What I Am Reading
Tuesday, November 26, 2024
Markets
- Markets cheer Bessent's credentials to lead Trump's Treasury departmentCNBC
- ‘Déjà Vu’ Jolts Traders Across Markets on Trump Tariff ReduxBloomberg
- Investors say they know how to trade Trump 2.0Reuters
- The Magnificent 7 Don't Have Magnificent Growth ProspectsBloomberg
- Oil picks up after selloff on possible Middle East ceasefireReuters
Central banks
US
- Elon Musk is Donald Trump’s disrupter-in-chiefEconomist
- Elon Musk Says DOGE Will Cut $2 Trillion from the Federal Budget.Wall Street Journal
- Scott Bessent Sees a Coming ‘Global Economic Reordering.’Wall Street Journal
- Frozen Home-Improvement Spending Could Take Time to ThawWall Street Journal
- Christopher Rufo Has Trump’s Ear and Wants to End DEI for GoodWall Street Journal
Europe
India
Industries & companies
- Autos:Newsom Plans to Offer EV Rebates if Trump Eliminates $7,500 CreditWall Street Journal
- Finance:How Morgan Stanley Courted Dodgy Customers to Build a Wealth-Management EmpireWall Street Journal
- Media:How Bluesky rose out of Twitter's ashes to challenge X and ThreadsCNBC
- Pharma:Amgen says obesity drug MariTide caused up to 20% weight lossCNBC
- Pharma:Biden Proposes Coverage of Obesity DrugsBloomberg
- Retail:Target’s Slide From Cheap Chic to Dull ChoreWall Street Journal
Geopolitics & trade I
- Trump vows an additional 10% tariff on China, 25% tariffs on Canada and MexicoCNBC
- Trump Fires Salvo on North American Trade PactWall Street Journal
- How Trump’s Tariffs on China Changed U.S. Trade, in ChartsWall Street Journal
- Mexico Gets Cold Feet Over New Chinese EV Plant After Trump WinWall Street Journal
Geopolitics & trade II
- The U.S. and Europe May Be Headed for a DivorceWall Street Journal
- Europe Can’t Make Ukraine Enough Weapons. It’s Paying Kyiv to Do It.Wall Street Journal
- Get ready for “Maximum Pressure 2.0” on IranEconomist