What I Am Reading
Friday, May 9, 2025
Markets
Central banks
Tariffs I
- In Trump's circle, some expect high tariffs even after trade dealsReuters
- Trump’s first trade ‘deal’ doesn’t bode well for the rest of the worldCNN
- China and the US to talk trade war ceasefire, not peaceReuters
- Trump suggests cutting China tariff rate to still-high 80% ahead of talksCNBC
- Trump Says 10% Tariff Baseline Unless ‘Exceptional’ Offer MadeBloomberg
- China Sends Xi’s Security Czar to Trade Talks With U.S.Wall Street Journal
- Inside China's decision to come to the table on Trump tariffsReuters
Tariffs II
- China to Crack Down on Rare-Earth Materials Ahead of U.S. Trade TalksWall Street Journal
- China’s Exports to U.S. Plunge, in Sign of Bite From Trump TariffsWall Street Journal
- Chinese goods hit by Trump 145% tariffs begin arriving at U.S. portsCNBC
- Number of 'tariff' mentions has soared past 'AI' on earnings callsCNBC
- Baffled by the Trump Tariffs, C.E.O.s Lean on the Word ‘Uncertainty’New York Times
- Walmart turns to India to avoid high tariffs, but garment workers scarceReuters
US
- Trump: Tax hike on rich OK, but GOP probably shouldn't do itCNBC
- The Incredible Shrinking GOP Tax CutWall Street Journal
- US Debt Limit Measures Could Run Out in August, Treasury's Scott Bessent SaysBloomberg
- Treasury Dept. asks Congress to raise debt ceiling before August to avert defaultCNBC
- No buy, low buy, slow buy: How consumers prepare for an economic hitCNBC
- Cities Turn to Sports Stadiums to Snap Out of Downtown Doom LoopWall Street Journal
China
Industries & companies
Geopolitics & trade
- Blasts rock Indian Kashmir, Amritsar as Pakistan conflict escalatesReuters
- IMF frees $1 billion for Pakistan, approves new $1.4 billion programReuters
- India, Pakistan and the World Still Need the American SheriffBloomberg
- India-Pakistan conflict offers rich intelligence opportunity for ChinaReuters
- As Putin, Xi Strengthen Ties, Trump Squanders Leverage for Ukraine PeaceBloomberg
Corporate finance
- Google Faces Potential $3.3 Billion Antitrust Lawsuit in ItalyWall Street Journal
- Delta, Korean Air to Buy Stakes in WestJet For $550 MillionWall Street Journal