What I Am Reading
Monday, July 22, 2024
Markets
- Stocks Outside of Big Tech Fuel Hopes of Another Leg of Bull RunBloomberg
- Stocks Could Stay Really Expensive. The Asset Class This Top Advisor Likes.Barron's
- Euphoric markets are ignoring growing political risksEconomist
- How to Invest for a Trump-Vance WinBarron's
- Investors react to Biden pulling out of presidential raceReuters
- Bond Markets Are Haunted by Bigger Debt Loads and Erratic PoliticsBloomberg
Central banks
US politics I
- Joe Biden Drops Out of 2024 Presidential Race; Endorses Kamala HarrisWall Street Journal
- 'Ludicrous': Donors leave call with Kamala Harris frustrated and annoyedCNBC
- VP Kamala Harris and Democratic donors discuss 'urgent, emerging needs' in the race, with Biden campaign in crisisCNBC
- Republicans call on Biden to resignCNBC
US politics II
US
- American Borrowers Are on Shakier Ground. These Charts Show Why.Wall Street Journal
- Why Americans Aren’t Having BabiesWall Street Journal
- Come Make $100,000, the Billboard Says: Police Departments Are Hustling For RecruitsWall Street Journal
Japan
- Japan’s strength produces a weak yenEconomist
China
- Xi Vows to Rewire Finances, Help Indebted LocalitiesBloomberg
- Xi Jinping is trying to love-bomb China’s entrepreneursEconomist
- Feared in the West, China’s Manufacturers Struggle at HomeWall Street Journal
- China's commodity import trend driven by prices, not economyReuters
- After three years of exports China is now short of leadReuters
Emerging
Geopolitics
Industries & companies
- Aerospace:Boeing on path to 'transformational change,' commercial jet CEO saysCNBC
- Aerospace:Boeing’s Most Relatable Problem: Finding a Parking SpotWall Street Journal
- Financials:Bank Stocks Celebrate Return of M&A, Ignore the Health of the ConsumerBarron's
- Financials:US regulator privately finds weak risk-management at half of large banks, Bloomberg reportsReuters
- Tech:Chips and Taiwan Are a New Cloud for Tech EarningsWall Street Journal