What I Am Reading
Saturday, April 11, 2026
Markets
Credit
- The Crazy Math Confronting Everyday Investors in Private MarketsWall Street Journal
- Wall Street Builds New Tool to Bet Against Private CreditWall Street Journal
US
- Iran War Fuels Inflation, Saps Consumer SentimentBloomberg
- Inflation Soared to 3.3% in March, Driven by Higher Gasoline CostsWall Street Journal
- US inflation jumps to two-year high as Iran war ripples through economyFinancial Times
- US factory orders unchanged in February for second straight monthReuters
- The job market is so bad workers think they have worse prospects than they did in the pandemicFortune
Trade
Industries
- Jet Fuel Crunch Is Getting Severe With No Reprieve in Sight for AirlinesWall Street Journal
Geopolitics
- Trump warns of fresh strikes if Iran talks fail — as it happenedGuardian
- The Era of Free Seas Is Unraveling—and Now Everyone’s Going to PayWall Street Journal
- The Ships Sailing Through Iran’s Controlled ‘Tollbooth’Wall Street Journal
- Iran Has Thousands of Missiles and Could Retrieve Launchers, U.S. Intelligence FindsWall Street Journal
- America Has Wanted Greenland for Over a Century. Trump Isn’t Giving Up.Wall Street Journal
US GDP Growth Rate QoQ Final (Q4 2025)
- Source:Bureau of Economic Analysis
US Personal Income MoM (February 2026)
- Source:Bureau of Economic Analysis
US Personal Spending MoM (February 2026)
- Source:Bureau of Economic Analysis
Canada Unemployment Rate (March 2026)
- Source:Statistics Canada
US Inflation Rate YoY (March 2026)
- Source:Bureau of Labor Statistics
US Michigan Consumer Sentiment Preliminary (April 2026)
- Source:Surveys of Consumers