What I Am Reading
Monday, October 23, 2023
Markets
- Another Black Monday May Be Around the CornerWall Street Journal
- Why High Yields Make Bonds Better Investments NowNew York Times
- Morning Bid: Awaiting the bond-bashing abatingReuters
Central banks
US
- Housing market is painful, ugly, anxious with 8% high rateCNBC
- Rising Home Prices Can Be Bad for RetireesBarron's
- This Real Estate Market Looks Distressed. Home Prices Are Already Falling.Barron's
- Food Is on Sale Again. You Might Still Have Sticker Shock.Wall Street Journal
- America’s Downtowns Are Empty. Fixing Them Will Be Expensive.Wall Street Journal
- House Republicans say the speaker race stalemate is "embarrassing"CNBC
Europe
- As U.S. Debt Surges, Europe Brings Its Own Under ControlWall Street Journal
- Marine Le Pen poses a greater threat than Giorgia MeloniEconomist
China
Industries & companies
- Airlines:Airlines, Regulators Weigh More Cockpit Safety Alerts After Close Calls on RunwaysWall Street Journal
- Autos:Buy BMW Stock. Shares Could Rise 41% on Its Stealth EV Program.Barron's
- Banks:Why America’s banks need more capitalEconomist
- Media:Taylor Swift Concert Film and ‘Killers of the Flower Moon’ Top Weekend Box OfficeWall Street Journal
- How Walmart became America’s largest grocerCNBC
Geopolitics & trade
- Israel Intensifies Bombing on Multiple Fronts, Prepares for Gaza Ground OperationWall Street Journal
- Video Analysis Shows Gaza Hospital Hit By Failed Rocket Meant for IsraelWall Street Journal
- Only America can save Israel and Gaza from greater catastropheEconomist
- Israel’s four unpalatable options for Gaza’s long-term futureEconomist
- Russia's Gazprom to supply extra gas to Hungary and China this yearReuters
- Xi Jinping wants to be loved by the global southEconomist
Corporate finance
Artificial Intelligence
- How Does AI ‘Think’? We Are Only Starting to Understand ThatWall Street Journal
- How to make Britain’s health service AI-readyEconomist