September 23 (Monday)

Markets
August’s Hot Recession Trade Is Cooling (W)
Muni-Bond Investors Embrace Higher Risk (W)
Muni Bonds Face Climate Change. And Investors Are Ignoring the Risks. (BR)

Central banks
The Federal Reserve Had to Calm Unstable Money Markets This Week. Now It Needs to Keep Them That Way. (BR)

US
Time to Worry About Corporate Debt Again (W)
Americans Are Saving More. That Isn’t Necessarily Good (W)
A recession will hit the US within 12 months, market bear David Rosenberg warns (C)

China
China needs to change way it finances economy, think tank says (R)

US politics
U.S. Voters Back Medicare Expansion but Not Eliminating Private Insurance (W)
Fracking Ban, Pushed by Democratic Hopefuls, Could Dent Economy (W)

Geopolitics & trade
Hopes for trade breakthrough fade as China cancels U.S. farm visits (R)
China traders cut back Iran iron ore purchases ahead of tariff hike (R)
U.S.-Japan trade talks will bring peace of mind to farmers, automakers: Motegi (R)
United States wants to avoid war with Iran: Mike Pompeo (R)
Hong Kong police fire tear gas after storming shopping mall (R)

Industries & companies
Financials: Fannie, Freddie Poised to Keep Profits in an Initial Privatization Move (W)
Pharma: How Opioid Lawsuits Could Hurt Investors (BR)

Corporate finance
SoftBank’s Masa Son is in favor of ousting WeWork CEO Adam Neumann (C)
More $10 billion software companies are being minted than ever before — here’s why (C)

Cybersecurity
Saudi oil attacks could be a precursor to cyberwarfare, with collateral damage for companies (C)

Offbeat
‘Opening the Door to Hell Itself’: Bahamas Confronts Life After Hurricane Dorian (W)