What I Am Reading
Monday, January 13, 2025
Markets I
Markets II
- 10-year Treasury yield touches 14-month high ahead of key inflation reportsCNBC
- Here’s What’s Driving the Global Bond Rout: In ChartsWall Street Journal
- Treasury, Gilt Bond Tantrum Is Wrenching and Worrisome Start to YearBloomberg
- Rising dollar pressures peers as further Fed rate cuts questionedReuters
- Sterling's fall a problem and solution in UK gilt joltReuters
Central banks
US economy
US politics
- Trump’s New Economist Makes the Case for 20% TariffsWall Street Journal
- The Inauguration of Trump’s OligarchyThe New Yorker
- Trump Speaks Truth to Wind PowerWall Street Journal
China
Europe
Mexico
Geopolitics & trade
- 10 EU Nations Say It’s Time to Sanction Russian Natural Gas, LNGBloomberg
- Hamas Has Another Sinwar. And He’s Rebuilding.Wall Street Journal
- The Nuclear Bomb Is Back: The Risk of War Enters a New AgeWall Street Journal
Industries & companies
- Financials:Exclusive | Goldman Sees Financing as the Future. It Is Rearranging Itself to Reflect That.Wall Street Journal
- Media:U.S. Supreme Court rebuffs Meta bid to avoid advertisers' lawsuitCNBC
- Retail:Luxury Sector Is Coming Off a Period of Strong GrowthWall Street Journal
- Retail:Lululemon, Abercrombie, American Eagle release early 2024 holiday sales. Wall Street isn’t impressed.CNBC
- Tech:There's a popular tech stock washout Monday as Palantir, Nvidia, Rigetti Computing dropCNBC
Corporate finance
- LNG exporter Venture Global seeks up to $110 billion valuation in U.S. IPOCNBC
- Johnson & Johnson to Acquire Intra-Cellular in $15 Billion DealWall Street Journal
- J&J (JNJ) to buy Intra-Cellular TherapiesCNBC
- Eli Lilly to buy Scorpion Therapeutics' cancer therapy for up to $2.5 billionCNBC
- Honda-Nissan Merger: Japan Fires Starting Gun on Global Wave of Auto MergersWall Street Journal
- Cleveland-Cliffs partnering with Nucor on potential bid for U.S. Steel, sources sayCNBC
AI
- Health AI: New tool will help fight health insurance denialsCNBC
- Why ‘Cost Avoidance’ Became an AI Buzzword for Holding Down HeadcountWall Street Journal
- U.S. Targets China With New AI Curbs, Overriding Nvidia’s ObjectionsWall Street Journal
- OpenAI urges the U.S. to prioritize AI funding and regulation to stay ahead of ChinaCNBC
Beyond markets
- Their Wealth Is in Their Homes. Their Homes Are Now Ash.Wall Street Journal
- How the Left Turned California Into a Paradise LostWall Street Journal