What I Am Reading
Friday, August 15, 2025
Markets
- Stocks retreat after hot US inflation data shakes Fed rate cut hopesReuters
- Bitcoin hits fresh record as Fed easing bets add to tailwindsReuters
- Small caps rally as Magnificent 7 stocks roll over in market rotation
- The Magnificent 493The Big Picture
- Feeling FOMO about record stock prices? You’re not alone. That’s how market bubbles form.MarketWatch
Central banks
US I
- The US economy's key weak spots in five chartsReuters
- Wholesale Prices Rose at Fastest Rate in Three Years, PPI Data ShowWall Street Journal
- US producer inflation heats up as goods, services prices soarReuters
- Coffee and tea prices ramp up due to tariffsCNBC
- U.S. Jobless Claims Fell Last WeekWall Street Journal
- Mortgage Rates Slip to Lowest Level of 2025Wall Street Journal
- Don’t Blame AI if Your College Grad Can’t Find a JobBarron's
US II
Europe
Geopolitics & trade
- Trump says Alaska meeting may not end in immediate ceasefire, Putin will make a dealReuters
- Trump says Putin ready to make deal on Ukraine, US hopes to include ZelenskiyReuters
- Why is Putin talking about a new nuclear weapons treaty with the US?Reuters
- The Ukrainian Territory at the Core of Trump-Putin Talks, in Four MapsWall Street Journal
Industries & companies
- Pharma:US pharma tariffs likely weeks away as Trump plans for Alaska, sources sayReuters
- Restaurants:Cava, Chipotle, Sweetgreen report slower salesCNBC