What I Am Reading
Friday, April 5, 2024
Markets
- Stocks Drop After Fed Officials Cast Doubt on Rate CutsWall Street Journal
- S&P 500 Falls 1% as Oil Jump Spurs Flight to BondsBloomberg
- Dow closes 500 points lower, its 4th straight losing session and worst day since March 2023CNBC
- What Does the Breadth of the Nasdaq’s Bull Run Tell Us? To Be WaryWall Street Journal
- Money-Market Cash Rises to Fresh All-Time High With Fed on HoldBloomberg
- Ron Insana: Why Treasurys aren’t under strain even as the U.S. deficit is risingCNBC
- Bond volatility key to scale of equity pullbacksReuters
Currencies & commodities
Central banks
- Fed’s Kashkari Floats Possibility of No Rate Cuts This YearBloomberg
- Fed Latest: Mester Says Fed Close to Confidence Level for CutsBloomberg
- Powell Says Fed Has Time to Assess Data Before Deciding to CutBloomberg
- The Fed Is Wrong About How Low Interest Rates Will GoBloomberg
- Long Shadow of Fed to Fall on ECB After Lagarde’s First CutBloomberg
- BOJ's Ueda signals chance of rate hike if yen moves affect prices, Asahi reportsReuters
US I
US II
- What’s Wrong With the U.S. Economy? It’s You, Not the DataWall Street Journal
- US manufacturers emerge from slump, set to boost fuel useReuters
- US Homeowners See Biggest Property Tax Rise in Five YearsBloomberg
- How Far $100 Goes at the Grocery Store After Five Years of Food InflationWall Street Journal
- A million simulations predict a dire ending to America’s debt problemCreditnews
Global
Geopolitics & trade
- Israel-Hamas War: Biden Tells Netanyahu US Support Tied to Protecting CiviliansBloomberg
- Biden Urges Immediate Gaza Cease-Fire in Call With Israel’s NetanyahuWall Street Journal
- A New Era of U.S.-Japan RelationsWall Street Journal
- Huawei Sanctions-Evasion Trial Pushed to 2026 After Settlement Negotiations FizzleWall Street Journal
Industries & companies
- Autos:Sorry, But Joe Biden Can't Build Your EV ChargerBloomberg
- Banks:Goldman Sachs (GS) Marcus Cuts High-Yield Savings Rate to 4.4% From 4.5%Bloomberg
- Commercial Real Estate:Amazon resumes building Seattle suburb tower after yearslong hiatusCNBC
- Logistics:New CSX Baltimore crisis rail delivers first diverted cargo shipmentsCNBC
- Retail:Retailers like Peloton, Saks, Express are late on vendor billsCNBC
- Tech:Meta rises to record after Jefferies, RBC analysts raise price targetsCNBC