What I Am Reading
Wednesday, May 21, 2025
Markets
Central banks
- ECB's Centeno: rate cuts below neutral level may be needed to keep inflation on targetReuters
- Spike in Policy Uncertainty Threatens Financial Stability, ECB SaysWall Street Journal
- A ‘fundamental regime shift’ underway as investors rethink U.S. assets, ECB saysCNBC
- Bank of Japan’s Rate-Hike Window Narrowing, Ex-Board Member SaysWall Street Journal
- U.K. Inflation Jumps, Reinforcing Bank of England’s CautionWall Street Journal
US
- Will Trump’s ‘Big, Beautiful’ Tax Bill Pass? His Economic Agenda Hinges on Unifying Divided GOPWall Street Journal
- Trump Warns Republican Budget-Bill Holdouts of Being ‘Knocked Out’ of PartyWall Street Journal
- Lawmakers Close In on Higher SALT CapWall Street Journal
- Big Tax Hikes Are ComingWall Street Journal
- Trump selects $175 billion Golden Dome defense shield design, appoints leaderReuters
- Will Trump’s ‘Big, Beautiful’ Tax Bill Pass? His Economic Agenda Hinges on Unifying Divided GOPWall Street Journal
- Mortgage demand drops after interest rates jump to the highest level since FebruaryCNBC
Europe
Industries & companies
AI & Technology
- OpenAI, Google and xAI battle for superstar AI talent, shelling out millionsReuters
- AI Voice Agents Are Ready to Take Your CallWall Street Journal
- Waymo CEO says company hit 10 million trips, doubling in five monthsCNBC
- Elon Musk confirms Tesla plan for robotaxis on Austin roads in JuneCNBC
- With Android XR, Google's Brin gives smart glasses another goCNBC
Beyond markets
- To Gen Z, Everything Is a Recession IndicatorWall Street Journal