Morning News: March 25, 2025
Posted by Eddy Elfenbein on March 25th, 2025 at 7:07 am

China’s Central Bank Tweaks Lending Tool in Sign of Policy Shift

China Frees Employees of U.S. Consulting Firm After 2-Year Detention

German Business Confidence Climbs After Lawmakers Unlock Spending Increase

In His Second Term, Trump Fuels a ‘Machinery’ of Misinformation

Trade War Explodes Across World at Pace Not Seen in Decades

Trump’s Threat of ‘Secondary Tariffs’ Invents New Trade Weapon

Europe Should Hold Its Fire in Coming Tariff War

Potatoes, Shrimp and Teslas: Exporters Vie to Shape Trump’s Tariffs

UBS Top Strategist Sees Consumer Slowdown Hitting the S&P 500

US Consumers Slow Spending as Inflation Bites, Synchrony Says

U.S. Infrastructure Improves, but Cuts May Imperil Progress, Report Says

Trump, Big Law, and an ‘Existential Crisis’

Has the Decline of Knowledge Work Begun?

PBS and NPR Prepare for Showdown With Congress

China’s AI Push Turns Tech Titans Into National Champions

Tech Chiefs, Foreign Leaders Urge Trump to Rethink AI Chip Curbs

Emboldened by Trump, A.I. Companies Lobby for Fewer Rules

Google Is Searching for an Answer to ChatGPT

Shell to Increase Production, Shareholder Returns Under New Strategy

Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever

Boeing Is Pushing to Withdraw Guilty Plea Agreement

Cathie Wood Sticks With Tesla, Predicts Stock to Hit $2,600

Tesla’s No.1 Rival Is Practically Taunting Elon Musk Now

Toyota Was Bullish on Trump. Then Came the Tariff Threats.

Hyundai to Invest $21 Billion in U.S. in Bid to Avoid Trump’s Tariffs

Mexico Should Roll Out the Asphalt Carpet for BYD

23andMe’s Bankruptcy Puts 15 Million Users’ DNA Info on Auction Block

The World’s Largest Whiskey Market Prepares for Trump Tariffs

Let Consumers Decide Whether to Eat Lab-Grown Meat

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Morning News: March 24, 2025
Posted by Eddy Elfenbein on March 24th, 2025 at 7:00 am

Russia and the US Both Want to Finlandize the World

China Saves Fiscal Power for Trade War as Spending Progress Lags

Billion-Dollar US Levies on Chinese Ships Risk ‘Trade Apocalypse’

Europe’s Economic Activity Grows Weakly as Tariffs Loom

Germany Confirms Second-Quarter Debt Issuance of €92.5 Billion

U.K. Budget Could Dent Sterling on Any Missteps

Elliott Builds Stake in Japan’s Sumitomo Realty & Development

Under Pressure to Raise Wages, Japan’s Smaller Firms Get Creative

Farmers, Dockhands and Shipowners Fight Against U.S. Fees on Chinese Ships

US Treasuries Fall on Signs That Trump Will Dilute April Tariffs

Data-Hungry Investors Dive Deep for Economic Clues

The Economic Data Is as Cloudy as the Outlook

Dollar Weakness Becomes Profit Boon for US Multinationals

U.S. Could Run Out of Cash by July, Analysis Finds

Tariff Exclusion Hopes Prop Up Markets

Risky Bonds Aren’t So Risky in the Long Run

Smart-Money Crowd Feels Squeeze of Higher Equity-Funding Costs

US Banking Rule Reform Is Too Important to Rush

He Was Apollo’s Mr. Fix-It. Now He’s Trump’s Pick to Police Wall Street

Spec Homes Sitting on the Market Pose Potential Economic Drag

Americans Are Rushing to Get Off the Grid

Australia’s Gold Road Rejects $2.1 Billion Takeover Offer From Gold Fields

Jack Ma-Backed Ant Touts AI Breakthrough Using Chinese Chips

US Tech Manufacturing Efforts Run Smack Into Wright’s Law

Ford’s Fat Dividend Could be a Casualty of Tariffs

Novo Signs $2 Billion Deal With United Labs for Obesity Drug

Bayer Shares Plunge After U.S. Court Defeat in Roundup Case

23andMe Starts Chapter 11 Process, Co-Founder Steps Down as CEO

James Hardie Agrees to Buy AZEK for $8.75 Billion

Why Does Big Bird Look So Sad?

