What I Am Reading
Tuesday, January 16, 2024
Markets
- After a Rip-Roaring 2023, the Markets Are Taking a BreatherNew York Times
- Trump-linked stocks jump after former president's emphatic win in Iowa Republican contestReuters
- Red Sea disruptions not (yet) enough to trouble LNG pricesReuters
- Bond Yields Rise on Concern Fed Bets Are OverdoneBloomberg
- What’s Ahead for the Stock Market and Economy in 2024?Barron's
Central banks
- Fed Tiptoes Toward Dialing Back Key Channel of Monetary TighteningWall Street Journal
- U.S. economy has seen 75% of monetary transmission: IMF's GopinathCNBC
- Fed should be a ‘little concerned’ about starting cuts too early: Nasdaq CEOCNBC
- Davos 2024: Rogoff Sees Six Fed Rate Cuts as ‘Pipedream’ If Economy Holds UpBloomberg
Global
US
- Profits Comeback Paired With Rate Cuts Make a Powerful MixWall Street Journal
- Why the New Inflation Data Implies Fabulous Earnings Are ComingInvestorPlace
- For the Biden administration’s 2024 regulations, timing is crucialThe Hill
- Trump Sets Sights on New Hampshire and Haley After Conquering IowaWall Street Journal
- Bipartisan Tax Deal Would Provide Boost to Businesses, FamiliesWall Street Journal
Geopolitics & trade
Industries & companies
- Autos:Tesla stock drops following price cuts in China, production stoppage in Berlinyahoo.com
- Autos:Elon Musk wants more control of Tesla, seeks 25% voting powerCNBC
- Autos:An influx of Chinese cars is terrifying the WestEconomist
- Energy:Global Battery Race Heats Up With Billions for Europe’s NorthvoltWall Street Journal
- Tech:Apple Watch’s Blood-Oxygen Sensor to Be Removed to Avoid U.S. BanWall Street Journal