Morning News: August 4, 2025

Turkish Inflation Keeps Edging Down as Central Bank Primes More Rate Cuts

Swiss Inflation Edged Higher in July

Trump’s ‘Slap in the Face’ Puts Neutral Switzerland in Trade-War Crossfire

What’s It Like to Deal With Brutal U.S. Tariffs? Ask Malaysia.

Trump’s Trade War Targets Data as the New Enemy

The Stock Market Just Got a Sobering Reality Check

Wavering US Consumer and Job Market Show Risks to Economy

American Consumers Are Getting Thrifty Again

The Fed Was Right to Say No on Interest Rates

Trump Fired America’s Economic Data Collector. History Shows the Perils.

Trump Seeks Bigger Overhaul at Labor Statistics Bureau, Adviser Says

Job Description — Find Better Numbers, or Else

Why Mortgage Lenders Are Ignoring Trump’s Rollback on Home Appraisal Reviews

Dudley: The Fed’s Under Siege. It’ll Be Just Fine

Brokerages Retain September Rate Cut Bets After Soft Jobs Report

UBS to Pay $300 Million to Resolve US Mortgage Securities Cases

Jane Street India Trades Show Blurry Line Between Arbitrage and Market Manipulation

OPEC Plus Will Increase Oil Output

OPEC+ Supply Finale Teases a New Mystery for Oil Markets

China Is Choking Supply of Critical Minerals to Western Defense Companies

Boeing Defense Workers Go on Strike

Electric Air Taxi Company Plans to Acquire a Helicopter Business

Silicon Valley Enlists in the Business of War

Amphenol Strikes Big Broadband Deal in AI Boom

Is It Still Disney Magic If It’s AI?

The 20-Somethings Are Swarming San Francisco’s A.I. Boom

What Happens to AI Startups When Their Founders Jump Ship for Big Tech

Harley-Davidson Names Topgolf Leader as New CEO

For a Few CEOs, Pay Keeps Growing—by the Billions

Tesla Awards ‘Good Faith’ Shares to Musk Worth $29 Billion

Lilly’s Push to $1 Trillion Derailed by Trade Risks and Obesity Drug Speedbumps

The ‘Troublemaker’ Behind Netflix’s Biggest Gamble

Be sure to follow me on Twitter.

Posted by on August 4th, 2025 at 7:04 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.