What I Am Reading
Monday, December 1, 2025
Markets
AI
- Investors expect AI use to soar. That’s not happeningEconomist
- AI Is Remaking Shopping. These Companies Are the Leaders.Barron's
- OpenAI's lead under pressure as rivals close the gapFinancial Times
- Buy Google Stock. Alphabet Has Been the Clear AI Winner.Barron's
- Google’s TPU Chip Takes AI by Storm, Hit Nvidia Stock. Everything to Know.Barron's
Commodities
- Oil rises after OPEC+ meeting maintains current outputReuters
- Gold edges up on prospects of Fed cutsWall Street Journal
Central Banks
US Economy
US Politics
- Congress opens inquiries into report U.S. targeted boat-strike survivorsWall Street Journal
Europe
Japan
China
- What China will dominate nextEconomist
- China’s property market is (somehow) worseningEconomist
- China's official PMI inches up but remains in contractionWall Street Journal
South Korea
Corporate Finance
Geopolitics
- After 'productive' Florida talks with Ukrainian negotiators, U.S. officials plan Russia tripWall Street Journal
- Now poorer countries are shutting the door on refugees, tooWall Street Journal
US Durable Goods Orders MoM (September 2025)
- billion. Source:U.S. Census Bureau
Canada GDP Growth Rate (QoQ, Q3 2025)
- on moderated the headline result. Source:Statistics Canada – The Daily
UK Autumn Budget 2025
- and departmental spending plans. Source:HM Treasury – Budget 2025
Germany GfK Consumer Confidence (December 2025)
- d economic expectations declined. Source:NIM – GfK Consumer Climate
France Inflation Rate YoY, Preliminary (November 2025)
- unchanged from October. Source:INSEE – CPI Flash Estimate
Italy Inflation Rate YoY, Preliminary (November 2025)
- unchanged from October. Source:ISTAT – Consumer Prices (Provisional)
Germany Inflation Rate YoY, Preliminary (November 2025)
- year over year. Source:Destatis – CPI Flash
- m secondary and tertiary sectors. Source:MOSPI/PIB – Quarterly GDP Estimates