What I Am Reading
Tuesday, May 26, 2026
Markets
- Tech Rally Leads Stocks HigherWall Street Journal
- Wall Street Set for Gains as Iran Peace Hopes Hold: Markets WrapYahoo Finance
- U.S. Semiconductor Stocks Rise Premarket After Asia RallyWall Street Journal
- Emerging Stocks Extend Rally as AI Boom Outweighs Iran DoubtsBloomberg
Credit
- Corporate Bonds Are a Great Deal if You Don’t Look Too CloselyWall Street Journal
Commodities
- Oil price touches $100 a barrel as energy market may be past ‘point of no return’Guardian
- Oil Futures Recover After U.S. Strikes Against IranWall Street Journal
- China’s hidden reserves may be the reason oil prices haven’t truly explodedMarketWatch
- Gold falls as renewed U.S.-Iran tensions dampen peace hopes, clouds interest rate outlookCNBC
US economy
- Hassett defends Trump tariffs, says US economy absorbing higher costs without inflation spikeFOX
- The ‘Trade-Down’ Economy: How Americans Are Spending LessNew York Times
- This Summer’s Teen Job Market Is the Toughest in DecadesWall Street Journal
- The Supreme Court handed Trump a Golden Chariot on tariffs — now he just has to take itFortune
China
Emerging Markets
- India Earnings Revival Under Threat as Commodity Prices SurgeBloomberg
- Taiwan Overtakes India as World's Fifth-Largest Stock MarketBloomberg
- AI Stocks: SpaceX, OpenAI IPO Buzz Fuel Next Leg Of Rally. Salesforce, Snowflake Earnings Due.Investor's Business Daily
- Hedge funds are AImaxxingFinancial Times
- Airlines:Delta’s Flight Cancellations Have Mounted, and It’s Staffing Up to ImproveWall Street Journal
- Airlines:American Airlines to Offer Starlink Internet on FlightsWall Street Journal
- Energy:BP removes Chairman Albert Manifold in surprise moveReuters
Geopolitics
Germany Ifo Business Climate (May 2026)
- Source:Ifo Institute