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What I Am Reading

Thursday, March 27, 2025

Markets

Copper’s Hottest Trade Risks Painful End If US Tariffs Arrive EarlyBloomberg

Central banks

ECB Must Be Careful in Cutting Rates as Military Spending, Tariffs Threaten Rise in Inflation, Holzmann SaysWall Street Journal

Tariffs

US

Corporate America’s Euphoria Over Trump’s ‘Golden Age’ Is Giving Way to DistressWall Street Journal
Trump's plan to rebuild American shipping faces rough watersThe Week

China

China Banks Ramp Up Bad Property Loan Disposals to Boost EconomyBloomberg

Geopolitics & trade

Europe Confronts Reality That Vance’s Hostility Is More Than Just a ShowWall Street Journal

Industries & companies

Artificial Intelligence

Corporate finance

CoStar Raises Offer for Australia’s Domain to $1.92 BillionWall Street Journal
The concern with CoreWeave’s 250,000 Nvidia chips ahead of its IPOCNBC

Beyond markets

Former Treasury Secretary Yellen to join global advisory board for PimcoCNBC