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Morning News: March 21, 2025
Posted by Eddy Elfenbein on March 21st, 2025 at 5:45 am

Japan Inflation Slows But Uptrend Backs Case for Rate Hikes

China’s Government Is Short of Money as Its Leaders Face Trump

Russia Touts Economic Opportunities. Western Companies Are Wary.

Today’s Autocrat Has No Liberal West to Blame

Europe Is Short of Gunpowder and TNT When It Needs Them Most

Why the Shipping Industry Isn’t Rushing Back to the Red Sea

French Factories Remain Under Tariff Cloud as Hopes Grow for Defense Boost

Tracking Every Trump Tariff and Its Economic Effect

Why the Fed’s Job May Get a Lot More Difficult

Rio Tinto Has ‘Strong Desire’ to Invest More in U.S., Copper Chief Says

Frackers, Once Jubilant, Are Unnerved by Trump’s First Weeks in Office

Trump to Expand Critical Mineral Output Using Wartime Powers

From Ford to Musk, the Perils of Trying to Build a Global Auto Empire

Tesla Recalls Most Cybertrucks Due to Trim Detaching from Vehicle

Musk Asks Tesla Employees to Hang On to Stock Despite 40% Drop

Elon Musk Gets Ready to Enter the Restaurant Business

Home Sales Rose 4.2% in February, Beating Expectations

What Happens to Student Loans if the Education Dept. Closes?

Mar-a-Lago, or Much Ado That Might Never Happen

The New American Travel Anxiety: ‘Will They Hate Us?’

One Man’s Crypto Windfall Is Funding a $1 Billion Space Station Dream

Meituan Nearly Triples Profit Despite Competition

Wine Connoisseurs Freeze Purchases Over Trump’s 200% Tariff Risk

Ben & Jerry’s Founders Say They Stand Behind Ousted CEO

How Bryan Johnson, Who Wants to Live Forever, Sought Control via Confidentiality Agreements

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Morning News: March 20, 2025
Posted by Eddy Elfenbein on March 20th, 2025 at 7:05 am

A New ‘China Shock’ Is Destroying Jobs Around the World

Taiwan Central Bank Leaves Key Interest Rates Unchanged

Swiss Central Bank Cuts Key Rate While Sweden’s Riksbank Holds

Hold the Obituary: Europe Comes to Life as U.S. Stumbles

Higher Tariffs Would Raise Inflation, Slow Growth, ECB’s Lagarde Says

The Word Executives Are Using to Describe Trump’s Tariff Policy

Debt Issuance by Governments of Rich Countries to Hit Record High, OECD Says

Fed Soothes as Trump Seethes

Powell Downplays Growing Risks, Sees Tariff Impact as Transitory

What the Fed’s Rate Policy Means for Your Finances

The Fed Is Clueless, Too. And That’s OK

Hapag-Lloyd Expects Earnings to Sink This Year in Stormy Market Conditions

Treasuries Extend Gains From Fed as Market Bets on Lower Rates

SNB Won’t Follow Trump’s Crypto Reserves Push, Schlegel Says

Crypto Exchange Kraken Strikes $1.5 Billion Deal for Futures Trading Business

BlackRock Bets on Consumer Push as it Chases European Savers

Citi’s Private Equity ‘Club’ Underwhelmed Billionaire Members

USAID Ruling May Be Beginning of the End for Musk

Meet Elon Musk’s Top Lieutenant Who Oversees DOGE

Larry Ellison Joins the Billionaires Reshaping Florida Real Estate

Signs of an Office Market Bottom: ‘The Worst Is Probably Over’

How the AI Boom Created the Most Valuable Monopolies in History

Cow Wearables Help America’s Dairy Farmers Detect Bird Flu and Other Illnesses

Temu Owner PDD Posts Slowest Revenue Growth Since Early 2022

Swiss Watch Exports Report a Marked Slowdown

Nike Killshot Is the Next Adidas Samba

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Morning News: March 19, 2025
Posted by Eddy Elfenbein on March 19th, 2025 at 7:09 am

Trump Has Hinted at a Xi Visit. China Is Still Wondering What He Wants.

