Friday 20 August 2021
CBS EYE ON THE WORLD WITH JOHN BATCHELOR
FIRST HOUR
9-930 Bob Zimmerman, BehindtheBlack.com
SpaceX vs the FAA. Bob Zimmerman, BehindtheBlack.com
Glaciers on Mars. Bob Zimmerman, BehindtheBlack.com
930-945 Scott Mayman @CBSNews Brisbane
New Zealand lockdown. Scott Mayman @CBS News Brisbane
945-1000 Denny Chered
The pandemic alert for the Family Office. Denny Chered
SECOND HOUR
10-1015 @DanHenninger
Evacuation crisis & What is to be done?
Dan Henninger, WSJ editorial board and Wonder Land columnist. @DanHenninger, @WSJOpinion
1015-1030 Lorenzo Fiori
Mario Draghi and the coming refugee crisis
Lorenzo Fiori, Ansaldo Foundation director and head of Fondazione Leonardo Civiltà delle Macchine
1030-1100 @RichGoldberg and Behnan ben Taleblu @F D D
Teheran and the Taliban
Why Rob Malley doubts a new Iran deal
THIRD HOUR
1100-1115 Weifeng Zhong @Mercatus
China reverses agitprop on the Taliban. Weifeng Zhong @Mercatus
1115-1130 @JCBliss
The Dixie Fire consumes PG&E. @JCBliss
Jeff Bliss, Pacific Watch; formerly associate director for communications at the Hoover Institution; also, director of public affairs at California State University, San Luis Obispo. @JCBliss @Real_Jeff_Bliss
1130-1145 1/2 Small Business Report, with Gene Marks, Washington Post Small Business columnist. @genemarks
MACRO
Demand for design activity continues to expand
https://www.aia.org/press-releases/6425625-demand-for-design-activity-continues-to-ex
New Residential Building Permits: Up 2.6% in July
https://www.census.gov/construction/nrc/pdf/newresconst.pdf
Builder Confidence at 13-Month Low on Higher Material Costs, Home Prices
https://eyeonhousing.org/2021/08/builder-confidence-at-13-month-low-on-higher-material-costs-home-prices/
New Residential Housing Starts Down 7% in July
http://www.census.gov/construction/nrc/pdf/newresconst.pdf
Retail Sales Down 1.1% in July
https://www.census.gov/retail/marts/www/marts_current.pdf
LA Area Port Traffic: Solid Imports, Weak Exports in July
https://www.calculatedriskblog.com/2021/08/la-area-port-traffic-solid-imports-weak.html
Michigan Consumer Sentiment: August Prelim Drops 13%
https://www.advisorperspectives.com/dshort/updates/2021/08/13/michigan-consumer-sentiment-august-prelim-drops-13
Industrial production increased 0.9 percent in July after moving up 0.2 percent in June. In July, manufacturing output rose 1.4 percent. About half of the gain in factory output is attributable to a jump of 11.2 percent for motor vehicles and parts, as a number of vehicle manufacturers trimmed or canceled their typical July shutdowns. Despite the large increase last month, vehicle assemblies continued to be constrained by a persistent shortage of semiconductors; the production of motor vehicles and parts in July was about 3-1/2 percent below its recent peak in January 2021. The output of utilities decreased 2.1 percent in July, while the index for mining rose 1.2 percent.
https://www.federalreserve.gov/releases/g17/Current/default.htm
Manufacturing activity in the Philly region continued to grow, according to the firms responding to the August Manufacturing Business Outlook Survey.
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/mbos-2021-08
Empire State Mfg Survey: Slower Growth in August
https://www.advisorperspectives.com/dshort/commentaries/2021/08/16/empire-state-mfg-survey-slower-growth-in-august
1145 -12 2/2 Small Business Report, with Gene Marks, Washington Post Small Business columnist. @genemarks
MICRO
August 19th COVID-19: Over 1,000 Deaths, Over 75,000 Hospitalized, Almost 160,000 Cases Reported Today
https://www.calculatedriskblog.com/2021/08/august-19th-covid-19-over-1000-deaths.html
Job posts requiring COVID-19 vaccines soar: report
https://www.foxbusiness.com/economy/jobs-covid-19-vaccines-soar
Seasonal Demand Trends Weigh Down Weekly US Hotel Occupancy
Leisure Demand Wanes As More Students Return to School
https://www.costar.com/article/458403768/str-seasonal-demand-trends-weigh-down-weekly-us-hotel-occupancy
OSHA Urges Employers to Require Vaccinated Workers to Wear Masks
https://www.insurancejournal.com/news/national/2021/08/16/627316.htm
Small businesses sue NYC to stop vaccine mandate’s ‘extortion tactics’
https://www.nydailynews.com/news/politics/new-york-elections-government/ny-vaccine-mandate-lawsuit-bill-de-blasio-20210818-rg4rmmjjhfasrowl72uw2bg5km-story.html
FOURTH HOUR
12-1230 Mark Montgomery, @MarkCMontgomery, @FDD; Center on Cyber and Technology Innovation
Cybersecurity does not exist.
1230-100 AM @RichardAEpstein
Garland vs Abbott at the Texas border
Richard A Epstein, Tisch Professor of Law NYU Bedford Senior Fellow; Hoover Institution; senior lecturer, University of Chicago Law School. @RichardAEpstein
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