What I Am Reading
Tuesday, March 17, 2026
Markets
Central banks
- The Fed Keeps Getting Hit With New Shocks in Its Yearslong Inflation FightWall Street Journal
Commodities
- Iran War Will Lower Energy PricesWall Street Journal
- Russia's March oil and gas revenues expected to fall 52% year-on-yearReuters
Geopolitics
- Hormuz: Trump signals coalition to protect oil tankers not ready yetCNBC
- Iran hits UAE energy supplies, tanker struck near Strait of HormuzCNBC
- The Battle for the Strait of HormuzWall Street Journal
- US encourages Syrian action against Hezbollah, Damascus is hesitant, sources sayReuters
- Russia says it supports Cuba after Trump says he will 'take' the Communist republicReuters
- Israel’s Decapitation Strategy Wipes Out Another Two Top IraniansWall Street Journal
Private credit
US
- Why the SAVE America Act Is So ContentiousWall Street Journal
China
- China Has a Lot to Lose in the U.S.-Israel War on IranWall Street Journal
Industries & companies
- Defense:Why Defense-Contractor Stocks Like Lockheed and RTX Aren’t Rallying on the Iran WarWall Street Journal
- Logistics:Amazon rolls out 1-hour, 3-hour delivery in latest fast shipping testCNBC
AI & technology
- ChatGPT Maker OpenAI to Cut Back on Side Projects in Push to ‘Nail’ Core BusinessWall Street Journal
- How Quantum Computing WorksWall Street Journal
Beyond markets
Canadian Inflation Rate YoY (February 2026)
- Source:Statistics CanadaMarch 16)
Australian RBA Interest Rate Decision (March 2026)
- Source:Reserve Bank of AustraliaMarch 17)