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What I Am Reading
What I Am Reading
Tuesday, April 7, 2026
Markets
Stocks nervy, oil above $110 as Trump's Iran deadline nears
Reuters
Stocks fall and oil rises after Trump says 'a whole civilization will die tonight' ahead of ceasefire deadline
Business Insider
Dollar holds firm before Trump Iran deadline, US data looms
Reuters
Credit
Jamie Dimon Warns of Higher Inflation, Interest Rates From Iran War
Wall Street Journal
Jamie Dimon warns of a 'skunk at the party' for markets if inflation builds
Business Insider
Commodities
Oil prices rise as Hormuz stays shut ahead of Trump deadline, strikes on Iran intensify
Reuters
U.S. oil prices top $115 a barrel after reports that Iran's Kharg Island targeted with multiple strikes
MarketWatch
Central Banks
Central banks risk losing another battle by trying to win the last war
Reuters
BOJ to raise rates by July on mounting price pressure, ex-board member says
Reuters
US
Economy jolted by Iran war. Inflation bubbles up and service companies curb employment.
MarketWatch
The Iran war shock is about half the size of Covid-19
Financial Times
Europe
Euro zone growth slows to nine-month low on surging costs, PMI shows
Reuters
Japan
Japan finance minister vows close G7 coordination as market volatility persists
Reuters
Japan sees weakening economic momentum, early signs of war-induced pain
Reuters
China
China curbs domestic fuel price hike again to soften impact of surging oil prices
Reuters
AI
Broadcom signs long-term deal to develop Google's custom AI chips
Reuters
Intel to join Musk's Terafab mega AI chip project
Reuters
Uber bets on Amazon's custom chips to boost AI efforts
Reuters
Trade
Trump's trade war with China in focus ahead of May summit
Reuters
Draw it yourself: Checking Trump's tariff claims a year later
Reuters
Corporate Finance
Bill Ackman's Pershing Square proposes 5 billion to boost cancer pipeline
Reuters
US Nonfarm Payrolls (March 2026)
Source:
Bureau of Labor Statistics
US Unemployment Rate (March 2026)
Source:
Bureau of Labor Statistics
US ISM Services PMI (March 2026)
Source:
Institute for Supply Management)
Thursday, April 2, 2026
Thursday, April 9, 2026
