What I Am Reading
Friday, September 12, 2025
Markets I
- Dow Rallies Above 46000 for the First TimeWall Street Journal
- European shares slip as healthcare stocks weigh, France in focusReuters
- Global Stock Markets Mostly Rise After S&P 500, Nasdaq Hit Record HighsWall Street Journal
Markets II
- How government debt stress could roll across world marketsReuters
- Rising G7 debt back at centre of bond market stormReuters
- BlackRock Says Fiscal Fears in Global Bond Markets OverblownBloomberg
- Treasury Yields Fall Amid Sticky Inflation, Rising LayoffsWall Street Journal
- US dollar bears think record slide may resume after recent pauseReuters
Oil
- OPEC sticks to oil demand forecasts, says economy doing wellReuters
- IEA Further Lifts Oil Supply View, Pointing to Larger Surplus AheadWall Street Journal
- Crude oil to be driven longer-term by supply-demand mismatch, geopoliticsReuters
- Europe succumbs to US ‘energy dominance’ at its own riskReuters
- Exclusive: EU could quit Russian gas within a year, US energy chief saysReuters
- Oil Giant Saudi Arabia Is Emerging as a Solar PowerWall Street Journal
Central banks
- Fed's fear meter may be pointing to stagnation, rather than stagflationReuters
- Firm Inflation, Soft Jobs Data Pull Fed in Opposing DirectionsWall Street Journal
- Fed seen on track for rate cuts as job worries eclipse inflation fearsReuters
- The Bizarre Sprint Ahead of Next Week’s Fed MeetingWall Street Journal
- The Fed Official Who Called the Jobs Slowdown and Became a Candidate for ChairWall Street Journal
- Traders raise bets that the ECB is done cutting ratesReuters
US
- Sorry, Inflation Still LivesWall Street Journal
- Here’s the inflation breakdown for August 2025 — in one chartCNBC
- Trump tariffs, inflation push early holiday shopping seasonCNBC
- Mortgage Rates Are at an 11-Month Low. Will That Save This Housing Market?Wall Street Journal
- U.S. Population Growth Will Slow Even More, CBO SaysWall Street Journal
- Trump: National Guard going to Memphis next to address 'crime'CNBC
Europe
Geopolitics
Trade
Industries & companies
- Consumer:If Pepsi Wants to Win, It Has to Play Coke’s GameWall Street Journal
- Retail:Weight-loss drug boom reaches clothing store rack as America resizesCNBC
- Tech:Tim Cook and Apple’s Design Team Explain the ‘Shockingly Thin’ iPhone AirWall Street Journal
- Trucking:California Trucking Firms Go Under, Fueling Wider Industry FearsWall Street Journal