June 30 (Wednesday)

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

Markets
Stocks’ Modest Gains Give Nasdaq, S&P 500 Records | W
Stocks should add to gains in the second half, but there are two big concerns | C

Central banks
Fed’s Waller: 2022 rate hike possible, wants MBS taper first | R

US I
U.S. consumer confidence at 16-month high; house price inflation heating up | R
Home price gains in April ‘truly extraordinary,’ S&P Case-Shiller says | C
CEO of payroll provider Paychex sees hiring rates rising in September | C
Key indicator shows we are past peak inflation fear, supporting the rally | C

US II
Biden, in Wisconsin, Hails Job-Creating Potential of Infrastructure Deal | W
Kudlow: The Real Truth Behind the Biden Budget Double-Talk | nysun.com
Supreme Court Rules New Jersey Can’t Block Natural-Gas Pipeline | W

China
China Wants Howling Diplomats to Quiet Down, but Nationalism Gets in the Way | W

Japan
Japan’s May factory output posts biggest monthly drop in a year | R
Toshiba Scandal Emboldens Foreign Investors Pushing Change in Japan | W
Japan’s In-Home Robot Experiment Short Circuits | W

Geopolitics & trade
Former Chinese Party Insider Calls U.S. Hopes of Engagement ‘Naive’ | W
The U.S. is falling further behind China and Europe in EV production | C
U.S., European suppliers scramble to secure Christmas goods as cargo delays worsen | R

Industries & companies
Airlines: United Airlines Bets on Post-Pandemic Growth With Its Biggest-Ever Jet Order | W
Airlines: American, Delta, and United Airlines are hiring workers for summer travel demand | Vox
Autos: Car Dealers Are Selling More Vehicles Above the Sticker Price | W
Consumer discretionary: Amazon Demands One More Thing From Some Vendors: A Piece of Their Company | W
Pharma: Sanofi Bets on mRNA Vaccines After Covid-19 Pandemic Shows Worth | W
Tech: Windows 11 Insider build: What’s new? | C

Corporate finance
Didi IPO Pricing Imminent After Lightning-Round Roadshow | W

Virus
Covid-19 Contact Tracers Race Against Delta Variant in the U.S. | W
U.S. Poised to Fall Behind Europe on Covid-19 Vaccine First Doses | W

Beyond markets
Harvard, MIT Part of $800 Million Deal to Push Access to Online Education | W