What I Am Reading
Thursday, June 18, 2026
Markets
Credit
- SpaceX Bankers Preparing for Bond Sale of at Least $20 BillionBloomberg
- Even More Investors Want Out of Private CreditWall Street Journal
Commodities
Central banks
US economy
- Average 30-year U.S. mortgage rate falls to 6.47%, tracking lower bond yields as Iran war winds downWashington Post
- A troubling economic pattern is flashing a warning for stocks: private vs. public GDPBusiness Insider
- California’s housing prices reach staggering new high as city drives sales through the roofNew York Post
- 5 Solutions to America’s Housing ShortageWall Street Journal
Geopolitics & Trade
- US-Iran deal redraws the Middle East: Iran gains, rivals alarmedReuters
- Trump’s Deal Sidesteps Key Reasons He Went to War With IranWall Street Journal
- EU leaders weigh tougher measures to combat China trade imbalanceReuters
- How does the EU protect itself from Chinese trade dominance?Reuters
- EU Commission clarifies all Russian LNG trade is banned from 2027 for EU operators, letter showsReuters
- India-US trade deal had created uncertainty between two nations, India's foreign secretary saysReuters
AI
- The AI trade could shift back in Nvidia's favor. Here's whyCNBC
- Amazon in Talks to Sell Custom AI Chips in Bid to Undercut NvidiaBloomberg
- The $13 Billion AI Startup Betting on Cheaper Alternatives to OpenAI, AnthropicWall Street Journal
- Big Tech’s AI Spending Spree Is Making Stock Buybacks DisappearBloomberg
- This State Is Testing Out AI Doctors—and Actual Doctors Aren’t Happy About ItWall Street Journal
Beyond Markets
UK Inflation Rate YoY (May 2026)
US Retail Sales MoM (May 2026)
- Source:U.S. Census Bureau