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What I Am Reading
What I Am Reading
Monday, October 6, 2025
Markets I
The bubble in people searching for 'AI bubble' has burst— what that means for the stocks
CNBC
Bulls Seen Piling Into Emerging Markets as Momentum Returns
Bloomberg
Bitcoin hits all-time high above $125,000
Reuters
Markets II
Why Corporate Bonds Are on a Tear
Wall Street Journal
Bond Traders Dare to Go Longer Before 4% Yield Disappears
Bloomberg
OPEC+ opts for modest oil output hike as supply glut fears mount
CNBC
Central banks
Takaichi win as Japan leader may delay, not derail, BOJ rate hikes
Reuters
US
Trump’s Team Hones Message on Economy: Just Wait Until 2026
Wall Street Journal
‘There will start to be layoffs’ if Trump decides shutdown talks have stalled, Hassett says
CNBC
How Trump’s Policies Threaten Pittsburgh’s Universities, Hospitals and Recovery
Bloomberg
Japan
Japan’s Ruling Party, Following Global Trend, Veers Right
Wall Street Journal
Geopolitics
Israel Hamas Egypt ceasefire talks
CNBC
Gazans long for end to war, Rubio says not yet
Reuters
Netanyahu faces far-right backlash as Trump presses to end Gaza war
Reuters
Industries & companies
Manufacturing:
Sharpie Found a Way to Make Pens More Cheaply—By Manufacturing Them in the U.S.
Wall Street Journal
Taylor Swift's 'The Life of a Showgirl' album release party box office
CNBC
AI & technology
Eliezer Yudkowsky, Nate Soares Argue AI’s Endgame Is Human Extinction
Bloomberg
Google, OpenAI Use Math Contests to Prove AI Progress
Bloomberg
OpenAI Stargate data center buildout infrastructure lead Keith Heyde
CNBC
Beyond markets
Prologis, Amazon and Meta sign low-carbon concrete pact
CNBC
Big market loser if Trump, SEC end quarterly reporting isn't investors
CNBC
Saturday, October 4, 2025
Tuesday, October 7, 2025