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What I Am Reading

Friday, July 25, 2025

Markets

S&P 500, Nasdaq Composite Extend Record RunWall Street Journal
Why Japan’s Bond Market Has Investors WorriedBloomberg

Commodities

Gold Holds Dip as Traders Pare Rate Cut Bets on US Job StrengthBloomberg
Oil prices climb on US-EU trade optimism, Russian gasoline cutsReuters
Trump Administration Greenlights Chevron to Resume Pumping Oil in VenezuelaWall Street Journal

Central banks

Trump vs. Powell: Has Damage to Fed Already Been DoneBloomberg
Trump Says He Won’t Fire Powell Despite Bout of Bickering Over Renovation CostsWall Street Journal
Trump Fed visit: Powell pressure campaign ramps up
The More Trump Pressures the Fed, the Less Likely He Gets Lower RatesWall Street Journal

Tariffs & trade

Canada

Canada Retail Sales Look to Rebound After 1.1% Drop in MayWall Street Journal

Europe

U.K. Consumers Are Feeling Gloomier Amid Foundering Economy, Rising PricesWall Street Journal

Geopolitics & trade

Corporate finance

FCC Approves Paramount’s $8 Billion Merger With SkydanceWall Street Journal

Artificial Intelligence

Is AI Killing Google Search? It Might Be Doing the OppositeWall Street Journal
Jim Cramer says Big Tech is underspending on AI. Here's whyCNBC
Why Walmart Is Overhauling Its Approach to AI AgentsWall Street Journal

Technology