What I Am Reading
Monday, August 4, 2025
Markets
- Strong Earnings Can’t Save the Stock Market from Jobs and TariffsBarron's
- Japan Stocks Set to Drop After US Jobs Data Spark Growth WorriesBloomberg
- US equity funds see weekly inflows on trade deal optimismReuters
- Oil slips after OPEC+ agrees to hike output in SeptemberReuters
- Bond Market’s Pain Trade Turns to Payoff on Jobs ShockBloomberg
Central banks
- Trump Will Remake the Fed. Lower Rates Are Just the Start.Barron's
- Can Trump Lower Interest Rates by Replacing Fed's Powell?Bloomberg
- Fed Governor Kugler is resigning, giving Trump a nominee on committee that sets interest ratesCNBC
- BOE Is Probably About to Cut Rates Despite a Spike in InflationBloomberg
Tariffs & trade
US
- Unemployed Americans Endure Longer Job Searches in a Cooling MarketWall Street Journal
- Job Growth Isn’t What It Seemed in May and June. Here’s Why.Barron's
- Weak Jobs Report Signals Stagflation. Blame Tariffs.Barron's
- Trump White House struggles to justify firing of BLS chiefCNBC
- The Healthcare Tab for Retirees Keeps Growing. How to Prepare.Barron's
China
Geopolitics
- China Invasion Fear Has Taiwan Defense Volunteers Training With Airsoft GunsBloomberg
- China's independent oil firms elbow into Iraq's majors-dominated marketReuters
- France’s top general says Russia could attack in five yearsEconomist
- In recognizing Palestine, Britain and France won’t advance peaceEconomist
- Top Trump aide accuses India of financing Russia's war in UkraineReuters
Industries & companies
- Consumer:How Walmart, Kroger, and Other Food Titans Are Reinventing Snacks.Barron's
- Tech:Microsoft Is an AI Darling, but Its Core Businesses Are Booming TooWall Street Journal
Corporate finance
- It’s a Scorching Hot Summer for Deals on Wall Street. Vacation Can Wait.Wall Street Journal
- M&A Is Back. These Stocks Could Be Targets.Barron's
- The IPO Market Is Heating Up. Just Ask Figma.Barron's
- Amphenol Nears Big Broadband Deal in AI BoomWall Street Journal
Artificial Intelligence
- The AI Boom’s Hidden Risk to the EconomyWall Street Journal
- AI Is Coming for the Consultants. Inside McKinsey, ‘This Is Existential.’Wall Street Journal
- Trump’s AI Strategy Against China Gets Its First Big Test at APEC Meeting in South KoreaWall Street Journal