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What I Am Reading

Monday, September 23, 2024

Markets

The Stock Market Is Priced for Middling Returns from Here OnBarron's
The Election Is Coming. What to Know Before Placing Big Market BetsBarron's
Valuation Angst Is Being Stoked by Fed’s Big CutBloomberg
How Luxury Stocks Lost Their Shine.Barron's
Dividend Yields on Energy Stocks Are StrongBarron's

Central banks

US

The Housing Market Won’t Get BetterBarron's
Affluent House Hunters Are Upping Their BudgetsBarron's

US politics

Poll: Harris builds momentum, challenging Trump on mantle of changeCNBC
Kamala Harris's Undercover Campaign to Win Over Corporate AmericaWall Street Journal

Europe

Germany’s conservatives choose the country’s probable next leaderEconomist
Roche Chairman Calls Industrial Subsidies a ‘Waste of Money’Wall Street Journal

Brazil-India-China

China’s Troubles Trigger Alarm Bells. This Economist Sees a Recession.Barron's
Chinese overcapacity is crushing the global steel industryEconomist
What does Modi 3.0 look like?Economist
How Brazilian lawmakers won extra powers to waste moneyEconomist

Geopolitics & trade

Industries & companies

Aerospace:Boeing strike: Machinists prepare for lengthy stoppageCNBC
Media:Brazil court asks X for documents as the platform starts to complyCNBC
Retail:Walmart and Costco Bought Up Stock at Bargain PricesBarron's
Tech:Intel wild week leaves Wall Street uncertain about chipmaker's futureCNBC
Tech:Chip Giants TSMC and Samsung Discuss Building Mid East MegafactoriesWall Street Journal
Utilities:Electricity That Costs Nothing—or Even Less?Wall Street Journal

Corporate finance

Europe’s Banks Are Takeover Targets. How to Invest.Barron's

AI

Beyond markets