Mar 29 (Monday)

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

Markets
We’re in a Manic Bull Market. How Long It Will Last—and What to Buy. | BR
Bond Bulls Charge Ahead, Challenging Consensus on Rising Yields | W
Large block trades that caused selling raises questions about cause | R

Global
China Helped Rev Up, and Then Slow Down, the Global Commodities Boom | W
Expectations for a Global Recovery Are Improving. Watch Oil and Steel. | BR
High Tide in Suez Canal Raises Hopes of Freeing Cargo Ship | W
House Prices Are Inflating Around the World | W

US
Biden to Push Child-Care Spending in Next Economic Proposal | W

China
China tightens scrutiny over credit rating industry |R

Europe
EU experts to say nuclear power qualifies for green investment label: document | R

Geopolitics & trade
Biden Invites Putin, Xi and Other World Leaders to Climate Summit | W
New Trade Representative Says U.S. Isn’t Ready to Lift China Tariffs | W
How to Counter China’s Global Economic Strategy | BR
Will countries boycott China’s Olympics in 2022? | E

Industries & companies
Energy: Cheniere and Shell oil tankers change course to avoid Suez Canal as ships divert routes | C
Media: ViacomCBS, Discovery plunge due in part to forced liquidation of Archegos Capital positions | C

Virus
Covid cases are rising and hospitalizations have plateaued even as vaccinations increase | C
Covid-19 Shots for Children Hold Key to Herd Immunity | W
Covid-19 Variant Rages in Brazil, Posing Global Risk |W
Brazil’s mismanagement of covid-19 threatens the world | E

Offbeat
Bright side of the moonshots | E