What I Am Reading
Tuesday, April 1, 2025
Markets
- S&P, Nasdaq post big quarterly percentage drops on Trump tariff turmoilReuters
- Trump tariff day setting stage for peak market uncertainty: EvercoreCNBC
- The 5-Letter Word Every Investor Should Memorize to Win in 2025: ValueInvestorPlace
- Investors Are Blind to the Distant Past. It Could Come Back to Haunt Them.Barron's
- Taiwan Stocks’ Shine Dims Amid U.S. Tariff Concerns, Fading AI BuzzWall Street Journal
Central banks
- An April Pause Is an Option for the ECB, But Trump’s New Tariffs LoomWall Street Journal
Tariffs
- The realpolitik of Trump’s tariffsFinancial Times
- A $6 Trillion Trump Tax Increase?Wall Street Journal
- Trump tariffs: 'Dirty 15' countries targeted for 'reciprocal' dutiesCNBC
- Trump tariffs will 'start with all countries' on April 2CNBC
- China, Japan, South Korea will jointly respond to US tariffs, Chinese state media saysReuters
- Ford, GM, US Automakers Lobby for Low-Cost Car Part Exclusion From TariffsBloomberg
- Mercedes-Benz Tried Hard to Be American. It Still Got Hit by Tariffs.Wall Street Journal
US I
- First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditionsCNBC
- Trump’s Reciprocal Tariffs Risk US Recession, Trade TurmoilBloomberg
- Goldman Sachs Lifts U.S. Recession Probability to 35%Wall Street Journal
- Trump needs to start fighting hard for his tax cuts, or that Golden Age is a gonerNY Post
US II
- Trump Administration Targets Harvard With Review of $9 Billion in Federal FundingWall Street Journal
- Could Trump Serve a Third Term as President? What Constitutional Experts SayWall Street Journal
- What Has President Trump Done So Far? Track His Executive Orders, Tariff Threats and MoreWall Street Journal
Europe
China
- China PMIs Show Some Signs of Economic Green Shoots Ahead of TariffsWall Street Journal
Geopolitics & trade
- First signs of World War III: Iran says it is ready to strike U.S if Donald Trump decides to bomb Tehran and its military facilitiesEconomic Times
- What to Know About U.S.-Iran TensionsTIME
- US Review of China Trade Deal to Add to Xi-Trump TensionsBloomberg
- Trump's First Foreign Trip to Include Visits to Saudi Arabia, UAE, QatarBloomberg
- As ‘Buy Canadian’ grows, more US companies say retailers shunning their productsReuters
Industries & companies
Corporate finance
- The M&A Boom Wall Street Wanted Is Here, if You Know Where to LookWall Street Journal
- OpenAI closes $40 billion funding round, record for private tech dealCNBC
- Rocket to Buy Mr. Cooper Group in $9.4 Billion Mortgage-Industry DealWall Street Journal
- AMD Closes $4.9 Billion ZT Systems Deal, Targeting Its Piece of the ‘AI Factory’Wall Street Journal