What I Am Reading
Monday, September 25, 2023
Markets
- Stock Market Drop Worst Since March. Is It September or Something More Sinister?Barron's
- Why Are Tech Stocks Down? Bond Yields Are UpWall Street Journal
- Treasuries Extend Selloff, Pushing 10-Year Yield to 16-Year HighBloomberg
- Higher Rates May Be Here for Awhile.Barron's
- Wall Street Is Hoping $100 Oil Ain’t What It Used to BeWall Street Journal
Central banks
US
- U.S. Economy Could Withstand One Shock, but Four at Once?Wall Street Journal
- Inflation Will Continue Until Morale ImprovesWall Street Journal
- Why America Has a Long-Term Labor Crisis, in Six ChartsWall Street Journal
Europe
China
Geopolitics & trade
- What Asia’s economic revolution means for the worldEconomist
- China-EU relationship is at a crossroads, trade chief Dombrovskis saidCNBC
- China’s claim to the South China Sea gets even odderEconomist
- Huawei’s New Gadgets Reveal Hidden Teeth in China Tech ResistanceWall Street Journal
- If India ordered a murder in Canada, there must be consequencesEconomist
Industries & companies
- Airlines:Air Travel Is Still Recovering. Buy AAR Stock.Barron's
- Banks:Bank Stocks Are Stronger Than You Think. It’s Time to Get In.Barron's
- Commercial Real Estate:Even a Booming Economy Can’t Save Atlanta’s Office MarketWall Street Journal
- Commercial Real Estate:After latest round of RTO mandates, offices remain only half fullCNBC
- Manufacturing:Lego’s Latest Effort to Avoid Oil-Based Plastic Hits Brick WallWall Street Journal
- Materials:Alcoa Names William Oplinger as CEO, Succeeding Roy HarveyBloomberg
- Media:Writers strike: WGA reaches tentative deal with studiosCNBC
- Pharma:How Wegovy, Ozempic, and Weight-Loss Drugs Could Break the Healthcare SystemBarron's
Artificial Intelligence
Climate
Beyond markets
- How Much Cybersecurity Expertise Do Boards Really Have?Wall Street Journal