What I Am Reading
Monday, March 27, 2023
Markets
- The Floor Could Still Fall Out of This Stock MarketBarron's
- The U.S. Might Be Losing Its Crown as the Go-To Spot for Global InvestmentBarron's
- Preferred Stocks Offer a Better Way to Bet on BanksBarron's
- A Cash-Bond Mix May Let You Sleep More SoundlyBarron's
- How Options-Hedging Turbocharged Oil VolatilityWall Street Journal
Global & supply chains
- Banking Strains, Inflation Threaten Global Economic ReboundWall Street Journal
- What Barbie tells you about near-shoringEconomist
Central banks
Banks
- IMF: Risks to financial stability have increased, calls for vigilanceCNBC
- Where Financial Risk Lies, in 12 ChartsWall Street Journal
- After the Bank Crisis Clears, Consolidation LoomsBarron's
- How much longer will America’s regional banks hold up?Economist
- Banking crisis: Deposit drain from small banks into JPM, WFC, C slowedCNBC
US
- Why there may be no return to 'normal' for the used vehicle marketCNBC
- Most Americans Doubt Their Children Will Be Better Off, WSJ-NORC Poll FindsWall Street Journal
- Work-From-Home Era Ends for Millions of AmericansWall Street Journal
- New York Poised to Ban Gas Stoves in New Buildings as Part of All-Electric MandateWall Street Journal
- The cases against Donald Trump are piling upEconomist
- Trump Suggests New York Indictment Could Bring ‘Potential Death and Destruction’Wall Street Journal
- Banks Might Have Stabilized, But The Biden Contagion Is Still SpreadingI&I
China
Geopolitics & trade
- Loophole Allows U.S. Tech Exports to Banned Chinese FirmsWall Street Journal
- TikTok Has No Good Options. What It Faces Next.Barron's
- Banning TikTok in the U.S. Is Easier Said Than DoneWall Street Journal
- Why Chinese Apps Are the Favorites of Young AmericansWall Street Journal
- Younger Americans are friendlier to ChinaEconomist
- How the EU should respond to American subsidiesEconomist
- Behind Adani Deals, an ‘Elusive’ Elder BrotherWall Street Journal
Industries & companies
- Defense:Pentagon Woos Silicon Valley to Join Ranks of Arms MakersWall Street Journal
- Energy:Fusion power is coming back into fashionEconomist
- Media:As video games grow, they are eating the mediaEconomist
- Retail:Retailers Are Growing More Cautious. So Is This Analyst.Barron's
- Retail:Dollar General's Record of OverchargingBarron's
- Retail:Shrinking food stamp benefits challenge retailersCNBC