wiar 05-01-21

MFwebsite2020researchWhat I Am Reading

May 01 (Saturday)

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

Markets
More earnings, April’s big jobs report and inflation worries could swing markets in the week ahead | C
Soaring lumber prices add $36,000 to the cost of a new home | C
Big Oil Companies Recover as Prices Rebound | W

Central banks
How the Federal Reserve Gauges Inflation | N

US I
U.S. Household Income Surged by Record 21.1% in March | W
Stimulus checks boost U.S. consumer spending; inflation warming up | R
U.S. labor costs accelerate in the first quarter | R
Summers Sees Signs of Scarce Workers as Harbinger of Inflation | B

US II
Biden’s $4 Trillion Plan Now Gets Test in Congress | W
‘Amtrak Joe’ Biden pushes infrastructure in Philadelphia | R
The Biden White House Runs on a Tight Script. The President Doesn’t. | W

China
China Orders Tech Giants to Unbundle Financial Services | W

Geopolitics & trade
U.S. says China has fallen short on ‘Phase 1’ intellectual property commitments | R

Industries & companies
Consumer: Clorox weighs product price increases to counter inflationary costs | C
Consumer discretionary: Amazon Prime Day 2021: Why it’s being held earlier in the summer | C
Hotels: Loews Hotels CEO optimistic group events will return to complete Covid recovery | C
Retail: Macy’s store employees score victory in challenging self-checkout | C
Tech: EU Charges Apple With App Store Antitrust Violations in Spotify Case | W
Theme parks: Disneyland reopening celebrated with custom Mickey ears and masks | C

Virus
Biden Bans Travel From India as Coronavirus Cases Surge | B
Is Covid-19 Fading From Our Lives? Consumer App Use Provides Clues | W
The Covid-19 Vaccine Club: How the World’s Biggest Producers Depend on Each Other | W

Offbeat
BlackRock Starts to Use Voting Power More Aggressively | W
Elon Musk’s War on Regulators | W