What I Am Reading
Friday, December 1, 2023
Markets
- S&P 500 (SPX) Gained 8.9% This Month, Second-Best November Since 1980Bloomberg
- Dow Finishes November at 2023 HighWall Street Journal
- Oil Prices Face Wild Swings With Bot Traders Driving the MarketBloomberg
- U.S. crude declines as skepticism mounts over OPEC+ cutsCNBC
- OPEC+ may have played its final card with voluntary crude cuts: RussellReuters
- Foreigners Sell China Stocks For Fourth Month in Record StreakBloomberg
Central banks
- PCE inflation report October 2023: Fed's favorite gauge rises 0.2%; 3.5% from a year agoCNBC
- Inflation’s Cooldown Gives the Fed LeewayWall Street Journal
- Fed Officials Shift Tone But Remain Wary of Markets’ Rate Cut BetsBloomberg
- Fed officials feel rate hikes likely done, but too soon to knowReuters
- Eurozone Inflation Fell More Than Expected, Putting ECB Rate Cuts Into ViewWall Street Journal
US
China
India
Geopolitics & trade
Industries & companies
- Autos:Tesla Cybertruck Price Revealed: Starts at Around $61,000Wall Street Journal
- Health Care:J&J Hired Thousands of Data Scientists. Will The Strategy Pay Off?Wall Street Journal
- Media:Meta’s Threads to Launch in Europe in App’s Biggest Expansion Since DebutWall Street Journal
- Media:Nelson Peltz's Trian to seek at least three Disney board seats, sources sayReuters
- Pharma:Novo Nordisk sues pharmacies over impure Wegovy, Ozempic dupesCNBC
- Tech:Big Tech in 2024: Retail Traders Sell Positions in Apple, Nvidia, MicrosoftBloomberg
- Tech:This tiny country drove 15% of Nvidia's revenue – here's why it needs so many chipsCNBC
Crypto
Corporate finance
Climate
- Why No One Wants to Pay for the Green TransitionWall Street Journal
- Germany Gets Honest About What Net Zero Will CostWall Street Journal
Artificial Intelligence
Beyond markets
- New York’s Near Zombie ApocalypseWall Street Journal