What I Am Reading
Monday, October 31, 2022
Markets
- Good News: Bad S&P 500 Earnings Are Playing Into the Fed’s HandBloomberg
- Rising Markets Seem to See the Fed Easing. It’s Too Early for That.Barron's
- Small-Cap Stocks Have Rarely Been So Depressed. 7 to Buy Now.Barron's
- Municipal Bonds Are Offering the Yields You’re Looking For. Here’s Where to Look.Barron's
- The Year That Changed How Wealth GrowsBarron's
- U.S. Pensions Take a Fresh Look at ChinaWall Street Journal
Energy
Central banks
- Column: Fed may be alert to favoured yield curve alarmReuters
- Goldman Sachs Now Sees Fed Rates Peaking at 5% in MarchBloomberg
- Fed and BOE Prepare 75 Basis-Point Salvos on Inflation: Eco WeekBloomberg
- Job Markets Are Defying Central Bankers’ Efforts to Cool DemandBloomberg
- Cash-Rich Consumers Could Mean Higher Interest Rates for LongerWall Street Journal
US
- Joe Biden attempts the biggest overhaul of America’s economy in decadesEconomist
- 3 Potential Outcomes for the Midterms—and What Each Scenario Would MeanBarron's
- Inflation, Economy Are Top of Mind for US Voters in Midterm PollBloomberg
- The Midterm Elections Are Almost Here. 5 Key Areas to Watch.Barron's
- How much is long COVID reducing labor force participation? Not much (so far) (brookings.edu)
- Senate Republicans want the SEC to explain why staff are quittingReuters
Europe
China
- China Nods to Even Tighter Ties With Russia in Xi Jinping’s Third TermWall Street Journal
Geopolitics & trade
- U.N., Turkey Race to Save Ukraine Grain DealWall Street Journal
- EU urges Russia to revoke Ukraine Black Sea grain deal suspensionCNBC
- Factbox: What is known about the drone attack on Crimea?Reuters
- Russia says it recovers drones used in Black Sea fleet attack in CrimeaReuters
- Russia's Lavrov needles Biden over Cuban missile crisis and UkraineReuters
Industries & companies
- Autos:Where Are the Air Bags? Russia’s Hobbled Auto Industry Struggles to RebootWall Street Journal
- Materials:Steel Companies’ Profits Hurt by Falling PricesWall Street Journal
- Retail:JPMorgan, Macy’s and Other Companies Reveal What They Pay Workers as Deadline LoomsWall Street Journal
- Tech:Digital Dollars Could Be a Boon for Amazon, Alphabet, and Other Tech CompaniesBarron's
- Tech:Rate Squeeze Punishes Once-Triumphant Tech StocksWall Street Journal