What I Am Reading
Thursday, October 17, 2024
Markets I
- US Yields Jump as Traders Dial Back Fed-Cut BetsBloomberg
- For markets, AI efficiency may bring volatilityReuters
- Chip stock rally, upbeat retail sales data boost indexesReuters
- U.S. chip stocks rally as TSMC's AI-backed outlook impresses investorsReuters
- Nvidia stock rises to new record, above June high as AI trade rekindledCNBC
Markets II
- U.S. Crude Oil Stockpiles Fall UnexpectedlyWall Street Journal
- Yen Falls to Key 150 Level, Sparking More Intervention RiskBloomberg
- Gold Futures Rise to New Record on Sliding Treasury Yields, China DemandWall Street Journal
- CLOs Are So Hot Right Now, They’re Getting ETF’dWall Street Journal
- Traders Put Half-Point ECB Rate Cut in Play as Economy TeetersBloomberg
Global
Central banks
US
- Retail sales rose 0.4% in September, better than expected; jobless claims dipCNBC
- Americans haven’t been this worried about making their credit card payments since the pandemicCNN
- Unexpected Surge in US Power Demand Draws Comparison to WWII EraBloomberg
- Yellen says high US tariff wall 'deeply misguided', would raise pricesReuters
Europe
- Eurozone Inflation Revised LowerWall Street Journal
China
Geopolitics & trade
- Japan Exports Fell More Than Expected in SeptemberWall Street Journal
- Eurozone Trade Surplus Declines as Exports to China FallWall Street Journal
- China Says Major Disagreements Remain With EU Over EV TariffsBloomberg
- China Employs Hackers and Celebrities to Undermine TaiwanWall Street Journal
Industries & companies
- Retail:Ulta Beauty’s New Chapter: Aging GracefullyWall Street Journal
- Retail:Americans love TJ Maxx. Here's why big brands do, tooCNBC
Corporate finance
AI
- AI Boom Is Real—and Really Profitable—Says Chip Maker TSMCWall Street Journal
- AI Honeymoon Is Over for Chip Equipment IndustryWall Street Journal