What I Am Reading
Tuesday, April 28, 2026
Markets
Credit
Commodities
- U.A.E. to Leave OPEC in Blow to GroupWall Street Journal
- Iran Is Flooded With So Much Unsold Oil That It’s Stashing It in Derelict TanksWall Street Journal
- Oil Shock Starts to Seep Into Earnings and Stock PricesBloomberg
- Oil price climbs above $110 for first time in three weeksFinancial Times
- Oil Up More Than 2.5% as Supply Fears IntensifyWall Street Journal
Central banks
- The Fed’s Rate Cuts Are On Pause. But Are They Also Off the Table?Wall Street Journal
- Bank of Japan Delivers Hawkish Hold But Yen Remains on BrinkBloomberg
- BOJ's Split Vote on Rates Marks Most Hawkish Divide of Ueda EraBloomberg
- Yen carry trade unwind risk could return if BOJ's Ueda strikes dovish tone, says UBSCNBC
Europe
China
Global Economy & Emerging Markets
AI
- OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPOWall Street Journal
- Microsoft vs. Amazon: Which AI Stock Is the Better Buy?Globe & Mail
- Nvidia Stock Falls. What’s Hitting AMD, Broadcom and the AI Chip Players.Barron's
- Oracle Stock Drops on OpenAI Shock. CoreWeave, SoftBank Also Hit.Barron's
- Google signs classified AI deal with Pentagon, The Information reportsReuters
Geopolitics
Beyond Markets
Japan BoJ Interest Rate Decision (April 2026)
- Source:Bank of Japan