What I Am Reading
Thursday, August 28, 2025
Markets I
- Investors’ Bets on Nvidia Lift the S&P 500 to Another All-Time Closing HighWall Street Journal
- Even Nvidia Has Speed LimitsWall Street Journal
- Emerging-Market Stocks Fall for Third Day as China Shares DropBloomberg
- For bruised bond markets, turbulence persists as debt sales ramp up againReuters
- Bond Market Bonanza Leaves Investors With Razor-Thin Safety NetBloomberg
- Japan’s ‘Value Trap’ Bond Market is Chewing Up Foreign InvestorsBloomberg
Markets II
- India’s Russian oil imports set to rise in September in defiance of USReuters
- Dollar Faces Competition as Trump Redefines Trade OrderBloomberg
- Dollar Anxiety Has Boosted Euro, But Policymakers Face More ChallengesBloomberg
- Dollar steadies as September Fed cut bets ramp upReuters
- Taylor Swift engagement: Businesses, markets respond to post with Travis KelceCNBC
Central banks
US
Europe
- Eurozone’s Economic Outlook Worsens Amid U.S. Tariffs, Domestic PressuresWall Street Journal
- Euro zone lending growth edges up to new 2-year highReuters
- Europe’s July car sales rise most since April 2024, BYD ahead of TeslaReuters
- France's latest budget crisis poses risk to defense investment pledgesCNBC
- The U.K. Tried to Clamp Down on Migration—and Wound Up With an Unprecedented WaveWall Street Journal
Trade
Geopolitics
- All NATO members hit old spending target, only three meet new goalReuters
- Europeans to initiate UN sanctions process on Iran, diplomats sayReuters
- The 'land swap' that wasn't: Inside Trump's frantic dash for Ukraine peaceReuters
- Three Accused of Stealing TSMC Chip Secrets to Aid Japan’s Tokyo ElectronWall Street Journal
- Kim and Putin to Join Xi in Show of Unity at Beijing Military ParadeWall Street Journal