What I Am Reading
Thursday, July 31, 2025
Markets
Central banks
Tariffs & trade
- Trump's Aug. 1 tariff deadline: Those who have and have no dealCNBC
- Trump Unleashes Flurry of Tariff Deal Surprises on Eve of Trade DeadlineBloomberg
- Trump hits Brazil with 50% tariffs, excludes aircraft, OJ, energyReuters
- Trump extends Mexico's 25% tariffs for 90 days as talks continueCNBC
- Trump says US, India still negotiating after 25% US tariff threatReuters
- U.S.-Canada Trade Talks Dealing With Aluminum-Tariffs, Bessent SaysWall Street Journal
- US Importers Craving the Fine Print as Trade Deadline LoomsBloomberg
US I
- U.S. Economy Grew at 3.0% Rate in Q2, Largely Due to Trade SwingsWall Street Journal
- US inflation warms up in June as tariffs boost some goods pricesReuters
- Consumer companies confront tariff pricing dilemmaReuters
- The Condo Market Is Floundering: Four Charts That Explain the DownturnWall Street Journal
US II
Europe
- Eurozone Proves Robust as Joblessness Stays at Record LowsWall Street Journal
India
- India Is Losing Its Best and BrightestWall Street Journal
Geopolitics & trade
- Trump's envoy meets Netanyahu for Gaza aid, ceasefire pushReuters
- What Does Europe Recognizing Palestinian Statehood Really Mean?Wall Street Journal
- Logistics Giant DSV Hits Pause on U.S.-Mexico InvestmentsWall Street Journal
Industries & companies
- Airlines:I’m Calling It. Southwest’s New Seat Policy Is Just a Money Grab.Wall Street Journal
- Retail:Labubus are getting U.S. consumers hooked on Pop MartCNBC
Corporate finance
- AI Finance App Ramp Is Valued at $22.5 Billion in Funding RoundWall Street Journal
Artificial Intelligence
- How China Is Girding for an AI Battle With the U.S.Wall Street Journal
- Big Tech may be breaking the bank for AI, but investors love itReuters
- The AI Company Capitalizing on Our Obsession With ExcelWall Street Journal
- What if we spend $3 trillion on data centers no one needsFinancial Times
Technology
- Aurora Innovation’s Self-Driving Trucks Traveling Texas Highways at NightWall Street Journal