January 31 (Monday)
YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on January 31.
Markets
Markets have fallen because the era of free money is coming to an end | E
Stock Market Jitters Don’t Endanger Economy Yet | W
Move Over, Meme Stocks: Retail Investors Go Back to the Blue Chips | W
Big swings in the market are more normal than investors might expect | C
Central banks
Housing Market Is the Fed’s Frankenstein, and It Won’t Be Easily Tamed | BR
Fed’s Bostic tells the FT the central bank could hike rates by a half-point if needed | C
US
Democrats Put Build Back Better in Joe Manchin’s Court | W
Inflation at its worst: Some ticket prices are up as much as 100% | C
America’s Most Popular Housing Markets Have an Inflation Problem | BR
New York Eviction Ban Ends, but Tenants Find Ways to Stay in Homes | W
China
China’s civil servants ordered to tighten their belts | SCMP
China’s ‘Common Prosperity’ to Squeeze Cash-Strapped Local Governments | W
China’s one-child policy has led to a disastrous baby bust | P
China is determined to make the Winter Olympics go smoothly | E
Geopolitics & trade
What are Vladimir Putin’s military intentions in Ukraine? | E
Russia’s roulette: The stakes in Ukraine | E
U.S., EU Sanctions on Russia Could Ensnarl Western Oil Companies | W
How will Europe cope if Russia cuts off its gas? | E
What China thinks of possible war in Ukraine | E
North Korea caps month of tests with longest-range missile since 2017 | C
Industries & companies
Airlines: The showdown over airlines and 5G is part of a much bigger spectrum problem. | slate.com
Airlines: Southwest Airlines, Alaska Air and Boeing Stock Could Take Flight in 2022 | BR
Financials: Goldman Sachs Stock Is a Buy—Even After a Disappointing Quarter | BR
Pharma: Drugmakers Raised Prices by 6.6% on Average Early This Year | W
Retail: Bed Bath & Beyond Decluttered Its Stores and Ended Up Frustrating Shoppers | W
Tech: For Chip Industry, Global Supply Crunch Pushes Next Target to $1 Trillion | W
Tech: Will China dominate the world of semiconductors? | E
Virus
U.S. Covid-19 Hospitalizations Retreat, but Deaths Keep Rising | W
Biden Had Strategy to Beat Covid-19. Then Variants Arrived. | W
Omicron Pushes Health Authorities Toward Learning to Live With Covid-19 | W
A Covid Origin Conspiracy?
Beyond markets
Confusion reigns following conflicting reports that legendary Super Bowl champion Tom Brady is retiring | C
Musk Calls Biden ‘A Damp Sock Puppet’ As Tesla Shares Tank | FO
Experts Are Ringing Alarms About Elon Musk’s Brain Implants | Daily Beast
Why hasn’t Fauci been fired and put under FBI investigation yet? | P
