December 31 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
In a Wild Year for Markets, Stocks Pull Off Big Gains | W
Investors Are Piling Into Supply-Chain Technology | W
Central banks
The Fed’s Higher Fed Funds Rate Projections Mean What? | AIER
The Fed’s Doomsday Prophet Has a Dire Warning About Where We’re Headed | PO
US
Congress news: Democrats to take up Build Back Better, Fed picks in 2022 | C
Strong Labor Market in 2021 Faces Down Omicron Threat | W
John Robson: California is a mess. And wishing it otherwise won't change anything | National Post
China
China's big challenge for 2022: Getting people to spend money | C
Geopolitics & trade
Biden and Putin speak as tensions mount over Ukraine | C
Industries & companies
Airlines: Airlines Cancel More Than 1,300 Flights | W
Cruise Lines: U.S. CDC says people should 'avoid cruise travel, regardless of vaccination status' | C
Retail: Walmart drew one in four dollars on click and collect: market researcher | C
Virus I
COVID-19 casts bleak shadow over New Year celebrations, again | R
U.S. Hits Record Number of New Covid Cases Twice in Same Week | W
Covid-19 Rapid Test Shortages Seen Compounded by Slow Federal Action | W
Omicron cannot escape T cells; boosters protect households from Omicron | R
How Likely Is Reinfection Following Covid Recovery? | Brownstone Institute
Virus II
Israel approves fourth COVID-19 vaccine shot for most vulnerable | R
Covid in Canada: Ontario Limits Testing to Vulnerable as Cases Hit Record | B
COVID-19 deaths in Eastern Europe surpass 1 million | R
Chevron delays return to office for office workers over Omicron | R
Technology
How Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage | W
December 30 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
Cash Floods Municipal-Bond Market | W
Global
Economists warn of inflation inequality in 2022 | C
Covid-19, Inflation Make a Mess Out of Predictions | W
US
The rich benefit as Democrats forgo tax on unrealized capital gains | C
China
China Evergrande shares fall after report of missed coupon payments | R
Geopolitics & trade
Biden, Putin Plan Call at What U.S. Says Is a ‘Moment of Crisis’ Over Ukraine | W
Industries & companies
Pharma: Who Invented Covid-19 Vaccines? Drugmakers Battle Over Patents | W
Retail: Should Retailers Split E-Commerce From Stores? A High-Level Debate | W
Corporate finance
IPOs Had a Record 2021. Now They Are Selling Off Like Crazy. | W
Virus I
U.S. Hit With Record Number of New Covid-19 Cases | W
U.S. Covid cases rise to pandemic high as delta and omicron circulate | C
Analysis: Experts question new U.S. CDC policy on COVID isolation period | R
Virus II
Covid variant: Fauci says data suggest omicron less severe than delta | C
Covid: WHO says omicron has not spread widely among vulnerable, severity unclear | C
Omicron 'not the same disease' as earlier Covid strains: Oxford scientist | C
Covid-19: U.S. Deaths Fall Even as Omicron Cases Jump | B
Virus III
Covid Treatments: What Are They and What Does Omicron Mean for Them? | B
Covid-19: Infectious Omicron Drives More Americans to Up Mask Game to N95s | B
How Delta Variant Spread in India: Deadly Errors, Inaction, Covid Crisis | B
December 29 (Wednesday)
YRI
Daily Markets Overview
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Markets
S&P 500 ends lower after four-day rally to record high | R
Stock Pickers Are Struggling to Beat the Market | W
Central banks
Biden Eyes Raskin as Top Fed Banking Regulator | W
US
U.S. home prices surge 18.4% in October | C
Covid-induced poverty: Nearly 100 million people may stay poor this year from the pandemic | NN
Global
Why People Are Quitting Jobs and Protesting Work Life From the U.S. to China | B
Geopolitics & trade
Biden’s Worker-First Trade Policy Rankles Foreign Partners | W
China’s new rare earth merger hands it ‘trump card’ in global fight for resources
Industries & companies
Cruise Lines: Is It Safe to Take a Cruise? 89 Cruise Ships Have Covid, CDC Investigating | B
Shipping: Shippers Plan New Strategies, Stopgap Measures to Ease Freight Pain | W
Corporate finance
The Number of Zombie Companies Fall in U.S. Despite Inflation, Covid Woes | B
Virus
U.S. CDC estimates Omicron variant to be 58.6% of cases, revises projection | R
Omicron Has Lower U.S. Hospitalization Rate Than Prior Covid Waves | B
Covid: Omicron appears to protect against delta and could displace it, study says | C
Omicron Reinfections Can Trigger Milder Symptoms, New CDC Research Shows | W
Covid: Nebraska omicron cluster suggests faster symptom onset | C
Exhaustion, fear, and resignation: Welcome to Covid-19, 2022 edition | Vox
AMD Joins Companies Canceling In-Person CES Attendance as Omicron Spreads | B
Technology
SpaceX’s Future Depends on a Gigantic Rocket and 42,000 Internet Satellites | W
December 28 (Tuesday)
YRI
Daily Markets Overview
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Markets
S&P 500 set to end at record high on retail sales cheer | R
Tech Shares Finish Higher in Broad Stock Rally | W
Water As an Asset Class Is Here by Willem H. Buiter | Project Syndicate
Bubblicious used car prices rising faster than bitcoin, Jim Bianco warns | C
Global
Omicron Variant Is Expected to Dent Global Economy in Early 2022 | W
US
U.S. holiday retail sales rise 8.5% as online shopping booms -Mastercard | R
These Food Items Are Getting More Costly in 2022 | W
Another 'Great Resignation' wave is coming, Muse CEO says. How to prepare | C
China
China Evergrande Says Construction Has Resumed at Vast Majority of Its Projects | W
Japan
Japan's Nov factory output soars on jump in car production | R
Emerging
These Numbers Show How India's Economy Grew Steadily — Before Omicron Hit | B
Why investors remain bullish on India's start-up outlook for 2022 | C
Geopolitics & trade
Germany’s Vast Foreign Surpluses Are Finally Falling, Fulfilling an Old U.S. Demand | W
Industries & companies
Airlines: American Airlines, Saddled With Debt and Growing Pains, Turns to New CEO | W
Retail: Walmart Sparks Public Outcry in China Over Products From Xinjiang | W
Tech: Thanks to the Chip Shortage, Texas Instruments Is Worth $170 Billion | W
Tech: Apple closes stores to customers in New York City due to Covid surge | C
Corporate finance
The $900 Billion Cash Pile Inflating Startup Valuations | W
Virus
CDC recommends shorter Covid isolation, quarantine for all | C
Biden says Covid surge needs to be solved at state level, vows full federal support | C
Biden Tells Hutchinson, Governors He'll Support State Testing Plans Amid Omicron | B
Omicron hits airline crews and sparks hundreds of holiday flight cancellations | C
Fauci says U.S. should consider vaccine mandate for domestic air travel | C
December 27 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
Wall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022 | W
Omicron Isn’t Hurting Stocks. Why Investors Aren’t Worried. | BR
Commodities Gains Were Across the Board in 2021—Except for Gold | BR
Young people stand to make dismal returns on their investments | E
Global
Which economies have done best and worst during the pandemic? | E
US
U.S. holiday retail sales rise 8.5% as online shopping booms -Mastercard | R
Omicron Will Hurt U.S. Economic Growth But the Pain Won’t Last. | BR
China
Analysis: When China's leading paper ignores Xi, all bets are off | Nikkei Asia
China studied the collapse of the Soviet Union and learned three lessons to avoid a similar fate | ABC
The Electric-Vehicle Push Empowers China | W
Intel Apologizes After Asking Suppliers to Avoid China’s Xinjiang Region | W
Industries & companies
Energy: Battery Storage Soars on U.S. Electric Grid | W
Hotels: Hyatt Hotels Executive Makes Big Purchase of Stock | BR
Media: ‘West Side Story’ is officially a box office bomb | C
Retail: Retailers Have Become More Agile in Navigating Volatility. The Outlook Is Positive. | BR
Tech: Lawmakers Want Biden to Play Bigger Role Pushing Tech Legislation | W
Tech: Thanks to the Chip Shortage, Texas Instruments Is Worth $170 Billion | W
Virus
Fauci says Covid cases will go much higher as omicron spread continues, warns against getting complacent | C
As Omicron Spreads, What It Means to Be Fully Vaccinated Is Changing | W
Omicron drives Christmas weekend flight cancellations above 1,500 | C
Technology
Robotic dogs taking on jobs in security, inspection and public safety | C
December 22 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
In praise of profits – Ed Yardeni’s stirring defense of capitalism
Markets
U.S. Stocks Finish Sharply Higher, Ending Losing Streak | W
Global
Booming U.S. Economy Ripples World-Wide | W
US I
How the 2020s Economy Could Resemble the 1980s | N
Surging Inflation Has Workers Demanding Bigger Raises. Could It Lead to a Wage-Price Spiral? | W
Rising Prices Are a Consequence of Bad Politics | W
Biden Still Hopes to Strike ‘Build Back Better’ Deal With Manchin | W
Behind Manchin’s Opposition, a Long History of Fighting Climate Measures | N
Republicans, ideology, and demise of the state and local tax deduction | TheHill
US II
Covid-19 Pandemic Drives U.S. Population Growth to Record Low | W
American Workers Are Burned Out, and Bosses Are Struggling to Respond | W
Architects Are the Latest White-Collar Workers Drawn to Unions | N
Geopolitics & trade
Putin says Russia has 'nowhere to retreat' over Ukraine | R
Industries & companies
Airlines: Why the mask mandate on planes is good for business | NN
Airlines: Delta asks CDC to cut quarantine guidelines for breakthrough Covid, citing workforce impact | C
Energy: Battery Storage Soars on U.S. Electric Grid | W
Virus
Biden calls on Americans to vaccinate to fight Omicron as Europe braces for 'storm' | R
Covid: Biden says vaccinated can safely celebrate holidays as omicron spreads | C
CDC Dir. Walensky: “being vaccinated with two doses may not be enough” | C
Americans are tired of Covid, official response to omicron creates confusion | C
Biden Administration to Combat Omicron By Distributing 500 Million At-Home Covid-19 Test Kits | W
Omicron Is Turning Europe’s Busy Season Silent | N
Biden Is Considering Lifting Travel Ban on Southern African Countries | W
December 21 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
Dow Falls 1.2% on New Covid-19 Curbs | W
Stocks slide to start the week as omicron fears intensify, Dow falls 430 points | C
U.S. Sets 55-Mile-a-Gallon Fuel-Efficiency Standard for 2026 Models | W
US
With Biden spending plan blocked, economists lower 2022 growth forecasts | R
Schumer Plans Build Back Better Vote Next Year | W
Opinion | What Economists Think About Immigration Doesn’t Really Matter | N
Industries & companies
Autos: Electric vehicle stocks tumble after Manchin rejects Biden's climate and social plan | C
Media: 'Spider-Man: No Way Home' had second-highest domestic box office opening | C
Pharma: Biogen Cuts Price for Alzheimer’s Drug Aduhelm by Half | W
Geopolitics & trade
The U.S. Pursued Professors Working With China. Cases Are Faltering. | W
China’s Growing Access to Global Shipping Data Worries U.S. | W
Virus
Omicron Variant Accounts for 73% of U.S. Covid-19 Cases, CDC Says | W
Davos Economic Forum Is Postponed as Omicron Leads to Further Cancellations, Travel Bans | W
Moderna Says Covid-19 Booster Dose Works Against Omicron Variant in Lab Tests | W
Behind a New Pill to Treat Covid: A Husband-and-Wife Team and a Hunch | W
Corporate finance
Oracle’s Larry Ellison Targets the Health Cloud With $28.3 Billion Bid for Cerner | W
Crypto
The New Get-Rich-Faster Job in Silicon Valley: Crypto Start-Ups | N
Beyond markets
We’re Cursing More. Blame the #%$ Pandemic. | W
December 20 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
U.S. Stocks Close Lower Amid Interest-Rate Worries | W
Sky-High Lumber Prices Are Back | W
Global
Supply-Chain Mess Threatens Holiday Sales, From Hot Sauce to Board Games | W
Supply-Chain Crisis Isn’t Going Away | NR
Central banks
Central Banks Worry Omicron Could Sustain Inflation | W
Fed policymakers make case for rate hikes after end of bond-buying taper | R
China’s central bank cuts a benchmark rate for the first time since the pandemic | C
US
Vast Household Wealth Could Be a Factor Behind U.S. Labor Shortage | W
The Path Ahead for Biden: Overcome Manchin’s Inflation Fears | N
Sen. Joe Manchin says he won’t vote for Biden’s Build Back Better Act, potentially killing the social and climate bill | C
Covid-19’s Omicron Variant Starts to Take Toll on Businesses | W
China
In China, Job Cuts Mount in Sectors Hit by Tighter Regulations | W
Virus
Biden to deliver Tuesday speech on omicron variant as Covid cases rise |C
Omicron cases doubling in 1.5 to 3 days in areas with local spread, WHO says | C
U.S. to push for vaccines and boosters to stem ‘raging’ omicron variant, Fauci says | C
Omicron Prompts New Covid-19 Restrictions | W
Sens. Elizabeth Warren and Cory Booker test positive for Covid | C
China's Sinovac Vaccine Won't Fully Protect Against Omicron | B
December 18 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
Dow tumbles more than 500 points to end a volatile week, S&P 500 sheds 1% | C
U.S. Stocks Close Lower Amid Interest-Rate Worries | W
Emerging Markets Pose Long-Term Benefits Despite Short-Term Risk | N
Central banks
Central Banks Around the World Raise Rates as Fed Prepares Move | W
Analysis: Fed's hawkish pivot includes historically bullish view of U.S. job market | R
Omicron Is an Economic Threat, but Inflation Is Worse, Central Bankers Say | N
US
Inflation Is Near a 40-Year High. Here’s What It Looks Like. | W
What Will ‘Build Back Better’ Buy? Inflation.
Taking Joe Manchin Seriously | W
China
Special Report: Amazon partnered with China propaganda arm | R
Geopolitics & trade
Russia demands NATO roll back from East Europe and stay out of Ukraine | R
Virus
New York state reports highest number of daily Covid cases of entire pandemic at more than 21,000 | C
Doctors and Nurses Are ‘Living in a Constant Crisis’ as Covid Fills Hospitals | N
Pfizer executives say Covid could become endemic by 2024 | C
Pfizer Delays Plans to Seek Authorization of Covid-19 Vaccine for Young Children | W
Moderna Drops Pursuit of U.S. Patent for Key Component of Covid-19 Vaccine | W
Climate & energy
Nord Stream 2 won't go live in first half of 2022, German regulator warns | R
Alibaba Unveils Climate Goals, Seeks to Reassure Investors | W
Global Coal Power Expected to Hit Record Despite Climate Fight | W
U.S. to face increasing power reliability issues over next 10 years - NERC | R
December 17 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 13.
