What I Am Reading
Thursday, July 18, 2024
Markets
- Wall Street falls as investors look beyond megacap sharesReuters
- Rotation trade takes small caps from dead money to Wall Street darlingsReuters
- For stocks, is AI the Emperor's new clothes?Reuters
- Euro lower after ECB stands pat, dollar climbs after dataReuters
- Explainer: What are Japan's tactics based on latest suspected intervention?Reuters
Central banks
- Why the Fed Should Cut Rates Now—Not Wait Until SeptemberWall Street Journal
- European Central Bank holds rates, says domestic price pressures highCNBC
- ECB Keeps Rates Steady, Pausing Divergence With FedWall Street Journal
- U.K. Wages Ease in Encouragement for Bank of EnglandWall Street Journal
US
- Where Do Economists Think We’re Headed? These Are Their PredictionsWall Street Journal
US politics I
- How Trump Won Back Complete Control of the GOPWall Street Journal
- What It Would Take to Deport Millions of ImmigrantsNew York Times
- JD Vance blames U.S. wage losses on China building its middle classCNBC
- Top Democrats Turn Screws on BidenWall Street Journal
- Joe Biden Tests Positive for Covid-19, Cancels SpeechWall Street Journal
US politics II
Europe
- EU’s Von der Leyen Wins Second Term, Seeking Political Calm Amid TurmoilWall Street Journal
China
- China’s Leaders Point to Economic Threats but Show No Sign of Changing TackWall Street Journal
Japan
- Japan Exports Rose in June But Softening Global Demand Clouds OutlookWall Street Journal
Geopolitics & trade
- Germany to slash military aid budget in blow to UkraineCNBC
- Ukraine's Zelenskyy hits out at self-appointed peace negotiator OrbanCNBC
- Ukraine rushes to create AI-enabled war dronesReuters
- Prospect of Trump’s Return to Dominate European Security SummitWall Street Journal
- Why China Is So Interested in KazakhstanNew York Times
Industries & companies
- Autos:‘Loophole’ may get you a $7,500 tax credit for leasing an EVCNBC
- Consumer:Amazon Prime Day: U.S. online sales climb to record $14.2 billionCNBC
- Financials:Goldman Sachs Opens Up an Investment Strategy Once Reserved for the WealthyWall Street Journal
- Media:Penn lays off about 100 employees as it focuses on ESPNBet growthCNBC
- Retail:Why outlet malls are struggling against Amazon and SheinCNBC
- Retail:Costco sells 'apocalypse bucket' with food that lasts 25 yearsCNBC
- Tech:TSMC Raises Outlook as Profit Beats Estimates on Surging Chip DemandWall Street Journal
Artificial Intelligence
Corporate finance
- Ford to Invest $3 Billion in Canada to Boost F-Series Pickup ProductionWall Street Journal
- Exclusive | Meta in Talks to Buy Stake in Eyewear Giant EssilorLuxotticaWall Street Journal
Beyond markets
- For Trump’s Biggest Fans, the Assassination Attempt Makes for a Great ShirtWall Street Journal