What I Am Reading
Monday, October 4, 2021
Markets
Energy & climate I
Energy & climate II
- Record-Breaking Energy Prices Could Soar Even Higher In EuropeOilPrice.com
- Europe’s Energy Crisis Worsens As Wind Stops BlowingOilPrice.com
- Europe’s Power Crisis Is Moving North as Water Shortage WorsensBloomberg
- Europe is under attack from Putin’s energy weaponAtlantic Council
- Are Carbon Taxes To Blame For Europe’s Energy Crisis?OilPrice.com
- EU Lawmakers Want Gazprom Investigated For Alleged Gas Market ManipulationOilPrice.com
Central banks
Global
US I
- Democrats Weigh Cutting Programs or Reducing Scope to Trim $3.5 Trillion BillWall Street Journal
- House infrastructure vote: Democrats try to reach budget spending dealCNBC
- Democrats’ Tax Plans Worry High-Income Business OwnersWall Street Journal
- House infrastructure vote: Democrats try to reach budget spending dealCNBC
US II
- Factories struggling as supply constraints hit, costs riseReuters
- Falling Unemployment Could Add to Worries About the U.S. Labor MarketWall Street Journal
- Mortgage Payments Haven’t Been This Unaffordable Since 2008Wall Street Journal
- What if Inflation Is Here to Stay?Wall Street Journal
Europe
Japan
Geopolitics & trade
- Record Chinese Aircraft Sorties Near Taiwan Prompt U.S. WarningWall Street Journal
- China air force sends 77 warplanes into Taiwan defense zone over two days, Taipei saysCNN
- China is not complying with phase 1 deal, Biden trade official will say: SourcesCNBC
- U.S. Poised to Unveil China Trade PolicyWall Street Journal
- No One Outside Of China Allowed To Attend 2022 Winter Games In BeijingThe Daily Wire
Industries & companies
- Airlines:Airlines May Have Survived the Pandemic. That Doesn’t Mean They’ve Become a Good Long-Term Bet.Barron's
- Autos:Tesla TSLA Q3 2021 vehicle delivery numbersCNBC
- Energy:Natural Gas Prices Are Surging. Here Are the Stocks to Tap the Rally.Barron's
- Energy:Exxon Sees Green Gold in Algae-Based Fuels. Skeptics See Greenwashing.Wall Street Journal
- Financials:Google’s pivot away from bank accounts shows why finance is a tough industry for tech giantsCNBC
- Restaurants:Restaurant owners nationwide push to make street-side dining permanentCNBC
Corporate finance
- Volvo Cars Is Finalizing Plans for IPO in StockholmWall Street Journal