What I Am Reading
Saturday, January 25, 2025
Markets
- Stock Investors Like Trump 2.0Wall Street Journal
- Trump's First Week Saw US Stocks Rise, Dollar Tumble on Tariff Threat RespiteBloomberg
- Vanguard’s VOO Set to Be World’s Biggest ETF, Overtaking State Street’s SPYBloomberg
- Wall Street banks prepare to sell up to $3 billion in X loans next week, sources sayReuters
- India’s Stock Market Will Rebound. 2 Plays That Offer Value Now.Barron's
- This Hong Kong Newspaper Seller Is Preparing for a Yuan CrashBloomberg
Central banks
US I
- America really could enter a golden ageEconomist
- Why Donald Trump Is Racing So Fast to Remake AmericaWall Street Journal
- Hegseth confirmed as Trump’s defense secretary in tie-breaking vote despite turmoil over his conductCNBC
- Senate heads toward confirming Kristi Noem as Trump's homeland security secretaryCNBC
US II
Europe
Emerging
- China Misses Fiscal Spending Target on Effects of Housing SlumpBloomberg
- Can Brazil’s left survive without Luiz Inácio Lula da Silva?Economist
- Indian politicians are becoming obsessed with doling out cashEconomist
- Indonesia, India Vow to Deepen Trade, Defense TiesBloomberg
- Taiwan’s political drama is paralysing its government
Geopolitics & trade
Industries & companies
- Airlines:Americans Are Still Spending, and Rising Airfares Aren’t Scaring Them OffWall Street Journal
- Airlines:JetBlue offers some pilots early retirement packages, union saysCNBC