What I Am Reading
Saturday, January 4, 2025
Markets
- No Santa Claus Rally, No Problem for the Stock MarketBarron's
- Does the ‘January Effect’ Bode Well for Stocks? It’s Complicated.Reuters
- The AI Wave Is More Than Nvidia. Cisco, Broadcom, and More Stocks Will Benefit.Barron's
- European Stocks Can’t Stay This Cheap Forever. 10 to Consider Buying Now.Barron's
Oil & gas
2025
Central banks
US I
US II
Biden
China
- China will sharply increase funding from treasury bonds to spur growth in 2025Reuters
- China Expands Consumer Subsidies to Electronics to Spur SpendingWall Street Journal
- China approves the world’s most expensive infrastructure projectEconomist
- China Must Heed Lessons of Japan’s Lost DecadesWall Street Journal
Japan
Germany
South Korea
Geopolitics & trade
- Why Canada should join the EUEconomist
- China Adds to Sanctions of U.S. Defense Contractors Over Taiwan Arms SalesWall Street Journal
- Biden Blocks Sale of U.S. Steel to Japan's Nippon SteelWall Street Journal
- Biden’s National-Security Aides Wanted to Keep Steel Deal AliveWall Street Journal
Industries & companies
- Autos:What Car Sales Can Tell Us About the U.S. Auto Market Right NowWall Street Journal
- Autos:GM, Ford 2024 U.S. sales are best since 2019CNBC
- Finance:Fannie Mae, Freddie Mac shares surge after federal agencies reveal privatization pathReuters
- Media:Netflix has big ambitions for live sportEconomist