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What I Am Reading

Friday, January 9, 2026

Markets

Credit

Trump says he's ordering $200B in mortgage-bond purchasesReuters

Central Banks

Fed seen on longer rate-cut pause after jobs dataReuters
December jobs report clears path for the Fed to stand patWall Street Journal
ECB's Lane: Euro could gain as investors reassess dollarBloomberg

US Politics

Supreme Court set to issue rulings as Trump awaits fate of tariffsReuters
Importers brace for up to $150B in tariff refunds if Trump loses at Supreme CourtReuters

Europe

Euro zone ends 2025 on resilient note as retail and industry boost activityReuters

China

China CPI hits 34-month high; factory-gate deflation persistsReuters

Japan

Japan tightens oversight of foreign investments; M&A seen continuingReuters

Global Economy & Emerging Markets

Taiwan's 2025 exports hit record on AI demand; U.S. shipments surgeReuters

AI

TSMC stock rises after bumper sales; what it says about an AI bubbleBarron's

Commodities

Corporate Finance

Rio Tinto, Glencore restart talks to form world's biggest minerWall Street Journal
Market reaction: Glencore jumps, Rio slips on megadeal talkReuters

Geopolitics

Russia says it fired hypersonic Oreshnik missile at Ukraine; second known useReuters

US ISM Services PMI (December 2025)

. Source:Institute for Supply Management

US JOLTS Job Openings (November 2025)

million each. Source:U.S. Bureau of Labor Statistics.

Euro Area Inflation Rate YoY (Flash, December 2025)

y. Source:Eurostat

Italy Inflation Rate YoY (Preliminary, December 2025)

in November. Source:ISTAT

China Inflation Rate YoY (December 2025)

y. Source:National Bureau of Statistics of China

Japan Consumer Confidence (December 2025)

Cabinet Office (ESRI) – Consumer Confidence Survey