What I Am Reading
Monday, March 16, 2026
Markets
Geopolitics & commodities I
Geopolitics & commodities II
- U.S. bombing of Kharg Island, Iran's critical oil hub, sparks new threats to target Gulf oil infrastructureNBC
- Strategic Oil Release May Calm Markets but Cannot Fix Hormuz Disruption; IEA's 400mb Release Covers Only 4 Days of Global ConsumptionAJZ
- Oil Industry Warns Trump Administration That Fuel Crunch Will Likely WorsenWall Street Journal
- Trump rejects efforts to launch Iran ceasefire talks, sources sayReuters
- The current cost and casualties in Iran warNPR
Central Banks
Private credit
- Top Apollo Executive Sounds Off on ‘Arrogance’ in Private MarketsWall Street Journal
- Inside Cliffwater’s $42 Billion Private-Credit Black Box: More Black BoxesWall Street Journal
US
Europe
China
- China’s Economy Off to Steady Start in 2026 Amid Lowered ExpectationsWall Street Journal
Global Economy
AI & technology
US Durable Goods Orders, nsa (January)
- US Census BureauMarch 13)
US Michigan Consumer Sentiment — Preliminary (March)
- University of MichiganMarch 13)
Canada Unemployment Rate (February)
- Statistics CanadaMarch 13)