19th July 2021

  • Fed Has a Sunny View of Inflation While Companies See the Clouds

Conagra and PepsiCo believe that higher costs will be lasting

Inflation has become a central theme this earnings season

https://blinks.bloomberg.com/news/stories/QW76RNT1UM0X

  • Yellen Expresses Doubts on Results of Trump’s China Trade Deal

Some U.S. tariffs hurt consumers, Yellen tells New York Times

Deal is one area of stability amid increasingly fractured ties

https://blinks.bloomberg.com/news/stories/QWG57ST0AFB6

  • Global Growth Boom May Disappoint, Morgan Stanley’s Sharma Warns

Fault lines include U.S. consumers, China’s tech crackdown

Zombie companies will inevitably drag on creative destruction

https://blinks.bloomberg.com/news/stories/QWBEFCT0AFBA

  • Oil Retreats on OPEC+ Deal to Ramp Up Output, Threat From Delta

Group set to add 400,000 barrels a day each month from August

UAE and others get higher production quotas from May next year

https://blinks.bloomberg.com/news/stories/QWH6OZDWX2PX

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