Morning News: September 11, 2025

China’s $4.5 Trillion Flows Mark Potential New Era for the Global Economy

China Mulls Helping Local Governments With $1 Trillion of Bills

How the Last Two Weeks Shook the World Order

In South Korea and Japan, Fury at U.S. Fuels Backlash Over Trade Deals

Mexico to Impose Import Tariffs to Bolster Industry

Mexico Tariffs Give Japan’s Carmakers an Edge Over Korean Rivals

Indonesia’s New Finance Chief Vows $12 Billion Boost for Economy

Philippines Central Bank Doesn’t Try to Move in Lockstep With Fed

Turkey’s Central Bank Cuts Interest Rate for Second Straight Meeting

Trump’s Economic Agenda Hinges on the Supreme Court’s Tariff Ruling

Bond-Market Bets on Deep Fed Cuts at Risk From Hot CPI Data

The Bizarre Sprint Ahead of Next Week’s Fed Meeting

Wall Street’s Race for Stablecoin Talent Sends Pay Soaring

Citi CEO Sees More Dealmaking With US Recession Unlikely

US Dollar Bears Think Record Slide May Resume After Recent Pause

Ray Dalio Suggests Gold as Shield for US Markets at Risk of Heart Attack

Subprime Auto Lender Collapse Delivers Blow to Risky Debt Market

The Hyundai Plant ICE Raid Proves Immigration Laws Need Fixing

Oil Giant Saudi Arabia Is Emerging as a Solar Power

The Oil Majors Fueling Heat Waves

IEA Further Lifts Oil Supply View, Pointing to Larger Surplus Ahead

The Myth of Peak Fossil-Fuel Demand Is Crumbling

Rushing to Meet AI’s Energy Needs: Oil-Field Servicers

Oracle, OpenAI Sign $300 Billion Cloud Deal

Oracle’s Ellison Now Rivals Musk as World’s Richest Person. See How Their Wealth Compares.

For Apple, SIM Cards Are the Next Headphone Jack

Inside the Effort to Make EVs Roar Like Real Sports Cars

How ‘Severance’ and ‘The Pitt’ Sum Up the TV Business

Be sure to follow me on Twitter.

Posted by on September 11th, 2025 at 7:02 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.