What I Am Reading
Wednesday, September 20, 2023
Markets
- Is This The Beginning of the Bursting of the BBB Bubble?Bloomberg
- Gas Prices Have Crept Higher This Summer, a Challenge for the FedNew York Times
- Wall Street Regulator Wants to See ESG Funds Deliver on InvestmentsBloomberg
- The Yuan and Yen Need the Fed’s Help. They Might Not Get It.Wall Street Journal
- U.S. Treasury yields: investors look to Fed interest rate decisionCNBC
Central banks
- FOMC September 2023: Fed to Pause Interest Rate Hikes for Second Time This YearBloomberg
- Fed projections to show if 'soft landing' is new baseline ... or baselessReuters
- Take Fed forecast with a grain of salt. It has a terrible track recordCNBC
- Fed interest rate moves affected by government shutdownCNBC
US
- Weekly mortgage demand rises, driven by a strange surge in refinancingCNBC
- America’s Biggest Landlords Can’t Find Houses to Buy EitherWall Street Journal
- American Labor’s Real Problem: It Isn’t Productive EnoughWall Street Journal
- A good old government shutdown is exactly what we need right nowThe Hill
- Nearly Half of Young Adults Are Living Back Home With ParentsBloomberg
Geopolitics & trade
- German Industry Defies Rising Pressure to Limit China ExposureWall Street Journal
Industries & companies
- Autos:Auto union worker strike reveals Joe Biden inflation hypocrisyNY Post
- Autos:UAW Strikes Mercedes Parts Plant While Union Eyes More TargetsBloomberg
- Consumer:General Mills’ Earnings Show Inflation, Supply-Chain Issues EasingWall Street Journal
- Grocery stores:Publix, Florida’s favorite grocery store, explainedVox
- Retail:US Retail Workers Are Quitting Facing Low Pay, Crime, Long HoursBloomberg
- Retail:Dollar General Employees Say It’s a Terrible Place to WorkBloomberg
Artificial Intelligence & Technology
Beyond markets
- The Billionaire Keeping TikTok on Phones in the U.S.Wall Street Journal