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What I Am Reading

Tuesday, October 6, 2026

Markets

S&P 500 hits record high as AI stocks shrug off bond market slumpFinancial Times
S&P 500, Nasdaq touch new peaks as Treasury yields cool, oil slipsReuters
Wall Street Bonuses Are Expected to Hit Another High This YearWall Street Journal

Credit

Fintech Plaid Bets on Credit Scores to Fuel Next Phase of GrowthWall Street Journal

Commodities

Brent Futures Fall More than 2% as Middle East Exports Recover, Shipping Risks PersistWall Street Journal
Oil slips as Mideast exports, G7 stockpile ease supply concernsReuters

Central banks

US economy

U.S. Trade Deficit Widens to Largest Level in More Than a YearWall Street Journal
US trade deficit jumped above $100 billion in AugustYahoo Finance
U.S. imports were higher than exports by about $106 billion in AugustWall Street Journal

China

China’s Burned-Out Young Are Finding Something Unexpected in MaoWall Street Journal

Global Economy & Emerging Markets

AI

AI Is Entering Its Next Phase. These 5 ETFs Could Benefit.Yahoo Finance
AMD Rallies On Bullish Takes For AI Hardware SalesInvestor's Business Daily
Alphabet (GOOGL): Well-Positioned to Capitalize on Ongoing AI AdoptionYahoo Finance

Corporate finance

CD&R, McKesson to Acquire At-Home Infusion Therapy Provider for $5.8 BillionWall Street Journal
Energy Transfer to Acquire Vaquero Midstream for $2.63 BillionWall Street Journal
Uber to Expand Uber Eats Service with $2.3 Billion Acquisition of Catering PlatformWall Street Journal
Freight Broker C.H. Robinson to Buy Smaller Rival RXOWall Street Journal

Geopolitics

Rebounding oil exports through Strait of Hormuz are vulnerable to stepped-up Iranian tanker attacksCNBC