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What I Am Reading

Friday, November 1, 2024

Markets I

The stock market gives this candidate a 69% chance to be the next U.S. presidentMarketWatch
Wall St rallies as Amazon's gains offset weak job growthReuters
China Eases Curbs to Woo Global Investors Ahead of US ElectionsBloomberg
U.S. Treasury Yields Fall After Jobs DataWall Street Journal

Commodities

Gold Rises as U.S. Job Growth SlowsWall Street Journal
The Most Productive US Industry? Oil. Investors Are Paying AttentionBloomberg
Oil Edges Higher on Demand OptimismWall Street Journal
U.S. Natural Gas Futures Edge HigherWall Street Journal

Central banks

US I

US II

The Trump Betting Whale Speaks Out: ‘I Have No Political Agenda’Wall Street Journal
2024 US Election Cycle Cost Political Groups $14.7 BillionBloomberg
Alexander Soros Is Everywhere This ElectionWall Street Journal
US counties Wall Street will be watching closely on election nightReuters

China

China Policy Meeting Next Week Can Tip Economic ScalesWall Street Journal

Geopolitics & trade

Ceasefire hopes fade as Israel bombards Gaza, LebanonReuters
U.S. Officials in Israel Working on Proposal to End Lebanon WarWall Street Journal
Iran Warns It Will Retaliate for Israel’s AttackWall Street Journal
Few Options in Response to North Korean Troops Fighting for RussiaWall Street Journal
U.S. to Expand Security Reviews of Real-Estate Deals Near Military BasesWall Street Journal

Industries & companies

Tech:Big Tech Is Paving the Way for a Nuclear BreakthroughWall Street Journal

Climate

Spain Braces for More Rain as Flooding Death Toll Surpasses 200Wall Street Journal