What I Am Reading
Monday, August 25, 2025
Markets I
Markets II
- Forget Trump and Powell. Just Bet on the Season.Barron's
- What Record Margin Debt Tells Us About Today’s Stock MarketWall Street Journal
- Tech Rally Shows Signs of Losing SteamWall Street Journal
Central banks
US I
- Tariffs Won’t Break the Economy. Corporate Shakedowns Might.Barron's
- Recession specials could be the latest sign of deteriorating consumer sentimentCNBC
- US business activity picks up in August, factories lead the way, survey saysReuters
- US New-Home Sales Exceed Forecast Following Upward RevisionBloomberg
- July home sales rise as prices approach inflection pointCNBC
US II
- Stagnant Job Market Is a Rising Risk for the U.S. EconomyWall Street Journal
- Rise in US jobless claims adds to signs of labor market softnessReuters
- How a Historic Immigration Drop Is Changing the Job MarketWall Street Journal
Europe
- German Business Sentiment Keeps Improving Despite Economic CloudsWall Street Journal
India
- How fair are India’s elections?Economist
Industries & companies
- Aerospace:Boeing in Talks to Sell China Hundreds of Planes as Part of U.S. Trade DealWall Street Journal
- Autos:Tesla faces U.S. auto safety probe over faulty crash reportingCNBC
- Autos:Surging Car Prices Push Buyers to Take Out Longer Auto LoansBloomberg
- Pharma:Fujifilm Holly Springs pharma factory readies open with J&J, RegeneronCNBC
- Retail:Walmart and Other Retailers Have Eaten the Cost of Tariffs. Now It Is the Consumer’s Turn.Barron's
Chips
- Trump says government will make deals like Intel stake 'all day long'CNBC
- How Trump Will Decide Which Chips Act Companies Must Give Up EquityWall Street Journal
- America’s fantasy of home-grown chipmakingEconomist
- The world’s biggest chipmaker needs to move beyond TaiwanEconomist
- Japan storms back into the chip warsEconomist
- And Now a New Tax on Patents?Wall Street Journal
Geopolitics & trade
- Who will America’s president listen to next on Ukraine?Economist
- Russia Covets This Ukraine Province Above All. These Maps and Charts Show Why.Wall Street Journal
- Canada PM Carney Touts ‘Productive’ Call With President Trump Over TradeWall Street Journal
- China’s Xi Jinping Reminds Tibet That Beijing Is in ChargeWall Street Journal
- The New Acronym Driving South Korea’s Summit With Trump: MASGAWall Street Journal