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What I Am Reading

Monday, June 20, 2022

Markets

Stock Market Has a Very Bad Week. Why It Gets Worse Before It Gets Better.Barron's
History says the next bull market is just months awayMarketWatch
Do Bear Markets Lead to Recessions?Morningstar

Energy

Germany announces steps to boost gas storage as Russia cuts supplyReuters
Gasoline Tax Holiday ‘Worth Considering,’ Yellen SaysWall Street Journal
The Hidden Driver of High Gas PricesThe American Prospect
California Can’t Kick Its Fossil Fuel AddictionOilPrice.com

Central banks

The Lords of Money Pose Massive Threats to MarketsWall Street Journal
The Fed and the ECB turn on a dimeEconomist
The Bank of Japan will not be bulliedBOJ
Inflation will not fall to 2% target for two years, Fed's Mester saysReuters
The Fed’s Inflation Mistakes Have Damaged Its CredibilityBarron's

Emerging markets

Rising Inflation and Interest Rates Heap Pressure on Emerging MarketsWall Street Journal

US

Democrats Expect Joe Biden to Run in 2024. They’re Less Sure If He Should.Wall Street Journal
Recession Probability Soars as Inflation WorsensWall Street Journal
Hot Housing Market Keeps Home Foreclosures at BayWall Street Journal

Europe

Macron loses absolute majority in parliament, initial projections showReuters

Geopolitics & trade

Industries & companies

Consumer Discretionary:Amazon’s workforce turnover is so high that it could run out of people to hire by 2024Vox
Pharma:The Days of Big Pharma Are Over. Big Biotech Is on Its Way.Barron's

Crypto

The ‘Crypto Winter’ Could Become a ‘Crypto Hell.’ What to Know.Barron's

Climate

The property industry has a huge carbon footprint. Here’s how to reduce itEconomist
Mining Firms’ Cautious Spending Threatens Shift to Green EnergyWall Street Journal