Tactical Short Conference Call "China and Contagion" This Afternoon

Please join Doug Noland and David McAlvany Thursday, October 28th, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q3 recap conference call, “China and Contagion.” Click here to register.

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Rise With Earnings in Focus: Markets Wrap

[Reuters] China's Modern Land misses bond payment; property shares drop

[Reuters] Asia stocks catch Wall St cheer but China caps gains

[CNBC] Home prices in August hinted at possible cooling in the market, S&P Case-Shiller says

[Reuters] U.S. new home sales hit six-month high; median price stays above $400,000

[Dow Jones] U.S. Consumer Confidence Improved in October as Covid-19 Delta Wave Eased

[Reuters] No end in sight for labor shortages as U.S. companies fight high costs

[CNN] Nearly half of American companies say they are short on skilled workers

[AP] Explainer: What’s a ‘wealth tax’ and how would it work?

[Yahoo/Bloomberg] Record Chinese Defaults in Focus as Modern Land Misses Deadline

[Yahoo/Bloomberg] China’s Overnight Repo Rate Slides After PBOC’s Cash Boost

[CNN] Evergrande and these Chinese real estate developers are already in trouble

[Yahoo/Bloomberg] China Plans New Limits on Coal Prices in Fix for Energy Crisis

[Reuters] Brazil consumer prices rise 1.20% in mid-October, highest rate since 1995

[Reuters] UK inflation expectations highest since 2008 before BoE rate decision - Citi/YouGov

[Yahoo/Bloomberg] Energy Squeeze Will Trigger Unrest, Says Blackstone’s Schwarzman

[CNBC] College enrollment notched the largest two-year decline in 50 years, due to Covid

[CNBC] Long Covid ‘is a very debilitating condition with serious cognitive conditions,’ says researcher behind new study

[Yahoo/Bloomberg] NYC Faces Flash Flooding Risk as Torrential Downpours Approach

[Bloomberg] Trump Tax Cuts Set to Win Staying Power as Democrats Drop Plans

[Bloomberg] Developer’s Payment Miss Signals More Stress: Evergrande Update

[Bloomberg] China's Mystery 'Authoritative Person' Resurfaces to Explain Crackdowns

[Bloomberg] China Urges Evergrande Founder to Pay Debt With Personal Wealth

[NYT] Rising Prices, Once Seen as Temporary, Threaten Biden’s Agenda

[WSJ] Banks’ Debt Sales Are Driving the Corporate Bond Market

[WSJ] Commercial Real-Estate Sales and Values Surge to Records

[FT] Modern Land becomes latest Chinese developer to miss a bond payment

[FT] New companies raising cash swell US junk bond market to record size

[FT] Lagarde set to push back on market bets of eurozone rate rise

Monday Evening Links

[Yahoo/Bloomberg] Stocks Set to Rise as Earnings, Inflation Weighed: Markets Wrap 

[CNN] Manchin sees deal on Biden agenda this week, resists Medicare expansion

[Reuters] Turkey and West climb down from brink of biggest diplomatic crisis

[Reuters] Greenhouse gas levels hit record; world struggles to curb damage

Monday Afternoon Links

[Reuters] S&P 500, Dow close at new highs as Facebook starts heavy earnings week

[Yahoo/Bloomberg] Natural Gas Surges as U.S. Forecasts Stoke Winter Supply Jitters

[Yahoo/Bloomberg] San Francisco Storm Mayhem Pushing Gasoline Prices to New Record

[Reuters] Treasuries - U.S. yields dip amid rate hike uncertainty; curve steepens

[Reuters] Biden hopeful Democrats can reach spending deal this week

[AP] COVID cases falling, but trouble signs arise as winter looms

[Reuters] Tesla's $1 trillion value a double bonanza for Musk

[Yahoo/Bloomberg] Tesla Is the First Junk-Rated Company to Get a $1 Trillion Valuation

[Yahoo/Bloomberg] Musk’s Fortune Soars $36 Billion in a Day on Hertz Order

[Yahoo/Bloomberg] Greenspan Sees Sustained Inflation Well Above the Fed’s 2% Goal

[Bloomberg] Larry Summers Takes Inflation Debate With Janet Yellen to Twitter

[Bloomberg] Why China’s Developers Have So Much Dollar Debt

[WSJ] Democrats Negotiate Tax, Healthcare Provisions as Biden Seeks Deal This Week

[WSJ] Does Taiwan’s Military Stand a Chance Against China? Few Think So.

[FT] Supply chain warnings intensify