What I Am Reading
Monday, July 27, 2026
Markets
- Dow rises, but S&P 500 and Nasdaq are dragged lower by weakness in chips and tech stocksMarketWatch
- Wall Street Faces ‘Make or Break’ Run of Earnings, Data and a Fed Rate Decision.Barron's
- Micron and other chip stocks fall as China steals the spotlightMarketWatch
- What investors should watch as the stock market heads into its toughest stretch of the yearBusiness Insider
Credit
Commodities
- IMF says oil markets have depleted all 3 'shock absorbers' as U.S.-Iran conflict threatens to restartYahoo Finance
- Oil prices tumble as US and Iran hold off on strikes over weekendYahoo Finance
- Macquarie Sees Oil Glut Risk on US-Iran Deal Before MidtermsBloomberg
- There's opportunity in oil refiner stocks over the long-term, says Goldman's Neil MehtaCNBC
- Baker Hughes flags lower spending by oil and gas producers in 2026Reuters
Central banks
US
Europe
China
AI
Geopolitics
Beyond Markets
US Durable Goods Orders MoM (June 2026)
- Source:US Census Bureau
Germany IFO Business Climate (July 2026)
- Source:IFO Institute