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What I Am Reading

Thursday, June 12, 2025

Markets

Bonds Rally, Stocks Slip After Inflation DataWall Street Journal
Dollar skims 2025 low, Middle East tensions fuel risk-off moodReuters

Central banks

Inflation: Fed Can Now Declare VictoryBloomberg
In New Interest-Rate Strategy, Fed Seeks to Keep Pre-Covid LessonsBloomberg
A 'shadow' Fed chair could be coming. How markets might reactCNBC
ECB’s Rate Cut Helps Ensure Inflation Won’t Settle, Lane SaysWall Street Journal

Tariffs & trade I

Supply Chains Become New Battleground in the Global Trade WarWall Street Journal
Bessent: Tariff pause for countries in 'good faith' talksCNBC
Trump Says He Will Set Unilateral Tariff Rates Within Two WeeksBloomberg
Here’s How Much Money the U.S. Is Earning From Tariffs, in ChartsWall Street Journal
U.K. Economy Shrinks on Tariff HitWall Street Journal

Tariffs & trade II

Trump Says Deal Restoring China Trade Truce Is DoneWall Street Journal
Xi Plays Long Game on US-China Trade as Trump Seeks Quick WinsBloomberg
Trump Has No China Trade StrategyWall Street Journal

US

Muted May Inflation Defies Tariff FearsWall Street Journal
U.S. budget deficit hit $316 billion in MayCNBC
Los Angeles Protests: Trump's Birthday Parade Isn't Harmless Military SpectacleBloomberg
Divorcing SpaceX Just Isn't Possible Right NowBloomberg

Europe

India

India's CPI eases to 2.82% in MayCNBC

Japan

Japan's labour crunch forces rethink on traditional homemakersReuters

Geopolitics

Technology & AI

Corporate finance

BP takeover speculation: UAE oil giant ADNOC enters the frayCNBC

Beyond markets