What I Am Reading
Monday, April 14, 2025
Markets
- Tariff volatility is making it hard to figure out where the S&P 500 should tradeCNBC
- The Stock Market Has an Entry Point. We’re Not There Yet.Barron's
- Goldman Sachs cuts Europe's STOXX 600 forecast for second time this monthReuters
- The Euro Is Emerging as Alternative Safe Haven Along With BundsBloomberg
- Clouds Part Over Apple’s Stock—for NowWall Street Journal
Credit
Commodities
- OPEC cuts 2025 global oil demand growth forecast, citing US tariffsReuters
- European Gas Prices Rise But Bearish Signals Weigh on MarketWall Street Journal
- Back to Russian gas? Trump-wary EU has energy security dilemmaReuters
- Goldman Puts $4,000 Gold on the Agenda as Hunt for Havens GrowsBloomberg
- There’s No Such Thing As ‘Adjusting’ The Gold Price To ‘Inflation’FOX
Tariffs I
Tariffs II
US
Europe
China
Mexico
Geopolitics & trade I
- China has a weapon that could hurt America: rare-earth exportsEconomist
- Why China's Rare Earth Curbs Could Devastate US Defense IndustryNewsweek
- Xi Jinping may try to woo the victims of Donald Trump’s tariffsEconomist
- To secure exports to Europe, China reconfigures its rail linksEconomist
- China, Vietnam sign deals as Xi visits Hanoi amid US tariff tensionsReuters
- At China’s Wholesale Hub, U.S. Orders Have Suddenly Halted. One Example: Socks.Wall Street Journal
Geopolitics & trade II
Industries & companies
Corporate finance
- CME Group, S&P Group Agree to Sell OSTTRA to KKR in $3.1 Billion DealWall Street Journal