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What I Am Reading

Tuesday, October 20, 2026

Markets

Investors look to earnings to reset the bull market. The key level to watch on the S&P 500CNBC
AI Jitters, Oil, France Turmoil Damp Wall Street Pre-Bell; Asia, Europe OffYahoo Finance
Nasdaq Futures Slip; Dismal Data-Center IPO Weighs on Tech InvestorsWall Street Journal
French Government-Bond Yields Turn Higher; Treasury Yields FallWall Street Journal

Credit

Credit markets have entered uncharted territory as the riskiest junk bonds send a warning to investorsMarketWatch

Commodities

AI Selloff Returns, Oil Tops $110 a BarrelWall Street Journal
Oil parked above $110 a barrel as IEA warns energy markets won’t return to normal next yearCNN
Gold prices subdued again by soaring oil pricesYahoo Finance

Central banks

Fed to skip October but raise rates again in December, nearly all economists sayReuters

US economy

Bank of America says 1% increase to interest rate would add $95 billion in national debt costsFortune
U.S. Housing Starts Dropped Again in SeptemberWall Street Journal

Europe

German Investor Confidence Declines for First Time in Six MonthsWall Street Journal
Protests sweep through Europe as young people grapple with cost of living and 'a lack of control'Fortune
What’s Behind the Protests in France and What Happens NextWall Street Journal

China

China slams US ban on DeepSeek AI over security concernsFOX

Global Economy & Emerging Markets

Fed sneezes, but emerging markets aren't catching a cold yetReuters

AI

Corporate finance

Salesforce to Buy Customer-Engagement Platform for Nearly $5.7 BillionWall Street Journal
Amazon Pledges More Than $17 Billion to Expand German OperationsWall Street Journal

Trade

Tariffs on Metals, Autos Mire Down U.S.-Mexico Trade TalksWall Street Journal
EU to Australia: 'Once negotiations are done, they're done'Politico

Geopolitics

Saudi Arabia Postpones ‘Davos in the Desert’Wall Street Journal