taxes — and settled for $5 million after Christie took office

Geopolitics & terrorism
Japan missile to test China’s strategy
Russia Keeps Up Syria Airstrikes From Iran
Germany says Turkey supports terrorist groups
U.S. Held Cash Payment Until Iran Released Prisoners

The 23 best business books to read before the end of summer

  Aug 17

Legends of finance have big bets on the stock market going down
Here’s how you know the stock market is hugely overvalued
US stocks can’t just run on fumes

Industries & companies
Autos: Ford Developing Fully Driverless Car
Energy: Too Big to Frack? Oil Giants Try Again to Master Tech That Changed Drilling
Energy: America's First Offshore Wind Farm Is Nearly Ready
Financials: Morgan Stanley Is Dealt a Challenge
Health Care: Aetna's Retreat From Obamacare Is More Than It Seems
Materials: Linde, Praxair Hold Talks on Possible Industrial-Gas Megamerger
Materials: BHP Billiton Reports Worst-Ever Annual Loss
Retail: Home Depot, TJX Buck Retail Trends
Tech: Tim Cook Pledges More Apple Investment in China
Tech: Cisco Plans to Cut Up to 14,000 Jobs Within Weeks, CRN Says

Central banks
Dudley Says September Hike Possible, Markets Too Complacent
Fed’s Lockhart Says At Least One Rate Hike May Be Needed in 2016
Dollar’s Drop Signals Doubts Over Fed Rate Rise
Monetary Policy Makers Rethink the Rules, and Other Economic Must-Reads
BOJ: Iwata: Japan’s economy and monetary policy
Banks eye cash as euro rates go negative

Industrial Production Rose 0.7% in July
Housing Starts in U.S. Climbed to a Five-Month High in July
U.S. Building Permits Fell 0.1% in July
U.S. Consumer Prices Unchanged as Inflation Remains Muted

Offshore Yuan Declines as Goldman Warns Capital Outflows Rising
China Crackdown on Illegal Money Flows Sees 450 People Arrested
The Soft Pinch of Austerity in Saudi Arabia Could Backfire

US politics
House Republicans have a plan to nail Clinton for perjury
FBI delivers documents on Clinton email probe to U.S. Congress
Donald Trump shakes up campaign staff
How Economic Anxieties Explain Donald Trump’s Appeal—And Where They Fall Short

Geopolitics & terrorism
The Specter of an Accidental China-U.S. War
Modi Sends Warning Shot to China, Pakistan on Territory Spat
Russia's air campaign in Syria is about to get much deadlier
How ISIS was really founded

China Factories Turn to Robots as Wages Rise, Culture Shifts
Intel Shows Off ‘Project Alloy’ Virtual-Reality Headset
Census: Number of IT Workers Has Increased Tenfold Since 1970

Biden Points Out His Military Aide Who Holds Nuclear Launch Codes
Eric Trump Says He Helped Make Florida Golf Course Great Again

  Aug 16

The Reluctant Melt-Up - MoneyBeat
Risk seeking investors could rush into stocks in 'final melt-up'
Central Banks: This Market’s Pets.com?
China approves Shenzhen-HK market link
Bond Traders, Your New Government Is Apple
Dollar’s Decline Reverberates as Emerging Markets Rise With Gold
Commodity Prices Boost Miners’ Efforts to Unload Debt
Berkshire buys more Apple, sells Walmart

The real reason Russia wants to talk to Saudi Arabia about oil
Iran Hasn’t Decided on Joining OPEC Meeting
Carl Icahn Calls on EPA to Fix ‘Mother of All Short Squeezes’

Industries & companies
Autos: Musk Sets Lofty Goals at Tesla, Often Falls Short
Financials: AIG Nears Deal to Sell Mortgage-Insurance Unit to Arch Capital
Health Care: Aetna deals latest blow to Obamacare, pulls out of most markets
Industrials: Honeywell Nears $3 Billion Deal to Buy JDA Software
Materials: Commodity Prices Boost Miners’ Efforts to Unload Debt
Retail: Home Depot raises full-year profit forecast

