What I Am Reading
Thursday, March 12, 2026
Markets
Commodities
- IEA Oil Market Report March 2026: War Creating 'Largest Supply Disruption in History'Reuters
- Oil Prices Soar Above $100 Despite Historic Release of Reserves as Supply Fears PersistCNN
- Three More Ships Struck in the Persian Gulf as Iran Warns of Oil Prices Hitting $200CNBC
- Plans for Record Emergency Oil Release Signal Middle East War Could Drag on for MonthsCNBC
- The Low Cost of High Gasoline PricesWall Street Journal
Central banks
US
Europe
Geopolitics
- Shipping Attacks Surge in Strait of Hormuz, GulfWall Street Journal
- How Trump's Iran Exposure Could Hand Putin a Lottery Win; Russia Aiding Iran With Drone Tactics From UkraineCNN
- Russia Helping Iran With Drone Tactics Learned in Ukraine to Hit U.S. and Gulf Targets, Western Intelligence Official Tells CNNCNN
- Russia Is Raking In 510 Million Euros Per Day From Oil Windfall as Iran War Rages; Putin Offers Europe Long-Term Energy CooperationNew York Times
- Trump, Putin Talk of War and Peace as U.S. Weighs Easing Russian Oil Sanctions; Kremlin Says Discussions 'Very Substantial'Reuters
AI
Trade
Research
US Inflation Rate YoY (February 2026)
- Bureau of Labor StatisticsMarch 11)
US Existing Home Sales (February 2026)
- National Association of RealtorsMarch 10)