What I Am Reading
Monday, September 28, 2026
Markets
- Treasury Selloff Extends, Stock Futures Slide to Kick Off Jobs WeekWall Street Journal
- You can’t trade your way through the AI apocalypseEconomist
- Cruise Stocks Have Hit Choppy WatersWall Street Journal
Credit
- An Inversion of the US Yield Curve Becomes New ThreatBloomberg
- Selloff in U.S., European Government Bonds DeepensWall Street Journal
Commodities
- Oil Prices Rise as U.S.-Iran Talks Face Fresh HurdlesWall Street Journal
- Gold Falls to Seven-Week Low as Rate-Hike Bets RiseWall Street Journal
Central banks
- BOE’s Ramsden Sees Case for Raising Key Rate if Inflationary Pressures BuildWall Street Journal
US economy
- Soaring Transport Costs Spread Through U.S. EconomyWall Street Journal
- Why house prices may be in troubleEconomist
US politics
- Rising Deficits and War Unravel Trump’s Strategy to Lower Interest Rates and InflationWall Street Journal
- Here’s What Could Happen if Republicans Win in NovemberWall Street Journal
China
- China Wants More Babies. So It Is Glamming Up the City Hall Wedding.Wall Street Journal
Global Economy & Emerging Markets
- The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. HistoryWall Street Journal
- AI Usage Now at 18.8% Among Working-Age People; Plus, Nvidia takes aim at rogue agentsWall Street Journal
- The AI ‘Jobpocalypse’ Isn’t Happening. Here’s What the Data Actually Shows.Barron's
- Driverless Trucks Show How to Keep AI Robots from Killing UsBloomberg
AI
- OpenAI Agents Targeted U.N. WebsiteWall Street Journal
- Meta Seeks Payoff From AI Spending With New Push for Business CustomersWall Street Journal
- U.S. Appeals Court Upholds Pentagon Labeling Anthropic a Security RiskWall Street Journal
- Nvidia Adds Record $150 Billion to Stock BuybackWall Street Journal