Central banks
Fed Officials Challenge Decades of Accepted Wisdom on Inflation
Williams Calls for Rethink of Fed Orthodoxy in New Economic Era
FRB-SF: Monetary Policy in a Low R-star World
FRB-NY: What Drives Forecaster Disagreement about Monetary Policy?
Weak Japan growth raises pressure on BoJ
How the BOE's Stimulus Measures Up to the ECB's
BoE bond-buying needs fiscal helping hand

Home Builders’ Confidence Rises
Barrack: U.S. Real Estate Market Is Getting ‘Bubblicious’
Americans are starting to get worried about the 'new housing crisis'
Retirees Need $130,000 Just to Cover Health Care, Study Finds
Millennials Are Freaking Over Retirement—and Not Doing Much About It

The Times: Brexit ‘will be delayed until end of 2019’
Bundesbank tells Germans to work till 69

China Data Points to Weakness
World watches as China’s deflation wanes
China’s Factories Count on Robots as Workforce Shrinks

Everyone Has Jobs, But Russia’s In a Mysterious Recession
Egypt's Failing Economy Is Sisi's Fault

US politics
Message to Trump: Fix it in three weeks, or get out
Trump’s Self-Reckoning
Trump’s Taste for Business Hardball May Sour U.S. Foreign Policy
Trump Calls for Ideological Test for Entry Into U.S.
Trump and the Media Play the Blame Game
Lake: 'A Lot of People Are Saying' Trump Is a Democratic Party Plant
Top Trump aide faces $12.7m Ukraine probe
BIDEN: 'No candidate has known less or been less prepared than Donald Trump'
FBI to Hand Over to Congress Notes From Hillary Clinton Email Probe
Clinton’s Conundrum: Keeping Left Happy, Pursuing Opening on Right
Clinton’s Free College-Tuition Plan Short on Specifics
Obama warns Democrats against overconfidence about Clinton victory
We're not 'going to have to wait until October' for an election-changing surprise
Project Syndicate: Understanding America’s Electoral College

Geopolitics & terrorism
Russia bombs Syrian militants from Iran base for first time
Largest ever transfer of Guantanamo inmates
Trump Calls for a New War on Terror

China launches 'hack-proof' communications satellite
China’s Latest Leap Forward Isn’t Just Great—It’s Quantum
Hyperloop Technology to Be Studied as Shipping Tool

Buffett: Despite the threat of nuclear weapons, the luckiest person in history is an American child right now
Deutsche Bank: The only way to fix the economy might be for the stock market to 'collapse'
FP: Here Come the Young

  Aug 15

Stock Valuations Flash Warning Sign
There's a Lot to Like in a Market as Hated as the S&P 500
Bond Funds Turn to Emerging Markets
How far can the carry trade run?
Oil Rises to Three-Week High on OPEC Supply Freeze Speculation
Gold Losing Appeal for Investors Retreating From Rally Bet

Industries & companies
Logistics: Big Ships Pile Up on Scrap Heaps
Retail: Where We Spend Is Upending Traditional Retail Patterns
Retail: The Retail Oasis Unaffected in Amazon’s World
Retail: Can Target Fix Its Grocery Business?
Tech: Google’s Alphabet Shift Still Clicks
Tech: Google’s High-Speed Internet Plans Hit Snags

A tiny bank in Italy could decide the future of Europe

Japan’s Economic Growth Nearly Stalls
Japan's economy stalls in April-June, casts doubts on Abe's policies
The Bank of Japan's Unstoppable Rise to Shareholder No. 1

Why China’s Plan to Build a New Silk Road Runs Through Singapore
India and China reset links at key time
Mexico’s Car-Production Boom Is Driving Up Labor Costs

