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What I Am Reading

Saturday, September 19, 2026

Markets

Dow Falls 500 Points as the Federal Reserve Raises Key Interest RateWall Street Journal
Stocks Decline, 10-Year Treasury Yield Touches 5% Amid Oil SurgeWall Street Journal
Wall Street Ends Volatile Week with Quiet FinishWall Street Journal
U.S. Stocks Mixed as Inflation Trepidation Offsets AI OptimismWall Street Journal
Opinion | The Staring Contest Over the Dollar and the YenWall Street Journal

Credit

Don’t Count Out Corporate Bonds Just Because the Fed Is Raising RatesWall Street Journal

Commodities

World Running Short of Supertankers Threatens Long-Haul Oil FlowBloomberg
Oil Prices Rise as Saudi East-West Pipeline Attack Threatens Export RoutesWall Street Journal

Central banks

Fed Officials Raise Interest RatesBloomberg
The BOJ’s Balancing Act With Bessent Is Only Going to Get HarderBloomberg

US economy

Law Firms Have a Big Problem: Senior Partners Aren’t RetiringWall Street Journal

US politics

U.S. Reaches Greenland Security AgreementWall Street Journal

Europe

Germany’s Military Rebuild Is Making Its Neighbors NervousWall Street Journal

China

China’s Fiscal Pullback Stretches Into August as Spending SlumpsBloomberg
Xi Jinping Skipped One Dinner—and Sparked a Flurry of Questions About His HealthWall Street Journal

Global Economy & Emerging Markets

Inside Machado’s Plan to Return to Venezuela and Revive Its DemocracyWall Street Journal
Exclusive | Exxon Is Nearing Preliminary Deal to Invest in Venezuela’s Oil FieldsWall Street Journal

AI

The AI capex boom masks an uncomfortable truth about S&P 500 earningsBusiness Insider
Chip Stocks Tumble After AI Leaders Call for Slowdown in DevelopmentWall Street Journal
Nvidia-Backed Cloud Startup Nscale Files for IPOWall Street Journal

Geopolitics

The Saudis, the Houthis, and IsraelWall Street Journal
Pact with Saudi Arabia threatens to draw Pakistan into Middle East conflictGuardian

Beyond Markets

Buffett Hands Berkshire Chairman’s Seat to Son HowardWall Street Journal