Morning News: August 1, 2025

How the US Weaponized Pakistan Against India

Eurozone Inflation Holds Steady at Target, Leaving ECB in ‘Good Place’

Asia Manufacturing Outlook Marks Five-Year Low as Tariff Concerns Linger

Trump Tariff Blitz Unleashes Delayed Shock to Global Economy

Trump’s Tariffs: Where He Started, What He Threatened, Where He Ended Up

Switzerland Is Stunned by 39% U.S. Tariff, Among the Highest in the World

Cambodia Agrees to a Reduced Tariff and Breathes a Sigh of Relief

In a Country Trump Says Nobody’s Heard Of, Tariffs Bring Chaos

Tariffs Land on Taiwan Amid Tension With Washington

With New 40% Tariff, Trump Takes Aim at U.S. Dependence on China’s Factories

Stocks Tumble as Investors Grapple With the Rising Cost of Trade

The Anti-US Axis Isn’t Dead, Just Resting

Ritholtz: Might Tariffs Get “Overturned”?

Harm or Help? Why Companies Are Battling Tariffs Meant to Benefit Them.

Mere Permanency In the Tax Code Will Encourage Economic Growth

Trump Urges Fed Board to ‘Assume Control’ If Rates Not Cut

For Trump’s Harvard Deal, $500 Million Is Only a Starting Point

The Sanctuary Cities Ruling Is a Win for States’ Rights

Bitcoin Pulls Back to Three-Week Low After Record-Breaking July

Bridgewater Founder Dalio Sells His Remaining Stake in Firm

AXA Shares Slide After Currency Fluctuations Bite

The Nimbleness of Corporate America Is on Full Display

How Trump Let $1 Trillion Worth of Imports Escape His Tariff Hammer

Exxon, Chevron Surpass Estimates With Record Oil Production

Where Human Labor Meets ‘Digital Labor’

A.I. Researchers Are Negotiating $250 Million Pay Packages. Just Like N.B.A. Stars.

Amazon Falls as Profit Outlook, Cloud Growth Spook Investors

What Microsoft’s $4 Trillion Market Value Really Means

Apple Surprises Investors Worried That It Had Lost Its Touch

L3Harris Partners With Air Taxi Maker Joby on Military Aircraft

Etsy Turns From TV Ads Toward Search, With AI as the Wild Card

Be sure to follow me on Twitter.

Posted by on August 1st, 2025 at 7:03 am


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.