January 19 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 18.
Markets
Dow drops 540 points, Nasdaq falls 2.6% as 10-year yield rises to 2-year high | C
Stocks End Lower as Bond Yields Hit Two-Year High | W
Rising interest rates could keep a choke hold on tech and growth stocks | C
US I
U.S. home builder sentiment dips; New York state factory activity plummets | R
Mortgage rates jump again, causing headaches for homebuyers | C
NYC Property Values Projected to Rise 8.2% as Homebuyers Return | B
U.S. Democrats set voting rights showdown with no clear path to victory | R
Republicans are much more worried about inflation than Democrats | NN
US II
U.S. companies are expecting to pay an average 3.4% raise to workers in 2022 | C
Goldman CEO says he sees 'real wage inflation everywhere' after 33% jump in pay expenses | C
Texas, Arizona Have Recovered All the Jobs Lost When Covid-19 Hit | W
The Left’s big government plans are job killers | Washington Examiner
China
In China, the Economic Buzzword for 2022 Is Stability | W
Geopolitics & trade
Germany signals it could halt gas pipeline if Russia invades Ukraine | R
Chinese Investment in U.S. Plane Maker Draws FBI, National-Security Reviews | W
Industries & companies
Airlines: Foreign airlines cancel some U.S. flights despite 5G deal | C
Airlines: AT&T delays 5G rollout near some airports after airlines warned of cancellations | C
Fitness: Peloton hires McKinsey to review cost structure as equipment sales slow | C
Shipping: Supply Chain Crisis Helped Shipping Companies Reap $150 Billion in 2021 | B
Virus
Pfizer’s New Covid-19 Pill Works Against Omicron in Lab | W
China’s Zero-Covid Policies Cause a Traffic Jam in Vietnam as Farmers Suffer | W
Fuzzy Hamsters Are Hong Kong’s Newest Enemy in Its Covid-Zero Campaign | W
Climate
As coal use surges, America finds it's hard to unplug from carbon | TheHill
Texas Power Grid Braces for Freeze That Imperils Fuel Supply | B
Exxon Pledges to Reduce Carbon Emissions From Operations to ‘Net Zero’ | W
BlackRock CEO Larry Fink Infuriates Republicans and Climate Activists Alike | B
Corporate finance
Microsoft to gobble up Activision in $69 billion metaverse bet | R
Activision mulled outbidding Take-Two for Zynga before Microsoft deal | C
January 18 (Tuesday)
Markets
BlackRock now manages more than $10 trillion in assets | NN
Chile suspends lithium mining contract auction | Financial Review
Central banks
Biden Plays Capture the Federal Reserve | W
US
U.S. Political Party Preferences Shifted Greatly During 2021 | Gallup
Democrats Likely to Take Control of New York Redistricting, Gain Congressional Seats | W
On the Matter of Inflation, Elizabeth Warren Blames...Kroger's | RCM
Iowa’s Child-Care Problems Show Scale of Washington’s Challenge | W
The Pain of Online School Remains, Even When Kids Are in Classrooms | W
China
China tops forecasts with 8.1% growth in 2021 but headwinds loom | R
China Seeks to Cushion Blow of Economic Pain as Momentum Slows | W
China’s Xi Calls on Nations to Reduce Global Supply Chain Risks | B
Japan
Bank of Japan to flag rising price pressure, maintain ultra-easy policy | R
Geopolitics & trade
Davos: China's Xi says countries must abandon Cold War mentality | C
There’s No Way Vladimir Putin Could Freeze Europe, and No Way the U.S. Could Freeze Putin | FO
Industries & companies
Airlines: Major U.S. airline CEOs warn 5G could ground some planes, wreak havoc | C
Technology
All These Flying Taxi Companies Will Need Ground Infrastructure to Land Aircraft | B
Virus
Omicron wave shows early signs of easing in states hit early | C
Herd Immunity Is Over—Long Live Superimmunity | W
Omicron: Preliminary study in Israel shows fourth Covid vaccine shots are less effective | C
Fauci: It's an 'open question' whether omicron spells Covid endgame | C
Chinese cities on high COVID-19 alert as Lunar New Year travel season starts; Omicron spreads | R
Climate
What is green hydrogen vs. blue hydrogen and why it matters | C
January 17 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 10.
