What I Am Reading
Saturday, January 18, 2025
Markets
- Dow surges more than 300 points, S&P 500 posts best week since period following Trump’s electionCNBC
- That big one-day stock-market surge we just had? Don’t make too much of it.MarketWatch
- The Stock Market Is Getting Ahead of Itself on InflationBarron's
- Why global bond markets are convulsingEconomist
- Rising bond yields should spur governments to go for growthEconomist
US I
- Trump Set to Start Slashing Regulations Across Government in Bonfire of Red TapeWall Street Journal
- Donald Trump will upend 80 years of American foreign policyEconomist
- The right in Congress and the courts will reshape Donald Trump’s agendaEconomist
- Trump May Privatize Fannie Mae and Freddie Mac. What It Means for Shareholders and Homeowners.Barron's
- Trump’s Team Is Stocked With Billionaires. Why the Super Rich Are Taking Over Washington.Barron's
US II
China
Europe
Geopolitics & trade
Industries & companies
- Healthcare:GLP-1s, Brian Thomson killing loom large at JPM HealthCNBC
- Media:A TikTok Ban Is Imminent: What Are the Financial Stakes?Wall Street Journal
- Media:TikTok says it will go dark on Sunday unless Biden intervenesCNBC
- Media:Meta, Google stand to win ad share from TikTok banAXIOS
- Tech:Big Tech’s New Frenemy Era Is HereWall Street Journal