What I Am Reading
Thursday, October 30, 2025
Market
Central banks
- Fed Divisions Reveal New Caution Over Continued CutsWall Street Journal
- The Federal Reserve Is ‘Driving in a Fog’Wall Street Journal
- How the Fed rate cut may widen the generational wealth gapCNBC
- ECB keeps rates unchanged as economy holds up for nowReuters
- The ECB and Fed Are Going in Different Directions. Can It Last?Wall Street Journal
- Powell says AI different from dotcom bubble, major source GDP growthCNBC
AI
- AI boom drives trillion-dollar tech valuations and record bets on chipmakersReuters
- OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuationReuters
- Tech leaders boost AI spending, but Alphabet's cash flow wins investor favorReuters
- Meta Still Has a Lot to Prove in AI RaceWall Street Journal
- Meta Shares Fall on Accelerating AI Spending Despite Record RevenueWall Street Journal
- Memory-Chip Makers Are Enjoying a Boom to Remember, Thanks to AIWall Street Journal
US politics
Geopolitics & trade
- Trump cuts fentanyl tariffs on China to 10% as Beijing delays rare earth curbsCNBC
- Trump-Xi 'amazing' summit brings tactical truce, not major resetReuters
- Despite expectations, Trump did not discuss Nvidia's Blackwell chip with XiReuters
- Trump, South Korea Reach Terms on Trade DealWall Street Journal
- Trump tells Pentagon to immediately resume testing US nuclear weaponsReuters
- As China Raises Pressure, U.S. to Support Seoul in Building Nuclear-Powered SubWall Street Journal
Industries & companies
- Financials:BlackRock Stung by Loans to Business Accused of ‘Breathtaking’ FraudWall Street Journal