What I Am Reading
Tuesday, August 24, 2021
Markets
- U.S. Stocks Boosted by FDA’s Covid-19 Vaccine ApprovalWall Street Journal
- Infrastructure, budget reconciliation bills: Wall Street urges investors to prepareCNBC
- Junk Munis Head for First Drop in Six Months on Slowing DemandBloomberg
- China’s Biggest Fears Are Giving Dollar All the Support It NeedsBloomberg
Central banks
- Fed's Jackson Hole shift shows Delta variant's ability to skew plansReuters
- Jerome Powell's Jackson Hole Gamble Runs the Risk of BackfiringBloomberg
- Fed Chairman Powell Navigates the Inflation DebateWall Street Journal
- Brace yourself — inflation's coming back stronger than everThe Hill
- Biden and the Fed Wanted a Hot Economy. There’s Risk of Getting Burned.New York Times
- Fed’s Ability to Set a Floor on Rates Weakening Amid Cash DelugeBloomberg
Global
US I
US II
Geopolitics & trade
Industries & companies
- Consumer discretionary:Amazon helped crush department stores. Now it reportedly wants to be oneCNN
- Communication services:Google updates site that explains how search worksCNBC
- Retail:Target to Add More Disney Shops to StoresWall Street Journal
- Tech:Intel Lands Pentagon Deal to Support Domestic Chip MakingWall Street Journal
- Tech:Microsoft stock hits new record after Office price hike announcementCNBC
- Tech:The World’s Hottest Smartphone Brand Is Chinese—and It Isn’t HuaweiWall Street Journal
Virus
- Covid: Dr. Scott Gottlieb says delta Covid surge in South has peakedCNBC
- Pfizer Vaccine Approved by FDA; Biden Says Companies Should Mandate Covid ShotsBloomberg
- New York City Mandates Covid-19 Vaccines for All Teachers, StaffWall Street Journal
- Chevron Begins Vaccination Mandates as Covid-19 Roils Oil FieldsWall Street Journal
- Many School Districts Keep Covid-19 Closure Thresholds FlexibleWall Street Journal
- Workers Can't Wait to Return, but Delta Variant Upends PlansNew York Times
Corporate finance
- Boeing Plans Investment in Virgin Orbit’s $3.2 Billion SPAC ListingWall Street Journal