What I Am Reading
Friday, April 4, 2025
Markets
- A Market-Rattling Attempt to Make the American Economy Trump Always WantedWall Street Journal
- Trump Telegraphed His Tariff Plan. Wall Street Was Still Shocked.Wall Street Journal
- Japanese stocks in bear market as banks slump on tariff jittersReuters
- Canadian Stocks Tumble Into Correction as Trump Tariff Fears HitBloomberg
- European Bank Stocks Extend Losses From Tariff FalloutWall Street Journal
- U.S. Treasury yields: Investors digest aftermath of Trump's tariffsCNBC
Currencies & commodities
- What the Trump Dollar Plunge MeansWall Street Journal
- Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened.Wall Street Journal
- Oil tumbles nearly 8% as China retaliates with tariffs on U.S.Reuters
- Why OPEC+ is accelerating oil production as prices tank, tariffs hitCNBC
- Europe Wants to Make ‘Fair’ Raw Minerals Deal with Central Asian Countries, EU Chief SaysWall Street Journal
Tariffs
Central banks
US
Europe
- German Factory Orders Stagnated in February Despite Hints of FrontloadingWall Street Journal
Emerging
- Race for South Korea’s Next Leader Starts With Dismissal of PresidentWall Street Journal
Geopolitics & trade
- U.S. to Press Iran for Direct Nuclear TalksWall Street Journal
Industries & companies
- Autos:Car giants answer Trump tariffs with price hikes and layoffsCNBC
- Banks:Banks Don’t Pay Tariffs, but Tariffs Will Cost ThemWall Street Journal
- Retail:Nike and Lululemon Bet Big on Vietnam. They Bet Wrong.Wall Street Journal
- Retail:Toy prices could jump 50% following Trump's tariffs on China, VietnamCNBC