November 15 (Monday)
YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 8.
Markets
Dividends and Stock Buybacks Are Headed Higher | BR
U.S. Companies Face New Risks in China. What Investors Need to Know. | BR
Climate
Moody’s CEO: The Climate Transition Is a $45 Trillion Opportunity | BR
Analysis: COP26 message to business: clean up to cash in | R
China, India will have to explain themselves on coal: COP26 president | C
Britain drafts COP26 plan to make sure promised climate cash arrives | R
COP26: Global media reacts to climate change deal | C
Central banks
Fed’s Worry on Inflation: Don’t Tighten Too Fast, Kashkari Says | B
Morgan Stanley Economists See 2023 Fed Hike, Differ With Gorman | B
On Inflation Surge, the Fed is Running Out of Excuses | W
Global shortages
Supermarkets Alter Layouts, Use Decoys to Fill Gaps Left by Shortages | W
Chip Shortage Has Manufacturers Turning to Lower-Tech Models | W
Japan Plans to Boost Support to Ease Chip Shortage, Yomiuri Says | B
‘Too Few Goods’—the Simple Explanation for October’s Elevated Inflation Rates
US I
A three-decade high in inflation sows concerns about America’s recovery | E
High Inflation Pushes Biden to Focus Message on Rising Prices | W
Biden advisers say pandemic, not policies, fueling inflation | R
Yellen Says Quashing Covid-19 Is Key to Lowering Inflation | B
As American Workers Leave Jobs in Record Numbers, a Closer Look at Who Is Quitting | W
US II
Democrats Try to Heal Rifts, Pass $2 Trillion Spending Bill | W
Centrist Democrats Await Cost Analysis on $2 Trillion Bill | W
8 big problems with Joe Biden’s ‘Build Back Better’ bill (nypost.com)
Europe
Euro zone industry output stronger than expected in Sept | R
How trains could replace planes in Europe | E
Emerging
What’s Driving Xi Jinping’s Economic Revamp? China’s Social Mobility Has Stalled | W
Evergrande is not the only looming danger in China’s financial system | E
China attempts to clean up its sleaziest regional banks | E
China’s Coal Addiction Runs Deeper Than Economics | W
Inflation Is Killing the Dollar Carry Trade in Emerging Markets | B
Russia’s new era of repression | E
Japan
Japan considering resuming domestic travel subsidies mid-Jan – Nikkei | R
Industries & companies
Aerospace: Airbus receives order for 255 jets in first major deal since Covid outbreak | C
Media: Disney’s ‘Eternals’ tops domestic box office for second weekend | C
Pharma: Pfizer Shows Its R&D Is Strong. That Makes Its Stock a Good Long-Term Bet. | BR
Retail: Macy’s, Abercrombie, Simon Property, and Other Stocks for the Shopping Mall Revival | BR
Shipping: Ports Are Congested. Shipping Companies Maersk and Hapag-Lloyd Are Thriving. | BR
Tech: Apple sticking taxpayers with part of the bill for digital ID rollout | C
Crypto
Bitcoin taproot upgrade: What it means for investors | C
Virus
This Thanksgiving, the Masks Are Off, the Dinner’s Inside and the Relatives Are Back | W
Covid-19 Cases Rise in Pockets of North and West, Halting Delta Variant’s Decline in U.S. | W
Eastern European countries are being hit by a wave of covid deaths | E
We’re preparing for a fourth wave of Covid from Europe: Emirates president | C
China will stick to a zero-covid policy, for now | E
