November 01 (Monday)
YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on October 25.
Markets
Should I Sell My Stocks? There Are Hundreds of Reasons to Bail, but Just One Reason to Buy. | BR
Global supply-chains
Biden calls on G-20 to help address global supply-chain issues | C
EU, U.S. say they took steps to re-establish trade flows in steel and aluminium | R
Supermarkets Play Supply-Chain ‘Whack-a-Mole’ to Keep Products on Shelves | W
S.Korea factory activity growth hits 13-month-low on supply crunch | R
Climate & energy
Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common Ground | W
Why the COP26 climate summit will be both crucial and disappointing | E
SEC Climate-Risk Disclosure Rule a Power Grab | National Review
Steep Cuts to Carbon Emissions Gain Stronger Economic Backing | W
US I
Housing Boom: Why Millennials Will Drive Home Prices Up for Years to Come | BR
Wages and Prices Are Up, but It Isn’t a Spiral—Yet | W
Covid-19 Pushed Many Americans to Retire. The Economy Needs Them Back. | W
Nearly 1 in 3 adults get financial help from their parents post-Covid | C
US II
Deflating Your Inflation Fears | W
Inflation Will Linger No Matter What Happens With Taxes | BR
How does Biden’s latest plan to tax the superrich work? ‘It’s more straightforward.’ | MW
How Elon Musk Could Pay for a Tax on Unrealized Capital Gains | BR
Op-ed: Joe Biden, Democrats need to understand, if inflation feels real, it is real | C
China
China’s Manufacturing Activity Contracts for Second Straight Month | W
Japan
Japan’s Oct factory activity growth picks up – PMI | R
Japan’s Ruling Party Keeps Majority in Election | W
Industries & companies
Airlines: American Airlines cancels more than 1,400 weekend flights, citing weather and staffing issues | C
Autos: Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap. | BR
Communication services: Why Did Facebook Become Meta? | N
Communication services: Mark Zuckerberg’s Meta Pivot Is Personal as Well as Strategic | W
Communication services: Facebook’s Meta mission was laid out in a 2018 paper on The Metaverse | C
Retail: Future of Ralph Lauren, and retail, may be coloring clothes in store | C
Corporate finance
Coke to Pay $5.6 Billion for Full Control of BodyArmor | W
Amazon reveals 20% stake in electric-vehicle maker Rivian | C
Virus
White House press secretary Psaki says she has tested positive for Covid | C
Beyond markets
Does Working From Home Have to Mean a Lower Salary? | W
