What I Am Reading
Monday, August 16, 2021
Markets
- Wall St Week Ahead Investors give value stocks a second look as bond yields rallyReuters
- Something Is Awry in the Treasury Market This SummerWall Street Journal
- Analysis: Taliban gains give investors cause for concern beyond AfghanistanReuters
- China’s Corporate Crackdown Adds to Junk-Bond DistressWall Street Journal
Global
US I
US II
- America’s inflation scare becomes less menacingEconomist
- The new inflation: Don't expect food or gas prices to fall any time soonTheHill
- What the July 2021 CPI and PPI reports tells us about the housing marketCNBC
- Is Inflation a Bad Problem? The $3.5 Trillion Budget Will Make It One.Barron's
- Pudzer: The Biden Inflation Tax, Made Clear in One ChartRealClearPolitics
- Krugman: Don’t Let Inflation Anxiety Undermine Our FutureNew York Times
Geopolitics & trade
Industries & companies
- Aerospace:Boeing Stock Can Gain 35%. How It Can Win the Future by Fixing Its Problems Now.Barron's
- Autos:Carvana’s Success Rides on Used-Car LoansWall Street Journal
- Financials:A Fed Policy Shift Could Be Near. Buying Bank Stocks Looks Like a Good Strategy.Barron's
- Media:'Free Guy' tops $28 million at box office, Disney eyes sequelCNBC
- Tech:Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.Wall Street Journal
Corporate finance
- Tesla Battery Supplier CATL Plans $9 Billion Share Sale to Boost CapacityWall Street Journal
Virus
- What Is the True Vaccine Breakthrough Rate? The CDC Doesn't Want You to KnowFEE
- Florida Nursing Homes Limit Visitors as Covid-19 Cases FlareWall Street Journal
- The number of kids hospitalized with Covid in the U.S. hits a record highCNBC
- Vaccine mandates are spreadingEconomist
- New York City vaccine mandate presents new challenges for restaurantsCNBC
- CDC Covid boosters: Agency gives final OK to administer Covid vaccine booster shots to vulnerable AmericansCNBC