What I Am Reading
Monday, March 3, 2025
Markets I
Markets II
Central banks
US
- GOP Wants $4 Trillion Tax Cut to Look Like NothingWall Street Journal
- To make their numbers work, Republicans must slash health spendingEconomist
- What’s Driving Up Federal Spending? Here’s Where Outlays Have Grown From 2015 to 2024Wall Street Journal
- Tariffs and the Slowing EconomyWall Street Journal
- DOGE Layoffs Are Rattling Consumers. The Economy Could Suffer.Barron's
Europe
- Germany weighs special funds for defence and infrastructure, sources sayReuters
- Europe will need to pull all the levers to up its defence spendingEconomist
- Germany’s election victor must ditch its debt rules—immediatelyEconomist
- France’s Inflation Lowest in Four Years as ECB Prepares to Cut Interest Rates AgainWall Street Journal
Geopolitics & trade I
- Ukraine's Zelenskiy says he can salvage relationship with USReuters
- UK, European leaders join forces to draft Ukraine peace plan to take to USReuters
- Hamas rejects extending first phase of Gaza ceasefire, ties hostage release to phased dealReuters
- Trump Is Losing to China’s Xi Jinping in the Global Battle of IdeasBloomberg
Geopolitics & trade II
- Trump Tariffs: Canada, Mexico, China Duties Would Upend US Trade TiesBloomberg
- Canada PM Trudeau says protecting independence is his priority in talks with King CharlesReuters
- Merz wins a messy election then calls for independence from AmericaEconomist
- The $1.2 Trillion U.S. Goods Trade Deficit and the Countries Fueling It, in ChartsWall Street Journal
- Budget Cuts Can Solve Trump’s Trade Deficit ProblemWall Street Journal