What I Am Reading
Wednesday, February 5, 2025
Markets
- Nasdaq, S&P 500 open lower as Alphabet, AMD forecasts disappointReuters
- European stocks step out from US shadow in 2025, but for how long?Reuters
- Options Traders Bet the Rally in Big Tech Stocks Has More Room to RunWall Street Journal
- More crowded US dollar trade ramps up expectations for euro parityReuters
Central banks
- Excessive ECB Caution Could Push Inflation Below TargetWall Street Journal
US I
US II
- Musk creates new power base in Washington with takeover of US agenciesReuters
- Hurricane Musk and the USAID PanicWall Street Journal
- Democrats Shift Ire From Trump to Musk. ‘He’s a Good Villain.’Wall Street Journal
- How Trump Gutted America’s $40 Billion Aid Agency in Two WeeksWall Street Journal
- Vivek Ramaswamy Wants to Take DOGE to the Ohio Governor’s MansionWall Street Journal
Europe
India
China
- China PMI Gauge Signals Softer Services Sector GrowthWall Street Journal
- China’s Lunar New Year Travel, Spending Boom Offer Positive SignsWall Street Journal
Geopolitics & trade
- Trump’s new expansionist target: GazaReuters
- 'Deranged' and 'problematic': Bipartisan lawmakers bash Trump's Gaza proposalCNBC
- Trudeau announces Canada-U.S. economic summit on FridayReuters
- Trump wants to negotiate nuclear deal with Iran after imposing ‘maximum pressure’CNBC
- The U.S. Has Rights Over the Panama CanalWall Street Journal
- Argentina to withdraw from World Health Organization after Trump exitReuters
AI
- Why Amazon is Betting on ‘Automated Reasoning’ to Reduce AI’s HallucinationsWall Street Journal