What I Am Reading
Wednesday, July 5, 2023
Markets
Credit
Energy
Central banks
US
- The Richcession Keeps RollingWall Street Journal
- America’s Retirees Are Investing More Like 30-Year-OldsWall Street Journal
- Bidenomics Puts the Middle Class Front-and-Center for 2024 Presidential ElectionBloomberg
- Insight: Swing state Republicans bleed donors and cash over Trump's false election claimsReuters
Geopolitics & trade
- China's chipmaking export curbs 'just a start', Beijing adviser warns before Yellen visitReuters
- China’s Export Curb on Chip-Making Metals Prompt Countries to Explore Supply-Chain DiversificationWall Street Journal
- China unexpectedly cancels top EU diplomat's Beijing visitCNBC
- Chinese state media rebuke Mark Zuckerberg over Quest headset plansCNBC
- Taiwan’s Impossible Choice: Be Ukraine or Hong KongWall Street Journal
Industries & companies
- Airlines:Why airline stocks are up even as disruptions mountCNBC
- Autos:Auto Sales Defy Gloomy ForecastsWall Street Journal
- Autos:How China Came to Dominate the World’s Largest Nickel Source for Electric CarsWall Street Journal
- Autos:Here’s Another Reason To Hate EVsIssues & Insights
- Banks:Rebound in Rates Puts Pressure on BanksWall Street Journal
- Logistics:UPS Drivers Head Toward Possible Strike as Labor Talks StallBloomberg
- Media:2023 movie box office needs strong second half after inconsistent startCNBC
Climate
Technology
- New York City Starts to Regulate AI Used in Hiring ToolsWall Street Journal
Beyond markets
- Major League Pickleball names new CEO, COOCNBC
- Remote Work Sticks for All Kinds of JobsWall Street Journal