What I Am Reading
Friday, April 11, 2025
Markets
- Stocks yoyo, dollar slides as all-out trade war saps confidenceReuters
- Mighty U.S. dollar feels heat as Trump's tariffs spark trade turmoilReuters
- US Treasuries Slide With Selloff Worst Since 2019 Repo BlowoutBloomberg
- Bond Analysts Debate If China Had Role in US Treasuries SwingsBloomberg
- China has considered opening its $520 billion ETF market to Western market makers, sources sayReuters
- Chinese exchanges restrict daily stock sales as trade war with US escalates, sources sayReuters
Commodities
Tariffs I
Tariffs II
- Does Trump Have a China Trade Strategy?Wall Street Journal
- The U.S. and China Are Going to Economic War—and Everyone Will SufferWall Street Journal
- China strikes back with 125% tariffs on U.S. goods as trade war intensifiesCNBC
- As the U.S. Alienates Old Friends, China Is Ready to Reap the BenefitsWall Street Journal
Tariffs III
- Europe’s Governments Pledge Unity in Tariff FightWall Street Journal
- Trump’s Tariff Pause Is Fragile, France’s Macron SaysWall Street Journal
Central banks
US
- Trump's 'mad king' tariff whiplash is undermining faith in the U.S. economyMSNBC
- JPMorgan Warns Economy Is Facing Considerable TurbulenceWall Street Journal
- Trump’s tariff rollercoaster could tank his presidencyThe Hill
- Smallest Businesses Are Biggest Losers in Global Tariff WarWall Street Journal
- US consumer sentiment, inflation expectations deteriorate sharply in AprilReuters
- Wholesale prices unexpectedly fell 0.4% in March, showing easing inflation backdrop ahead of tariffsCNBC
- Producer Prices Fell in March as Energy, Food Costs DeclinedWall Street Journal
Industries & companies
AI
- Nuclear Power Is Back. And This Time, AI Can Help Manage the Reactors.Wall Street Journal