Markets
How Will the Stock Market Do in 2022? Expect a Tough Year but Lots of Opportunities | BR
Russia-Ukraine Conflict Could Disrupt the Prices of These Commodities. What to Know. | BR
How the U.S. fell way behind in lithium, 'white gold' for EVs | C
Central banks
Fed Pick Sarah Bloom Raskin Faces Some Heat in Confirmation | W
The Fed is about to see a lot of new faces. What it means for banks, the economy and markets | C
US
Omicron, Inflation Drive Down U.S. Growth Outlook | W
'Upside down again': Omicron surge roils U.S. small businesses | R
Democrats Explore Changes for Child Tax Credit to Win Manchin’s Favor | W
China
Xi Jinping’s job is safe but China’s leadership is being shaken up | E
Industries & companies
Airlines: Airlines cancel over 2,700 U.S. flights as winter storm hits U.S. East Coast | R
Energy: Shell’s Buybacks and Low-Carbon Energy Shift Make This a Buying Opportunity | BR
Retail: Walmart is quietly preparing to enter the metaverse | C
Social media: TikTok isn’t silly. It’s serious | E
Social media: ‘Baby Shark’ Has 10 Billion Views. For Parents, That Is 10 Billion Too Many. | W
Tech: Inside the metaverse, jobs and infrastructure projects are for real | C
Virus
Omicron Surge Pressures U.S. Hospitals | W
America resorts to remote learning, against pupils’ interests | E
Citigroup Sticks With Its Covid-19 Vaccine Mandate, While GE Drops Its Rules | W
January 15 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 10.
Central banks
Biden Moves to Remake the Federal Reserve | W
Biden Taps Economists Lisa Cook, Philip Jefferson for Fed Seats | W
US
U.S. Retail Spending, Manufacturing Drop as Omicron and Inflation Surge | W
U.S. consumer sentiment sours in early January to second lowest level in decade | R
U.S. grocery shortages deepen as pandemic dries supplies | R
Inflation: Jamie Dimon says CEOs `shouldn't be crybabies about it' | C
Geopolitics & trade
White House Says Russia Is Planning ‘False Flag’ Operation as Pretext for Invading Ukraine | W
No lights, no heat, no money - that's life in Ukraine during cyber warfare | R
Russia Arrests Hackers Tied to Major U.S. Ransomware Attacks, Including Colonial Pipeline Disruption | W
N.Korea tests railway-borne missile in latest launch amid rising tension with U.S. | R
Industries & companies
Communication services: Google Misled Publishers and Advertisers, Unredacted Lawsuit Alleges | W
Financials: Pandemic Profits Begin to Ebb at America’s Biggest Banks | W
Wireless: The 3G Shutdown Is Coming—Here’s How That Affects You | W
Corporate finance
Bill Ford is doubling down on Ford shares and amassing more control of the company | C
Virus I
New York Covid numbers are finally trending down, Gov. Hochul says | C
Vaccine Makers Pursue Omicron-Targeted Shots That Health Officials Say Might Not Be Needed | W
As Omicron fuels surge, U.S. students stage walkouts to protest in-person classes | R
CDC updates mask guidance, says N95s offer 'highest protection' | C
Virus II
Americans Can Order Free Rapid Covid-19 Tests from Website on Jan. 19 | W
Stretched Hospitals, Nursing Homes Fear Losing More Staff Over Vaccine Mandate | W
For Remote Workers, the Sick Day Is Over | W
Google tells anyone coming into the office to take weekly Covid tests | C
January 14 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 10.
Markets
Tech Stocks Drag Down S&P 500, Nasdaq Composite | W
Central banks
Biden to nominate Sarah Bloom Raskin as vice chair for supervision at Fed | C
Central banks start turning off the cash taps | R
Fed officials nod to March rate hike as inflation drumbeat grows louder | R
Fed's Harker calls for 'action on inflation,' sees 3 or 4 rate hikes | C
Column: Like Tortoise vs Hare, ECB may 'normalize' before Fed :Mike Dolan | R
US
Profits for S&P 500 companies rose 22% in the fourth quarter and nearly 50% in 2021, estimates show | C
Producer-Price Increases Slowed From Record Pace in December | W
Mortgage Rates Jump to Highest Level Since March 2020 | W
Biden voting rights push scotched by Democrats Sinema, Manchin | R
Geopolitics & trade
Russia says Ukraine talks hit 'dead end', Poland warns of risk of war | R
Corporate finance
What’s the true cost of Amazon’s low prices? The FTC and Congress have antitrust concerns. | Vox
Virus
Delta Reports Loss Amid Omicron Wave but Expects to Make Recovery | W
India Covid: Third wave is expected to slow near-term economic growth | C
Supreme Court blocks Biden Covid vaccine mandate for businesses, allows health-care worker rule | C
Beyond markets
These TikTok Stars Made More Money Than Many of America’s Top CEOs | W
January 13 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 10.
