What I Am Reading
Monday, October 5, 2026
Markets
- Wall Street bulls try on ‘S&P 10,000’ caps for sizeGlobe & Mail
- Equities Won’t Be Dragged by Spike In Bond YieldsWall Street Journal
- Euro Drops to 16-Month Low as French Fiscal Strain, Spanish Snap Election WeighWall Street Journal
- Bank Stocks Are Haunted by the Ghosts of 2023Wall Street Journal
Credit
Commodities
- Oil markets open the week volatile. Here's why.Reuters
- Saudi Arabia Slashes Crude Prices for Asia as Exports RecoverWall Street Journal
- Russia's oil earnings fall despite price jump as output drops, rouble risesReuters
- Aramco CEO Says Oil Inventories Could Take Two Years to RebuildWall Street Journal
- Gold Edges Higher as Markets Weigh Jobs Data Impact on Fed PathBloomberg
Central banks
US economy
US politics
Europe
- Spanish Leader Calls for Elections, Riding Wave of Anger Over Housing CostsWall Street Journal
AI
- CME Group Plans Futures Contracts for AI Computing CapacityYahoo Finance
- Shopify Is All In on AI (and Likes the Results)Wall Street Journal
- The Morning Risk Report: New AI Czar Unveils Goals, Members of White House Task ForceWall Street Journal
Trade
Geopolitics
- FBI Arrests Alleged Chinese Agent Accused of Spying on Son of Taiwan LeaderWall Street Journal
Beyond Markets
- What Boards Aren’t ToldWall Street Journal