What I Am Reading
Saturday, July 20, 2024
Markets I
- Dow tumbles more than 370 points, S&P 500 posts worst week since April as investors dump big techCNBC
- Wall St ends volatile session lower in aftermath of global tech outageReuters
- Tech Stocks Have Fallen Out of Favor. Why They’ll Bounce Back Soon.Barron's
- The Small-Cap Stock Boom Is Overdue. This Fund Is Ready.Barron's
- Wall Street’s Great Rotation Trade Is Stirring Up Hedging MarketBloomberg
Markets II
Central banks
- Canadian Retail Sales Drop, Widening Door to Further Rate CutsWall Street Journal
US
- White House Raises US Growth, Inflation Projections for 2024Bloomberg
- The ultra-wealthy just gained $49 trillion in wealth thanks to stocksCNBC
- Nine More Democrats Join Chorus Calling on Biden to Drop OutWall Street Journal
- VP Kamala Harris and Democratic donors discuss 'urgent, emerging needs' in the race, with Biden campaign in crisisCNBC
Europe
- Balance of Power in France’s National Assembly Tilts Toward MacronWall Street Journal
China
Emerging
Geopolitics & trade
- EU Set to Impose Tariffs on Chinese Biofuels in Anti-Dumping ProbeWall Street Journal
Industries & companies
- Airlines:Even Warren Buffett Can’t Win With Airline StocksBarron's
- Pharma:GLP-1 Concerns Clobbered This Healthcare Stock. It’s Time to Buy.Barron's