What I Am Reading
Wednesday, November 8, 2023
Markets
- Market timing doesn't work: S&P 500 14% rally explained by just 8 daysCNBC
- October suddenly looks like a bad bond dreamReuters
- Hoisington’s Hunt Says the Bond Rally Is Just Getting StartedBloomberg
- UBS resumes selling the bonds at the heart of Credit Suisse controversyCNBC
- Oil Declines Again as Demand Outlook Flashes Bearish Signs
- Gold dips as Powell speech takes centre stage; palladium hits 5-yr lowReuters
Central banks
- Why the Fed Shouldn’t Get Credit for the Fall in InflationWall Street Journal
US
- Right Now Is a Bad Time to Spend MoneyWall Street Journal
- US 30-Year Mortgage Rate Tumbles by Most in More Than a YearBloomberg
- Mortgage rates plunge and demand finally inches backCNBC
- Hot Desking Is Next Risk to Office Property Market, Morgan Stanley SaysBloomberg
- Want a four-day workweek? You’re not aloneCNN
Europe
China
Geopolitics & trade
- Israel Says Its Forces Have Entered ‘Heart’ of Gaza City Amid War With HamasBloomberg
- Israeli-Palestinian Conflict History: The Roots of the Israel-Hamas WarBloomberg
- China and Russia Claim Moral High Ground Over Palestinian DeathsWall Street Journal
- Global Electric Car (EV) Market to Reshape Economies, Political AlliancesBloomberg
Industries & companies
- Airlines:American Airlines Dangles $250,000 Bonuses to Poach FedEx and UPS PilotsWall Street Journal
- Health Care:Amazon to Offer Lower-Cost Primary Care to Prime Members in Latest Healthcare PushWall Street Journal
- Pharma:Bayer weighs break-up options as management job cuts loomReuters
- Railroads:Delays in Acela Upgrade Have Cost Amtrak $140 Million…and CountingWall Street Journal