What I Am Reading
Monday, March 31, 2025
Markets
- Stocks skid, bonds rally as tariff clock ticks downReuters
- Treasuries Are the Standout Play as Trump’s Trade War Heats UpBloomberg
- Wall Street Fears Liquidity Problems Creeping Back into Currency MarketBloomberg
- Japan stocks slump nearly 4% as fresh Trump tariffs due this week keep inCNBC
- Japan Confronts Biggest Bond Loss Globally as BOJ Rate Hikes Upend MarketsBloomberg
- Wall Street wants to privatize more of your money in market correctionCNBC
Central banks
Commodities
- Trump Threatens Russia Oil Penalties in Bid to Persuade PutinBloomberg
- Oil Rig Workers Ration Tortillas as Pemex Racks Up Unpaid BillsBloomberg
- Peru Copper Fuels Clash Between Indigenous Locals, Mining Giants
- Gold Rises to Record as Trade-War Concerns Drive Haven DemandBloomberg
- Europe's future metals strategy hindered by current crisisReuters
Tariffs
- Trump Team Weighs Broader, Higher TariffsWall Street Journal
- Trump’s “Liberation Day” is set to whack America’s economyEconomist
- Trump couldn’t care less if foreign automakers raise prices due to tariffsCNBC
- The Era of Cheap Stuff Was Already Ending. Now Comes the Tariff Threat.Wall Street Journal
- Tariffs on Screws Are Already Hitting ManufacturersWall Street Journal
US
Europe
- Europe’s demographic destinyEconomist
China
Geopolitics & trade
- Trump threatens bombing if Iran does not make nuclear dealReuters
- Israeli PM Netanyahu vows to pressure Hamas after ceasefire proposalReuters
- Trump ‘very angry’ and ‘pissed off’ at Vladimir PutinCNBC
- Zelensky, Trump and Putin may all have done a U-turn on elections in UkraineEconomist
- Hegseth says US command in Japan being upgraded to deter ChinaCNBC