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What I Am Reading

Wednesday, April 1, 2026

Markets

Global Stocks Rally Masks Angst Over Impact of Oil PricesBloomberg
'Hormuz Hope' Rally on Possible End to Middle East ConflictWall Street Journal
Asia Steps Up Bond Support as Energy Shock Sends Yields SurgingBloomberg

Credit

Credit Derivative Trading Shatters Records on Iran War, AI FearsBloomberg

Commodities

Oil Tumbles and UK's FTSE 100 Posts Biggest Daily Rise in a Year on Hopes Middle East War Will End SoonGuardian
Oil Soars 60% in March as Iran War Chokes Global Energy TradeFinancial Times

Central Banks

US

The Economy Is on the Edge. What Could Tip It Over.Wall Street Journal
Inflation Worries Become Growth WorriesFinancial Times
US Retail Sales Strong in February; Iran War Expected to Hurt SpendingReuters
US Manufacturing Sector Grows in March; Supplier Delivery Performance DeterioratesReuters
Republican Senator Proposes to Widen US Ban on Chinese AutosReuters
Trump Is Not Just Sinking in the GulfFinancial Times

Europe

Japan

China

China's Factory Activity Expands but Price Pressures Intensify, Private PMI ShowsReuters

Global Economy

IMF, Pakistan Reach Staff-Level Agreement on $1.2 Billion DisbursementReuters

AI

Corporate Finance

Trade

Euro Area Inflation Rate y/y Flash (Mar 2026)

Source:EurostatMarch 31)

Japan Tankan Large Manufacturers Index (Q1 2026)

Source:Bank of JapanApril 1)

China RatingDog Manufacturing PMI (Mar 2026)

Source:S&P Global / CaixinApril 1)