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What I Am Reading

Monday, March 13, 2023

Markets

William Blair’s Carlette McMullan Is Sticking With Growth StocksBarron's

Central banks

Goldman analysts no longer expect Fed rate hike in March after SVB failureReuters

SVB & banks

Companies Whose Deposits in Silicon Valley Bank Were Just FreedWall Street Journal
How Silicon Valley Turned on Silicon Valley BankWall Street Journal
Banks Trade Relief Now for Regulation LaterWall Street Journal
After SVB failure, US acts to shore up banking system confidenceReuters
Why the SVB-Triggered Selloff Is a Buying Opportunity in Big Bank StocksBarron's
Biden to defend U.S. banking system after SVB, Signature collapseReuters

Global & commodities

Global Economy Gets Tailwind From Falling Energy PricesWall Street Journal
Platinum Is the New Precious Metal Darling. Why Palladium Lost Its Shine.Barron's

US

What if Joe Biden decided against running for re-election?Economist

China

Many of China’s top politicians were educated in the WestEconomist

Europe

Geopolitics & trade

China’s Xi to Speak to Zelensky, Meet Next Week With PutinWall Street Journal
Exclusive: UK approves increased submarine-related exports to Taiwan, risking angering ChinaReuters

Industries & companies

Tech:With Salesforce Stock Under Pressure, Marc Benioff Fights BackBarron's

Corporate finance

Pfizer Agrees to Buy Seagen for $43 BillionWall Street Journal

Beyond markets

Jubilation as 'pride of Malaysia' Yeoh wins first OscarReuters