Markets
Stocks fall, Nasdaq drops nearly 2.5% as tech sector stumbles | C
Stocks, Led by Tech Shares, Fall Amid Decisions From Central Banks | W
Central banks
Europe’s Top Central Banks Take Divergent Tracks as They Confront Inflation | W
BOJ may scale back emergency funding as pandemic strains ease | Reuters
Dashing Fed’s Hopes, Low Unemployment Becomes an Inflation Threat | W
The Federal Reserve still has a lot of questions to answer about its long-term strategy | C
Jerome Powell, Fiscal Lobbyist | W
Global
Covid-19 Surge Slows U.S., European Recovery, but Supply Problems Ease | W
US
Build Back Better Senate vote likely delayed due to Joe Manchin’s opposition | Vox
Taking Joe Manchin Seriously | W
Top Biden Economist Cecilia Rouse: ‘I Really Do Believe’ Inflation Will Ease | B
Biden’s EV charging network plan will be slow going | Vox
White House Revs Up Trucker Recruitment Drive | W
Kamala Harris Says She and Biden Haven’t Discussed Running for Re-Election in 2024 | W
China
Podcast: Great Resignation in China Doesn’t Amuse President Xi Jinping | B
Industries & companies
Financials: How Banks Win When Interest Rates Rise | W
Financials: Climate Risks for Big Banks Could Hurt Financial System, OCC Says | W
Media: Fox News loses bid to dismiss Dominion's $1.6 billion defamation lawsuit on election coverage | C
Tech: Apple Makes 'Essentially Extortion' Payment to China
Corporate finance
Oracle in Talks to Buy Cerner | W
Virus I
Covid surge is gripping New York City ahead of the holidays: 'We've never seen this before' | C
CDC recommends Pfizer, Moderna vaccines over J&J due to rare blood clot cases | C
MIT scientist tells British Parliament COVID likely began in lab
Biden Says Unvaccinated Face Winter of Severe Illness, Death | B
Virus II
Apple delays return to corporate offices indefinitely | C
‘I Was Wrong’: Omicron Wrecks CEOs’ Plans for Office Return | B
Here We Go Again: NYC Shows Canceled, Cases Rise, Offices Empty | B
December 16 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 13.
Markets
Stocks Close Higher as Investors Welcome Fed Decision | W
Dow jumps 380 points, Nasdaq surges 2% in relief rally after Fed gives rate hiking timeline | C
Treasury Yields Rise After Fed Signals Turn to Tighter Monetary Policy | W
Fed will aggressively dial back its bond buying, sees three rate hikes next year | C
Central banks
Powell Declares Inflation Big Threat as Fed Signals Rate Hikes | B
Fed Officials Project Three Interest Rate Rises in 2022 and Accelerate Stimulus Wind-Down | W
US I
Democrats’ $2 Trillion Package Stalls as Manchin Talks Make Little Headway | W
Build Back Better Act: Democrats unlikely to pass Biden social spending plan | C
House Speaker Nancy Pelosi opposes banning stock buys by Congress members | C
US II
U.S. Retail Sales Slow With Holiday Shoppers Facing Inflation, Shortages | W
Campbell Soup CEO: Some inflation causes will be difficult to overcome | C
How millions of jobless Americans can afford to ditch work | NN
More People Quit to Take a New Job From an Old Boss | W
China
Xi Jinping’s Leadership Style: Micromanagement That Leaves Underlings Scrambling | W
Japan
Japan's factory activity growth slows in December - flash PMI | R
Geopolitics & trade
U.S. Set to Ban American Investment in Some Chinese Companies Over Surveillance | W
Cybersecurity
Hackers Backed by China Seen Exploiting Security Flaw in Internet Software | W
Virus
Princeton, Cornell, Others Urge Students to Head Home Because of Covid-19 Outbreaks | W
Covid: Delta drives surge of U.S. hospitalizations amid omicron fears | C
Omicron: UK reports record daily Covid cases since pandemic began | C
December 15 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 13.
Markets
U.S. Stocks Extend Monday’s Losses | W
Central banks
BOJ's Kuroda says inflation may approach 2% target through 'various channels' | R
The Federal Reserve is expected to take a very big step toward its first rate hike | C
Investors Should Care About the Logic Behind the ‘Powell Pivot’ | W
Fed mistake is behind surging housing, auto prices, Peter Boockvar says | C
US
U.S. Senate approves boosting debt limit to $31.4 trillion, sends to House | R
U.S. Producer Prices Climbed Sharply in November | W
Millennials Are Supercharging the Housing Market | W
China
China retail sales grow by 3.9% in November, slower than expected | C
Xi Jinping says China must be ‘self-sufficient’ in energy, food and minerals amid global challenges | SCMP
China Fines Weibo for Spreading ‘Illegal Information’ | W
Japan
Japan admits overstating GDP component data for years | R
Geopolitics & trade
U.S. House passes measure clamping down on products from China's Xinjiang | R
Corporate finance
Biden Administration Presses to Scrutinize Bank Mergers, Potentially Delaying Deals | W
Virus
Covid booster dose is crucial against omicron variant, here's why | C
Omicron is spreading faster than any other Covid variant, WHO warns | C
Google employees to lose pay if don't comply with vaccination policy | C
Kroger to End Some Covid-19 Benefits for Unvaccinated Workers | W
JPMorgan Tells Unvaccinated Workers To Stay Home | W
Technology
Heating Your Home Is Expensive and Carbon Heavy. Will Heat Pumps Help? | W
December 14 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 13.
Markets
S&P 500 retreats from record to start the week, Dow sheds 300 points | C
Lithium Prices Soar, Turbocharged By Electric-Vehicle Demand and Scant Supply | W
Meme stocks AMC, GameStop tumble to lowest levels in months as investors take off risk | C
Global
Omicron, Inflation, Evergrande: 10 Biggest Risks to the Global Economy in 2022 | B
Central banks
How long until Democrats throw Jerome Powell under the bus? | TheHill
Global Central Banks Diverge as Omicron Clouds Growth, Inflation Outlook | W
US I
Why U.S. Job Gains Are So Hard to Count During Covid-19 | W
Jobs have never been so secure. Bosses have stopped firing people | NN
Opinion | How the Great Resignation Could Help Workers | N
US II
Who's to blame for inflation? It's complicated | NN
How Do You Feel About Inflation? The Answer Will Help Determine Its Longevity | W
U.S. Home-Price Surge Looks Much Tamer in Government CPI Report | B
Rent is going up again. Here's why. | C
Real estate investment trust are one option for inflation protection | C
US III
What’s still in Democrats’ Build Back Better Act? - Vox
The Real Cost of Biden’s Spending Plan | W
Republicans mustn’t enable Biden's overspending by waiving PAYGO | Washington Examiner
Biden Seems Set on Making ‘Transitory’ Inflation Last | W
The Biden Stagflation Is Coming | W
China
China’s Quest for Space Power Starts With Moon Dust | W
Used Electric Car Sales Jump in China With Tesla, Xpeng, Li Auto, Nio Sought | B
Geopolitics & trade
Fear of Iran, Shrinking U.S. Role in Middle East Push Rivals Together | W
Industries & companies
Financials: UBS Penalties Slashed by Around $3 Billion in French Tax Case | W
Media: Vox Media, Group Nine Media in Advanced Talks to Merge | W
Tech: Apple nears $3 trillion market cap. Why it still has more room to run | C
Virus
Supreme Court rejects bid to block Covid vaccine mandate for NY health workers | C
Northeast States Deploy Soldiers and Home Tests in Covid Battle | B
Prime Minister Boris Johnson says at least one patient has died with omicron | C
Beyond markets
Elon Musk named Time's 2021 'Person of the Year' | R
December 13 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 6.
Markets
Why the Markets Shrugged Off the Latest Inflation Numbers | BR
ETF Inflows Top $1 Trillion for First Time | W
Iran Bases Next Year’s Budget on $60-a-Barrel Oil, Fars Says | B
Own everything but bubble assets tech, crypto: investor Rich Bernstein | C
Central banks
Inflation Surge Pushes U.S. Real Interest Rates Into More Deeply Negative Territory | W
The Fed Is the Main Inflation Culprit | W
America’s economy needs tighter monetary policy | E
US
Biden Aims to Win Pivotal Democrat’s Support for $2 Trillion Spending Plan | W
Janet Yellen Walks Political Tightrope to Deliver on Biden’s Climate Promises | W
How inflation is changing the 2022 annual work pay raise equation | C
How landlords thwart America’s attempts to house poor people | E
In Bid for Control of Elections, Trump Loyalists Face Few Obstacles | N
China
Another Problem for Chinese Stocks: Activists Press Big Investors on Human Rights | BR
Abandoned Projects Shatter Confidence in China’s Housing Market | B
Geopolitics & trade
G-7 warns Russia of 'massive consequences' if it attacks Ukraine | C
If the United States pulls back, the world will become more dangerous | E
Corporate finance
Buybacks Hit Record After Pulling Back in 2020 | W
Technology
AWS outage and HashiCorp IPO point to a multicloud future | C
Over-the-Counter Hearing Aids Are Coming. Here’s How to Get Ready. | W
Virus
Israeli study finds Pfizer Covid booster protects against omicron variant | C
Covid booster is 'optimal care,' but fully vaccinated definition stays put, Fauci says | C
UK hikes its coronavirus threat level as omicron variant surges | C
Where Are Workers Going? Long Covid Prevents Millions From Returning to Work. | BR
Climate
Tornado Left Deadly Path of Destruction up to 250 Miles Long in Six States | W
Late snowfall in the American West is part of pattern | E
December 10 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 6.
Markets
Elon Musk, Other Leaders Sell Stock at Historic Levels as Market Soars, Tax Changes Loom | W
Analysis: Xi's next term needs a new China portfolio, investors say | R
Global
IMF chief economist sees inflationary pressures, risks from Omicron | R
How Supply Chain Disruptions Are Affecting the Medical Device Industry | N
US
U.S. Jobless Claims Fall to Lowest Level in 52 Years | W
Investors brace for the highest inflation reading in nearly 40 years | C
U.S. household wealth increase in Q3 smallest of pandemic era, Fed says | R
US II
U.S. Senate passes, sends Biden bill paving way for debt limit hike | R
Dems' $1.9T spending bill likely most expensive bill of past 50 years | P
Covid relief money: US has used most, but billions haven't been spent | C
Europe
Uber Workers Would Be Classed as Employees Under EU Proposal | W
Japan
Japan's wholesale inflation hits record high as price pressure broadens | R
China
China’s Latest Challenge Is Engineering a Soft Landing for a Sputtering Economy | W
China Evergrande Has Defaulted on Its Debt, Fitch Says | N
Geopolitics & trade
China’s Treatment of Uyghurs Amounts to Genocide, U.K.-Based Panel Finds | W
U.A.E. Shut Down China Facility Under U.S. Pressure, Emirates Says | W
Industries & companies
Financials: Bank stocks still have room to grow, portfolio manager says | C
Virus
Explainer: Omicron vs COVID-19 vaccines: What more do we need to know? | R
Bill Gates: How Covid pandemic ends and becomes endemic with omicron | C
FDA expands Pfizer Covid booster eligibility to 16- and 17-year-olds | C
Corporate finance
Amazon Fined $1.3 Billion in Italian Antitrust Case | W
December 09 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 6.
Markets
U.S. Stocks Finish Higher, Led by Nasdaq | W
Stock Market’s Covid Pattern: Faster Recovery From Each Panic | N
Climate
Biden to order federal government to become carbon neutral by 2050 | C
Central banks
Powell's fourth major shift raises questions about Fed’s policy cred | C
Federal Reserve's Powell will do too little too late to save U.S. economy | WT
Beijing Reins In China’s Central Bank | W
US I
U.S. job openings jump to 11 million; fewer workers voluntarily quitting | R
Jobs Gap Has Grown to Two Unemployed Workers Per Three Openings Since Summer | W
Workers Are Poised to Take Greater Slice of the Pie | W
Pandemic-Era ‘Excess Savings’ Are Dwindling for Many | N
'6% inflation is devastating' to Americans, financial expert says | C
This Inflation Defies the Old Models | W
US II
Think You'll be Safe from 'Wealth Taxes'? Think Again | RealClearPolitics
Meet The Billionaires Donors Who Have Contributed To Senator Kyrsten Sinema's Campaign | FO
Why Washington Won’t Fix Student Debt Plans That Overload Families | W
Europe
Italy, Recovering Under Draghi, Debates His Premiership | W
Industries & companies
Manufacturing: Lego to Build New Factory in Asia to Meet Rising Demand | W
Virus
Covid cases more than doubled in South Africa last week as omicron variant spreads, WHO says | C
Pfizer, BioNTech vaccine neutralises Omicron with three shots | R
Not Vaccinated? In Singapore, You’ll Pay for Your Own Covid-19 Treatment | W
December 08 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 6.
Markets
U.S. Stocks Close Higher, Oil Gains on Omicron Optimism | W
Junk-Bond Investors Fear Bumpy 2022 After November Slump | W
US I
To Fix the Problem of Bare Shelves, Fix American Ports | RCMs
Companies Plan Big Raises for Workers in 2022 | W
Amazon Emerges as the Wage-and-Benefits Setter for Low-Skilled Workers Across Industries | W
The Big Quit — and what Americans want from a job after COVID-19 | TheHill
Traffic in Cities Is Rising but Still Largely Below Pre-Pandemic Levels | W
US II
Biden bank regulator pick Saule Omarova withdraws after Senate fight over her background | C
Elon Musk speaks out against Biden social spending and climate bill | C
China
China Evergrande Heads Toward Default as It Misses Payment Deadline | W
Japan
Japan's Q3 GDP revised down to 3.6% annualised contraction | R
Geopolitics & trade
Biden Warns Putin Invasion of Ukraine to Be Met With Economic Response and More | W
China Aims to ‘Revise the Global Rule Set,’ Top U.S. General Says | W
Industries & companies
Autos: Ford is doing 'whatever it takes' to double production capacity for electric F-150 pickup, says CEO | C
Communication Services: How TikTok Reads Your Mind | N
Tech: Amazon Web Services outage causes issues at Disney+, Netflix, Coinbase | C
Virus
Early Lab Test Shows Omicron Weakening Vaccine Effectiveness [But Helps Against Severe Disease] | W
Covid: Pfizer CEO says omicron appears milder but could lead to more mutations | C
The US needs a clear Covid-19 goal now more than ever | Vox
U.S. court temporarily halts Biden's vaccine mandate for federal contractors nationwide | C
December 07 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on December 6.
