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What I Am Reading

Wednesday, January 7, 2026

Markets

Stock Market Today: Nasdaq edges up; oil slips, yields fallWall Street Journal
U.S. stocks hover near records as traders digest dataBloomberg
China's December FX reserves rise slightly; yuan dynamics in focusReuters

Credit

Treasury yields fall after softer-than-expected ADP jobs reportMarketWatch
Global bond yields drop on growing hopes for rate cutsWall Street Journal
Bond market backdrop boosts bank stocks ahead of earningsBarron's
Venezuela sovereign bonds extend rally after weekend shockReuters

Commodities

Central Banks

Fed's Miran hasn't spoken with Trump about Fed chair jobWall Street Journal
Barkin: Future rate changes should be fine-tuned to dataReuters
Eurozone inflation dips; growth holds up, backing ECB's viewReuters

US

ADP: Private payrolls +41k in December, labor market stabilizingMarketWatch
Minimum-wage hikes take effect across 19 statesWall Street Journal
Trump tariff revenue claims face pushback as collections slowFortune

Europe

Eurozone inflation hits 2%, easing pressure on marketsFinancial Times

Japan

Japan SME lobby urges government action on inflation pressuresReuters

AI

Nvidia CEO: Chinese demand for H200 is "quite high"Wall Street Journal
China asks tech firms to pause Nvidia H200 ordersReuters
U.S. working through Nvidia China chip licenses; demand strongReuters

Corporate Finance

France Inflation Rate YoY, Preliminary (December 2025)

deflation eased. Source:INSEE

Germany Inflation Rate YoY, Preliminary (December 2025)

Source:Destatis