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What I Am Reading
What I Am Reading
Monday, March 24, 2025
Markets
Wall Street Ends Higher Dollar Rises as Trump Signals Tariff Respite
Reuters
The Trump Trade Wars What Investors Need to Know
Barron's
China’s LNG import plunge comes at just the right time for Europe
Reuters
Central Banks
How to Read the Fed’s Latest Balance-Sheet Move
Barron's
Tariffs
Tariff Exclusion Hopes Prop Up Markets
Reuters
US extends Chevron's wind-down in Venezuela after Trump unveils 25% tariff
Reuters
From Indonesia to Mexico Job Losses Mount as Trump’s Tariffs Divert Chinese Exports
Bloomberg
US I
US business activity rises in March, but sentiment deteriorates further
Reuters
US Factory Activity Slips as Materials Costs Rise on Tariffs
Bloomberg
US II
The Richest Americans Kept the Economy Booming What Happens When They Stop Spending
Bloomberg
Unlikely Activist Scott Presler’s Campaign to Make JD Vance President in 2028
Wall Street Journal
Europe
Europe’s Economic Activity Grows Weakly as Tariffs Loom
Wall Street Journal
Some European Officials Weigh Reliance on Fed for Dollars Under Trump
Reuters
Transatlantic Rift Might Spur Euro Reserve Holdings
Reuters
China
Can anything get China’s shoppers to spend?
Economist
Emerging Markets
Indian Stocks Are Over Their Slump. 2 Sectors to Consider.
Barron's
Industries & Companies
Steel:
Nippon Steel Chief US Steel Takeover Talks Ongoing
Reuters
Geopolitics & Trade
China is developing some startling new kit in its quest to seize Taiwan
Economist
China Is Ready to Blockade Taiwan. Here’s How.
Wall Street Journal
North Korea is remarkably entrenched in global supply chains
Economist
Corporate finance
South Korea's Hyundai to announce $20 billion U.S. investment
CNBC
Thursday, March 20, 2025
Tuesday, March 25, 2025
