What I Am Reading
Monday, August 24, 2026
Markets
- Dow rises but S&P 500, Nasdaq open lower; Treasury yields dip with eyes on Bessent, Jackson HoleMarketWatch
- Wall Street opens lower as high-stakes Iran, inflation tests loomReuters
- Nvidia and Warsh Will Test a Stock Market That’s in Mid-RotationBloomberg
- Sterling pauses after four-week rally as investors brace for US sanctions on IranReuters
Credit
Commodities
- Oil’s elevated price could yet become a floorReuters
- Hormuz Oil Flows Are Going Strong as War Drags OnBloomberg
- The Hormuz crude volume debate masks the real shortage of refined fuelsReuters
- IEA's Birol: not discussing a second release of strategic oil reservesReuters
- Exxon turns to automated drilling in the Permian in push for higher oil outputReuters
- Equinor, Aker BP and Vaar to cooperate on Norway frontier oil explorationReuters
- Looming US sanctions on Iran put China oil buying in spotlightReuters
- Chinese refiner Sinopec to boost oil imports from outside the GulfReuters
Central banks
- Five Questions Kevin Warsh Must Answer This WeekNew York Times
US
Industries & Companies
AI
- Alibaba Stock Falls As AI Push Drives $10 Billion Share SaleInvestor's Business Daily
- Michael Burry Criticizes This AI Stock for Its Share Issue PlansBarron's
- Nvidia Stock: Inside Its Strategy to Raise Prices on Big Tech, Fund CompetitorsBarron's
- Super X AI Technology Stock Climbs on Japan Growth and Buyback MomentumYahoo Finance
Geopolitics & Trade
- U.S. Treasury to broaden scope of secondary sanctions on Iran, source saysReuters
- Iran threatens 45 tankers with fines, confiscation in Hormuz escalationReuters
- Iran vows to retaliate against countries that cooperate with fresh US sanctionsGuardian
- US imposes 50% tariffs on Canadian goods after trade talks failFOX
- U.S. Trade Rep Greer blames Canada for failed tariff talks: 'They wanted more'CNBC
- Canada Readies for US Trade War That May Last Beyond MidtermsBloomberg