Markets
Boeing, travel stocks surge as investors shrug off omicron concerns | C
Global
The Supply Chain’s Inconvenient Truth – Michael Rentz | lawliberty.org
California ports delay imposing unprecedented fees on carriers | C
Central banks
High Inflation, Falling Unemployment Prompted Powell’s Fed Pivot | W
Opinion | Why the Fed Chair Won’t Call Inflation ‘Transitory’ Anymore | N
China to cut reserve requirement ratio for second time this year to boost economic growth amid strong headwinds | SCMP
US
David Perdue to Challenge Georgia Gov. Brian Kemp in Republican Primary | W
High-Income Business Owners Escape $10,000 Tax Deduction Cap Using Path Built by States, Trump Administration | W
China
China Moves to Boost Slowing Economy | W
China Increasingly Obscures True State of Its Economy to Outsiders | W
China Evergrande’s Managed Restructuring Is Under Way; Stocks and Bonds Sink | W
U.S. officials to boycott Beijing Olympics over rights 'atrocities' | R
Hong Kong protests: Telegram group operator jailed for nearly 5 years over incitement offences tied to 2019 clashes | SCMP
Corporate finance
Toyota to build $1.29 billion EV battery plant in North Carolina | C
Chinese AI Leader SenseTime Launches Scaled-Back IPO Amid Tech-Stock Rout | W
Virus
Omicron travel: Here are the new rules to enter the U.S. from abroad | C
Omicron Covid variant's risk profile starts to emerge with early data | C
Daily COVID deaths are just 0.00026 percent of the US population — it’s time to move on | P
New York City Sets Covid-19 Vaccine Mandate for Private-Sector Workers | W
Pfizer and Merck Covid-19 Pills Are Coming Soon in the U.S., but Other Countries Will Have to Wait | W
WHO strongly advises against convalescent plasma for treating Covid patients | C
December 06 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 29.
Markets
Small-Cap Stocks Hit Hard by Covid-19 Omicron Variant | W
The Mutual Fund That Ate Wall Street—Based on an Index Few People Know About | W
Central banks
The Case Against Green Central Banking by Willem H. Buiter | PS
Global
Retreat From Globalization Adds to Inflation Risks | W
US
Evidence for the “great resignation” is thin on the ground | E
Geopolitics & trade
Chinese Tariffs Fuel Boom in U.S. Trade With Tech Exporter Taiwan | W
China Seeks First Military Base on Africa’s Atlantic Coast, U.S. Intelligence Finds | W
BlackRock investments in China: Consumers' Research warning consumers, governments | FO
Industries & companies
Autos: Elon Musk Needs China. China Needs Him. The Relationship Is Complicated. | W
Consumer Discretionary: How Amazon beats supply chain chaos with ships and long-haul planes | C
Cruise Lines: Norwegian Cruise ship with Covid-19 infections arrives in New Orleans | C
Tech: Nvidia’s Deal Setback Eased by Soaring Chip Demand | W
Crypto
Bitcoin’s weekend carnage sends jitters through the crypto markets | MSN
Hackers take $196 million from crypto exchange Bitmart, security firm says | C
Virus I
Biden and Local Officials Avoid Lockdowns, New Mask Mandates in Omicron Fight | W
CDC chief: Omicron Covid variant in 15 states and cases likely to rise | C
Clues to Omicron Variant’s U.S. Spread Include Test Samples, Sewage | W
WHO's top scientist says Omicron could displace Delta | R
Omicron Mutation Speed Worries Scientist Who Discovered Variant | B
Virus II
S. African official says children sick with COVID-19 have mild infections | R
Omicron Covid variant may have picked up a piece of the common-cold virus | C
Is the best strategy against omicron to boost with the original vaccine? | C
U.S. Plans to Fast-Track Revamped Covid-19 Vaccines | W
U.S. Ready to Expedite Omicron-Specific Vaccine, If Needed | Barron's | BR
Omicron Mutations Signal Vaccine Evasion, But Similar Symptoms | B
Germany plans to make vaccination compulsory for some jobs | R
December 04 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 29.
Markets
Stocks, yields slide after U.S. jobs report as Omicron looms | R
Markets End Downbeat Week as Tech Stocks Fall, Omicron Weighs On Markets | W
Worst-performing tech stocks this week suggest U.S. over lockdowns | C
JPM’s Kolanovic Says Buy the Dip, Omicron May Be Less Deadly | B
Didi Hunts for Way to Delist in New York, Rocking Other Chinese ADRs | W
Central banks
November’s Jobs Message to the Federal Reserve | W
Global
Global tax deal leaves billion-dollar loopholes, Reuters analysis finds | R
US
America Is Running Out of New Ideas | The Atlantic
Gains in Workforce Point to Loosening of Labor Market | W
Supply Chain Snarls for Cars on Display at a Kansas Terminal | N
Europe
Europe Sees Boost in Uptake of Covid-19 Shots but Vaccine Mandates Are Still on the Table | W
Virus
U.S. Covid vaccinations spike as several states confirm omicron cases | C
South Africa’s New Covid Cases Almost Quadruple in Four Days | B
Omicron variant may have picked up a piece of common-cold virus | R
Omicron Cases at Norway Christmas Party Provide Clues on New Variant’s Spread | W
Lilly’s Covid-19 Antibody Treatment Authorized for Use in Children | W
Beyond markets
The Financialization of Everything | The Atlantic
December 03 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 29.
Markets
Stocks Finish Higher After Omicron-Driven Selloff | W
Recurring revenue loans show how everything is a growth stock | B
The FAANG Market Is Fading | Morningstar
Didi Global Plans to Delist From New York Stock Exchange | W
Central banks
Fed’s Bostic Wants to Accelerate Pace of Bond Buying Taper | W
US
Covid-19 Made Americans Into Super Savers. Now They’re Hoarding Cash. | W
China
Kaisa Default Risks Rise After Swap Rejected: Evergrande Update | B
Geopolitics & trade
U.S. to Lead Global Effort to Curb Authoritarians’ Access to Surveillance Tools | W
Corporate finance
U.S. FTC sues to block Nvidia deal to buy Arm | R
Technology
U.S. to Lead Global Effort to Curb Authoritarians’ Access to Surveillance Tools | W
Virus
Covid news: Biden says no lockdowns, won't expand vaccine mandates this winter | C
Biden to Toughen Testing for International Travelers to Slow Omicron | W
Scientists Studying Omicron in South Africa See Rise in Covid-19 Reinfections | W
December 02 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 29.
Markets
Dow Falls More Than 400 Points as Omicron Fuels Volatility | W
More Chinese developers seek domestic bond issuance | R
Global
Global Inflation Set to Be Higher for Longer, Says OECD | W
Central banks
‘No’ on Fed Chairman Jerome Powell | W
Fed’s Mester Open to Faster Taper to Win Space for Rate Hike | B
US
Yellen Defends Spending Plans Amid Growing Angst Over Higher Inflation | W
China
China's War on Crypto | reason.com
A Game Designer in Beijing Bought Toy Guns. China Imprisoned Him. | N
Industries & companies
Communication Services: Investors Snap Up Metaverse Real Estate in a Virtual Land Boom | N
Energy: Exxon to Continue Leaner Spending as Covid-19 Threat Lingers | W
Tech: Big Tech’s Liability Shield Is Under Siege | W
Tech: Apple backs exemptions for Trump tariffs on Apple Watches and Mac Pro parts | C
Tech: Qualcomm jumps into hot gaming market with new chip for portable game consoles | C
Corporate finance
Nuclear-Fusion Startup Lands $1.8 Billion as Investors Chase Star Power | W
Virus
CDC confirms first U.S. case of omicron Covid variant has been detected in California | C
Covid-19 Cases Nearly Double in South Africa as Omicron Reaches More Countries | W
U.S. to extend transit mask mandate through mid-March, sources say | C
December 01 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 29.
Markets
Stocks, oil slide as Omicron worries push investors to safe havens | R
Gas Prices Pressure Drivers’ Finances | W
Hawkish Jerome Powell Is a Force Markets Haven’t Faced in Three Years | B
Central banks
Powell Lays Groundwork for Faster End to Stimulus as Inflation Outlook Worsens | W
Jerome Powell Ditches “Transitory” Inflation Tag, Paves Way for Rate Hike | B
Powell places faster bond-buying taper on Fed's Christmas table | R
Global
Covid-19 Variant Omicron Threatens U.S., Global Economies | W
Omicron Variant Starts to Hit Travel, Business Flights and Events | W
US
Americans Think Job Market Is Getting Better But See US Economy Getting Worse | B
Industries & companies
Financials: PayPal CEO: Use of buy now, pay later option soared on Black Friday | C
Virus
Omicron Risks Infecting Vaccinated People but May Not Cause Them Severe Illness | W
Moderna CEO says COVID vaccines will struggle with Omicron | P
Fauci: Omicron Covid variant found in 20 countries but not yet in U.S. | C
New York AG: Amazon dropped Covid safety protocols in warehouses | C
Climate
ESG Book aims to 'disrupt' sustainability sector with free data | R
November 30 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 29.
Markets
Stocks Close Higher as Investors Shrug Off Omicron Worries | W
Oil prices rise on bets OPEC+ will hold off output hike | R
Central banks
Fed Chair Powell says omicron variant poses risk to economy, complicates inflation | C
Fed's Powell sees inflation lingering, risks from COVID | R
US
Workers Quit Jobs in Droves to Become Their Own Bosses | W
More leisure, less work: Will the 'COVID revolution' last? | TheHill
FTC Asks Amazon, Walmart for Information About Supply-Chain Issues | W
Biden's dangerous plan to paper over inflation via more government handouts | P
Biden Administration to Redirect Rental-Assistance Funds to Areas With Greater Demand | W
China
China’s Gen Z Lies Flat, and Beijing Has Few Answers | B
Electric-Car Craze Drives China’s Companies to Go Extra Mile for Lithium | B
Industries & companies
Autos: BMW unveils high-performance XM hybrid electric concept vehicle | C
Financials: Goldman Sachs Rolls Out New Worker Benefits to Combat Employee Burnout | W
Virus
Biden says he doesn't expect more travel restrictions or lockdowns as Covid omicron variant spreads | C
Covid omicron variant: Biden directs FDA, CDC to clear new vaccines if needed | C
Pfizer CEO confident Covid treatment pill effective against omicron variant | C
Covid news: CDC tells adults to get booster shot amid omicron concerns | C
FDA Moving to Authorize Pfizer-BioNTech Booster for 16-, 17-Year-Olds | W
Some Hospitals Prepare to Lose Staff Over Covid-19 Vaccination Mandate | W
Climate
Nurdles: the worst toxic waste you’ve probably never heard of | Plastics | The Guardian
Who’s Afraid of Climate Geoengineering? - The American Spectator | USA News and Politics
Beyond markets
Blockchain Explained in 50 Lines of Code
November 29 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 22.
