What I Am Reading
Friday, September 27, 2024
Markets
- US Stock Markets Pause Before PCE DataBloomberg
- Stocks bask in China stimulus glow, yen swings higher on Ishiba winReuters
- China’s Market Marred by Glitches as Frenzy Grips StocksBloomberg
- Despite India’s Booming Stock Market, Analysts' Buy Calls VanishingBloomberg
- French markets remain hostage to political rollercoasterReuters
- Debt Funds Refuse New Investors as Returns Tighten in BrazilBloomberg
- Oil Heads for Weekly Loss on Prospects for Higher SupplyBloomberg
Central banks I
- The Fed slashed interest rates last week, but Treasury yields are rising.CNBC
- The Fed has to cut rates at least two or three more times to keep credibilityCNBC
- ECB’s Klaas Knot Sees Gradual Rate Cuts Through First Half of 2025Bloomberg
- Inflation Cools Quickly in France, Spain as ECB Mulls Rate-Cut PathWall Street Journal
- Poor euro zone data flow keeps adding to case for ECB rate cutReuters
Central banks II
- Core inflation in Japan's capital matches BOJ targetReuters
- BOJ Governor’s Cautious Comments Damp Speculation of October HikeWall Street Journal
- China Cuts Key Interest Rate, RRR, Frees Up Cash for BanksBloomberg
- Xi’s Big Stimulus Week Aims to Draw a Line Under China SlowdownBloomberg
- Swiss Central Bank Delivers Third Straight Rate CutWall Street Journal
US
- Lower Interest Rates Don’t Guarantee a Soft LandingWall Street Journal
- Trump floats R&D tax credit, White House 'manufacturing ambassador'CNBC
- Harris and Trump want to make stuff in America again.CNN
- Harris' 'Opportunity Economy' a wrecking ball of fed controlNew York Post
- Harris Tiptoes Away From Electric Vehicle StanceWall Street Journal
Europe
- Eurozone Sentiment Weakens Amid Darker Industry MoodWall Street Journal
- German Unemployment Unchanged Despite Signals of Loosening MarketWall Street Journal
- German Recession Angst Mounts as Companies Grow More PessimisticWall Street Journal
- Why Europe Can’t Give Up Russian Gas Despite Sanctions Over UkraineBloomberg
China
- China’s Industrial Profits Fell in AugustWall Street Journal
Geopolitics & trade
- How Israel’s Spies Got Blindsided by Hamas but Still Hit Hezbollah HardWall Street Journal
- Japan Next Leader, Shigeru Ishiba, Wants to Remake the U.S. Military AllianceWall Street Journal
- China’s Nuclear-Submarine Mishap Points to Challenge of Catching Up With U.S.Wall Street Journal
Industries & companies
- Airlines:Inside Southwest's plan for its futureCNBC
- Consumer discretionary:Amazon workers considering quitting after 5-day mandateCNBC
AI
- Turning OpenAI Into a Real Business Is Tearing It ApartWall Street Journal
Corporate finance
Beyond markets
- Hurricane Helene Rips Through Florida With 140 MPH Winds, Flash FloodsWall Street Journal