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What I Am Reading

Wednesday, June 24, 2026

Commodities

Oil Extends Drop as More Tankers Cross Hormuz After Peace TalksBloomberg
Gold Slides to Two-Week Low as Stronger Dollar and Fed Rate Expectations WeighYahoo Finance
Global physical crude markets mired in discounts as Middle East ramps up supplyReuters

Central banks

The Fed's Latest Inflation Reading Has Good and Bad News for the Stock Market. Here's What It Means for Investors.Globe & Mail
Warsh’s Pivot Risks Confusing the Market and the FedBloomberg
A Landmark Housing Bill Passed Congress. Home Builders Fear It Will Fizzle.Wall Street Journal
Trump Calls for Probe Into U.S. Gasoline Prices After Oil FallsWall Street Journal

Europe

Europeans Are Terrified of Spending Money, and It’s Hurting the EconomyWall Street Journal

China

China rejects claims it uses subsidies to undercut rivalsYahoo Finance
China’s premier says competitiveness not down to subsidiesFinancial Times

Trade

AI

Geopolitics

Rubio starts Middle East trip as Gulf allies sceptical about Iran deal seek answersReuters

Beyond Markets

Top-Paid CEOs Smash the $200 Million PaydayWall Street Journal
Orders From Teachers Union Headquarters: No School Choice for YouWall Street Journal