Threatening Canada Is More Putin Than Reagan

Bank of Japan Leaves Rates Steady as U.S. Uncertainty Heightens

Turkish Markets Nosedive After Erdogan’s Main Rival Detained

Indonesia’s Central Bank Stands Pat as Expected Amid Volatility

Eurozone Inflation Cooler Than Thought, Underscoring Sluggish Economy

E.U. Hatches a Plan to Lure Investors Back to Europe

Irish Economic Outlook Hit by Tariff Uncertainty, Central Bank Says

Close to 5,000 ESG Funds in Europe Now Hold Oil, Gas and Coal

Farmers Have Fair Trade Complaints, but Tariffs Are a Bigger Worry

The 1960s ‘Chicken Tax’ Shows the Lasting Impact of Tariffs

As Debt Ceiling Looms, the Fed Considers Tweaking Its Portfolio Runoff

Does the Fed Share the Stock Market’s Worry About the Economy?

What to Watch at the Federal Reserve’s March Meeting

DOGE Just Might Usher In New Era of Big Government

‘Will I Lose My Job?’ Federal Workers Flock to Reddit for Answers.

How TD Became America’s Most Convenient Bank for Money Launderers

Cathie Wood Sells Meta Shares for First Time in Nearly a Year

Samsung Vows to Reclaim Ground in AI Memory Market With Rollout

Tencent’s Revenue Growth Accelerates on Robust Gaming Business

Advanced Instruments to Buy Nova Biomedical From Founding Shareholders in $2.2 Billion Deal

Ben & Jerry’s Says CEO Fired by Unilever on Political Stance

Mom, the Brands Are Fighting Again

At Forever 21, the Adrenaline Rush Was the Point

Nike Returns to Sports While Investors Impatiently Await Reset

In Japan, Shohei Ohtani Is a National Hero and Marketer’s Dream

San Francisco Giants Sell Stake to Private Equity

Hollywood Filmmaker Charged With $11 Million Conspiracy to Defraud Netflix

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Morning News: March 18, 2025
Posted by Eddy Elfenbein on March 18th, 2025 at 7:04 am

Hong Kong Piles On to Beijing’s Growing Criticism of Panama Canal Deal

European Central Bank May Need Fresh Cuts as Trade Turmoil Burdens Growth, Rehn Says

German Economic Sentiment Climbs After Politicians Pledge Ramp-Up in Spending

Pete Hegseth Is Closing a Pentagon Office That Wins Wars

Gold Rises to Record on Middle East Tension, US Economy Concerns

U.S. Tariff Increases to Slow Global Economy, Boost Inflation, OECD Says

White House Tries to Restore Order to Disruptive Tariff Rollout

For Importers Rushing to Beat Tariffs, It’s Life on the Edge

Trump Says a Recession Might Be Worth the Cost. Economists Disagree.

Bessent Sees No Reason for Recession, Economic Data ‘Healthy’

Trump Nominates Federal Reserve Governor Bowman as Vice Chair for Supervision

Powell Contends With Double Threat of Economic Chaos and Political Hostility

Elon Musk’s Starlink Expands Across White House Complex

DOGE’s Real Goal Is Privatizing Government

Nasdaq Plans Second U.S. Headquarters in Texas

Overnight Trading Gains Steam as Clearing Firm to Extend Hours

JPMorgan Stock Traders Reel In Windfall as Trump Whipsaws Market

Ukrainian Telecom Group Kyivstar to Go Public on Nasdaq at $2.21 Billion Valuation

Nvidia Is Hosting the Super Bowl of A.I.

