November 22 (Monday)

YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on November 15.

Markets
Market is a bad inflation report away from correction: Jeremy Siegel | C

Central banks
Biden has a major economic decision to make and he can’t seem to pull the trigger | PO
Milton Friedman Is More Relevant Than Ever | Crain’s Chicago Business

Global
Supply-Chain Problems Show Signs of Easing | W
The world is entering a new era of big government | E

US I
Modern Monetary Theory Isn’t the Future. It’s Here Now. | W
Psaki’s ‘No Economist’ Assertion Draws Some Inflation Dissenters | RealClearPolitics
Biden Administration Aims to Close Gaps Among Lawmakers for Reconciliation Bill | W
Biden Nominee Omarova’s Collectivist Ideology Is Fair Game | NR

US II
Home Prices Are Surging. The Manufactured-Housing Industry Sees an Opening. | W
Is not getting a 6% raise amid inflation actually taking a pay cut? | C
Californians Flee the Coast to Inland Cities in a Mass Pandemic-Era Exodus | W

China
China Is Changing, But Investors Can Still Win. Here’s How. | BR

Industries & companies
Communication Services: Executives wax poetic on the metaverse during Q3 earnings calls | C

Virus
Covid vaccine: All U.S. adults can get Pfizer, Moderna boosters after CDC gives final OK | C
Germany debates compulsory vaccination as fourth COVID wave rages | R
Breakthrough infections raise health, death risk; vaccine passports without testing allow cases to be missed | R
Covid-19 Breakthrough Hospitalizations Concentrated Among Most Vulnerable | W