What I Am Reading
Monday, February 6, 2023
Markets
- The Stock Market Is in the Mood to Rally, Even if It Defies LogicBarron's
- Rallying markets suffer from a doveish illusionEconomist
- Bonds Take Flight. But Investors Should Brace for Bumps Ahead.Barron's
- Optimism on Chinese stocks soars to five-year highsCNBC
- Is there a fix for Japan’s markets mess?Economist
- Get Ready for a New Investment SupercycleBarron's
Commodities
Central banks
US
- Job Numbers Keep Climbing, Sinking Chances of Rate CutsBarron's
- Unemployment Falls to 3.4%, Lowest in 53 Years, Jobs Report ShowsWall Street Journal
- Restaurant, Healthcare Jobs Led January Hiring SurgeWall Street Journal
- States Are Flush With Cash, Which Could Soften a Possible RecessionWall Street Journal
- The Government’s Infrastructure Binge Is Coming. Finding Stocks to Play It Is Tricky.Barron's
- America’s government is spending lavishly to revive manufacturingEconomist
- Joe Biden’s effort to remake the economy is ambitious, risky—and selfishEconomist
Europe
China
Geopolitics & trade
Industries & companies
- Energy:Buy Linde Stock. The Industrial-Gas Giant Is Going All-In on Hydrogen.Barron's
- Financials:Banks Borrow Unsecured Cash at Record Clip While Deposits FleeWall Street Journal
- Pharma:Pfizer Is Moving Beyond Covid. Why Its Stock Is a Buy.Barron's
- REITs:A Housing Downturn Could Help These Rental-Focused REITsBarron's
- Retail:Buy Ulta Beauty Stock. It’s a Winner in Good Times and Bad.Barron's