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What I Am Reading

Wednesday, February 19, 2025

Markets

U.S. Treasury yields: investors await FOMC meeting minutesCNBC

Central banks

Fed concerns rise as tariff threats ratchet higher and widerReuters
BOJ policymaker calls for more rate hikes, warns of inflation riskReuters
BOJ’s Takata Calls for Gradual Rate Hikes, Sees Upside Risks to PricesWall Street Journal

US I

US II

DOGE

Europe

Germany’s Big Election StakesWall Street Journal
Germany's far-right AfD is shut out from power for now, but waiting in the wingsReuters
UK inflation jumps more than expected in January, testing the BoE's outlookReuters

Japan

Japan exports climb in January but US auto tariffs could deal heavy blowReuters

China

China Home Prices Show Slight Improvement But Remain in DeclineWall Street Journal
How Dirty Money From Fentanyl Sales Is Flowing Through ChinaWall Street Journal

Geopolitics & trade

Trump Is Scrambling Global Automakers’ Reliance on AmericaWall Street Journal

Ukraine

Industries & companies

Banks:From JPMorgan to Citi, Banks Are Rethinking China as Trump Ramps Up TensionsBloomberg

AI

China's DeepSeek took AI world by storm. How this startup came into being?CNBC