What I Am Reading
Tuesday, July 1, 2025
Markets I
Markets II
- Oil edges down on easing Middle East risks but gains for a second monthReuters
- Trump's 'big, beautiful' bill set to further tarnish Treasuries' lustre overseasReuters
- US Treasury Hacks Exposes Pattern of Federal Security Missteps, Report FindsBloomberg
- US Dollar Index (DXY) Slumps 10.8% in Biggest First-Half Loss Since 1973Bloomberg
- Euro Hits Strongest Since 2014 Against Yuan as Rally ContinuesBloomberg
Central banks
US I
- Republicans’ Effort to Pass Megabill Stretches Into a New DayWall Street Journal
- Trump, GOP Rush to Overcome Internal Fights on One Big Beautiful BillBloomberg
- Clean energy industry faces major tax hike under Trump bill, trade group saysCNBC
- The Great Budget Baseline ConWall Street Journal
- Trump bill helps wealthy, hurts low earners: Yale reportCNBC
- A ‘Revenge Tax’ Victory for CongressWall Street Journal
US II
- US prices for China-made goods on Amazon rise faster than inflation, analysis shows, as tariffs biteReuters
- Trump Wants to Expand Nuclear Power. It Won’t Be Easy.Wall Street Journal
- US energy firms eye new Northeast natgas pipelines, buoyed by Trump and demand outlookReuters
- Zohran Mamdani says 'I don't think we should have billionaires'CNBC
China
- China PMI Signals Continued Decline in ManufacturingWall Street Journal
Europe
- Eurozone National Debt Issuance Rises as Defense Spending SwellsWall Street Journal
Japan
- Japan Factory Output Rose in May, But Tariffs Cloud OutlookWall Street Journal
Trade
- EU to Accept Trump’s Universal Tariff but Seeks Key ExemptionsBloomberg
- Trump complains about US-Japan trade talks as Bessent warns of higher tariffsReuters
- Trump digital services taxes dispute: Canada caved, White House says
- France's Macron calls tariffs imposed by powerful countries a form of 'blackmail'Reuters
Geopolitics
Industries & companies
- Retail:Netflix to open entertainment/retail destinations at two malls in late 2025Chain Store Age