August 30 (Monday)

YRI
Dr. Ed’s latest video podcast dated August 29
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing

Markets
Stock Market Turns Cautious as ‘Defensive’ Shares Surge | W
Wall St Week Ahead A blazing U.S. stock rally faces market’s toughest month | R
Stock Market Turns Cautious as ‘Defensive’ Shares Surge | W
Should I Buy Chinese Stocks? How to Play the Regulatory Crackdown. | BR
Oil firms cut U.S. Gulf of Mexico output by 91% ahead of Hurricane Ida | C

Central banks
Fed Faces New Challenge Spelling Out Employment Goals | W
Why Fed’s Powell still thinks high inflation is ‘temporary’ | R
Taper Time Is on the Way, Maybe. Powell Sets the Stage With Plenty of Caveats. | BR

US
High-Frequency Charts Show U.S. Economy Softening From Delta | B
How the Biggest Companies Have Fared During the Covid-19 Pandemic | W
Extra Unemployment Pay Is About to Expire. Why Investors Should Be Wary. | BR
There’s no good time to return to pre-pandemic unemployment insurance system | The Hill
The cost of being an anti-vaxxer | WP

Japan
Japan’s PM candidate Kishida calls for huge stimulus package-Nikkei | R

China
Common Prosperity: Decoding China’s New Populism | W
China Curbs Steel Output, but Familiar Economic Pressures Test Its Mettle | W
China would rather be feared than defied | E
Research centers promoting Xi Jinping’s ideas are proliferating | E
African swine fever is spreading rapidly in China, again | E
Chinese Bad-Debt Manager Huarong Confirms $16 Billion Annual Loss | W

Geopolitics & trade
After Afghanistan, where next for global jihad? | E
U.S. drone strikes an ISIS-K vehicle packed with explosives in Kabul | C

Industries & companies
Autos: GM’s Chevy Bolt Recall Casts Shadow Over EV Push | W
Consumer discretionary: Amazon’s biggest, hardest-to-solve ESG issue may be its own workers | C

Virus
EU Set to Recommend Halting Nonessential Travel From the U.S. | W
U.S. Spy Agencies Unable to Pinpoint Source of Covid-19, Classified Report Shows | W
Fauci Open to Covid-19 Booster Shots Sooner Than Eight Months | B

Beyond markets
New Life and Work Choices Revitalize Exurbs, Bringing New Strains | W
High Pay for Covid-19 Nurses Leads to Shortages at Some Hospitals | W