wiar 06-02-21

MFwebsite2020researchWhat I Am Reading

June 02 (Wednesday)

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

Markets
S&P 500 dips, as healthcare weighs; Dow ends higher | R
The Wall Street Players Who Worry Inflation Heralds Wild Markets | W
Oil Price Rises to Two-Year High as OPEC and Allies See Higher Demand | W
Oil demand will reach pre-pandemic levels in mid-2022, analyst says | C

Cybersecurity
U.S. says ransomware attack on meatpacker JBS likely from Russia | C
JBS Says ‘Vast Majority’ of Plants Will Be Operational Wednesday | B
Meat Buyers Scramble After Cyberattack Hobbles JBS | W
U.S. needs to put more pressure on the perpetrators of recent cyberattacks, congressman says | C
 
Central banks
Fed’s Brainard: more ‘progress’ on recovery ahead, though still far from goals | R
U.S. labor market worse than it appears, Fed paper suggests | R

Global
Global Shortages During Coronavirus Reveal Failings of Just in Time Manufacturing | N

US I
Biden to host Republican senator Wednesday for infrastructure talks -White House | R
Biden’s proposed 39.6% top tax rate would apply at these income levels | C
Stimulus Checks 2021: Is Government Cash as Economic Policy Here to Stay? | B
Biden names Harris to lead administration’s effort to protect voting rights | C

US II
Manufacturing Surges, but Shortages May Persist | W
Return to Office: Employees Are Quitting Instead of Giving Up Work From Home | B
The Southwest Is America’s New Factory Hub. ‘Cranes Everywhere.’ | W

China
Chinese Factories Delay New Orders as Costs Rise, Risking Global Supply Shortages | W
China’s Factory Activity Slipped in May, but Consumer Spending Held Up | W
China Delivers Three-Child Policy, but It’s Too Late for Many | W
China Adds More Parks to Its Cities to Raise Quality of Life | N

Industries & companies
Media: How ViacomCBS’s Content Deals Cost U.S. Taxpayers $4 Billion | N
Media: AMC’s CEO wants to use the meme frenzy as a springboard for growth | C

Corporate finance
KKR, CD&R Strike $5.3 Billion Deal to Buy Cloudera | W

Virus
Mixing and Matching Covid-19 Shots in Fully Vaccinated People Is Subject of New Study | W