What I Am Reading
Tuesday, October 1, 2024
Markets
- Stocks kick off Q4 at record, euro inflation undershootsReuters
- China's stock surge has echoes of the 2015 bubble. What's differentCNBC
- Euro Stays Weaker Against Dollar After Eurozone Inflation DataWall Street Journal
- Bonds rally, dollar firms as traders ponder rate cutsReuters
- Base-Metal Demand From Energy Transition to Offset Some China Real-Estate Losses, SMM SaysWall Street Journal
Central banks
US
- Port Workers Launch Strike From Maine to TexasWall Street Journal
- Longshoremen's strike poses a fresh threat to the US economyNY Post
- Exclusive | Americans Are More Reliant Than Ever on Government AidWall Street Journal
- Redfin shows how stuck the housing market really isCNN
- The Sahm Rule: What It Is and What Investors Need to KnowUS News
US politics
Europe
- Euro zone inflation dips below 2%, strengthening rate cut caseReuters
- Eurozone Inflation Comes Below Target for First Time in Three YearsWall Street Journal
- German Inflation Falls Further Below ECB Target, Raising Chance of October Rate CutWall Street Journal
- UK budget worries weigh on factory activity, PMI showsReuters
Mexico
- Mexico’s First Female President Has a Big Problem: Her Mentor’s LegacyWall Street Journal
Japan
- Japan’s Major Manufacturers Stay Cautious Amid Global UncertaintiesWall Street Journal
Australia
- Australia’s Retail Sales Jump in August as Weather Turns WarmerWall Street Journal
Geopolitics & trade
Industries & companies
- Autos:Auto Sales Idling as Prices Remain HighWall Street Journal
- Autos:Chinese EV brands Li Auto and Zeekr report record September deliveriesCNBC
- Retail:Nike’s Sales Are in a Funk. It’s Working Off a Jordan Hangover.Wall Street Journal