What I Am Reading
Monday, April 1, 2024
Markets
- Dow drops more than 250 points to start second quarter as Treasury yields jumpCNBC
- Nasdaq jumps on megacap gains as softening inflation fans rate cut hopesReuters
- The Stock Market’s Magnificent Seven Is Now the Fab FourWall Street Journal
- US equity funds see fifth straight week of inflowsReuters
- Value Is Down but Not Out. Get Ready for a Comeback.Barron's
- China Stocks Rise as Manufacturing Grows. Don’t Bet on an Economic Rebound Yet.Barron's
- Gold prices hit new record high on Fed cut expectationsCNBC
Energy
Central banks
- Fed’s Favored Inflation Gauge Rose to 2.5% in FebruaryWall Street Journal
- Inflation Victory Is Proving Elusive, Challenging Central Banks and MarketsWall Street Journal
- Bank of Japan Tankan Survey Shows Mixed Results Amid Rate-Hike SpeculationWall Street Journal
US
- US manufacturing sector grows for the first time in 1-1/2 yearsReuters
- Kansas City Fed Services Activity Index Rises at Slower Pace in MarchWall Street Journal
- California’s Crazy ‘Fast Food’ Minimum Wage Takes EffectWall Street Journal
- How Gen Z Is Becoming the Toolbelt GenerationWall Street Journal
Global
- China Gauge Shows Expansion in Factory ActivityWall Street Journal
- South Korean Export Growth Continued in MarchWall Street Journal
- India's Vistara cuts flights to deal with pilot shortageReuters
Geopolitics & trade
Industries & companies
- Airlines:United asks pilots to take unpaid time off, citing Boeing delaysCNBC
- Consumer:Buy Hershey Stock. It’s Cocoa Problem Will Go Away.Barron's
- Cruises:Cruise Demand Is Hot. Viking Will Give Investors a New Way to Play It.Barron's
- Logistics:UPS to become USPS's primary air cargo provider, replacing FedExCNBC
- Materials:US looks to reboot aluminium sector with a new smelterReuters
- Media:Disney CEO race: Dana Walden could defy critics and make historyCNBC
- Pharma:Why Ozempic Doesn’t Help Some People Lose WeightWall Street Journal
- Pharma:Teva, Viatris win new chance to challenge J&J schizophrenia drug patentReuters
- Tech:Google Pledges to Destroy Browsing Data to Settle ‘Incognito’ LawsuitWall Street Journal
- Tech:Micron Is Best-Performing Stock in S&P 500 on MondayBarron's