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What I Am Reading

Friday, August 16, 2024

Credit

Central banks

Political uncertainty may prod BOJ to pause, but not end, rate hike pathReuters
RBA Gov. Bullock Continues to Rule Out Near-Term Interest Rate CutsWall Street Journal
Philippines Central Bank Cuts Rates First Time in Nearly Four YearsWall Street Journal

US

US politics

China

Fresh Data Shows China’s Economy Stuck in DoldrumsWall Street Journal

Europe

Europe’s economic growth is extremely fragileEconomist
Can This Country Show Europe How to Compete Again?New York Times

Geopolitics & trade

Can Donald Trump’s Iron Dome plan keep America safe?Economist
The Real Story of the Nord Stream Pipeline SabotageWall Street Journal

Industries & companies

Autos:The dark side of the EV revolution: Road taxesPolitico
Materials:U.S. Battery Rush Spurs $1.4 Billion Sodium-Ion Factory in North CarolinaWall Street Journal
Retail:Walmart Is on a Winning StreakWall Street Journal

Corporate finance

Foxconn Building an Electric Car Factory Next to Where It Makes iPhonesNew York Times

Beyond markets

Talent is scarce. Yet many countries spurn itEconomist