Markets
Stocks Close Higher as Inflation Picks Up | W
Natural gas surges 14% as cold snap ahead is expected to boost demand | C
Central banks
Fed's Bullard: Four Interest Rate Rises in 2022 Now Appear Likely | W
Fed's Brainard: Controlling inflation is 'most important task' | R
Fed’s Mester Says Economy on Track for a March Rate Rise | W
Fed Says U.S. Economic Optimism High, Cools in Some Areas | B
Analysis: A people's Fed? It's starting to at least look that way | R
US
U.S. consumer prices post biggest rise in nearly 40 years; inflation close to peaking | R
U.S. Inflation Hit 7% in December, Fastest Pace Since 1982 | W
Why 7% Inflation Today Is Far Different Than in 1982 | W
Messy 2021 jobs reports, unreliable labor data take toll on Joe Biden | C
Baby Formula Is Hard to Find. Brands and Stores Are Divided Over Why. | W
China
China’s True Unemployment Pain Masked by Official Numbers | B
Omicron Puts China’s Zero-Covid Strategy to Its Toughest Test | W
China’s Startups Attract Record Funding Despite Tech Clampdown | W
Virus
Omicron Is Dominant U.S. Variant, Hospitals Face Dark Days as Covid Cases Soar | B
Covid: Omicron-tied hospital stays shorter in big California system | C
Covid news: Omicron disrupts essential services as workers call out | C
Schools See Big Drop in Attendance as Students Stay Away, Citing Covid-19 | W
Chicago teachers accept Covid deal, keeping kids in school | C
Boris Johnson Apologizes for Party at Downing Street During U.K. Lockdown | W
Blackstone Tells U.S. Staff to Get Boosters or Get Out of Office | B
Robinhood Tells Employees They Can Work From Home Permanently | W
Technology
How Health and Fitness Trackers Are About to Get a Lot More Granular | W
Beyond market
Vast Cosmic Bubble Around the Sun Identified as Source of Baby Stars | W
January 12 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 10.
Markets
U.S. Stocks Finish Higher as Tech Shares Climb | W
Bank Stocks Set for Big Gains Ahead of Potential Fed Rate Increases | W
Central banks
Fed Chair Powell says rate hikes, tighter policy will be needed to control inflation | C
Fed’s Powell Says Economy No Longer Needs Aggressive Stimulus | W
After Months of Ethics Controversy, Fed’s New Trading Rules Will Be Implemented Soon, Powell Says | W
Global
Omicron, Supply-Chain Troubles to Slow Growth, World Bank Says | W
Empty grocery shelves return as sick employees, supply chain delays collide | C
US
December’s consumer prices are likely to be hot, but the peak could come soon | C
It's time to choose, Biden tells Republicans in fiery voting rights speech | R
Michael Shvo’s Big Bet on Offices and Retail Faces Pandemic Test | W
Japan
Japan manufacturers' mood slips as rising costs pressure profit margins - Reuters Tankan | R
As costs soar, some Japanese companies do the unthinkable: raise prices | R
Geopolitics & trade
N.Korea's Kim calls for more 'military muscle' after watching hypersonic missile test | R
Industries & companies
Airlines: United cuts flights as about 3,000 workers call out sick from Covid | C
Financials: UBS Targets Less-Wealthy Customers With Advice by Device | W
Pharma: Medicare to Pay for Biogen’s New Alzheimer’s Drug in Clinical-Trial Patients | W
Climate
'Furnace': Argentina roasts in record-setting heat wave | R
Virus
Omicron variant: U.S. sets fresh records for Covid hospitalizations and cases with 1.5 million new infections | C
WHO says omicron is life threatening for unvaccinated, elderly, underlying conditions | C
U.S. Strikes Deal for Additional Supply of Covid-19 Antibody Treatment | W
As Omicron Spreads, Some Nations Offer a Second Covid-19 Booster | W
China Covid-19 Lockdowns Hit Factories, Ports in Latest Knock to Supply Chains | W
Chicago’s Parents Prove to Be Key in Getting Schools Back in Session | W
January 11 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 10.
