What I Am Reading
Monday, May 2, 2022
Markets
Central banks
- Fed Prepares Double-Barreled Tightening With Bond RunoffWall Street Journal
Climate & sustainability
Global
US
- U.S. consumers shrug off high inflation, lean on savings to boost spendingReuters
- Inflation forces consumers to ask: Can I live without it?CNBC
- Americans Are Showing Inflation Fatigue, and Some Companies See a Breaking PointWall Street Journal
- Republican Hutchinson, at odds with Trump, eyes 2024 U.S. presidential runReuters
- Biden roasts Trump, GOP, himself at correspondents' dinnerCNBC
- The Great Resignation Is Just a Symptom of a Bigger RealignmentBarron's
Europe
China
Geopolitics & trade
- Russia Recasts Fight in Ukraine as War With the WestWall Street Journal
- Putin Preparing Russians for War With NATONewsweek
- Nancy Pelosi leads surprise delegation to Kyiv and Poland, and vows U.S. supportCNBC
- World War III is far more likely than anyone is prepared to admit
- How rotten is Russia’s army?Economist
- Europe should levy a high tariff on Russian energyEconomist
- How the war in Ukraine is changing Europe’s demographyEconomist
- Ukraine War Puts Spy Satellites for Hire in the SpotlightWall Street Journal
- Putin 'will have cancer operation in the near future' and 'hand over power to hardline ex KGB chief'Daily Mail
Corporate finance
Industries & companies
- Cruise lines:The Cruise Crowd Is Back, Even if Investors Aren’t. Here’s Why It May Be Time to Take a Plunge.Barron's
- Pharma:Alzheimer’s Drugs Face a Crucial Test. It’s Unclear Whether Medicare Will Pay for Them.Barron's
- Retail:Retailers' Stocks Are Priced for a Recession. The Market May Be Too Negative.Barron's
Virus
Technology
- Amazon’s Astro Robot Is Crazy, Creepy and FunWall Street Journal