What I Am Reading
Friday, August 2, 2024
Markets
- Markets are clamoring for the Fed to start cutting soon: 'What is it they're looking for?'CNBC
- Stocks slump in August kick-off as data reignites slowdown worriesReuters
- Wall Street 'fear gauge' jumps to three-month high as stocks resume slideReuters
- Bond Traders Are Fully Pricing In Three Fed Rate Cuts This YearBloomberg
Central banks
- September Interest-Rate Cut Would Thrust Fed Into Brutal Election CampaignWall Street Journal
- Bank of England Cuts Interest Rates After Fed Held OffWall Street Journal
US
- Productivity Surges 2.3%, Beating ForecastsNew York Times
- Underconsumption is trending among the younger generationThe Week
- After Years of Raising Prices, Food Companies Hit Consumers’ LimitsWall Street Journal
- The Haves and Have-Nots at the Center of America’s Inflation FightWall Street Journal
US politics
Global
Geopolitics & trade
- Venezuela Election Crackdown Puts Brazil's Lula in Middle of Global DisputeBloomberg
- Brazil, Mexico and Colombia call for Venezuela to release full vote talliesReuters
- EU warns Hungary over easing of visa rules for RussiansReuters
- Putin's Trader: How Russian hackers stole millions from U.S. investorsCNBC
Industries & companies
- Consumer:Amazon Earnings: Shares Slide as Spending Surges and Revenue Outlook DisappointsWall Street Journal
- Media:Meta’s Ad Strength Gives Its AI Spending Some CoverWall Street Journal
- Tech:Lessons from History's Technology Booms - The Intellectual Investor