What I Am Reading
Monday, January 26, 2026
Markets
Oil
Central Banks
- The Fed meets this week. It's expected to stand pat. The big question is for how long.MarketWatch
- The Fed Is Suddenly Hurtling Toward A $34 Trillion BlackRock Gold And Bitcoin Price Game-ChangerFOX
- BOJ sees the boost to inflation from weak yen becoming largerReuters
- Japan says it's in close coordination with U.S. on FX as yen-intervention risks mountReuters
- Yen jumps in broad hit to dollar as Japan intervention risks growReuters
- PBOC to support HKMA in doubling yuan liquidity for Hong Kong lendersSCMP
US Politics
- Republicans' House Majority Is Shakier Than EverWall Street Journal
- Democrats Demand Changes to Homeland Security Bill, Risking Another ShutdownWall Street Journal
Europe
China
- How a shrinking China could handcuff Beijing's ambitionsNY Post
- China needs silver and young spenders, plus policy support, to boost consumption: HSBCSCMP
- Beijing equips Chinese firms for global stage amid trade jittersSCMP
- Xi Jinping calls AI "epoch-making" as China pushes innovation strategy, flags risksSCMP
AI
Credit
- CVC Bets on U.S. Private-Credit MarketWall Street Journal