What I Am Reading
Wednesday, April 22, 2026
Central banks
- Governments Could Force ECB’s Hand If Energy Support Is Too Broad, Lagarde SaysWall Street Journal
- Opinion | Can Kevin Warsh Pass the Jerome Powell Test?New York Times
- Warsh Pressed on Financial Disclosures, Fed Independence at HearingWall Street Journal
- A New Era for the Federal ReserveWall Street Journal
Energy
- How the Iran war oil and gas supply shock compares with past disruptionsReuters
- Hawaii and Alaska Are Feeling the Brunt of the Energy ShockWall Street Journal
- Why Gasoline Is So Much Cheaper in the U.S. Than OverseasWall Street Journal
- Druzhba pipeline restarts Russian oil flows to Europe, unblocking EU loan for KyivReuters
- Secretive Shipments of Iranian Oil to China Are Under Threat by U.S.Wall Street Journal
US
- What Everyone Got Wrong About Jobs and the Immigration CrackdownWall Street Journal
- Opinion: Why Social Security faces a financial reckoning just a few years from nowMarketWatch
- The wealth tax illusion: We cannot confiscate our way to prosperityThe Hill
- Has New York figured out how to tax the rich?The Week
Europe
India
- India’s Factory Workers Were Getting By. Then the Strait of Hormuz Closed.Wall Street Journal
Japan
- Japan Lifts Ban on Arms ExportsWall Street Journal
Geopolitics & trade
- Strait of Hormuz closed as Iran seizes ships after Trump ceasefire extensionCNBC
- Iran War: US, Iran Deadlocked Over Hormuz Blockade After Trump Extends TruceBloomberg
- Saudi Arabia and Iraq Are Caught in a Hidden War Within the Iran WarWall Street Journal
- Maybe Donald Trump Shouldn’t Visit Xi Jinping After AllBloomberg
AI
- AI Spending Spree Rages, Amazon’s Anthropic Bet and Intel’s Premature ResurgenceWall Street Journal
- Google Introduces Specialized Chip for New Wave of AI ComputingWall Street Journal
- Meta to start capturing employee mouse movements, keystrokes for AI training dataReuters
- Productivity Is Key to Our Economic Future
Corporate finance
Industries & companies
- Airlines:Trump administration in advanced talks for Spirit Airlines rescueCNBC
- Airlines:Trump to United and American: Don’t MergeWall Street Journal
- Autos:CATL claims 6-minute charge and 1,500km range for new electric vehicle batteriesFinancial Times
- Logistics:UPS Doesn’t Want to Deliver Every Package, but It Really Likes Returning ThemWall Street Journal
Germany ZEW Economic Sentiment Index (April 2026)
- Source:zew.de
UK Unemployment Rate (February 2026)
US Retail Sales MoM (March 2026)
- Source:U.S. Census Bureau