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What I Am Reading

Tuesday, December 28, 2021

Markets

S&P 500 set to end at record high on retail sales cheerReuters
Tech Shares Finish Higher in Broad Stock RallyWall Street Journal
Water As an Asset Class Is Here by Willem H. BuiterProject Syndicate
Bubblicious used car prices rising faster than bitcoin, Jim Bianco warnsCNBC

Global

Omicron Variant Is Expected to Dent Global Economy in Early 2022Wall Street Journal

US

China

China Evergrande Says Construction Has Resumed at Vast Majority of Its ProjectsWall Street Journal

Japan

Japan's Nov factory output soars on jump in car productionReuters

Emerging

Geopolitics & trade

Germany’s Vast Foreign Surpluses Are Finally Falling, Fulfilling an Old U.S. DemandWall Street Journal

Industries & companies

Airlines:American Airlines, Saddled With Debt and Growing Pains, Turns to New CEOWall Street Journal
Retail:Walmart Sparks Public Outcry in China Over Products From XinjiangWall Street Journal
Tech:Thanks to the Chip Shortage, Texas Instruments Is Worth $170 BillionWall Street Journal
Tech:Apple closes stores to customers in New York City due to Covid surgeCNBC

Corporate finance

The $900 Billion Cash Pile Inflating Startup ValuationsWall Street Journal

Virus