What I Am Reading
Friday, May 17, 2024
Markets
Central banks
China
- China Is Finally Getting Serious About a Housing RescueWall Street Journal
- China's Housing Crash Could Set Back Millions of Promising CareersBloomberg
- China Consumption and Investment Slow UnexpectedlyWall Street Journal
Europe
- Italy May Have Europe’s Biggest Debt in Three YearsBloomberg
- PIGS Are Flying Again. Can they Stay Aloft?Wall Street Journal
- France Rushes Reinforcements to Riot-Stricken New CaledoniaWall Street Journal
Japan
Taiwan
US
- America Is Still Headed for a Soft LandingWall Street Journal
- The Medicare Bubble Has BurstWall Street Journal
- What Stagflation?ritholtz.com
Geopolitics & trade
- Congress must move to stop Beijing from making US rely on Chinese firmsNY Post
- Opinion | Is TikTok Chinese ownership a U.S. national security issue? Come on.Washington Post
- EU probes into Chinese subsidies and importsReuters
- Russia says US 'playing with fire' in 'indirect war' with MoscowReuters
- Putin to push growing Moscow-Beijing trade in China's northeastReuters
- Spain to recognise Palestinian state together with other countriesReuters
Industries & companies
- Pharma:Weight-Loss Drugs Like Wegovy Protect Heart HealthBloomberg
- Pharma:Walgreens, CVS Rethink Pharmacy to Turn Around Drugstore BusinessBloomberg
- Retail:Retailers’ Shelves Are Attractive Again. At Least for Skechers.Wall Street Journal
- Retail:Walmart bubble due to high-income grocery spending, warns Bill SimonCNBC