Markets
Stocks fall further as U.S. yield climb unnerves investors | R
Higher interest rates upset stock market as hot inflation tests the Fed | C
Nasdaq Composite Erases Losses, Finishes Positive | W
Furious Rally Sends Nasdaq to Biggest Rebound Since March 2020 | B
ARK Innovation ETF (ARKK): The Strategy Is Dead
Central banks
Four Fed Hikes May Be Just the Start as Traders Lift Rate Bets | B
Goldman predicts the Fed will hike rates four times this year, more than previously expected | C
Jamie Dimon sees the best economic growth in decades, more than 4 Fed rate hikes this year | C
Jerome Powell Testimony Released Before Senate Hearing | B
Fed Vice Chair Clarida to step down early following scrutiny over his trades during pandemic | C
IMF says emerging economies must prepare for Fed policy tightening | R
US
Workers Sick With Omicron Add to Manufacturing Woes. ‘The Hope Was That 2022 Would Get Better.’ | W
Mortgage rates just jumped again. What that means for homebuyers | C
IRS Warns of Service Delays When 2021 Tax-Filing Season Opens on Jan. 24 | W
Europe
Euro zone investor morale rises slightly as mood stabilises | R
China I
China's Xian locks down its 13 mln residents as COVID-19 cases rise | R
China's COVID Lockdowns Add to Concerns About Economy : NPR
China’s Covid-19 Lockdowns Starting to Sting | W
China’s Zero COVID Strategy Braces for Omicron
China II
COVID-19 rattles major Chinese manufacturing province | R
Factories shut and Ningbo restricts truckers in Zhejiang province lockdowns
China Offers Digital Yuan at Beijing Winter Olympics to Test Overseas Appeal | B
Geopolitics & trade
China Locks Down City Containing One of World's Busiest Ports, Could Impact Supply Chain
China covid quarantines, lockdowns impact global supply chain | Quartz
China’s goal for blue sky Beijing Winter Olympics set to cause ‘supply-side shock’ as factories close | SCMP
China restricts factory operation for Olympic... ‘Emergency’ for South Korean manufacturers
China Names Former Xinjiang Commander to Lead Troops in Hong Kong | W
U.S., Russia See Little Progress in Early Talks on Ukraine Crisis | W
An anti-Soviet protest in Kazakhstan haunts the country's current unrest
Industries & companies
Tech: Microsoft Hit by Defections as Tech Giants Battle for Talent to Build the Metaverse | W
Corporate finance
Take-Two Interactive to Buy FarmVille Maker Zynga in $11 Billion Deal | W
SEC Pushes for More Transparency From Private Companies | W
Virus I
U.S. Covid-19 Cases Set to Triple Pre-Omicron Record | W
U.S. breaks COVID-19 hospitalization record at over 132,000 as Omicron surges | R
As less-lethal Omicron surges, Europeans ease restrictions | R
Hospitals Cut Beds as Nurses Call In Sick With Covid-19 | W
Virus II
Pfizer CEO says two Covid vaccine doses aren't 'enough for omicron' | C
Pfizer Begins Making Shot That Targets Omicron, Original Virus | B
Merck expects COVID-19 pill molnupiravir to be effective against Omicron | R
The Supreme Court appears more afraid of Joe Biden than it is of Covid-19 | Vox
Researchers develop an RNA-based breath test to detect COVID-19
Facebook (Meta) delays office return to March, Covid boosters required | C
Technology
Chatbots: Still Dumb After All These Years
China's $1 trillion 'artificial sun' fusion reactor just got five times hotter than the sun
Climate
The EU Finally Admits Natural Gas And Nuclear Are Key To Decarbonization
Beyond markets
Yale, Georgetown, Other Top Schools Illegally Collude to Limit Student Financial Aid, Lawsuit Alleges | W
U.S. man recovering after 'breakthrough' pig-heart transplant | R
The First NFT Billionaires: OpenSea Founders Each Worth Billions After New Fundraising | FO
January 10 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 3.
