What I Am Reading
Monday, March 30, 2026
Markets
Credit
- Bond Investors Suddenly Are More Focused on Growth Than InflationBloomberg
- 30-Year Rates Climb to 6.56%Wall Street Journal
- Private Credit’s Exposure to Software Industry Is Bigger Than AdvertisedWall Street Journal
Commodities
Central Banks
Global Economy & Trade
- How a Month of War on Iran Has Remade the World EconomyBusiness Insider
- Brace Yourselves. A Recession Is Coming.Niall Ferguson
- Energy-Price Shock Hits Nations Already Dealing With High Debt LevelsWall Street Journal
- China's 'Teapot' Oil Refineries Keep Economy BrewingGuardian
- Indian Economy Faces Risks on Multiple Fronts From Middle East ConflictWall Street Journal
- Two Data Points to Consider a Year Since Trump's Tariff Liberation DayBloomberg
Technology
- The Sudden Fall of OpenAI’s Most Hyped Product Since ChatGPTWall Street Journal