What I Am Reading
Monday, July 24, 2023
Markets
- Stocks Could Climb Until the Fed Ends the Party. What to Watch.Barron's
- Chinese Money Flees the Western WorldWall Street Journal
Global
- The world economy is still in dangerEconomist
US
Europe
- Spain Turns Right, but Not Far RightWall Street Journal
Japan
China
Geopolitics & trade
- A battery supply chain that excludes China looks impossibleEconomist
- Foxconn failed India chip effort shows how hard it is for new playersCNBC
- What the China-India detente means for the WestEconomist
- What if China and India became friends?Economist
- Apple’s Next Big Opportunity Could Be IndiaBarron's
- Russia Ends Ukraine Grain Deal. What It Means for Prices—and PutinBarron's
- Russia's Putin: Black Sea grain deal became meaninglessReuters
- How U.S. Drug Companies Could Tip Europe Into RecessionWall Street Journal
Industries & companies
- Energy:Offshore Wind Power Has a Big Problem. Prepare to Pay More.Barron's
- Financials:Big Regional Banks Reported Stable Deposits. For Investors, That Counts as Great News.Wall Street Journal
- Financials:Goldman Sachs Is a Mess. Why It’s Time to Buy the Stock.Barron's
- Industrials:Why GE Shares Are Hotter Than Apple, Meta or TeslaWall Street Journal
- Media:‘Barbenheimer’ Debut Lifts Weekend Box Office to Four-Year HighBloomberg
- Media:Elon Musk Says Twitter Will Change Its Logo to XWall Street Journal
- Media:Adieu to ‘all the birds,’ Elon Musk says as he announces Twitter logo changeCNBC
- Pharma:Big Pharma Bets Big on ChinaWall Street Journal
Climate
Corporate finance
Technology
Beyond markets
- It’s Taylor Swift’s Economy, and We’re All Living in ItWall Street Journal