wiar 10-04-21

MFwebsite2020researchWhat I Am Reading

October 04 (Monday)

YRI
Dr. Ed’s latest video podcast dated October 3
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing

Markets
China’s Next Bull Market Is Coming. How to Prepare. | BR
Countdown Starts on Chinese Company Delistings After Long U.S.-China Audit Fight | W
 
Energy & climate I
OPEC+ Will Drive Oil Prices Over Coming Months, Says Vitol | B
Why Bank Of America Thinks Oil Prices Are Heading To $100 | OilPrice.com
China’s Energy Crisis Highlights Weaknesses in Xi’s Power Plans | B
China Orders Energy Companies to Secure Supplies for Winter at All Costs | B

Energy & climate II
Record-Breaking Energy Prices Could Soar Even Higher In Europe | OilPrice.com
Europe’s Energy Crisis Worsens As Wind Stops Blowing | OilPrice.com
Europe’s Power Crisis Is Moving North as Water Shortage Worsens | B
Europe is under attack from Putin’s energy weapon | Atlantic Council
Are Carbon Taxes To Blame For Europe’s Energy Crisis? | OilPrice.com
EU Lawmakers Want Gazprom Investigated For Alleged Gas Market Manipulation | OilPrice.com
 
Central banks
Why Powell Could Be Out at the Fed, and What It Means for Markets | BR
Fed’s Powell pledges diversity focus in filling reserve bank openings | R
What Trades Did Fed Vice Chair Richard Clarida Make in 2020? | B

Global
Why Global Shortages Won’t Ruin the Holidays | BR
Semiconductor chip shortage could extend through 2022: Marvell CEO | C

US I
Democrats Weigh Cutting Programs or Reducing Scope to Trim $3.5 Trillion Bill | W
House infrastructure vote: Democrats try to reach budget spending deal | C
Democrats’ Tax Plans Worry High-Income Business Owners | W
House infrastructure vote: Democrats try to reach budget spending deal | C

US II
Factories struggling as supply constraints hit, costs rise | R
Falling Unemployment Could Add to Worries About the U.S. Labor Market | W
Mortgage Payments Haven’t Been This Unaffordable Since 2008 | W
What if Inflation Is Here to Stay? | W

Europe
Emotional Merkel, marking German reunification, calls for tolerance | R

Japan
Japan to compile big extra budget after polls, says LDP heavyweight | R
 
Geopolitics & trade
Record Chinese Aircraft Sorties Near Taiwan Prompt U.S. Warning | W
China air force sends 77 warplanes into Taiwan defense zone over two days, Taipei says | NN
China is not complying with phase 1 deal, Biden trade official will say: Sources | C
U.S. Poised to Unveil China Trade Policy | W
No One Outside Of China Allowed To Attend 2022 Winter Games In Beijing | The Daily Wire

Industries & companies
Airlines: Airlines May Have Survived the Pandemic. That Doesn’t Mean They’ve Become a Good Long-Term Bet. | BR
Autos: Tesla TSLA Q3 2021 vehicle delivery numbers | C
Energy: Natural Gas Prices Are Surging. Here Are the Stocks to Tap the Rally. | BR
Energy: Exxon Sees Green Gold in Algae-Based Fuels. Skeptics See Greenwashing. | W
Financials: Google’s pivot away from bank accounts shows why finance is a tough industry for tech giants | C
Restaurants: Restaurant owners nationwide push to make street-side dining permanent | C

Corporate finance
Volvo Cars Is Finalizing Plans for IPO in Stockholm | W

Technology
Robots Take Over Italy’s Vineyards as Wineries Struggle With Covid-19 Worker Shortages | W

Virus
A few skeptical U.S. hospital workers choose dismissal over vaccine | R
Covid-19 Vaccine Makers Say There Are Enough Doses for Everyone. Poor Countries Are Still Waiting for Shots. | W

Beyond markets
Kabul Faces Blackout as Taliban Don’t Pay Electricity Suppliers | W
Major oil spill washes ashore in California, killing wildlife | C
James Bond is a valuable movie franchise. Here’s how the 007s stack up | C