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What I Am Reading

Monday, July 20, 2026

Markets

Credit

Commodities

Oil stocks in US Strategic Petroleum Reserve fall by 5.1 million barrels to lowest level since 1983Reuters
Global oil prices dip below $87 a barrel after new Iran ceasefire proposal. Blockade on Saudi by Yemen’s Houthis keeps losses in check.MarketWatch
The Oil Shock Isn’t OverBloomberg
Crude Oil Prices Whipsaw On Iran Diplomacy Hopes, Houthi ThreatInvestor's Business Daily
Gold holds above $4,000 despite continued violence in the Middle EastYahoo Finance

Central banks

Inflation Slowed in June, but These 4 Words From Kevin Warsh Suggest Interest Rate Hikes Are Still a Possibility This YearGlobe & Mail

US

Paychecks gone in a 'blink.' Rising costs on the minds of AmericansUSA Today

Europe

China

KKR, AEW Seek to Sell China Property Assets at Steep LossesBloomberg

Emerging Markets

Mexico economy to grow less than previously expected on trade concernsReuters

AI

Alibaba Stock Climbs. China AI Models Seen 'Narrowing' Gap Against Anthropic, OpenAI.Investor's Business Daily
Don't be fooled by an AI stock bounce. Charts suggest more downside aheadCNBC
Alphabet's Google developing new chip for AI model, stock jumpsYahoo Finance
Alphabet Readies AI Chip With Built-In Gemini BrainsInvestor's Business Daily

Corporate finance

After IBM's epic stock crash, Wall Street chatter is Big Blue should break upYahoo Finance

Trade

What the USMCA review process means for North American tradeReuters

Geopolitics

Iran War Mediators Push for Traction on New CeasefireWall Street Journal
Yemen's Houthis declare naval blockade against Saudi ArabiaReuters
Are the Odds of a Wider Middle East Conflict Rising? ETFs to ConsiderYahoo Finance
The Middle East needs its own Helsinki ActFinancial Times