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What I Am Reading

Friday, February 3, 2023

Markets

Stock, Bond and Crypto Investors Bet Fed Is Bluffing on Interest RatesWall Street Journal
S&P 500, Index Funds Outperformed by Stockpickers in 2022Bloomberg
Column: U.S. diesel stocks start the year critically lowReuters
Column: Asia's crude oil imports hit record high, but it's not ChinaReuters
Nasdaq Surges, Powered by Tech GainsWall Street Journal

Central banks

ECB Raises Interest Rate by Half Percentage PointWall Street Journal
Explainer: The Fed says disinflation is welcome. What is that, exactly?Reuters
Fed Raises Rates and Says It Isn’t Done Yet. We Think It Is.Morningstar
Beneath the Surface, Fed Sees No Letup in Inflation PressureWall Street Journal

US

January jobs seen slowing slightly, but impact of big layoffs unclearCNBC
U.S. Jobless Claims Edged Down Last WeekWall Street Journal
Egg Shortages Are Driving Demand for Raise-at-Home ChickensNew York Times
How to Play ‘Debt-Ceiling Chicken’Wall Street Journal

Geopolitics & trade

Chinese Spy Balloon Tracked Over U.S. This WeekWall Street Journal
With rare China trip, Blinken aims to steady rocky relationshipReuters
EU-Ukraine wartime summit to deliver on some issues, disappoint on othersReuters

Industries & companies

Materials:Nebraskans Are Sitting on Strategic Metals. Is Mining a Patriotic Duty?New York Times
Tech:Apple Sales Shrink as Pandemic Rally Ends for iPhone Maker, Other Tech GiantsWall Street Journal
Tech:Amazon's advertising business grew 19%, unlike Google, MetaCNBC

Technology

Google CEO talks up AI on earnings call as ChatGPT competition mountsCNBC

Crypto

The Unusual Crew Behind Tether, Crypto’s Pre-Eminent StablecoinWall Street Journal