wiar 10-20-21

MFwebsite2020researchWhat I Am Reading

October 20 (Wednesday)

YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing

Central banks
ECB hawk Jens Weidmann says he wants to quit | C
Federal Reserve: Powell’s 5 key inflation criteria aren’t holding up well | C

Climate & energy
Euro zone banks should be legally bound to climate transition plans, ECB says | R
Your Cheat Sheet to the U.N. Climate Conference in Glasgow | W
China Takes the Brakes Off Coal Production to Tackle Power Shortage | W
Pete Buttigieg Is Wrong: Regulations to Stop Global Warming Kill People | The American Spectator

US I
Global shortage of workers: What’s going on? Experts explain | C
Weekly mortgage demand drops over 6% after interest rates move even higher | C

US II
Biden Identifies Cuts to Social Policy and Climate Bill | W
John Deere, the Great Resignation, and the Revenge of the Essential Worker | The New Republic

Europe
Bundesbank chief Weidmann quits early with one last inflation warning | R

China
In Tackling China’s Real-Estate Bubble, Xi Jinping Faces Resistance to Property-Tax Plan | W
China’s new home prices stall for first time since COVID-19 | R
Jack Ma Leaves China for the First Time Since Regulatory Woes Began | W

Industries & companies
Autos: Tesla Poised for Record Quarterly Earnings on Supply-Chain Resilience | W
Consumer: Nestlé Sales Buoyed by Coffee, Pet Food | W
Hospitality: The Incredible Disappearing Hotel Breakfast—and Other Amenities Travelers Miss | W
Media: Netflix Reports Jump in Users, Calls ‘Squid Game’ Its Most Popular Show Ever | W
Media: ‘Squid Game’ watched by two-thirds of Netflix users, few new U.S. subs | C
Retail: Retailers, manufacturers over-ordering amid supply chain crisis | C

Corporate finance
Micron Plans Over $150 Billion in Capital, R&D Spending in Decade Ahead | W

Virus
NYC to expand vaccine mandates, eliminating test-out option for city workers | C
UK doctors call for return of Covid restrictions; new mutation watched | C
Colin Powell’s Breakthrough Infection Was Hardly Unusual | Brownstone Institute
Beyond markets
Almost Half of Afghan Evacuees at U.S. Bases Are Children, Pentagon Says | W