wiar 07-12-21

MFwebsite2020researchWhat I Am Reading

July 12 (Monday)

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

Markets
The Markets Have Prospered. Why Are So Many People Worried? | N
Earnings Kick Off With Sky-High Forecasts, Record Stock Market | W

Credit
Treasury rally leaves investors scrambling for yield plays | R
Junk-Bond Rally Pulls Yields Below Inflation | W
Ron Insana: The bond market agrees with the Federal Reserve — inflation is temporary | C
Don’t rely on markets to see inflation threat, says Summers | R
Wall Street’s Math Whizzes Are Racing to Wire Up the Bond Market | B

Global
The new fault lines on which the world economy rests | E
Will surprisingly high global inflation last? | E

Central banks
Central banks face a daunting task: tapering without the tantrum | E
Fed’s Quarles seeks global coordination on climate-related financial risk | R

US
Yellen says tax changes for large firms may not be ready until 2022 | C
Global Tax Deal Heads Down Perilous Path in Congress | W
Is the US labor shortage the big break AI needs? | TechCrunch
Higher Inflation Is Here to Stay for Years, Economists Forecast | W
Joe Biden’s Sweeping Executive Order on Big Tech, Explained | gizmodo.com

China
China’s communists take control of tech | E
China condemns ‘unreasonable suppression’ as U.S. expands economic blacklist | R

Industries & companies
Restaurants: These restaurant chains have raised wages or offered bonuses | C
Restaurants: McDonald’s minimum wage raise and the fast food franchise future | C
Tech: Apple AirPod battery life problem shows need for right-to-repair laws | C

Virus
Young Americans Aren’t Getting Vaccinated, Jeopardizing Covid-19 Fight | W
Australia’s Delta Outbreak Shows Vaccines Protect Against Hospitalization | W
Unvaccinated Belgian woman contracted two COVID variants simultaneously | R

Cryptocurrency
Binance Froze When Bitcoin Crashed. Now Users Want Their Money Back. | W

Beyond markets
Virgin Galactic Successfully Sends Richard Branson to Space | gizmodo.com
The Race to Sustainable Abundance by Michael R. Bloomberg, Saleemul Huq and Agnes Kalibata | Project Syndicate