What I Am Reading
Thursday, February 5, 2026
Markets
Credit
- Treasury Yields Fall After Surge in Announced Job CutsMarketWatch
- JGBs Edge Lower Ahead of 30-Year AuctionWall Street Journal
Commodities
Central Banks
- BoE and ECB Hold Rates; Path Divergence PossibleWall Street Journal
- Bank of England Holds at 3.75% in Close 5–4 VoteReuters
- ECB Leaves Rates Unchanged, Downplays Inflation DipReuters
- Fed's Lisa Cook: Inflation Still the Greater ThreatWall Street Journal
China
Geopolitics
AI
Euro Area Inflation Rate YoY (Flash, January 2026)
- Source:European Commission
Italy Inflation Rate YoY (Preliminary, January 2026)
- Source:Istat
US ISM Services PMI (January 2026)
- Source:ISM World