What I Am Reading
Tuesday, January 2, 2024
Markets
- Wall St set for dull start to 2024 as yields rise, Apple dipsReuters
- Investors’ Hope for 2024: A Return to Long-Lost NormalcyWall Street Journal
- For investors, 2024 is year of transition to a new economic orderReuters
- Inside Saudi Arabia’s $3 Trillion Plan to Move Past OilBarron's
- Oil prices rise as Iranian warship enters Red SeaCNBC
- Metals spend the year pinned between old and new cyclesReuters
Global
- The world this year 2023Economist
Central banks
US
- Biden’s $3.1 Billion Train Ticket to NowhereWall Street Journal
- Biden Struggles to Push Trade Deals With Allies as Election ApproachesWall Street Journal
- As CFOs Prepare for an Unpredictable 2024, Here’s What Tops Their ChecklistsWall Street Journal
- Where the Job Market Is Heading in 2024, in Six ChartsWall Street Journal
- Minimum Wages Are Going Up. Low-Paid Workers Probably Won’t Notice.Wall Street Journal
- How Can Spending Be Up When People Feel Down?Wall Street Journal
Japan
China
Geopolitics & trade
- New Disruptions, Geopolitics Hang Over 2024 Supply ChainsWall Street Journal
- Tariffs and the Common ManWall Street Journal
- ASML blocked from exporting some critical chipmaking tools to ChinaCNBC
- India’s Food-Security Problem Is Also the World’sWall Street Journal
Industries & companies
- Autos:BYD produced more than 3 million cars in 2023, set to beat TeslaCNBC
- Autos:Tesla extends lead in Norway sales, EVs take 82% market shareReuters
- Home Builders:Home Builders’ Stocks Soared in 2023. Brace for a Dip.Barron's
- Media:Americans Are Canceling More of Their Streaming ServicesWall Street Journal
- Tech:Tech stocks wrap up 2023 rally after last year's slumpCNBC
Corporate finance
- Evergrande Auto’s Investment Agreement With Dubai Automaker LapsesWall Street Journal