August 16 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing
Productivity Will Battle Inflation and Send Stocks Higher, Says Ed Yardeni | BR

Markets
Wall St Week Ahead Investors give value stocks a second look as bond yields rally | R
Something Is Awry in the Treasury Market This Summer | W
Analysis: Taliban gains give investors cause for concern beyond Afghanistan | R
China’s Corporate Crackdown Adds to Junk-Bond Distress | W

Global
Will the rich world’s worker deficit last? | E

US I
Pelosi suggests tying infrastructure plan, $3.5 trln budget resolution | R
The Delta Variant Is Already Leaving Its Mark on Business | W
Democrats want to expand Medicare. Here are the coverage gaps to know | C
YouTube star Kevin Paffrath is Democratic leader in California recall | C

US II
America’s inflation scare becomes less menacing | E
The new inflation: Don’t expect food or gas prices to fall any time soon | TheHill
What the July 2021 CPI and PPI reports tells us about the housing market | C
Is Inflation a Bad Problem? The $3.5 Trillion Budget Will Make It One. | BR
Pudzer: The Biden Inflation Tax, Made Clear in One Chart | RealClearPolitics
Krugman: Don’t Let Inflation Anxiety Undermine Our Future | N

Geopolitics & trade
Xi Jinping’s assault on tech will change China’s trajectory | E
What tech does China want? | E
U.S. moves embassy compound in Afghanistan to airport | C
U.S. Economy Likely to Outgrow China’s Due to Contrast in Pandemic Responses | W

Industries & companies
Aerospace: Boeing Stock Can Gain 35%. How It Can Win the Future by Fixing Its Problems Now. | BR
Autos: Carvana’s Success Rides on Used-Car Loans | W
Financials: A Fed Policy Shift Could Be Near. Buying Bank Stocks Looks Like a Good Strategy. | BR
Media: ‘Free Guy’ tops $28 million at box office, Disney eyes sequel | C
Tech: Apple’s Next iPhone Is Coming Soon. Here’s What to Expect. | W

Corporate finance
Tesla Battery Supplier CATL Plans $9 Billion Share Sale to Boost Capacity | W

Virus
What Is the True Vaccine Breakthrough Rate? The CDC Doesn’t Want You to Know | FEE
Florida Nursing Homes Limit Visitors as Covid-19 Cases Flare | W
The number of kids hospitalized with Covid in the U.S. hits a record high | C
Vaccine mandates are spreading | E
New York City vaccine mandate presents new challenges for restaurants | C
CDC Covid boosters: Agency gives final OK to administer Covid vaccine booster shots to vulnerable Americans | C

Beyond markets
Why curbing methane emissions will help fight climate change | E
How Reese Witherspoon Has Become The World’s Richest Actress | FO