What I Am Reading
Monday, July 8, 2024
Markets
- S&P 500, Nasdaq notch record highs with inflation data, earnings in focusReuters
- Euro zone investor morale drops, breaking streak of gains in "setback"Reuters
- French stocks turn higher, risk premium steady as investors process election resultReuters
- Where Have All the Good Stocks Gone?Wall Street Journal
- Japan’s $1.5 Trillion Pension Whale to Trigger Waves in Stocks, CurrenciesWall Street Journal
- Oil slips as Gaza talks ease supply worries, Hurricane Beryl in focusReuters
Central banks
US
- Treasury Yields Rise as Political Turmoil Meets Fiscal WorriesBarron's
- Democratic power players propose plan for Biden exit, 'blitz primary'CNBC
- Why Biden must withdrawEconomist
- Biden Tells Democrats He Is ‘Running This Race to the End’Wall Street Journal
- How J.D. Vance Rocketed Onto Trump’s VP ShortlistWall Street Journal
- ‘We’re Not Dead Yet.’ Baby Boomers’ Good Times Drive the Economy.Wall Street Journal
Europe
French elections
- Macron Loses as the Left Rises in FranceWall Street Journal
- Macron Has No One Who Can GovernBloomberg
- France's far-left Jean-Luc Mélenchon wants left to lead governmentCNBC
- Deeply Divided France Risks Unprecedented Deadlock After Election ShockWall Street Journal
- In France, Investors Get the Centrist Limbo They WantedWall Street Journal
Geopolitics & trade
- India PM Narendra Modi meeting Russian President Vladimir Putin in MoscowCNBC
- Shein wants to build supply chain giant, some fear China cyber spyingCNBC
- Foreign Carmakers Fight to Survive in China as Market Share DwindlesWall Street Journal
- Why NATO Allies are Worried About Trump Winning US ElectionBloomberg
Industries & companies
- Aerospace:Boeing to plead guilty to criminal fraud charge stemming from 737 Max crashesCNBC
- Airlines:Airline profits lag even as travel demand breaks recordsCNBC
- Banks:Bank Earnings Hold the Key to More Stock Market GainsBarron's
- Commercial Real Estate:Property Fraud Allegations Snowball as Commercial Real-Estate Values FallWall Street Journal
- Consumer discretionary:Amazon Saks Deal Makes More Sense Than Competing With Temu, SheinBloomberg