What I Am Reading
Friday, July 5, 2024
Markets
- World stocks at record high, UK Labour landslide and US payrolls hog spotlightReuters
- Wall Street Bids Adieu to Its Biggest BearWall Street Journal
- Gen Z Is Taking Too Much Risk in the MarketsManhattan Institute
Credit & commodities
- Bond market re-focus on US elections throws wrench into 2024 rally hopesReuters
- 10-year Treasury yield falls after unemployment rate risesCNBC
- Rachel Reeves Need Not Fear the Bond VigilantesBloomberg
- WTI on pace for fourth straight weekly gainCNBC
- Tin outperforms as broader base metals rally faltersReuters
Central banks
- PBOC Readies Hundreds of Billions of Yuan Bond Sale CapacityBloomberg
- China’s Central Bank Borrows ‘Hundreds of Billions’ of Yuan in Government BondsWall Street Journal
- Fed Officials Signaled No Hurry to Cut RatesWall Street Journal
- Fed’s Williams Says Inflation Job Not Done Despite ProgressBloomberg
- Yellen's optimism on Fed's 2025 inflation target questionedThe Hill
US
US politics
- Biden Sits for Interview to Try to Bounce Back From Debate DebacleWall Street Journal
- Joe Biden: Democratic donors say they won't finance party until he drops outCNBC
- Jill Biden’s Dilemma: Is Pressing Ahead Still the Loving Thing to Do?Wall Street Journal
- Democrats’ Economic Message Was Always a Hard Sell. Now It Has a Wounded Salesman.Wall Street Journal
- One Obstacle for Trump’s Promises: This Isn’t the 2016 EconomyNYT
- 2024 Presidential, Senate and House Election ForecastsWall Street Journal
UK
- What a new Labour government means for investing in the UKCNBC
- The U.K. Elects Keir Starmer, a No-Drama Prime Minister, After Years of Post-Brexit ChaosWall Street Journal
- Who is Labour's Keir Starmer, the new leader of Britain?CNBC
- What Will New Labour Government Do in Power? Keir Starmer’s Policy PlansBloomberg
- UK election 2024: Britain looks to Left while much of Europe embraces RightCNBC
Germany & France
Japan
China
Geopolitics & trade
- Israel-Hezbollah war risk rises. Can Iron Dome be overrun?CNBC
- Putin's Hungarian ally Orban draws EU ire over 'peace mission' to MoscowCNBC
- Only China Can End the War in Ukraine, Finland’s President SaysWall Street Journal
- China Is Finally Starting to Do Something About the U.S. Fentanyl CrisisWall Street Journal
- Is Xenophobia on Chinese Social Media Teaching Real-World Hate?NYT
- EU Confirms Tariffs on Chinese-Made EVsWall Street Journal
Industries & companies
- Pharma:Novo Nordisk weight loss drugs linked to rare eye condition: studyCNBC
- Real Estate:Apartments Could Be the Next Real Estate Business to StruggleNYT
- Retail:Costco, Sam’s Club Tempt Gen Z Adults Ready to Buy in BulkWall Street Journal
- Tech:Musk’s X Risks Fine as EU Steps Up Crackdown on Big TechBloomberg
- Tech:Samsung Electronics Expects Surge in Second-Quarter ProfitWall Street Journal
- Tech:Hynix’s 90% Share Gain Is Just Getting Started for Goldman, CitiBloomberg