What I Am Reading
Wednesday, November 15, 2023
Markets
Central banks
US I
- U.S. Retail Sales Fall for First Time Since March as Holiday Season ApproachesWall Street Journal
- The Elusive Soft Landing Is Coming Into ViewWall Street Journal
- House passes bill to avoid government shutdown, Senate to vote nextCNBC
- The $2 Trillion Interest Bill That’s Hitting GovernmentsWall Street Journal
- 'Bidenomics' is the opposite of ReaganomicsWT
US II
- Inflation in the US is improving, the public mood is still sourReuters
- Wholesale prices fell 0.5% in October for biggest monthly drop since April 2020CNBC
- Mortgage demand at highest level in 5 weeks after interest rates fallCNBC
- While All Inflation Feels Bad, Housing Inflation Is the WorstWall Street Journal
- UBS: Inflation is ending, but that’s 'little comfort to households'CNBC
- Cathie Wood Has a Message for Investors: You’re Worried About the Wrong ThingWall Street Journal
Europe
Japan
China
- It’s Too Soon to Bet on China’s Housing TurnaroundWall Street Journal
Geopolitics & trade
Industries & companies
- Autos:I Visited Over 120 EV Chargers: Three Reasons Why So Many Were BrokenWall Street Journal
- Autos:UAW-GM deal: Union workers appear poised to reject contractCNBC
- Financials:Citigroup layoffs begin as part of CEO Jane Fraser’s overhaulCNBC
Artificial Intelligence
- The A.I. doomer backlash is here.Slate.com
- Companies Tried to Spend Less on Cloud. Then AI Showed Up.Wall Street Journal