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What I Am Reading

Thursday, April 2, 2026

Markets

Oil price jumps and markets slide after Trump warning to IranGuardian
Oil Prices Soar 50% in March From Iran ConflictWall Street Journal
Dollar jumps as Trump pledges more Iran strikesReuters

Geopolitics & Trade

US will hit Iran "extremely hard" in coming weeks, says TrumpFinancial Times
What Iran's Control of the Strait of Hormuz Means for the Global EconomyWall Street Journal
U.N. Agency Expects Big Drop in Global Trade From Hormuz ClosureWall Street Journal
"Liberation Day" one year later: What Trump's tariffs are costing AmericaMarketWatch
Trump and steel and aluminum tariffsBloomberg
Tariff-struck companies exploring loans backed by refund claimsReuters

Central Banks

US Economy

US labor market remains stable; trade deficit widens in FebruaryReuters
U.S. manufacturers see best month in 2½ years, but Iran war threatens to derail progressMarketWatch
ISM Manufacturing Survey Shows Rising Price PressuresWall Street Journal

Europe

Europe risks recession if oil jumps over $150, ECB's Stournaras saysReuters

China

AI

Does the AI business model have a fatal flaw?Reuters

US Retail Sales (February 2026)

U.S. Census BureauApril 1)

US ISM Manufacturing PMI (March 2026)

Institute for Supply ManagementApril 1)