US politics
Once Skeptical of Executive Power, Obama Has Come to Embrace It
Trump loses his shine in Pennsylvania
Inside the Failing Mission to Tame Trump’s Tongue
Trump rails against press in response to reports of chaos
Donald Trump is 'totally nuts,' says Robert de Niro
Clinton happily yields national spotlight to Trump, avoids its glare
Hillary Clinton's 2015 tax return shows $10.6 million in income, 31% rate
Democrats Brace for More Election Leaks
Pelosi Received ‘Obscene’ Calls After House Cybersecurity Breach
National Guard activated after rioting in Milwaukee over suspect's death

Geopolitics & terrorism
Hezbollah Echoes Trump, Accusing Obama of Creating Islamic State
How Global Elites Forsake Their Countrymen

Tim Cook just admitted Apple is working on a new computing platform
Tiny Satellites: The Latest Innovation Hedge Funds Are Using to Get a Leg Up
Cheating death: Science is getting to grips with ways to slow ageing

U.S. Swimmers Including Ryan Lochte Robbed in Rio de Janeiro
Bolt wins 100m gold

  Aug 13

Bond bull run lifts stocks to new records
Stocks Keep It Slow and Steady
Some Traders Betting Wall Street’s ‘Fear Gauge’ Will Double in a Month
Are Tech and Health Care Ready to Revive?
Emerging Markets Are Hot—Except for China
Preferred Stock: This Crazy Market Warps Another Asset
Stock Pickers’ Very Bad Year, Relief on the Way?
Record $33 Billion Pulled From Active U.S. Stock Funds in July
Hillary Rising
Winners and Losers in a Trump Market

Value of negative-yielding bonds swells
Time looks ripe for ultra-long US bonds
US bond ETFs eye record year
Asset-Backed Short Term Debt Rates Jump To Highest Levels Since 2009

Copper’s Dive Isn’t Over
US set for record corn and soyabean crops
Goldman up against JPMorgan in gold battle
Oil Drillers Bring Back Rigs in Longest Streak Since 2014

Central banks
Fed Officials Challenge Decades of Accepted Wisdom on Inflation

A Longer Recovery Than Most
Autos, E-Commerce Offer Only Bright Spots in July Retail
Stagnant Sales Mean U.S. Retailers May Lack Pricing Power
Consumer Optimism Up Slightly in August
A Number of Companies Are Warning About High Consumer Uncertainty

German GDP Beats Expectations but Remains Subdued
Italian Economy Unexpectedly Stagnates in Threat to Renzi

IMF Warns China of Reliance on Credit, Other Imbalances
Trillions in Murky Investments Could Rock China’s Economy
China Car Sales Accelerate
How China’s Trade Concessions Made It Stronger
Meet China's New Currency Regime; It Looks a Lot Like the Old One

US politics
Trump Again Claims ‘Sarcasm’ After Controversial Remarks
Republican Officials Ask RNC to Stop Funding Trump Campaign
Pence Tries to Smooth Over Doubts About Trump
Fred Trump Taught His Son the Essentials of Showboating Self-Promotion
Clintons Made $10.6 Million in 2015, Paid Tax of $3.6 Million
Progressive Groups Urge Clinton to End Wall Street ‘Revolving Door’
Hacked Democratic Congressional Campaign Documents Released
Return of the Keynesians
Clinton and Trump Bring Back Keynes

Geopolitics & terrorism
Obama Administration Presses Ahead With Pacific Trade Deal
‘No First Use’ Nuclear Policy Proposal Stifled by Opponents
U.S. Considers Sanctions Against Russia in Response to Hacks of Democratic Groups
Putin drops long-time ally from key post

Envisioning Bitcoin’s Technology at the Heart of Global Finance
Bitcoin Traders Made 700% Returns Before Losing Millions in Hack Attack

Ledecky smashes record to claim freestyle treble
In the Hudson River Valley, a Family Legacy in Riverfront Mansions

  Aug 12

Stocks Hit New Highs, and That Could Be Just the Start
Investor Demand for Bond Funds Relative to Stocks Highest on Record
Citi: There Are Three Signs That Investor Sentiment Is Turning Bullish
The Titanic Risks of the Retirement System
August delivers historic bond rally
Legg Mason veteran Bill Miller to leave

