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What I Am Reading

Thursday, November 2, 2023

Markets

Stocks extend gains as yields slide, Dow jumps nearly 400 pointsCNBC
The ‘Ozempic Effect’ on Wall Street Has Gone OverboardWall Street Journal

Central banks

Fed Takes Heart in a Supply-Side BoomWall Street Journal
How Higher Interest Rates for Longer Can Be Good News for the EconomyWall Street Journal

US

Labor costs show surprise decline in the third quarterCNBC
US weekly jobless claims rise moderately; productivity surges in Q3Reuters
The Way You Pay to Buy or Sell a Home Is About to ChangeWall Street Journal

Europe

German power mix may get dirtier for 1st non-nuclear winterReuters

China

China regulators probe liquidity stress that sent rates to record 50% - sourcesReuters

Geopolitics & trade

China, U.S. to Meet for Rare Nuclear Arms-Control TalksWall Street Journal
Putin withdraws Russia's ratification of global nuclear test ban treatyReuters
US imposes sweeping new sanctions targeting Russia over war in UkraineReuters
Russia’s Wagner Group May Provide Air Defense Weapon to Hezbollah, U.S. Intel SaysWall Street Journal
How Hamas Defines Cease-FireWall Street Journal

Industries & companies

Autos:The UAW Beat Detroit. Tesla Will Be a Different Beast.Wall Street Journal
Autos:Toyota Recalls More Than 1.8 Million RAV4 SUVs Over Battery Fire RiskWall Street Journal
Retail:Target CEO says shoppers are pulling back, even on groceriesCNBC

Corporate finance

These Oil Giants Don’t Seem Tempted by Merger ManiaWall Street Journal

Artificial Intelligence

Biden AI executive order: Industry, civil rights, labor groups reactCNBC

Beyond markets