wiar 08-13-21

MFwebsite2020researchWhat I Am Reading

August 13 (Friday)

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

Markets
Dow, S&P 500 Climb to Records After Economic Data | W
Global ETF Assets Hit $9 Trillion | W
One Number to Gauge Where the Economy Is Headed | N
Half of Lumber Dealers Now Sit on Excess Inventory in the U.S. | B
Lumber executive says drop in prices has reignited demand for building projects | C

Central banks
Fed framework gives rise to mash-up of views, averaging strategies | R

US I
Fund managers position for transitory U.S. inflation | R
U.S. Jobless Claims Fell Last Week | W
July C.P.I. Report: Inflation Rose Quickly Again | N
U.S. producer prices at more than decade high; jobless claims fall | R
Welcome to the peak everything market and economy | NN
Home Prices Jumped Across the U.S. in Second Quarter | W
Your Daily Coffee Habit Is About to Get More Expensive | N

US II
Bill Gates Pledges $1.5 Billion for Infrastructure Bill’s New Climate Projects | W
U.S. Census 2020: Population More Racially, Ethnically Diverse Than Ever | B
The Next Financial Crisis is Coming | Newsweek

Geopolitics & trade
Massive China Port Shutdown Raises Fears of Closures Worldwide | B

Industries & companies
Aerospace: Boeing’s Starliner Launch Could Face Delay of Several Months | W
Autos: Production issues to delay Ford Bronco and Mustang Mach-E deliveries | C
Communications services: Facebook delays return to office until January 2022 for U.S., some international employees | C
Media: Disney (DIS) fiscal Q3 2021 earnings | C
Media: Disney+ reaches 116 million subscribers after ‘Loki’ release | C

Corporate finance
Global M&A volumes hit new record in 2021, overtaking last year’s haul | R
Reddit Valuation Soars to $10 Billion in New Funding Round | W

Virus
Covid-19 Rise, Vaccine Hesitancy Frustrate Doctors in Hospitals Saturated by the Delta Variant | W
San Francisco vaccine mandate: Breed requires full Covid vaccination for indoor activities | C
Supreme Court rejects challenge to Indiana University’s vaccination requirement | C
CDC says over 90% of U.S. counties now meet its Covid guidelines for masks indoors | C
CDC Director Says She’s Struggling to Communicate With Americans About Covid-19 Amid Politics, Mistrust | W