What I Am Reading
Monday, February 23, 2026
Markets
Commodities
Central Banks
US
- Watch out for oil's disappearing disinflationary dragReuters
- Trump hikes new global tariff to 15%Wall Street Journal
- Trump's New Tariffs Face Their Own Legal QuestionsBloomberg
- Morning Bid: Supreme uncertaintyReuters
- Why Tariffs Aren’t Shrinking the U.S. Trade DeficitWall Street Journal
Mexico
- Mexico Takes on Cartels as Killing of Oseguera Sparks ViolenceWall Street Journal
China
Industries & companies
- Meta Looks Like a Money Printing Machine, Yet Still Borrows Billions for AIWall Street Journal
Trade
Credit
- Blue Owl and private credit's structural problemFinancial Times