What I Am Reading
Wednesday, July 2, 2025
Markets
- Dow jumps 400 points, S&P 500 closes flat as investors rotate out of techCNBC
- Clean energy stocks rise after tax on solar, wind removed from Trump billCNBC
- These stock-market sectors are telling us when the bull market will endMarketWatch
- Bond Markets ‘Highly Extended’ Long Position Faces Payrolls TestBloomberg
Central banks
US I
US II
- Trump’s megabill clears Senate, sending it back to HouseCNBC
- What’s in Trump’s One Big Beautiful Bill Passed by the SenateBloomberg
- Trump’s big beautiful bill: What’s actually in itVox
- Trump Tax Bill Hits Republican Resistance in House Ahead of VoteBloomberg
- Why Republicans are rushing to pass Trump's "big, beautiful bill"MSNBC
US III
- Small businesses central to economic comeback under Trump's tax reform planFOX
- Senate Republican tax bill passes 'SALT' deduction cap of $40,000CNBC
- 'Big, beautiful' bill could give a free pass for Big Tech to kill jobsFOX
- Senate 'big beautiful' bill touts tax help for seniors on Social SecurityCNBC
- Senate Republicans’ 'big beautiful' bill boosts child tax creditCNBC
Europe
- Eurozone Inflation Hits 2% Target, Raising Chance of ECB Rate HoldWall Street Journal
- Germany’s Jobless Rate Holds Steady Despite Signs of Labor-Market WeaknessWall Street Journal
Emerging
Industries & companies
- Autos:US Auto Sales Lose Steam After Tariff-Induced Shopping SpreeBloomberg
- Autos:Car Sales Cooled in June as Trump Bump FadesWall Street Journal
- Retail:The Battle to Keep Consumers Means Smaller Packs of Cookies and ChipsWall Street Journal
- Tech:The Tech-Stock Bargains Hiding in Nvidia’s ShadowWall Street Journal