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What I Am Reading

Monday, July 1, 2024

Markets

Commodities & currencies

This Metal Is a Hot AI Play. It’s Beating Gold and the Stock Market.Barron's
Oil Stocks Are the Perfect Antidote to Nvidia and the Rest of Big TechBarron's
It’s Home-Building Season, but No One Is Buying LumberWall Street Journal

Central banks

There’s a New Mr. Yen in Town. The Fed's Jerome PowellBloomberg
Fed’s Rate-Cut Delay Won’t Hold Back the Tide of Global EasingBloomberg
Fed’s Daly Says Latest Data Show Monetary Policy Is WorkingBloomberg
No One Really Knows How Interest Rates WorkThe Atlantic

US

US inflation cools in May, boosting hopes of Fed rate cutReuters
US Employment Seen Moderating Along With Wage GrowthBloomberg
Jobs Data May Be Stronger Than It LooksBarron's
Even a Slowly Cooling Labor Market Often Ends With a RecessionWall Street Journal
Why Joe Biden won’t goEconomist
Democrats defend Biden after debate flop as voter support flinchesCNBC

Europe

Geopolitics & trade

How Iran Defied the U.S. to Become an International PowerWall Street Journal

Industries & companies

Banks:More Bank Failures Are Coming. Bailouts Are Just Part of the Normal Cycle.Barron's
Banks:Top U.S. banks hike dividends after sailing through Fed's stress testReuters
Commercial Real Estate:Joseph Pell Lombardi, Turning Offices Into ApartmentsNew York Times
Media:'Inside Out 2' tops $1 billion at global box office, first since 'Barbie'CNBC
Tech:Amazon, Built by Retail, Invests in Its AI FutureWall Street Journal

Corporate finance

CLOs Have Too Much Money and Are Running Out of Things to BuyBloomberg

Artificial Intelligence & Technology