What I Am Reading - 2021 • Yardeni Research

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing

Markets
Stocks Close Lower After S&P 500, Nasdaq Records | W

Central banks
Fed Conference Agenda Points to Policy Challenges in ‘Uneven Economy’ | W
Fed hawks circle before Powell speech as they push for bond taper | R
Fed’s Kaplan is worried about inflation and risk-taking, and wants to announce taper in September | C
How Should the Fed Deal With Climate Change? | N

US
U.S. corporate profits soar in second quarter; economic growth raised | R
Runaway U.S. home price rises to slow, but affordability to worsen | R
U.S. Jobless Claims Rise but Hold Near Pandemic Low | W
After Years of Failure, California Lawmakers Pave the Way for More Housing | N
Why Is the Supply Chain Still So Snarled? We Explain, With a Hot Tub | W

China
Chinese Property Giant Warns of Losses After Cutting Apartment Prices | W

Geopolitics & trade
Biden vows to complete Afghanistan evacuation, hunt down ISIS leaders after Kabul attack | C

Industries & companies
Autos: U.S. August auto sales to fall as supply constraints continue - J.D. Power, LMC Automotive | R
Tech: World’s Largest Chip Maker to Raise Prices, Threatening Costlier Electronics | W
Tech: HP, Dell See Swelling Backlogs Amid Hot Demand And Supply Shortages | W

Corporate finance
Politico Is Sold to Axel Springer for More Than $1 Billion | N

Cybersecurity
T-Mobile Hacker Who Stole Data on 50 Million Customers: ‘Their Security Is Awful’ | W

Virus
U.S. Covid cases show signs of slowing, even as fatalities surge again | C
Covid — not vaccinations — presents biggest blood clot risk, large study finds | C
Delta’s Extra $200 Insurance Fee Shows Vaccine Dilemma for Employers | N
Battle Over Covid-19 School Mask Rules Plays Out in Florida Court | W

August 26 (Thursday)

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.

Markets
Stocks extend their rally with S&P 500 and Nasdaq hitting fifth straight day of gains | C
S&P 500, Nasdaq notch all-time closing highs ahead of Jackson Hole | R

Central banks
ECB Will Act If Fed Taper Creates Spillovers, Lane Tells Reuters | B

US
U.S. business equipment spending strong even as new orders flat in July | R
U.S. mortgage applications rise as mortgage rates edge down -MBA | R
Only a Fraction of Covid-19 Rental Assistance Has Been Distributed | W

Industries & companies
Financials: Banks Are Bingeing on Bonds, but Not Because They Want To | N
Retail: Ulta shares rise after beauty retailer posts 60% gain in revenue as makeup sales recover | C

Geopolitics & trade
U.S. still working to contact most of the estimated 1,500 American citizens left in Afghanistan | C

Virus
U.S. Covid-19 Hospitalizations Nearly Doubled in August as Some States Ask for Resources | W
Pediatric Covid hospitalizations surge to highest on record in U.S. as doctors brace for more | C
Biden Administration Likely to Approve Covid-19 Boosters at Six Months | W
Get Shots or Get Out | B
Delta Air Lines to Impose $200 Monthly Charge on Unvaccinated Employees, Add Testing Requirements | W

Cybersecurity
Biden Says Cybersecurity Is the ‘Core National Security Challenge’ at CEO Summit | W
Google, Microsoft plan to spend billions on cybersecurity after meeting with Biden | C

August 25 (Wednesday)

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.

Markets
Stocks Rise, With S&P 500, Nasdaq Hitting Records | W
Euro Near Nine-Month Low as Fed, ECB Policies Diverge | W
If You Bought Municipal Bonds a Long Time Ago, This Is a Great Time | W

US I
The delta variant will slow but not derail the ongoing economic recovery | The Hill
The economy could be getting help from positive news on the delta variant | C
Opinion | Workers Don’t Want Their Old Jobs on the Old Terms | N
Covid-19 Rekindles Debate Over License Requirements for Many Jobs | W

US II
House passes budget resolution, advances infrastructure bill | C
Biden's approval ratings plummet, bad news for Democrats in Congress | C

Emerging
Delta Variant Outbreaks in Sparsely Vaccinated Asian Countries Disrupt Production | W

Geopolitics & trade
U.S. has evacuated 4,000 American citizens and their families out of Afghanistan | C
Report on Covid-19 Origins Due as China Remains a Challenge | W

Industries & companies
Theme Parks: Disney Strikes Vaccine Deal With Unions, as Labor Groups Negotiate Mandates | W
Retail: Walmart Opens Local Delivery Service to Other Retailers | W
Retail: Nordstrom (JWN) Q2 2021 earnings | C
Retail: Kohl's CEO: Rumored Amazon department stores won't ruin relationship | C

Corporate finance
Samsung to Invest $205 Billion in Chip, Biotech Expansion | W
TPG Moving Forward With Initial Public Offering Plan | W

Crypto
Bitcoin 'whales' jump back into market during cryptocurrency's rebound | C

Virus
Covid: CDC study shows unvaccinated people 29 times more likely to be hospitalized | C
Six-Month Effectiveness of Vaccine | The Lancet
Some Parents Push to Give Covid-19 Vaccine to Children Under 12, Against Government Guidance | W
Goldman Sachs to require all people entering its offices to be fully vaccinated against Covid-19 | C

August 24 (Tuesday)

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.

Markets
U.S. Stocks Boosted by FDA’s Covid-19 Vaccine Approval | W
Infrastructure, budget reconciliation bills: Wall Street urges investors to prepare | C
Junk Munis Head for First Drop in Six Months on Slowing Demand | B
China’s Biggest Fears Are Giving Dollar All the Support It Needs | B

Central banks
Fed's Jackson Hole shift shows Delta variant's ability to skew plans | R
Jerome Powell's Jackson Hole Gamble Runs the Risk of Backfiring | B
Fed Chairman Powell Navigates the Inflation Debate | W
Brace yourself — inflation's coming back stronger than ever | The Hill
Biden and the Fed Wanted a Hot Economy. There’s Risk of Getting Burned. | N
Fed’s Ability to Set a Floor on Rates Weakening Amid Cash Deluge | B

Global
IMF's $650 billion reserves distribution is 'shot in arm' for global economy | R
What an Adult Tricycle Says About the World’s Supply-Chain Problems | N

US I
Delta variant, supply woes crimp business activity in August -IHS Markit survey | R
U.S. existing home sales climb for second straight month in July | R
Democrats Near Showdown on Infrastructure Bill, Broader Spending Package | W

US II
Studies show modest job gains from U.S. states' benefit cuts | R
'The Great Resignation': Employees have more choice than ever | C
An Uncomfortable Proposition for Gig Economy Investors | W
Meet the typical 40-year-old millennial | MSN

Geopolitics & trade
Firefight Erupts at Kabul Airport, While Taliban Affirm Pullout Deadline | W
SEC gives Chinese companies new requirements for U.S. IPO disclosures | C
Apple and Google’s Fight in Seoul Tests Biden in Washington | N

Industries & companies
Consumer discretionary: Amazon helped crush department stores. Now it reportedly wants to be one | NN
Communication services: Google updates site that explains how search works | C
Retail: Target to Add More Disney Shops to Stores | W
Tech: Intel Lands Pentagon Deal to Support Domestic Chip Making | W
Tech: Microsoft stock hits new record after Office price hike announcement | C
Tech: The World’s Hottest Smartphone Brand Is Chinese—and It Isn’t Huawei | W

Virus
Covid: Dr. Scott Gottlieb says delta Covid surge in South has peaked | C
Pfizer Vaccine Approved by FDA; Biden Says Companies Should Mandate Covid Shots | B
New York City Mandates Covid-19 Vaccines for All Teachers, Staff | W
Chevron Begins Vaccination Mandates as Covid-19 Roils Oil Fields | W
Many School Districts Keep Covid-19 Closure Thresholds Flexible | W
Workers Can't Wait to Return, but Delta Variant Upends Plans | N

Corporate finance
Boeing Plans Investment in Virgin Orbit’s $3.2 Billion SPAC Listing | W

Beyond markets
The tough calculus of emissions and the future of EVs | TechCrunch
Elon Musk Is Now The Second Richest Person In The World | FO

August 23 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Central banks
Federal Reserve Cancels In-Person Jackson Hole Retreat Over Covid-19 | BR
Central banks should make clear what QE is for, and then reverse it | E
The Fed Is Trying to Sort Out Its Bond Buying. Here’s What It’s Looking At. | BR
What We Still Don’t Know About the Fed’s Bond-Buying Spree | W
The new Powell doctrine | E

US
American consumers become warier | E
What Companies Are Saying About Supply-Chain Disruptions | BR
The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy. | BR
President Joe Biden's job approval ratings drop as crisis in Afghanistan mounts | C

Japan
Japan's private-sector activity hit by COVID-19 surge - PMI | R
Japan’s Love of Debt Offers a View of U.S. Future | W

Emerging
China Cuts Steel Production. How That Hurts Iron-Ore Prices. | BR
Emerging-market policymakers grapple with rising inflation | E

Geopolitics & trade
The fiasco in Afghanistan is a grave blow to America’s standing | E
Afghanistan Has More Than $1 Trillion of Natural Resources and China Wants a Piece of It | BR
Biden Afghanistan evacuation: U.S. has long way to go | C
Pentagon orders U.S. airlines to help fly Afghanistan evacuees | C

Industries & companies
Biotech: Moderna Stock Heads to the Moon | W
Media: 'Free Guy' box office second week hold tallies $18.8 million | C
Pharma: The Covid Threat Is Here to Stay. What That Means for Drugmakers. | BR
Tech: Should You Buy Apple, Microsoft, Alphabet, Amazon, or Facebook Stock? Yes, Despite Big Tech Regulatory Scrutiny. | BR

Corporate finance
Global dividends to near pre-pandemic levels in 2021 -report | R

Virus
FDA approval for Pfizer Covid vaccine could come Monday, report says | C
Jabs mostly fend off the Delta strain but breakthroughs are infectious | E
Regardless of how covid-19 spread, we need to better prevent lab leaks | E
More Children Are Hospitalized With Covid-19, and Doctors Fear It Will Get Worse | W

Beyond markets
Remote Work May Now Last for Two Years, Worrying Some Bosses | W
How a Video Résumé Can Get You Hired in the Covid-19 Job Market | W