Markets
Elon Musk and the Dangers of Another Stock Bubble | The New Yorker
Central banks
Fed's Bostic says he remains open to faster taper and one or two rate hikes in 2022 | R
Brainard’s Nomination Promotes a Close Powell Ally on Recent Fed Innovations | W
El-Erian Says Fed Should Recognize Inflation Isn’t Transitory | B
US
Supply Chain Shortages Help a North Carolina Furniture Town | N
Why Are Blue-Collar Americans Dying of Despair? | B
Companies See Omicron Variant as Latest Unknown in a Pandemic Full of Shocks | W
Omicron Looms Over Great Resignation, Lie Flat Worker Movements | B
Where the Money to Pay for Biden’s Budget Bill Will Come From | BR
Years of Delays, Billions in Overruns: The Dismal History of Big Infrastructure | N
Max Hastings: Texas or California Seceding? It’s Not That Far-Fetched | B
Europe
Eurozone Inflation Likely Hit Record High in November | W
Germany’s new government holds great promise | E
China
Chinese scientists strike early gold in race to nuclear fusion power | South China Morning Post
Geopolitics & trade
Taiwan Sees Biggest Flyby of Chinese Warplanes Since October | B
Industries & companies
Health Care: A Cure for Type 1 Diabetes? For One Man, It Seems to Have Worked. | N
Media: Thanksgiving box office tops $142 million, 'Encanto' earns top spot | C
Retail: Black Friday shopping in stores drops 28% from pre-pandemic levels | C
Retail: Shoppers are buying from resale retailers more than ever. Here's why | C
Tech: IBM Is Finally Growing Again. The Stock Looks Cheap. | BR
Tech: How to Invest in Quantum Computing Today. 1 Stock to Buy. | BR
Virus
Omicron coronavirus variant spreads with cases detected in Netherlands, Denmark, Australia | C
Omicron Variant Is Reported in More Countries as Officials Grapple With How to Respond | W
How Europe should deal with covid-19 | E
China study warns of 'colossal' COVID outbreak if it opens up like U.S., France | R
Moderna says an omicron variant vaccine could be ready in early 2022 | C
Covid news: Pfizer-BioNTech, Moderna, J&J, AstraZeneca investigating omicron | C
Climate & Technology
Extremely strong magnitude-7.5 earthquake hits northern Peru | C
Nuclear Fusion Is Closing in on Viability | Time
Corporate finance
Adventure capitalism | E
Beyond markets
What's the Point of NFTs? | reason.com
November 24 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
S&P 500 Hangs Onto Gains While Bond Yields Rise | W
Dow climbs nearly 200 points but Nasdaq falls again as rising rates divide the market | C
U.S. Joins With China, Other Nations in Tapping Oil Reserves | W
Global
Strong Demand, Continued Shortages Push Up Prices in U.S. and Europe | W
California’s Busiest Port is Straining the Global Supply Chain, Causing Delays | B
Central banks
How Will Fed Regulate Wall Street? Biden’s Central Bank Picks Leave Question Unanswered | W
Opinion | Powell Needs to Cool the Economy Now to Avoid Recession Later | N
US
Taxes: Biden Bill Has Cut for Mere Millionaires, Hike for Mega Rich | B
China
China Finds 12 Million Children as Birth Rate Plunges to Record Low | B
Industries & companies
Autos: Tesla Texas 'Gigafactory' will cost at least $1.06 billion: filings | C
Retail: Walgreens, Walmart and CVS Pharmacies Contributed to Opioid Epidemic, Ohio Jury Finds | W
Retail: Mall Brands Gap (GPS), Nordstrom (JWN) Tumble After Earnings Reports | B
Tech: Dell Earnings Report: PC Revenue Sets Company Record | B
Tech: HP stock jumps after earnings beat, CEO says return to office driving PC demand | C
Virus
New French COVID-19 infections surge over 30,000 in past 24 hours | R
Covid Surge: Hospitals Are Suffering in Highly Vaccinated New England | B
November 23 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
S&P 500 Edges Lower as Investors Digest Powell Nomination | W
Central banks
Biden to Nominate Jerome Powell for Second Term as Federal Reserve Chairman | W
Biden Says Powell's Renaming Keeps the Fed Stable and Independent | B
Jerome Powell Will Face a Very Different Economy in a Second Term | W
Fed Atlanta President Bostic: Faster Taper Allows for Rate Hikes Earlier | B
Climate & energy
'Greenflation' a risk for renewable energy, but long-term viability intact | R
US
The roots of inflation go far beyond the supply chain | TheHill
U.S. Home Sales on Track for Biggest Year in 15 Years | W
Gen Z is 25% of the workplace — but do the most complaining | P
Biden Administration to Raise Minimum Wage to $15 an Hour for Federal Contractors | W
The White House’s Hammer And Sickle – Issues & Insights
Samsung to Choose Taylor, Texas, for $17 Billion Chip-Making Factory | W
Geopolitics & trade
China Is Expanding Its Effort to Launch Weapons From Hypersonic Missiles | W
Choose a side, China tells Taiwan firms as it punishes conglomerate | R
How Hunter Biden’s Firm Helped Secure Cobalt for the Chinese | N
Corporate finance
Ericsson to Buy Vonage for $6.2 Billion, Bulking Up Cloud Presence | W
Authentic Brands Raises $3.5 Billion, Pushes Back IPO | W
Virus
Austria locks down, Merkel says new steps needed as Europe faces COVID freeze | R
U.S. issues 'Do Not Travel' COVID-19 warning for Germany, Denmark | R
How Bad Is Covid in the US? This Wave as Bad as November 2020 in Some Places | B
Pfizer's COVID-19 vaccine trial data shows long-term efficacy in adolescents | R
November 22 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
Market is a bad inflation report away from correction: Jeremy Siegel | C
Central banks
Biden has a major economic decision to make and he can’t seem to pull the trigger | PO
Milton Friedman Is More Relevant Than Ever | Crain's Chicago Business
Global
Supply-Chain Problems Show Signs of Easing | W
The world is entering a new era of big government | E
US I
Modern Monetary Theory Isn’t the Future. It’s Here Now. | W
Psaki's 'No Economist' Assertion Draws Some Inflation Dissenters | RealClearPolitics
Biden Administration Aims to Close Gaps Among Lawmakers for Reconciliation Bill | W
Biden Nominee Omarova's Collectivist Ideology Is Fair Game | NR
US II
Home Prices Are Surging. The Manufactured-Housing Industry Sees an Opening. | W
Is not getting a 6% raise amid inflation actually taking a pay cut? | C
Californians Flee the Coast to Inland Cities in a Mass Pandemic-Era Exodus | W
China
China Is Changing, But Investors Can Still Win. Here’s How. | BR
Industries & companies
Communication Services: Executives wax poetic on the metaverse during Q3 earnings calls | C
Virus
Covid vaccine: All U.S. adults can get Pfizer, Moderna boosters after CDC gives final OK | C
Germany debates compulsory vaccination as fourth COVID wave rages | R
Breakthrough infections raise health, death risk; vaccine passports without testing allow cases to be missed | R
Covid-19 Breakthrough Hospitalizations Concentrated Among Most Vulnerable | W
November 20 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
COVID comeback threatens fresh setback for European market bulls | R
How to Beat Retirement’s Nemesis: Inflation | N
Oil prices fall 4% to six-week low on lockdown worries, but don’t expect much relief at the pump yet | C
Central banks
Two Democrats Oppose Powell for Fed Chair, Citing Climate Change | W
Two Fed Officials Weigh Prospect of Speeding Bond-Buying Taper Process | W
Top Fed Official Warns Against Coordinated Global Monetary Policy | W
Fed Programs Have Kept Finance Flowing to Fossil Fuels | W
US
The House passed Biden’s massive social safety net and climate bill. Here’s what happens next | W
The Surprise Winners From Biden’s $2 Trillion Spending Bill: Wall Street and Tobacco Companies | W
NYC Hospital Warns of Nurse Shortage, ‘Inflationary Spiral’ | B
Japan
Japan Plans $490 Billion Stimulus to Jolt Struggling Economy | W
Beware of Japan’s “New Capitalism” | PS
China
China’s Big Commodity Inflation Scare Is Easing -- For Now | B
Geopolitics & trade
Secret Chinese Port Project in Persian Gulf Rattles U.S. Relations With U.A.E. | W
Industries & companies
Aerospace: Boeing Dreamliner Defects Bog Down Production | W
Autos: Ford and Rivian cancel plans to jointly develop an electric vehicle | C
Retail: The Great Shopping Reset: How the Pandemic Helped Fix the Retail Industry | W
Corporate finance
Bain, Hellman & Friedman Near Deal to Buy Athenahealth | W
Virus
Pfizer-BioNTech, Moderna Covid-19 Boosters for All Adults Backed by FDA, CDC | W
Covid cases rise yet again in U.S. ahead of Thanksgiving holiday | C
Austria infuriates many with full lockdown as Germany warns it may follow suit | R
Facing new COVID wave, Dutch delay care for cancer, heart patients | R
Beyond markets
Citadel CEO Ken Griffin pays $43.2 million for Constitution copy, outbidding crypto group | C
November 19 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
S&P 500 rises in choppy session as Nvidia leads gains in tech shares | C
S&P 500 Sets Another Record Following Earnings From Macy’s and Kohl’s | W
Supply-Chain Snarls Deliver Windfalls to Wall Street | W
Energy
Biden’s Remedy for High Gas Prices: Blame Oil Companies | B
Biden Oil Price Approach Is Working and He Hasn’t Even Acted | B
Central banks
A dovish rate hike? The case that loose Fed policy could backfire on jobs | R
If Biden picks Brainard over Powell for Fed chief, expect an immediate market impact | C
US I
Rising Prices Weigh on Biden as Voters Blame Him for Inflation | B
House Closes In on Vote on $2 Trillion Social Spending and Climate Bill | W
Democrats' $2 trillion spending bill excludes student loan forgiveness | C
Congress Debates Requiring Women to Register for Military Draft | W
Cities Try to Lure Factories as U.S. Pushes to Fix Chip Shortage | N
US II
Why the 'Great Resignation' may not last very long | C
No 'great migration': Americans stayed put during pandemic | CSMonitor.com
Ultra-Rich Skip Estate Tax and Spark a 50% Collapse in IRS Revenue | B
Ark Invest’s Wood dumps nearly all of her Zillow holdings | C
China
China Evergrande to Shed Stake in Tencent-Backed Venture for $273 Million | W
Geopolitics & trade
Beijing Olympics: Biden says U.S. is considering diplomatic boycott | C
Industries & companies
Autos: Ford, GM Step Into Chip Business | W
Communication Services: Instagram’s Effects on Children Are Being Investigated by Coalition of States | W
Logistics: FedEx (FDX) Sees 10% Rise in Holiday Package Volume to Record Levels | B
Retail: CVS store closures: To shut about 300 stores a year over next three years | C
Retail: Nike teams up with Roblox to create a virtual world called Nikeland | C
Corporate finance
Bayer CEO Rejects a Breakup After J&J and General Electric Split | B
Macy’s Hires Adviser to Study Separation of E-commerce Business | W
Virus
Covid-19 Surge Prompts Renewed Lockdown in Parts of Europe | W
Covid boosters: States are already telling all adults to get third shots | C
U.S. Buys 10 Million Treatment Courses of Pfizer’s Covid-19 Pill for $5.29 Billion | W
New Reconstruction Points to Animal Origins for Covid-19 | W
Apple pushes back return to office plan to February | C
November 18 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
U.S. asks Japan, China, others to consider tapping oil reserves, sources say | C
Biden Asks FTC to Examine Oil, Gas Companies’ Role in High Gasoline Prices | W
Central banks
Growth, jobs and inflation clash in Biden Fed choice | R
Fed's Waller says stablecoins do not need to be subject to full banking rulebook | R
Dallas Fed begins search for new president, hires search firm | R
Climate
Bill Gates' TerraPower to build its first nuclear reactor in Wyoming coal town | C
US
U.S. homebuilding drops, construction backlog surges as shortages worsen | R
Young Americans Live With Their Parents As Housing Prices Soar | B
Opinion: Here's when high inflation will come to an end | NN
China
China’s $6 Trillion Hidden Debt Gets Stress-Tested in Downturn | B
China, U.S. to Ease Limits on One Another’s Journalists | W
Geopolitics & trade
U.S. Should Restrict Investment in China Due to Security Concerns, Panel Says | W
Industries & companies
Autos: Autonomous Vehicles Could Solve the U.S. Truck Driver Shortage | B
Real Estate: What Went Wrong With Zillow? A Real-Estate Algorithm Derailed Its Big Bet | W
Retail: Walmart and Target clash with investors over low-price strategy | C
Retail: Target, TJX Post Strong Sales, Say They Have Plenty in Stock for Black Friday | W
Retail: Lowe's looks to drive sales by helping baby boomers stay in their homes | C
Tech: Apple to Launch Self-Service Repair Program in Early 2022 | W
Virus
White House: 10% of 5- to 11-year-olds in U.S. already have first Covid shots | C
November 17 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
Stocks Edge Higher as Retail Sales Grow | W
Retail boost helps lift S&P 500 | R
Asian shares tick up on China property relief, focus shifts to Sino-U.S. talks | R
Natural-Gas Prices Jump as Germany Pauses Certification of Russian Pipeline | W
US
U.S. retail sales surge as Americans kick off holiday shopping, brighten economic outlook | R
Retail Sales Rose by 1.7% in October Despite High Inflation | W
Biden Hits Road to Promote Infrastructure Law as Democrats Debate Spending Plans | W
What will your raise look like in 2022? There's good news and bad news | NN
As Port of Los Angeles import backups ease, empty containers pile up | R
Fannie Mae, Freddie Mac to Back Home Loans of Nearly $1 Million as Prices Soar | W
Emerging
The Case of Evergrande: Is There a Housing Bubble in China? | AIER
India, China, BRICs: How Top Emerging Economies Fared Over 20 Years | B
Geopolitics & trade
Biden, Xi Cool Down Hostilities in Virtual Meeting | W
Biden, Xi Open to Nuclear-Arms Talks, White House Says | W
Secretive Chinese Committee Draws Up List to Replace U.S. Tech | B
Afghanistan’s Shiite Minority Cautiously Embraces Taliban Rule, Seeking Protection | W
Industries & companies
Financials: Analysis: Banks that helped GE, others bulk up now profit from break-ups | R
Pharma: Pfizer Submits Covid-19 Pill for FDA Authorization | W
Retail: Walmart Is Already Planning for a Post-Inflation World | B
Retail: Walmart Raises Forecast and Says Shelves Are Stocked for Holiday Shoppers | W
Retail: Home Depot Sales Rise, Continuing Pandemic Streak | W
Virus
Covid-19 Boosters Become Available to All Adults Across Several States, Cities | W
Covid Vaccine Booster Shots Should Be Available to Everybody | B
Beyond markets
The Worst of Both Worlds: Zooming From the Office | N
November 16 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 15.
Markets
Inflation Surge Pushes Gold to Five-Month High | W
Rising Natural-Gas Prices Pose Hurdle for Methane Tax | W
Muni Bond Prices Rally After Infrastructure Bill Leaves Out Market | W
Central banks
Barkin says Fed needs 'a few more months' to see clear picture of inflation, labor market | R
Analysis: Post recovery? Fed, elected officials now challenged to define new normal | R
Biden’s Fed Chair Pick Is ‘Imminent,’ Senate Banking Chair Sherrod Brown Says | B
Biden Weighs Choice of Jerome Powell or Lael Brainard as Fed Chair | W
Climate
50 years of predictions that the climate apocalypse is nigh | P
Opinion | Social Media Is Polluted With Climate Denialism | N
US
Biden signs $1 trillion bipartisan infrastructure bill into law | C
U.S. labor market powers ahead with strong job gains, lower unemployment rate | R
The Great Resignation is mobilizing workers to quit or make jobs better | Vox
Slow Return of Prime-Age Workers Threatens Recovery | W
America’s Infrastructure Struggles With New Weather Forecast | W
Tyson Foods Raises Meat Prices as Costs Escalate | W
Japan
Japan’s Economy Shrinks, but Outlook Is Brighter as Virus Ebbs | N
China
China Posts Robust Growth in Factory Output and Consumer Spending | W
Geopolitics & trade
Biden, Xi Hold Talks, Aiming to Ease Tension and Build on Cooperation | W
Wall Street Is Finally Getting Access to China. But for How Long? | N
China Bought Italian Military-Drone Maker Without Authorities’ Knowledge | W
Industries & companies
Autos: Shares of EV start-up Lucid jump on new reservations, 2022 production | C
Communication Services: The real reason Facebook just went “all in” on the metaverse | riskhedge.com
Retail: Factory shutdowns in Vietnam to have longer impact for retailers: BofA | C
Technology
Companies Order Record Number of Robots Amid Labor Shortage | W
Virus
Biden vaccine mandate: Chamber of Commerce tells businesses to implement | C
November 15 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 8.
