April 21 (Thursday)

Latest Morning Briefing Executive Summary: LNG, Credit & Green Buildings
Natural gas prices are higher than they’ve been in over a decade owing not to demand but supply issues. The crux of the problem: Europe’s need to find non-Russian sources of gas. Jackie reports on the factors that have been turning the screws on the natural gas market and looks at where the S&P 500 Energy sector stands after its huge runup. … Also: A look at how the high-yield, asset-backed, and municipal areas of the bond market are faring with the Fed in tightening mode. … And: Some innovative green buildings blur the lines between indoors and out.
(subscribers’ link)

YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on April 18.

Markets
Dow jumps 249 points on Wednesday, but the Nasdaq is dragged down by a big plunge in Netflix | C
Dollar’s Upward March Reaches a Nearly Two-Year High | W

Central banks
Fed’s Daly says the economy can handle rate hikes, but a mild recession is possible | C

US
U.S. Economy Grows Moderately Amid High Inflation, Ukraine Invasion | W
March existing home sales fall, median price sets new record | C
This Inflation Is Demand-Driven and Persistent by Jason Furman | Project Syndicate
“The Great Resignation” Is a Great Exaggeration | The Nation
Bernie Sanders’ team says he has ‘not ruled out’ 2024 bid | C

Europe
Macron, Le Pen clash in heated French election debate | R

Geopolitics & trade
Ukraine Needs $5 Billion Monthly to Keep Its Economy Afloat, IMF Chief Says | W
Russian Offensive Bears Down on Donbas as West Races to Supply Ukraine With More Weapons | W
Russia tests nuclear-capable missile that Putin calls best in world | R
From YouTube to Rutube. Inside Russia’s Influence Campaign. | W

Industries & companies
Autos: Tesla races ahead of rising raw material costs on price hikes | R
Airlines: Opinion: Get ready for crowded planes and higher fares this summer | NN
Media: Netflix stock plunges on shocking subscriber loss | C
Media: Legacy media disrupted Netflix with streaming offerings, now it risks similar fate | C

Climate & sustainability
Lithium costs a lot of money—so why aren’t we recycling lithium batteries? | Ars Technica

Corporate finance
Startup investors are worried the pandemic boom is about to end | Vox

Virus
Relief, confusion and disappointment as masks come off on planes | C