Morning News: July 15, 2025

Israel and Iran Usher In New Era of Psychological Warfare

Tariffs, China Deflation Cloud South Africa CPI, Kganyago Says

China Says Its Economy Held Up Under Trump Tariff Attack

China’s Cutthroat Industrial Price Wars Are Here to Stay

China’s GDP Beat Masks Fragile Demand, Sparking Outlook Concerns

America’s Biggest Rare-Earth Producer Makes a Play to End China’s Dominance

Trump’s 50% Copper Tariffs Jolt US Market as Buyers Slash Imports and Delay Orders

Power Prices Are Expected to Soar Under New Tax Cut and Spending Law

Europe’s Factories Boosted by Tariff Frontrunning as August Deadline Looms

Inside One Company’s Prolonged Tariff Limbo

Americans’ New Tax Rates Depend on Who They Are and What They Do

Is the Dollar’s Era of Exorbitant Privilege Ending?

If the U.S. Ever Needs the ‘Printing Press,’ It Will Have No Debt

Bessent Says ‘Formal Process’ for Powell Successor Has Started

Bessent’s Interest Rate Bet Could Be a Big Loser

JPMorgan Profit Beats on Wall Street Rebound; Raises Interest Income Forecast

JPMorgan’s Surprise Dealmaking Gain Shows Tariff Fear Easing

At Vanguard, the Man From BlackRock Ushers in a Quiet Revolution

Walleye, Former Trader Spar Over Hedge Fund’s Non-Compete Terms

Nvidia Wins OK to Sell AI Chip to China Again After CEO Meets Trump

Elon Musk Floats a New Source of Funding for xAI: Tesla

Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes

Their Water Taps Ran Dry When Meta Built Next Door

AMD Says It Will Restart MI308 Sales to China After US Review

Federal Workers’ ‘Emotional Roller Coaster’: Fired, Rehired, Fired Again

PBS and NPR’s Last-Ditch Fight to Save Funding

The D.E.I. Industry, Scorned by the White House, Turns to ‘Safer’ Topics

Making Immigration Great Again

After Devastating Winter Losses, Another Threat Looms for U.S. Beekeepers

Another Casualty in the Tariff Wars: The Always-in-Season Tomato

Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets

Amazon Prime Day Is Past Its Prime

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Posted by Eddy Elfenbein on July 15th, 2025 at 7:11 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.