What I Am Reading
Monday, March 10, 2025
Markets I
- Markets Finally Woke Up to Tariff Reality. Is This a Buying Opportunity?Wall Street Journal
- U.S. Stocks Will Suffer from Trump’s Economic ‘Paradigm Shift’Barron's
- Trump’s Trade War Won’t Sink These StocksBarron's
- Trump’s Slash-and-Burn Tactics Trigger German Markets Boom. 3 Ways to Play It.Barron's
- How Overlooked European Defense Stocks Became a Hedge-Fund Home RunWall Street Journal
Markets II
Central banks
US
- Trump downplays concerns about tariffs and higher pricesCNBC
- Inflation Data Doesn’t Include Interest Rates. That Drives the Vibecession.Barron's
- DOGE cuts are great, but aren't enough to stop debt from hitting $40 trillionFOX
- Trump’s ‘Big, Beautiful’ Tax Bill Is Held Back by GOP InfightingWall Street Journal
Canada
Europe
China
Japan
Geopolitics & trade
- Trump Boosts the Mexican LeftWall Street Journal
- Canada to Offer C$6.5 Billion to Help Firms Mitigate Tariff FalloutWall Street Journal
- America and Ukraine prepare for brutal negotiationsEconomist
- Trump’s Tariffs Are No ‘Emergency’Wall Street Journal
Industries & companies
- Home Builders:Tariffs Inflict Pain on Home Builders When They Can Least Afford ItWall Street Journal
- Pharma:The Weight-Loss Drug Surge Is Fading Fast.Barron's
- Retail:CVS’s New Mini Stores Go All In on Medicine and Skip Everything ElseWall Street Journal