What I Am Reading
Monday, November 1, 2021
Markets
Global supply-chains
- Biden calls on G-20 to help address global supply-chain issuesCNBC
- EU, U.S. say they took steps to re-establish trade flows in steel and aluminiumReuters
- Supermarkets Play Supply-Chain ‘Whack-a-Mole’ to Keep Products on ShelvesWall Street Journal
- S.Korea factory activity growth hits 13-month-low on supply crunchReuters
Climate & energy
- Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common GroundWall Street Journal
- Why the COP26 climate summit will be both crucial and disappointingEconomist
- SEC Climate-Risk Disclosure Rule a Power GrabNational Review
- Steep Cuts to Carbon Emissions Gain Stronger Economic BackingWall Street Journal
US I
- Housing Boom: Why Millennials Will Drive Home Prices Up for Years to ComeBarron's
- Wages and Prices Are Up, but It Isn’t a Spiral—YetWall Street Journal
- Covid-19 Pushed Many Americans to Retire. The Economy Needs Them Back.Wall Street Journal
- Nearly 1 in 3 adults get financial help from their parents post-CovidCNBC
US II
- Deflating Your Inflation FearsWall Street Journal
- Inflation Will Linger No Matter What Happens With TaxesBarron's
- How does Biden’s latest plan to tax the superrich work? ‘It’s more straightforward.’MarketWatch
- How Elon Musk Could Pay for a Tax on Unrealized Capital GainsBarron's
- Op-ed: Joe Biden, Democrats need to understand, if inflation feels real, it is realCNBC
China
- China’s Manufacturing Activity Contracts for Second Straight MonthWall Street Journal
Japan
- Japan's Oct factory activity growth picks up - PMIReuters
- Japan’s Ruling Party Keeps Majority in ElectionWall Street Journal
Industries & companies
- Airlines:American Airlines cancels more than 1,400 weekend flights, citing weather and staffing issuesCNBC
- Autos:Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap.Barron's
- Communication services:Why Did Facebook Become Meta?New York Times
- Communication services:Mark Zuckerberg’s Meta Pivot Is Personal as Well as StrategicWall Street Journal
- Communication services:Facebook's Meta mission was laid out in a 2018 paper on The MetaverseCNBC
- Retail:Future of Ralph Lauren, and retail, may be coloring clothes in storeCNBC
Corporate finance
Virus
Beyond markets
- Does Working From Home Have to Mean a Lower Salary?Wall Street Journal