wiar 07-22-21

MFwebsite2020researchWhat I Am Reading

July 22 (Thursday)

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

Markets
Bond Rally Undercuts Inflation Fears | W
The bond market is torn over the potential for higher inflation and lower growth | C

Central banks
Fed Chief Powell Enjoys Support for Reappointment, but He’s Not a Lock | W

US I
Republicans sink Schumer’s test vote on bipartisan infrastructure plan | C
Delta Variant of Covid-19 Isn’t Expected to Dent Robust U.S. Recovery | W
Is the U.S. Economy Too Hot or Too Cold? Yes. | N
The Shortage of Starter Homes Extends Beyond Major Cities | W

US II
U.S. Life Expectancy Fell by 1.5 Years in 2020, the Biggest Decline in Generations | W
Truck drivers are essential workers. We need to treat them that way | NN
States Announce $26 Billion Settlement to Resolve Opioid Lawsuits | W

Geopolitics & trade
U.S., Germany strike deal to allow completion of Russian Nord Stream 2 pipeline | C

Industries & companies
Consumer: Coca-Cola Boosts Outlook as Sales Rebound | W
Financials: JPMorgan gives Jamie Dimon special stock option bonus to keep him CEO | C
Health Care: Johnson & Johnson Posts Higher Profit as Healthcare Demand Returns | W
Utilities: PG&E, in Reversal, to Bury Power Lines in Fire-Prone Areas | W

Beyond markets
The Battles to Come Over the Benefits of Working From Home | N

Virus
Covid: Local officials across U.S. are starting to reimpose mask rules as delta variant takes hold | C
U.S. Extends Restrictions on Borders With Canada, Mexico | W
Opening Its Economy as Delta Variant Surges, the U.K. Becomes a Covid-19 Test Case | W