What I Am Reading
Monday, October 30, 2023
Markets
- Where Is the Stock Market Headed? Big Money Pros Weigh In.Barron's
- Middle East War Could Cause Oil Price Shock, World Bank WarnsNew York Times
- The Big Bond Market Event Wednesday Is at Treasury, Not the FedBloomberg
- US 'term premium' shock may need T-bill surpriseReuters
- Should You Buy Bonds Now? Yes, Here’s Why.Barron's
- Investors Are Worried About Government Spending. That’s No Reason to Avoid Bonds.Barron's
Central banks
- Higher Bond Yields Could End the Fed’s Historic Rate RisesWall Street Journal
- Fed’s Forecasts Look to Fairy Tales, One Economist SaysBarron's
- Does Strong Growth Fuel Inflation? Fed Debates Whether Old Model Still AppliesWall Street Journal
- Middle-Class Americans Are Rattled by Fed’s Fight Against InflationBloomberg
US
- The Sales Pitch for an 8% Mortgage: Buy Now, Refinance Later—for FreeWall Street Journal
- US second home sales slide in pandemic-era vacation hot spotsReuters
- What 'radically different' wage growth forecast for 2024 means for youCNBC
- Workers Are Doing Less Work for the Same PayWall Street Journal
- Americans Can’t Stop Spending. Five Reasons Why.Wall Street Journal
- Never Mind the 1%. Mini-Millionaires Are Where Wealth Is Growing Fastest.Wall Street Journal
- Mental Health Issues Are Growing. They Could Hobble the EconomyBarron's
China
- China’s Age of MalaiseThe New Yorker
- How Far Is China’s Slowdown Spreading? Ask a Dairy Farmer 6,000 Miles AwayWall Street Journal
- For China, Bullying Apple Suppliers Could Backfire BadlyWall Street Journal
Europe
Geopolitics & trade
Industries & companies
- Autos:U.A.W. Says It Aims to Organize Nonunion Auto PlantsNew York Times
- Autos:UAW-Ford deal includes $8.1B in investment, $5,000 ratification bonusCNBC
- Autos:Detroit Is Paying Up to End the UAW Strike. Now Carmakers Will Live With the Costs.Wall Street Journal
- Health Care:Insurers Spar With Biden Administration Over Coverage for Mental-Health CareWall Street Journal
- Pharma:Eli Lilly’s Mounjaro Drug Has Big Potential. How to Play the Stock.Barron's
- Tech:Meta Pauses Ads for Users Under 18 in Europe as It Rolls Out SubscriptionsWall Street Journal
Corporate finance
- Realty Income to Buy Spirit Realty Capital in $9.3 Billion DealWall Street Journal
Artificial Intelligence
Crypto
- The Hunt for Crypto’s Most Famous Fugitive. ‘Everyone Is Looking for Me.’Wall Street Journal