What I Am Reading
Monday, February 10, 2025
Markets I
- Stuck stock market is worried about economic growth as Trump's tariffs dominate headlinesCNBC
- Trump 2.0 Is Shock and Awe. What Wall Street Will Stand For.Barron's
- Trump’s Second Term Requires a New Playbook for Equity InvestorsBloomberg
- For CEOs and Bankers, the Trump Euphoria Is Fading FastWall Street Journal
Markets II
Currencies & commodities
Central banks
US
- Trump Approval Rating High, CBS Survey ShowsBloomberg
- DOGE’s First Round of Cuts Went to Trump Priorities, but Bigger Targets AwaitWall Street Journal
- Who is Steve Davis, Elon Musk’s Top Lieutenant Behind DOGE’s Cost-Cutting Efforts?Wall Street Journal
- U.S. cities where buying a home requires the biggest share of incomeCNBC
Europe
China
Mexico
Geopolitics & trade I
- Trump Plans to Impose 25% Tariffs on Steel, Aluminum ImportsBloomberg
- Shares of South Korean steelmakers drop as Trump talks tariffsReuters
- Trump’s Tariff Agenda: Beyond Canada and Mexico, More Duties LoomWall Street Journal
- Canada's Trump Anger Is About More Than Tariffs, AnnexationBloomberg
- China’s Strategy in Trade War: Threaten U.S. Tech CompaniesWall Street Journal
- Trump’s Team Takes Its Fight to a Wary EuropeWall Street Journal
Geopolitics & trade II
- Trump wants US to own Gaza, could let Middle East states help rebuildReuters
- Trump Says Palestinians Wouldn’t Have Right to Return to GazaWall Street Journal
- How Much the U.S. Spent on Foreign Aid—and Where It WentWall Street Journal
- Egypt announces emergency Arab summit after Trump's Gaza plan infuriates key alliesCNBC
- Trump says he has spoken to Putin about ending the Ukraine warCNBC
Industries & companies
- Energy:Behind the Oil Industry’s Biggest Divorce: Chevron Versus CaliforniaWall Street Journal
- Media:Even Disney Is Worried About the High Cost of a Disney VacationWall Street Journal
- Pharma:Pharma Companies Turn to AI to Speed Up Drug Development, But Hit HurdlesWall Street Journal
- Tech:IT Unemployment Rises to 5.7% as AI Hits Tech JobsWall Street Journal
AI
Corporate finance
- For CEOs and Bankers, the Trump Euphoria Is Fading FastWall Street Journal
- Hyatt Agrees to Buy Playa Hotels for $2.6 BillionWall Street Journal
Beyond markets
- Can a Super Bowl Blowout Be Beautiful? For the Philadelphia Eagles, YesWall Street Journal