Climate
Moving inland, Tropical Storm Henri drenches the U.S. Northeast | C

August 21 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow rebounds more than 200 points, but closes out a losing week | C
Stocks Rise on the Day, but Finish Week Lower | W
Oil posts biggest week of losses in nine months as Delta variant spreads | R
Half a trillion dollars wiped from China markets in a week as clampdowns shatter confidence | R

Central banks
Fed-Jackson Hole: Trying to avoid a tantrum amidst 'taper talk' | C
Fed's Kaplan watching Delta variant, says he may need to adjust view | R

US
How the tight labor market is keeping US vaccination rates low | NN

China
China Passes One of the World’s Strictest Data-Privacy Laws | W
China’s Corporate Crackdown | City Journal

Geopolitics & trade
Afghan Crowds Fleeing Taliban Face Tear Gas at Kabul Airport | W
Biden Says He Will Get Americans Out of Afghanistan, but Warns of Possible Losses | W
Taliban Seize U.S. Weapons in Afghanistan, Stockpiling Helicopters, Guns and Trucks | W

Industries & companies
Airlines: Southwest weighs schedule changes, apologizes to staff after complaints | C

Virus
FDA approval for Pfizer Covid vaccine could come Monday, report says | C
Orlando mayor urges water limits due to Covid hospitalization surge | C
Covid: Washington state infections and hospitalizations hit record | C

Offbeat
SEC Weighs Requiring Companies to Give More Details on Workers | W

August 20 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks End Mixed After Bumpy Trading Day | W
S&P 500 ends with slim gain as tech strength offsets cyclical woes | R
Bond Market Signals Confidence in Fed Policy Outlook | W
Chinese Firms Shy Away From ESG Loans That Hold Them Accountable | B

Central banks
Fed Chair Powell to speak on 'economic outlook' next week | R

US
U.S. second-quarter growth likely to be revised higher after slew of strong data | R
U.S. weekly jobless claims hit 17-month low; ranks of unemployed shrinking | R
States can pay unemployment benefits past Sept. 6 using pandemic funds | C
Education Department cancels student debt for over 320,000 borrowers | C

Europe
German economy on track for stronger growth in Q3 - ministry | R

Geopolitics & trade
China Closes U.S. Auditor as Tensions Mount Over Forced Labor Allegations | W

Industries & companies
Consumer discretionary: Amazon Plans to Open Large Retail Locations Akin to Department Stores | W
Energy: Michio Kaku calls nuclear fusion test at national lab ‘giant step toward the holy grail of energy research’ | C
Tech: Intel CEO Calls Chip Maker ‘Willing Buyer’ as Semiconductor Industry Consolidates | W

Technology
Are You Ready for Sentient Disney Robots? | N

Virus
CDC’s failure to share real-time information on delta variant stymied U.S. response | WP
Sens. Hickenlooper, Wicker and King test positive for Covid after being fully vaccinated | C
Covid booster shots: Scientists blast U.S. move as premature | C
The CEO Wants His Staff Vaccinated. He Also Worries They Will Quit. | W

Beyond markets
A Skeptical Stock Analyst Wins Big by Seeking Out Frauds | N

August 19 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Close Lower Amid Fed Minutes, Earnings Reports | W

Central banks
Fed Signals Asset Purchases Likely to Slow This Year | W
Minutes highlight a Fed split over labor market, bond-buying taper | R
The Fed is worried the rise of stablecoins could impact financial stability | C

US
U.S. employment growth through March revised modestly lower | R
U.S. homebuilding stumbles amid unrelenting supply constraints | R
Why rent is about to go up again | C
61% of Americans paid no federal income taxes in 2020, Tax Policy Center says | C

Japan
Japan's factory mood hits 3-1/2-year high - Reuters Tankan | R

Geopolitics & trade
Biden says Aug. 31 deadline in Afghanistan might have to be extended | R
Taliban blocks Afghans from reaching Kabul airport contrary to commitments | C
Afghan Women Are Already Fading From Public View as Fear of the Taliban and Uncertainty Prevail | W

Industries & companies
Autos: Tesla buyers confounded by delivery delays stretching for months | C
Financials: Wells Fargo reverses plan to end personal credit lines after customer backlash | C
Media: Netflix insider trading ring reaped $3 million in profit, SEC says | C
Media: Disney's Genie app is an all-in-one trip planner for its theme parks | C
Retail: People Are Now Spending More Money at Amazon Than at Walmart | N
Retail: Target Sales Increase as Shoppers Return to Stores | W
Tech: Cisco (CSCO) earnings Q4 2021 | C

Virus
Covid-19 Booster Shot to Be Offered to Americans Fully Vaccinated With Pfizer, Moderna | W
Covid vaccine: U.S. to require nursing homes staff get shots or lose federal funding | C
Biden’s Covid Booster Shot Push Raises Concerns Among Health Experts | B

Cybersecurity & crypto
T-Mobile Says Hackers Stole Data on More Than 40 Million People | W
Cryptocurrency: Where new bitcoin users are around the world | C

August 18 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks Skid Following Retail Data | W
Stock market today: Homebuilder stocks tumble, key level to watch | C
Investors Sour on Chinese Insurance Giant’s Shares | W

Central banks
Jerome Powell Says It’s Unclear What Covid-19 Surge Means for Economy | W
Fed Officials Weigh Ending Asset Purchases by Mid-2022 | W
Fed's Powell: Not certain Delta outbreak will dent recovery | R
Fed's Kashkari: 'Reasonable' to taper late this year or early next | R
Transcript: Fed’s Rosengren Sees Strong Growth Ahead for U.S. Economy | W
The Fed needs to articulate its framework for inflation | TheHill

US
Delta Variant Threatens Small Businesses as It Slows Return-to-Office Plans | W
U.S. Retail Sales Fell 1.1% in July as Spending Fell Across Categories | W
Automobile shortages, spending shift to services tank U.S. retail sales | R
Weak Retail Sales Offer Preview of Coming Attractions as Delta Variant Spreads | W
Nancy Pelosi Braces for Showdown With Moderates Next Week Over Infrastructure Vote | W

China
China Set to Pass One of the World’s Strictest Data-Privacy Laws | W

Japan
Japan's exports extend gains, machinery orders fall amid fragile recovery | R

Geopolitics & trade
Taliban Consolidate Control in Afghanistan’s Capital as Thousands Remain Stranded | W

Industries & companies
Energy: Biden administration plan for lowering costs of solar energy | C
Retail: Walmart’s Earnings Report Shows Sales Rose as Shoppers Returned to Stores | W
Retail: Home Depot’s Sales Growth Flattens After Year of Rapid Gains | W

Corporate finance
Investors Bet Corporate Spending and Buybacks Will Support Stocks | W

Virus
As Delta Surges, Covid-19 Breakthrough Cases Remain Uncommon | W
Delta variant: WHO says some data suggests increased risk of hospitalization | C
Covid: U.S. should focus on vaccinating the rest of the world before booster shots, says Dr. Vin Gupta | C
Covid’s Forgotten Hero: The Untold Story Of The Scientist Whose Breakthrough Made The Vaccines Possible | FO
Biden Administration Expected to Call for Covid-19 Vaccine Booster Shots | W

August 13 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow, S&P 500 Climb to Records After Economic Data | W
Global ETF Assets Hit $9 Trillion | W
One Number to Gauge Where the Economy Is Headed | N
Half of Lumber Dealers Now Sit on Excess Inventory in the U.S. | B
Lumber executive says drop in prices has reignited demand for building projects | C

Central banks
Fed framework gives rise to mash-up of views, averaging strategies | R

US I
Fund managers position for transitory U.S. inflation | R
U.S. Jobless Claims Fell Last Week | W
July C.P.I. Report: Inflation Rose Quickly Again | N
U.S. producer prices at more than decade high; jobless claims fall | R
Welcome to the peak everything market and economy | NN
Home Prices Jumped Across the U.S. in Second Quarter | W
Your Daily Coffee Habit Is About to Get More Expensive | N

US II
Bill Gates Pledges $1.5 Billion for Infrastructure Bill’s New Climate Projects | W
U.S. Census 2020: Population More Racially, Ethnically Diverse Than Ever | B
The Next Financial Crisis is Coming | Newsweek

Geopolitics & trade
Massive China Port Shutdown Raises Fears of Closures Worldwide | B

Industries & companies
Aerospace: Boeing’s Starliner Launch Could Face Delay of Several Months | W
Autos: Production issues to delay Ford Bronco and Mustang Mach-E deliveries | C
Communications services: Facebook delays return to office until January 2022 for U.S., some international employees | C
Media: Disney (DIS) fiscal Q3 2021 earnings | C
Media: Disney+ reaches 116 million subscribers after 'Loki' release | C

Corporate finance
Global M&A volumes hit new record in 2021, overtaking last year's haul | R
Reddit Valuation Soars to $10 Billion in New Funding Round | W

Virus
Covid-19 Rise, Vaccine Hesitancy Frustrate Doctors in Hospitals Saturated by the Delta Variant | W
San Francisco vaccine mandate: Breed requires full Covid vaccination for indoor activities | C
Supreme Court rejects challenge to Indiana University's vaccination requirement | C
CDC says over 90% of U.S. counties now meet its Covid guidelines for masks indoors | C
CDC Director Says She’s Struggling to Communicate With Americans About Covid-19 Amid Politics, Mistrust | W

August 12 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise on Infrastructure Prospects, Inflation Data | W
White House Urges OPEC to Boost Oil Output Amid Covid-19 Economic Recovery | W

Central banks
Fed officials grapple over timeline for tapering asset purchases | R

US
U.S. consumer price increases slow in July, signs inflation peaked | R
Inflation Stayed High in July as Economy Rebounded | W
Will the Pandemic Productivity Boom Last? | N
Democrats’ $3.5 Trillion Budget Framework Exposes Party Tensions | W
Covid-19 Rent-Relief Program Marred by Delays, Confusion, Burdensome Paperwork | W
The big drop in American poverty during the pandemic, explained - Vox

Japan
Japan wholesale inflation hits 13-year high as import costs rise | R

Geopolitics & trade
Yellen Weighs Visit to China, Her First as Treasury Secretary | B

Industries & companies
Airlines: Southwest Airlines Says Delta Variant Is Hurting Its Business | W
Tech: The Lesson to Learn From Apple’s Tool to Flag Child Sex Abuse | N

Crypto
$600 million gone: The biggest crypto theft in history | NN

Virus
FDA Set to Clear Third Covid Vaccine Dose for Immunocompromised Patients | B
All California Teachers Must Be Vaccinated or Tested Weekly for Covid-19 | W

