What I Am Reading
Monday, July 6, 2026
Markets
- Nasdaq Rises at Start of Busy Week for Tech StocksWall Street Journal
- Wall St opens higher as chip shares recoverReuters
- Global stocks may be headed for a summer swoon. Why AI won’t be the only story that matters, JPMorgan saysMarketWatch
- As oil exits the ‘danger zone,’ here’s what history suggests happens next for stocksMarketWatch
- Quant Hedge Funds Extend Worst Run Since 2023 as Momentum SlidesBloomberg
Commodities
- Central Banks Purchased 41 Tonnes of Gold in May: The Reserve Asset Race Has a Clear Leader?Yahoo Finance
- Oil drops more than 1% after Opec+ raises August output targetsYahoo Finance
- Saudis Make Biggest Oil Price Cut in Decades as Market WeakensBloomberg
- Oil Swings as Hormuz Flows Persist and OPEC+ Flags Higher SupplyBloomberg
- UAE crude output nears record following OPEC exit, sources sayReuters
US economy
Europe
Geopolitics & Trade
- War threatens Russian banking crisis, European intelligence report saysReuters
- Ukrainian drones hit Russia's largest refinery, in one of deepest strikes yetReuters
- Britain Sanctions Russian Scientists Behind Chemical AttacksBarron's
- Dutch trade minister heads to China as Nexperia dispute and ASML curbs loomReuters
- Nations push back on forced labor findingsPolitico
AI
- Tech Set to Rebound as AI Leadership Faces Fresh TestsBloomberg
- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysReuters
- AI Stocks Are Selling Off, But Taiwan Semiconductor Is Holding Strong.Yahoo Finance
- This Will Be the Next AI Semiconductor Stock to Go ParabolicGlobe & Mail
- The covert U.S.-China battle to make chatbots leak their secretsWashington Post
Corporate finance
US Nonfarm Payrolls (June 2026)
- Source:Bureau of Labor Statistics
US Unemployment Rate (June 2026)
- Source:Bureau of Labor Statistics