Morning News: September 16, 2025
Posted by Eddy Elfenbein on September 16th, 2025 at 7:04 am

China Is Longing for the ‘Beauty of the Boom Years’

How China Is Weathering the Trade War With Trump

Eurozone Industrial Production Rebounded in July Despite Tariff Uncertainty

Extortion Gangs Are Circling Peru’s Ambitious $1.3 Billion Megaport

BLS Resumes Hiring of Price Checkers

Bessent Jokes About Hamilton-Burr Duel When Asked About Pulte

Fed Meeting Set to Bring Together Trump Ally With Targets of President’s Ire

Senate Votes to Confirm Trump Pick Stephen Miran to Fed Board

Appeals Court Rejects Trump Request to Remove Fed Governor Lisa Cook

The Fed Should Move Slowly and Make No Promises

Fed Dissent Is Going to Raise Some Uncomfortable Questions

To Be a Fly on the Wall at This Fed Meeting

Earnings Reports Don’t Need to Be Quarterly

Best Business School Rankings 2025-2026

The CEO Guide to Getting What You Want Out of Trump

The Quiet Force Imperiling Our Booming Stock Market

Citi Forecasts Ether’s Year-End Target at $4,300

Santander’s Openbank Launches Crypto Trading For Retail Clients

US Judge Upholds Fed’s Debit Card ‘Swipe Fees’ Rule, in Split with Other Court

Mutual Fund Titans Plowed Into Private Markets. It Isn’t Working

Basic Market Logic Tells Us the Middle Class Won’t Pay Off the National Debt

Trump Files $15 Billion Lawsuit Against New York Times

On the Matter of Antitrust, There’s a Crucial Split Within MAGA

How Wall Street’s Big Bets on A.I. Are Driving Interest in Huge Parking Lots

Tesla Faces US Auto Safety Investigation Over Door Handles

Tesla Shares Rise on Elon Musk’s $1 Billion Stock Purchase

Jack Ma Returns With a Vengeance to ‘Make Alibaba Great Again’

Top 10% of Earners Drive a Growing Share of US Consumer Spending

The New Pitfall of Online Shopping: A Surprise Tariff Bill

Shoe Companies Warn of Price Increases as Tariff Costs Kick In

The Grilled Chicken Chain Joining the Crispy Poultry Frenzy. Sort of.

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Morning News: September 15, 2025
Posted by Eddy Elfenbein on September 15th, 2025 at 7:05 am

China’s Economy Shows Signs of Summer Slowdown

China’s Snub of U.S. Soybeans Is a Crisis for American Farmers

Filipinos Are Addicted to Online Gambling. So Is Their Government

Israeli Billionaire Zuk’s Bank to Split Revenue With Customers

Russia Warns Europe: We Will Go After Any State Which Takes Our Assets

EU Exports Dip Despite U.S. Rebound

Did Britain Win the Trade War? Why It’s Tough to Declare a Victor.

ECB Tells Small Banks to Tackle Old Bad Loans

Trump Can Have Tariff Revenues or Re-Shoring, Not Both

An Unresponsive Public Is Undermining Government Economic Data

The Fed Tried to Avoid a Fight With Trump. It Got One Anyway.

As Milton Friedman Did, Trump Thinks The Fed Can Overcome Bad Policy

Small Businesses Turn to Lending Startups as Tariff Costs Mount

Trump Says Companies Should Report Earnings Every Six Months

This Gold Rush Isn’t About Inflation — or Even Gold

Complex Bets Slammed by Lehman’s Fall Return in $200 Billion Boom

Morgan Stanley Shows Why Traders Are Winning Again

S4 Capital Lowers Top-Line Forecast Again Due to Uncertainty, Tariffs

They Went to Work for a Stock Exchange. Then the Scientology Ties Became Clear.

Working Women Are Doing Great, Except for the Pay

The Paradigm Shift No Investor Can Ignore

How to Build a Million-Dollar Future for Your Kids

Trump’s UK Visit Brings With It Bigger Meaning for U.S. Tech

Nvidia Broke Antitrust Law, China Says, as Tensions With U.S. Mount

TV Industry Bets AI Can Peel Ad Dollars Away From Big Tech

Musk Answers Tesla’s Pay Proposal With $1 Billion Stock Buy

The Capital of Electric Cars Is Turning to Electric Planes

Shawn Fain, Who Pledged to Reform U.A.W., Faces Internal Dissent

Whirlpool Tells U.S. Authorities Its Rivals Could Be Evading Tariffs

Tariffs Are Uniting Two Whiskey Heavyweights: Scotch and Bourbon

This Crackdown on Drug Ads Is Long Overdue

The Boom in ‘Better for You’ Kid Snacks Is Worse for Parents

‘Infinity Castle’ Tops the Box Office, Revealing Changing Tastes

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Morning News: September 12, 2025
Posted by Eddy Elfenbein on September 12th, 2025 at 7:03 am

