What I Am Reading
Monday, February 24, 2025
Markets
- President Trump is losing the markets war to rest of the world so farCNBC
- Investors fear inflation is coming back. They may be rightEconomist
- Trump’s Energy Plan: Which Stock Sectors Are Hot—and Which Ones Are NotBarron's
- European Stocks Still Look Cheap. Here’s Where to Shop.Barron's
- Euro rises in early Asia trade after conservatives win German electionReuters
Markets II
- The Case for Buying High-Yield Bonds NowBarron's
- Deficits, Inflation, and Volatility Are Lurking. Don’t Be Fooled by the Quiet.Barron's
- Why is Warren Buffett Hoarding So Much Cash? His Annual Letter Might Hold Clues.Wall Street Journal
- Warren Buffett Occasionally Writes to Shareholders About Overheated Markets. Not This Year.Wall Street Journal
Central banks
US
- U.S. Consumer Confidence Falls Back on Fears of Tariff-Induced Price IncreasesWall Street Journal
- US business activity stalling, consumers' inflation expectations surgeReuters
- Home Sales Fell 4.9% in January, Extending Slump in Housing MarketWall Street Journal
- Debt Has Always Been the Ruin of Great Powers. Is the U.S. Next?Wall Street Journal
- Senate adopts $340 billion budget blueprint for Trump's agenda after marathon 'vote-a-rama'CNBC
DOGE
China
Europe I
- Conservative Friedrich Merz Is Poised to Win German ElectionWall Street Journal
- Merz Wants Government Formed By EasterBloomberg
- See How Many Seats Won by Friedrich Merz’s CDU/CSU, AfD, SPD, MoreBloomberg
- Germany’s Social Democrats Ditch Scholz After Historic DefeatBloomberg
- Germany's conservatives set to lead next coalition, far-right AfD surgesReuters
- 'Next time we'll come first': German far-right celebrates breakthroughReuters
Europe II
- Europe’s Economic Stagnation Persists, Latest Business Surveys SayWall Street Journal
- Why Germany’s Confidence Is Shattered and Its Economy Is KaputWall Street Journal
- How Germany's economic strength became a weaknessReuters
- Will Europe return to Putin’s gas?Economist
- Google, Meta execs blast Europe over strict AI regulationCNBC
- Europe is set to start cutting red tape—lightlyEconomist
India
Geopolitics & trade I
- Team Trump wants to get rid of Volodymyr ZelenskyEconomist
- Zelenskiy says he is willing to quit presidency if it means peace in UkraineReuters
- Ukraine’s Zelensky Wants Better Terms on Minerals Deal Demanded by TrumpWall Street Journal
- Trump Wants Ukraine’s Metals. What It Would Cost to Mine Them.Barron's
- Will it be Ukraine today, Taiwan tomorrow?Economist
Geopolitics & trade II
Industries & companies
- Health Care:UnitedHealth faces DOJ investigation, buyouts, stock price dropCNBC
- Retail:Shein attempts to mend its public image before its London debutEconomist
- Retail:Walmart’s Outlook Raises Concerns About Consumer SpendingBarron's
AI
Climate
- Trump Paralyzes the U.S. Wind Power IndustryWall Street Journal