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What I Am Reading

Tuesday, April 23, 2024

Markets

Energy

Central banks I

To fight inflation, we should look for ways beyond the Fed’s policiesThe Hill
Eurozone Growth Gap With U.S. Points to Central-Bank DivergenceWall Street Journal
ECB Will Consider Fed’s Progress When Deciding on Rate Cuts, De Guindos SaysWall Street Journal

Central banks II

Japan Is ‘Very Close’ to Intervention, Ex-Forex Chief SaysBloomberg
Japan issues strongest warning yet on readiness to intervene in currency marketReuters
BOJ’s Ueda Reiterates Possibility of Rate Hike if Inflation Rises as ExpectedWall Street Journal
BOE Chief Economist Pill Says Key Rate Cut Is Some Way OffWall Street Journal

US

Inflation Reduction Act home energy rebates may arrive soonCNBC

Global I

Euro zone business in services-led bounce in April, PMI survey showsReuters
China’s Economy Is ‘Failing,’ U.S. Indo-Pacific Commander SaysWall Street Journal
Singapore’s Inflation Unexpectedly Cools to Over Two-Year LowWall Street Journal

Global II

Geopolitics & trade

U.S. Takes Aim at Chinese Banks Aiding Russia War EffortWall Street Journal
Germany Detains Lawmaker’s Assistant in Fourth Suspected China Spying Arrest This WeekWall Street Journal

Industries & companies

Autos:China's EV strategy of going small and cheap to pay big dividends in AsiaReuters
Autos:Tesla's Cybertruck recall is par for the costly course for Elon MuskMSNBC
Autos:UAW VW organizing drive: What investors should knowCNBC
Communications services:Google search boss Raghavan warns employees of 'new operating reality'CNBC
Tech:Apple iPhone Sales Slump in China Amid Huawei’s ComebackWall Street Journal