China Warns Mexico Against Tariffs That Could Harm Chinese Goods

Russia’s Central Bank Cuts Key Rate for Third Consecutive Meeting

African Nations Tap IMF for $69 Billion With Pivot to Lender Seen Lasting

A Guaranteed Income Won’t Stop People From Wanting to Work

Georgia ICE Raid Netted Workers With Short-Term Business Visas

America’s Friends Will Never Trust the US Again

Charlie Kirk’s Killing Requires Trump to Soothe, Not Inflame

Golf and Diplomacy: How Alexander Stubb Won a Seat at Trump’s Table

The BLS Hallucinated a Million Jobs. The Fed Can’t Fix This

Wall Street Braces for Quarter-End Liquidity Stress in Money Markets

It Looks Like the ‘Vibecession’ Had It Right

Firm Inflation, Soft Jobs Data Pull Fed in Opposing Directions

Economists See Fed Rate Cut Next Week, at Least One More in 2025

The Fed Is Not ‘The Apprentice’: Trump Can’t Just Fire Whomever He Wants

Mortgage Rates Are at an 11-Month Low. Will That Save This Housing Market?

CEOs, Here’s Your Excuse to Watch Football

Labor Hoarding Looks Close to a Painful End

Solar Makers Battered by Trump’s Policies Are Ready to Counterpunch

Astroscale Sees Increase in Satellite Orders From UK, Japan

Freight Startup Flexport Forecasts Profitability in 2025—With an Asterisk

OpenAI Realignment to Give Nonprofit Over $100 Billion Stake

AI Startup Founders Tout a Winning Formula—No Booze, No Sleep, No Fun

How Much Do We Want AI to Remember About Us?

CVC Strikes $1.5 Billion Deal for GoDaddy Rival Namecheap

Tesla Pivots to Robots as Investors Question Sales and Soaring Valuation

Health Care Costs Are Soaring. Blame Insurers, Drug Companies — and Your Employer

CEO of Tylenol Maker Lobbied RFK Jr. Not to Cite Drug as Autism Cause in Report

Paramount Skydance Prepares Ellison-Backed Bid for Warner Bros. Discovery

If Pepsi Wants to Win, It Has to Play Coke’s Game

Is That Product Any Good, or Is It Just a Brand Halo?

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Morning News: September 11, 2025
Posted by Eddy Elfenbein on September 11th, 2025 at 7:02 am

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

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Morning News: September 10, 2025
Posted by Eddy Elfenbein on September 10th, 2025 at 7:05 am

Five Lessons From Putin’s Reckless Polish Drone Strike

China’s Deflationary Woes Continue Unabated

The Anti-Milei Emerges, Worsening Investor Jitters in Argentina

Fitch Ratings Nudges Up Global Growth Outlook for 2025

Employers Added Nearly a Million Fewer Jobs Than Believed, Data Shows

Inflation Erased U.S. Income Gains Last Year

U.S. Added 911,000 Fewer Jobs in the Year Ended in March

There Are No “Forgotten Americans,” There’s Just Individual Error

Hedge Fund Traders on a Bad Streak Are the Hottest Recruits Around

Judge Blocks Trump From Removing Fed Governor Lisa Cook

Will the Fed’s Independence Survive the Supreme Court?

The Fed Official Who Called the Jobs Slowdown and Became a Candidate for Chair

Republicans Race to Advance Trump’s Fed Pick Despite Ties to White House

Trump Warns of Doom if Tariffs Are Ruled Illegal. Others See a Tax Cut.

