What I Am Reading
Monday, May 5, 2025
Markets
- Stocks Are Back and Economic Data Look Solid. But Tariff Uncertainty Looms.Barron's
- US equity funds see outflows for third straight weekReuters
- Index funds faces biggest test in ages from 2025 stock marketCNBC
- What Recession? Stock Investors Expect the Good Times to ContinueWall Street Journal
- Japan says no plan to threaten Treasuries sale in US trade talksReuters
- Exclusive: OPEC+ to further speed up oil output hikes, sources sayReuters
Tariffs
US I
- Is the U.S. Economy Headed for Recession? BR
- Trump blames 'bad parts' of economy on BidenCNBC
- Bessent: Trump’s Three Steps to Economic GrowthWall Street Journal
- Trump’s ‘Golden Dome’ Sparks Defense Industry Rush to Shape Missile-Shield ProjectWall Street Journal
- Republicans Wrestle With Trump’s Demands for Tax CutsNew York Times
US II
Europe
Industries & companies
- Autos:What a $15,000 Electric SUV Says About U.S.-China Car RivalryWall Street Journal
- Autos:Car Buyers Rushing to Beat Tariffs Find a Tougher Financing LandscapeWall Street Journal
- Finance:How Much Risk Lies in the Shadow Banking Sector? We Don’t Know.Barron's
- Retail:Retailers urge shoppers to buy before Trump tariffs raise pricesCNBC
Geopolitics & trade I
- Chinese military exercises foreshadow a blockade of TaiwanEconomist
- A superpower crunch over Taiwan is comingEconomist
- Can China sap a divided and isolated Taiwan of its will to resist?Economist
- Europe and China Want to Be Trade Allies. This Sector Could Be Upended.Barron's
- Why China Could Win Trump’s Trade WarWall Street Journal
Geopolitics & trade II
- Donald Trump is right to go after metals in the deep seaEconomist
- US-Ukraine deal is heavy on symbolism, light on mineralsReuters
- Ukrainian Naval Drones Shoot Down Russian Jets in Military First, Kyiv SaysWall Street Journal
- Ukraine's Zelenskiy, in Prague, says ceasefire could be put in place at any momentReuters
Artificial Intelligence
- When can AI book my summer holiday?Economist