What I Am Reading
Thursday, February 6, 2025
Markets
Central banks
- Bank of England Cuts Interest Rates to 4.5%, Warns of Trump Tariff ImpactWall Street Journal
- Hawkish BOJ Board Member Calls for Potentially Faster Rate HikesWall Street Journal
- Bessent says Trump is focused on the 10-year yield, won't push Fed to cut ratesCNBC
- Bessent Explains Trump. It Won't Be the Last TimeBloomberg
US I
- US Initial Jobless Claims Pick Up, Still Near Pre-Covid LevelsBloomberg
- Friday’s Jobs Report Will Be Confusing. Here’s How to Make Sense of It.New York Times
- Trump made tariffs news again: How these trade tools workCNBC
- Tariffs Could Lead to Higher Insurance Prices for U.S. Consumers, BusinessesWall Street Journal
- How the U.S. has used tariffs through history — and why Trump is differentCNBC
US II
- Musk's DOGE Treasury Access Temporarily Limited by US JudgeBloomberg
- Trump administration agrees to restrict DOGE access to Treasury Department payment systemsCNBC
- More Than 40,000 Federal Workers Have Resigned So Far, Short of TargetWall Street Journal
- Republicans divided on how to pay for Trump's tax cutsCNBC
- Education Department staff warned that Trump buyout offers could be canceled at any timeCNBC
Europe
- Eurozone Shoppers Spent Less as 2024 Ended Amid High Savings CautionWall Street Journal
- German Factory Orders Get Late-2024 Boost as Tariffs LoomWall Street Journal
- France’s Budget Crisis Ends as Government Survives No-Confidence VoteWall Street Journal
China
- China’s Firms Are Bleeding Cash—and Vulnerable to Trump’s Trade WarWall Street Journal
Geopolitics & trade I
- Trump’s Vision for Gaza Revives an Idea Once Reviled in IsraelWall Street Journal
- Trump aides defend Gaza takeover proposal but walk back some elementsReuters
- Hamas Turns Hostage Releases Into a Humiliating Spectacle for IsraelWall Street Journal
- Trump’s Iron Dome Needs to Succeed Where Reagan’s Star Wars FailedBloomberg
Geopolitics & trade II
- Russia Indicates Talks With U.S. Over Ukraine Are IntensifyingWall Street Journal
- As America Battles Fentanyl, Mexico Fights Flow of American GunsWall Street Journal
- Panama’s President Denies U.S. Claim of Free Canal Passage for American ShipsWall Street Journal
- U.S. imposes sanctions on international network shipping Iranian oil to ChinaCNBC
Industries & companies
- Autos:Volvo Car Warns of Challenging Year Ahead as Competition Heats UpWall Street Journal
- Consumer:Amazon set to pass Walmart in revenue for first timeCNBC