August 11 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise on Earnings, Energy-Led Gains | W

Central banks
Progressive Opposition to Jerome Powell Clouds His Chances for Second Term as Fed Chairman | W
Fed's Evans: Wants "few more" job reports before bond taper | R
Fed’s Evans Open to Reducing Asset Purchases Later This Year | W

US I
Inflation likely to be another scorcher in July, economists say | C
Inflation wiped out America's pay raises | NN
Millions of Americans Are Unemployed Despite Record Job Openings | W
U.S. small business optimism drops as labor shortages persist | R
U.S. productivity growth slows in Q2; labor costs revised down in Q1 | R

US II
Senate Passes Bipartisan Infrastructure Bill | W
What's next for bipartisan infrastructure bill | C
How the $1 trillion infrastructure bill will direct billions toward tech spending | C
Senate Moves to Pass Democrats’ $3.5 Trillion Budget Blueprint | W
Who is Kathy Hochul? Meet Andrew Cuomo's successor as NY governor | C

Industries & companies
Entertainment: AMC hopes the box office reaches $5.2 billion, why that's a big ask | C

Virus I
WHO says it urgently needs $7.7 billion to help poorer nations survive delta Covid variant | C
U.S. government sends hundreds of ventilators to Florida as Covid surge continues | C
Texas Hospitals Are Near Capacity as Covid-19 Surges Again | W
Florida, Texas schools defy governors' bans on mask mandates as COVID cases soar | R
Breakthrough Covid cases: Why fully vaccinated people can get Covid | C
Some People Shy Away From Restaurants as Delta Variant Spreads | W
France, Italy Require Proof of Covid-19 Status for Restaurants, Bars | W

Climate
How Much Carbon Comes From a Liter of Coke? Companies Grapple With Climate Change Math | W

August 10 (Tuesday)

Markets
Oil Prices Slide on Worries That Delta Variant Will Crunch Demand | W

Central banks
Fed officials say tapering is near, advancing discussion on rate hike | R
Fed's Barkin: Inflation likely to remain at Fed's 2% target | R
Opinion | Why Biden Will (Probably) Keep This Republican on His Team | N

US I
Senate Democrats Outline $3.5 Trillion Antipoverty, Climate Plan | W
Democrats release budget resolution as Senate works on infrastructure bill | C
U.S. Senate Democrats push ahead two-track infrastructure votes | R
Biden Administration’s New Eviction Moratorium Receives Mixed Court Reception | W
Why Do We Make Things So Hard for Renters? | N
How to invest in single-family rentals without buying a house | C

US II
Job openings surge above 10 million for first time ever, Labor Department says | C
Unfilled Job Openings Outnumber Unemployed Americans Seeking Work | W
U.S. job openings surge to new record high, hiring increases | R

China
China’s Producer Prices Jump Despite Efforts to Cool Commodities Costs | W

Industries & companies
Media: NBC Draws Its Lowest Summer Olympics Ratings Ever for Tokyo Games | W
Media: AMC reaches deal with Warner Bros. for 45 days theatrical exclusivity | C

Crypto
$1 trillion infrastructure bill: How two cryptocurrency amendments began a conversation on digital rights | Vox
Crypto compromise amendment blocked in Senate infrastructure vote | C
AMC says it will accept bitcoin as payment for movie tickets by year-end | C

Virus
Delta variant pushes U.S. cases, hospitalizations to 6-month high | R
As Delta Variant Spreads, Florida Hospitals Race to Find Open Beds | W
Pentagon to Mandate Covid-19 Vaccine for U.S. Service Members | W
Canada Reopens U.S. Border to Fully Vaccinated Americans | W

Climate
U.N. climate change report sounds 'code red for humanity' | R

August 09 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Get Ready for a Shift Away From U.S. Stocks | BR
Cash Is Flooding Into Short-Term Markets Like Never Before. Is That a Bad Sign? | W
Gold as an Inflation Hedge: What the Past 50 Years Teaches Us | W
KWEB: China's regulatory crackdown creates value in parts of market | C
8 Stocks to Buy for a Return to the Office—When It Comes | BR
5 Infrastructure Stocks That Still Look Like Bargains | BR

Central banks
Rising Rents Pose Risks to the Fed’s Inflation Outlook | W

US I
Record Pace for Corporate Earnings Keeps Stocks Buoyant | W
Companies growing more cautious about delta variant, earnings calls show | C
Companies Thought They Had Plans for Fall. Now They Are Scrapping Them | W
The Pandemic Business Boom | The Atlantic

US II
There are about 1 million more job openings than people looking for work | C
Mandating vaccines amid a worker shortage could spell trouble for corporate America | NBC
Amid the Labor Shortage, Robots Step in to Make the French Fries | W

US III
Senate slog to pass infrastructure bill goes on over weekend | C
Infrastructure Bill’s Boost to Economy Is Likely to Be Limited | W
Biden’s Electric-Car Ambitions Face Real-World Roadblocks | W

China
China’s Attempts to Take the Stress Out of Schooling Sparks Its Own Angst | W

Industries & companies
Communications: Verizon, AT&T try to convince Americans they need 5G now | C
Consumer: Here’s a Consumer-Staples Stock That’s Diverse—and Cheap | BR
Consumer: Rising Covid Cases Could Help Clorox Stock Climb Higher. How to Play It. | BR
Energy: Buy Royal Dutch Shell Stock. It Offers Yield and Is Cheap. | BR
Financials: Berkshire Hathaway BRK earnings Q2 2021 | C
Tech: Apple can't protect your privacy. But you can | LA Times
Tech: Deal Of The Century: How Michael Dell Turned His Declining PC Business Into A $40 Billion Windfall | FO
Tech: The chip shortage is a self-solving problem | E

Technology & digital currency
The promise of open-source intelligence | E
Why regulators should treat stablecoins like banks | E

Corporate finance
Companies and Families Are Loading Up on Debt. It Could Be a Dangerous Trend. | BR

Virus
U.S. is now averaging 100,000 new Covid infections a day | C
Scientists’ pandemic response could be even faster next time | E

Beyond markets
The Inside Story of How We Reported the Secret IRS Files | ProPublica
Invasive Insects and Plants Spread Northward | W

August 07 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow rises 100 points, closes at record high after jobs report shows strong economic recovery | C
U.S. Government Bond Yields Rose After Jobs Report | W
Analysis: Where will yields go? Investors weigh U.S. jobs data against Delta fears | R

Central banks
Manchin Urges The Federal Reserve To Address Threat of Inflation: Don't Overheat Our Economy
Fed’s Kaplan Calls for Gradual, Balanced Bond Tapering Soon | B
July’s strong jobs report could prepare the Federal Reserve to dial back its bond-buying program | C
Analysis: U.S. jobs report bolsters case for Fed to taper asset purchases | R

US I
U.S. Economy Added 943,000 Jobs in July, Unemployment Rate Fell to 5.4% | W
U.S. job growth seen strong as technical factors provide a boost | R
This Is the Job Market We’ve Been Waiting For | N
Biden warns of economic peril from Covid despite July job gains | C
Opinion: US isn't heading for another housing crisis | NN

US II
Consumer Borrowing in U.S. Surged in June by Most on Record | B
U.S. consumer credit grows at record rate in June | R
Student-Loan Payment Relief Extended to Early 2022 | W
Eviction Ban ‘Necessary’ to Prevent Delta Spread, DOJ Says | B

China
China’s Antitrust Regulator Planning to Fine Meituan About $1 Billion | W

Geopolitics & trade
U.S. is concerned about China's growing nuclear arsenal, Blinken says | C

Industries & companies
Retail: Walmart Gives Special Bonuses and Pay Raises to Keep Warehouse Workers | W
Tech: Apple's privacy reputation is at risk with new changes | C

Virus
Covid: Half of Americans are now fully vaccinated, White House says | C
Unvaccinated More Than Twice as Likely to Get Covid-19 Again, CDC Says | W
Amazon to Require Masks for Warehouse Workers as Delta Variant Surges | W

Beyond markets
Disney 'should be ashamed' | C

August 06 (Friday)

Central banks
Joe Manchin Says Fed Should Reverse Easy-Money Policies | W

US
U.S. Trade Deficit Widened to Record in June, Showing Strong Pre-Delta Demand | W
U.S. Jobless Claims Remain at Elevated Level After Steady Declines | W
U.S. unemployment rolls shrinking in boost to labor market recovery | R
Detroit Area’s Hot Job Market Compares With Austin’s, but Challenges Remain | W
Infrastructure bill: CBO says bipartisan plan would add to budget deficits | C

China
China’s Corporate Crackdown Is Just Getting Started. Signs Point to More Tumult Ahead. | W

Industries & companies
Airlines: FAA Asks Airports to Help Deal With Surge in Unruly Passengers | W
Energy: Exxon Considers Pledging ‘Net Zero’ Carbon by 2050 | W
Restaurants: Beyond Meat says delta fears, labor woes prompt fewer restaurant orders | C
Tech: Apple will report child sexual abuse images on iCloud to law | C
Tech: From Ford trucks to Xbox, the chip shortage is still causing problems | Vox
Tech: Foxconn to Buy Semiconductor Manufacturing Facility | W

Crypto
Going for Broke in Cryptoland | N
Bitcoin: JPMorgan, led by Jamie Dimon, quietly unveils access to a half dozen crypto funds | C

Virus
U.S. plans to give extra COVID-19 shots to at-risk Americans, Fauci says | R
FDA Covid-19 Vaccine Booster Plan Could Be Ready Within Weeks | W
CNN Fires Three Employees for Coming to the Office Unvaccinated | B
Delta Variant's Impact on Return to Work: Wall Street Banks Delay Plans | B

Beyond markets
Return to Work: Americans Willing to Take Pay Cut to Never Go Back to the Office | B

August 05 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 falls from record high as job growth slows | R
Stocks Fall on Concerns of Faltering Recovery | W
Shale Company Profits Capped by Wrong-Way Bets as Oil Prices Rose | W

Central banks
Key Fed official sees rates liftoff in 2023 as policy debate heats up | R

US
U.S. services sector growth accelerates despite supply constraints | R
Senate infrastructure vote: Schumer tries to pass bipartisan bill | C
An early end to federal unemployment pay is not getting people to work | C
Legal Battle Looms Over New Eviction Moratorium | W

