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What I Am Reading

Monday, August 28, 2023

Markets

Chinese Stocks Rally After Beijing Moves to Boost MarketWall Street Journal
Markets Show China Needs a Stimulus ‘Bazooka’ to Woo InvestorsBloomberg
China’s Market Reforms Aim to Lure Investors to Stocks and Bonds. They May Not Be Enough.Barron's

Global

Post-pandemic, world facing gloomy stew of debt, trade wars and poor productivityReuters

Central banks

Why Central Bankers Are Unsure Whether They’ve Raised Rates EnoughWall Street Journal
Powell signals no retreat, no surrenderReuters
ECB Rates: Lagarde Policy Silence Keeps ECB Debate Raging Before Inflation DataBloomberg

US I

America’s corporate giants are getting harder to toppleEconomist
Increasing Immigration Could Help Solve Labor CrisisCNBC
Rising Gasoline Prices Hit Inflation-Weary AmericansWall Street Journal
Is the new retirement number $4.3 million?USA Today

US II

High Interest Rates are Hitting Federal Debt. A Day of Reckoning Is Coming.Barron's
Student Loans Are Emerging From Deep Freeze, and Borrowers Are ConfusedWall Street Journal
The World Is Contemplating a Second Trump AdministrationWall Street Journal

China

Why China’s economy won’t be fixedEconomist
Opinion | The Real Problem With China’s Economy: Xi Jinping’s GovernmentNew York Times

India

Column: India’s massive renewables deployment helps meet record power demandReuters

Industries & companies

Consumer:Buy SharkNinja Stock. It Has Been a Consistent and Successful Innovator.Barron's
Financials:The Big Reason Your Insurance Is Getting More ExpensiveBarron's
Financials:Americans Are Dropping Their Home Insurance, Claiming the Odds of Disaster Don’t Justify the CostWall Street Journal
Manufacturing:Why Spending Trillions to Revive Manufacturing Invites InflationBarron's
Tech:This Company Is Nvidia’s AI Chip Partner—and Its Stock Is SoaringWall Street Journal
Tech:Apple iPhone 14 Pro Max tops smartphone shipments globally, Omdia saysCNBC

Corporate finance

Instacart IPO Isn’t Offering Empty CaloriesWall Street Journal

Artificial Intelligence

AI could fortify big business, not upend itEconomist