What I Am Reading
Saturday, January 24, 2026
Markets
Currencies & Commodities
- Yen sees sudden spikes as rate-check speculation swirlsReuters
- Indian rupee hits record low; worst weekly fall in six monthsReuters
- FX impact from U.S.–Taiwan trade deal is "controllable"Reuters
- Treasury yields slip as haven demand firms into Fed weekWall Street Journal
- Gold tops $4,900/oz; silver and platinum extend record‑setting rallyReuters
- BOJ holds rates; keeps hawkish inflation outlook, vigilance on weak yenReuters
- What Trump knows about Greenland (and why the issue isn't over)Wall Street Journal
- Greenland row galvanizes Europe to confront a new U.S. realityReuters
- With Greenland in flux, echoes of a return to great-power territorial playsWall Street Journal
- Finland's PM to lead first China visit since 2017 as Europe seeks leverageSCMP
US
- Is the U.S. economy as hot as it looks? Risks around inflation & AI boomFinancial Times
- Consumer sentiment ticked higher in January, per Michigan surveyWall Street Journal
- At America's biggest retail show, the China question never really goes awaySCMP
- Foreign tourists flock to China's winter destinations; inbound surgeSCMP
- Singapore to invest in public AI research through 2030Reuters
- Davos op-ed: leaders distracted, ignoring the critical fiscal issueSCMP
UK Retail Sales MoM (December 2025)
UK S&P Global/CIPS Manufacturing PMI Flash (January 2026)
- Source:S&P Global – Flash UK PMI)
UK S&P Global/CIPS Services PMI Flash (January 2026)
- Source:S&P Global – Flash UK PMI)
Germany HCOB Manufacturing PMI Flash (January 2026)
- Source:HCOB Flash Germany PMI)