July 24 (Saturday)

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

Markets
Dow jumps more than 200 points to close above 35,000 for the first time ever | C
Tin Prices Reach Records as Delta Variant Disrupts Supply | W

Global
Global supply chains buckle as virus variant and disasters strike | Reuters

Central banks
ECB Lifts Restrictions on Bank Dividends as Economy Rebounds | B

US I
The rapid growth the U.S. economy has seen is about to hit a wall | C
U.S. business activity cools further in July – IHS Markit survey | Reuters
End of Eviction Moratorium Puts Many Tenants at Risk of Losing Their Homes | W
Property Investors Bed Down in the Family Home | W
Companies from Chipotle to Whirlpool raise prices amid inflation | C

US II
Yellen wants debt limit raised by Aug. 2, U.S. may need ‘extraordinary measures’ | C
Modern Monetary Theory: Embrace of Big Budget Deficits Doesn’t Mean MMT Has Won | B

Geopolitics & trade
China Sanctions Wilbur Ross After U.S.’s Hong Kong Warning | B

Industries & companies
Airlines: U.S. Jet Fuel Glut Is Too Big for Surging Air Travel to Drain | B
Energy: Gas Engines, and the People Behind Them, Are Cast Aside for Electric Vehicles | W

Beyond markets
Tamarack and Bootleg Fires in Nevada and Oregon Grow Amid Difficult Conditions | W
The Next Target for mRNA Vaccines After Covid-19: The Flu | W
Al Lord Profited When College Tuition Rose. He Is Paying For It. | W

Virus
Covid cases are rising again in all 50 states across U.S. as delta variant tightens its grip | C
Delta variant: Pfizer Covid vaccine 39% effective in Israel, prevents severe illness | C
Delays, More Masks and Mandatory Shots: Virus Surge Disrupts Office-Return Plans | N
Pfizer to Supply U.S. With Millions of Shots for Young Kids | B
As Vaccines Do Their Work, Focus Moves to Long Covid | W