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What I Am Reading

Friday, August 18, 2023

Markets

Stock markets face a 'perfect storm' as high rates and China fears bite, analysts warnCNBC
China Steps Up Efforts to Stabilize Markets as Confidence SlumpsBloomberg
ESG Investors Have Ethical Motives. They Also Expect to Outperform the Market.Wall Street Journal

Credit & commodities

Global

Central banks

Jeremy Grantham Says Federal Reserve Kidding Itself on Achieving a Soft LandingBloomberg

US

America’s Fight Over Tipping at Restaurants Comes to Its Biggest Battleground YetWall Street Journal
Opinion | Biden and America’s Big Green PushNew York Times

China

India

What’s Holding Back India’s Economic Ambitions?Wall Street Journal

Geopolitics & trade

US slaps tariffs on some big solar companies for dodging China dutiesReuters
U.S. Plans New Tariffs on Food-Can Metal From China, Germany and CanadaWall Street Journal

Industries & companies

Autos:What UAW negotiations could cost GM, Ford and StellantisCNBC
Autos:Automakers are finally embracing lidar sensors. A few startups look like market-share winnersCNBC
Health Care:Neurological Devices Attract Investors Despite Cautious Venture MarketWall Street Journal
Pharma:The Ozempic Craze Could Put These Companies on a Crash DietWall Street Journal
Retail:Walmart and Target earnings and outlook: Key trends for retailersCNBC
Tech:How Big Tech Broke Smaller-Company InvestingWall Street Journal

Corporate finance

SoftBank Buys Vision Fund’s Stake in Arm at $64 Billion ValuationWall Street Journal

Beyond markets

Covid: New vaccines will likely protect against Eris variantCNBC