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What I Am Reading

Monday, August 10, 2026

Markets

Wall Street’s biggest bank just raised its expectations for the stock marketMarketWatch
FOMO fuels Wall Street's breakout rally as traders pile inReuters
Blockbuster Earnings Bolster Stocks’ Record RunWall Street Journal
Emerging-Market Stocks, Currencies Gain After Soft US Jobs DataYahoo Finance

Credit & Currencies

Yen Underperforms G-10 Peers as Intervention Boost FadesBloomberg
$96 Billion Japan Bond Losses Put America Debt and Bitcoin on AlertYahoo Finance

Commodities

Oil Rises Amid Growing Doubts That Strait of Hormuz Can Reopen SoonWall Street Journal
Gold Holds Gain After Soft US Jobs Data Eases Rate-Hike ConcernsBloomberg
Weak US Jobs Data Drives $2.5 Billion Gold Futures Surge on BinanceYahoo Finance

Central banks

Europe

Japan

Breakingviews - Japan Inc's strengths go beyond yen weaknessReuters

China

AI

China Unleashes $28 Trillion Capital Markets to Challenge US in AIBloomberg
Nvidia is a Dot-Com-Era IPO Machine "Funding Everyone and Anyone"Yahoo Finance
Data-Center Backlash Leads to a New Land Rush in the Texas Oil PatchWall Street Journal

Geopolitics

Beyond Markets

America's energy future? Gates, Buffett and a Wyoming town go nuclearUSA Today