What I Am Reading
Wednesday, July 15, 2026
Markets
- Stocks steady as oil surge offsets ASML lift to techYahoo Finance
- JPMorgan, BlackRock and Goldman to Tokenize Stocks, TreasurysWall Street Journal
Credit
Commodities
- IMF Sees Reduced Cushion Against Oil Disruption for Global EconomyWall Street Journal
- Oil traders warn market is close to running on empty as Hormuz shuts againFinancial Times
- China’s Crude Buying Pause Has Helped Cushion the Market. That Might Be Changing.Wall Street Journal
- Japan refiners to diversify crude sources, explore support for Hormuz bypass routesReuters
- Gold weakens as higher oil prices reinforce expectations for elevated U.S. interest ratesYahoo Finance
Central banks
US economy
China
AI
- The artificial-intelligence bull market is backMarketWatch
- AI stock frenzy drives record revenue at Morgan Stanley, capping big bank earnings blowoutYahoo Finance
- AI Chip Spending Is Projected to Hit $1.6 Trillion by 2030. Here Are the Stocks Positioned to Capture Much of It.Yahoo Finance
- NVIDIA Drops 50% of Asian AI Chip Clients in China CrackdownYahoo Finance
Geopolitics & Trade
US Inflation Rate YoY (June 2026)
- Source:Bureau of Labor Statistics