What I Am Reading
Saturday, January 20, 2024
Markets
- S&P 500 nabs record closing high, Treasury yields dipReuters
- This record-breaking market just keeps going higher and higher. Here's whyCNBC
- How the Stock Market Forgot the Fed and Hit a New RecordBarron's
- The Stock Market Doesn’t Care About the Slow Start to Earnings SeasonBarron's
- A Hot Debt Market Is Slashing Borrowing Costs for Riskier CompaniesWall Street Journal
- Meet the Investors Trying Quantitative Trading at HomeWall Street Journal
Central banks
- The countries which raised rates first are now cutting themEconomist
- When Will the Fed Cut Rates? Focus Moves to FOMC March MeetingBloomberg
- Can the Fed Reconcile Market Rate Expectations and Its Own Projections?Barron's
- ECB to Pick Right Moment for First Rate Cut, Economists SayBloomberg
- Obstinate ECB suggests 'humility' all aroundReuters
US I
- Why are Americans so gloomy about their great economy?Economist
- Consumer Sentiment Logs Biggest Jump in DecadesWall Street Journal
- The Economy Is Starting to Look Normal—Housing Isn’tWall Street Journal
- Home Sales Were the Lowest in Almost 30 Years in 2023Wall Street Journal
US II
Europe
Japan
China
Geopolitics & trade
Industries & companies
- Airlines:JetBlue, Spirit Airlines to Appeal Merger BlockWall Street Journal
- Banks:How America accidentally made a free-money machine for banksEconomist
- Media:Walt Disney Under CEO Bob Iger Faces a Long Road Back to Its Former GloryBarron's
- Pharma:Trump and Biden Both Hate Pharma—Investors Shouldn’tWall Street Journal
- Tech:After a Sugar High of Free Money, These Billion-Dollar Technologies Need a NapWall Street Journal
Artificial Intelligence
- AI-generated content is raising the value of trustEconomist
- Many AI researchers think fakes will become undetectableEconomist
- We Answered All Your Questions About AIWall Street Journal
- AI Is the Talk of Davos. Is It Time to Sell?Wall Street Journal
- Musk denies report his AI company secures $500 million toward $1 billion funding goalCNBC