Menu

Theme

What I Am Reading

Friday, January 23, 2026

Markets

Global

Davos: ECB’s Lagarde plays down fears of ‘rupture’ in world order, as IMF’s Georgieva warns of AI ‘tsunami’ hitting jobs marketGuardian

Credit

Wall Street braced for a private credit meltdown. The risk is risingCNBC
Which countries own the most U.S. debt—and will they sell?MarketWatch
How Banks Can Appease Trump on Credit-Card RatesWall Street Journal

Commodities

Central Banks

BoJ warns over rapid rise in bond yields amid market turbulenceFinancial Times

US Economy

US Politics

U.S. House advances FY-26 spending bills; DHS funding clears chamberReuters

Europe

EU to suspend €93bn retaliatory trade package against U.S. for six monthsReuters

China

China to set 2026 GDP growth range of 4.5%–5%SCMP

AI & Technology

Intel Shares Slide as Costs Pile Up to Meet AI DemandWall Street Journal
'Jobs, jobs, jobs': Davos CEOs say AI will create roles even as others vanishReuters

Trade & Geopolitics

US GDP Growth Rate QoQ (Q3 Updated Estimate)

Source:U.S. Bureau of Economic Analysis

US PCE Price Index (October & November)

Source:U.S. Bureau of Economic Analysis

US Personal Income MoM (November)

Source:U.S. Bureau of Economic Analysis

US Personal Spending MoM (November)

Source:U.S. Bureau of Economic Analysis

Japan Inflation Rate YoY (December)

Source:Statistics Bureau of Japan

Japan BoJ Interest Rate Decision (January 2026)

Source:Bank of Japan