What I Am Reading
Monday, October 3, 2022
Markets
- Markets are reeling from higher rates. The world economy is nextEconomist
- After Punishing Year for Stocks, Investors Aren’t Betting on Post-Midterm RallyWall Street Journal
- Bond Yields Are Finally Looking Attractive. What to Buy Now.Barron's
- How to Build a Bond Ladder for IncomeBarron's
- Column: Dollar shock threatens global economyReuters
- Liability Driven Investment (LDI*) – quick explainerWord Press
Energy
Central banks
- Central Banks’ Higher Rates, Bond Sales Clash With Government NeedsWall Street Journal
- ‘The Fed is breaking things’ – Here’s what has Wall Street on edge as risks rise around the worldCNBC
- Opinion | Is the Fed Braking Too Hard?New York Times
- Column: BoE in murky water with qualified 'whatever it takes'Reuters
Global
US
Europe
China
Geopolitics & trade
- Autos:Lithium Demand From EVs Is Strong. Shortages Will Keep Prices High.Barron's
- Autos:Lithium-Ion Battery Inventor Introduces New Technology for Fast-Charging, Noncombustible BatteriesUT News
- Autos:Toyota CEO Akio Toyoda talks EV skepticism, 'happy dance,' his legacyCNBC
- Retail:Walmart bets inflation will push customers to join subscription serviceCNBC