What I Am Reading
Saturday, September 16, 2023
Markets
- Pimco’s Erin Browne Sees 15% Drop in S&P 500 From an Oil Price ShockBloomberg
- China stored huge volumes of crude oil in August, giving it optionsReuters
- BlackRock’s Amanda Lynam Says Junk-Bond Issuance Rebound to AccelerateBloomberg
- Investors Keep Putting Money Into Private CreditWall Street Journal
- Copper grounded by rising exchange inventoriesReuters
- The Yuan and Yen Need the Fed’s Help. They Might Not Get It.Wall Street Journal
Global
Central banks
- The Fed’s Next Challenge: $100 OilWall Street Journal
- Fed Faces Familiar Foe as Oil Prices Threaten Growth, InflationBloomberg
- Fed to hold rates steady, but signal policy path in meeting this weekReuters
- Central banks head for peak rates — but inflation battle is not overCNBC
- The Fed wants to cool spending; a strike, a shutdown and student loans may add iceReuters
- ECB to tackle excess liquidity in next stage of inflation fight -sourcesReuters
- Nouriel Roubini Says BOE and ECB Must Raise Rates to Avoid ‘Stagflation’Bloomberg
US
- Why a Soft Landing Could Prove ElusiveWall Street Journal
- US housing starts hit three-year low; surge in permits point to underlying strengthReuters
- The Big Employer Still Adding Jobs and Boosting Pay: The GovernmentWall Street Journal
- US shutdown looms: Top House Republican Kevin McCarthy faces crucial testReuters
- Yellen: No signs US economy in downturn, warns against gov't shutdownReuters
China
- Is China’s Economic Predicament as Bad as Japan’s? It Could Be WorseWall Street Journal
- An Even Bigger Housing Crisis Threatens China’s EconomyWall Street Journal
Geopolitics & trade
- Lawmakers Request Details of Chinese Nationals at Sensitive U.S. FacilitiesWall Street Journal
- Ukraine says it will sue Poland, Hungary and Slovakia over food import bansReuters
- France’s Far-Right Party Pays €6.1 Million to Close Russian LoanBloomberg
- India-Canada relations: how could trade be affected as tensions rise?Reuters
Industries & companies
- Airlines:How the airline boarding process became such a messCNN
- Autos:UAW Strike 2023: Inside the Union Walkout Against GM, Ford, StellantisBloomberg
- Autos:Tesla, Saudi Arabia in Early Talks for EV FactoryWall Street Journal
- Autos:Congress must take California out of the driver’s seat on electric car mandatesThe Hill
- Consumer:Clorox says last month's cyberattack is still disrupting productionCNBC
- Energy:The Unexpected New Winners in the Global Energy WarWall Street Journal
- Media:Disney to Invest $60 Billion in Theme Parks, Cruises Over Next DecadeWall Street Journal
Artificial Intelligence
Corporate finance
Climate
- Companies Stall Climate Action Despite Earlier PromisesWall Street Journal