What I Am Reading
Wednesday, July 22, 2026
Markets
Credit
Commodities
- Global oil prices hold gains after topping $95 a barrel for the first time in 6 weeks as hopes dim for de-escalation of Iran warMarketWatch
- Middle East war deepens 2026 oil deficit outlook, but 2027 glut still loomsReuters
- Gold miners set for earnings growth, but higher costs could temper gainsReuters
Central banks
US
China
- Nike Reboots Its Troubled China OperationsWall Street Journal
AI
- US accuses China’s Moonshot of stealing AI secretsTelegraph
- OpenAI cyber models broke out of training environment to hack Hugging FaceCNBC
- Meta Platforms Has $420 Billion in Hidden Debt, and It’s GrowingYahoo Finance
- AMD to sell Anthropic tens of billions in AI servers, invest up to $5 billion in startupReuters
- Reddit Sinks 9% on Reports It May Cut Off Google’s AI Data AccessYahoo Finance
Geopolitics & Trade
- Separate US talks with Canada, Mexico test North America's trilateral trade pactReuters
- Trump trade chief downplays fallout from Canada tariffs: ‘This is business’Politico
- Trump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyBloomberg
- Trump Will Propose New Tariffs to Replace 10% Temporary Levies. What to Expect.Barron's
- Senate panel advances China auto bill that could bar Mercedes-Benz from U.S.CNBC