What I Am Reading
Saturday, May 4, 2024
Markets
- Stocks, Treasuries Swing on Conflicting Economic DataBloomberg
- S&P 500 Rally: Souring Profit Outlooks Threaten S&P 500 Index 20% GainBloomberg
- Stock Market Predictions 2024: Barron’s Big Money Poll Sees a 10% ClimbBarron's
- Make No Mistake—the Fed Isn’t the Market’s Friend. The S&P 500 Will Lose Steam.Barron's
- Yields May Be Peaking. Housing Stocks Could Get a Boost.Barron's
- Money markets, CDs as next target for ETFsCNBC
Currencies
Energy & renewables
Central banks I
Central banks II
US
- The Jobs Report Was Nearly Perfect. Here’s 1 Potential Problem for Stocks.Barron's
- Here's where the jobs are for April 2024 — in one chartCNBC
- The Economic Slowdown Is Finally Here. Welcome It.Wall Street Journal
- IT Unemployment Rate Falls Slightly Amid Broader Hiring SlowdownWall Street Journal
- America’s reckless borrowing is a danger to its economy—and the world’sEconomist
Global
- Emmanuel Macron’s urgent message for EuropeEconomist
- Eurozone Jobless Rate Remains at Record LowWall Street Journal
- Japan and South Korea are struggling with old-age povertyEconomist
- China mulls a bold test of taxation without representationEconomist
- Even disillusioned young Indian voters favour Narendra ModiEconomist
Geopolitics & trade
Industries & companies
- Autos:EV Makers Get Two-Year Reprieve on Tax-Credit RestrictionsWall Street Journal
- Banks:‘Too Big to Fail’ Banks Have Unfair Advantage, CFPB Chief SaysBloomberg
- Retail:Retailers Shake Up Self-Checkouts to Curb Irritation—and TheftWall Street Journal
- Retail:Starbucks Is Running Out of Americans to Drink Its Expensive CoffeeWall Street Journal
- Retail:Star Wars was the first Lego license — 25 years later, it's stronger than everCNBC