Morning News: February 2, 2026

South Korea Exports Off to Strong Start in 2026

Squeezed Between Trump and China, India Looks for Faraway Friendships

Britain’s China Engagement Is a Message to America

China Has Withstood the Export Restrictions That Hold the U.S. Back

How China Uses a ‘National Team’ to Influence Trading

Luxury Brands Need a Comeback in China. They Shouldn’t Count on It.

Japan PM Takaichi Must Face Bond Investors Before Winning Over Voters

The Effects of Tariffs, One Year Into Trump’s Trade Experiment

The Key to Managing Tariffs: Be Big and Have the President’s Ear

There’s a Perception Gap With the U.S. Economy

Gold Plunge Deepens as Traders Unwind ‘Crowded’ Bets on Rally

Rookie Trader’s Rapid 84% Wipeout Shows Depth of China Gold Bust

Meet the Young Men Rushing Into Betting Markets

Private Credit Is Headed for a Software Shock

Warsh’s Return Revives Tensions Over the Fed’s $6.6 Trillion QE Hangover

Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another.

Kevin Warsh’s Three Tasks: Shrink the Fed, Tame Inflation, Manage the President

A Hawk or a Dove? Understanding Kevin Warsh

U.A.E. Firm Quietly Took Stake in the Trump Family’s Crypto Company

Will the Spirit of 1976 Come to 2026?

Move Fast, but Obey the Rules: China’s Vision for Dominating A.I.

Trump’s UAE Chip Deal Is a National Security Risk

AI Could Vastly Improve Healthcare While Bringing Down Its Costs

Oracle to Raise Up to $50 Billion in 2026 for Cloud Buildup

Target’s New C.E.O. Faces Hometown Crisis as He Begins Turnaround Effort

French Firm to Sell Division That Helps ICE Track Immigrants

Metals Traders Lose at Least $144 Million as ‘Hat’ Flees China

The Hottest Commodity in the Mining Business: American Generals

Carvana’s Red-Hot Growth Runs on a Cycle of Borrowed Money

Building Suppliers’ Earnings Hurt by US Shutdown, Storm Reprieve

Snow Drought in the West Reaches Record Levels

Western Ski Resorts and Their Terrible, Horrible, No Snow, Very Bad Year

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Posted by Eddy Elfenbein on February 2nd, 2026 at 6:11 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.