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What I Am Reading

Saturday, July 18, 2026

Markets

Stocks skid to losing week as Chinese AI fears fuel chipmaker routNew York Post
The S&P 500 is breaking the earnings playbookYahoo Finance
These are the most oversold stocks after a rough week on Wall StreetCNBC
Wall Street Analysts Are Bullish on Top Consumer Cyclical PicksGlobe & Mail
Nasdaq Drops Again as Chip Slump DeepensWall Street Journal

Commodities

Global Oil Supply Is Being Squeezed From Two Directions at Once. Here Are the Best Energy Stocks to Buy.Globe & Mail
Western oil companies see 'fantastic' future in Iraq, sign agreementsReuters

Central banks

Will the Fed hike interest rates this month?MarketWatch
Trump wants rate cuts. More Fed officials say hikes could be next.Washington Post

US

Trump wants to impose tariffs on Canada in retaliation for wildfire smokeWashington Post

Europe

Germany and France initiate nuclear cooperation as Europe seeks greater security independenceWashington Post

China & Trade

As Beijing ramps up exports, the world feels ‘China Shock’ 2.0Washington Post
China Dismisses Claim that It Illicitly Extracts Foreign AI TechBloomberg
China Seeks Stable, Transparent Mineral Rules From IndonesiaBloomberg

AI

What to Know About the Chinese AI Models Rattling U.S. StocksWall Street Journal
China’s Powerful New Moonshot AI Model Closes Gap With US RivalsBloomberg
Moonshot’s Kimi Upends Conventional Wisdom on US Lead Over ChinaBloomberg

Geopolitics

The U.S. and Iran Creep Toward a Wider War With Escalating AttacksWall Street Journal
US launches seventh night of Iran strikes as Hormuz conflict escalatesGuardian

US Building Permits Preliminary (July 2026)

Source:US Census Bureau / HUD

US Housing Starts (June 2026)

Source:US Census Bureau / HUD

US Michigan Consumer Sentiment Preliminary (July 2026)

Source:University of Michigan Surveys of Consumers