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What I Am Reading

Tuesday, September 24, 2024

YRI press

Yardeni Says Fed Cut Raises Odds of ‘Outright Melt-Up’ in StocksBloomberg

Markets I

Stocks’ Post-Fed Rally Risks Adding ‘Accelerant Fuel’ to SelloffBloomberg
S&P 500 rises to fresh record close Monday as traders aim to extend Fed cut relief rallyCNBC
Here’s What Happens to Markets When Interest Rates Fall, in ChartsWall Street Journal

Markets II

Central banks I

Central banks II

US

U.S. Economy Stabilized in August, Chicago Fed SaysWall Street Journal
The problem with Trumponomics 2.0Washington Examiner
America’s home affordability crisis has a solution. Lower rates isn’t itCNN

Europe

Euro zone business activity unexpectedly contracts in September, PMIReuters
Struggling Eurozone Faces Contraction While U.S. Keeps PaceWall Street Journal

Geopolitics & trade

Industries & companies

Aerospace:Boeing Offers Union 30% Wage Hike in Bid to End StrikeBloomberg
Airlines:Southwest Airlines tells staff 'difficult decisions' aheadCNBC
Autos:GM's EV sales momentum is finally buildingCNBC
Banks:Italy’s UniCredit Trades Blows With Berlin Over CommerzbankWall Street Journal
Retail:The Magic Behind Shein’s Rise Comes Under ThreatWall Street Journal
Tech:Micron Needs a New Memory BoostWall Street Journal

AI

Corporate finance

Apollo Offers Multibillion-Dollar Intel Investment as Qualcomm CirclesBloomberg