From Courtrooms to Crisis Lines, Chinese Officials Embrace DeepSeek

Xiaomi’s Quarterly Net Profit Soars 90% on Record Revenue

Trump’s Unwelcome News to Auto Chiefs: Buckle Up for What’s to Come

XPeng Guides for Surging Revenue, EV Sales as Loss Narrows

Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa

Congo’s Cobalt Ban Is Rooted in China’s Cheap EV Bonanza

AirAsia to Keep Cutting Prices, Grow Fleet to Get Revenue Flying Again

P&G Takes Lead in 95-Year Rivalry With Unilever

Community Notes Can’t Save Social Media From Itself

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Morning News: March 17, 2025
Posted by Eddy Elfenbein on March 17th, 2025 at 7:02 am

China Says It Started Year on Strong Economic Footing as Trump Tariffs Hit

Xi ‘Put’ Underpins China Story as US Exceptionalism Falters

Foreign Investors Lured to High-Yielding Chinese Bank Debt

Trump Has Companies in Europe and Asia Walking a DEI Tightrope

U.S. Tariff Increases to Slow Global Economy, Boost Inflation, OECD Says

Trump’s Trade Wars Tip World to Slower Growth, Faster Inflation, OECD Says

Wall Street Braces for Oil in $60s Range on Tariff, OPEC+ Risks

El-Erian: The US Economic Outlook Is Becoming More Uncertain

Trade War With Europe Puts $9.5 Trillion at Risk, U.S. Firms Say

Trump’s Moves Are Boosting Stocks … Overseas

Bessent Not Worried About Market, Calls Corrections Healthy

An Uncertain Economic Moment Poses a Big Test for the Fed

Ride Out the Market Turmoil? Not These Investors.

Darker Than a Dark Pool? Welcome to Wall Street’s ‘Private Rooms’

Some Federal Office Leases Restored After Pushback to Musk Team’s Cuts

Social Security Employees Warn of Damage From DOGE

Gen Z’s Job Recession Needs Urgent Attention

Trump Wants to Build Homes on Federal Land. Here’s What That Would Look Like.

As Voice of America Goes Dark, Some Broadcasts Are Replaced by Music

QinetiQ’s Shares Tumble On Geopolitical Uncertainty, Contract Delays

How A.I. Companies Are Turning Into Energy Companies

WeRide Looks to Shift Into Profitability With Diversified Strategy

The Prime Suspect Behind California’s Eaton Fire: A ‘Zombie’ Power Line

Pfizer Has a New Playbook for Reviving Sales—and It’s Starting to Pay Off

They Named Their Companies Lumon. Then ‘Severance’ Aired.

Airbnb Boosts Marketing and Hiring Ahead of Push Into New Businesses

U.S. Retail Under Scrutiny

Forever 21 Operator Files for Bankruptcy

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Morning News: March 14, 2025
Posted by Eddy Elfenbein on March 14th, 2025 at 7:02 am

Japan Wage Talks Signal Another Year of Big Pay Increases

The Ukraine Ceasefire Will Test US Intentions Most of All

Trump’s ‘Golden Dome’ System Spurs Flood of Defense Industry Pitches

China Backs Iran in Nuclear Talks, Slams ‘Threat of Force’ From the West

China Is ‘Laughing’ at US Trade Wars, EU Top Diplomat Says

Five Years On, Covid-19 Pandemic Effects Linger in World Economy

Investment Bank Boom Creates More Millionaire Earners in Europe

U.K. Economy Unexpectedly Contracts, Posing New Challenge to Government

Trump Ramps Up EU Trade War With Tariff Threat on Champagne, Wine

Wine Businesses Fear Disaster in Threat of Huge Tariffs

Stocks Tumble Into Correction as Investors Sour on Trump

How Wall Street and Business Got Trump Wrong

This Stock Market Index Is Flashing a Clear Warning About the Economy

The Upside-Down Line That Tells the Story of the Stock Market Now

Here’s Where to Look for Early Signs of a Recession

Fed Expected to Cut Rates Twice This Year, Starting in September

Gold Breaks Through $3,000 as Trump Turbocharges Record Rally

Federal Budget Ax Threatens Contractors, But Could Also Be an Opportunity

What If DOGE Doesn’t Actually Save Any Money?

US Companies Tell Investors DOGE Cuts Will Ultimately Pay Off

Why I’m Feeling the A.G.I.

‘Profit-Enhancing Middlemen’ Fuel $200 Billion Health-Care Chaos

Li Auto Profit Drops Despite Record Revenue

BMW Expects Flat Earnings This Year as Headwinds Continue

Mercedes’s Most Affordable Sedan Will Be Electric

Universal Music Shares Fall After Ackman’s Pershing Decides to Cut Stake

Kering’s Shares Drop After Appointment of Demna as Gucci’s New Artistic Director

Move Over, Kids. Hasbro Wants Adults to Play.

