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What I Am Reading

Thursday, January 29, 2026

Markets

U.S. Stocks Slip as Traders Weigh AI Spending PlansBloomberg
Treasury Yields Steady Following Fed Hold as Geopolitical Tension RisesWall Street Journal

Emerging

Indonesia Stocks Swoon on Possible MSCI Downgrade RiskReuters
Turkish Stocks Eye Best January Since 1997Bloomberg
Dollar Near Multi-Year Lows as Policy Risks LingerReuters
Europe Frets Euro Strength as Dollar SoftensReuters
Japan Leans on U.S. Backing, Tactical Silence in 'War on Yen Bears'Reuters
Why the Yen Is Still So WeakEconomist

Credit

Leveraged Firms Upsize Loans Amid Hot DemandBloomberg
Wall Street Braces for AI-Driven Bond BingeBloomberg

Commodities

Central Banks

Fed Holds Rates; No Rush to Loosen FurtherFinancial Times
Powell Sidesteps Future Plans, Offers Advice to SuccessorReuters

US

Q3 Productivity Growth Unrevised at 1.9%Reuters
White House, Democrats Pursue Deal to Avert ShutdownWall Street Journal
Democrats, Trump Officials Edge Toward Shutdown DealReuters

Europe

Eurozone Business Confidence Jumps in JanuaryWall Street Journal

China

China Said to Drop 'Three Red Lines' Property Curbs; Developers RallyReuters

AI & Technology

Investors Reward AI Payoff, Punish Misses in Big TechReuters
Meta Reports Record Sales, Massive Spending Hike on AI BuildoutWall Street Journal
Microsoft Shares Drop on Soaring AI/Data-Center SpendWall Street Journal
Caterpillar Sales Jump on Power/Energy for Data CentersWall Street Journal
Stop Panicking About AI. Start PreparingEconomist

Trade & Geopolitics

Germany GfK Consumer Confidence (February 2026)

GfK Consumer Climate)

Canada BoC Interest Rate Decision (January 28, 2026)

Bank of Canada

US Fed Interest Rate Decision (January 28, 2026)

Federal Reserve FOMC Statement