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What I Am Reading

Saturday, November 4, 2023

Markets

Dow pops more than 200 points on Friday to cap the best week for stocks so far this yearCNBC
Stocks, Bonds, Credit See Biggest Weekly Cumulative Gain Since November 2022Bloomberg

US

The Improbably Strong EconomyWall Street Journal
Sharp U.S. Hiring Slowdown Signals Cooling Economy AheadWall Street Journal
Gen Z leans into soft saving, less focused on retirementCNBC

Geopolitics & trade

China Accuses US of Encouraging Provocations in South China SeaBloomberg
Australia PM says China visit 'very positive' for bilateral relationsReuters
Hamas Has Deadlier Weapons Than the Last Time Israel Invaded GazaWall Street Journal
An Israeli ‘Pause’ Would Help HamasWall Street Journal

Industries & companies

Materials:Rainfall plays key role in capping Chinese aluminium capacityReuters
Tech:One of the World’s Biggest Diamonds Could Be Key to Some of the World’s Fastest MicrochipsWall Street Journal
Tobacco:Big Tobacco Can No Longer Name Its PriceWall Street Journal
Wireless:Carriers Look to Offer Fast-Lane Access on 5G NetworksWall Street Journal

Beyond markets

Daylight-Saving Time Is Ending. What to KnowWall Street Journal