What I Am Reading
Saturday, August 1, 2026
Markets
Credit
Commodities
Central banks
- Bond sell-off sent warning on Federal Reserve’s credibility, says top central bank officialFinancial Times
- Warsh raised changing frequency of Fed policy meetings, NYT reportsReuters
- US Treasury intervenes to support yen after Japan steps in, FT reportsReuters
- Hawkish BOJ Raises the Stakes for Japan and TakaichiBloomberg
US
Europe
China
AI
- The AI Memory Boom Just Got a Reality Check—And a Better Entry PointBarron's
- AI Isn’t a Catch-All Trade for Stocks in This Earnings SeasonBloomberg
- AI stocks may have bottomed out. What investors should watch for next.MarketWatch
- Wall Street To Big Tech: Show Us The Money In Pricey AI RaceInvestor's Business Daily
Geopolitics
- Trump’s infrastructure strikes leave Iran’s economy batteredWashington Post
France Inflation Rate YoY Prel (July 2026)
- Source:INSEE
Eurozone Inflation Rate YoY Flash (July 2026)
- Source:Eurostat
Italy Inflation Rate YoY Prel (July 2026)
- Source:ISTAT