Thursday, July 1, 2021

Thursday, July 1, 2021
Doug Noland Posted on June 30, 2021

[Yahoo/Bloomberg] U.S. Stocks Rise on Cyclicals Strength; Oil Jumps: Markets Wrap

[CNBC] U.S. crude oil prices top $75 a barrel, the highest since 2018

[Reuters] Dollar hits 3-month high, eyes on payrolls

[CNBC] Weekly jobless claims total hits new pandemic-era low of 364,000

[Reuters] Analysis: Ghosts of crises past haunt policymakers and markets

[Yahoo/Bloomberg] Volatility Set for Revival as Stimulus Peaks, Virus Flares

[Yahoo/Bloomberg] Averting Inflation Crisis Turns on Something Fed Doesn’t Control

[Reuters] China June factory growth slows on COVID-19, supply chain snags – Caixin PMI

[Reuters] Asia factories see momentum weaken on rising costs, new COVID curbs

[Reuters] Euro zone factory growth, input costs rose at record pace in June -PMI

[Yahoo/Bloomberg] ECB to Hold Special Strategy Meeting Next Week, Omfif Says

[Reuters] Xi hails ‘new world’ as China marks Communist Party centenary

[Reuters] China’s Xi pledges ‘reunification’ with Taiwan, gets stern rebuke

[CNBC] Xi at Communist Party anniversary: China won’t accept ‘sanctimonious preaching’ from others

[Bayside] US, Japan hold war games amid escalating tensions between China and Taiwan

[Bloomberg] A Housing Frenzy Is Sparking Bidding Wars From New York to Shenzhen

[Bloomberg] Road Trippers Face Occasional Empty Pump And Pricey Gasoline

[Bloomberg] Australia’s Red Hot Housing Market Is Showing Signs of Cooling

[Bloomberg] Xi Warns China’s Foes Will Break Heads on ‘Steel Great Wall’

[WSJ] Drought’s Toll on U.S. Agriculture Points to Even-Higher Food Prices

[WSJ] Propane Prices Are Cooking, Signaling Higher Winter Heating Bills for Many

[WSJ] Car Market Is Expected to Cool Amid Dearth of Vehicles on Lots

[WSJ] Russia’s Putin Challenges U.S. Leadership, Asserts Military Might

[FT] Record Skew Index shows nagging investor nerves on US stocks rally

[FT] China advances in challenge to dollar hegemony

[FT] Xi Jinping marks Chinese Communist party’s centenary with warning to rivals

[FT] Private equity breaks 40-year record with $500bn deals

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