Markets
Dividends and Stock Buybacks Are Headed Higher | BR
U.S. Companies Face New Risks in China. What Investors Need to Know. | BR
Climate
Moody’s CEO: The Climate Transition Is a $45 Trillion Opportunity | BR
Analysis: COP26 message to business: clean up to cash in | R
China, India will have to explain themselves on coal: COP26 president | C
Britain drafts COP26 plan to make sure promised climate cash arrives | R
COP26: Global media reacts to climate change deal | C
Central banks
Fed’s Worry on Inflation: Don’t Tighten Too Fast, Kashkari Says | B
Morgan Stanley Economists See 2023 Fed Hike, Differ With Gorman | B
On Inflation Surge, the Fed is Running Out of Excuses | W
Global shortages
Supermarkets Alter Layouts, Use Decoys to Fill Gaps Left by Shortages | W
Chip Shortage Has Manufacturers Turning to Lower-Tech Models | W
Japan Plans to Boost Support to Ease Chip Shortage, Yomiuri Says | B
‘Too Few Goods’—the Simple Explanation for October’s Elevated Inflation Rates
US I
A three-decade high in inflation sows concerns about America’s recovery | E
High Inflation Pushes Biden to Focus Message on Rising Prices | W
Biden advisers say pandemic, not policies, fueling inflation | R
Yellen Says Quashing Covid-19 Is Key to Lowering Inflation | B
As American Workers Leave Jobs in Record Numbers, a Closer Look at Who Is Quitting | W
US II
Democrats Try to Heal Rifts, Pass $2 Trillion Spending Bill | W
Centrist Democrats Await Cost Analysis on $2 Trillion Bill | W
8 big problems with Joe Biden's 'Build Back Better' bill (nypost.com)
Europe
Euro zone industry output stronger than expected in Sept | R
How trains could replace planes in Europe | E
Emerging
What’s Driving Xi Jinping’s Economic Revamp? China’s Social Mobility Has Stalled | W
Evergrande is not the only looming danger in China’s financial system | E
China attempts to clean up its sleaziest regional banks | E
China’s Coal Addiction Runs Deeper Than Economics | W
Inflation Is Killing the Dollar Carry Trade in Emerging Markets | B
Russia’s new era of repression | E
Japan
Japan considering resuming domestic travel subsidies mid-Jan - Nikkei | R
Industries & companies
Aerospace: Airbus receives order for 255 jets in first major deal since Covid outbreak | C
Media: Disney’s ‘Eternals’ tops domestic box office for second weekend | C
Pharma: Pfizer Shows Its R&D Is Strong. That Makes Its Stock a Good Long-Term Bet. | BR
Retail: Macy’s, Abercrombie, Simon Property, and Other Stocks for the Shopping Mall Revival | BR
Shipping: Ports Are Congested. Shipping Companies Maersk and Hapag-Lloyd Are Thriving. | BR
Tech: Apple sticking taxpayers with part of the bill for digital ID rollout | C
Crypto
Bitcoin taproot upgrade: What it means for investors | C
Virus
This Thanksgiving, the Masks Are Off, the Dinner’s Inside and the Relatives Are Back | W
Covid-19 Cases Rise in Pockets of North and West, Halting Delta Variant’s Decline in U.S. | W
Eastern European countries are being hit by a wave of covid deaths | E
We're preparing for a fourth wave of Covid from Europe: Emirates president | C
China will stick to a zero-covid policy, for now | E
November 13 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 8.
Markets
Dow rises more than 170 points and Nasdaq rallies, but snap 5-week win streak | C
Stocks Rise but Snap Weekly Winning Streak | W
Stocks Week In Review: Inflation Shocker Brushed Off | B
Climate
COP26 Talks Continue With Deal Still Elusive | W
Central banks
Bank of England to be first major bank to hike rates, probably in December - economists polled by Reuters | R
US
Record Quitting Fuels Tight Job Market | W
Workers quit jobs in record numbers as consumer sentiment hits 10-year low | C
Renters Who Abandoned Their City Apartments During Covid Are Coming Home to a Crazy Leasing Market | W
Europe
Euro zone industry output stronger than expected in Sept | R
Geopolitics & trade
U.S. Moves to Ease Tariffs on Imported Steel, Aluminum From Japan | W
U.S. Companies Aid China’s Bid for Chip Dominance Despite Security Concerns | W
Industries & companies
Autos: Tesla stock had its worst week in 20 months after Musk sold shares | C
Communication services: Facebook is spending billions to buy up the metaverse | Vox
Communication Services: Facebook Is Stifling Independent Report on Its Impact in India, Human Rights Groups Say | W
Materials: Materials sector breaks out to records — watch these two stocks | C
Real Estate: Will Real Estate Ever Be Normal Again? | N
Corporate finance
Johnson & Johnson to Split Consumer From Pharmaceutical, Medical-Device Businesses, Creating Two Companies | W
J&J plans to split into two companies, separating consumer products and pharmaceutical businesses | C
November 12 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 8.
Markets
S&P 500, Nasdaq Regain Ground a Day After Inflation Readout | W
China Borrows Again at Negative Rates in Euros | W
Climate & energy
EU sees scope for COP26 compromise on elusive carbon market deal | R
COP26: U.S.-China declaration on climate welcomed | C
South Africa Can’t Afford to Quit Coal. Will Rich Countries Pay for the Transition? | W
Energy Companies Turn to 3-D Printing to Bypass Snarled Supply Chains | W
Central banks
Why Jerome Powell Must Go by Joseph E. Stiglitz | Project Syndicate
US
Surging Inflation Poses New Challenge to Biden’s $2 Trillion Spending Plan | W
Biden Says Spending Bill Will Slow Inflation. But When? | N
Dream of Buying a Home Gets Harder for Single Mothers | N
There is no truck driver shortage in the US | Quartz
China
Alibaba’s ‘Singles Day’ in China Hit by Global Supply Strains | W
China’s Economic Data Expected to Show Further Signs of Weakness | B
China’s Xi Gains Power as Communist Party Designates Him Historical Figure | W
Europe
EU Commission raises 2021 euro zone growth forecast, sees strong 2022 | R
Industries & companies
Industrials: GE Was Once a Model for Siemens but Now Follows Its Rival’s Path | W
Media: Disney stock has worst day since June 2020. Traders on its next move | C
Geopolitics & trade
U.S. Warning Europe That Russia May Invade Ukraine | B
Corporate finance
Rivian founder R.J. Scaringe is worth $2.2 billion after company's IPO | C
Virus
Virginia pharmacy incorrectly administers Covid vaccine to 112 kids, officials pull remaining doses | C
Moderna says Covid vaccine has fewer breakthrough cases than Pfizer's | C
November 11 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 8.
Markets
Stocks Close Lower, Bond Yields Rise After Inflation Hits 30-Year High | W
Broad Selloff Signals Inflation Fears Are Warming |W
Climate & energy
U.S., China Jointly Pledge to Step Up Efforts to Fight Climate Change at COP26 | W
Surprise U.S.-China Climate Deal Breaks Through Superpower Standoff | B
The Climate Fight Isn’t About Morality. It’s About Cold, Hard Cash. | N
2022 will be a record year for wind and solar, new report finds | C
Central banks
Powell or Brainard? Biden weighs his pick for U.S. Fed chair | R
A still-dovish Fed raises the risk of stagflation lite | The Hill
EU Forecast Sees Euro-Area Inflation Settling at 2.2% in 2022 | B
All ECB Bond Purchases Could End Next Fall, Holzmann Says | B
US I
U.S. consumer prices jump 6.2% in October, the biggest inflation surge in more than 30 years | C
Surging gasoline, food prices fan U.S. inflation | R
Where Inflation Is Highest in U.S. | W
Inflation has taken away all the wage gains for workers and then some | C
The best Thanksgiving turkey might be the one you can get.| Vox
US II
Biden, Conceding Inflation Peril, Says His Agenda’s Part of Cure | B
Biden pledges to battle 'too high' prices as inflation surges | R
Biden says CEOs tell him shelves will be full for holidays | R
Biden to sign $1 trillion infrastructure bill on Monday | R
Opendoor thrives in home-flipping market Zillow just exited as earnings beat estimates | C
China
China’s Tougher Regulation Is the New Normal, Tencent President Says | W
China’s Plan to Manage Evergrande: Take It Apart, Slowly |W
Evergrande Set to Avoid Default After Paying Overdue Interest | B
Industries & companies
Media: Disney makes the trend clear: Growth is slowing for streaming services | C
Corporate finance
Hershey Plans to Spend $1.2 Billion in Deals for Pretzel Producers | W
Virus
California Scrutinizes Doctors as Parents Seek Exemptions From School Covid-19 Vaccine Mandate | W
November 10 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 8.
Markets
Stocks’ Slide Ends Eight-Day Winning Streak for S&P 500 | W
Bond Market Flashes Mixed Messages as Real Yields Sink Deeper | B
Private equity industry asks how long the boom will last | R
Central banks
Fed doves look to midsummer for clarity on economy | R
Federal Reserve: James Bullard expects two rate hikes next year | C
US
Senate Set to Cut Provisions in House Democrats’ $2 Trillion Spending Plan | W
Supply chain fix: Biden administration to spend billions on aging US ports | C
How Cities Could Spend $1 Trillion on Infrastructure: Roads, Trains and Highway Exits | W
US household debt climbed to a new record of $15.24 trillion last quarter | NN
U.S. Treasury's Yellen says investment bills will boost productivity, labor force | R
Yellen Says Fed Wouldn’t Allow Repeat of 1970s-Level Inflation | B
Biden talks to Walmart, UPS, Target, other CEOs on supply issues | R
China
China's factory gate inflation hits 26-year high as pressures grow | R
Investors await Evergrande's overdue $148 million payment amid contagion fears | R
Why China’s Real Estate Slowdown Isn’t Like Japan’s | B
Industries & companies
Autos: Own Tesla Stock? Be Like Elon Musk and Sell | W
Communication services: Facebook Allows Stolen Content to Flourish, Its Researchers Warned | W
Media: AMC's profitability hangs on the domestic box office topping $2 billion in Q4 | C
Pharma: Pfizer asks FDA to authorize Covid booster shots for all adults | C
Tech: Big Tech Seeks Its Next Fortune in the Metaverse | W
Tech: Semiconductor Industry Isn’t Spending Big on Scarce Old-Tech Chips | W
Technology
Robotruck Startup Gatik Making Delivery Runs For Walmart Without Humans At The Wheel | FO
Corporate finance
Rivian prices IPO at $78 a share, valuing company at $66.5 billion | C
Virus
NIH director urges Americans to get Covid boosters to prevent breakthrough infections | C
Beyond markets
Elon Musk, Tesla, SpaceX spend millions to influence politics and policy | C
November 09 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on November 8.
Markets
Investors are piling into infrastructure stocks after House passes Biden plan | C
Chinese Junk Bond Yields Top 25% as Property-Market Strains Intensify | W
Central banks
Fed officials turn focus to rate debate, eye on jobs, inflation | R
Analysis: Flatlining participation, rising wages leave Fed employment puzzle unresolved | R
Fed Says U.S. Public Health Among Biggest Near-Term Risks to Financial System | W
Randal Quarles to resign at year-end, paving way for Biden to further remake the Federal Reserve | C
US
U.S. consumers' income and spending expectations reach 8-year high | R
Americans Are Flush With Cash and Jobs. They Also Think the Economy Is Awful. | N
Six questions that could shape the future of the U.S. labor market | R
Infrastructure Projects to Boost Sales and Prices, Industry Executives Say | W
Some Companies Sit Out the Fight Over Democrats’ Tax Increases | W
Europe
Germany’s Economy, Once Europe’s Engine, Is Holding It Back | W
China
China property market may see more pain, though Evergrande crisis may ease | C
How Xi Jinping Will Mousetrap the Red Chinese Central Committee | nysun.com
Industries & companies
Autos: Tesla Stock Price Slides After Musk Promises on Twitter to Sell $21 Billion Stake | W
Corporate finance
SoftBank Suffers $54 Billion Bruise From China’s Tech Crackdown | W
Virus
U.S. Opens Borders to Vaccinated Europeans, Others, After More Than 18 Months | W
Biden vaccine mandate: White House tells business to go ahead despite court pause | C
Regeneron’s Antibody Drug Cut Risk of Covid-19 by 82%, Company Says | W
U.S. judge rules that United's employee vaccine mandate can continue | C
Crypto
Bitcoin in New York: Eric Adams says crypto should be taught in school | C
November 08 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 1.
Only the Wealthy Have Prospered in America? That Isn’t True. | BR
This is going to be one of the best Christmas seasons ever: Ed Yardeni | C
Markets
Why the taper will be good for the stock market, according to history | C
Government-Bond Swings Burn Wall Street Investors | W
Central banks
Fed’s Powell and Brainard Met With Biden at White House | W
Climate & energy
COP26 Negotiators Turn to Plan B as Climate Pledges Fall Short | W
India’s toxic air is its most immediate environmental problem | E
How might climate change affect European gastronomy? | E
Supply-chains
Companies Grapple With Post-Pandemic Inventories Dilemma | W
Stockouts Are Piling Up. Retailers Push Substitutes to Avoid Empty Holiday Carts. | W
What’s Harder to Find Than Microchips? The Equipment That Makes Them | W
The Economic Rebound From Covid-19 Was Easy. Now Comes the Hard Part. | W
US I
The Jobs Report Is Good, but Labor Shortages Remain | BR
Americans Are Flush With Cash and Jobs. They Also Think the Economy Is Awful. | N
How the Struggle Between Labor and Capital Has Played Out Over the Past Century | BR
Starbucks Union Vote Sets Up a Watershed Moment for U.S. Labor | B
US II
The Democrats’ social-spending package cannot repair the American Dream | E
Biden Build Back Better bill passes procedural vote in House | C
How Zillow’s Home-Buying Blew Up—and Where iBuyers Go From Here | BR
Europe
Italy’s new prime minister has had a good first nine months | E
Japan
Explainer: Key challenges for Japan PM Kishida's stimulus plan | R
Japan economic stimulus seen topping $265 bln, require new debt -Kyodo | R
China
Xi Jinping Is Rewriting China's History | N
Xi Jinping is rewriting history to justify his rule for years to come | E
China seeks to join the nuclear big league | E
Industries & companies
Autos: Ford attracts younger and more female buyers with new $20,000 Maverick pickup | C
Biotech: Gene Therapy Is a Huge Opportunity. It Pays to be Patient. | BR
Media: Marvel's 'Eternals' tallies a $71 million opening at domestic box office | C
Retail: Retailers hail lifting of travel ban, return of international tourists with hopes of sales rebound | C
Corporate finance
Elon Musk Twitter Followers Say He Should Sell a $21 Billion Tesla Stake | B
BHP to Sell Controlling Stake in Two Coal Mines for Up to $1.35 Billion | W
Weird Finance: How to Navigate Cryptos, NFTs, and Other Bubbly Stuff | BR
Virus
U.S. to lift international travel entry bans. Here's are the new rules | C
Biden Covid vaccine rule: Federal court temporarily blocks mandate | C
Child Vaccine Demand Underscores Deep Divisions in U.S. | B
November 06 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 1.