Red and Blue States’ Fight Is Reaching a Dangerous Level

If Democrats Want to Rebrand, They Should Go JFK On Taxes

How Lutnick Is Using Government Power to Pressure Private Companies

The US Is Giving Away $35 Billion a Year to Cook the Planet

A Big Stockpiling Question Hangs Over Singapore’s Oil Bash

Trump Weighs Crackdown on Medicines From China

PsiQuantum Raises $1 Billion, Says Its Computer Will Be Ready in Two Years

Google Case Demonstrates That Judicial Humility Takes Courage

Meta’s Elite AI Unit Sparks Tension With Old Guard

Why Mark S. Zuckerberg Is Suing Facebook’s Parent Company, Meta

Microsoft Cracks Down on Work Speech, Limits Remote Work

Apple Pitches iPhone Air as the Future, But Pro Models Are Better Today

Oracle Shares Jump 30% as Bullish Outlook Fuels AI Hopes

Winklevosses Lean on MAGA Clout as Gemini’s Losses Mount Ahead of IPO

DHL Adds to Healthcare Logistics Services With Acquisition

Jaguar’s Rebrand Caused an Uproar. Its Boss Has No Plans to U-Turn.

Cracker Barrel Cancels Restaurant-Revamp Plans After Backlash

A Traditional Narcotic Gets New Life as an Energy Drink in Kenya

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Morning News: September 9, 2025
Posted by Eddy Elfenbein on September 9th, 2025 at 7:04 am

China’s Pipeline Diplomacy Is a Nightmare for US Gas

In ASEAN Nations, Coal Is a Physical Manifestation of Progress

Trump Is Dismantling Climate Science at a Dangerous Pace

Morgan Stanley’s Flip-Flop Shows Speed of Crisis Ensnaring Milei

German Industrial Production Rebounds Despite Falling Exports

French Industrial Output Retreated in July

ECB Push to Simplify Bank Rules Prompts Fears of Capital Demands

The Democrats Very Much Need a Reset On the Economy

The Renewed Bid to End Quarterly Earnings Reports

Ken Griffin Speaks Out Against Trump’s Attacks on the Fed

Brendan Carr Channeling Trump’s Showman Instincts to Overhaul FCC

White House Prepares Report Critical of Statistics Agency

Staffing Crisis Unfolds at BLS With a Third of Leadership Jobs Now Vacant

Trump Administration Halts I.R.S. Crackdown on Major Tax Shelters

$37T In Debt Doesn’t Fuel Prosperity, It’s An Overwhelming Sign of It

American Workers Feel Less Confident About Finding a Job

Oil Field Job Cuts Pile Up in the US Shale Patch for Fear of a Glut

The Supreme Court’s ICE Raids Ruling Is Shameful

The ICE Raid on the Georgia Hyundai Plant Makes No Sense

Big Tech Looks to Strengthen Frayed Relationship With Democrats Ahead of Midterms

Nvidia Assails Critics as A.I. ‘Doomers’ in Fight Over China Chip Sales

OpenAI Executives Rattled by Campaigns to Derail For-Profit Restructuring

Two Leading European Tech Firms Strike an A.I. Partnership

Whistle-Blower Sues Meta Over Claims of WhatsApp Security Flaws

SpaceX’s $17 Billion Deal Plunges Musk Deeper Into Wireless Market

Murdoch Family Settles Battle Over Trust

Inside the Deal Ending the Murdoch Succession Fight

Lachlan Murdoch, the Media Prince Who Would Be King

Anglo American Agrees to Buy Teck in Deal Reshaping Mining

New ‘Got Milk’ Campaign Tries to Build on a Dairy Milk Comeback

Why 7-Eleven and Other Convenience Stores in Japan Are So Special

Is America Ready for Japanese-Style 7-Elevens?

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Morning News: September 8, 2025
Posted by Eddy Elfenbein on September 8th, 2025 at 7:03 am

OPEC+ to Boost Oil Output Further Despite Supply Glut Concerns

EU Weighs New Sanctions on Russia to Hit Banks and Oil Trade

Billionaires Who Amassed Gold Fortunes in Dubai Face Slowdown

China’s Export Momentum Slows, Missing Expectations

Chinese Firms Win Bid to Build Road Used for Cameroon-Chad Trade

Japan’s Economy Continues to Grow Amid Tariff Woes, Revised Data Confirms

German Industrial Production Rebounds Despite Falling Exports

Why France’s Financial Woes Are Pushing Its Government to the Brink

Argentina Bonds Slump on Milei’s Defeat in Buenos Aires Vote

ECB Expected to Stay on Hold, Give Little Guidance on Future Rate Path

India’s Investors, Defying Tariffs, Keep Pouring Money Into Stocks

Global Markets Rise Slightly as Fed Rate-Cut Expectations Hiked

Another US Jobs Markdown Sets Stage for Fed Cut, BLS Criticism

Bessent Battles Trump Demands, Market Jitters in Fed Chair Hunt

Bessent’s Fed Critique Misses the Big Picture

The Fed As A Source Of Economic Growth Is A Monstrous Delusion

PNC Financial to Buy Smaller Rival FirstBank in $4.1 Billion Deal

The Truth About Private Equity’s Historical Returns

Your Paycheck in Stablecoins? That’s Local Banks’ Worst Nightmare

The Spectacular Comeback Tour of a Crypto Convict

US Raid on Hyundai Plant Leaves Korean Companies Reeling

What the White House Doesn’t Get About ‘War’

