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What I Am Reading

Monday, October 20, 2025

Markets

The Warning Signs Lurking Below the Surface of a Record MarketWall Street Journal
AI Is Driving Growth. But It Isn’t the Only Game in Town.Barron's
French Stocks Ignore the Political Debacle. How 9% Returns Are Possible.Barron's

Currencies & commodities

How China Took Over the World’s Rare-Earths IndustryWall Street Journal
Can Gold Prices Keep Rising? Depends if You Think This Time Is Different.Wall Street Journal
Debasing the 'debasement' tradeReuters
Trump’s India squeeze to push Russian oil further into the shadowsReuters

AI

Global

The rich world faces a painful bout of inflationEconomist

Central banks

US

White House Economic Advisor Hassett says shutdown could end this weekCNBC
Unemployment Claims Filed by Federal Workers Shoot HigherWall Street Journal
These Jobs Often Go Overseas. One Company Is Bringing Them to Rural America.Wall Street Journal

China

Industries & companies

Banks:Strong Earnings Can’t Paper Over Trouble SpotsBarron's
Banks:The alleged 'sweeping betrayal of trust' that rocked Zions bank and spooked Wall StreetCNBC
Consumer:Colgate Is an Antidote to AI-Dominated Markets. Why It’s Worth Buying Now.Barron's

Corporate finance

Geopolitics

Beyond markets

Louvre museum robbery: How thieves broke in and what they stoleReuters