Only the Wealthy Have Prospered in America? That Isn’t True. | BR
Markets
Dow jumps 200 points to a record, S&P 500 notches 7th day of gains | C
Travel stocks rally and stay-at-home stocks drop as Covid-19 ends | C
Peloton shares collapse, momentum for its at-home fitness equipment slows | C
China Bond Market Meltdown Reveals Property Developers Hidden Bills | B
China Plans to Sell Euro Bonds | W
Climate & energy
China’s Absence at COP26 Climate Talks Slow Progress | B
Greta Thunberg Leads Climate Protest, Criticizing COP26 Talks | W
Wind Manufacturers Blown Off Course | W
Business Is the Game-Changer at COP26 in Glasgow | W
Delhi trapped under blanket of toxic air two days after festival | R
US I
House Approves $1 Trillion Infrastructure Bill, Sending to Biden’s Desk | W
What’s in the Bipartisan Infrastructure Bill? From Amtrak to Roads to Water Systems | W
California Is the Supply Chain’s Weakest Link - WSJ
US II
October Jobs Report: Strong Rebound as U.S Economy Adds 531,000 Jobs | W
Hot-and-Cold Jobs Market Still Far From Full | W
Help Really Wanted: No Degree, Work Experience or Background Checks | W
Here's where the jobs are for October 2021 — in one chart | C
China
China Evergrande, Strapped for Cash, Offloads Its Jets | W
Industries & companies
Airlines: American Airlines jacks up flight attendant holiday pay to avoid more flight cancellations | C
Communication services: Is Facebook Bad for You? It Is for About 360 Million Users, Company Surveys Suggest | W
Communication services: Facebook's Foreign Disasters by Eric Posner | PS
Communication services: To Build the Metaverse, Meta First Wants to Build Stores | N
Communication services: The Metaverse Is Simply Big Tech, but Bigger | WIRED
Retail: Here's how Kroger is using robots to get groceries to customers' doors | C
Corporate finance
Rivian raises IPO price range and could now be worth up to $65 billion | C
How Ford Won the Race for Rivian | W
Advent, Permira Near Deal to Buy McAfee for More Than $10 Billion | W
Virus I
Rising Covid-19 Breakthrough Cases Hinder Efforts to Control Virus | W
Covid in China: Experts Predict How Long Communist Party Will Aim for Zero Cases | B
Where Is Covid Is Spreading Across Europe? Latest Update for November | B
Schools to Distribute Covid-19 Shots, Incentives to Vaccinate Children | W
Virus II
Pfizer Says Its Antiviral Pill Is Highly Effective in Treating Covid | N
Pfizer Results Open Door to New Chapter for Covid Treatments | B
Biden OSHA vaccine mandate: Labor secretary says most truck drivers are exempt | C
Virus Outbreak: News and Analysis From Nov. 6 | B
November 05 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 1.
Markets
S&P 500, Nasdaq Continue Record Streaks | W
Climate & energy
China, India and Other Developing Nations Seek $1.3 Trillion a Year in Climate Finance | W
Build Back Better: Bill unlikely to add to deficit, tax panel says | C
Central banks
Will Jerome Powell Stay as Fed Chair? Wall Street Ponders the World Without Him | B
US I
October jobs report: America is getting back to work - CNN
U.S. labor market tightening; wage costs accelerating | R
U.S. labor costs surge in the third quarter; productivity falls sharply | R
What Does a Gallon of Milk Cost? Prices Up 26% Since 2018 in U.S. | B
U.S. Trade Deficit Hits Fresh Record on Goods Demand, Higher Inflation | W
US II
In the Recovering Economy, Workers Have More Leverage | N
The Covid-19 pandemic economy was hard for everyone — except maybe landlords | Vox
U.S. Women in Their 30s Are Having Fewer Babies During Pandemic | B
Moderates in U.S. Congress balk at $1.75 trillion Biden social spending bill | R
Nancy Pelosi’s Push for Quick Votes on Bills Hits Snags | W
How Glenn Youngkin Kept Trump at Arm’s Length, But on His Side | W
Japan
Japan household spending falls as virus keeps consumers wary | R
Geopolitics & trade
North Korea Can Make More Uranium for Nuclear Bombs Than Previously Thought | W
Industries & companies
Airlines: American Airlines delays vaccine mandate deadline until 2022 after Biden shifts deadline | C
Fitness: Peloton’s Sales Lose Speed as Fewer People Work Out at Home | W
Corporate finance
Google Invests $1 Billion in Exchange Giant CME, Strikes Cloud Deal | W
Virus
Biden’s Vaccine Mandate Means Millions of Workers Must Get Shots by Jan. 4 or Test Weekly | W
Beyond markets
BTS, the K-Pop Band, Dives into NFTs to Sell Digital Trading Cards to Fans | W
November 04 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 1.
Markets
Stocks Hit Records as Fed Scales Back Bond Buying | W
Stocks rise as Fed tapers without the tantrum | R
When Will America’s Oil Industry Open The Taps? | OilPrice.com
Climate & energy
COP26 Negotiators Make Progress on Carbon-Trading Rules | W
Central banks
Fed Dials Back Bond Purchases, Plots End to Stimulus by June | W
FOMC: Time is here to taper bond buying, not to hike rates | R
Fed sings the 'transitory' inflation refrain, unveils bond-buying 'taper' | R
Fed's Powell: Could reach maximum employment by mid-2022 | R
A full recap of the Fed's market-moving decision and Powell's press conference | C
Reshuffle the Fed Board Now by Simon Johnson | PS
US
New Jersey governor election: Phil Murphy beats Jack Ciattarelli | C
Strong U.S. services sector, private payrolls boost economy as Q4 starts | R
House Democrats Add Paid Leave, State-and-Local Tax Deduction to Bill | W
House Democrats propose increasing SALT cap to $72,500 through 2031 | C
Where Are All the Truck Drivers? Shortage Adds to Delivery Delays | W
China
China is rapidly expanding its nuclear arsenal, Pentagon says | C
Industries & companies
Autos: How Car Shortages Are Putting the Economy at Risk | N
Autos: Ford to impose Covid vaccine mandate on most of its 32,000 salaried workers | C
Health care: CVS Looks to Add Doctors to Its Payroll | W
Tech: Qualcomm (QCOM) earnings Q4 2021 | C
Corporate finance
Billionaire investor Charlie Munger: Democrats' plan to tax stock buybacks is 'literally insane' | NN
Allbirds IPO: (BIRD) starts trading on the Nasdaq | C
Virus
Kids Covid vaccine: Biden says shots will 'accelerate' nation's path out of pandemic | C
Thousands in Air Force, Space Force Seek Exemption From Covid-19 Vaccines | W
Beyond markets
2021 World Series ratings: Braves-Astros Game 6 draws 14.3 million | C
November 03 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 1.
Markets
Dow Closes Above 36000 for First Time | W
Climate & energy
Bond Investors Challenge Wall Street Greenwashing | W
China Binges on U.S. Gas to Manage Energy Shortage, Carbon Footprint | W
Biden Says Xi, Putin Cede Climate Influence by Missing Glasgow Summit | W
Tariffs to Tackle Climate Change Gain Momentum. The Idea Could Reshape Industries. | W
Financial System Makes Big Promises on Climate Change at COP26 Summit | W
Central banks
Federal Reserve is about to set its post-crisis policy course | C
Jerome Powell’s Dashboard Casts Doubt on Inflation Easing Quickly | W
Biden says he will announce Fed chair pick 'fairly quickly' with Powell term up in February | C
US I
U.S. rental vacancy rate tightens in third quarter | R
Labor shortages in restaurants and hotels bring higher pay — but quitting continues | Vox
Mondelez to raise prices by 7% in 2022 | C
Zillow (Z) says it's closing home-buying business, reports Q3 results | C
US II
Build Back Better bill shows new progress in U.S. House; sticking points remain | R
Joe Manchin's former aides lobby Congress for oil, gas, pharma giants | C
Biden's 'help' for child care would make middle class pay $13K more | P
China
China’s Troubled Developers Struggle to Sell Billions in Assets | B
Industries & companies
Pharma: Democrats reach a major deal on drug prices, spending bill nearly done | C
Retail: Bed Bath & Beyond shares soar more than 80% in after-hours trading | C
Virus
CDC gives final OK for immediate distribution of Pfizer Covid vaccine for kids ages 5 to 11 | C
November 02 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 1.
Markets
Dow Briefly Jumps Above 36000, Finishes at Record | W
Climate & energy
India targets 2070 for net-zero emissions; China makes no new commitments | C
At COP26, Biden Calls for More Action on Climate as Divides Widen Between Nations | W
COP26: The growing climate risk of glacial lake outburst floods | C
Europe Fears That Rising Cost of Climate Action Is Stirring Anger | N
Global supply-chains
Farewell Offshoring, Outsourcing. Pandemic Rewrites CEO Playbook. | W
Supply-Chain Issues Mean There’s Less Than Meets the Eye to October Manufacturing | W
Even Paint Makers Are Feeling the Chip Shortage | W
Central banks
Inflation, wage data, challenge Fed 'transitory' narrative | R
Central Banks Fuel New Bets on Tighter Money as Inflation Rises Globally | W
US I
Yellen says U.S economy is not overheating | R
U.S. Treasury increases Q4 borrowing estimate | R
Joe Manchin Slams Brakes on Biden Economic Plan, Chides Progressives | B
Build Back Better would extend tax credit boost for low-income Americans | C
US II
Construction spending unexpectedly falls in September | R
How the Pandemic Has Added to Labor Unrest | N
Rents are bouncing back. What to do if you expect a big increase | C
Mortgage Bond Sales Surged in October | W
China
China Locks 30,000 Visitors Inside Shanghai Disneyland After One Guest Got Covid-19 | W
Why China is cracking down on tech with new regulations | C
Industries & companies
Communication services: Facebook whistleblower Haugen says Zuckerberg should step down as CEO | C
Corporate finance
Rivian Automotive Targets IPO Valuation Just Above $60 Billion | W
Rivian aims for up to $54.6 billion valuation in upcoming IPO | C
Crypto
Congress should regulate stablecoins, Biden administration report says | C
Regulators Ask Congress to Create New Rules for Cryptocurrencies | N
Banks Tried to Kill Crypto and Failed. Now They’re Embracing It (Slowly). | N
Virus
Covid vaccines for kids are coming soon — some families are counting the minutes | C
Federal contractors will have broad flexibility to enforce Covid vaccine rules | C
Beyond markets
Zillow (Z) Looks to Sell 7,000 Homes for $2.8 Billion After Flipping Halt | B
November 01 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Markets
Should I Sell My Stocks? There Are Hundreds of Reasons to Bail, but Just One Reason to Buy. | BR
Global supply-chains
Biden calls on G-20 to help address global supply-chain issues | C
EU, U.S. say they took steps to re-establish trade flows in steel and aluminium | R
Supermarkets Play Supply-Chain ‘Whack-a-Mole’ to Keep Products on Shelves | W
S.Korea factory activity growth hits 13-month-low on supply crunch | R
Climate & energy
Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common Ground | W
Why the COP26 climate summit will be both crucial and disappointing | E
SEC Climate-Risk Disclosure Rule a Power Grab | National Review
Steep Cuts to Carbon Emissions Gain Stronger Economic Backing | W
US I
Housing Boom: Why Millennials Will Drive Home Prices Up for Years to Come | BR
Wages and Prices Are Up, but It Isn’t a Spiral—Yet | W
Covid-19 Pushed Many Americans to Retire. The Economy Needs Them Back. | W
Nearly 1 in 3 adults get financial help from their parents post-Covid | C
US II
Deflating Your Inflation Fears | W
Inflation Will Linger No Matter What Happens With Taxes | BR
How does Biden’s latest plan to tax the superrich work? ‘It’s more straightforward.’ | MW
How Elon Musk Could Pay for a Tax on Unrealized Capital Gains | BR
Op-ed: Joe Biden, Democrats need to understand, if inflation feels real, it is real | C
China
China’s Manufacturing Activity Contracts for Second Straight Month | W
Japan
Japan's Oct factory activity growth picks up - PMI | R
Japan’s Ruling Party Keeps Majority in Election | W
Industries & companies
Airlines: American Airlines cancels more than 1,400 weekend flights, citing weather and staffing issues | C
Autos: Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap. | BR
Communication services: Why Did Facebook Become Meta? | N
Communication services: Mark Zuckerberg’s Meta Pivot Is Personal as Well as Strategic | W
Communication services: Facebook's Meta mission was laid out in a 2018 paper on The Metaverse | C
Retail: Future of Ralph Lauren, and retail, may be coloring clothes in store | C
Corporate finance
Coke to Pay $5.6 Billion for Full Control of BodyArmor | W
Amazon reveals 20% stake in electric-vehicle maker Rivian | C
Virus
White House press secretary Psaki says she has tested positive for Covid | C
Beyond markets
Does Working From Home Have to Mean a Lower Salary? | W
October 30 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Markets
Markets could be challenged in the week ahead as the Fed prepares to reverse easy policy | C
Stocks Power Through Negative Signs From Apple, Amazon | W
Stocks close at record highs, market notches best month of the year despite Big Tech earnings misses | C
Opinion: Slower S&P 500 earnings growth is not bullish — no matter what some stock market ‘experts’ are saying | MW
Central banks
New data show Fed's inflation debate still unresolved | R
Climate & energy
Exxon, Chevron Amass Cash as Oil Tops $80 a Barrel | W
The Climate Summit to Nowhere | W
China Gives Itself Wiggle Room on Climate Change Ahead of COP26 | W
US
Labor shortage, supply constraints and inflation hold back economy trying to emerge from pandemic | C
Biden to discuss intensifying supply chain challenges with G20 leaders | C
U.S. Prices, Wages Rise at Fastest Pace in Decades | W
U.S. consumer spending strong; robust wage gains hint at long spell of high inflation | R
U.S. labor costs power ahead in third quarter as wages surge | R
U.S. House plan would give electric vehicles big boost | R
Europe
Eurozone Economy Outpaces U.S., China, but Tougher Times Lie Ahead | W
Industries & companies
Consumer discretionary: Amazon reveals 20% stake in electric-vehicle maker Rivian | C
Tech: Apple chip shortage will end, but U.S.-China supply chain ‘train wreck’ is coming | C
Tech: MacBook Pro 2021 Review: Nearly Perfect Back-to-the-Future Laptops | W
Virus
FDA authorizes Pfizer’s Covid vaccine for kids ages 5 to 11, shots could begin early next week with CDC clearance | C
If Covid-19 Came From Wuhan Lab, It Wasn’t Engineered, U.S. Spy Agencies Say | W
October 29 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Central banks
The Fed's inflation story, in charts | R
Climate & energy
India rejects net zero emissions target as Modi heads to COP26 climate talks | C
G-20 Climate Talks Threatened by Clash Over Coal Ahead of COP26 | W
Biden Framework for Social-Climate Package Fails to Ease Passage of Infrastructure Bill | W
Biden’s Spending Bill Includes $555 Billion for Climate Measures | W
Supply & labor shortages
Apple Warns of Supply Chain Woes While Amazon Faces Increased Labor Costs | W
A Simple Piece of Steel and Wheels Is Holding Up the Global Supply Chain | W
US
U.S. Economy Slowed in Third Quarter on Delta Surge, Supply Crunch | W
Consumer Spending Likely Grew More Slowly in September | W
Treasury Secretary Yellen says spending bills will be anti-inflationary, lowering important costs | C
Yellen expects inflationary pressures to ease by second half of 2022 | C
True cost of Dems’ plans: $7.5 trillion and a lot of gimmicks | P
When the World Is on the Brink, $3.5 Trillion Is a Pittance | N
A New Era of Stagflation?