China
China Wants Manufacturing—Not the Internet—to Lead the Economy | W

Industries & companies
Autos: Auto Makers Aim to Boost EV Sales to 40%-50% of U.S. Sales by 2030 | W
eCommerce: Etsy earnings Q2 21, stock plunges on weak guidance | C
Media: Disney's Galactic Starcruiser will take you to a galaxy far, far away | C
Tech: GM Reveals Hit From Chip Shortage, Rising Costs | W

Corporate finance
Robinhood's stock surges as much as 81% in second day of wild trading | C

Technology
What if Highways Were Electric? Germany Is Testing the Idea. | N

Virus
FDA Weighs Faster Timeline for Approving Pfizer Vaccine | W
Exclusive: U.S. developing plan to require foreign visitors to be vaccinated, official says | R
NYC's new vaccine policy erases kids from public life | P

August 04 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 closes at record high as Apple, healthcare stocks help shrug off Delta worries | R
Stocks Climb, Boosted by Earnings Optimism | W
Incident with multiple tankers in Gulf of Oman raises concerns in oil market | C

US I
Slow slog in U.S. Senate for $1 trillion infrastructure bill | R
Congress's fiscal referees, CBO and JCT, guide fate of Biden bills | R
Biden Administration Issues New Eviction Moratorium | W
CDC issues new eviction ban effective through Oct. 3 | C

US II
Solid U.S. factory orders, business spending on equipment point to enduring manufacturing strength | R
U.S. demand for household debt climbed in Q2, New York Fed report shows | R

China
Tencent Sinks After China Denounces Online Gaming | W

Industries & companies
Media: Cable, Internet Companies Stand to Gain From Broadband Funding in Infrastructure Bill | W

Virus
Florida Battles Record Covid-19 Hospitalizations, as Delta Variant Surges | W
Tyson Foods to Require Covid-19 Vaccines for All U.S. Workers | W
As Covid-19 Recedes in India, Bars Are Full and Masks Are Optional | W
J&J Covid vaccine recipients can get supplemental Pfizer or Moderna dose in San Francisco | C

Crypto
Crypto ‘Wild West’ Needs Stronger Investor Protection, SEC Chief Says | W

Corporate finance
Robinhood surges more than 24%, blows past $38 IPO price | C

Beyond markets
Why remote work is a big problem for the economy | NN
Law School Loses Luster as Debts Mount and Salaries Stagnate | W
Biden calls on Cuomo to resign | C

August 03 (Tuesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Reverse Early Gains, Finish Modestly Lower | W
Virus woes, slowing economic growth weigh on Wall Street | R
As the economy hits its peak, stock market gains could be harder to come by | C
European Bonds Rally on Bets on Weak Growth, Inflation | W

Central banks
Fed Governor Waller sees reduction in bond purchases possibly starting in October | C
Fed Chairman Powell’s Approach to Regulation Has Drawn Criticism From Some Democrats | W
Home Prices Are Soaring. Is That the Fed’s Problem? | N

US I
What’s in the Infrastructure Bill for Roads, Bridges, Broadband and Cryptocurrency | W
Factbox: What's in the U.S. Senate's bipartisan $1 trillion infrastructure bill? | R
How language in the infrastructure bill could roil the crypto markets | C
Some Republican U.S. senators snipe at $1 trillion bipartisan infrastructure bill | R

US II
White House defends its decision not to extend the eviction moratorium | C
White House Pushes Distribution of Aid to Renters as Eviction Moratorium Expires | W
Janet Yellen to Enact Steps to Avoid Breaching Debt Ceiling | W
U.S. manufacturing growth cooling; bottlenecks starting to abate | R

Asia
Delta Variant Stalls Asia’s Economic Recovery After Early Rebound | W
Coal Projects in Asia Face Dwindling Financing as Climate Pressure Mounts | W

Geopolitics & trade
China quietly sets new 'buy Chinese' targets for state companies - U.S. sources | R

Industries & companies
Financials: Goldman Sachs Is Giving Entry-Level Bankers a Nearly 30% Raise | W
Financials: HSBC’s Profit Jumps as Pandemic Provisions Recede | W
Retail: Simon says sales at malls back to pre-pandemic levels in June | C
Tech: Pixel 6 will have new processor designed by Google | C

Corporate finance
Foot Locker to Buy Two Retailers for $1.1 Billion | W
News Corp to Buy Oil Price Information Service for $1.15 Billion | W

Virus I
CDC says 7-day average of daily U.S. Covid cases surpassed peak seen last summer | C
Covid vaccine: U.S. reaches Biden's 70% goal for adults a month behind | C
U.S. labor revival in doubt as Delta raises worries about 'back to school' | R

Virus II
Masks Are Back On at Home Depot, McDonald’s and Target | W
Louisiana reinstates mask mandate to combat delta variant | C
Lindsey Graham reveals Covid infection, lauds vaccine | C

August 02 (Monday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Inflation Is Hot Now, but Investors Are Betting That Won’t Last | W

Central banks
Fed’s Brainard Says Labor Market Hasn’t Satisfied Goals for Reducing Bond Purchases | W
Fed's Brainard: Can't wrap head around not having U.S. central bank digital currency | R
Minneapolis Fed president says Delta variant could slow labor market recovery | R

US I
House Adjourns Without Extending Covid-19 Eviction Moratorium | W
Anger mounts as Biden, Congress allow eviction ban to expire | C
Eviction Ban’s Expiration Leaves Renters in South Appearing Most Vulnerable | W
The U.S. Labor Shortage Is Worse Than It Looks, and Help Is Not on the Way | BR
An unemployment cliff is coming. More than 7.5 million may fall off | C
A Care Crisis Is Holding Back America’s Workforce: Secretary of Commerce | BR

US II
Senator Manchin says the infrastructure bill text is going to be done today | C
Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It. | BR
Joe Biden’s bipartisan dream lives on, for now | E

Emerging
China's factory activity expands at a slower pace in July- official PMI | R
Unrest and economic underperformance haunt the emerging world | E

Geopolitics & trade
China is rapidly building new nuclear-missile silos | E
Philippine President Duterte has shown how not to handle China | E
China securities watchdog seeks closer cooperation with U.S. | R
The pandemic has exacerbated existing political discontent | E
Kim Jong Un's sister warns South Korea-U.S. drills will rekindle tensions | C

Industries & companies
Energy: Two U.S. Companies Seek Continued Tariffs on Imported Solar Panels | W
Energy: Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal | W
Financials: American Express Stock Could Soar Higher as Travel Rebounds | BR
Media: Disney, WarnerMedia, NBCU wrestle to balance value of cable and streaming | C
Media: 'Jungle Cruise' has $34.2 million debut, adds $30 million from Disney+ | C
Tech: Why Apple shareholders after earnings selloff shouldn't be too worried | C

Virus
Who’s against the jab | E
Fauci expects no new U.S. lockdowns despite surging delta cases | C

Corporate finance
Tech Startup Financing Hits Records as Giant Funds Dwarf Venture Capitalists | W

Beyond markets
Remarkable progress has been made in understanding the folding of proteins | E

July 2021

July 31 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Earnings bounce, bond-yield drop help keep party going for U.S. stocks | R
Global bonds in July notch up best month since 2020 COVID meltdown | R

Global
World Economy Caps Extraordinary Return From Covid-19 Collapse | W

Central banks
The Fed’s Favorite Price Index Rose 4 Percent. What Comes Next? | N
Fed's Powell bets economy will navigate new coronavirus surge | R

US I
U.S. labor costs increase solidly in second quarter | R
U.S. consumer sentiment declines in July as inflation remains concern | R
Household Spending Rose in June, Before Delta Variant Upswing | W
Services buoy U.S. consumer spending; inflation pushes higher | R

US II
Infrastructure Bill Now Faces Restive House Progressives | W
Infrastructure: Senate advances bipartisan bill | C

Industries & companies
Autos: Elon Musk’s Trip Through Hell: Inside the 2018 Scramble to Avoid the Collapse of Tesla | W
Autos: Tesla Battery Catches Fire at Utility Storage Project in Australia | W
Communication services: Google founders Page, Brin, have sold $1 billion in stock since May | C
Consumer: Procter & Gamble Warns of Higher Costs and Slower Sales | W
Consumer: Amazon Hit With Record EU Privacy Fine | W
Consumer: Amazon DSPs tell drivers to bypass safety inspections | C
Cruise lines: Royal Caribbean says 6 Covid cases discovered on board a ship; shares fall | C
Tech: Big Tech dodged Q2 pain from Apple’s ad privacy changes | C

Corporate finance
SEC to Set New Disclosure Requirements for Chinese Company IPOs | W

Virus
'The war has changed', CDC says, calling for new response to Delta variant | R
Delta variant: CDC warns as contagious as chickenpox, may make people sicker | C
CDC study shows 74% of people infected in Massachusetts Covid outbreak were fully vaccinated | C
Covid Breakthrough Cases: Bloomberg Identifies 100,000 Cases as Delta Rises | B
Covid vaccine rates rise as Americans rush to get shots amid delta fears | C
Walmart corporate staff, managers have Covid vaccine by October | C

July 30 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise After GDP Data | W
Wall Street roars to record peak on rosy earnings, dollar wilts | R
China Moves to Reassure Global Banks and Investors After Market Rout | W
Lumber Makers See Comeback of Do-It-Yourself Home Projects - Bloomberg

US
U.S. economy contracted 19.2% during COVID-19 pandemic recession | R
Fiscal stimulus, vaccines likely fueled U.S. economic growth in the second quarter | R
The U.S. economy is bigger than it was pre-pandemic, but Covid could still decide what happens next | C
The U.S. Economy’s Prospects Looked Bright, Until the Delta Variant Surged | W
Growth Is Strong, but the Obstacles to Full Recovery Are Big | N
Is the US Economy Running Out of Slack? by Willem H. Buiter | Project Syndicate
Jobless Claims Resumed Decline Last Week | W

Japan
Japan's factory output rises, job availability at near 1-year high | R

Geopolitics & trade
‘Industrial Policy’ Is Back: The West Dusts Off Old Idea to Counter China | W

Industries & companies
Consumer discretionary: Amazon Maintains Profit Run, but Sales Miss Expectations in Pandemic First | W
Retail: Toy Prices Are Going Up Ahead of the Holiday Season | W
Retail: Shopping center CEO says foot traffic is back to pre-Covid levels as retail evolves | C

