What I Am Reading
Tuesday, August 12, 2025
Markets
- Dow Rises After CPI Report Shows Inflation SteadyWall Street Journal
- S&P 500, Nasdaq at record highs as inflation rises moderately in JulyReuters
- Stocks rally, oil prices drop after modest US inflation data solidifies Fed rate cut expectationsReuters
- More Inflation, Less Growth, and Bubbly Stocks. Trouble Ahead?Barron's
Central banks
US I
- U.S. Small Businesses Brush Off Tariff FearsWall Street Journal
- Jobs data blasted by Trump seen by Fed officials as reason to cutReuters
- Cheaper gasoline restrains US consumer prices; worries about data quality riseReuters
- Inflation Held Steady at 2.7% in July, CPI Report ShowsWall Street Journal
- Cash held by US companies halved since 2021 amid high interest rates, data showsReuters
US II
- Trump's Oval Office chart charade can't hide the truth about the economyMSNBC
- Five (long-shot) ways to avert the looming U.S. debt disasterWashington Post
- Who Is the Heir to the MAGA Movement? Trump Keeps His Options OpenWall Street Journal
- Trump takes over DC police in extraordinary move, deploys National Guard in capitalReuters
Europe
- German Financial Confidence Falls on Trade-Deal FrustrationWall Street Journal
Geopolitics & trade
- What to Know About Trump’s Plan to Take 15% of AI Chip Sales to ChinaWall Street Journal
- China warns companies against using Nvidia and AMD chips, report saysCNBC
- With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade BattleWall Street Journal
- China Creates World’s No. 1 Shipbuilder, Driven by Rivalry With U.S.Wall Street Journal
- Russian troops advance in Ukraine ahead of Trump-Putin peace summitReuters
Corporate finance
- Corporate America’s Stock Buyback Spree: A Sign of Strength or a Red Flag?Wall Street Journal
- Perplexity Makes $34.5 Billion Offer for Google’s Chrome BrowserWall Street Journal
Artificial Intelligence
- AI Robs My Students of the Ability to ThinkWall Street Journal
Beyond markets
- White House to Vet Smithsonian Museums to Fit Trump’s Historical VisionWall Street Journal