What I Am Reading
Monday, June 30, 2025
Markets
- The Stock-Market Rally Is Moving Beyond Big Tech and Investors Are ThrilledWall Street Journal
- Stocks Are Flying, the Dollar Is Falling, Tariffs Haven’t Hit Yet. Why Cut Rates?Barron's
- Japan’s Economy Has Stalled. The Stock Market Is Ignoring That.Barron's
- Bonds Have Underperformed. Why You Should Own Them Now.Barron's
- Passive Investing Is Fueling the Rise of Mega-Firms.Morningstar
Central banks
Global
US I
- Trump's 'big, beautiful bill' clears key Senate hurdleCNBC
- GOP Declares Tax-Cut Extensions ‘Free’ to Obscure Megabill’s CostWall Street Journal
- Senate Republicans Restore Medicaid Cuts to Trump Tax PackageBloomberg
- Tillis won't seek re-election after opposing Trump's megabillCNBC
- Trump Puts the Senate in Play in 2026Wall Street Journal
US II
China
Europe
Trade
Geopolitics
- How to win peace in the Middle EastEconomist
- Israel’s war with Iran is overEconomist
- U.S. strikes on Iran's nuclear sites set up hunt for missing uraniumReuters
- How Israel-Aligned Hackers Hobbled Iran’s Financial SystemWall Street Journal
- Trump calls for a deal on the Gaza war as signs of progress emergeCNBC
- Israel orders evacuations in northern Gaza as Trump calls for war to endReuters
Industries & companies
Corporate finance
Crypto
- Crypto Industry Moves Into the U.S. Housing MarketNew York Times