The Regulator Who Thinks He Can Win Trump’s Battle With the Media

Healthcare Jobs Are a Rare Bright Spot in the Stalling Labor Market

$1 Trillion in American Wages Has Gone Up in Wildfire Smoke

Detroit’s Carmakers to Save Billions in Trump Emissions Rollback

Apple’s Plan B for AI Is Actually Pretty Great

SpaceX Agrees to Buy Wireless Airwaves in $17 Billion Deal

BMW and Mercedes Take On Tesla With New Luxury SUVs

PepsiCo CEO’s Tall Order: Win Over Investor Calling for Strategy Reset

Amazon’s New Curbs on Sharing Free Shipping Are Set to Hit Millions

Sotheby’s Strikes Alliance With Ascendant Art Fair

Unrivaled Basketball League Hits $340 Million Valuation

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Morning News: September 5, 2025
Posted by Eddy Elfenbein on September 5th, 2025 at 7:04 am

Xi Unites World Leaders Sick of Being Pushed Around by Trump

Russia’s Putin Denies Economy Is Stagnating, as Evidence Suggests Otherwise

Eurozone Posts Marginal Economic Growth in 2Q, But ECB Rate Cut Remains Unlikely

German Manufacturing Orders Drop as Foreign Demand Takes Hit

Sterling Faces Fresh Losses Ahead of Budget

Canada Trade Deficit Narrows as Exports Revive

Trump Prepares to Start North American Trade Deal Renegotiation

The One Leftist the White House Tolerates (for Now)

The Markets Will Speak Regardless of the Fed’s So-Called “Independence”

Why Crypto Needs More Clarity and Market Structure Now

Record $322 Billion in China Loans for Stock Bets Feeds Volatility and Prompts Caution

Itochu Sells Japan’s First Orange Bonds for Gender Equality

UBS CEO Against Reducing Bank’s Size in Face of Regulatory Concerns

After 100 Years, Trillion-Dollar Fund Manager Wellington Wants You to Know Its Name

The New American Hustle: Dividends Over Day Jobs

Gold Heads for Strongest Week in Three Months; Focus on Key US Jobs Report

Treasury Traders Gear Up for US Payrolls to Cement Fed Bets

Is the Jobs Data Still Reliable? Yes, at Least for Now.

Worker Pessimism Is Part of the US Economy Now

Mounting Deportations Meet Slow Hiring in a ‘Curious Kind of Balance’

The Crackdown on Cities Will Actually Make Them Less Safe

Congress Must Join the Courts In Saving Trump From Himself

Trump Basks in Tech Leaders’ Spending Vows at White House Dinner

Tesla Board Proposes Musk Pay Package Worth as Much as $1 Trillion Over Decade

How Peter Thiel’s Antichrist Fixation Adds Up for Me

Would Another OPEC+ Production Surge Really Crash Oil Prices?

South Africa’s Eskom Eyes Green Power as Its Energy Sales Drop

Spirit Airlines Is Struggling, and Rivals Smell Blood

The Doctors Are Real, but the Sales Pitches Are Frauds

The Ironman CEO Wants to Turn the Race Organizer Into a Lifestyle Brand

With Cracker Barrel, Customers Make a Case for Being Right

What’s Next for Giorgio Armani’s Fashion Empire?

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Morning News: September 4, 2025
Posted by Eddy Elfenbein on September 4th, 2025 at 7:06 am

The US Has Outsourced Its Gaza Policy to Israel

In Tariff Standoff With Trump, China Boycotts American Soybeans

Germany’s Ifo Institute Cuts Growth Forecasts on Tariff Impact

Trump Asks Supreme Court to Allow His Sweeping Tariffs

The Supreme Court Can’t Keep Dodging the White House

Malaysia’s Central Bank Keeps Policy Rate Steady

Turkey Inflation Inches Down as Central Bank Primes Fresh Easing

Swiss Inflation Holds Steady as SNB Mulls Rate Cut Below Zero

Financial Crime Watchdog Calls for Countries to Come Clean on Shell Companies

The U.S. Dollar, and the Struggle for a Stable Currency

Trump’s Fed Pick to Face Grilling From Lawmakers

Three Things to Watch for at the Confirmation Hearing for Trump’s Fed Nominee

Wall Street Strategists See More Unease on Fed Independence

When the Government Dabbles, Freedom Wobbles

Who Does Trump Fire If He Hates This Jobs Report?

