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What I Am Reading

Thursday, August 6, 2026

Markets

Nvidia Stock Finally Gains Momentum—and It Can Keep GoingBarron's

Credit & Currencies

Shorter-dated Treasury yields edge higher as traders sharpen focus on ratesCNBC
Japanese Yen Jumps to 2-Month High Versus Dollar in Possible InterventionWall Street Journal
Xi Wants a Strong-Looking Yuan. China’s Economy Keeps Holding It Down.Wall Street Journal

Commodities

Oil prices slip as Iran-Oman talks fuel hopes for US-Iran peace dealCNBC
Brent Crude Remains Below $80 as Investors Await Outcome of Iran-Oman NegotiationsWall Street Journal

Central banks

Kevin Warsh to stick with lean Fed messaging despite market backlashFinancial Times
Bank of Japan Set to Hold as It Assesses Impact of June IncreaseWall Street Journal

US

Europe

Eurozone Retail Sales Retreat as Consumers Still Fret Over WarWall Street Journal

Trade

Mexico Is Winning the Trade War Through HospitalityBloomberg
Trump Keeps Trade Pressure on ‘Nasty’ CanadaBloomberg

AI

Corporate finance

ConocoPhillips Names New CEO as Profit Boosted by Climbing Oil PricesWall Street Journal

Geopolitics

Beyond Markets

FDA Approves First mRNA Flu Vaccine in Win for Moderna After Arduous ReviewWall Street Journal

US ISM Services PMI (July 2026)

Source:Institute for Supply Management