What I Am Reading
Tuesday, November 4, 2025
Markets
- Global stocks soften as Fed views diverge on rate-cut pathWall Street Journal
- Stocks wobble as yields slip and dollar firmsWall Street Journal
- Wall Street CEOs flag rich valuations, warn of a potential 10–20% pullbackBloomberg
- This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years AheadWall Street Journal
Credit
- Wall Street tightens diligence after loan-loss fraudsWall Street Journal
- PIK lending back in focus as stresses test creditBloomberg
Commodities
Central banks
US economy
US politics
- Senate looks to Election Day for an off-ramp; partial SNAP fundingWashington Post
- What’s at Stake as Trump’s Tariffs Go Before the Supreme CourtWall Street Journal
- NYC’s Mayoral Election is on Tuesday: Here’s What New Yorkers Need to KnowWall Street Journal
Europe
China
Japan
- Japan Is Overrun With Tourists. This City Wants More.Wall Street Journal
Mexico
- A Mayor’s Assassination Reignites Mexico’s Debate Over Confronting CartelsWall Street Journal
AI
- OpenAI signs $38bn multiyear cloud deal with AmazonWall Street Journal
- Amazon stock reaction and the OpenAI contractBarron's