wiar 09-02-21

MFwebsite2020researchWhat I Am Reading

September 02 (Thursday)

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

Markets
Stocks Waver, With Nasdaq Hitting New High | W
Tech stocks send Nasdaq to fresh record close, boost S&P | R
European Bond Yields Rise on ECB Tapering Bets | W
 
Central banks
How to Deal With Above-Target Inflation: Raise the Target | W
Fed’s Bostic Warns Eviction Surge Could Weigh on Recovery | W

US I
Private payrolls up 374,000 in August, far short of 600K estimate: ADP | C
States That Cut Unemployment Benefits Saw Limited Impact on Job Growth | W
As stimulus checks end, job growth to power economy, NRF chief economist says | C
U.S. manufacturing activity rises; shortages linger | R
Construction spending rises in July amid abroad gains | R
U.S. offshore oil output inches back as infrastructure woes slow recovery | R

US II
GOP must ensure Manchin, Sinema don’t buckle in opposing Dems’ $3.5T bill | N
White House to Unveil Steps Aimed at Easing Housing Supply Shortage | W
Phoenix Real Estate: Home Prices in Three Cities Jump 25% or More | B
Social Security funding woes put pressure on Congress to solve | C

Geopolitics & trade
Taliban Battle Opposition Militias, Wield New Power in Kabul | W
Taliban’s Promises of Tolerance in Afghanistan Often Don’t Match Reality | W

Industries & companies
Autos: Ford cuts F-150 pickup production again due to chip shortage | C
Corporate finance: Amazon Seeks to Hire 55,000 for Corporate, Tech Roles | W
Energy: Refineries Potentially Face Weekslong Outages After Hurricane Ida | W
Energy: Energy Traders See Big Money in Carbon-Emissions Markets | W
Railroads: Amtrak might add more than 50 new routes. But they still won’t be faster than a car | N
Retail: Walmart Will Add 20,000 Workers to Supply-Chain Operations This Year | W
Tech: Apple Plans Blood-Pressure Measure, Wrist Thermometer in Apple Watch | W
Tech: Apple announces first states for Wallet drivers licenses, IDs | C
Travel: TSA airport screenings drop to lowest since May as travel and fares fall | C

Virus
WHO says it is monitoring a new Covid variant called ‘mu’ | C
Covid Hospital Admissions Fall for First Time Since June in U.S. | B

Beyond markets
How Diapers.com Founder Marc Lore Plans to Build Utopian City Telosa | B