October 28, 2025 Crossing Wall Street
Morning News: October 28, 2025
Argentina’s Slums Abandoned Peronism—and Handed Milei the Win
China Vows Significant Boost to Consumption Share of Economy
Trump’s China Deal May Avert a Crisis of His Own Making
Resolving Trade Agreements Isn’t the Only China-Related Issue
Trump’s Big Tariff Task in Asia Is to Close the Deal
Trump Hails Ally Japan, Offers Takaichi ‘Anything You Want’
With Trump, Flattery Will Get Takaichi Everything
US to Continue Dominating Global Investment Flows, Finance Executives Say
Fed’s Policy Path Looks More Treacherous as Shutdown Delays Critical Data
Dudley: The Fed’s $6 Trillion Balance Sheet Is About Right
The Fed Should Pause in Cutting Interest Rates
Would-Be Fed Appointees Vivify the Independence Myth
How Bad Is Finance’s Cockroach Problem? We Are About to Find Out.
Citi’s Fraser Doesn’t Want Private Credit ‘Tug of War’
Nelson Peltz’s Lowball Bid for Janus Henderson Is Pretty Cheeky
Evercore’s Rainmaker Is Driving PE’s $200 Billion Bright Spot
Barclays to Buy U.S. Lending Startup Best Egg for $800 Million
PayPal Raises Earnings Guidance After Announcing OpenAI Deal
This Is How the AI Stock Boom Plays Out
Amazon to Cut 14,000 Jobs as CEO Jassy Taps AI to Reduce Costs
Amazon’s Slower Growth in AI Cloud Business May Not Be Fatal Flaw
Europe’s Solar Power Surge Puts Unprecedented Strain on Its Grid
Bill Gates Calls Out ‘Doomsday’ View of Climate Change in Memo
Warner Brothers Sale Could Redefine the Future of Streaming Competition
Sherwin-Williams Beats as Caution Pays Amid Macro Weakness
UPS Stuns Wall Street With Strong Profit and 34,000 Job Cuts
The Lengths Americans Are Willing to Go to Make Every Penny Count
Levi’s Rolls Out New Premium Denim, but Aims to Keep Appealing to Budget Shoppers
Why Faith-Based Brands Prosper In Secular Markets
How KFC Lost Fast Food’s Chicken Crown—and How It Plans to Win It Back
Eli Lilly Makes Billions of Weight-Loss Pills Before US Approval
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Posted by Eddy Elfenbein on October 28th, 2025 at 7:03 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.
