What I Am Reading
Saturday, February 7, 2026
Markets
- The Dow Has Rallied Past 50,000. It's Not About Tech.Barron's
- Wall Street Drama Punishes Speculation and Rewards Steady BetsBloomberg
- This little-noticed bond-market development could put borrowers on edgeMarketWatch
- US Treasury yields fall as jobless claims rise unexpectedlyReuters
- Dollar set to halt three-week drop as gold rally fades, yen fallsBloomberg
- The dangerous dollarEconomist
Commodities
Central Banks
- Fed's Daly says outlook feels "precarious," sees room to cutReuters
- Fed's Jefferson cautiously optimistic; inflation seen fallingReuters
- ECB's Kazaks: sharp euro appreciation could trigger responseReuters
- ECB monitoring euro; rally not "dramatic," Stournaras saysBloomberg
- Former Japan FX chief: intervention should be backed by rate hikesReuters
US
Europe
Trade & Geopolitics
AI
- Big Tech's planned 200bn AI spending blitzFinancial Times
US Michigan Consumer Sentiment (February 2026)
Germany Balance of Trade (December 2025)
Canada Unemployment Rate (January 2026)
- Source:Statistics Canada
Canada Ivey PMI (January 2026)
- Source:Ivey PMI