What I Am Reading
Monday, January 4, 2021
Markets I
Markets II
- New Year Sends Treasury Yields HigherWall Street Journal
- OPEC+ report sees short-lived, mild impact from Omicron variantReuters
- Don't reinstate the ban on US crude oil exportsWashington Examiner
- Chinese Companies Listed at Home Surge While Crackdowns Clobber Those AbroadWall Street Journal
Central banks
Global
US
- Democrats Blast Corporate Profits as Inflation SurgesNew York Times
- Monthly Child-Tax-Credit Payments Cease, Ending Cushion for Family BudgetsWall Street Journal
- Families who got the child tax credit need to look out for this letterCNBC
- Biden Launches Plan to Fight Meatpacker Giants on InflationBloomberg
- A Nation on Hold Wants to Speak With a ManagerNew York Times
China
Industries & companies
- Airlines:Airline stocks surge as investors shrug off thousands more flight cancellationsCNBC
- Autos:GM, Volkswagen Build Up Their Battery Supply Chains Amid Electric-Vehicle PushWall Street Journal
- Restaurants:Opinion | How Much More Can the Restaurant Industry Take?New York Times
- Tech:Tesla stock closes up 13% after reporting record vehicle deliveries for 2021CNBC
- Tech:GAF Energy taking on Tesla, to make solar shingles cheaperCNBC
- Tech:Apple AirPods business grew like gangbusters over the holidaysCNBC
Geopolitics & trade
Virus I
- Covid-19 Cases Soar to New Records in U.S.Wall Street Journal
- Covid Cases Are at Record Highs, But U.S. May Still Be UndercountingBloomberg
- Omicron Cases Are Hitting Highs, But New Data Puts End in SightBloomberg
- FDA expands Pfizer booster eligibility to kids ages 12 to 15, authorizes third shots at 5 monthsCNBC
- Coronavirus TrackerWall Street Journal
Virus II
- Happy New Year: Chaos, Omicron Kill Hopes of Return to Normal in 2022Bloomberg
- U.S. schools delay openings as Omicron rages; New York City hits 33% positivity rateReuters
- New York City Covid Infections May Be at Peak, Nate Silver SaysBloomberg
- Starbucks readies its workforce for Biden's vaccine-or-test mandateCNBC