What I Am Reading
Friday, January 16, 2026
Markets
Credit
- AI hyperscalers to drive higher U.S. corporate bond supply in 2026Reuters
- Treasuries fall as Trump Fed comments trim rate-cut outlookBloomberg
- U.S. corporate bond sales hit $95bn in busiest week since pandemicFinancial Times
- Global corporate bond yield premiums fall to lowest since 2007Bloomberg
- White House official: "Trump cards" may make credit-card rate cap unnecessaryWall Street Journal
Commodities
Central Banks
- Poker-faced Powell may have ace to stymie Trump Fed shake-upReuters
- Bowman: Fed should be ready to cut again amid job-market risksReuters
- BOJ watchers see next rate hike by July; yen the swing factorBloomberg
- BOJ to begin selling ETF holdings next weekBloomberg
- Japan says U.S. pact allows FX intervention for rapid movesBloomberg
- ECB on steady rate path for now but Fed tussle a risk, Lane warnsReuters
US Economy & Politics
- Inflation relief possible if key forces align in 2026MarketWatch
- Trump to Fed chair contender Hassett: I want to keep you where you areWall Street Journal
- Powell probe upends final stretch of Fed chair successionWall Street Journal
Global Economy & Trade
AI & Technology
- TSMC's blockbuster spending signals AI capex boomWall Street Journal
- As tech giants get more hands-on with energy, their risks riseWall Street Journal
- OpenAI to test ads in ChatGPT to boost revenueReuters
- ClickHouse valued at $15bn as AI database firm rides waveReuters
- Morgan Stanley sees 70% bull-case upside for ASMLBloomberg
UK GDP (November 2025)
- higher in November. Source:Office for National Statistics
Germany Full Year GDP Growth (2025)
- wth after two years of recession. Source:Federal Statistical OfficeDestatis