What I Am Reading
Tuesday, January 21, 2025
Markets
- The Stock Rally Is Back on Track. Memories of 2022 Linger.Wall Street Journal
- Trump’s tariff plans could be harming his ‘animal spirit’ investorsThe Hill
- Stanley Druckenmiller says 'animal spirits' are back in markets because of Trump with CEOs 'giddy'CNBC
- European shares steady as Trump inauguration centre stageReuters
- A weakening yuan tests Beijing's resolve as Trump tariff threats loomCNBC
- Global aluminium market faces a year of trade turbulenceReuters
Global
Central banks
- Trump’s Return Nudges Economists’ Inflation Outlook HigherWall Street Journal
- What the Latest Inflation Reports Mean for Future Rate CutsInvestorPlace
- Japan Central Bank Rate Hike Odds Could Turn on Trump AddressWall Street Journal
US I
US II
- Trump Inauguration: Musk, Bezos, Zuckerberg Join World's Richest AttendingBloomberg
- Opinion | How Long Can the Alliance Between Tech Titans and the MAGA Faithful Last?New York Times
- Biden issues preemptive pardons for family and Trump targets Cheney, Milley, FauciReuters
- TSMC confident in continued CHIPS Act funding under Trump, says CFO
Geopolitics & trade I
Geopolitics & trade II
- Why Trump Sees a Chinese Threat at the Panama Canal, and Locals Don’tWall Street Journal
- Chinese investment in the U.S. isn't likely to pick up under TrumpCNBC
- Drone Makers Looking to Steer Clear of China Fear Beijing’s WrathWall Street Journal
- American TikTokers Get a Taste of Chinese Censorship as They Rush to RedNoteWall Street Journal
Industries & companies
- Pharma:Beaten Down Under Biden, Big Pharma Hopes for New Chapter Under TrumpWall Street Journal
- Retail:Costco union representing 18,000 workers authorize nationwide strikeCNBC