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What I Am Reading

Monday, November 24, 2025

Markets

Stocks edge up, dollar dips as investors raise bets on December Fed cutReuters
Nasdaq Rises Nearly 2%; Google, Chip Stocks RallyWall Street Journal
Investors eye year-end turbulence amid AI and rate-cut doubtsReuters
Markets Last Week: Investor Jitters, Retail Rivalries, Nuclear AIWall Street Journal

Central Banks & Credit

Fed's Waller: December cut appropriate; January less certainReuters
The Fed's Next Interest-Rate Move Has Everyone GuessingBarron's
Japanese Policy Holds the Key to Global Markets, Not the FedBarron's
Flood of AI Bonds Adds to Pressure on MarketsWall Street Journal
30-Year Rates Rise to 6.33%Wall Street Journal

Commodities

Oil Extends Fall as Traders Assess Russia-Ukraine Peace Prospects, OversupplyWall Street Journal
JPMorgan Says Oil Could Drop Into $30s by 2027Oil Price

US

Economists see slightly faster U.S. growth in 2026; tariffs a key riskReuters
Everyone Is Talking About the 'Affordability Crisis.' It Can't Be Solved OvernightWall Street Journal

Europe

Geopolitics & Trade

Big Gaps Still Left to Bridge in U.S. Peace Plan for UkraineWall Street Journal
Trump Says Arms Are Going to TaiwanWall Street Journal
Trump weighing approval of advanced Nvidia chip sales to ChinaReuters

AI

AI Meets Aggressive Accounting at Meta’s Gigantic New Data CenterWall Street Journal