Corporate finance
Robinhood (HOOD) IPO: Stock falls in Nasdaq debut | C

Virus
EU Overtakes U.S. in Covid-19 Vaccines as Delta Variant Spreads | W
Israel to Offer Pfizer Booster Shots to Elderly as Delta Cases Rise | W
Biden Says Federal Employees Must Get Covid-19 Shots or Wear Masks, Test Regularly | W

Beyond markets
Day-care centers struggle to rehire, worry many have left the industry | C

July 29 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow Edges Lower After Fed Statement | W
Treasury Yields Edge Higher After Fed Signal on Tapering Bond Buying | W

Global
Covid-19 Keeps Resurging, but Western Economies Are Adapting | W

Central banks
Fed decision July 2021: Rates held near zero, economy better even with pandemic worries | C
Fed Says Economy Has Progressed Toward Goals, Tees Up Bond Taper | W
Powell says Fed likely to taper asset purchases 'at the same time' | R

US
Will the Delta Variant Wreck the Recovery? | N
U.S. Senate advances roughly $1 trillion bipartisan infrastructure bill | R

Geopolitics & trade
Biden nominates Huawei prosecutor for key China export post | R

Industries & companies
Consumer discretionary: Amazon is everywhere. Here's how the US could break it up | NN
Communication services: Facebook (FB) earnings Q2 2021 | C
Restaurants: Wingstop plans ghost kitchens in Manhattan as company leans on digital | C
Tech: Qualcomm (QCOM) earnings Q3 2021 | C

Corporate finance
Robinhood IPO Prices at $38 a Share | W
Citizens Financial to Buy Investors Bancorp in $3.5 Billion Deal | W

Virus
Pfizer's CEO says Covid vaccine effectiveness drops to 84% after six months | C
Biden Plans to Require Covid-19 Vaccine or Regular Tests for Federal Workers | W
Most Apple stores will require masks regardless of vaccination status | C
Some Republicans Reject Revived Covid-19 Mask Rules in Congress | W

July 28 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Central banks
The Fed could sound more worried about Covid and less ready to tighten | C

Global
Vaccination Rates Drive Global Economic Growth Prospects, IMF Says | W
IMF raises growth forecasts for rich nations, dims outlook for developing world | R

US
U.S. consumer confidence at 17-month high; business spending on equipment strong | R
Durable-Goods Orders Advanced in June as U.S. Economy Continues to Grow | W
Home prices can't go straight up forever. But this probably isn't a bubble | NN
Lawmakers Say Infrastructure Deal Within Reach | W

Europe
EU freezes legal steps against Britain after UK request for standstill | R

Industries & companies
Airlines: Airlines Struggle With Fuel Shortages at Some Smaller Western U.S. Airports | W
Consumer: Lysol. N95 Masks. UPS. For Some Pandemic Winners, the Boom Is Over. | W
Media: Alphabet (GOOGL) earnings Q2 2021 | C
Pharma: Big Pharma Quietly Pushes Back on Global Tax Deal, Citing Covid-19 Role | W
Tech: Apple Profit Sets Record on Strong iPhone Sales | W
Tech: Apple's iPhone hot streak will run into global chip shortage | C
Tech: Microsoft (MSFT) earnings Q4 2021 | C

Virus
CDC reverses indoor mask policy, saying fully vaccinated people and kids should wear them indoors | C
Top U.S. doctors say kids need masks and social distancing in schools this fall | C
No one wants to say it: We need to mask up again | TheHill
Delta variant: Third Covid shot may be way around masking, says Dr. Peter Hotez | C
Biden says vaccine mandate for all federal employees is under consideration following VA order | C
Saudi Arabia to Impose Covid-19 Vaccine Mandate | W
Israel Begins Pfizer Covid-19 Vaccine for At-Risk Children Under 12 as Delta Cases Surge | W

Beyond markets
Return-to-office plans in limbo as CDC recommends indoor masking again | C
Return to Office Hits a Snag: Young Resisters | N
Work-From-Anywhere Perks Give Silicon Valley a New Edge in Talent War | W

July 27 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 ekes out another record as investors gear up for big earnings | C
Indexes notch closing record highs as key earnings, Fed meet eyed | R
Inflation, delta risks sparking an ‘inflection point’ for stocks | C
China Tech Stocks Slump as Regulators Apply Fresh Pressure | W

Global
Global growth to stay strong but virus the top risk, say economists | R

Central banks
Fed now facing twin inflation, growth risks as virus jumps and supply chains falter | R

US
Housing boom is over as new home sales fall to pandemic low | C

Geopolitics & trade
China’s Tech Regulator Orders Companies to Fix Anticompetitive, Security Issues | W
Chinese Officials Blame U.S. for Stalemate in High-Level Talks | W
The Really Critical Infrastructure Need: American-Made Semiconductors | W

Industries & companies
Aerospace: Boeing’s Starliner Set to Launch, Giving Company a Do-Over in Space | W
Airlines: American Airlines warns about fuel shortages around the country, asks pilots to conserve | C
Autos: Tesla records $23 million in bitcoin-related impairments in Q2 | C
Energy: Big Oil Companies Push Hydrogen as Green Alternative, but Obstacles Remain | W

Corporate finance
Aon, Willis Towers Scrap $30 Billion Merger Amid Antitrust Impasse | W

Virus
U.S. will not lift travel restrictions, citing Delta variant, White House says | R
Delta: Americans are 'mixing and matching' Covid vaccines over concerns about variant | C
Covid-19 Vaccine Mandates Imposed on Some Government Workers | W
Covid Treatment Options Remain Elusive, Despite Months of Effort and Rising Delta Cases | W

July 26 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Investors Are Buying American | W
The U.S. is deciding how to respond to China’s digital yuan | C

US
Rising Covid Cases Put the Economic Recovery at Risk | BR
Does America face a slowdown in economic growth? | E
Opinion | Biden Is Asking for $4 Trillion. Congress Shouldn’t Give It to Him. | N
U.S. Population Growth, an Economic Driver, Grinds to a Halt | W

Geopolitics & trade
Disturbing actions by China signal cold war, Stephen Roach warns | C
Putin says Russian navy can carry out 'unpreventable strike' if needed | C

Industries & companies
Energy: The Boom in Oil Stocks Could Be Over | BR
Railroads: Supply-Chain Backlogs Turn Chicago Into New Chokepoint | W
Travel: 6 Bargain Travel Stocks to Buy Even as Covid Cases Rise | BR

Corporate finance
The Robinhood IPO Is Coming Soon. Reasons to Steer Clear of the Stock. | BR

Climate
A 3°C world has no safe place | E
Air conditioning and climate change: Start-ups trying to help | C

Virus
The Delta Variant Upends the World’s Pandemic Response | W
Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck | W
The Most Influential Spreader of Coronavirus Misinformation Online | N
Disney won't attend CinemaCon in-person as delta variant rages in Las Vegas | C

Beyond markets
Supply-Chain Woes Come to School Cafeterias | W

July 24 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow jumps more than 200 points to close above 35,000 for the first time ever | C
Tin Prices Reach Records as Delta Variant Disrupts Supply | W

Global
Global supply chains buckle as virus variant and disasters strike | Reuters

Central banks
ECB Lifts Restrictions on Bank Dividends as Economy Rebounds | B

US I
The rapid growth the U.S. economy has seen is about to hit a wall | C
U.S. business activity cools further in July - IHS Markit survey | Reuters
End of Eviction Moratorium Puts Many Tenants at Risk of Losing Their Homes | W
Property Investors Bed Down in the Family Home | W
Companies from Chipotle to Whirlpool raise prices amid inflation | C

US II
Yellen wants debt limit raised by Aug. 2, U.S. may need 'extraordinary measures' | C
Modern Monetary Theory: Embrace of Big Budget Deficits Doesn’t Mean MMT Has Won | B

Geopolitics & trade
China Sanctions Wilbur Ross After U.S.’s Hong Kong Warning | B

Industries & companies
Airlines: U.S. Jet Fuel Glut Is Too Big for Surging Air Travel to Drain | B
Energy: Gas Engines, and the People Behind Them, Are Cast Aside for Electric Vehicles | W

Beyond markets
Tamarack and Bootleg Fires in Nevada and Oregon Grow Amid Difficult Conditions | W
The Next Target for mRNA Vaccines After Covid-19: The Flu | W
Al Lord Profited When College Tuition Rose. He Is Paying For It. | W

Virus
Covid cases are rising again in all 50 states across U.S. as delta variant tightens its grip | C
Delta variant: Pfizer Covid vaccine 39% effective in Israel, prevents severe illness | C
Delays, More Masks and Mandatory Shots: Virus Surge Disrupts Office-Return Plans | N
Pfizer to Supply U.S. With Millions of Shots for Young Kids | B
As Vaccines Do Their Work, Focus Moves to Long Covid | W

July 23 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Market
Stocks End Higher as Focus Turns to Earnings | W

Central banks
ECB Looks to Keep Rates Low for Longer | W
Fed Ramps Up Debate Over Taper Timing, Pace | W
IMF says Fed 'highly effective,' must carefully communicate withdrawal plans | R
Embedded as a risk, new COVID cycle could challenge Fed, recovery | R

US I
U.S. Median Home Price Hit New High in June | W
U.S. housing market floats back to earth | R
Rising Rents Threaten to Prop Up Inflation | N

US II
How Much More Will Your Oreos Cost? Companies Test Price Increases | W
Biden administration releases COVID funds to boost local economies | R
U.S. retailers scramble to stock shelves as kids head back to school | R

Geopolitics & trade
Biden’s China Policy Borrows From Trump and Adds Allies to Raise Pressure | W
U.S. sanctions Cuban officials over crackdown on protests as Biden warns: ‘This is just the beginning’ | C
About 100 CIA officers, family members afflicted by 'Havana Syndrome' -CIA chief | R

Industries & companies
Airlines: Airlines See a Surge in Domestic Flights, Beating Forecasts | N
Airlines: American Airlines, Southwest Lifted by Recovering Demand and Government Aid | W
Energy: Startup Claims Breakthrough in Long-Duration Batteries | W
Tech: Intel beats, but guides to lower margins for Q3 | C
Tech: Intel CEO Says Chip Shortage Could Stretch Into 2023 | W

Virus
Quest Diagnostics is seeing a rise in Covid tests as delta variant spreads, CEO says | C
Why Covid-19 Vaccines Work Well Against Delta Variant | W
CDC group weighs Covid booster shots for immunocompromised people at higher risk of breakthrough infections | C
Delta variant is one of the most infectious respiratory diseases known, CDC director says | C
NFL warns teams could forfeit games, lose money if Covid outbreaks occur among unvaccinated players | C

