Morning News: December 1, 2025

China Manufacturing Gauge Shows Slightly Firmer Growth Momentum

China Tells Stats Providers to Halt Home Sales Data Publication

A Historic Housing Disconnect Is Forcing Prices Down

Trump’s Assault on the WHO Is Forcing Radical Reform

A Needless Barrier Between Patients & High-Quality Care

Social Security Disability Needs New Data, Not New Policies

The Duty to Disobey Unlawful Orders Was America’s Idea

Bitcoin Plunges to Below $86,000 in Risk-Off Start to December

Where Do Fed Voters Stand on a December Rate Cut?

Blue Owl’s Teachable Moment for Investors and Asset Managers Chasing Yield and ‘Hot Money’

Private Credit ‘Hysteria’ Will Get Very Real Next Year

The $260 Billion Mom-and-Pop Funds Distorting the Credit Market

Donald Trump Has Blocked a Big IRS Grab For Power

Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends

Apple’s iPhone Eviscerates The Federal Reserve’s Phillips Curve

America’s Tariffs Jolted the Global Economy. Its AI Spending Is Helping Save It.

SoftBank’s Son ‘Cried’ About Nvidia Stake Sale to Fund AI Bets

Striking at the Legal and Conceptual Core of ‘Woke AI’

Three Mile Island’s Nuclear Revival Pits Those Who Fled Against Job Seekers

The ‘Game Changing’ Cat Bond Incentivizing Adaptation

There’s Too Much Oil. Who Are the Winners and Losers?

American Consumers Lose Patience With High Car Prices

For These Businesses, U.S. Tariffs Are a Price Worth Paying

Two Retail Chiefs Take Stock of a Make-or-Break Holiday Shopping Season

Gen Z Shoppers Aren’t Spending Like Retailers Need Them To

People Are Ordering Smaller Pizzas and Fewer Toppings. What Does That Tell Us?

America Loves a $13 Lunch Bowl. Don’t Bet Against It.

Get Ready, America: Here Come China’s Food and Drink Chains

Cartier Is Gen Z’s Rolex, Thanks to Taylor Swift

Nvidia’s AI Primacy Suffers Hit From Bubble Believers

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Posted by on December 1st, 2025 at 7:06 am


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