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What I Am Reading

Monday, June 1, 2026

Markets

Wall Street Risk Rally Powers Past War StalemateBloomberg
Wall Street bulls bet US stocks rally will defy bubble fearsFinancial Times
Stock Market's Return Will Crush the Long-Term Average in the Next YearYahoo Finance
Yen Back in DangerReuters

Credit

Commodities

Oil prices rise more than 2% as Israel moves further into LebanonReuters
Exxon and Chevron Are Warning That Oil Prices Could Skyrocket in the Coming Weeks. Here's What That Could Mean for Investors.Yahoo Finance
We Could Be Weeks From $140 To $160 A Barrel Oil, Say Industry ExpertsForbes

Central banks

Kevin Warsh Wants the Fed to Think About Inflation DifferentlyWall Street Journal
18 Words From Fed Chair Kevin Warsh That Could Keep Interest Rates Higher for YearsYahoo Finance
Fed’s Waller Says Stablecoins to Broaden Reach of US PolicyBloomberg

US

US Jobs Report Set to Reveal Solid Growth, Steady Unemployment RateBloomberg

Europe

UK Businesses Downbeat about EconomyReuters

China

China’s comparative advantage is industrial policyFinancial Times

AI

Corporate finance

Berkshire Hathaway to Buy Home Builder Taylor Morrison for $6.8 BillionWall Street Journal

Geopolitics & Trade