What I Am Reading
Thursday, April 10, 2025
Markets I
- Stocks spring higher, dollar gains as Trump announces tariff pause excluding ChinaReuters
- Magnificent Seven to add more than $1 trillion in value after Trump pauses some tariffsReuters
- When Does the Rest of the Economy Get Hit by a Market Dive?Wall Street Journal
- How China could crush the U.S. housing marketCNBC
Markets II
- Gold rises, eyes best day since October 2023 as tariff war heats upReuters
- US 10-year yield won't dance to Bessent's tuneReuters
- Bond Rout Stirs Broader Fears About Market StrainsWall Street Journal
- US Treasury 10-year note auction outcome shows strong demandReuters
- Oil jumps 4% after Trump pauses tariffs on many countries, raises China levyReuters
- U.S. Natural Gas Jumps as Markets Rebound on Tariff ReliefWall Street Journal
Central banks
- Fed minutes show broad sense US risks tilted towards higher inflation, slower growthReuters
- Trump Tariffs: What Stock Market Reaction, Past Fed Rate Cuts Tell UsBloomberg
- Traders see just three Fed rate cuts in 2025, starting in JuneReuters
- Fed Officials Flagged Risks of ‘More Persistent’ Inflation From TariffsWall Street Journal
Tariffs I
- Escalating Tariffs War Between US, China Risks Wiping out $19 TrillionBloomberg
- Trump drops tariffs to 10% for most countries, hits China harderCNBC
- China slaps 84% retaliatory tariffs on U.S. goods in response to TrumpCNBC
- China Has Readied a Trade-War Arsenal That Takes Aim at U.S. CompaniesWall Street Journal
Tariffs II
US
Europe
- Germany’s Friedrich Merz Strikes Coalition Deal but AfD Draws Voter SupportWall Street Journal