What I Am Reading
Friday, June 27, 2025
Markets
Central banks
- Trump Considers Naming Next Fed Chair Early in Bid to Undermine PowellWall Street Journal
- Powell Isn’t Trump’s Only Holdout Against Cuts at a Divided FedWall Street Journal
- Conflict in Middle East Might Damp Eurozone Growth, ECB’s De Guindos SaysWall Street Journal
- Hawkish Fed could inflict markets' biggest 'pain trades'Reuters
Trade
Geopolitics
US I
- US labor market softening as more people remain on unemployment rollsReuters
- Trump tax bill event aims to pressure Senate RepublicansCNBC
- Talks on GOP Megabill Heat Up with Vote Just Days AwayWall Street Journal
- More fear budget bill will just add crushing debtWashington Examiner
- U.S. still 'exceptional' after 2025 overseas outperformance, Marc Rowan saysCNBC
- Trump wields sweeping veto power over U.S. Steel with 'golden share'CNBC
US II
Europe
- German Consumers Grow More Cautious as Confidence SlipsWall Street Journal
Industries & companies
- Energy:Trump Goes to Bat for Big Oil on Climate Rules in EU Trade TalksWall Street Journal
- Media:Pixar's 'Elio' is emblematic of a bigger headwind for HollywoodCNBC
Corporate finance
- Global Dealmaking at 20-Year Low as Uncertainty AboundsWall Street Journal
- Shell in Early Talks to Acquire Rival BPWall Street Journal
- Circle resumes its post-IPO rally after pullback, stablecoin issuer boosts CoinbaseCNBC
- Tesla’s Robotaxi Launch Shows Google’s Waymo Is Worth More Than $45 BillionWall Street Journal
AI
- How Much Energy Does Your AI Prompt Use? I Went to a Data Center to Find Out.Wall Street Journal
- AI's reasoning problems -- why 'thinking' models may not be smarterCNBC
- AI is doing up to 50% of the work at Salesforce, CEO Marc Benioff saysCNBC
- AI Makes Research Easy. That Might Be a Problem.Wall Street Journal