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What I Am Reading

Thursday, August 10, 2023

Markets

Treasury yields slide after July CPI reportCNBC

Central banks

ECB is on back foot and for once it's down to GermanyReuters

Global food

Heat, War and Trade Protections Raise Uncertainty for Food PricesNew York Times

US I

CPI Report Live Updates: Inflation Picks Up to 3.2%New York Times
Inflation Picks Up but Modest Price Pressures Could Encourage Fed to Hold Rates SteadyWall Street Journal
Inflation, and Housing Costs, Are Set to Turn a CornerWall Street Journal
Here's the inflation breakdown for July 2023, in one chartCNBC

US II

Joe's Bidenomics victory tour is a bust on Day OneNY Post
5 reasons the American economy is surging under BidenMSNBC
Is More Job Hopping Among Younger Workers a Good Thing?New York Times
Hospitals Shutter Maternity Wards Amid Falling BirthratesWall Street Journal

China

Deflation Becomes a Threat to China’s EconomyNew York Times
China Lifts Ban on Group Tours to U.S. and Other Countries, in Boost to Global Travel IndustryWall Street Journal

Geopolitics & trade

U.S. and China Poised to Drift Further Apart After Investment BanWall Street Journal
China slams Biden's order limiting U.S. overseas tech investmentCNBC

Industries & companies

Banks:The regulators’ new bank capital proposal ignores costs to consumersThe Hill
Banks:'BRICS bank' looks to local currencies as Russia sanctions biteReuters
Retail:Retailers may be using organized theft to cover up internal flawsCNBC

Artificial Intelligence

The AI Frenzy Resurrects the Old SoftBankWall Street Journal
With AI, Hackers Can Simply Talk Computers Into MisbehavingWall Street Journal

Beyond markets

Colleges Spend Like There’s No Tomorrow. ‘These Places Are Just Devouring Money.’Wall Street Journal