Corporate finance
Uber’s Freight Unit to Buy Logistics Tech Firm Transplace for $2.25 Billion | W

Beyond markets
NASA’s InSight Lander Gives First Look at Mars Interior, Yielding a Big Surprise | W

July 22 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Bond Rally Undercuts Inflation Fears | W
The bond market is torn over the potential for higher inflation and lower growth | C

Central banks
Fed Chief Powell Enjoys Support for Reappointment, but He’s Not a Lock | W

US I
Republicans sink Schumer's test vote on bipartisan infrastructure plan | C
Delta Variant of Covid-19 Isn’t Expected to Dent Robust U.S. Recovery | W
Is the U.S. Economy Too Hot or Too Cold? Yes. | N
The Shortage of Starter Homes Extends Beyond Major Cities | W

US II
U.S. Life Expectancy Fell by 1.5 Years in 2020, the Biggest Decline in Generations | W
Truck drivers are essential workers. We need to treat them that way | NN
States Announce $26 Billion Settlement to Resolve Opioid Lawsuits | W

Geopolitics & trade
U.S., Germany strike deal to allow completion of Russian Nord Stream 2 pipeline | C

Industries & companies
Consumer: Coca-Cola Boosts Outlook as Sales Rebound | W
Financials: JPMorgan gives Jamie Dimon special stock option bonus to keep him CEO | C
Health Care: Johnson & Johnson Posts Higher Profit as Healthcare Demand Returns | W
Utilities: PG&E, in Reversal, to Bury Power Lines in Fire-Prone Areas | W

Beyond markets
The Battles to Come Over the Benefits of Working From Home | N

Virus
Covid: Local officials across U.S. are starting to reimpose mask rules as delta variant takes hold | C
U.S. Extends Restrictions on Borders With Canada, Mexico | W
Opening Its Economy as Delta Variant Surges, the U.K. Becomes a Covid-19 Test Case | W

July 21 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rebound After Dramatic Selloff | W

US
U.S. infrastructure deal teeters after Republicans reject IRS funding | R
U.S. housing starts accelerate, building permits skid to eight-month low | R
Low-Wage Workers Now Have Options, Which Could Mean a Raise | N
U.S. states ending federal unemployment benefit saw no clear job gains | R
Will Inflation Rise in 2021 and Hurt Markets? Track These Data Points | B

Geopolitics & trade
Chinese Suppliers to Apple, Nike Shun Xinjiang Workers as U.S. Forced-Labor Ban Looms | W
China Compromised U.S. Pipelines in Decade-Old Cyberattack, U.S. Says | W
How China Transformed Into a Prime Cyber Threat to the U.S. | N
U.S.-German Deal on Russia’s Nord Stream 2 Pipeline Expected Soon | W

Industries & companies
Airlines: United Airlines (UAL) 2Q 21 narrows losses | C
Financials: Wall Street: JPMorgan Exec Says Why Bankers Need to Work 72 Hours a Week | B
Media: Netflix Signals No Acquisition Plans as It Adds 1.5 Million Subscribers | W
Media: Netflix (NFLX) Stock Falls After Forecasting Subpar Growth Next Quarter | B

Corporate finance
Nasdaq to Spin Out Market for Pre-IPO Shares in Deal With Banks | W

Beyond markets
Tokyo Olympics: Covid still threatens event days before it begins | C
The 2021 Olympics Are Turning Into a $20 Billion Bust for Japan | W
Jeff Bezos: Blue Origin space tourist sales approaching $100 million | C

Virus
Delta Variant Accounts for 83% of Known U.S. Covid-19 Cases | W

July 20 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall Street ends sharply lower as Delta variant sparks new lockdown fears | R
Dow tumbles 700 points for its worst drop since October as investors fear a Covid resurgence | C
These stocks are already in a bear market amid Monday's market sell-off | C
How Jitters About the Global Economy Are Rippling Through Markets | W

US I
U.S. recession ended in April 2020, making it shortest on record | R
Biden says inflation temporary; Fed should do what it deems necessary for recovery | R
Opinion | How Worried Should You Be About Inflation? | N

US II
Carbon Border Tax Is Proposed by Democrats | N
Biden clean energy plan key to restoring industry job losses, says U.S. official | R
Overpaid Unemployment Benefits Total in the Billions During Pandemic | W

Industries & companies
Biotech: BioNTech Inks Cancer-Focused Deal After Covid-19 Vaccine Success | W
Health Care: U.S. Proposes Raising Penalty for Hospitals That Don’t Publish Prices | W
Tech: Chip Shortage Reaches Smartphone Makers | W
Tech: IBM earnings Q2 2021 | C

Cybersecurity & crypto
Biden Administration Blames Hackers Tied to China for Microsoft Cyberattack Spree | W
Yellen urges quick U.S. adoption of stablecoin rules | R
Apple iPhones can be hacked even if the user never clicks a link, Amnesty International says | C
Malaysian police steamroll $1.25 million worth of bitcoin mining rigs | C

Corporate finance
Zoom to Buy Five9 in All-Stock Deal Valued at $14.7 Billion | W

Virus
U.S. government tells individuals to avoid travel to the UK as Covid cases rise | C
Delta Variant Helps Push Covid-19 Cases Higher in Every State | W
Federal judge rules that Indiana University can require Covid vaccines for students | C

July 19 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Record Stock Rally Ignores Wall Street’s Phobia About Optimism | W
Some China Stocks That Trade in the U.S. Could Vanish. What to Know. | BR
42 Stock Picks for a Pricey Market From Barron’s Roundtable Experts | BR
OPEC+ Agrees to Boost Oil Output as Demand Roars Back | W

Central banks
Fed's Kashkari says many U.S. sectors struggling to adjust to reopening | R

Global
Will the economic recovery survive the end of emergency stimulus? | E
How China Is Helping to Damp Global Inflation | W

US I
Red-Hot U.S. Economy Expected to Cool From Here | W
U.S. consumer sentiment drops in early July on inflation fears | R
Escalating Materials Prices Turn Construction Bids Into a Gamble | W
Chipotle, Target using TikTok to find workers in tight job market | C

US II
U.S. senators drop tax enforcement from bipartisan infrastructure bill | C
Joe Biden’s agenda depends on steering two trains at once | E

Emerging
India’s economy is suffering from long covid | E

Geopolitics & trade
Biden’s new China doctrine | E
China Wants a Chip Machine From the Dutch. The U.S. Said No. | W

Industries & companies
Autos: Selling Your Used Car? You Could Turn a Profit. | W
Biotech: Synthetic Biology Could Be the Next Big Thing. Here Are 3 Stocks. | BR
Cruise lines: CDC’s Covid-19 Cruise Guidelines to Stay in Place for Now | W
Tech: SkyWater CEO: America Is Losing the War for Semiconductors to Asian Manufacturers. National Security Is at Risk. | BR

Technology
The Novel Material That’s Shrinking Phone Chargers, Powering Up Electric Cars, and Making 5G Possible | W

Corporate finance
J&J exploring putting talc liabilities into bankruptcy, sources say | C

Virus
Unvaccinated Americans Are Behind Rising Covid-19 Hospitalizations | W
Facebook refutes Biden claim that it's ‘killing people’ with vaccine misinformation | C

Beyond markets
'It's terrifying': Merkel shaken as flood deaths rise to 188 in Europe | C

July 17 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow drops nearly 300 points on Friday, snaps 3-week winning streak | C
Stocks Decline, End Week With Losses | W
Yield Spread Highlights Embrace of Riskier Debt | W
Earnings could be the biggest driver for markets in the week ahead as investors watch bonds | C
China tech is on sale. Key level to watch if you're considering buying | C

Central banks
ECB Split on Stimulus Guidance as Policy Makers Consider Drafts | B

US
Higher June Retail Sales Bolsters U.S. Recovery | W
Half of U.S. States Ended Federal Covid-Related Jobless Benefits Early. Here Is How They Compare With the Other Half. | W
Buying a Car Now Is Brutal—New or Used. Read This First. | W
MMT Advocate Stephanie Kelton Says Temporary Inflation Sign of 'Growing Pains | B
California Faces Fire Threat This Weekend From ‘Dry Lightning’ | B

Japan
Bank of Japan Opens Push on Climate Change in Contrast to Fed | W

Geopolitics & trade
China Officials Share Viral Video Calling for Atomic Bombing of Japan | newsweek.com

Corporate finance
3-D Printing Company Fathom Reaches $1.4 Billion SPAC Deal to Go Public | W

Virus
Covid deaths on the rise again in the U.S. after weeks of decline, CDC says | C
Delta COVID variant now dominant strain worldwide, U.S. deaths surge -officials | R
Biden on Facebook: ‘They’re killing people’ with vaccine misinformation | C
Rising COVID-19 cases in Australia's Victoria state raise prospect of longer lockdown | R

Crypto
Treasury Secretary Yellen to discuss stablecoins with regulators next week | C

Beyond markets
Floodwaters still rising in western Europe with death toll over 120 | R
Dozens dead, more than 1,000 may be missing after floods in Germany | C
Unemployment: How fraudsters stole benefits from recipients’ accounts | C

July 16 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Mostly Lower After Powell Comments on Inflation, Economy | W

Central banks
Fed’s Powell Concedes Anxiety About Higher Inflation but Resists Policy Shift | W
Jerome Powell Second Fed Term? Yellen Demurs, Says She'll Talk to Biden | B
Undeterred by global inflation, BOJ to signal prolonged easy policy | R

US
Yellen says concerned about housing prices but inflation to calm | R
Child tax credit payments one of the best forms of government spending: Economist | C
Many Jobs Lost During the Coronavirus Pandemic Just Aren’t Coming Back | W

China
China’s Economic Growth Slows in the Second Quarter | W

Japan
Inflation? Not in Japan. And That Could Hold a Warning for the U.S. | N

Europe
Floods in Germany Leave at Least 40 Dead, Dozens Missing as Rain Deluges Europe | W

Geopolitics & trade
Biden Says U.S. to Warn Business on Deteriorating Hong Kong | B
China Buys Friends With Ports and Roads. Now the U.S. Is Trying to Compete. | W

Industries & companies
Financials: How Is the Economy Doing? Here’s What Banks Say | W

Corporate finance
Intel Is in Talks to Buy GlobalFoundries for About $30 Billion | W

Virus
Los Angeles County restores indoor mask mandate for all | C

Beyond markets
Is a Graduate Degree Worth the Debt? Check It Here. | W

July 15 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Up Slightly After Powell Speaks to Congress | W
The junk bond market is on fire this year as yields hit a record low | C

