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What I Am Reading

Tuesday, November 11, 2025

Markets

Stocks Rallied Through Shutdown; Wall Street Eyes More GainsBloomberg
China’s Stocks are Flying as Beijing Doubles Down on Tech. Economy Is Still Struggling.Barron's

AI

Investor angst over Big Tech's AI spend spills into bond marketFinancial Times
The AI Cold War That Will Redefine EverythingWall Street Journal
AI Is Upending Jobs. Corporate Tech and HR Are Teaming Up to Figure It Out.Wall Street Journal
Anthropic Is on Track to Turn a Profit Much Faster Than OpenAIWall Street Journal

Commodities

Central Banks

US Economy

How Much Did the Government Shutdown Hurt the Economy? It’s Hard to Work Out.Wall Street Journal
Shutdown leaves a mark on consumers; sentiment near record lowsWashington Post

US Politics

Senate Passes Spending Bill to End Government ShutdownWall Street Journal
'Schumer is no longer effective': Dems outraged over shutdown dealNY Post

Europe

Euro zone investor morale worsens more than expectedReuters

Geopolitics & Trade

Europe Is in a Gray Zone Between War and PeaceWall Street Journal
China Hatches Plan to Keep U.S. Military From Getting Its Rare-Earth MagnetsWall Street Journal
Chinese goods 'dumping' started before tariffs, ECB study findsReuters

Industries & Companies

Pharma:Obesity Drugs Are About to Go Mass-MarketWall Street Journal

Corporate finance

SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI BetWall Street Journal

Demographics

The rise of singlehood is reshaping the worldEconomist