What I Am Reading
Saturday, April 27, 2024
Markets
Credit & commodities
- Emerging Market Bonds Are Catching Wall Street’s Eye. What the Attraction Is.Barron's
- It’s Been a Volatile Year for Bonds. That’s All Over Now.Barron's
- US bond price slide puts buyers to the testReuters
- Gold Prices Have Gone Gangbusters. Retirement Savers Shouldn’t Get Carried Away.Barron's
- Gold Continues to Boom. The Major Buyer: Emerging Central BankersBarron's
Central banks
- All data shows inflation isn't going away, making things tough on FedCNBC
- PCE inflation March 2024: Key Fed inflation measure rose 2.8%CNBC
- Macron dig at ECB remit may jar bond investor nervesReuters
- Bank of Japan Holds While US Inflation Won’t Let UpBloomberg
- Japan's Yen Drops Beyond 157 Per Dollar as BOJ Keeps Key Rate UnchangedBloomberg
US
- The U.S. Economy Has a Secret Weapon. It Is Keeping a Recession at Bay.Barron's
- Americans worry changes to retirement system will upend their plansCNBC
- Wealth gap between millennials spurs a new class warCNBC
- Why Rising Stocks, Home Prices are Leaving Young Americans BehindWall Street Journal
- Millions of American Kids Are Caregivers Now: ‘The Hardest Part Is That I’m Only 17’Wall Street Journal
- How Realtors Tamed a Wild Market and Created a Lucrative MonopolyBarron's
China
India
Geopolitics & trade
- China’s ties with Russia are growing more solidEconomist
- Israel and Hezbollah Flirt With Dangerous Mideast EscalationWall Street Journal
Industries & companies
- Airlines:American Airlines cuts some international flights citing Boeing delaysCNBC
- Autos:Tesla Autopilot linked to hundreds of collisions, has 'critical safety gap': NHTSACNBC
- Autos:Daimler Truck reaches deal with United Auto Workers, averts U.S. strikeCNBC
- Banks:US regulators seize troubled lender Republic First, sell it to Fulton BankReuters
- Chips:U.S. chipmaker Intel was once dominant, now struggles to stay relevantCNBC
- Consumer:Kraft Heinz’s CEO Is a Health Nut. Can He Remake a Processed-Food Giant?Wall Street Journal
- Energy:Exxon and Chevron Earnings Fall Back to EarthWall Street Journal
- Energy:Exxon working on direct air capture but costs need to fallCNBC
- Financials:Warren Buffett Built Berkshire. What Happens When He’s No Longer There?Barron's
- Materials:Buy Albemarle Stock. It Could Rally as Lithium Prices Firm Up.Barron's
- Real Estate:You Know LVMH for Its Luxury Bags. It’s Also a Titan of Real Estate.Wall Street Journal
- Tech:It’s Time to Expand Beyond Big Tech Stocks, This Expert Says. Where to Look.Barron's
- Tech:AI’s Next Winners Aren’t Just Tech. Walmart, JPMorgan Chase, and Other Stocks to Watch.Barron's
- Tech:Tech Spending Still Proves Thorny for Some Advertising CompaniesWall Street Journal
Artificial Intelligence
- Investors Cheer AI Spending Boom in Big Tech—Just Not at MetaWall Street Journal