What I Am Reading
Tuesday, April 15, 2025
Markets
- S&P 500 Rises as Traders Parse Earnings and Tariff DevelopmentsBloomberg
- Stocks Get Whipsawed On Trade War RisksBloomberg
- Treasury yields: Trump-tariff fueled sell-off continuesCNBC
- Zero-day options are fueling the unprecedented volatility on Wall Street amid tariffsCNBC
- Cash may feel safe when stocks slide, but it has risksCNBC
Commodities
Tariffs
- Trump Gave Automakers a Tariff Break. It’s Causing More Confusion.Wall Street Journal
- Canada Gives Tariff Exemption to Automakers That Stay in CountryBloomberg
- EU Expects Most Of Trump's Tariffs to Stay as Talks Make Little ProgressBloomberg
- EU Food Safety Rules Remain off the Table in U.S. Trade TalksWall Street Journal
- Japan Economy Minister Urges ‘Win-Win’ Solutions Ahead of U.S. Trade TalksWall Street Journal
- Japan seeks full removal of US tariffs ahead of trade talksReuters
- U.S. businesses sue to block Trump tariffsCNBC
- China Tells Airlines Stop Taking Boeing Jets as Trump Tariffs Expand Trade WarBloomberg
US
- Big Banks Show Consumers Remained Resilient Heading Into Tariff TurmoilWall Street Journal
- U.S. Import Prices Slide Ahead of New TariffsWall Street Journal
- Apartment Developers Who Overbuilt Luck Out With TariffsWall Street Journal
Europe
- German Economic Sentiment Collapses on Trump’s Tariff ChaosWall Street Journal
Geopolitics & trade
- Inside North Korea’s vast operation to help Russia’s war on UkraineReuters
- U.S. is unable to replace rare earths supply from China, warns CSISCNBC
- U.S. Softens Position on Iranian Uranium EnrichmentWall Street Journal
- Trump shredding credibility with allies as China benefits: John BoltonCNBC
- Trump’s Trade War Deepens Threat to U.S. Brands in ChinaWall Street Journal
- At China's largest trade fair, exporters say US markets are 'frozen'Reuters
Industries & companies
- Banks:Trump’s Tariff Chaos Fuels Q1 Trading Revenue for Goldman, JPMorganWall Street Journal
- Tech:Nvidia to Produce Entirely U.S.-Made AI Supercomputers in TexasWall Street Journal
- Tech:Nvidia’s Made-in-the-U.S.A. Move Follows a Familiar Trump PatternWall Street Journal
Corporate finance
AI
- How AI Could Make Our Jobs Better Instead of Take Them AwayWall Street Journal