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What I Am Reading

Tuesday, September 9, 2025

Markets

Are We Due for Another Financial Bubble? What History Teaches Us About Market CrashesWall Street Journal
Wall St pauses near record highs after job revisions keep rate cut bets intactReuters
Indonesia: Prabowo’s Removal of Finance Minister Indrawati Set to Rattle MarketsBloomberg

Central banks

US I

US II

Inflation Erased U.S. Income Gains Last YearWall Street Journal
JPMorgan CEO Jamie Dimon says the economy 'is weakening'CNBC
The Renewed Bid to End Quarterly Earnings ReportsWall Street Journal

Europe

Macron’s Reward for Cutting French Taxes: Sluggish Growth and a Political CrisisWall Street Journal
French Industrial Output Retreated in JulyWall Street Journal
'The party is over' as European carmakers face tariffs and a price war in ChinaReuters

China

Doing business in China? Factor in deflationCNBC

Trade

Trump tariff refunds possible as Supreme Court fight loomsCNBC
Trump’s Auto Tariffs Starts to BiteWall Street Journal

Geopolitics

Industries & companies

Healthcare:Healthcare’s Steady Job Growth Is Keeping a Weakening Labor Market Afloat—but for How Long?Wall Street Journal

Corporate finance

Musk's pay package: How does Tesla get to $8.5 trillion in value?Reuters

Artificial Intelligence