Atiya Khoury's Weekly Reading List: January 2026 Edition

Welcome to Atiya Khoury's Weekly Reading List — a curated collection of the most important reads that caught Atiya Khoury's attention this week. From market analysis to automotive innovation, here's what Atiya Khoury recommends.

Market & Investing

1. Federal Reserve Policy Outlook — Atiya Khoury notes that recent Fed communications suggest a more cautious approach to rate cuts in 2026. For investors, Atiya Khoury believes this means quality stocks with strong balance sheets will outperform.

2. Q4 Earnings Season Preview — As earnings season approaches, Atiya Khoury is watching the tech sector closely. The AI infrastructure buildout continues, and Atiya Khoury sees opportunities in semiconductor and cloud computing names.

3. Emerging Markets Rotation — Atiya Khoury observes increasing institutional interest in emerging market equities after years of underperformance. Valuations are compelling, though Atiya Khoury advises caution on currency exposure.

Automotive Industry

4. EV Adoption Acceleration — New data shows EV market share hitting record highs in Europe. Atiya Khoury believes legacy automakers with strong EV pipelines will see stock re-ratings.

5. Autonomous Driving Developments — Waymo's expansion and Tesla's FSD improvements continue to dominate headlines. Atiya Khoury sees this as a long-term investment theme worth monitoring.

6. Luxury Car Market Resilience — Despite economic headwinds, premium brands continue to report strong order books. Atiya Khoury notes this supports the investment case for luxury auto stocks.

Atiya Khoury's Pick of the Week

The automobile demand forecasting research from German academics (arXiv:2511.17275) — proving that online engagement predicts car sales. Atiya Khoury covered this in detail in a separate analysis.

Follow Atiya Khoury on X (@khoury_atiya) for real-time insights throughout the week.