Morning News: April 15, 2025
Oil Goes From Bad to Worse in First Takes on 2026
Trump Throws Another Hail Mary
Trump’s Give-and-Take Tariff Strategy
Trump’s Dilemma: A Trade War That Threatens Every Other Negotiation With China
China’s Port Cargos Start to Slow as Tariff Tensions Escalate
China’s Halt of Critical Minerals Poses Risk for U.S. Military Programs
China Orders Boeing Jet Delivery Halt as Trade War Expands
China’s Murky Bankruptcies Expose Hazards for Foreign Investors
Trump’s Trade War With China Could Be Good for India. But Is It Ready?
Japan Economy Minister Urges ‘Win-Win’ Solutions Ahead of U.S. Trade Talks
German Economic Sentiment Collapses on Trump’s Tariff Chaos
Will Policy Chaos Trigger a Flight From the Dollar?
The Dollar Keeps Falling as Its ‘Safe Haven’ Status Is Questioned
Bitcoin’s Response to Tariffs Says a Lot About the Dollar
Bank of America Profit Boosted by Trading Gains, Interest Income
Bessent Says ‘Everything’s On the Table’ for Taxes on Wealthiest
Harvard’s Vow to Resist Trump Sets Up $9 Billion Funding Fight
Inside Trump’s Plan to Halt Hundreds of Regulations
Apartment Developers Who Overbuilt Luck Out With Tariffs
US Travel Industry Braces for Impact of Foreign-Visitor Slide
The Next TikTok Shutdown Is Likely to Be Longer
Japan’s NTT Has Become an Under-the-Radar AI Powerhouse
AI to Prop Up Fossil Fuels and Slow Emissions Decline, BNEF Says
Ericsson Posts Rise in North American Network Spending Ahead of Tariffs
GM’s Mary Barra Has to Make a $35 Billion EV Bet Work in Trump’s America
American Airlines to Provide Free Wi-Fi, Joining Race to Court Connected Travelers
J&J Increases Outlook After Beating 1Q Expectations
Albertsons’ Profit Outlook Trails Estimates, Stock Declines
Publicis Confirms Outlook After Organic Growth Beats Expectations
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Posted by Eddy Elfenbein on April 15th, 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.
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Does anyone have a suit of armor, jet skis and a blowtorch I can borrow/rent? There's an experiment I'm working on.
This is pretty amazing. US elections combined since 1924:
GOP: 1,058,301,749
DEM: 1,057,846,951
Oth: 88,548,252Unemployment spikes in Washington, DC
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Eddy Elfenbein is a Washington, DC-based speaker, portfolio manager and editor of the blog Crossing Wall Street. His 