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What I Am Reading

Thursday, April 30, 2026

Markets

Soaring oil prices ease and markets rise as Big Tech sends mixed signalsWashington Post
Futures Rise On Huge Earnings; Oil Prices Turn LowerInvestor's Business Daily
Forget buy the dip. Now retail investors are ‘trading the mania’ in chip stocks, and it’s about to get messy.MarketWatch

Credit

Blue Owl's profit beats estimates as assets grow, but private credit lagsReuters

Commodities

Central banks

Powell Won’t Leave. The Fed Won’t Cut. Warsh Will Have to Deal With Both.Wall Street Journal
Japan says 'decisive' FX action nearing in strongest warning yet, yen spikesReuters

US

AI Investment Boosted Economic Growth, While Consumers Tapped the BrakesWall Street Journal

Europe

Eurozone Economy Slows in First Quarter on Energy ShockWall Street Journal

China

China's Guangzhou offers homebuying incentives to support property marketYahoo Finance

AI

The Clock Is Ticking for Big Tech to Make AI PayWall Street Journal
Meta Stock, Microsoft Victims of the AI Hunger Games After EarningsBarron's
Nvidia, AMD, and Broadcom Stocks Rise. What Big Tech Earnings Mean for AI Chips.Barron's

Trade

How the Trump-Xi threats of trade war softened into a quieter rivalryFinancial Times

Geopolitics

Beyond Markets

New Report Emphasizes Downsides of a Militarized EconomyForbes

Germany Inflation Rate y/y Prel (April 2026)

Source:Federal Statistical Office of Germany

US Durable Goods Orders m/m (March 2026)

Source:U.S. Census Bureau

US Housing Starts (March 2026)

Source:U.S. Census Bureau and HUD

US Building Permits (March 2026)

Source:U.S. Census Bureau and HUD