What I Am Reading
Friday, March 8, 2024
Markets
Credit & commodities
- Exuberant Credit Investors Are Acting Like the Days of Easy Money Are BackBloomberg
- What is Private Credit? How Does It Work and What Are the Risks?Bloomberg
- Two-Year Treasuries Gain as Jobs Data Boost Bets on June Fed CutBloomberg
- Treasury yields are lower after unemployment rate ticks up in February jobs reportCNBC
- Oil Steadies on Course for Its Least Volatile Week Since 2021Bloomberg
Central banks
US I
US II
Europe
- German Industrial Production Ticked Up More Than Expected in JanuaryWall Street Journal
China
- China’s Vehicle Sales Dropped in February Amid Price War, Long HolidayWall Street Journal
Geopolitics & trade
Industries & companies
Artificial Intelligence
- Unless You’re Nvidia, the AI Chip Business Is ComplicatedWall Street Journal
Beyond markets
- Emailing Your Doctor Might Cost YouWall Street Journal
- U.S. Spy Agencies Know Our Secrets. They Bought Them.Wall Street Journal