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What I Am Reading

Monday, July 15, 2024

Markets

Markets expected to get a short-term boost after Trump survives shootingCNBC
Stocks Climb as Election Volatility Jitters FadeBloomberg
Stock Dudes Risk a Market WipeoutWall Street Journal

Credit

Bond Yields Rise After Trump Assassination Attempt, But Investors Still Betting on Rate CutsBarron's
Interest Rates Will Start to Fall as Inflation Does. That’s an Opportunity for Bond Investors.Barron's

US

The big change that could come for the economy in SeptemberCNN
Has Inflation Gone Down? Not for This Product. - Barron'sBarron's
Big Companies Get Boost in Tax DisputesWall Street Journal

US politics

Trump Rally Shooting: A Visual Timeline of How the Assassination Attempt UnfoldedWall Street Journal
Shots Fired, Elon Musk Heard a Call: Donald TrumpWall Street Journal
Trumponomics would not be as bad as most expectEconomist
Trump Classified Documents Case Is Dismissed. DJT Stock Rises.Barron's

Europe

Europe’s biggest debt-collector has a debt problemEconomist
Germany’s debt brake and the art of fantasy budgetingEconomist
The French far right may not have peakedEconomist

China

China’s Economy Is in Trouble. Xi Jinping Has Other Priorities.Wall Street Journal
Trillions in Hidden Debt Drove China’s Growth. Now It Threatens Its Future.Wall Street Journal

Geopolitics & trade

China views America’s presidential nightmare with mirth—and disquietEconomist
Europe prepares for a mighty trade warEconomist
How China and Russia could hobble the internetEconomist
Rare-Earth Prices Are in the Doldrums. China Wants to Keep Them That Way.Wall Street Journal

Corporate finance

Zero to Billions: The Startup on the Verge of the Biggest Tech Exit in YearsWall Street Journal