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What I Am Reading
What I Am Reading
Thursday, November 20, 2025
Markets
Investors Cheer Blockbuster Nvidia Earnings
Wall Street Journal
Why the Fed’s December rate decision isn’t the stock market’s biggest worry
MarketWatch
Why We Could Use a Good, Long Bear Market
Wall Street Journal
Central Banks
Fed Minutes: Many Officials Lean Against December Rate Cut
Bloomberg
Investors View December Rate Cut as Less Likely
Wall Street Journal
ECB Seen Holding Rates Through 2026: Reuters Poll
Reuters
PBOC Expected to Hold LPR for Sixth Month as Stance Turns Less Dovish
Reuters
Commodities
Russia Aims to Hit OPEC+ Quota by End-2025/Early-2026, Novak Says
Reuters
Credit
Market Stress to Shake Out Private Credit Firms, Says Fortress
Bloomberg
BlackRock Private-Credit CLO Fails Key Tests as Bad Loans Mount
Bloomberg
G20 Watchdog Backs Modernizing Rules, Eyes Stablecoins & Private Credit
Reuters
Dealers Rebuff NY Fed Push to Use Repo Facility, Strains Persist
Bloomberg
US
BLS Cancels October Jobs Report; Will Fold Into November
Bloomberg
SEC's Post-Shutdown Filing Backlog Risks Stalling US IPOs
Bloomberg
Europe
UK CPI Eases to 3.6% in October; BoE Cut Bets Firm
Reuters
Sterling Edges Lower After Softer UK Inflation
Reuters
Geopolitics
Trump Sends Pentagon Officials to Ukraine; Inside Ukrainian Corruption Probe
Wall Street Journal
White House Working With Russia on New Ukraine Peace Plan
Reuters
A Terrible American-Russian Proposal to End the War in Ukraine
Economist
US
Republicans Split Over Shutdown Bill Clause That Could Net Senators Millions
Bloomberg
Trump’s $2,000 Tariff Checks: The Backdoor UBI Conservatives Should Fear
FOX
Industries & companies
Retail:
Home Depot’s business is stuck. That’s a bad sign for the economy
CNN
AI & Technology
AI agents aren’t replacing remote workers any time soon
The Hill
Are the Benefits of AI Worth the Risk of ‘White-Collar Bloodbath’?
US Weighs Executive Order to Preempt State AI Laws
Reuters
US Authorizes Exports of Advanced AI Chips to Saudi & UAE Firms
Reuters
Wednesday, November 19, 2025
Friday, November 21, 2025
