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What I Am Reading

Wednesday, September 2, 2026

Markets

A Macro Storm Is Threatening Stocks. Corporate Earnings Can’t Stop It.Barron's
U.S. Stocks Climb as Bond Yields Stay in SpotlightWall Street Journal

Credit

Borrowing Isn’t the Bond Market’s Only Concern—Growth Is TooWall Street Journal
The Bond Market’s Signal Is About to Get LouderBloomberg
What Does a Bond Selloff Mean for American Consumers?Wall Street Journal
Short-Term Treasury Yields Rise as Warsh Targets Inflation in Jackson Hole SpeechWall Street Journal

Commodities

Winter Is Approaching and Europe Is Running Low on Natural GasWall Street Journal
Brent Above $95 after Larger-Than-Expected Drop in U.S. StocksWall Street Journal
Chevron to Invest $7 Billion in Venezuela, Doubling ProductionWall Street Journal
Gold Futures Edge Up as Treasury Yields EaseWall Street Journal

Central banks

Why Friday’s Jobs Report Could Surprise the Fed and Shock MarketsBarron's
Bank of Canada Keeps Rate Steady as Inflation Worries IntensifyWall Street Journal

US economy

US politics

In Surprise Twist, California Lawmakers Fail to Pass Watered-Down Wildfire BillWall Street Journal

Japan

Yen Carry Trade Is Turning. A New Japan Opportunity May Be EmergingForbes

AI

Greg Abel Just Quantified Berkshire's AI Power OpportunityGlobe & Mail
Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?Yahoo Finance

Trade

US-Canada trade dispute: Larry Kudlow explains why it is 'a fight worth having'FOX

Geopolitics

Russia Is Testing NATO’s Ability to Hold Back From a Hot WarWall Street Journal
China’s Xi Bolsters Mideast Ties With Egypt Visit Ahead of Planned U.S. TripWall Street Journal
In Daylight Raid Backed by Drones, Israel Seizes Senior Hamas MilitantWall Street Journal