What I Am Reading
Tuesday, February 4, 2025
Markets
- Are Markets Underestimating the Tariff Problem?Wall Street Journal
- Trump Tariffs Caused a Market Meltdown, but Investors Shook It OffWall Street Journal
- Markets Bet Trump’s Tariffs Are Art of the (Temporary) DealWall Street Journal
- European shares decline as trade war fears loom; UBS slidesReuters
Central banks
US
- Trump Is Testing Our Constitutional System. It’s Working Fine.Bloomberg
- CFPB: Trump names Treasury's Bessent acting head; Chopra confirms exitCNBC
- What Is USAID? What to Know About the Agency Elon Musk and DOGE Want DeadWall Street Journal
- White House says Elon Musk is serving as a 'special government employee'CNBC
- Trump signs order to create sovereign wealth fund he says could buy TikTokCNBC
- Millennials are reimagining retirementCNBC
Europe
India
- India’s Budget Plots Path for Sustainable GrowthWall Street Journal
Geopolitics & trade
- EU wants early US talks to avert Trump tariffsReuters
- A U.S.-EU Trade War Would Threaten World’s Richest Economic RelationshipWall Street Journal
- As Trump Threatens Tariffs, EU Must Accept Transactional Global Relationships, Commission Chief Von Der Leyen SaysWall Street Journal
- China retaliates with additional tariffs of up to 15% on select U.S. imports starting Feb. 10CNBC
- China kills energy trade with the US, but initial impact is limitedReuters
- Trump pauses tariffs on Canada, MexicoCNBC
- Mexico’s Sheinbaum Sets Tone on Trump Tariff NegotationsBloomberg
- How Fentanyl Became Central to Trump’s TariffsWall Street Journal
Industries & companies
- Media:Fox subscription streaming service planned for this yearCNBC
- Media:Super Bowl 59: Fox free streamer Tubi to offer the gameCNBC
- Retail:Trump Tariffs on China: Retail Was Ready. It Can Do More.Bloomberg
- Retail:EU Consumer Group Calls Out Safety of Temu ProductsWall Street Journal