What I Am Reading
Monday, May 15, 2023
Markets
Central banks
US
- US Households Show Signs of Stress as New Loan Delinquencies RiseBloomberg
- Consumer debt passes $17 trillion for the first time despite slide in mortgage demandCNBC
- To understand today’s economy, just look to the banksThe Hill
- Joe Biden is more responsible for high inflation than for abundant jobsEconomist
- Debt-Ceiling Talks’ Late Start Amps Up Pressure on CongressWall Street Journal
- The Rent Portion of CPI Is a Reminder of Its Impressive PointlessnessFOX
China
- Is Chinese power about to peak?Economist
Industries & companies
- Autos:Hertz is going electric, with big implications for EV and auto marketCNBC
- Banks:Bank Collapses Are Shaking Up the Industry. What’s Ahead as the Dust Settles.Barron's
- Consumer:America Is Binging on Snacks, and Food Companies Are Eating It UpWall Street Journal
- Media:Elon Musk still needs 'Twitter sitter,' judge rulesCNBC
- Travel:Summer Travel Forecast: Hot and PriceyBarron's
Corporate finance
- Microsoft-Activision deal: EU approves takeover of Call of Duty makerCNBC
- J&J’s Kenvue Spinoff: A Rare IPO Winner in a Moribund MarketBarron's
- Elon Musk's Financial Pickle: SpaceX IPO Could Solve Tesla-Twitter DanceBarron's
- CEO Pay Packages Fell Sharply in 2022 as the Stock Market SankWall Street Journal