What I Am Reading
Friday, March 13, 2026
Markets
- Oil Prices Dip Below $100; Dow Opens HigherWall Street Journal
- Stocks Fall and Global Oil Reclaims $100CNN
- Asian Shares Slide as Middle East Conflict Keeps Oil at $100Reuters
- Overseas Investors Unload $4.6bn in Japan Stocks After Iran Strikes as Oil Price Risks MountFinancial Times
- Was This a Super Indicator of AI Excess?Wall Street Journal
Commodities
Central banks
US
Europe
- Europe's Price Shock Is Still a Long Way From 2022 Energy CrisisBloomberg
- The Iran War Is Pushing Up European Energy Prices; Why a Ukraine-Style Inflation Shock Could Still Be AvoidedCNBC
- Commission and EU Countries Confirm No Immediate Oil or Gas Supply Concerns Following Middle East DisruptionsReuters
Geopolitics
AI
Private credit
Trade
US Building Permits Prel (January)
- Source:US Census Bureau/HUDMarch 12)
US Housing Starts (January)
- Source:US Census Bureau/HUDMarch 12)