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What I Am Reading

Friday, December 19, 2025

Markets

Tech Stocks, Oracle Lead S&P 500 Higher Amid Mass Options ExpiryBloomberg
Dow Rises; Japan Rate Hike Lifts SentimentWall Street Journal
Take Five: Ho-ho-holding on for Year-EndReuters

Credit & Central Banks

Private Credit Ratings Face Fresh Scrutiny From Global WatchdogsBloomberg
ECB Warns Banks on Excessive Use of Risk-Transfer DealsFinancial Times
China Set to Keep Loan Prime Rates Steady for 7th MonthReuters
Fed's Williams: No Rush to Cut Further After Three MovesWall Street Journal

Commodities

US Economy

GDP, Consumer Confidence, Jobless Claims: What to Watch Through Year-EndWall Street Journal
Philadelphia-Area Factory Activity Falls FurtherWall Street Journal

China

Dashed Dreams and Land Grabs: The Rise of Rural Protests in ChinaGuardian

AI

OpenAI's New Fundraising Could Value Startup at Up to $830 BillionWall Street Journal
AI Boom Drives Data-Center Dealmaking to Record HighReuters

Trade & Geopolitics

Corporate Finance

IRS Takes a New Shot at Meta's Foreign Tax StrategyWall Street Journal

US Inflation Rate YoY (November 2025)

over the year. Source:BLS Consumer Price Index BLS CPI Technical Notes / News Release).

UK Inflation Rate YoY (November 2025)

. Source:Office for National Statistics.

Japan Inflation Rate YoY (November 2025)

. Source:Statistics Bureau of Japan

Germany ifo Business Climate (December 2025)

. Source:ifo Institute.

Japan BoJ Interest Rate Decision (December 2025)

es remain significantly negative. Source:Bank of Japan Monetary Policy Statement.
stance and balance-sheet runoff. Source:ECB Monetary policy statement & press conference.

UK BoE Interest Rate Decision (December 2025)

. Source:Bank of England Monetary Policy Summary & Minutes