What I Am Reading
Wednesday, April 2, 2025
Markets
- Investors Bet Clarity on Trump Tariffs Will Bring Stability to MarketsWall Street Journal
- Japan’s Value Stocks Drive Topix’s Resilience as Nikkei SlumpsBloomberg
- China's Improving Profits May Help Soften Tariff Blow for StocksBloomberg
- Investors pour record $11 billion into Europe ETFs to 'Make Europe Great Again'Reuters
Taiwan
- China holds major war games around Taiwan as U.S. boosts ties with Japan to deter "Chinese military aggression"CBS
- China’s PLA launches military drills around Taiwan, testing US resolveCNN
- Opinion | Trump’s Ukraine Betrayal Shows Taiwan Can No Longer Rely on AmericaNYT
- China targets Taiwan’s president with military drillsWashington Post
- As Chinese drills begin, Taiwan expels mainland influencersEconomist
Commodities
Tariffs I
- Trump's upcoming tariffs 'will be effective immediately,' White House saysCNBC
- Trump's tariff gambit will raise the stakes for an economy already looking fragileCNBC
- EU Has Plan to Retaliate on U.S. Tariffs, Von der Leyen SaysWall Street Journal
- US tariffs on Vietnam would be a blow to Nike and other sportswear brandsReuters
- Trump Venezuela oil tariffs unprecedented, hike trade uncertainty: AnalystsCNBC
Tariffs II
- Tariffs don’t all act the sameReuters
- Trump tariffs will fuel inflation. The worst is yet to comeUSA
- Trump tariffs' effect on consumer prices debated by economistsCNBC
- Why tariffs will hit wallets: 'Nowhere to absorb it,' food CEOs sayCNBC
- Tariffs may raise much less than White House projects, economists sayCNBC
US I
- U.S. Hiring, Quits and Layoffs Were Steady in FebruaryWall Street Journal
- U.S. Factory Activity Retreated in March on Tariff ConcernsWall Street Journal
- Republicans for Raising TaxesWall Street Journal
- Trump begins mass layoffs at FDA, CDC, other US health agenciesReuters
- Trump preparing executive order to increase weapons exports, sources sayReuters
US II
- Trump Wins a Big One on Executive PowerWall Street Journal
- Can President Trump Serve More Than Two Terms?Bloomberg
- Cory Booker Nears Record for Longest Senate Speech in Trump ProtestWall Street Journal
Europe
Corporate finance
- Elon Musk’s Merger Between X and xAI Breaks Wall Street’s RulebookWall Street Journal
- How Is SoftBank Funding Its Mega Investment in OpenAI? A Lot of DebtWall Street Journal