What I Am Reading
Sunday, August 7, 2022
Markets
Central banks
- Fed Governor Bowman sees 'similarly sized' rate hikes ahead after three-quarter point movesCNBC
- The Fed Is About to Ramp Up Balance-Sheet Shrinkage. It May Get Dicey.Barron's
- Why We Expect the Fed to Cut Interest Rates in 2023Morningstar
- Rate Hikes Are Not the Right Answer to “Wage-Price Persistence” by James K. GalbraithPS
- What the 1980s Can Teach Us About Interest Rates and InflationNew York Times
Global
- Weak Growth, Tight Job Markets Are a Global PhenomenonWall Street Journal
- The silver linings of a recessionEconomist
- Food Price Inflation Imposing Heavy Burden on Poorer CountriesWall Street Journal
US
Europe
China
Geopolitics & trade
Industries & companies
- Industrials:Buy GE Stock as a Breakup LoomsBarron's
- Media:Advertising Slowdown Spreads Beyond Tech Giants to Hit TV Networks, PublishersWall Street Journal
- Media:Netflix may be missing an opportunity in horror moviesCNBC
- Pharma:Republicans block cap on insulin costs for many Americans from Democratic dealCNBC
- Real Estate:Blackstone’s Giant Real Estate Fund Faces a TestBarron's
- Restaurants:Consumers are cutting back on restaurant spending, but CEOs say not all chains are affectedCNBC
- Tech:Direct-to-Consumer Sales Are Fueling Supply-Chain Tech GrowthWall Street Journal
- Tech:The era of big-tech exceptionalism may be overEconomist
Corporate finance
- CVS Plans to Bid for Signify HealthWall Street Journal