What I Am Reading
Friday, January 24, 2025
Markets
- US investment bias might ebb if European gloom liftsReuters
- Investors Bet Trump Will Make Europe Investable AgainWall Street Journal
- Wall Street Enters Darker Age With Most Stock Trading Now HiddenBloomberg
- How Far Out-of-Whack Are Fund Investors’ Asset Allocations? $800 Billion, Give or TakeMorningstar
- Fidelity Analyst and Stock Picker Wins Again Beating Passive FundsBloomberg
- Only Indonesia can help nickel recover from price bustReuters
Central banks
US I
- US Consumer Sentiment Declines for First Time in Six MonthsBloomberg
- U.S. Homes Sales in 2024 Fell to Lowest Level in Nearly 30 YearsWall Street Journal
- U.S. Activity Loses Pace at Start of YearWall Street Journal
US II
- Trump’s Early Actions Mirror Project 2025 Plan He Once DismissedBloomberg
- Trump and his team ready to supercharge America's economy and energy sectorFox News
- Trump leads US to energy abundance with executive ordersNew York Post
- Swaths of U.S. Government Grind to a Halt After Trump Shock TherapyWall Street Journal
- Trump Heads to California With Gavin Newsom in Crosshairs on Wildfire AidBloomberg
- Exclusive | DOGE Top Lawyer Bill McGinley to Depart Group and Return to Private SectorWall Street Journal
Europe
- Europe Pushes for Sweeping Regulatory Reform to Compete With U.S., ChinaWall Street Journal
- Europe’s Cautious Rebound Overshadowed by Trump TariffsWall Street Journal
- Exclusive | Inside Elon Musk’s Assault on Germany’s Political EstablishmentWall Street Journal
Geopolitics & trade
- Trump Says He'd ‘Rather Not’ Have to Impose Tariffs on China on Fox NewsBloomberg
- Mexico President Sheinbaum Tells Trump Cartel Terrorism Order Won’t Reduce CrimeBloomberg
- Asia Sees Trump in a Surprising Way—as a Steady Pair of HandsWall Street Journal
- Russia's Putin says he and Trump should meet to talk about Ukraine war, energy pricesCNBC
Industries & companies
- Media:Meta Spending to Soar on AI, Massive Data CenterWall Street Journal
- Retail:Store closures rise, led by Party City, Big Lots, WalgreensCNBC
Corporate finance
- The first major public offering of 2025 is not getting much love. Why there's still hope for IPO marketCNBC
- Venture Global (VG) initial public offering (IPO)CNBC
- EU Conditionally Approves International Paper’s $7.16 Billion DS Smith BuyWall Street Journal
- Zuckerberg sets Meta's AI targets for the year, expects to spend $60 billion on growthCNBC