What I Am Reading
Monday, September 29, 2025
Markets I
Markets II
- US equity funds draw weekly inflows as AI boost sparks renewed demandReuters
- The AI Boom Needs a Market for Compute, Just Like Oil and SpectrumBloomberg
- The Credit Market Is Humming—and That Has Wall Street On EdgeWall Street Journal
- Bond Traders Say Rally Hinges on Jobs Data at Risk From ShutdownBloomberg
Commodities
- Exclusive: OPEC+ plans another oil output hike in November, sources sayReuters
- The Slow Demise of Russian OilWall Street Journal
US I
- Trump to Meet Democrats With Both Sides Dug In on ShutdownBloomberg
- Government shutdown: State of play as deadline loomsCNBC
- Trump threatens firings of federal workers if government shuts downCNBC
- Trump could invest in these miners after MP Materials, Lithium AmericasCNBC
- NYC Mayor Adams Exits Race, Warns Against Vote for ‘Chaos’Bloomberg
US II
China
Geopolitics & trade
- Xi Is Chasing Huge Concession From Trump: Opposing Taiwan IndependenceWall Street Journal
- Russia Hits Ukraine With Massive Overnight AttackWall Street Journal
- Trump meets Netanyahu for pivotal talks on Gaza peace proposalReuters
- JD Vance Trump TikTok China ByteDanceCNBC
- Trump says US to impose 100% tariff on movies made outside the countryReuters
Industries & companies
- Tech:Nvidia Predicts Cooler Growth After Sales RecordWall Street Journal
Technology
- 9 Technologies That Transformed Investing—From the Telegraph to AIWall Street Journal