What I Am Reading
Tuesday, February 10, 2026
Markets
Credit
Commodities
Central Banks
US Economy
- U.S. Retail Sales Flat in DecemberWall Street Journal
- Employment Cost Index Growth Cooled in Q4 to 0.7% q/qReuters
- U.S. Small-Business Confidence Slipped in JanuaryWall Street Journal
US Politics
Europe
Japan
China
AI
- "Picks and Shovels Still Rule" the AI TradeWall Street Journal
- Cadence Touts AI to Speed Chip Design; 10× Productivity ClaimsBloomberg
- TSMC January Revenue +37% as AI Spend Marches OnBloomberg
- OpenAI to Retire GPT-4o on Feb. 13Wall Street Journal
Corporate Finance
- Goldman's Solomon: Dealmaking Rebound Likely, With Near-Term "Speed Bump"Wall Street Journal
- Santander's $12.2B Webster Bid Marks Bold U.S. PushFinancial Times