Markets
Stock Funds Rose 22.5% in 2021 | W
Inflation, rising rates and the Federal Reserve could whip stocks | C
Bond Selloff Rattles Markets | W
Why It’s Time to Invest in Commodities, and How to Do It | BR
Central banks
Forget Fed Rate Hikes. How It Handles Its $9 Trillion in Assets Is What Really Matters. | BR
Global
Inflation Has Always Been Hard to Control. This Time Is No Different. | BR
US
Americans’ Finances Got Stronger in the Pandemic—Confounding Early Fears | W
Confused about America's job market? Economists are, too | NN
Supply-Chain Issues Leave New Homes Without Garage Doors and Gutters | W
States Could Drive Rising Prices Even Higher. Here’s How. | BR
Covid-19 School Closures Reignite Political Jockeying Ahead of Midterms | W
Europe
Will Mario Draghi move to Italy’s largely ceremonial presidency? | E
Geopolitics & trade
How to talk to Mr Putin | E
Industries & companies
Energy: Royal Dutch Shell Stock Is One of Barron's Top Picks for 2022 | BR
Financials: Banks Are Making It Easier to Get Credit Cards | W
Health Care: How health care is turning into a consumer product | E
Retail: Stock Pick: Nordstrom Looks Like a Cheap Play on High-End Retailing | BR
Tech: IBM Could Be One of the Big Turnaround Stories of 2022 | BR
Tech: The Metaverse’s Effects on Mental Health: Trivial or Troubling? | W
Corporate finance
Spinoffs Fared Poorly in 2021 as Victoria's Secret, Vimeo, and Organon Slumped | BR
Virus
U.S. Covid-19 Seven-Day Case Average Tops 700,000 | W
Latest Covid Wave Likely Peaking on East Coast, Gottlieb Says | BR
Labs Limit Covid-19 Test Access as Demand Soars | W
Omicron Comes to China, Prompting Mass Testing and Quarantines | W
Europe’s Omicron Battle Plan: Hassle the Unvaccinated | W
Cyprus reportedly discovers a Covid variant that combines omicron and delta | C
Climate
Study Forecasts Greater Hurricane Risk in Northeastern U.S. | W
Beyond markets
Economists are agreeing with each other more | E
The rise of performative work | E
January 08 (Saturday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 3.
Markets
U.S. Stocks Close Lower After Jobs Report | W
Investors Brace for Slowing Corporate Bond Sales | W
Central banks
Fed on the cusp of 'maximum employment' goal; not everyone has benefited | R
U.S. labor market eyes maximum employment despite underwhelming December payrolls | R
Jobs Report Likely Keeps Fed on Track for Rate Rise in March | W
Larry Summers Says Fed, Markets Too Sanguine on Anti-Inflation Steps | B
ECB's Lane says inflation to fall this year | R
US
December Jobs Report: U.S. Added 199,000 Jobs | N
Hiring Hit Annual Record Despite December Slowdown | W
These Workers Wanted to Quit Their Jobs. They Got Promoted Instead. | W
Omicron variant likely to fuel inflation, as Americans keep shopping, economist says | C
Consumer Borrowing in U.S. Surges by a Record $40 Billion | B
Biden Administration Begins to Redirect Rental Assistance | W
Europe
Eurozone Inflation Hits a Record, Further Pressuring ECB | W
Geopolitics & trade
A Dangerous Moment for Europe | W
Taiwan Stages Military Drills to Deter Chinese Aggression | W
Industries & companies
Autos: Elon Musk says Tesla will raise price of 'FSD' to $12,000 in US | C
Tech: Cloud stocks plunge as investors sour on pandemic's top performers | C
Tech: Republicans wasted no time dragging Big Tech into the culture wars in 2022 | NN
Virus I
Opinion | Here’s When We Expect Omicron to Peak | N
Omicron surge pushes U.S. COVID hospitalizations toward record high | R
Omicron and the Week America Is Calling In Sick | W
Frustrated They Can’t Get Covid-19 Tests, Americans Go About Their Lives | W
Rapid nose swab tests for COVID may not detect Omicron quickly enough -expert says | R
Virus II
FDA shortens Moderna booster waiting period to 5 months for adults | C
Pfizer/BioNTech vaccine protects children against rare COVID-19 complication - CDC | R
Citigroup to Staff: Follow Our Vaccine Mandate Or We Really Will Fire You | W
Climate
Is Nuclear Power Part of the Climate Solution? | W
January 07 (Friday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 3.
