wiar 07-31-21

MFwebsite2020researchWhat I Am Reading

July 31 (Saturday)

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

Markets
Earnings bounce, bond-yield drop help keep party going for U.S. stocks | R
Global bonds in July notch up best month since 2020 COVID meltdown | R
 
Global
World Economy Caps Extraordinary Return From Covid-19 Collapse | W

Central banks
The Fed’s Favorite Price Index Rose 4 Percent. What Comes Next? | N
Fed’s Powell bets economy will navigate new coronavirus surge | R

US I
U.S. labor costs increase solidly in second quarter | R
U.S. consumer sentiment declines in July as inflation remains concern | R
Household Spending Rose in June, Before Delta Variant Upswing | W
Services buoy U.S. consumer spending; inflation pushes higher | R

US II
Infrastructure Bill Now Faces Restive House Progressives | W
Infrastructure: Senate advances bipartisan bill | C

Industries & companies
Autos: Elon Musk’s Trip Through Hell: Inside the 2018 Scramble to Avoid the Collapse of Tesla | W
Autos: Tesla Battery Catches Fire at Utility Storage Project in Australia | W
Communication services: Google founders Page, Brin, have sold $1 billion in stock since May | C
Consumer: Procter & Gamble Warns of Higher Costs and Slower Sales | W
Consumer: Amazon Hit With Record EU Privacy Fine | W
Consumer: Amazon DSPs tell drivers to bypass safety inspections | C
Cruise lines: Royal Caribbean says 6 Covid cases discovered on board a ship; shares fall | C
Tech: Big Tech dodged Q2 pain from Apple’s ad privacy changes | C

Corporate finance
SEC to Set New Disclosure Requirements for Chinese Company IPOs | W

Virus
‘The war has changed’, CDC says, calling for new response to Delta variant | R
Delta variant: CDC warns as contagious as chickenpox, may make people sicker | C
CDC study shows 74% of people infected in Massachusetts Covid outbreak were fully vaccinated | C
Covid Breakthrough Cases: Bloomberg Identifies 100,000 Cases as Delta Rises | B
Covid vaccine rates rise as Americans rush to get shots amid delta fears | C
Walmart corporate staff, managers have Covid vaccine by October | C