wiar 09-28-21

MFwebsite2020researchWhat I Am Reading

September 28 (Tuesday)

YRI
Dr. Ed’s latest video podcast dated September 26
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing

Markets
Stocks Finish Mixed as Energy Rallies | W
Why China’s Evergrande Crisis Could Be Worse Than the U.S. Crash | B

Energy
Chevron CEO Warns of High Energy Prices and Supply Crunches | B
Europe’s Energy Crisis Is About to Go Global as Gas Prices Soar | B

China
Evergrande and China Power Curbs Are Two Sides of One Coin | B
China’s Growth Forecasts Take a Hit as Power Crunch Worsens | B
Goldman Cuts China’s GDP Growth Forecast Amid Energy Constraints | B
China Power Outages Close Factories and Threaten Growth | N
China’s Power Crisis Moves From the Factory Floor to Homes | B

Central banks I
Dallas Fed President Kaplan to retire early on Oct. 8, citing trading disclosure ‘distraction’ | C
Boston Fed President Rosengren abruptly announces retirement | C
Fed resignations don’t blunt calls for broader ethics changes | R

Central banks II
Fed officials say they see a pullback in their economic support even with inflation cooling | C
Fed officials: Bond taper still hinges on continued job growth | R
Fed Chair Powell to warn Congress that inflation pressures could last longer than expected | C
Fed Chief Jerome Powell Says Inflation Is Elevated but Likely to Moderate | W
Powell Says Jobs Still Short of Goal as Supply Woes Raise Prices | B
Fed Official Lael Brainard Says Labor Market, Inflation Can Return to Pre-Pandemic Equilibrium | W

US
Used Car Prices Catch Wall Street’s Eye as a Predictor of Inflation | N
House to vote on infrastructure bill Thursday, Nancy Pelosi says | C

Geopolitics & trade
U.S., EU to discuss trade, tech as they seek to counter China | C

Industries & companies
Autos: Ford Will Build 4 Factories in a Big Electric Vehicle Push | N
Communication services: Facebook to Halt Instagram Kids Project Amid Pressure From Lawmakers, Parents Groups | W
Tech: AMD CEO Lisa Su says chip shortage likely to end next year | C

Virus
Covid: Gottlieb says 90% of Americans may have immunity post-delta | C

Corporate finance
Entertainment Giant Endeavor to Buy Sports-Betting Business for $1.2 Billion | W

Beyond markets
U.S. Senators call for ‘full accountability’ in World Bank data controversy | R
Janet Yellen Declines to Take Calls From IMF’s Georgieva After China Scandal | B