Europe
Euro zone inflation rises to 4.1% for October, hitting a new 13-year high | C
China
Evergrande Averts Default Again by Making Second Late Payment | W
After Alibaba’s $400 Billion Stock Selloff, Investors Hope the Worst Is Over | W
Industries & companies
Communication services: Facebook Changes Company Name to Meta in Focus on Metaverse | W
Consumer discretionary: Amazon badly misses on earnings and revenue, gives disappointing fourth-quarter guidance | C
Consumer discretionary: Amazon finally made its first TV with Alexa built in — here’s what it’s like
Energy: Chevron reports highest free cash flow on record as rebound in oil boost results; shares gain | C
Finance: American Banks Have What They Want in China. Their Fate Is Still Out of Their Hands. | W
Retail: Retailers reel in delivery deadlines to get Christmas gifts to shoppers on time | R
Tech: Apple sales miss expectations, Tim Cook says supply issues cost company $6 billion | C
Tech: Global Chip Shortage ‘Is Far From Over’ as Wait Times Get Longer | W
Corporate finance
Satellite Maker Terran Orbital Strikes $1.58 Billion SPAC Deal | W
New Policy Gives FTC Greater Control Over How Companies Do M&A | W
Virus
Delta mutation is no reason to panic — but Covid vaccination remains crucial, scientists say | C
Coronavirus Study of Bats in China Met NIH Grant Requirements, EcoHealth Says | W
October 28 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Markets
Stocks Fall as Big Earnings Reports Roll In | W
Central banks
Don’t Politicize the Fed, Reappoint Chairman Jerome Powell | W
Climate & energy
China’s Ambitious Climate Goals Collide With Reality, Hampering Global Efforts | W
Climate change to displace tens of millions of East Africans by 2050 -World Bank | R
Chicago and Great Lakes hurt by climate change, need infrastructure | C
Climate Activists Blow Smoke on Wildfire Fears | W
That Dirty Green Energy | I&I
How Amazon decides which climate tech start-ups to invest in | C
US I
U.S. Orders for Big-Ticket Products Fell in September Amid Supply Constraints | W
GDP growth for third quarter won’t be pretty, but it should get better | C
Markets Face an Even Bigger Inflation Test Next Year, Janus Says | B
Immigrant workers could fix the US labor shortage and slow inflation | Vox
Employees are not showing up to work — employers are replacing them with robots | TheHill
US II
Democrats at odds over 'billionaires tax' to fund sweeping Biden agenda | R
Democrats Drop Paid Leave From $1.75 Trillion Proposal | W
Medicare and paid leave blocking a deal on Biden spending plan | C
Democrats' tax plans face fight from major business groups | C
Letitia James will run for New York governor, sources say | C
Japan
Japan’s Retail Sales Beat Estimates as Shoppers Defy Virus Fears | B
Geopolitics & trade
Top U.S. general confirms 'very concerning' Chinese hypersonic weapons test | R
Industries & companies
Communication services: The Facebook Papers may be the biggest crisis in the company's history | NN
Energy: Third Point Has Big Shell Stake, Urges Energy Giant to Break Up | W
Crypto
Why Crypto Really Might Need the Worldcoin Eye-Scanning Orb | B
Virus
California sets up 4,000 sites to administer 1.2 million Covid vaccines to kids in first week | C
Some immunocompromised people can receive a 4th Covid shot, CDC says | C
Antidepressant Significantly Reduces Covid-19 Hospitalization | W
October 27 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Markets
S&P 500, Dow Notch Closing Records | W
Central banks
Biden to name 'slate' to Fed, emphasis on workers - Senator Brown says | R
Climate & energy
China’s Energy Crisis Complicates Its Plans for Climate Announcements Ahead of COP26 | W
The 1 percent lecture about climate change while making it worse | P
U.N. Finds Nations’ Climate Plans Fall Short of Paris Accord | W
US
U.S. Consumer Confidence Rose as Delta Covid-19 Wave Eased | W
U.S. new home sales hit six-month high; median price stays above $400,000 | R
Home-Price Growth Holds at Record in August | W
Corporate minimum tax proposal unveiled by key Senate Democrats | C
Democrats Unveil a Corporate Minimum Tax, Eyeing $400 Billion | B
Industries & companies
Airlines: Airlines brace for early 'long lines' when U.S. lifts travel restrictions | R
Airlines: Federal judge rejects Southwest Airlines pilots' request to block vaccine mandate | C
Financials: Banks’ Debt Sales Are Driving the Corporate Bond Market | W
Tech: Microsoft Earnings Jump as Cloud Services Thrive | W
Cybersecurity
Opinion | The First Bitcoin-Related Fund Makes Its Stock Market Debut | N
Technology
3-D Printed Houses Are Sprouting Near Austin as Demand for Homes Grows | W
Virus
FDA panel recommends Pfizer's low-dose Covid vaccine for kids ages 5 to 11 | C
Covid Vaccine For Kids: What You Need to Know | B
Beyond markets
How Remote Work Could Affect Your Income Tax | US News
October 26 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Markets
S&P 500, Dow Rise to Fresh Record Highs | W
Dow, S&P 500 close at records ahead of Big Tech earnings, Tesla jumps 12% to top $1 trillion | C
Central banks & inflation
Fed to hold conferences in November focused on diversity and inclusion | R
Larry Summers Debates Inflation Risks With Janet Yellen on Twitter | B
Greenspan Sees Sustained Inflation Well Above the Fed’s 2% Goal | B
Climate & energy
Greenhouse gas levels hit record; world struggles to curb damage | R
Prepare for Propane Sticker Shock | W
Opinion | Leaf Blowers Destroy the Environment | N
Blackrock CEO Larry Fink: Next 1,000 unicorns will be in climate tech | C
BlackRock’s Wish Is Your Command | W
California Drenched as ‘Bomb Cyclone,’ ‘Atmospheric River’ Hit West Coast | W
Supply & labor shortages
Shipping problems at U.S. ports could linger well into 2022 | C
Supply Chain Shortages: Your Questions Answered | N
Exxon CEO Dangles Pay Hikes to Combat Brain Drain at Oil Giant | B
Shoppers Find Discounts Are in Short Supply This Holiday Season | W
US
Democrats trim Biden's Build Back Better bill in a race to make deal | C
‘Build Back Better’ Would Sink the Labor Market | W
U.S. business borrowing for equipment rises 6% in September - ELFA | R
How 4 Weeks of U.S. Paid Leave Would Compare With the Rest of the World | N
Europe
UniCredit and Monte Paschi Bank News: Talks Collapse | B
China
Why China’s Developers Have So Much Dollar Debt: QuickTake | B
China Evergrande Says Work on Some Residential Projects Has Resumed | W
Geopolitics & trade
Does Taiwan’s Military Stand a Chance Against China? Few Think So. | W
Industries & companies
Autos: Tesla shares up on news Hertz will purchase 100,000 electric vehicles | C
Communication services: House Republicans demand internal research from Snap, TikTok, YouTube | C
Communication services: Facebook Posts Slower Sales Growth With Apple Privacy Policy | W
Media: Netflix (NFLX) Rating Raised Two Notches to Investment Grade by S&P | B
Cybersecurity
Ex-NSA hacker says a supply chain cyberattack is one of the things that keeps him up at night | C
Corporate finance
HSBC Says It Will Buy Back $2 Billion in Stock as Profit Jumps | W
Virus
U.S. to require contact tracing, vaccination proof when international travel curbs lift | C
Moderna Data Shows Covid-19 Vaccine Produced Strong Immune Response in 6- to 11-Year-Olds | W
New York City Inches Toward Covid-19 Becoming Endemic | W
Opinion | ‘There’s Almost No Incentive at All to Give Him the Vaccine.’ | N
October 25 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
The 1929 Stock Market Crash Caught Nearly Everyone Off Guard. Are We Headed for a Similar Fate? | BR
As active investing surges, 'Trillions' author discusses power of indexing | C
New Preferred Stocks Offer Yields of 4%. What You Need to Know. | BR
Four Utility Stocks With Dependable Earnings and Bond-Beating Yields | BR
Climate & energy I
Energy-Stock Surge Leaves Climate-Focused Investors Behind | W
Coal Stocks Rise, Even as the Planet Warms | N
ESG Gains Could Buy Better Terms in Insurance Program | W
Transition to Nowhere
Climate & energy II
Carbon Offsets Are Used by Companies Seeking ‘Net Zero,’ but Concerns Persist | W
Niall Ferguson: Climate Discussion Nobody Wants to Have at COP26 | B
The U.K. Ditched Coal and Left Itself With a New Set of Challenges | W
Another Reason for Rising Food Prices? Droughts. | BR
Global
Supply Chain Shortages: Your Questions Answered | N
Why the Cargo Is Stuck: Letter from a Trucker | Brownstone Institute
US I
Yellen says U.S. is not losing control of inflation | R
Yellen: regulations strengthened under Fed chief Powell, predecessors | R
U.S. Companies Bet Shoppers Will Keep Paying Higher Prices | W
Home Prices Rise, and Single People Are Running Out of Houses to Buy | W
Twitter and Square CEO Jack Dorsey says 'hyperinflation' will happen soon in the U.S. and the world | C
US II
Pelosi says Congress is close to a deal on Biden’s social spending plan | C
Schumer and Manchin are in infrastructure talks at Biden's Delaware home | C
Tax on Billionaires’ Unrealized Gains Will Likely Be in Budget Package, Democrats Say | W
Millions of Workers Stay Home to Watch Young Children as Daycares Struggle | W
Europe
Talks Collapse Over Sale of Troubled Italian Bank Monte dei Paschi | W
China
Covid-19 Sets Back China’s Plans to Rebalance Its Economy | W
China's debt-ridden Evergrande resumes work on more than 10 property projects | C
Time for orderly resolution for Evergrande is running out | E
Industries & companies
Communication services: Facebook’s Internal Chat Boards Show Politics Often at Center of Decision Making | W
Media: Despite hybrid release, 'Dune' draws well on the big screen | C
Technology
Xpeng launches XPILOT 3.5 semi-autonomous driving features | C
Corporate finance
WeWork Goes Public. Here's What You Need to Know. | BR
Virus
Covid: U.S. officials keep close watch on the 'delta plus' mutation as it spreads in the U.K. | C
China Expects New Covid Outbreak to Widen in Coming Days | B
Endemic Covid-19 Has Arrived in Portugal. This Is What It Looks Like. | W
The impact of vaccine mandates is modest, but potentially crucial | E
Beyond markets
A real-time revolution will up-end the practice of macroeconomics | E
Return to Office Makes a Big Difference for Budding Lawyers | N
October 23 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
Wall Street's main indexes turn lower as Powell talks taper | R
Stocks End Week with Gains; Dow Notches New Record | W
Dow closes at a record, posts third-straight positive week | C
Climate & energy
Oops, Boris Johnson Told the Truth About Climate | W
Central banks
Powell Says Supply-Side Constraints Have Worsened, Creating More Inflation Risk | W
Supply-chains
Business group warns of mass layoffs and 'catastrophic' supply chain disruptions from Biden's vaccine mandate | NN
Supply Chain Shortages: Your Questions Answered | N
US
Service-Sector Strength Aids Global Growth | W
China
China Evergrande Makes Overdue Interest Payment on Dollar Bonds, State Media Says | W
Europe
New global rules leave just 10 big EU banks short of capital, draft shows | R
Industries & companies
Media: 2021's U.S. box office trails 2019's movie ticket sales by 70% | C
Corporate finance
In corporate crackdown, U.S. SEC takes aim at executive pay | R
Technology
Restaurants looking for labor and speed turn to robots | C
Virus
Covid: U.S. officials keep close watch on the 'delta plus' mutation as it spreads in the U.K. | C
Pfizer-BioNTech Covid-19 Vaccine for Kids Was Safe and 90.7% Effective, Companies Say | W
Adobe mandates vaccines for U.S. employees by December 8 | C
Walmart's corporate workers will return to the office in early November | C
Without firm deadlines to end school mask mandates, we could ‘sleepwalk into indefinite masking,’ says Harvard professor | C
Beyond markets
DWAC, the Trump Social-Media SPAC, Soars in GameStop-Like Frenzy | W
October 22 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
S&P 500 Edges Higher to Record | W
Central banks
Fed to ban policymakers from owning individual stocks, restrict trading following controversy | C
Months-long 'trading blackout' was urged for Fed officials last year | R
Powell, with ethics move, clears decks for Nov meeting and maybe his renomination | R
Fed's Raphael Bostic sees interest rate hike coming amid inflation | C
Financial Stability Oversight Council weighs in on climate risks | C
Climate & energy
U.S. Intelligence Report Sounds New Climate Warning | W
Carbon offsets are necessary, market needs to grow fast: B of A exec | C
US
U.S. Home Sales Jumped 7% in September | W
Inflation watch: Corporate chiefs see prices moving in only one direction | R
Democratic Voters Want Biden’s Big Spending Deal—and They’re Getting Impatient | W
Democrats Weigh Tax Alternatives to Fund $2 Trillion Package | W
Bigger state and local tax deductions still possible as Democrats grapple over spending | C
China
Chinese Developer Defaults Pile Up as Evergrande Contagion Spreads | W
Xi Jinping Hasn’t Left China in 21 Months, Keeping Diplomacy Virtual | W
Japan
Japan's private-sector activity grows for first time in 6 months - PMI | R
Industries & companies
Communication services: How Many Users Does Facebook Have? The Company Struggles to Figure It Out | W
Retail: The supply chain crisis should change our holiday shopping habits | Vox
Retail: Sneaker Bots Made Shoe Sales Super-Competitive. Can Shopify Stop Them? | N
Corporate finance
EXCLUSIVE U.S. slows down oil and gas mergers-sources | R
Virus
Pfizer-BioNTech Covid-19 Booster Shot Was 95.6% Effective in Large Trial, Companies Say | W
Covid-19 Herd Immunity Proves Elusive in U.K. | W
CDC panel endorses Moderna, J&J Covid vaccine boosters, sends to director for final OK | C
October 21 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
Dow, S&P Finish Near Records | W
Central banks
Fed Official Says Lingering Inflation Could Change Interest-Rate Outlook | W
