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What I Am Reading

Monday, March 23, 2026

Markets

Stocks Jump as Oil Drops SharplyWall Street Journal
Dow Surges 1,000 Points Shortly After the OpenBarron's
Stock markets swing after Trump postpones strikes on Iran power plantsGuardian

Central Banks

Fed rate-hike possibility had been building, but now loweredMarketWatch
BOJ's narrative shift signals dogged commitment to rate hikesReuters
ECB will hike in April and June, Goldman saysMarketWatch
Gilt rout deepens as traders bet on four BOE rate rises this yearFinancial Times

US Economy & Politics

America's Sneaky Inflation Culprit: Manicures, Haircuts and Dog DaycareWall Street Journal
Donald Trump risks getting bogged down in legal action over new tariffsFinancial Times
The Housing Bargain Hiding in Plain SightWall Street Journal

Europe

China

China touts itself as 'harbour of stability' to global CEOsFinancial Times
China pledges more balanced trade and further opening of the economyReuters
China's open-source dominance threatens US AI leadYahoo Finance

Trade & Global Economy

Trailer storage demand rises as tariffs, nearshoring pressures hitYahoo Finance
EU enters 'last mile' of trade deal negotiations with AustraliaYahoo Finance

AI & Technology

Tesla, SpaceX Plan to Build New Chip Factory in TexasWall Street Journal
Nvidia, Emerald AI Partner With Power Companies on New AI FactoriesWall Street Journal

Corporate Finance

Activist Elliott Builds Big Stake in Chip-Design Software Maker SynopsysWall Street Journal
Vertiv Stock Joins the S&P 500 Today. Can Its AI Rally Keep Going?Barron's
Berkshire Hathaway to take $1.8bn stake in Tokio MarineFinancial Times