Central banks
Fed's Powell keeps to script on jobs recovery, feels heat on inflation front | R
Powell Says Fed Still Expects Inflation to Ease | W

US I
What’s in Democrats’ $3.5 Trillion Budget Plan—and How They Plan to Pay for It | W
Child Tax Credit Payments Start This Week: Who Is Eligible and How Much Are They? | W
Not All Infrastructure Projects Are Worth Doing, Research Paper Finds | W

US II
Job gains strong, prices rising as U.S. recovery continues -Fed Beige Book | R
Social Security cost-of-living increase for 2022 may be largest in decades | C
You’re Paying More for Food—And You Might Not Know It | W
Lumber Prices Are Way Down—but Don’t Expect New Houses to Cost Less | W
U.S. Drug-Overdose Deaths Soared Nearly 30% in 2020, Driven by Synthetic Opioids | W

Geopolitics & trade
U.S. Senate passes bill to ban all products from China's Xinjiang | R
EU, China Unveil Sweeping Plans to Cut Greenhouse-Gas Emissions | W

Industries & companies
Autos: GM warns some Bolt EV owners: Don't park them inside or charge them unattended | C
Consumer: J&J Recalls Aveeno, Neutrogena Spray Sunscreens | W
Financials: Biggest U.S. banks smash profit estimates as economy revives | R
Financials: Bank of America’s Profit More Than Doubles, but Revenue Takes a Hit | W

Corporate finance
Blackstone Enters Deal to Manage AIG Life and Retirement Assets | W
NortonLifeLock in Talks to Buy Avast | W

Virus
Covid cases are surging again in Latin America and the U.S., WHO officials warn | C

Beyond markets
Two-Thirds of Miami Condo Buildings Are Older Than 30 Years. The Repair Bills Are Coming Due. | W

July 14 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Fall Following Inflation Data Report | W

Central banks
As consumers fret about near-term inflation, the Fed is watching closely. | N
Analysis: Investors pivot to Powell after more hot U.S. inflation data | R

US I
U.S. consumer prices post largest gain in 13 years; inflation has likely peaked | R
Inflation Rose in June With C.P.I. Up 5.4 Percent | N
Inflation Accelerates Again in June as Economic Recovery Continues | W

US II
Surging prices for used cars, gasoline, food and airfares are driving the jump in inflation | C
Inflation has many retirees worried about outliving their nest eggs | C
'New York is back' — broker says the city's real estate market is heating up at all levels | C

US III
Jim Cramer: Levi's, American Eagle among stocks to benefit from enhanced child tax credit | C
The IRS is sending out 4 million refunds related to 2020 unemployment | C
U.S. Oil Consumption Surging With Industry Firing at Full Blast | B
Opinion: Rising gas prices will hurt low-income families the most. The government needs to help | NN
Cargo Owners Applaud White House Order on Competitiveness | W

Industries & companies
Airlines: American Airlines shares rise on carrier's better second-quarter forecast | C
Financials: Big Banks’ Earnings Raise Doubts Over What’s Next | BR

Geopolitics & trade
Yellen Says EU Delay on Digital Tax Helps Global Corporate Tax Deal | W
Biden’s Sharp-Elbows China Policy Hints at More Trump-Style Pain | B

Climate
Al Gore Warns Greenwashing May Stop Climate Fight In Its Tracks: Green Insight | B

Corporate finance
Broadcom No Longer in Talks to Buy SAS Institute, Sources Say | W

Tech
Humanoid Robot Keeps Getting Fired From His Jobs | W
Elon Musk Says ‘Goal Is Not to Be a Car Company’ in Defense of Tesla’s SolarCity Deal | W

Virus
U.S. Covid-19 Case Counts Have Doubled in Recent Weeks | W
Hospitalizations rising again as delta variant spreads among the unvaccinated, doctors say | C

July 13 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Nasdaq, S&P 500 scale new peaks as focus turns to earnings, economic data | R
How to Solve the Mystery of Falling Bond Yields | W

Central banks
ECB to chart new policy path next week | R

Global
Governments World-Wide Gorge on Record Debt, Testing New Limits | W

US I
Inflation expectations surge, hitting new high for New York Fed survey | C
Inflation Threat May Be Boosted by Changes in Globalization, Demographics and E-Commerce | W
Homebuyers are finally catching a break as new listings rise and mortgage rates drop | C

US II
Democrats Hone Price Tag for Climate and Antipoverty Package | W
Opinion | California Wakes Up From Its Dream | N
Aging population to hit U.S. economy like a 'ton of bricks' - U.S. commerce secretary | R

Industries & companies
Media: Disney raises price of ESPN+ by a dollar to $6.99 per month, keeps bundle with Hulu and Disney+ unchanged | C
Restaurants: McDonald’s reportedly adds tuition, child care to sweetened benefits in a bid to attract new workers | C
Tech: Chip Shortage’s Latest Toll: A Shortage of Work Trucks | W

Virus
France Reimposes Restrictions as Delta Variant Spreads | W
France insists health workers get COVID-19 shots as infections rise | R
Most fully vaccinated people who get Covid delta infections are asymptomatic, WHO says | C
Clues to Covid-19’s Origins Include Anonymous Skin Sample in Italy | W
FDA to announce new warning on J&J Covid vaccine related to a rare autoimmune disorder, report says | C
New Coronavirus Variants Seen as Too Contagious for Hotel Quarantines | W
Brazil's federal police open probe into Bolsonaro over vaccine deal - source | R

Corporate finance
Broadcom in Talks to Buy Software Firm SAS | W
Microsoft agrees to buy security software provider RiskIQ | C
ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security | W

Tech
Are We in the Metaverse Yet? | N
Looking for a Greener, Smoother Way to Travel? Behold, the Blimp 2.0 | W

Crypto & cybersecurity
Cryptocurrency trading volume plunges as interest wanes following bitcoin price drop | C
Cyberattacks and Ransomware: How Can We Protect Our Energy Infrastructure? | W

Offbeat
WHO Panel Issues Gene-Editing Standards Aimed at Averting DNA Dystopia | W

July 12 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
The Markets Have Prospered. Why Are So Many People Worried? | N
Earnings Kick Off With Sky-High Forecasts, Record Stock Market | W

Credit
Treasury rally leaves investors scrambling for yield plays | R
Junk-Bond Rally Pulls Yields Below Inflation | W
Ron Insana: The bond market agrees with the Federal Reserve — inflation is temporary | C
Don't rely on markets to see inflation threat, says Summers | R
Wall Street’s Math Whizzes Are Racing to Wire Up the Bond Market | B

Global
The new fault lines on which the world economy rests | E
Will surprisingly high global inflation last? | E

Central banks
Central banks face a daunting task: tapering without the tantrum | E
Fed's Quarles seeks global coordination on climate-related financial risk | R

US
Yellen says tax changes for large firms may not be ready until 2022 | C
Global Tax Deal Heads Down Perilous Path in Congress | W
Is the US labor shortage the big break AI needs? | TechCrunch
Higher Inflation Is Here to Stay for Years, Economists Forecast | W
Joe Biden's Sweeping Executive Order on Big Tech, Explained | gizmodo.com

China
China’s communists take control of tech | E
China condemns 'unreasonable suppression' as U.S. expands economic blacklist | R

Industries & companies
Restaurants: These restaurant chains have raised wages or offered bonuses | C
Restaurants: McDonald’s minimum wage raise and the fast food franchise future | C
Tech: Apple AirPod battery life problem shows need for right-to-repair laws | C

Virus
Young Americans Aren’t Getting Vaccinated, Jeopardizing Covid-19 Fight | W
Australia’s Delta Outbreak Shows Vaccines Protect Against Hospitalization | W
Unvaccinated Belgian woman contracted two COVID variants simultaneously | R

Cryptocurrency
Binance Froze When Bitcoin Crashed. Now Users Want Their Money Back. | W

Beyond markets
Virgin Galactic Successfully Sends Richard Branson to Space | gizmodo.com
The Race to Sustainable Abundance by Michael R. Bloomberg, Saleemul Huq and Agnes Kalibata | Project Syndicate

July 10 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets I
Wall Street posts record closing highs as financials lead rebound | R
Investors pile into longer-dated Treasury ETFs as bond yields fall | R
Index of U.S.-Listed Chinese Companies Falls to Lowest Point in Over a Year | W

Markets II
Earnings season begins in the week ahead with eye-popping growth set to validate market's 2021 run | C
Rebalance your portfolio as economy enters expansion, HSBC says | C
BlackRock Tweaked Some Models. It Triggered A Wave of Buying and Selling. | W

Central banks
Fed Says Shortages, Hiring Difficulties Hold Back Brisk Growth | W
China Moves to Spur Lending as Inflation Fears Ease | W

US I
Biden signs order to tackle corporate abuses across U.S. economy | R
Biden’s executive order on antitrust aims to lower prices and raise wages | Vox
Biden’s Business Order Shows How He’s Using Executive Power to Shape Economy | W
President Biden Wants to Pour Money Into Infrastructure. Should You? | N
Biden fires Social Security boss Andrew Saul, a Trump appointee | C

US II
Job Openings Are at Record Highs. Why Aren’t Unemployed Americans Filling Them? | W
Higher Inflation Depresses Equity Valuation | AIER

China
China Orders Stores to Remove More Apps Operated by Didi | W

Geopolitics & trade
G20 finance chiefs back global tax crackdown -draft | R
Finance Ministers Meet in Venice to Finalize Global Tax Agreement | N

Industries & companies
Pharma: F.D.A. Seeks Investigation of Its Own Alzheimer’s Drug Approval | N

Corporate finance
Stamps.com to Be Bought by Thoma Bravo in $6.6 Billion Cash Deal | W

Virus
Mississippi health officials plead with elderly to avoid mass indoor gatherings as delta Covid variant rips through state | C
CDC Urges Schools to Welcome Kids Back, Vaccinated or Not | W

Cybersecurity
Biden Warns Putin U.S. to Take ‘Any Necessary Action’ to Defend Against Ransomware | W
Ransomware: Biden presses Putin to disrupt cybercriminals in Russia | C

Beyond markets
Where space begins: Bezos' Blue Origin vs. Branson's Virgin Galactic | C

July 09 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets I
Dow drops more than 250 points amid global economic recovery concerns, S&P 500 slides | C
Stocks Close Lower on Economic Worries | W
The stock market is down. Should you sell? | C

