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What I Am Reading

Thursday, January 15, 2026

Markets

Wall Street Slips as Big-Bank Results Roll InReuters
TSMC Spurs Tech Revival as Metals Slide From PeaksBloomberg
Is That It? The Great Dollar Reversal FizzlesReuters
ETFs Are Eating the WorldWall Street Journal
Bond Investors Eye Higher Yields as Fed Chair Probe Raises RisksReuters

Commodities

Oil Prices Tumble as Fears of U.S. Action in Iran EaseFinancial Times
Halliburton Sees Speedy Return to Venezuela, Plays Down RisksFinancial Times

Central Banks

What Fed Officials Said This Week About the Powell ProbeWall Street Journal
The Fed Fights BackWall Street Journal
ECB's Kazaks: No Room for Complacency as Attacks on Fed Raise RisksReuters
Traders See ~40 bps of BoE Cuts by SeptReuters
BOJ Seen Raising Rates to 1% or Higher by SeptemberReuters
Yen Holds Below 160 on Intervention FearsReuters

US Economy

Existing-Home Sales Accelerate in DecemberReuters

Japan

Japan Wholesale Inflation Slows; Import Costs Flatten on Weak YenReuters

China

China to Cut Relending Rates, Widen Credit Support for Private Sector and TechSCMP

Geopolitics & Trade

AI

AI Drives Semiconductor Revenues Past $1 Trillion for 2026Financial Times

Corporate Finance

Goldman Sachs Sets Wall Street Record in Equities TradingBloomberg

US Inflation Rate (December 2025)

lar pace to the headline measure. Source:Bureau of Labor Statistics

US PPI (November 2025)

. Source:Bureau of Labor Statistics

US Retail Sales (November 2025)

. Source:U.S. Census Bureau

US Existing Home Sales (December 2025)

-month supply. Source:National Association of Realtors