What I Am Reading
Friday, June 30, 2023
Markets
- Markets’ Monster 2023 Rally Defied All ExpectationsWall Street Journal
- Most investors believe we are in a new bull market and there will be no recession in 2023CNBC
- Wall St rallies as Apple hits record high, inflation coolsReuters
- Treasury Yields Resume Climb as Investors Bet on GrowthWall Street Journal
- Apple's Market Cap Touches $3 TrillionWall Street Journal
Central banks
US
- U.S. Economy Shows Surprising Vigor in First Half of 2023Wall Street Journal
- Consumer Spending Streak Extended in May, Inflation CooledWall Street Journal
- PCE inflation May 2023: Key Fed measure shows prices rose just 0.3% in MayCNBC
- House hunting is about to get harderCNBC
- Supreme Court strikes down Biden's student loan forgiveness planCNBC
China
- China’s Economy Shows New Signs of WeaknessWall Street Journal
Geopolitics & trade
- New Chinese Law Raises Risks for American Firms in China, U.S. Officials SayWall Street Journal
- French Riots Escalate as Macron Struggles to RespondWall Street Journal
Industries & companies
- Airlines:Delayed or canceled flights? Get ready for a bumpy summer travel season.Vox
- Energy:Shell's renewables boss to leave after CEO strategy shiftReuters
- Financials:SVB Depositors Who Lost Their Money Win Court VictoryWall Street Journal
- Pharma:Stop taking Ozempic, Wegovy before surgery: DoctorsCNBC
- Real Estate:How Scared Should You Be About Commercial Real Estate?Wall Street Journal
- Tech:Big Tech’s Battle Royale Is Coming. The Winner? You.Wall Street Journal
Technology
- AI Law Draws Pushback From Big Brands in EuropeWall Street Journal