wiar 07-27-21

MFwebsite2020researchWhat I Am Reading

July 27 (Tuesday)

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

Markets
S&P 500 ekes out another record as investors gear up for big earnings | C
Indexes notch closing record highs as key earnings, Fed meet eyed | R
Inflation, delta risks sparking an ‘inflection point’ for stocks | C
China Tech Stocks Slump as Regulators Apply Fresh Pressure | W

Global
Global growth to stay strong but virus the top risk, say economists | R

Central banks
Fed now facing twin inflation, growth risks as virus jumps and supply chains falter | R

US
Housing boom is over as new home sales fall to pandemic low | C

Geopolitics & trade
China’s Tech Regulator Orders Companies to Fix Anticompetitive, Security Issues | W
Chinese Officials Blame U.S. for Stalemate in High-Level Talks | W
The Really Critical Infrastructure Need: American-Made Semiconductors | W

Industries & companies
Aerospace: Boeing’s Starliner Set to Launch, Giving Company a Do-Over in Space | W
Airlines: American Airlines warns about fuel shortages around the country, asks pilots to conserve | C
Autos: Tesla records $23 million in bitcoin-related impairments in Q2 | C
Energy: Big Oil Companies Push Hydrogen as Green Alternative, but Obstacles Remain | W

Corporate finance
Aon, Willis Towers Scrap $30 Billion Merger Amid Antitrust Impasse | W

Virus
U.S. will not lift travel restrictions, citing Delta variant, White House says | R
Delta: Americans are ‘mixing and matching’ Covid vaccines over concerns about variant | C
Covid-19 Vaccine Mandates Imposed on Some Government Workers | W
Covid Treatment Options Remain Elusive, Despite Months of Effort and Rising Delta Cases | W