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What I Am Reading

Monday, November 3, 2025

Markets

Stocks extend rally ahead of Palantir; oil in focus after OPEC+ pauseBloomberg
What Investors Learned From Tech Earnings, in ChartsWall Street Journal

Commodities

Opec+ to pause oil output rises next year after warnings of glutFinancial Times

Credit

Systematic credit is still small, but hotFinancial Times

Central Banks

US

Europe

Europe’s Role Reversal: The Problem Economies Are Now Farther NorthWall Street Journal
Eurozone manufacturing stagnates in October (final PMI 50.0)Reuters
UK factories helped by Jaguar Land Rover reopening, PMI showsReuters

China

China's October factory expansion slows (private PMI)Reuters

Trade

Big manufacturing economies struggle as tariffs hit order booksReuters
How the U.S. Economy Has Defied Doomsday Predictions on TariffsWall Street Journal
Supreme Court won't stop tariffs, many levies likely to persistReuters
Microsoft gets U.S. approval to export Nvidia chips to UAEWall Street Journal

Geopolitics

Trump Says Xi Will Help Fight Fentanyl. Will China Follow Through?Wall Street Journal
Iran's supreme leader: no cooperation with U.S. while it backs IsraelReuters
Vietnam Is Building Islands to Challenge China’s Hold on a Vital WaterwayWall Street Journal

Corporate finance

Kimberly-Clark to Buy Tylenol Maker Kenvue in $40 Billion DealWall Street Journal
OpenAI, Amazon Sign $38 Billion Cloud DealWall Street Journal

Industries & companies

Retail:Chipotle’s Big Bet on Younger Consumers Is UnravelingWall Street Journal

AI

AI Really is Coming For the JobsWall Street Journal
Coca-Cola Injects ‘Holidays Are Coming’ Ads With an Upgraded Dose of AIWall Street Journal