What I Am Reading
Monday, September 22, 2025
Markets
Central banks I
- The Fed cut its interest rate, but mortgage costs went higherCNBC
- Powell’s Fed Sees Cuts Through 2025. But All Bets Are Off in 2026.Barron's
- Fed Officials Are Divided in Their Interest-Rate Outlook. How to Make Sense of the ‘Dot Plot.’Barron's
- Wall Street Bets Rates Will Drop Much More Than the Fed’s ForecastsWall Street Journal
- America’s monetary policy risks getting too looseEconomist
Central banks II
US
Europe
India
- Setting Up a Business in India Is Hard. Leaving Is Even Harder.Wall Street Journal
- India could be a different kind of AI superpowerEconomist
Geopolitics & trade I
- World summit to meet on two-state solution as support grows for Palestinian stateReuters
- How Israel is losing AmericaEconomist
- South Korea's President Lee says US investment demands would spark financial crisisReuters
- Putin offers Trump a temporary nuclear arms control deal that would extend status quo by one yearReuters
- North Korean Leader Kim Jong Un’s Proposition to Trump: Let’s Talk—but Not About NukesWall Street Journal
Geopolitics & trade II
- Trump’s U.N. Speech to Tout Achievements at a Place Where He Has Given Up InfluenceWall Street Journal
- The U.S. Is Forfeiting the Clean-Energy Race to ChinaWall Street Journal
- TikTok Deal: The Investors, Algorithm Changes and User Data ExplainedWall Street Journal
Industries & companies
Corporate finance
- U.S. Investors Are Flush With Cash, and Happy to Keep It ThereWall Street Journal
- IPO Stocks: What You Should Know Before BuyingBarron's
AI
- AI Agents Arrive at CitiWall Street Journal
- The Guardian’s New Pitch to Americans—It’s Not Just About TrumpWall Street Journal
- Apple now controls all core iPhone chips, prioritizing AI workloadsCNBC
Beyond markets
- The Rush to Return to the Office Is StallingWall Street Journal