July 08 (Thursday)

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

Markets
U.S. Stocks Rise Modestly After Fed Minutes Released | W
Analysis: Reflation rethink sends bond markets into a spin | R
America’s Stocks Have Lost Their Exceptionalism (Except Big Tech) | W
Small Stocks Seek to Extend Winning Streak | W
China is cracking down on stocks that trade on U.S. exchanges. Here’s what it means | C

Central banks I
Fed Officials See Earlier End for Bond Buying, Emphasize Patience | W
Fed keen to be ‘well positioned’ to act on inflation, other risks, minutes show | R
Fed discussed design for possible standing repo facility, minutes show | R
Fed’s Bostic: Infection spike due to Delta variant could slow recovery | R
Keep Powell in Top Job, Former Fed Vice Chair Blinder Says | B

Central banks II
Federal Reserve, ECB, BOJ’s $9 Trillion Debt Binge: Where Did All the Money Go? | B
Lagarde to Present Results of ECB Strategy Review on Thursday | B

US
U.S. Job Openings Held at Record Level Headed Into Summer | W
U.S. housing shortage will last for ‘years to come’: Taylor Morrison CEO | C
Biden Pitches Child-Care, Education Plan as Democrats Debate Size | W
Biden tax plan: Corporate, capital gains and income hike uncertain | C
Biden promotes corporate taxes in Illinois as business opposition mounts | R
Biden readies order to rein in worker non-compete clauses | C

Geopolitics & trade
Biden Builds on Trump’s Use of Investment Review Panel to Take On China | W

Industries & companies
Airlines: Travel Is Bouncing Back Strong, and Airlines Are Racing to Keep Up | W
Communication services: Banner Quarter From Facebook, Google Could Mask Apple’s Bite | W
Communication services: States bring new antitrust suit against Google over Google Play | C
Railroads: Amtrak to Spend $7 Billion to Upgrade Passenger Trains | W

Corporate finance
Owner of Forever 21, JCPenney Files to Go Public | W

Cybersecurity
Software Firm at Center of Ransomware Attack Was Warned of Cyber Flaw in April | W

Virus
Delta variant already dominant in U.S., CDC estimates show | R
Daily Covid-19 Deaths in Indonesia Nearly Double as Delta Variant Drives Surge | W
Quidel recalls Lyra Covid test due to high risk of false negative results | C