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What I Am Reading

Friday, July 24, 2026

Markets

Dow, S&P 500, Nasdaq recover as oil eases, new Trump tariffs take effectYahoo Finance
S&P 500 turns red late into Friday's session on Iran angst, mounting chip stock lossesCNBC
Nasdaq Skids As Oil Prices Jump, Google And Tesla PlungeInvestor's Business Daily
Investors fret that spiking oil prices and rising yields could threaten stock rallyReuters

Credit

Commodities

The world is facing its largest oil shock ever. Here is why prices are not higher.MarketWatch
Physical oil prices jump with some nearing $110 as Iran, Ukraine wars hit supplyReuters
Oil shipments are under attack on multiple fronts as fighting escalates in Red Sea, Hormuz and Black SeaCNBC

Central banks

US economy

Why this gas price surge could be differentWashington Post
Freight Distress Report: Supply chain providers cut more than 1,200 jobsYahoo Finance

US politics

Europe

China

Market-Friendly Chinese Securities Regulator Faces Communist Party ProbeWall Street Journal
China places former deputy chief of securities regulator under investigationReuters

AI

Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and othersCNBC
Nvidia and Palantir urge US not to ban ‘open’ AI models after China scareFinancial Times
HubSpot (HUBS) Stock Still Looks Overvalued As AI Agent Tools LaunchYahoo Finance
AMD Stock Scores Price-Target Hikes On AI Computer NewsInvestor's Business Daily

Trade

Trump threatens the EU with fresh tariffs over its $1 billion fine on GoogleBusiness Insider

Geopolitics

US strikes Iran from south to north after Trump threats over Red Sea shippingReuters

Eurozone ECB Interest Rate Decis

Source:European Central Bank

Japan Inflation Rate YoY (June 2026)

Source:Statistics Bureau of Japan