Markets
Stocks End Lower After Choppy Session | W
CMBS Deals Are Lining Up for This Quarter | B
Hedge funds are selling tech shares at their fastest pace in a decade as rates spike | C
Central banks
The Fed is scaring markets with the triple threat of policy tightening | C
The Fed is going to tighten, the only question is how fast | R
Fed’s Bullard Eyes Three Rate Rises This Year, Says Fed Must Defend Inflation Credibility | W
Fed's Richard Clarida Sold Then Bought Stock Fund Before 2020 Bank Pledge | B
A Fed Official’s 2020 Trade Drew Outcry. It Went Further Than First Disclosed. | N
Global
Supply Chain Woes Prompt a New Push to Revive U.S. Factories | N
US
Consumer Demand for Goods Drove U.S. Import Surge During Holidays | W
China
Anger at Xi’an Lockdown Spreads in China | W
China’s smallest firms failing at historic pace as 4.37 million close up shop and registrations plummet | SCMP
Geopolitics & trade
Walmart in China’s Spotlight Again as Regulator Cites Infractions | W
Industries & companies
Consumer: Coca-Cola’s Fresca to Join Crowd of Canned Cocktails | W
Financials: Société Générale Bets $5.5 Billion on Car-Leasing Business | W
Retail: Walgreens Posts Higher Sales and Profit From Covid-19 Demand | W
Tech: Morgan Stanley (MS) Suggests Rout in Expensive Tech Is Almost Over | B
Tech: SpaceX: Starlink internet service has more than 145,000 users so far | C
Virus
America calls out sick - CNN
Biden, in Shift, Prepares Americans to See Covid-19 as Part of Life | W
Omicron may be less severe in young and old, but not 'mild' - WHO | R
Japan Criticizes U.S. Response After Omicron Spreads Near American Bases | W
Moderna CEO says fourth Covid shot may be needed, citing efficacy issue | C
Cost of Covid-19 Testing Exceeds $100 for Some Families as Omicron Surges | W
Cryptocurrency
Bitcoin, Ether Prices Fall Along With Tech Stocks | W
GameStop Entering NFT and Cryptocurrency Markets as Part of Turnaround Plan | W
Beyond markets
Larry Fink Wants to Save the World (and Make Money Doing It) | W
January 06 (Thursday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Replay of Dr. Ed's webinar on January 3.
Markets
Dow drops nearly 400 points in first loss of 2022, as traders brace for a more aggressive Fed | C
Interest-Rate Worries Batter Stock Market | W
Asian shares skid as rising U.S. yields hit tech stocks | R
Treasury Selloff Deepens as Fed Opens Door to Faster Rate Hikes | B
China’s Covid-19 Lockdowns Cast a Pall Over Oil Demand Growth | B
Global
A New Barometer of Global Supply Chain Pressures | FRB-NY
Central banks
Fed Minutes Point to Possible Rate Increase in March | W
Fed minutes December 2021: Federal Reserve puts wheels in motion for balance sheet reduction | C
Hawkish Fed signals it may have to raise rates sooner to fight inflation | R
US
Underused Office Buildings Get New Life as Deluxe Apartments | W
U.S. Hospital Staff Shortages Hit Most in a Year on Covid Surge | B
Microbusinesses flourished during the pandemic. Now we must tap into their full potential. | Brookings
China
China’s Unpredictable, Heavy-Handed Governance Threatens Growth | W
As pressure mounts, China Evergrande seeks delaying onshore bond payment | R
Industries & companies
Airlines: Airlines Cancel More Than 1,000 Flights for 11th Straight Day | W
Airlines: 5G Truce Expected to Avert Many—but Not All—Flight Disruptions | W
Autos: Can Tesla (TSLA) Be Stopped? Toyota, VW Pour Billions Into Electric Cars 2022 | B
Autos: GM Reveals Electric Chevy Silverado to Counter Ford’s F-150 Lightning | W
Fitness: Nike sues Lululemon for patent infringement over at-home Mirror gym and fitness apps | C
Virus I
The CDC's new isolation guidelines are a communications disaster | msnbc.com
COVID testing policy put under the microscope as Omicron sweeps world | R
‘Flurona’ Is Coronavirus Plus Flu. How Bad Is That?: QuickTake | B
Biden Steps Up Vaccine Push as U.S. Cases Surpass Records | W
CDC Advisers Endorse First Covid-19 Boosters for 12- to 15-Year-Olds | W
Fourth Covid jab: We can’t vaccinate the planet every six months, says JCVI chief | telegraph.co.uk
Virus II
As the Supreme Court Prepares To Weigh Covid Rules, the Logic of Federal Mandates Starts to Fade | nysun.com
Omicron School Disruptions Stress Already-Frayed Parents—Again | W
Chicago Public Schools Cancel Classes After Teachers Vote Against In-Person Instruction | W
Michael Bloomberg: Children Can't Afford Teacher Walkouts | B
Inside a Covid-19 School Closing: A Pennsylvania Superintendent Agonizes Over Going Remote | W
Virus III
Omicron Pushes Wall Street Toward Work-From-Home Future | W
Walmart cuts paid Covid leave in half, as CDC isolation guidance changes | C
Grammy Awards postponed indefinitely amid omicron-fueled Covid surge | C
Technology
Deere Rolls Out Fully Autonomous Tractor at CES | W
Beyond markets
