What I Am Reading
Saturday, May 9, 2026
Markets
Credit
Commodities
- The Iran war will change global energy markets in these important ways, oil executives sayCNBC
- Iran War Is Draining World’s Oil Buffer at Unprecedented PaceBloomberg
- Citi says oil could rise further if US-Iran talks remain thornyReuters
- Gold has climbed back above a key trend line. Are more gains on the way?MarketWatch
US economy
US politics
Europe
- ‘We are talking about energy security for Europe’: Norway doubles down on oil and gas productionGuardian
- Future of UK lies in the EU after Brexit ‘failure’, say European GreensGuardian
- The EU wants to unshackle its economy. For real this timeEconomist
- Europeans Are Fed Up and Taking It Out on Their LeadersWall Street Journal
China
- China Vows to Advance Efforts to Defuse Local Government DebtBloomberg
- China April exports rebound strongly, trade surplus widens ahead of Trump visitReuters
- China energy imports drop in April amid Iran war as fuel exports hit decade lowReuters
- China’s Cars Aren’t in the U.S., but Its Auto Parts Are EverywhereWall Street Journal
AI
- Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this yearCNBC
- This new AI trade is leaving Nvidia and Micron in the dustYahoo Finance
- Is Microsoft Overspending on Artificial Intelligence?Globe & Mail
- Akamai Stock Leads S&P 500 Today as AI Deal Overshadows Earnings. It Could Be With Anthropic.Barron's
- The world must stop AI from empowering bioterroristsEconomist
Trade
- The trade deal with China is not a leashGlobe & Mail
Geopolitics
Beyond Markets
US Nonfarm Payrolls & Unemployment Rate (April 2026)
- Source:Bureau of Labor Statistics