What I Am Reading
Saturday, August 24, 2024
Markets
- Stocks surge while Treasury yields, dollars retreat after Fed signals lower ratesReuters
- Wall St Week Ahead 'Super Bowl' Nvidia earnings stand to test searing AI tradeReuters
- Jerome Powell’s Pivot Fuels an All-Conquering Wall Street RallyBloomberg
- US bonds: 10-year Treasury yield slides after Powell remarks point to Fed rate cutsCNBC
- China’s Top Consumer Earnings Show Stocks Recovery Is a Ways OffBloomberg
Central banks
- Fed Chair Powell indicates interest rate cuts ahead: 'The time has come for policy to adjust'CNBC
- Markets now wonder if the Fed might cut by half a point in SeptemberCNBC
- Major Central Banks Now Aligned as Powell Signals Fed Cuts AheadBloomberg
- BOJ Governor Reaffirms That Rate Hikes Are on the TableWall Street Journal
- IMF sees scope for Bank of Japan to keep raising ratesReuters
- ECB’s Holzmann Says September Cut Isn’t ‘Foregone Conclusion’Bloomberg
Energy
US
US politics I
- Harris and Trump Avoid Detailed Policies in Favor of Big IdeasWall Street Journal
- Kamala’s Bait-And-Switch: Progressivism For SocialismI&I
- Are You Willing to Pay $5 Trillion for Kamala Vibes?Wall Street Journal
- Behind Harris’s New Mantra: ‘The Opportunity Economy’Wall Street Journal
- Can the G.O.P. Really Become the Party of Workers?New York Times
US politics II
Europe
- French Manufacturing Optimism Improves, Despite Weak ProspectsWall Street Journal
- U.K. Consumers Feel Flusher But Still Harbor Doubts on Economy, Survey ShowsWall Street Journal
Geopolitics & trade
Industries & companies
- Media:Podcasts Used to Be Ad-Light Oases. Not Anymore.Wall Street Journal
- Restaurants:Restaurants fight FTC junk fee crackdown over surchargesCNBC
- Retail:How Costco Hacked the American Shopping PsycheNew York Times
- Tech:When Is Apple Announcing the iPhone 16? Apple Planning Event on Sept. 10, 2024Bloomberg
Artificial Intelligence
- The AI Supply Shock Is Coming for Nations EverywhereBloomberg
- Chips or Not, Chinese AI Pushes AheadWall Street Journal
- These New AI Bots Will Do Just About Anything for YouWall Street Journal
- Regulators May Not Like ‘Deepfakes,’ But Businesses Are Using Them AnywayWall Street Journal
Technology
Corporate finance
- The Little-Known Company Holding the Key to a $20 Billion Grocery DealWall Street Journal
- Siemens Healthineers to buy Novartis unit for over $223 million, FT reportsReuters
- Exclusive | Billionaire Paul Marshall Nears Deal to Buy Britain’s Spectator Magazine for Over $131 MillionWall Street Journal
- There’s a New $27 Billion CEO—and He Might Actually Be Worth ItWall Street Journal
Beyond markets
- Election Polls are Fuzzy. We Explain With Kittens.Wall Street Journal
- A Time-Honored Strategy Puts Your Retirement at Risk of Financial RuinWall Street Journal