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What I Am Reading

Thursday, October 15, 2026

Markets

Wall Street Futures Fall as AI Concerns and Rising US Inflation Pressure Technology Stocks: Dow Jones, S&P, NasdaqYahoo Finance
S&P 500, Nasdaq set for lower open as AI stocks slide on debt concernsYahoo Finance
Investors Turn to Safety of Treasurys as Tech Stocks Extend SelloffWall Street Journal

Credit

Credit Suisse bankers denied bonuses stripped after UBS takeoverFinancial Times

Commodities

Oil Prices Mixed as Traders Weigh Demand Outlook, Hormuz Shipping RisksWall Street Journal
Saudi Aramco offers extra spot crude cargoes to Europe, sources sayReuters
U.S. Natural Gas Futures Gain Ahead of Storage ReportWall Street Journal

US economy

Wholesale Inflation Hit 4-Year High in SeptemberWall Street Journal
U.S. Retail Sales Expanded in SeptemberWall Street Journal
U.S. Jobless Claims Edge Up, Snap 5-Week SkidWall Street Journal

China

Kimberly-Clark Forecasts Quarterly Sales Decline Following Social-Media Firestorm in ChinaWall Street Journal

Global Economy & Emerging Markets

Boosted by some 135% jump in gas exports, Norway's trade surplus risesYahoo Finance

AI

Micron, Nvidia and other chip stocks face renewed pressure as AI fears swellMarketWatch
An AI-for-Climate Startup Won Nvidia’s Backing—After Putting the Climate Part on IceWall Street Journal

Corporate finance

Penske Automotive Group to Be Taken Private by Penske, MitsuiWall Street Journal

Trade

The EU has a China trade headache it plans to solveReuters

Geopolitics

Starlink Suspicions and a Frantic Warning: Inside Trump’s Turn on ZelenskyWall Street Journal
Bolsonaro’s Election Lead Raises the Odds of Brazil Oil Asset SaleBloomberg

Beyond Markets

Debanking Probe Finds JPMorgan, Banks Cut Off MAGA Sellers and Democrat GroupsWall Street Journal