What I Am Reading
Monday, May 12, 2025
Markets
- ‘Buy America’ Sweeps Across Global Markets After China-US TalksBloomberg
- Tariff Shock Reverberates in the Bond MarketWall Street Journal
- Bond Traders’ Rate-Cut Optimism Flattened by Powell Tough TalkBloomberg
- Policy uncertainty fuels rise in U.S. government debt hedgingReuters
- Oil Leads Commodities RallyBloomberg
Central banks
Tariffs
- US, China Agree to Major Tariff Cuts for 90 Days to Cool Trade TensionsBloomberg
- Top Trump Economic Adviser Is All In on His China HardballNYT
- Poll shows big problem for Trump’s trade deal: It’s TrumpPolitico
- Japan PM Ishiba reiterates call to eliminate all tariffs with USReuters
- Trump official says 10% tariffs will stick aroundCNBC
- This Obscure New York Court Is Set to Decide Fate of Trump’s TariffsWall Street Journal
- Trump’s Tariffs Are Unbelievable. Literally.Barron's
US
- Trump is already playing with fire with tariffs, adding a tax hike could mean GOP civil warNY Post
- US House tax committee unveils partial tax plan to achieve Trump agendaReuters
- The Spring Home Sales Season Is Shaping Up to Be a DudWall Street Journal
- Meet Russ Vought, Trump’s Budget Hawk Inheriting DOGE’s AgendaWall Street Journal
- Gas Prices Down, Flight Costs Up: US Economic Anxiety Boosts Car TravelBloomberg
India
Industries & companies
- Pharma:Trump’s Vow to Cut US Drug Prices Drags Pharma Stocks LowerBloomberg
- Retail:US Retailers Are Facing Post-Tariff Spending DisorderBloomberg
- Tech:The Stealthy Lab Cooking Up Amazon’s Secret SauceWall Street Journal