Stock Market Falls After Inflation Report

• 

  CPI Report: Inflation Rose Unexpectedly in January

  The Consumer Price Index rose 3.0 percent from a year earlier as food and energy prices picked up.
  
  The New York Times - 25m

• Fed is going to be even more cautious about inflation after CPI report

  Federal Reserve Chair Jerome Powell said Wednesday that the Fed is “holding” while awaiting more data.
  
  MarketWatch - 2h

• Hot inflation report, rising Treasury yields warn the market’s bull run could be in trouble. Here’s how to read it.

  Investors worry the Federal Reserve might have gone too far in cutting interest rates
  
  MarketWatch - 3h

• Falling inflation-adjusted yields have cheered investors. Why it may not last.

  The yield on 10-year Treasury inflation-protected securities probably won’t keep falling this year despite its recent retreat, according to Capital Economics.
  
  MarketWatch - 5h

• Markets may be underestimating how much inflation will fall this year

  It is not just tariffs that might affect growth but also trade uncertainty and the effects of the Trump policy agenda
  
  Financial Times - 15h
• 

  China’s tech stocks enter bull market after DeepSeek breakthrough

  Budget AI model triggers global reappraisal of Chinese technology companies
  
  Financial Times - 16h

• India’s stock market has an influencer problem

  Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantra
  
  Financial Times - 1d

• Tesla’s stock falls again, and this analyst explains how Elon Musk is a problem

  Tesla’s stock continues to pullback, as the souring of public opinion toward CEO Elon Musk fuels worries of lower sales.
  
  MarketWatch - 1d

• Stock market suffers weekly loss after Trump tariff jitters strike again

  The U.S. stock market slumped Friday, with the S&P 500 giving up its weekly gain after investors fretted over reciprocal tariffs planned by President Donald Trump.
  
  MarketWatch - 4d

More from The New York Times

• 

  What to Know About the Anti-Bribery Law Trump Is Targeting

  Federal prosecutors and securities regulators have gone after large companies for violations of the Foreign Corrupt Practices Act, which prohibits them from bribing foreign officials.
  
  The New York Times - 20h
• 

  Trump Softens Tone on Inflation After Pledging to Lower Prices

  President Trump pledged to lower costs on “Day 1” as a candidate. His administration now acknowledges it will take more time.
  
  The New York Times - 1h
• 

  Goldman Sachs Ditches Big Diversity Rule As Wall Street Backs Off DEI

  Goldman Sachs will drop a demand that corporate boards of directors include women and members of minority groups as financial firms backpedal from D.E.I. promises.
  
  The New York Times - 22h
• 

  Silicon Valley is Embracing Christianity (With the Help of Peter Thiel)

  When tech luminaries talk about their Christian faith, people listen.
  
  The New York Times - 22h
• 

  Trump Tariffs on Steel and Aluminum May Raise U.S. Manufacturing Costs

  Duties of 25 percent on steel and aluminum will flow through to car buyers, beer drinkers, home builders, oil drillers and other users of metal goods.
  
  The New York Times - 5h

More in Business

• 

  AP Accuses White House of Violating First Amendment

  The Associated Press said the White House had blocked its journalists from attending two press events because the news agency had not started using the term Gulf of America.
  
  The New York Times - 6m

• Lyft shares sink 6% on underwhelming fourth-quarter results

  Lyft shares shed about 6% after the ride-sharing app reported lackluster fourth-quarter results and weak bookings guidance due to rising competition.
  
  CNBC - 10m
• 

  Trump Tariffs Rattle Small Business Owners Already Dealing With Tight Margins

  The new tariffs on steel and aluminum are upending plans and projections by construction firms and other companies.
  
  Inc. - 15m

• Comcast and NBCUniversal receive FCC inquiry on DEI initiatives

  The Federal Communications Commission has sent a letter to Comcast inquiring about its DEI practices, a company spokesperson confirmed Wednesday.
  
  CNBC - 15m

• India's Modi to meet with Trump, Musk on Thursday as trade tensions mount

  Indian Prime Minister Narendra Modi has meetings set up for Thursday with President Donald Trump and Tesla CEO Elon Musk, among other leaders.
  
  CNBC - 15m