What I Am Reading
Monday, July 17, 2023
Markets
Global
- A Buoyant Global Economy Is Starting to SagWall Street Journal
US I
- Companies and the Terrible, Horrible, No Good, Very Bad Earnings SeasonWall Street Journal
- Quirky Economic Indicators Suggest a Recession is ComingBarron's
- Inflation Under Control? Consumers Don't Think So.Barron's
- U.S. Consumer Spending May Hold Up Even in the Face of Inflation and Recession ThreatsBarron's
- Pay Raises Are Finally Beating Inflation After Two Years of Falling BehindWall Street Journal
US II
Europe
- Europeans Are Becoming Poorer. ‘Yes, We’re All Worse Off.’Wall Street Journal
China
- China's frail Q2 GDP growth raises urgency for more policy supportReuters
- China reports Q2 GDP miss, another record high in youth unemploymentCNBC
- China’s Economy Barely Grows as Recovery FadesWall Street Journal
- China’s Fading Recovery Tests Policy Makers’ Economic PlaybookWall Street Journal
- China is obsessed with food security. Climate change will challenge itEconomist
- The Chinese are working more hours than everEconomist
- Can EVs and Solar Panels Save China’s Economy?Wall Street Journal
Geopolitics & trade
Industries & companies
- Autos:How to Turn Tesla Into a Dividend-Paying StockBarron's
- Media:Media industry turmoil: Strikes, streaming losses, ad slumpCNBC
- Media:Elon Musk says Twitter cash flow remains negative with 'heavy debt'CNBC
- Media:'Barbenheimer' Has Moviegoers Buzzing. How to Play the Mash-Up.Barron's
- Pharma:John Schoonbee on why new drugs, while helpful, are no panacea for obesityEconomist
- Pharma:Big pharma is warming to the potential of AIEconomist
- Real Estate:The Market Hates Real Estate Stocks. It’s Time to Buy.Barron's
- Restaurants:Chipotle Gets Some Help in the Kitchen—a RobotBarron's
- Retail:Buy Walmart Stock. It's Quietly Growing Into a Retail Tech Titan.Barron's
- Tech:Microsoft's Win in the Activision Case Could Spur a Merger RevivalBarron's
Climate
Technology
- Your employer is (probably) unprepared for artificial intelligenceEconomist
- The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead for Big Tech.Barron's
- AI will be the 'biggest bubble of all time': Stability AI CEOCNBC
- Hiltzik: AI hype is as old as AI itselfLos Angeles Times
- How do AI systems like ChatGPT work? There’s a lot scientists don’t know.Vox
- How AI image-generators workEconomist
- In Asia data flows are part of a new great gameEconomist