What I Am Reading
Monday, June 3, 2024
Markets
- Investors May Be Too Optimistic. The Stock Market Drop Could Just Be Getting Started.Barron's
- Sinking Profits Bring Reality Check to AI-Driven Rally in Emerging Market StocksBloomberg
- Software stocks got pummeled this week on troubling earnings reportsCNBC
- The Great Bond Bull Market Began in 1984. Is a Reverse in the Cards?Barron's
- Where to Find 7% Yields on Preferred StockBarron's
- The Market Is Packed with ‘Pain Trades.’ How to Avoid Getting Hurt.Barron's
Commodities
Central banks
- When Will the Fed Cut Interest Rates? Don’t Plan on This Year.Barron's
- The Fed Might Soon Have to Worry About More Than Just InflationWall Street Journal
- Eurozone Inflation Rises as ECB Considers Rate-Cut PathWall Street Journal
US
Global
- Mexico historic election largely overshadowed by violenceCNBC
- Mexico After AMLO: A One-Party State?Wall Street Journal
- China’s Strategy to Use Factories to Revive Growth Begins to Show CracksWall Street Journal
- South Korea’s Exports Extend Growth For Eighth Month in MayWall Street Journal
- Italy braces for record wave of tourists, but is having trouble handling themCNBC
- Canada GDP Growth Picks Up in 1Q But Pace Lags ExpectationsWall Street Journal
- The three women who will shape EuropeEconomist
- What penny-pinching baby-boomers mean for the world economyEconomist
Geopolitics & trade
- China's Dong Jun warns Taiwan separatist forces face 'self-destruction'CNBC
- Ships Diverted From Red Sea Send Ripple Effects Across the GlobeBloomberg
- Some Taiwanese worry that their lawmakers may sell them out to ChinaEconomist
- Zelenskyy accuses China of helping Russia to disrupt peace summitCNBC
- How Israel Avoided Biden’s Red LineWall Street Journal
- Japan and South Korea are getting friendlier. At lastEconomist
- Japanese businesses are trapped between America and ChinaEconomist
Industries & companies
- Banks:Global Banks Start Targeting CRE Emissions RiskBloomberg
- Retail:Asics Stock Catches Fire Along With Its Dad SneakersWall Street Journal
- Retail:5 Takeaways from Retailers’ Latest EarningsBarron's
- Telecom:Europe’s Telecoms Are Looking Beyond 5G and Debt. 5 Value Stocks.Barron's