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What I Am Reading

Saturday, July 25, 2026

Markets

S&P 500 flashes sell: options traders brace for wild swings in Apple, Meta and MicrosoftMarketWatch
The August stock-market slump is a myth — so why does Wall Street keep repeating it?MarketWatch
Beyond AI: How to Cash in on the Global Building BoomBarron's

Credit

The Clock Is Ticking on Wall Street's $1.5 Trillion Powder Keg, and Time Is Almost UpGlobe & Mail

Commodities

Central banks

Investors increase bets on Federal Reserve rate rise after oil price surgeFinancial Times
Kevin Warsh and the FOMC Will Not Raise Interest Rates in 2026Globe & Mail

US

This Is When the Federal Debt Actually MattersBarron's
Iran war, tariffs raise new risks for a resilient US economyWashington Post
What Trump’s Latest Tariffs Mean for the American EconomyWall Street Journal
This wave of Trump tariffs is likely here to stay; more are comingReuters
Top Economist Warns Trump's New Tariffs Are 'Same Rotten Policy' in a New WrapperYahoo Finance

Europe

German economists say Europe's oil supply is secureYahoo Finance
Swiss cheesemakers try to fill hole in sales from US tariffsReuters

Japan

Can Japan avoid a Liz Truss-style shock as its PM embarks on a giant spending spree?Guardian

China

China fines Trip.com $770 million over online hotel-booking monopolyYahoo Finance

Global Economy

Blackstone, Brookfield and KKR sign $16 billion deal with Kuwait for oil pipeline networkCNBC

AI

Geopolitics

Germany S&P Global Manufacturing PMI Flash (July 2026)

Source:S&P Global

UK S&P Global Manufacturing PMI Flash (July 2026)

Source:S&P Global

UK Retail Sales MoM (June 2026)

Source:Office for National Statistics