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What I Am Reading

Tuesday, November 3, 2026

Markets

S&P 500, Nasdaq rise as tech stocks gain ahead of midterm resultsReuters
Wall Street Braces for Midterm Uncertainty as Futures DivergeYahoo Finance
Tech Stocks Rise Despite Apple SlumpWall Street Journal

Credit

Treasuries Fall Amid Oil Price Swings, Strong Job Openings DataBloomberg

Commodities

Oil Futures Turn Lower as Market Holds Out Hope for Middle East DiplomacyWall Street Journal
Precious Metals Fall Back Amid Oil VolatilityWall Street Journal

Central banks

Bank of Canada Gov. Macklem Pledges to Proceed Carefully on Further Rate IncreasesWall Street Journal

US economy

China

China Steps in to Boost Stocks, Cool Off YuanBloomberg

Global Economy & Emerging Markets

AI

AI Faces the Electorate in a Multi-Front Midterm ClashWall Street Journal
Shopify Squeezed by AI Compute Costs, Pre-Holiday Infrastructure BuildoutWall Street Journal
EU Court Advisor Warns AI Chatbots Could Risk Infringing Copyright LawWall Street Journal

Corporate finance

Carl Icahn’s CVR Energy Strikes $4 Billion Deal for Two Marathon RefineriesWall Street Journal
Unilever Eyes $1.1 Billion in Savings as It Plans Leaner Future Away From FoodWall Street Journal

Trade

What Consumers Should Know as US Reaches $105B Trade DeficitYahoo Finance

Geopolitics

Beijing launches diplomatic flurry amid threat of renewed U.S. war with IranWashington Post
US and Iran Are Reviewing Proposals to End WarBloomberg
Trump Says U.S. Plans to Cut Off Military Aid to Israel by End of YearWall Street Journal
NATO’s New Defense Plan Would Mean Strikes Deep Inside RussiaWall Street Journal