What I Am Reading
Monday, March 25, 2024
Markets
- It's been four years since the market's Covid low with the S&P 500 returning 25% annualized sinceCNBC
- Europe’s Record Stock Rally Has Further Room to Run, Says CitiBloomberg
- The $27 Trillion Treasury Market Is Only Getting BiggerWall Street Journal
- Burned Before, Bond Markets Resume Rate-Cutting Trades WorldwideBloomberg
- Copper registers strongest seasonal Shanghai stocks buildReuters
Central banks
US
- US Homebuyers Expecting $10,000 Savings Face Tough RealityBloomberg
- Surge in Home Prices Draws Eager House FlippersWall Street Journal
- Squeezing Realtors Is Just What the Housing Market NeedsBloomberg
- Consumer advocates — and even some Realtors — hail NAR settlement: 'We've opened up the entire industry to competition'CNBC
- Biden signs $1.2 trillion spending packageCNBC
- The hidden costs of Biden’s steel protectionismEconomist
Europe
- German Business Sentiment ImprovesWall Street Journal
- Britain is the best place in Europe to be an immigrantEconomist
Japan
- Japan’s Consumer Inflation Picked Up in FebruaryWall Street Journal
- Why Japan’s economy remains a warning to othersEconomist
China
Geopolitics & trade
- Brazil’s intrusion on US soy exports to China somewhat mimics trade-war eraReuters
- Relations between Japan and South Korea are blossomingEconomist
- U.S.-China Decoupling Poses Supply-Chain Risks for Drug CompaniesWall Street Journal
- China told it faces 'fork in the road' as officials meet CEOsReuters
- World Bank to share more data to attract private investors to developing countriesReuters
Industries & companies
- Autos:Chrysler-Parent Stellantis Laying Off About 400 Salaried Employees in U.S.Wall Street Journal
- Media:The Odd Couple Steering Netflix Through a ComebackWall Street Journal
- Pharma:New funds target weight loss, Big Tech hype: Roundhill InvestmentsCNBC
- Pharma:Amgen aims to enter weight loss drug market with a new approachCNBC
- Pharma:Weight loss drug cost: How much people are willing to spendCNBC
- Tech:Big Tech’s Latest Obsession Is Finding Enough EnergyWall Street Journal