General Electric

Frontrunning: November 14

  • Top central bankers vow to talk investors out of easy money (Reuters)
  • Sessions Considers Probe to Evaluate Clinton-Russia Ties (WSJ)
  • Trump Jr. Exchanged Messages With WikiLeaks (WSJ)
  • German growth surprise lifts Europe as China subdues Asia (Reuters)
  • Kremlin tells companies to deliver good news (Reuters)

Frontrunning: November 13

  • Trump, Duterte Strike Up a Friendship, Sidestep Thorny Issues (WSJ)
  • Strong earthquake hits Iraq and Iran, at least 332 killed (Reuters)
  • GE’s New CEO to Focus on Power, Aviation, Health (BBG)
  • GE Slashes Dividend Amid Restructuring (WSJ)
  • Uber board strikes agreement to pave way for SoftBank investment (Reuters)
  • World's Top Tech Giants Amass $1.7 Trillion in Monster Year (BBG)

Frontrunning: October 30

  • Paul Manafort, Who Once Ran Trump Campaign, Told to Surrender (NYT)
  • Russia Probe Puts Focus on Washington Research Firm (WSJ)
  • Trump tax overhaul under intensifying fire as Congress readies bill (Reuters)
  • House Tax Writer Gives Ground on a State and Local Tax Break (BBG)
  • Work resumes normally in Catalonia as Spain enforces direct rule (Reuters)
  • Russia Wields Oil Diplomacy, Pushing In on U.S. Interests (NYT)

An Army Of Lobbyists Is Coming To Kill Tax Reform

“I mean, over the next two weeks, especially when the Senate tax-writing committee puts their stuff out, they’re going to realize that this the biggest tax code rewrite since 1986 and it’s going to affect everyone..."

Frontrunning: October 27

  • U.S. Economy Expected to Show Momentum, Despite Storms (WSJ)
  • As Trump tax comes to floor, failure could spell stocks selloff (Reuters)
  • Washington’s Biggest Mystery: What’s in the Republican Tax Plan? (BBG)
  • Spain set to impose direct rule in Catalonia as crisis spirals (Reuters)
  • Catalans Send Emissary to Madrid to Plead for a Deal (BBG)

What Selloff: Futures Rebound, Nikkei Extends Record Winning Streak

European shares are modestly lower as investors monitor fluid events in Spain and as focus turns to Thursday’s ECB meeting; US equity futures have rebounded from yesterday's sharp but shallow selloff and are in the green amid rising odds of U.S. tax reform and the imminent unveiling of the next Fed chair while Asian shares rise and Japan extends its winning streak to a record 16 days.