What I Am Reading
Monday, November 15, 2021
Markets
Climate
- Moody’s CEO: The Climate Transition Is a $45 Trillion OpportunityBarron's
- Analysis: COP26 message to business: clean up to cash inReuters
- China, India will have to explain themselves on coal: COP26 presidentCNBC
- Britain drafts COP26 plan to make sure promised climate cash arrivesReuters
- COP26: Global media reacts to climate change dealCNBC
Central banks
Global shortages
- Supermarkets Alter Layouts, Use Decoys to Fill Gaps Left by ShortagesWall Street Journal
- Chip Shortage Has Manufacturers Turning to Lower-Tech ModelsWall Street Journal
- Japan Plans to Boost Support to Ease Chip Shortage, Yomiuri SaysBloomberg
- ‘Too Few Goods’—the Simple Explanation for October’s Elevated Inflation Rates
US I
- A three-decade high in inflation sows concerns about America’s recoveryEconomist
- High Inflation Pushes Biden to Focus Message on Rising PricesWall Street Journal
- Biden advisers say pandemic, not policies, fueling inflationReuters
- Yellen Says Quashing Covid-19 Is Key to Lowering InflationBloomberg
- As American Workers Leave Jobs in Record Numbers, a Closer Look at Who Is QuittingWall Street Journal
US II
Europe
Emerging
- What’s Driving Xi Jinping’s Economic Revamp? China’s Social Mobility Has StalledWall Street Journal
- Evergrande is not the only looming danger in China’s financial systemEconomist
- China attempts to clean up its sleaziest regional banksEconomist
- China’s Coal Addiction Runs Deeper Than EconomicsWall Street Journal
- Inflation Is Killing the Dollar Carry Trade in Emerging MarketsBloomberg
- Russia’s new era of repressionEconomist
Japan
Industries & companies
- Aerospace:Airbus receives order for 255 jets in first major deal since Covid outbreakCNBC
- Media:Disney’s ‘Eternals’ tops domestic box office for second weekendCNBC
- Pharma:Pfizer Shows Its R&D Is Strong. That Makes Its Stock a Good Long-Term Bet.Barron's
- Retail:Macy’s, Abercrombie, Simon Property, and Other Stocks for the Shopping Mall RevivalBarron's
- Shipping:Ports Are Congested. Shipping Companies Maersk and Hapag-Lloyd Are Thriving.Barron's
- Tech:Apple sticking taxpayers with part of the bill for digital ID rolloutCNBC
Crypto
Virus
- This Thanksgiving, the Masks Are Off, the Dinner’s Inside and the Relatives Are BackWall Street Journal
- Covid-19 Cases Rise in Pockets of North and West, Halting Delta Variant’s Decline in U.S.Wall Street Journal
- Eastern European countries are being hit by a wave of covid deathsEconomist
- We're preparing for a fourth wave of Covid from Europe: Emirates presidentCNBC
- China will stick to a zero-covid policy, for nowEconomist