Fed report shows wage pressures amid 'modest to moderate' economic growth | R
US I
U.S. Growth Slowed in Recent Months Amid Elevated Prices, Fed’s Beige Book Says | W
6 reasons why Americans aren’t returning to work | C
The Great Resignation Is Accelerating | The Atlantic
The Economic Rebound Is Still Waiting for Workers | N
US II
Why Kyrsten Sinema Is at the Center of Democrats’ Tax-Hike Fight | W
Billionaire Nelson Peltz says he talks to Sen. Joe Manchin every week | C
Why Biden’s Plan for Free Community College Likely Will Be Cut From Budget Package | W
The $2 Trillion Is Phony Too | W
Your New Woke 401(k) | W
Europe
German tax take surges, ministry optimistic on growth, inflation | R
China
China economy: Property sector must shrink to be stable, says prof | C
Analysis: What lies beneath? Hidden debt fears feed China's property woes | R
Geopolitics & trade
Taliban Commander Who Launched Bombings in Kabul Is Now a Police Chief in Charge of Security | W
Industries & companies
Autos: Automakers are spending billions to produce battery cells for EVs in the U.S. | C
Energy: Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects | W
Media: 'Dune' reviews: What critics think of Denis Villeneuve's adaptation | C
Corporate finance
China Evergrande Calls Off Plans to Sell Key Unit for $2.6 Billion | W
PayPal Is in Talks to Buy Pinterest | W
Virus
WHO warns of rise in Covid cases across Europe for third consecutive week as restrictions are eased | C
FDA clears Moderna and J&J Covid vaccine boosters, allows 'mix and match' shots | C
Covid vaccine: White House rolls out plan to 'quickly' immunize kids age 5 to 11 | C
Beyond markets
Bill Gates expects 8 to 10 Teslas and a Google, Amazon and Microsoft | C
October 20 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Central banks
ECB hawk Jens Weidmann says he wants to quit | C
Federal Reserve: Powell’s 5 key inflation criteria aren’t holding up well | C
Climate & energy
Euro zone banks should be legally bound to climate transition plans, ECB says | R
Your Cheat Sheet to the U.N. Climate Conference in Glasgow | W
China Takes the Brakes Off Coal Production to Tackle Power Shortage | W
Pete Buttigieg Is Wrong: Regulations to Stop Global Warming Kill People | The American Spectator
US I
Global shortage of workers: What's going on? Experts explain | C
Weekly mortgage demand drops over 6% after interest rates move even higher | C
US II
Biden Identifies Cuts to Social Policy and Climate Bill | W
John Deere, the Great Resignation, and the Revenge of the Essential Worker | The New Republic
Europe
Bundesbank chief Weidmann quits early with one last inflation warning | R
China
In Tackling China’s Real-Estate Bubble, Xi Jinping Faces Resistance to Property-Tax Plan | W
China's new home prices stall for first time since COVID-19 | R
Jack Ma Leaves China for the First Time Since Regulatory Woes Began | W
Industries & companies
Autos: Tesla Poised for Record Quarterly Earnings on Supply-Chain Resilience | W
Consumer: Nestlé Sales Buoyed by Coffee, Pet Food | W
Hospitality: The Incredible Disappearing Hotel Breakfast—and Other Amenities Travelers Miss | W
Media: Netflix Reports Jump in Users, Calls ‘Squid Game’ Its Most Popular Show Ever | W
Media: 'Squid Game' watched by two-thirds of Netflix users, few new U.S. subs | C
Retail: Retailers, manufacturers over-ordering amid supply chain crisis | C
Corporate finance
Micron Plans Over $150 Billion in Capital, R&D Spending in Decade Ahead | W
Virus
NYC to expand vaccine mandates, eliminating test-out option for city workers | C
UK doctors call for return of Covid restrictions; new mutation watched | C
Colin Powell’s Breakthrough Infection Was Hardly Unusual | Brownstone Institute
Beyond markets
Almost Half of Afghan Evacuees at U.S. Bases Are Children, Pentagon Says | W
October 19 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
Stocks Finish Mixed After Weak China Growth Data | W
SEC says brokers enticed by payment for order flow are making trading into a game to lure investors | C
First bitcoin futures ETF starts trading Tuesday. What to know | C
Climate & energy
Boris Johnson Interview: COP26 Climate Talks in Glasgow to Be 'Extremely Tough' | B
To Strike a Climate Deal, Poor Nations Say They Need Trillions From Rich Ones | W
Global Climate Finance Falling Short of What Is Needed, Report Suggests | W
Central banks
Fed Staff Says Wall Street Is Getting Inflation Call All Wrong | B
Elizabeth Warren Doesn’t Get Fed Trading Ban Proposal by Oct. 15 as Requested | W
Carl Icahn says the market over the long run will certainly 'hit the wall' because of money printing | C
US I
Opinion | Don't Blame Workers for Inflation | N
Tight U.S. job market triggers strikes for more pay | R
Auto Supply-Chain Constraints Weighed on September’s Industrial Production | W
Zillow Pauses Home Purchases Sending ZG Stock Down, What It Means for Sellers | B
Zillow Says It Can’t Buy Any More Homes This Year | W
US II
U.S. Democrats battle over climate change plans in $3.5 trillion bill | R
Biden Administration Seeks to Accelerate Cleanup of Toxic ‘Forever Chemicals’ | W
Progressive Court-Packing Meltdown | W
China
China’s Third-Quarter Economic Growth Slows Sharply to 4.9% | W
China Faces Slower Growth Path as It Pursues Longer-Term Reforms | W
China’s Xi Flexes Power With Plan to Rewrite Communist Party History | W
Industries & companies
Tech: Apple new MacBook Pros fix laptop problems from the last five years | C
Corporate finance
Rent the Runway Targets Valuation of Up to $1.5 Billion in IPO | W
Virus
FDA Nearing Approval for Mixing and Matching Covid-19 Booster Shots | W
Analysis: Lack of vaccination passport, testing threaten Japan's reopening | R
October 18 (Monday)
Markets
This Bull Market Can Weather a Setback, Money Managers Say | BR
Central banks
ECB’s Knot Sees Interest Rates Edging Up as Stimulus Curtailed | B
Bank of England will have to act to contain inflation - Bailey | R
US I
Big Labor and the Supply Shortage | W
Supply-Chain Bottlenecks, Elevated Inflation to Last Well Into Next Year, Survey Finds | W
Rising Mortgage Rates Shift Lenders’ Focus to Home Buyers | W
Deere Workers Go On Strike for First Time in 35 Years | W
US II
Democrats Bet on Raising Taxes on High-Income People, Big Businesses | W
The Democrats’ Tax-the-Rich Ruse | W
Biden’s Soft Infrastructure Agenda May Not Boost Growth | W
Democrats Face a Deadline on Benefits and Climate Bill Consensus | W
People will get bigger Social Security checks in 2022. How to prepare | C
China
China faces challenges from 'mismanagement' at certain firms, says PBOC head | R
China could widen property tax trial, official media outlet reports | R
China’s Bitcoin Ban Is a Lesson in Crypto Regulation for Central Banks Everywhere | BR
Chinese property firms suffer fresh downgrades amid Evergrande crisis | R
Billionaire Alibaba founder Jack Ma reappears in Hong Kong - sources | R
Japan
Analysis: Japan's ruling party makes unprecedented defence spending pledge | R
Geopolitics & trade
China surprises U.S. with nuclear-capable hypersonic missile test, FT reports | C
Op-ed: Why the U.S.-China duo is the most significant, and perilous, bilateral relationship in history | C
Industries & companies
Autos: Why Ford Picked Tennessee for Its New Electric-Vehicle Plant | W
Autos: Selling Cars in the Era of the Chip Shortage: Online Chats and No More Haggling | W
Autos: Rocking down to Electric Avenue? Good luck charging your car | R
Biotech: This Small Biotech Is Partnering With Johnson & Johnson. The Stock Could More Than Double. | BR
Biotech: The Man Behind Moderna on What’s Next in Biotech | BR
Communication services: Facebook to create 10,000 jobs in EU for 'metaverse' vision | C
Financials: U.S. banks see wealth management boom on borrowing, new assets | R
Financials: Bank Stocks Didn’t Rally on Third-Quarter Results. Here’s Why | BR
Pharma: The FDA Is About to Make Some Major Drug Decisions. Here Are Stocks That Could Soar—or Slump. | BR
Retail: Retail Stocks Are All Over the Place Now. How to Choose Carefully. | BR
Tech: Apple event preview: MacBook Pro expected to get Apple chip | C
Tech: Dell Is a Leader in PCs. How a Spinoff Could Unlock the Value in the Stock. | BR
Energy & climate
Iraq says oil price above $80 is 'a positive indicator' - spokesman | R
The first big energy shock of the green era | E
Behind the Energy Crisis: Fossil Fuel Investment Drops, and Renewables Aren’t Ready | W
China’s New Renewable Project Rivals All Wind and Solar in India | B
One policy accounts for a lot of the decarbonisation in Joe Biden’s climate plans | E
Google’s New Green Campus Brings Sustainability to Silicon Valley | B
Technology
Today’s Tech Founders Don’t Just Own the Company. They’re Also Getting Huge Pay Packages. | W
Corporate finance
Saks E-Commerce Unit Begins IPO Preparations | W
Beyond markets
U.S. missionaries kidnapped in Haiti as gangs grow more brazen | R
The Culprits of the 1987 Market Crash Remain a Mystery. What Lessons Can We Draw From It Now? | BR
October 16 (Saturday)
YRI
Dr. Ed’s latest video podcast dated October 10
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
Dow jumps 380 points Friday, posts winning week after strong earnings | C
Global
Inflation Surges Worldwide as Covid-19 Lockdowns End and Supply Chains Can’t Cope | W
Opinion | Why Does Everyone Suddenly Care About Supply Chains? | N
Energy & climate
When Will We Have the Last Oil Spill? | The New Yorker
Climate change disasters will rock the $5 trillion insurance industry | Vox
Here's how U.S. teens are trying to tackle climate change issues | C
US
Rising prices flatter U.S. retail sales; demand for goods remains strong | R
Rising Rents Stoke Inflation Data, a Concern for Washington | N
U.S. business inventories rise solidly, but auto stocks fall | R
What’s Driving America’s Workers to Leave Jobs in Record Numbers | W
FAQ: Why are people quitting and how will I know if it's time to leave my job? | WP
China
Evergrande crisis shines a light on China's millions of empty homes | NN
China Evergrande Spillover Risks Can Be Controlled, Central Bank Says | W
Evergrande debt woes are manageable, China central bank official says | R
Industries & companies
Financials: U.S. banks see wealth management boom on borrowing, new assets | R
Financials: Wall Street banks set to profit again when Fed withdraws pandemic stimulus | R
Financials: Goldman Sachs Profit Rises on Deal Bonanza | W
Retail: Retail Sales Rise, Showing Strong Consumer Demand, Higher Inflation | W
Retail: Walmart, With Eyes on Amazon, Tries to Build a Fintech Startup | W
Virus
U.S. to lift travel ban Nov. 8, allowing vaccinated international visitors into the country | C
Biden vaccine mandate: Business braces as Republicans threaten to sue | C
J&J Covid-19 Booster Shot Endorsed by FDA Advisers | W
FDA Delays Moderna Covid-19 Vaccine for Adolescents to Review Rare Myocarditis Side Effect | W
Italy Implements Tough Covid-19 Mandate for Workers, Prompting Protests | W
Crypto
The SEC is poised to allow the first bitcoin futures ETFs to begin trading, source says | C
Bitcoin Price Hits $60,000 Ahead of Potential ETF Approval | W
FDA panel unanimously recommends J&J Covid booster shots to adults who already got the first dose | C
October 15 (Friday)
YRI
Dr. Ed’s latest video podcast dated October 10
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
Stocks Finish Higher, Dow Up More Than 500 Points After Strong Earnings Reports | W
Oil prices rise on tight supply, set for weekly gain of more than 2% | R
Energy & climate
As Western Oil Giants Cut Production, State-Owned Companies Step Up | N
A Winter of Giant Gas Bills Is Coming. Are You Ready? | W
Opinion: Europe made its energy bed and now must sleep in it — shivering | FP
US I
Tight Labor Market, Supply Constraints Point to Persistent Inflation | W
4.3 Million Workers Are Missing. Where Did They Go? | W
Getting women back to work is crucial to boosting economy, White House says | C
Mass Evictions Didn’t Result After U.S. Ban Ended, Despite Fears | W
US II
Biden signs bill raising U.S. debt limit, averting default | R
Supreme Court reform: Biden commission split on adding justices | C
U.S. port's supply chain fix challenge: selling 24/7 shifts | R
China
Microsoft to shut down LinkedIn in China | C
China’s Economy Is Showing Strain From Property to Energy Crises | B
Industries & companies
Airlines: Federal Grand Jury Indicts Former Boeing Pilot in 737 MAX Crash Case | W
Consumer: Johnson & Johnson puts talc liabilities into bankruptcy | C
Financials: What Bank Earnings From JPMorgan, Bank of America Tell Us About the U.S. Economy | W
Media: NHL started its $1 billion deal with ESPN and Turner Sports – here's how many people watched the season openers | C
Tech: Microsoft Folds LinkedIn Social-Media Service in China | W
Corporate finance
Jana Partners Takes Stake in Macy’s, Urges E-Commerce Spinoff | W
Virus
FDA panel unanimously recommends Moderna Covid booster shots for at-risk adults | C
Moderna Booster Shot Backed by FDA Advisory Panel | W
October 14 (Thursday)
YRI
Dr. Ed’s latest video podcast dated October 10
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing
Markets
Stocks Waver After Inflation Data, Major Earnings | W
Inflation Data Push Treasury Yields Closer Together | W
Municipal 30-Day Supply Is Highest Since 2020 at $18 Billion | B
Energy & climate
Governments’ Climate Pledges Not Enough to Meet Paris Agreement Targets, IEA Says | W
BlackRock's ETF empire and the future of ESG investing | C
Global
Post-Covid Global Economy Falters Due to Inflation and Supply-Chain Woes | W
Central banks
Fed says it could begin 'gradual tapering process' by mid-November | C
Fed Signals Asset Purchases Could End by Mid-2022 | W
US
Consumer prices rise more than expected as energy costs surge | C