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What I Am Reading

Wednesday, February 1, 2023

Markets

Investors Shrug Off Weak Earnings Reports as Stocks Rebound to Start YearWall Street Journal
Iron ore prices could rally as one leading producer remains reluctant to share, analyst saysCNBC
Gold demand surged to an 11-year high in 2022 on ‘colossal’ central bank buyingCNBC

Central banks

Central banks have been fighting a war on inflation. They’re not done yetCNN
Cooler Pay Gains Add to Debate on When Fed Might Pause Rate HikesWall Street Journal

US

Wall Street Is Losing Out to Amateur Buyers in the Housing SlumpBloomberg
Home Prices Fell in November for Fifth Straight MonthWall Street Journal
Mortgage demand took a big step back last week, even after interest rates fell furtherCNBC
Private payroll growth slowed to 106,000 in January as weather hit hiring, ADP saysCNBC
Nikki Haley Plans to Enter Race for 2024 Republican Presidential NominationWall Street Journal
Donald Trump’s 2024 Campaign Fundraising Starts SlowlyWall Street Journal

Europe

Eurozone Inflation Eases for Third Month as ECB Rate Rises BiteWall Street Journal
EU Sets Out Options to Compete With U.S. Green SubsidiesWall Street Journal

Geopolitics & trade

In the rush to end globalization, we’re missing critical pointsThe Hill

Industries & companies

Energy:BP’s CEO Plays Down Renewables Push as Returns LagWall Street Journal

Technology

Climate

Beyond markets

Adani vs. Hindenburg: How Asia’s richest man lost his crown in just a few daysCNBC