What I Am Reading
Friday, December 12, 2025
Markets
Credit
Commodities
Central Banks I
- Fed Cuts Rates Again, Signals It May Be Done for NowWall Street Journal
- Fed's Fractured Vote Signals Trouble Ahead for Future Rate CutsWall Street Journal
- The left-field risk for 2026 is rates going upReuters
- Fed's Goolsbee: dissent favored waiting for more dataReuters
- Fed to launch $40bn Treasury-bill buying to ease money-market strainsFinancial Times
Central Banks II
- BlackRock warns Japan risks "behind-the-curve" BOJ tighteningReuters
- BOJ to hike rates to 0.75% in Dec, 1.0% by next Sept, majority saysReuters
- How is the ECB proposing to streamline bank rules?Reuters
- ECB to quiz 110 banks on geopolitical risk impactsReuters
- India inflation ticks up from record low; scope for another RBI cutReuters
US Economy
US Politics
- Democrats' bid to extend enhanced ACA subsidies fails in SenateWall Street Journal
- Trump signs executive order to curtail state AI lawsWall Street Journal
- US House backs massive defense policy bill, Senate nextReuters
Europe
Japan
China
Geopolitics
Trade
AI
Beyond Markets
(for December 11)
- higher. Source:Office for National Statistics