The NFT craze has stopped being funny | The Week
January 05 (Wednesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
Dow posts closing record high for 2nd day, boosted by banks | R
Central banks
Fed's Powell, Brainard to get Senate hearings next week; Biden promises diversity | R
Fed’s Neel Kashkari Now Sees Two 2022 Rate Rises Amid Inflation Surge | W
US
Record U.S. quits, hiring slowdown may show Omicron's impact on labor supply | R
JOLTS November 2021: Record 4.5 million workers quit their jobs | C
U.S. manufacturing cools but globally factories take Omicron risks in their stride for now | R
Joe Manchin says he's had no talks about Biden's Build Back Better bill | C
China
Commentary: China's economy is faltering. The world just doesn't know it yet | CNA
The Made in China Plan Is Back, With a Focus on Industrial Robots and Automation | B
Lockdown of Chinese City Leaves 13 Million Stranded | W
Evergrande Is Told to Tear Down 39 Buildings on Man-Made Island | W
Olympic Committee Becomes Latest Target of Critics of Treatment of Uyghurs | W
Geopolitics & trade
North Korea Fires Missile Off Its East Coast | W
Russia’s Military Buildup Near Ukraine Is an Open Secret | W
Cyber attack prompts Italy to rethink use of Chinese surveillance cameras | theallineed.com
Industries & companies
Airlines: Airlines cancel another 1,400 flights as omicron, severe weather continue to snarl travel | C
Autos: Toyota Overtakes GM as Bestselling Auto Maker in U.S. | W
Autos: EVs Could Revive Detroit’s Supply-Chain Woes | W
Pharma: Why Biogen's Alzheimer's drug Aduhelm is so controversial | C
Retail: Macy's cuts store hours at all of its stores as Covid cases spike | C
Virus
U.S. Covid-19 Infections Top One Million After Holiday Backlog | W
Omicron makes up 95% of sequenced U.S. Covid cases as infections hit record | C
Universities' Covid Policies Defy Science and Reason | substack.com
CDC declines to add Covid testing recommendation to updated isolation guidance despite criticism | C
CDC Backs Pfizer-BioNTech Booster for Immunocompromised Children | W
Walmart, Kroger Raise Prices of Covid-19 Test Kits | W
Beyond markets
WeWork Co-Founder Adam Neumann Is Becoming an Apartment Mogul | W
January 04 (Tuesday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets I
U.S. Stocks Close Higher to Start 2022 | W
Stock Market Slows. Surging Inflation. Dismal Bonds: What Wall Street Expects in 2022 | B
Markets II
New Year Sends Treasury Yields Higher | W
OPEC+ report sees short-lived, mild impact from Omicron variant | R
Don't reinstate the ban on US crude oil exports | Washington Examiner
Chinese Companies Listed at Home Surge While Crackdowns Clobber Those Abroad | W
Central banks
Fed’s Moves in 2022 Could End the Stock Market’s Pandemic Run | N
Markets and the economy brace as the Fed's first hike could come in two months | C
Global
U.S., European Factories See Easing Supply Strains, but Omicron Threatens Setbacks | W
US
Democrats Blast Corporate Profits as Inflation Surges | N
Monthly Child-Tax-Credit Payments Cease, Ending Cushion for Family Budgets | W
Families who got the child tax credit need to look out for this letter | C
Biden Launches Plan to Fight Meatpacker Giants on Inflation | B
A Nation on Hold Wants to Speak With a Manager | N
China
China Is Haunted by Its One-Child Policy as It Tries to Encourage Couples to Conceive | W
China Evergrande gets building demolition order; share trading halted | R
Industries & companies
Airlines: Airline stocks surge as investors shrug off thousands more flight cancellations | C
Autos: GM, Volkswagen Build Up Their Battery Supply Chains Amid Electric-Vehicle Push | W
Restaurants: Opinion | How Much More Can the Restaurant Industry Take? | N
Tech: Tesla stock closes up 13% after reporting record vehicle deliveries for 2021 | C
Tech: GAF Energy taking on Tesla, to make solar shingles cheaper | C
Tech: Apple AirPods business grew like gangbusters over the holidays | C
Geopolitics & trade
Russia, China, Britain, U.S. and France say no one can win nuclear war | R
Virus I
Covid-19 Cases Soar to New Records in U.S. | W
Covid Cases Are at Record Highs, But U.S. May Still Be Undercounting | B
Omicron Cases Are Hitting Highs, But New Data Puts End in Sight | B
FDA expands Pfizer booster eligibility to kids ages 12 to 15, authorizes third shots at 5 months | C
Coronavirus Tracker | W
Virus II
Happy New Year: Chaos, Omicron Kill Hopes of Return to Normal in 2022 | B
U.S. schools delay openings as Omicron rages; New York City hits 33% positivity rate | R
New York City Covid Infections May Be at Peak, Nate Silver Says | B
Starbucks readies its workforce for Biden's vaccine-or-test mandate | C
Corporate finance
Apple's $3 trillion market cap shows value of share buybacks, dividend | C
January 03 (Monday)
YRI
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.
