What I Am Reading
Tuesday, July 28, 2026
Markets
Credit
Commodities
Central banks
- AI boom raises risks of monetary policy mistakes, warn BIS economistsFinancial Times
- Federal Reserve expected to hold rates steady, but Iran war adds tensionYahoo Finance
- Citadel Securities Sees Warsh Delivering Surprise Fed Rate HikeBloomberg
- Bar to Fed rate hike this week remains high even as markets see a chanceReuters
US
Europe
China
- China Wants AI Independence. Its Market Says Otherwise.Wall Street Journal
- How China’s grip on electrification metals could affect inflationFinancial Times