What I Am Reading
Friday, May 29, 2026
Markets
- Yardeni: The double 10K scenario: Wall Street veteran says the S&P 500 and gold can each reach that mark by the end of the decadeMarketWatch
- Global equity funds draw weekly inflows as AI rally boosts sentimentReuters
- Stock Market Hits Highs On U.S.-Iran Deal; Dell Surges On EarningsInvestor's Business Daily
- Sell in May Proves to Be a Losing Trade in US StocksBloomberg
- Oil Prices Set For Biggest Monthly Drop in 6 Years on Hope for U.S., Iran Peace DealBarron's
Central banks
US economy
- Wall Street’s stagflation fears are easing thanks to the mere hint of a U.S. deal with IranFortune
- Real-Estate Agents Are Quitting the Slow Housing MarketWall Street Journal
- Americans Are Falling Behind on Their $1.25 Trillion Credit-Card BillWall Street Journal
- The Record Divide Between Corporate Profits and Worker PayWall Street Journal
- U.S. GDP Growth Revised Lower for First QuarterWall Street Journal
- US Merchandise-Trade Deficit Narrows on Rise in ExportsBloomberg
Europe
Japan
- Japan Inflation Slows But Mideast Risks Keep Rate Hike on TableWall Street Journal
China
Emerging Markets
AI
- How a successful options trader is using AI tools to help him beat the marketBusiness Insider
- Super Micro and These Stocks Pop as Dell Drives AI BuzzBarron's
- AI Has Made Memory Chips More Valuable Than OilWall Street Journal
- Corporate America Is Starting to Ration AI as Cost SkyrocketsWall Street Journal
Trade
Geopolitics
US Core PCE Price Index (April 2026)
- Source:Bureau of Economic Analysis
US Durable Goods Orders (April 2026)
- Source:U.S. Census Bureau
US Real GDP (revised) (Q1 2026)
- Source:Bureau of Economic Analysis
US Personal Income (April 2026)
- Source:Bureau of Economic Analysis
US Personal Spending (April 2026)
- Source:Bureau of Economic Analysis