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What I Am Reading
What I Am Reading
Thursday, June 5, 2025
Markets
US stocks heal from tariff pain but trade news to keep markets edgy
Reuters
U.S. Treasury yields: April trade data, initial jobless claims
CNBC
Silver jumps to highest level in 13 years, following gold's 2025 rally
CNBC
Central banks
ECB Cuts Interest Rates for Eighth Time, Widening Gap With Fed
Wall Street Journal
European Central Bank trims interest rates after inflation dips below target
CNBC
Traders Embrace September Fed Rate Cut Amid Job Market Weakness
Bloomberg
Tariffs & trade
Trump Rebuffed By Russia, China and Iran Leaders
Bloomberg
Trump Says Xi Call Yielded Rare Earths Progress, More Talks
Bloomberg
Shein, Temu see U.S. demand plunge on de minimis trade loophole closure
CNBC
US
US Trade Deficit Narrows by Most on Record as Imports Plunge
Bloomberg
Trump-Musk Alliance Unravels in Split Over Tax Bill, EV Credits
Bloomberg
Trump’s Crackdown on Foreign Students Threatens to Disrupt Pipeline of Inventors
Wall Street Journal
Europe
Europe's dispatchable power woes worsen from fresh hydro hit
Reuters
German Factory Orders Unexpectedly Climb, Overcoming Tariff Concerns
Wall Street Journal
Ireland’s Economy Grew Much Faster Than Expected on Tariff Stockpiling
Wall Street Journal
China
China Services Sector Picks Up Slightly Despite Lower Orders
Wall Street Journal
Geopolitics
Germany’s Merz Has a Message for Trump: We Need You, but You Also Need Us
Wall Street Journal
As Germany's Merz meets Trump, these topics are top of his agenda
CNBC
Industries & companies
The world's auto supply chain is in the hands of a few Chinese bureaucrats
Reuters
Autos:
Auto companies face shortages due to China's rare earth restrictions
Reuters
AI
Governments Face a Choice on AI
Wall Street Journal
Beyond markets
American energy is being held hostage by Paris
CNBC
Wednesday, June 4, 2025
Saturday, June 7, 2025
