What I Am Reading
Monday, May 20, 2024
Markets I
Markets II
Central banks I
Central banks II
- Global Rate Cuts: Slowing Inflation Primes G-7 Central Banks for JuneBloomberg
- ECB’s Bostjan Vasle Open to Possibilities After ‘Reasonable’ June Rate CutBloomberg
- Serene euro debt markets still leave ECB queasyReuters
- Bank of Japan May Raise Interest Rates as Soon as June, Ex-Chief Economist SaysBloomberg
US
China
- Too Big or Not Enough? China Housing Bailout Treads a Fine LineWall Street Journal
- China’s Housing Rescue Is Too Small to End Crisis, Analysts SayBloomberg
- China Sees Uneven Recovery With Surprise Consumer Spending SlowdownBloomberg
- How China’s Retirement Crisis Is Contributing to Weak ConsumptionBarron's
- China’s youth are rebelling against long hoursEconomist
Europe
Mexico
Geopolitics & trade I
- America’s 100% tariffs on Chinese EVs: bad policy, worse leadershipEconomist
- Stock Trader’s Guide to Navigating Fresh US Tariffs on ChinaBloomberg
- Xi Jinping is subtler than Vladimir Putin—yet equally disruptiveEconomist
- The Xi-Putin partnership is not a marriage of convenienceEconomist
- The Limits in China’s ‘No Limits’ Russia PartnershipBloomberg
- Italy's foreign ministry to discuss Russian action against Unicredit on MondayReuters
Geopolitics & trade II
Industries & companies
- Tech:The 84-Year-Old Man Who Saved NvidiaWall Street Journal
Artificial Intelligence
- AI Created an Avatar of a Barron's Reporter. He Opened Pandora's Box.Barron's
- The AI Pork Barrel ArrivesWall Street Journal
Beyond markets
- Iran Says Helicopter Carrying President Raisi Is Missing After ‘Difficult Landing’Wall Street Journal
- Cathie Wood Says Tesla’s Elon Musk Is Saving the World. Fed’s Powell? Not So Much.Barron's
- A Teacher Did All He Could to Keep Kids Off Phones. He’s Quitting in Frustration.Wall Street Journal
- Fed’s Powell Urges Law Grads to ‘Think Beyond Yourselves’Bloomberg