July 28 (Wednesday)

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

Central banks
The Fed could sound more worried about Covid and less ready to tighten | C

Global
Vaccination Rates Drive Global Economic Growth Prospects, IMF Says | W
IMF raises growth forecasts for rich nations, dims outlook for developing world | R

US
U.S. consumer confidence at 17-month high; business spending on equipment strong | R
Durable-Goods Orders Advanced in June as U.S. Economy Continues to Grow | W
Home prices can’t go straight up forever. But this probably isn’t a bubble | NN
Lawmakers Say Infrastructure Deal Within Reach | W

Europe
EU freezes legal steps against Britain after UK request for standstill | R

Industries & companies
Airlines: Airlines Struggle With Fuel Shortages at Some Smaller Western U.S. Airports | W
Consumer: Lysol. N95 Masks. UPS. For Some Pandemic Winners, the Boom Is Over. | W
Media: Alphabet (GOOGL) earnings Q2 2021 | C
Pharma: Big Pharma Quietly Pushes Back on Global Tax Deal, Citing Covid-19 Role | W
Tech: Apple Profit Sets Record on Strong iPhone Sales | W
Tech: Apple’s iPhone hot streak will run into global chip shortage | C
Tech: Microsoft (MSFT) earnings Q4 2021 | C

Virus
CDC reverses indoor mask policy, saying fully vaccinated people and kids should wear them indoors | C
Top U.S. doctors say kids need masks and social distancing in schools this fall | C
No one wants to say it: We need to mask up again | TheHill
Delta variant: Third Covid shot may be way around masking, says Dr. Peter Hotez | C
Biden says vaccine mandate for all federal employees is under consideration following VA order | C
Saudi Arabia to Impose Covid-19 Vaccine Mandate | W
Israel Begins Pfizer Covid-19 Vaccine for At-Risk Children Under 12 as Delta Cases Surge | W

Beyond markets
Return-to-office plans in limbo as CDC recommends indoor masking again | C
Return to Office Hits a Snag: Young Resisters | N
Work-From-Anywhere Perks Give Silicon Valley a New Edge in Talent War | W