Markets II
Bond yields and tech stocks echo ‘extreme anomalies’ of dot-com boom, says Morgan Stanley | MW
The Bond Market Is Telling Us to Worry About Growth, Not Inflation | N
The End of the U.S.-China Tech Stock Bromance | W

Central banks
ECB Aims for Slightly Higher Inflation, Stops Short of Fed’s Major Shift | W

US I
A Great Inflation Redux? Economists Point to Big Differences. | N
Why are gas, groceries, and used cars prices going up? Things seem more expensive because they are. | Vox
Number of workers unemployed for more than a year jumps by 248,000 | C
A Mass Labor Shortage Is Leaving Hamptonites to Fend for Themselves | Vanity Fair

US II
Borrowing Is Back as Sign-Ups for Auto Loans, Credit Cards Hit Records | W
What a National Guaranteed Income Could Look Like | B
California residents asked to cut water usage by 15% amid drought | C

China
Why China's Young People Are Embracing Chairman Mao | N
China’s Cyber Watchdog to Police Chinese Overseas Listings | W

Industries & companies
Pharma: FDA Narrows Suggested Uses for New Alzheimer’s Drug | W

Technology
How Computers With Humanlike Senses Will Change Our Lives | W
The Parking Garage of the Future | N

Virus
Americans will need masks indoors as U.S. heads for 'dangerous fall' with surge in delta Covid cases | C
Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant | C
Covid-19 Genome Study Provides Clues to How Disease Works | B
In Children, Risk of Covid-19 Death or Serious Illness Remain Extremely Low, New Studies Find | W
Canada will not welcome unvaccinated tourists for some time, Prime Minister Trudeau says | C

Cybersecurity
Letting Businesses ‘Hack Back’ Against Hackers Is a Terrible Idea, Cyber Veterans Say | W

Beyond markets
‘Financially Hobbled for Life’: The Elite Master’s Degrees That Don’t Pay Off | W

July 08 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks Rise Modestly After Fed Minutes Released | W
Analysis: Reflation rethink sends bond markets into a spin | R
America’s Stocks Have Lost Their Exceptionalism (Except Big Tech) | W
Small Stocks Seek to Extend Winning Streak | W
China is cracking down on stocks that trade on U.S. exchanges. Here's what it means | C

Central banks I
Fed Officials See Earlier End for Bond Buying, Emphasize Patience | W
Fed keen to be 'well positioned' to act on inflation, other risks, minutes show | R
Fed discussed design for possible standing repo facility, minutes show | R
Fed's Bostic: Infection spike due to Delta variant could slow recovery | R
Keep Powell in Top Job, Former Fed Vice Chair Blinder Says | B

Central banks II
Federal Reserve, ECB, BOJ’s $9 Trillion Debt Binge: Where Did All the Money Go? | B
Lagarde to Present Results of ECB Strategy Review on Thursday | B

US
U.S. Job Openings Held at Record Level Headed Into Summer | W
U.S. housing shortage will last for 'years to come': Taylor Morrison CEO | C
Biden Pitches Child-Care, Education Plan as Democrats Debate Size | W
Biden tax plan: Corporate, capital gains and income hike uncertain | C
Biden promotes corporate taxes in Illinois as business opposition mounts | R
Biden readies order to rein in worker non-compete clauses | C

Geopolitics & trade
Biden Builds on Trump’s Use of Investment Review Panel to Take On China | W

Industries & companies
Airlines: Travel Is Bouncing Back Strong, and Airlines Are Racing to Keep Up | W
Communication services: Banner Quarter From Facebook, Google Could Mask Apple’s Bite | W
Communication services: States bring new antitrust suit against Google over Google Play | C
Railroads: Amtrak to Spend $7 Billion to Upgrade Passenger Trains | W

Corporate finance
Owner of Forever 21, JCPenney Files to Go Public | W

Cybersecurity
Software Firm at Center of Ransomware Attack Was Warned of Cyber Flaw in April | W

Virus
Delta variant already dominant in U.S., CDC estimates show | R
Daily Covid-19 Deaths in Indonesia Nearly Double as Delta Variant Drives Surge | W
Quidel recalls Lyra Covid test due to high risk of false negative results | C

July 07 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
OPEC discord could unleash a new level of volatility in oil market | C

Central banks
Quickening U.S. recovery puts Fed taper discussion in focus | R

US I
Gas Price Increase Poses Challenge to U.S. Economy | N
Corporate net debt seen rising as companies spend pandemic cash piles | R

US II
Biden’s Pre-K Proposal Faces Questions From Republicans Over Federal Role | W
Pentagon cancels $10 billion JEDI cloud contract | C
Infrastructure: House Problem Solvers Caucus endorses bipartisan plan | C
Yellen to press G20 for higher minimum corporate tax rate -U.S. Treasury | R

Europe
With European recovery in sight, property investors bank on the office | R

China
China Targets Firms Listed Overseas After Launching Didi Probe | W

Industries & companies
Autos: Toyota’s Chip Supply Helps It Beat General Motors for the First Time | W
Health Care: Hospitals Often Charge Uninsured People the Highest Prices, New Data Show | W
Media: They Resurrected MGM. Amazon Bought the Studio. Now What? | N
Retail: Supermarkets Are Stockpiling Inventory as Food Costs Rise | W

Cryptocurrency & cybersecurity
Bitcoin Fraud Concerns Draw Scrutiny From Regulators | W
Attempted Hack of R.N.C. and Russian Ransomware Attack Test Biden | N
Biden says ransomware attack caused 'minimal damage' to U.S. companies | R

Corporate finance
Nextdoor to go public in $4.3 billion SPAC merger as CEO looks toward expansion | C
Space company Satellogic SPAC deal at $1.1 billion valuation | C

Virus
Delta Covid-19 Variant Gains Ground Among the Unvaccinated | W
Pfizer Vaccine Less Effective Against Delta Infections but Prevents Severe Illness, Israeli Data Show | W

July 06 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Oil prices jump to multiyear highs after OPEC+ talks yield no production deal | C
Retail Investors Power the Trading Wave With Record Cash Inflows | W

US I
U.S. Added 850,000 Jobs in June Labor Rebound | W
Pandemic Wave of Automation May Be Bad News for Workers | N
Lower-Wage Workers See Biggest Gains From Easing of Covid-19 Pandemic | W

US II
Wages are rising, and that's going to have to continue to get people back to work | C
Higher Inflation Ahead? Maybe. But Don’t Even Try to Predict It. | N
U.S. Trade Deficit Widened in May as Economic Rebound Fueled Demand for Imports | W
The real risk to America’s democracy | E

Europe
Euro zone business activity soared in June as lockdowns lifted | R
13 Investment Bets on Europe’s Rebounding Economy | BR

China
When Will China's Economy Beat the U.S. to Become No. 1? Why It May Never Happen | B
An MMT Economist Explains Why China Should Boost Fiscal Spending | B

Japan
Japan's May household spending growth slows from previous month | R

OPEC+
OPEC+ abandons oil policy meeting after Saudi-UAE clash | R
Biden administration pushes for 'compromise solution' in OPEC+ talks | R
Taliban Find New Revenues as They Seize Afghanistan’s U.S.-Built Border Gateway | W

Geopolitics & trade
European Business Leaders Want a Stronger Hand With China, Not Decoupling | W
The Tech Cold War’s ‘Most Complicated Machine’ That’s Out of China’s Reach | N

Industries & companies
Media: Streaming services compared: Revenue, ARPU for Netflix, Disney+, more | C
Tech: When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help. | BR

Corporate finance
Chinese Regulators Suggested Didi Delay Its U.S. IPO | W
Newport Wafer Fab acquired by Chinese-owned Nexperia | C

Cybersecurity
China opens cybersecurity probe into Full Truck Alliance, Boss Zhipin | C
Hundreds of Businesses, From Sweden to U.S., Affected by Cyberattack | N
Ransomware Hackers Demand $70 Million to Unlock Computers in Widespread Attack | W

Virus
Deaths, Hospitalizations Surge as Delta Variant Deals Blow to Poor Countries | W

Beyond markets
What if biohackers injected themselves with mRNA? | E

July 02 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 hits sixth-straight record, Dow adds 100 points as Wall Street kicks off the second half | C
Bets ramping up for lower Treasury yields in the second half of 2021 | R

Central banks
Fed’s Harker Supports Start of Bond Buying Pullback Later This Year | W
ECB Signals Green Light on Bank Dividends | W

Global
Global minimum corporate tax: 130 nations to support U.S. proposal | C

US I
U.S. House approves $715 billion infrastructure bill | R
U.S. deficit will total $3 trillion in fiscal 2021, budget panel says | C
Opinion: Inflation will hurt low-income Americans for years to come | NN

US II
U.S. labor market recovery gaining steam; worker shortages an obstacle | R
Job growth looked stronger in June as companies scrambled to find workers | C
Chamber of Commerce CEO: Employers can't find workers | C
This Summer, Jobs Come With a Hefty Signing Bonus | W

Industries & companies
Consumer: General Mills is the latest company to face a big inflation hit | C
Consumer discretionary: Amazon adds leadership principles to prepare for post-Jeff Bezos era | C
Retail: H&M Pays Price of Upsetting Beijing as China Sales Drop | W
Retail: Walgreens Sales Rise as Vaccinations Improve Prescriptions Business | W
Tech: Why Microsoft Is Still a Big Tech Superstar | N

Corporate finance
M&A Boom Shows No Sign of Stopping After Epic First Half | B
Robinhood IPO: Company has 18 million accounts managing $80 billion | C
Krispy Kreme IPO: DNUT starts trading on the Nasdaq | C

Virus
1,000 counties in the U.S. have vaccination coverage of less than 30% | C
Delta: White House to deploy response teams across U.S. to combat Covid variant | C
From Pandemic to Endemic, Singapore Creates Model for Living With Covid-19 | W
Another Respiratory Virus Is Spreading as U.S. Gets Back to Pre-Covid-19 Life | W

Beyond markets
Miami building collapse: Search halted due to concerns other tower could fall | C
Trump Organization indictment alleges scheme to dodge taxes on executive compensation | C
Internet’s Original Source Code Sold as NFT for $5.4 Million | W

July 01 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock Markets Cruise to Records in First Half, but Investors Grow Uneasy | W
S&P 500 notches fifth straight record closing high, fifth straight quarterly gain | R
Lumber prices dive more than 40% in June, biggest monthly drop on record | C

Central banks