wiar 03-22-21

MFwebsite2020researchWhat I Am Reading

Mar 22 (Monday)

YRI
YRI Podcast & New Book. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Oil Is Still on a Bumpy Path to Recovery Despite Price Swerve | B
Sun Is Shining on Convertible Bonds, Built for Good or Bad Weather | BR
China’s Limits on Steel Production Could Weigh on Iron Ore | BR

Central banks
The Fed can fight inflation, but it may come at the cost of future growth | C
EU’s Plodding Stirs ECB Concerns as U.S. Delivers Stimulus | B
China central bank head says policy needs to selectively support growth, curb risks | R
Turkey’s Erdogan Ousts Central Bank Governor in Surprise Move | W

Global
IMF sees signs of stronger global recovery, but significant risks remain | R

US
Stimulus Checks Have Left U.S. Households Ready to Spend | W
Americans Are Ready to Travel. But Where Can They Go? | W
New Realtors Pile Into Hot Housing Market. Most Find It Tough Going | W

Europe
Pandemic leaves digital laggard Italy scrambling to catch up | R

US politics
New U.S. trade ‘czar’ Tai vows to promote equitable growth, give workers more say | R
Coming to America – Biden’s muddle on immigration | E

Geopolitics & trade
U.S.-China trade relations remain strained as Biden team takes tough stance similar to Trump | C
After the protests – China is not just shackling Hong Kong, it is remaking it | E
China to increase high-quality imports as economy recovers, vice premier says | R
Musk says Tesla would be shut down if its cars spied in China, elsewhere | C
Whiskey Sour: U.S. Distillers Bitter Over 25% Tariffs Set to Double in June | W

Industries & companies
Airlines: Say goodbye to $30 plane tickets. The era of dirt-cheap flights is ending | C
Consumer: E.l.f. Beauty Stock Looks Like a Buy. Here’s Why. | BR
Tech: Splunk Stock Is a Buy: After Falling Behind, It’s Catching Up. | BR

Corporate finance
Railroads Strike a $25 Billion Merger | W

Space & technology
How to Play the New Space Race | BR
The Space Race Has Long Led to Business Opportunities | BR
What Are NFTs? These Digital Tokens Are the Latest Investing Mania—and They’re Here to Stay. | BR

Virus
Covid-19 Vaccine Manufacturing in U.S. Races Ahead | W
Another shot in the foot – How Europe’s vaccine caution can cost lives | E
Covid cases are rising in 21 states as health officials warn against reopening too quickly | C