July 19 (Monday)

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

Markets
Record Stock Rally Ignores Wall Street’s Phobia About Optimism | W
Some China Stocks That Trade in the U.S. Could Vanish. What to Know. | BR
42 Stock Picks for a Pricey Market From Barron’s Roundtable Experts | BR
OPEC+ Agrees to Boost Oil Output as Demand Roars Back | W

Central banks
Fed’s Kashkari says many U.S. sectors struggling to adjust to reopening | R

Global
Will the economic recovery survive the end of emergency stimulus? | E
How China Is Helping to Damp Global Inflation | W

US I
Red-Hot U.S. Economy Expected to Cool From Here | W
U.S. consumer sentiment drops in early July on inflation fears | R
Escalating Materials Prices Turn Construction Bids Into a Gamble | W
Chipotle, Target using TikTok to find workers in tight job market | C

US II
U.S. senators drop tax enforcement from bipartisan infrastructure bill | C
Joe Biden’s agenda depends on steering two trains at once | E

Emerging
India’s economy is suffering from long covid | E

Geopolitics & trade
Biden’s new China doctrine | E
China Wants a Chip Machine From the Dutch. The U.S. Said No. | W

Industries & companies
Autos: Selling Your Used Car? You Could Turn a Profit. | W
Biotech: Synthetic Biology Could Be the Next Big Thing. Here Are 3 Stocks. | BR
Cruise lines: CDC’s Covid-19 Cruise Guidelines to Stay in Place for Now | W
Tech: SkyWater CEO: America Is Losing the War for Semiconductors to Asian Manufacturers. National Security Is at Risk. | BR

Technology
The Novel Material That’s Shrinking Phone Chargers, Powering Up Electric Cars, and Making 5G Possible | W

Corporate finance
J&J exploring putting talc liabilities into bankruptcy, sources say | C

Virus
Unvaccinated Americans Are Behind Rising Covid-19 Hospitalizations | W
Facebook refutes Biden claim that it’s ‘killing people’ with vaccine misinformation | C

Beyond markets
‘It’s terrifying’: Merkel shaken as flood deaths rise to 188 in Europe | C