U.S. Drillers Need $60 Oil to Stage Real Comeback, IEA Say
Saudis hint at effort to balance crude

Industries & companies
Airlines: Delta Says Small Fire Was Partly to Blame for Computer Failure
Pharma: Valeant Under Criminal Investigation
Retail: Macy’s to Close About 15% of Stores, Cut Jobs
Retail: Kohl’s Beats Expectations, Helps Lift Retail Stocks
Retail: Healthy Consumer Spending Is No Comfort for Retailers
Shipping: Maersk profits plunge on weak trade

Central banks
Fed should raise interest rates this year, Williams says
Why Rate Cuts Have Stopped Working on Currencies
Negative Rates for the People Arrive as German Bank Gives In

The Great Productivity Puzzle
U.S. Import Prices Rise Despite Lower Fuel Costs
Home Equity Loans Come Back to Haunt Borrowers, Banks
'Bad news' for millions of American borrowers
Economists See Election-Induced Uncertainty Harming U.S. Economy
To Switch or Not to Switch? How Workers’ Career Choices Could Help the Economy

German GDP growth beats estimates
Italian Economy Unexpectedly Stagnates in Threat to Renzi
Brexit Hits U.K. Housing as Sales Decline Most Since 2008
European Bank Stress Tests Get More Stressful When You Make Them American

China's economic slowdown deepens
A Look at China's Stimulus Efforts Shows 'Malinvestment Is Still Hard at Work'

Why India's Markets Beat China's

US politics
Inside the debate over probing the Clinton Foundation
Clinton Has a Plan for That
Clinton Lays Out Economic Plan, While Criticizing Trump’s
Hillary Clinton vows to slap tariffs on countries that cheat on trade
Hillary Clinton: I Oppose TPP Now, I’ll Oppose It as President
Clinton pledges bridge building blitz
Is Trump Wrecking Both Parties?
Text analysis of Trump's tweets confirms he writes only the (angrier) Android half
Donald Trump Signals No Pivot, Will Stick With ‘Truth Telling’
Trump Repeatedly Labels Obama as ‘Founder’ of Islamic State
'Donald Trump's chances of being elected president are evaporating by the day'
Donald Trump Laments Sliding Polls While Maintaining His Provocative Approach
How the China Shock Spurred the Rise of Trump
FBI Has High Confidence Russia Is Behind Democratic Hacks
Congress briefed a year ago on Democrat hacking

Geopolitics & terrorism
Germany Outlines New Security Measures After Recent Attacks
Series of blasts hit resort towns in southern Thailand
Russia announces war games after accusing Ukraine of terrorist plot

Pew: A record 60.6 million Americans live in multigenerational households
Why a Record Number of Americans Are Living With Their Parents
FRB-SL: How Are Populations Shifting within Developed Countries?

Half of US jobs could be taken by robots in the next 20 years
Robotics and VR help heal spinal injuries
Bitcoin isn't happening

The Olympics has never seen anyone like Michael Phelps
Super Simone! Biles Soars to Olympic All-Around Title
Fed Up Says Members Unfairly Targeted at Jackson Hole Conference
U.S. DEA denies petition to reclassify marijuana

  Aug 11

Four themes from the US earnings season
Passive investing owes stock pickers a debt
Stock Mutual-Fund Outflows Accelerate

Britain’s QE sends bond yields tumbling
Fiscal Spending Talk Isn’t Moving Bonds
Bond Markets: Ever More Bizarre
Negative Yields Have Turned Bond Trading Into a Commodity Market

Saudi-Iran Oil Rivalry Heats Up as OPEC Seeks to Stabilize Price
OPEC Says Weak Oil Demand Is Here to Stay
Saudi Oil Output Sets Record Amid Global Glut
IEA Sees Oil Glut Easing on Record Refinery Demand