October 15, 2025 Crossing Wall Street
Morning News: October 15, 2025
Trump’s Trade War Unites Lula and Modi in a Hunt for New Markets
Trump Threatens Retaliation for China’s Soy Boycott
Why the ‘TACO’ Trade Is Again Tempting Investors Amid US-China Brinkmanship
Ports Push Back on Trump’s Tariffs on Cargo Equipment
Trump’s Shutdown Power Grab Goes Unchecked by GOP Lawmakers
Waiting for Deregulation Is Like ‘Waiting for Godot’
Data Darkness in US Spreads a Global Shadow
Falling Inflation Predicts Rising Government Spending and Debt
Poland’s Bond Demand Jumps at Start of Bumper Quarter for Sales
The Great Debasement Trade Is Mostly Just Hype
AI’s Effect on the US Economy Is Exaggerated
Powell Signals Fed Is on Track to Keep Cutting Rates
Morgan Stanley Stock Traders Trounce Goldman in Record Quarter
Blue Owl Chief Points to Bank Loans for Dimon Cockroach Warning
Oaktree Made Money on First Brands With Early Exit, Marks Says
ABN Amro Warns Mortgage, Wealth Management Margins Under Pressure
Japan’s Rakuten Weighing US IPO of Credit Card Business
BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet
Microsoft Cuts Fourth Nscale Deal With Texas AI Data Center
The Frothiest AI Bubble Is in Energy Stocks
EU Military Plan Pitches Drone and Air Defense Projects for 2026
The US Is Racing to Rebuild Its Submarine Power Before China Catches Up
The Rest of the World Is Following America’s Retreat on EVs
Stellantis Unveils $13 Billion U.S. Investment Plan
Abbott Cuts Top End of 2025 Guidance as Tariff Threat Looms
Two Positive Trends in Household Wealth
This Company Is Handing Workers $72,000 Baby Bonuses
Grocery Prices Keep Rising. Frustrated Consumers Are Trying to Adapt.
Soon You’ll Be Able to Shop Walmart in ChatGPT. Here’s Why It Matters.
Most U.S. Consumers Expect Higher Holiday Prices and a Weaker Economy
Netflix Jumps Into Podcasts With Spotify Deal
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Posted by Eddy Elfenbein on October 15th, 2025 at 7:05 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.
