What I Am Reading
Friday, March 1, 2024
Markets
Central banks
- Why China, Japan and the Fed are shaking up the $26 trillion U.S. Treasury marketCNBC
- ECB Cutting Too Soon Would Be Worse Than Delaying, Survey ShowsBloomberg
- Eurozone Inflation Cools in February, Keeping Rate Cuts on AgendaWall Street Journal
- BOJ’s Ueda Keeps Market Players Guessing Over Rate Hike TimingBloomberg
- QT not quite "paint drying," but having little impact so far -researchReuters
US
China
- China’s Wobbly Start to the New YearWall Street Journal
Japan
Geopolitics & trade
- Trump tariff plans spur talk of inflation 2.0Reuters
- Opinion | Finally, Some Good News at the W.T.O.New York Times
- Imports Under Closely Watched U.S. Trade ‘Loophole’ SurgeWall Street Journal
Industries & companies
- Aerospace:Boeing in Talks to Buy Troubled Supplier Spirit AeroSystemsWall Street Journal
- Banks:Signs of Trouble at Regional Banks Reignite Sector FearsWall Street Journal
- Retail:Zara Fashion Retailer Plans to Reopen in UkraineWall Street Journal
Corporate finance
- Sporting-Goods Maker Vista Outdoor Gets $2.9 Billion Takeover OfferWall Street Journal