A Sovereign Wealth Fund for the US Is a Great Idea, Actually

CVC Capital Partners Confident in Outlook After Results Match Views

Goldman to Buy $1 Billion of T. Rowe Stock as Firms Team Up

Jane Street Blindsides Regulator in Fight Over India Trades

Revolut Debuts Buyback in Latest Move to Stay Private for Longer

US Hiring Intentions Pull Back While Job-Cut Announcements Rise

The Biggest U.S. Oil Companies Are Eliminating Thousands of Jobs

Mexico Sees a Future in Shale Gas. Just Don’t Call it Fracking.

John Deere, a U.S. Icon, Is Undermined by Tariffs and Struggling Farmers

Harvard Judge Blasts Justice Gorsuch’s ‘Unhelpful’ Criticism

Yes, America Has a Housing Emergency

Trump’s Housing Chief Wants to Build, But With What?

Health Care Costs for Workers Begin to Climb

Novo Has High Hopes That Ozempic Pill Can Also Fight Dementia

$40,000 Vacations Inspire Finance Pros to Become Travel Agents

The Message for Big Tech in the Google Ruling: Play Nice, but Play On

Amazon Pares Back Free Shipping Perk on Prime Membership

McDonald’s Escalates Restaurant Industry’s Fight Over Tipping

The Kelce Brothers’ Garage Beer Company Is Now Worth $200 Million

Suntory Boss Who Resigned Said He Took CBD Supplements for Jet Lag

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Morning News: September 3, 2025
Posted by Eddy Elfenbein on September 3rd, 2025 at 7:04 am

Xi’s Historic Meet With Putin and Kim Showcases Unity Against US

China Services PMI Expands at Fastest Pace in Over a Year

China’s ‘Opportunistic Devaluation’ Fuels Europe Trade Shock

Turkey Inflation Inches Down as Central Bank Primes Fresh Easing

Eurozone Inflation Accelerates, Priming Continued Rate Pause by ECB

Central Banks Urged to Pool Dollar Reserves as Fed Help Questioned

ECB’s Lagarde Says EU Should Close Loopholes in Stablecoin Regulation

Global Bond Selloff Deepens With Longer Debt Leading Losses

Tariff Chaos Reigns and America’s Economy Suffers

US Treasury Yields Brush With 5% as Global Borrowing Costs Mount

Behind This Season’s Bumper Earnings: Job Cuts, Price Hikes, Glum Workers

Trump’s Drive to Reshape the Fed Progresses With Rapid Senate Hearing

The Potentially Big Costs of Trump’s Fed Fight

Cook’s Lawyers Fire Back at Trump’s Claim of Vast Powers to Oust Fed Officials

Why Trump Isn’t Turning Into a Lame Duck

Dumbing Down the SAT Bodes Poorly for Education

U.S. Bancorp Resumes Crypto Custody as Regulators Clear Path

Oil Traders Are Finding It Harder to Make Money in a Tumultuous Market

Venture Capitalists Band Together in New Bid to Back Climate Tech

Why Iowa Chooses Not to Clean Up Its Polluted Water

A Hidden Tax That Could Price Us Out of Our Homes

Anthropic Stake Propels Qatar’s $524 Billion Wealth Fund Deeper Into AI

Google Avoids Harshest Penalties in Landmark Search Monopoly Ruling

With Each Passing Day, Robots Are Enhancing the Value of Workers

How Fining Elon Musk’s X Could Threaten the U.S.-E.U. Trade Deal

What We Know About America’s Billionaires: 1,135 and Counting

Pharmacy Benefit Managers Aren’t the High-Priced Drug Problem

Cracker Barrel’s Sales Took Hit Before It Went Back to Old Logo

How Jet Lag Cost the Global Face of Japan Inc. His Job

Nestlé CEO’s Unraveling Started With a Tip to an Employee Hotline

Behind the Numbers: How Hollywood Missed Its Mark This Summer

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