What I Am Reading
Friday, January 3, 2025
Markets
- Dow reverses course and drops 300 points in volatile start to 2025CNBC
- Stocks Cap Best Two Years in a Quarter-CenturyWall Street Journal
- Chinese Stocks Tumble in Worst Start to a Year Since 2016Bloomberg
- US Treasuries Rally to Start 2025 on Economic Data, Rising Oil PricesBloomberg
- Treasuries Post Annual Gain as Fed Starts Interest-Rate CutsBloomberg
Currencies & commodities
Outlooks for 2025
Central banks
US
Europe
Asia
- Asia’s Manufacturing Expands Despite Export Woes, Waning ConfidenceWall Street Journal
- China’s Economy Is Burdened by Years of Excess.Wall Street Journal
- China Growth Defied by Trump, ConsumersBloomberg
Geopolitics & trade
- Businesses Preparing for Another Year of Geopolitical TumultWall Street Journal
- U.S. Companies Vouched for China During Trump’s First Term. No More.Wall Street Journal
- ISIS Is Reemerging in Syria’s Vacuum After Being Beaten Years AgoWall Street Journal
Industries & companies
- Autos:BYD, Chinese EV Peers Post Record Sales for DecemberWall Street Journal
- Media:TikTok Ban Looms. They’ll Believe It When They See It.Wall Street Journal
- Retail:Big Retail Gets Bigger as Smaller Players StruggleWall Street Journal
- Tech:The Visas Dividing MAGA World Help Power the U.S. Tech IndustryWall Street Journal
AI
Crypto
- Crypto Has an Ally in the White House. Digital Currencies in 2025.Wall Street Journal