What I Am Reading
Sunday, January 3, 2021
Markets
- S&P 500 ends 2021 with a nearly 27% gain, but dips in final trading dayCNBC
- Stocks Face Rockier Path in 2022 as Fed Rate Increases LoomWall Street Journal
- Stocks could ride the 2021 tailwind into the new year, but the jobs report and Fed will be in focusCNBC
- A Top Emerging Markets Fund Puts the Spotlight on Indian StocksBarron's
- OPEC+ report sees short-lived, mild impact from Omicron variantReuters
Central banks
- Fed Rate-Setting Panel Gets New Members in 2022 Amid Rate-Rise ExpectationsWall Street Journal
US I
- Omicron Takes a Toll on Businesses, From Airports to Bars and SupermarketsWall Street Journal
- Amid another Covid surge, schools and businesses find plans disruptedCNBC
- Democrats Seek Filibuster Changes to Pass Elections BillsWall Street Journal
- The Republicans are still Donald Trump’s party, and they can still winEconomist
- Retired generals warn U.S. military deeply divided and future coup attempt possibleThe Globe and Mail
- Infrastructure Investments Need to Focus on Resilience to Generate Maximum ImpactBarron's
US II
China
- China Evergrande Revises Payment Plan for Wealth-Management ProductsWall Street Journal
Geopolitics & trade
Industries & companies
- Airlines:Rocky start to 2022 air travel as bad weather, omicron drive thousands of cancellationsCNBC
- Airlines:Omicron-related disruptions cause over 4,000 flight cancellations to kick off 2022Reuters
- Autos:The 18 Best EVs Coming in 2022WIRED
- Autos:Tesla TSLA Q4 2021 vehicle delivery and production numbersCNBC
- Manufacturing:Can Paper Replace Plastic? A Packaging Giant Is Betting It CanWall Street Journal
- Media:AT&T, Verizon Refuse FAA Request to Delay 5G LaunchWall Street Journal
- Tech:Chip Stocks Are Booming. Where to Find Bargains Now.Barron's
Virus I
- U.S., Europe Weigh Isolation Requirements as Omicron Disrupts Daily LifeWall Street Journal
- U.S. is considering recommending that individuals exposed to Covid end isolation if they've tested negative for the virus after five days, Dr. Fauci saysCNBC
- Omicron causes a less severe illness than earlier variantsEconomist
- Kulldorff & Bhattacharya Respond: The Collins and Fauci Attack on Traditional Public Healththeepochtimes.com
Virus II
- A cluster of covid-19 cases in China prompts a citywide lockdownEconomist
- Israel to offer fourth COVID vaccine shot to over 60s, medical staffReuters
- Why travel bans are usually the wrong way to curb OmicronEconomist
- Why Cloth Masks Might Not Be Enough as Omicron SpreadsWall Street Journal
- COVID outbreak ends cruise for thousands on German ship in LisbonReuters