What I Am Reading
Tuesday, October 14, 2025
Markets I
- AI Stocks Are in a Bubble, Most Investors Say in BofA SurveyBloomberg
- Is This an AI Bubble? OpenAI’s Spending Offers CluesBarron's
- Investors Don’t Fear the Shutdown. Maybe They Should.Barron's
- Rare earth stocks rally amid renewed U.S.-China trade disputeCNBC
- China targets five U.S. subsidiaries of South Korea's Hanwha Ocean, sending shares down 8%CNBC
Markets II
- The Great Debasement Debate Is Rippling Across Global MarketsBloomberg
- Global government bonds rise as Trump slaps new 100% tariffs on ChinaCNBC
- Long Treasury yields to stay elevated as inflation, debt pressures blunt Fed easing: Reuters pollReuters
- Gold’s Rally Reflects the U.S. Budget Deficit. Neither Is Ending Soon.Barron's
Global
Central banks
US
- The New York City Office Market Is Roaring Back, and It’s Pricier Than EverWall Street Journal
- To Find Workers, Hospitals Are Training TeenagersWall Street Journal
India
- What rich Indians fearEconomist
China
Europe
Japan
Trade
Geopolitics
Industries & companies
- GM Takes $1.6 Billion Charge on EV PullbackWall Street Journal
- Autos:New vehicle prices top $50,000 amid rising auto loan delinquenciesCNBC
- Banks:U.S. Banks Missed Warning Signs on Tricolor. Now, Their Losses Are Adding Up.Barron's
- Media:Disney CEO succession: Why co-CEOs may be a bad ideaCNBC
- Instagram to Limit Content for Teenage Users Based on PG-13 RatingsWall Street Journal