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Morning News: March 13, 2025
Posted by Eddy Elfenbein on March 13th, 2025 at 7:02 am

Going Once, Going Twice: 165,000 Tons of Rice

Turkey Seeks to Extend US Sanctions Waiver to Buy Russian Gas

Europe’s Idling Factories Eye New Start in the Military

European Truck Stocks Fall After EPA Sets Rollback of Emissions Standards

Trump Vows 200% Tariff on EU Wine, Escalating Trade Tensions

Trump’s Go-To Broker Brings NYC-Style Dealmaking to a World on Edge

A Shutdown May Be Averted, But at What Cost?

Trump’s $1.4 Trillion Tariff Threat Spurs Companies to Seek Cover

An ‘Untradable’ Market: Trump Sows Profound Uncertainty for Stocks

‘Buy The Dip’ Calls Fade as Trump Selloffs Rattle Wall Street

Stagflation Trade Emerges as Rare Winner in US Stock Market Rout

Consumer Angst Is Striking All Income Levels

Tariffs Won’t Help More Men Get Jobs

How Trump’s ‘No Tax on Tips’ Could Backfire for the Working Class

Trump Cuts Could Squeeze Small Farmers and Food Banks

How Corporate America is Retreating from D.E.I.

China Cools on Musk: ‘Two Cars for the Price of One Tesla’

Tesla’s Stock Still Isn’t Cheap

Elon Musk’s Starlink Pushes Its Way Into India

Intel Names New Chief Executive Amid Turnaround Efforts

Apple Shares Are Losing Haven Allure as Headwinds Deter Bulls

Meta Turns to Its Community of Users to Police Misinformation

Accelleron Industries Exceeds $1 Billion Revenue for First Time

Mallinckrodt, Endo Merger to Create Diversified Pharmaceuticals Firm

Couche-Tard Doubles Down on Friendly Takeover of 7-Eleven Owner

Retractions, Walkouts Plague Science Journals Eager to Churn Out Research

Maker of Pokémon Go Agrees to Sell Unit to Saudi Fund

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

Major Japanese Firms Promise Big Pay Raises in Bright Sign for Economy

China Piles the Pressure on India in Its Own Backyard

As Europe Rearms, Bond Funds Are Ripping Up the Rule Book

ECB Facing ‘Exceptionally High’ Levels of Uncertainty, Lagarde Says

EU Hits Back as U.S. Steel and Aluminum Tariffs Take Effect

Wine, Soy, Refrigerators: What Products Might Be Hit by European Tariffs

Tariffs Add to Automaker Concerns About Higher Steel Costs

Why Trump Has Doubled Down on Steel and Aluminum Tariffs

Why Britain Has Not Retaliated Against Trump’s Tariffs

Trump and Musk Cuts Would Rival Thatcher’s 1980s Austerity

Ireland Kicks Off St. Patrick’s Day Festivities in U.S. With Trade Plea

Trump’s Tariffs: Where Things Stand

A Tariff Pile-On Threatens to Escalate a Global Trade War

Dudley: These Tariffs Will Be Worse Than Markets Think

Is Trump Taking a ‘Liquidationist’ Approach to the Economy?

When Economic Chaos Doesn’t Have an Endgame

Stocks Pare Losses but Investors Remain Wary of Trade Tensions

There’s No Recession Alarm in the Collective Wisdom of Markets

The Loyal Opposition Inside the S.E.C.

Trump to Announce Bowman Soon as Pick for Fed’s Top Bank Cop

US Homebuyers Confront a New Wild Card This Year: Trump

Walmart Gets an Earful From China Over Response to Trump Tariffs

Zara Parent Inditex Sales Growth Slows Amid Intense Competition

In Search of a Boring Business

‘Forced Joy’ Is a Miserable Corporate Trend

Trump, an E.V. Naysayer, Gives Tesla and Musk a White House Exhibition

Airlines Cut Forecasts, Raising an Early Alarm About Consumer Spending

To Get Big in China, N.B.A. Stars Enlist Social Media Surrogates

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