What I Am Reading
Wednesday, April 16, 2025
Markets
Credit & currencies
- Bond strategists expect US yields to fall despite tariff turmoil: Reuters pollReuters
- Trump’s Tariff War Has Added Risk to U.S. Bonds, Long the Surest Bet in Global FinanceNew York Times
- Is dollar weakness a panic signal or healthy rebalancing? KlementReuters
- USD Dollar’s Link to US Treasury Yields Weakens as Confidence CracksBloomberg
- Dollar gains on euro, yen, but tariffs keep investors cautiousReuters
Commodities
Tariffs
- How Much Are Tariffs on Chinese Goods? It’s Trickier Than You Think.New York Times
- Canada to spare automakers, other sectors from tariffs on U.S. importsCNBC
- The European Union braces for more U.S. tariffs despite talksCNBC
- Trump's Trade War Threatens Christmas SpendingThe Hill
- Trump is asking tough tariff questions critics won't answerNY Post
- Trump Is Right About Unfair Trade, but Tariffs Aren’t the Right FixCity Journal
- Right starts to sound like central-planning Left on tariffsFOX
US
China
Geopolitics & trade
Industries & companies
- Aerospace:Boeing Hit From All Sides in Trump’s Trade WarWall Street Journal
- Banks:Big Banks Alarmed After Their Regulator Gets HackedWall Street Journal
- Consumer:Amazon emails sellers to gauge how Trump's tariffs impacting businessCNBC
- Tech:Apple airlifted iPhones worth $2 billion from India in March as tariffs loomedCNBC
- Theme Parks:Universal's Epic Universe park to generate billions for FloridaCNBC
Cybersecurity
- China Accuses U.S. Spy Agency of Winter Games CyberattacksWall Street Journal