What I Am Reading
Friday, August 8, 2025
Markets
- Investors game out market reaction to Fed chair replacement favoritesReuters
- Emerging Assets Gain on Positive Signals on Trade, Ukraine TruceBloomberg
- Dollar Softness to Relieve Pressure on Asia’s Currency DefendersBloomberg
- Stock buybacks are surging. Here’s why it matters to your portfolio.MarketWatch
- Trump signs order broadening access for alternative assets in 401(k)sReuters
- MSCI announces changes to equity indexesReuters
Central banks
Tariffs & trade I
Tariffs & trade II
- Trump says US to levy 100% tariff on imported chips, but some firms exemptReuters
- Trump Exempts Tech Companies That Invest in U.S. From 100% Chip TariffsWall Street Journal
- Apple details $100 billion U.S. spending expansionCNBC
- Apple Got the Jump on Tariffs, Deciding Years Ago to Make iPhones in IndiaWall Street Journal
- Apple's Tim Cook convinced Trump to drop made-in-USA iPhone — for nowCNBC
US
China
- China’s Exports Keep Defying Expectations With Accelerating Growth in JulyWall Street Journal
Europe
- German Exports to U.S. Fall for Third-Straight Month as Industry SlumpsWall Street Journal
India
- India’s Economy Faces Bumpy Road in Face of Steep Trump TariffWall Street Journal
Mexico
Geopolitics
- How Trump and Putin Reached a New Make-or-Break Moment on UkraineWall Street Journal
- Putin Says Meeting With Trump Could Be Held in U.A.E.Wall Street Journal
- Modi Plans China Trip, Lula Call as Trump Tariffs Strain US-India TiesBloomberg
Industries & companies
- Auto:Auto Industry Takes $12 Billion Hit From Trade WarWall Street Journal
Corporate finance
Artificial Intelligence
Beyond markets
- The BLS Isn’t Alone in Facing Economic Data Challenges; U.K. Has Them TooWall Street Journal
- Why Is Economic Data Disappearing?City Journal