Markets
S&P 500 ends 2021 with a nearly 27% gain, but dips in final trading day | C
Stocks Face Rockier Path in 2022 as Fed Rate Increases Loom | W
Stocks could ride the 2021 tailwind into the new year, but the jobs report and Fed will be in focus | C
A Top Emerging Markets Fund Puts the Spotlight on Indian Stocks | BR
OPEC+ report sees short-lived, mild impact from Omicron variant | R
Central banks
Fed Rate-Setting Panel Gets New Members in 2022 Amid Rate-Rise Expectations | W
US I
Omicron Takes a Toll on Businesses, From Airports to Bars and Supermarkets | W
Amid another Covid surge, schools and businesses find plans disrupted | C
Democrats Seek Filibuster Changes to Pass Elections Bills | W
The Republicans are still Donald Trump’s party, and they can still win | E
Retired generals warn U.S. military deeply divided and future coup attempt possible | The Globe and Mail
Infrastructure Investments Need to Focus on Resilience to Generate Maximum Impact | BR
US II
Headaches and Backlogs Loom as Tax Filing Season Nears Again | W
The Great Resignation Was Inevitable, Says the Texas A&M Professor Who Coined the Term. Here’s What Comes Next. | BR
Financial Advisors Are Moving to Florida In Droves. Why, and What That Means for You. | BR
China
China Evergrande Revises Payment Plan for Wealth-Management Products | W
Geopolitics & trade
China and Russia Military Cooperation Raises Prospect of New Challenge to American Power | W
China harvests masses of data on Western targets, documents show | WP
Industries & companies
Airlines: Rocky start to 2022 air travel as bad weather, omicron drive thousands of cancellations | C
Airlines: Omicron-related disruptions cause over 4,000 flight cancellations to kick off 2022 | R
Autos: The 18 Best EVs Coming in 2022 | WIRED
Autos: Tesla TSLA Q4 2021 vehicle delivery and production numbers | C
Manufacturing: Can Paper Replace Plastic? A Packaging Giant Is Betting It Can | W
Media: AT&T, Verizon Refuse FAA Request to Delay 5G Launch | W
Tech: Chip Stocks Are Booming. Where to Find Bargains Now. | BR
Virus I
U.S., Europe Weigh Isolation Requirements as Omicron Disrupts Daily Life | W
U.S. is considering recommending that individuals exposed to Covid end isolation if they've tested negative for the virus after five days, Dr. Fauci says | C
Omicron causes a less severe illness than earlier variants | E
Kulldorff & Bhattacharya Respond: The Collins and Fauci Attack on Traditional Public Health | theepochtimes.com
Virus II
A cluster of covid-19 cases in China prompts a citywide lockdown | E
Israel to offer fourth COVID vaccine shot to over 60s, medical staff | R
Why travel bans are usually the wrong way to curb Omicron | E
Why Cloth Masks Might Not Be Enough as Omicron Spreads | W
COVID outbreak ends cruise for thousands on German ship in Lisbon | R
Corporate finance
Global M&A volumes hit record high in 2021, breach $5 trillion for first time | R
A Booming Startup Market Prompts an Investment Rush for Ever-Younger Companies | W
Cryptocurrency
Is a greener, faster and more decentralised alternative to Bitcoin possible? | E
The $2 Trillion Cryptocurrency Market Is Drawing Interest From Investors, Scrutiny From U.S. Regulators | W
Beyond markets
Jeffrey Sachs Took Millions From UAE to Research “Well-Being” | theintercept.com
Betty White: 'You don't give up' and 4 other pieces of sage advice | C
