Daily News Links

8369 posts

Tuesday, February 3, 2026

Evening

• S&P 500 futures are little changed after tech selloff drags down major averages: Live updates
  CNBC
• Private credit stocks plummet on concern about exposure to software industry disrupted by AI
  CNBC
• Threat of new AI tools wipes $300 billion of software and data stocks
  MSN/WSJ
• Trump signs $1.2 trillion funding bill to end shutdown and fund DHS for 2 weeks
  Politico
• The wealthy ramp up spending while other Americans tread water, new study finds
  AP
• Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other
  CNBC
• Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk
  Bloomberg
• Michael Burry Warns of Cascading Effects From Bitcoin Plunge
  Bloomberg
• Xi’s Military Purge Might Be Dangerous for the US
  Bloomberg
• Home Builders Turn to White House for Help on Inventory Glut
  WSJ
• Vladimir Putin Isn’t Winning in Ukraine
  WSJ
• Kevin Warsh faces Senate battle as lawmakers object to Donald Trump’s attacks on Federal Reserve
  FT

Afternoon

• Wall St selloff deepens led by software, cloud firms
  Reuters
• Dow drops 400 points, S&P 500 sheds 1% as investors rotate out of tech: Live updates
  CNBC
• Bitcoin Drops Below $76,000 With Traders Pivoting Back to Metals
  Yahoo/Bloomberg
• Investors ramp up bets on steeper yield curve under Warsh-led Fed
  Reuters
• Blackstone's Gray says AI disruption risk is 'top of the page' for us
  Yahoo/Reuters
• How dollar disorder could be a wake-up call for global investors
  Reuters
• Mike Johnson clears critical hurdle to ending government shutdown
  Axios
• Builders Push ‘Trump Homes’ in Pitch for a Million Houses
  Yahoo/Bloomberg
• Texas Considers Revisiting Some Data Center Grid Approvals
  Bloomberg
• Gold and Silver Fans ‘Hate This New Volatility’ But Keep the Faith
  Bloomberg
• Finance Leaders Weigh In on Trump, the Fed, Investing and AI Risk
  WSJ
• Ken Griffin Says CEOs Find Trump’s Interference ‘Distasteful’
  WSJ
• U.S. Shoots Down Iranian Drone Aimed at Carrier
  WSJ
• Three-Quarters of Greenlanders Don’t Want to Be Part of the U.S., Poll Shows
  WSJ

General

• S&P 500 gains as Palantir shares soar, gold and silver trade recovers: Live updates
  CNBC
• Gold Rallies With Silver as Historic Rout Lures Back Dip Buyers
  Yahoo/Bloomberg
• Copper Rebounds as China Industry Group Calls for Stockpiling
  Yahoo/Bloomberg
• ‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt
  Yahoo/Bloomberg
• Trump-backed deal to end shutdown faces tight House vote
  Reuters
• Trump urges House to vote quickly to end the partial government shutdown
  AP
• Seeking shelter from Trump’s fury, US trade partners reach deals with each other
  AP
• Australia raises rates for first time since late 2023 as inflation hits six-quarter high
  CNBC
• Ray Dalio warns the world is ‘on the brink’ of a capital war
  CNBC
• Power grid delays challenge Amazon's data center expansion in Europe
  Yahoo/Reuters
• Exclusive: Chinese hackers impersonate U.S. policy briefings in phishing lures
  Axios
• Europe begins its slow retreat from US dependence
  Politico
• Real Fears Lurk Behind the Dollar 'Debasement Trade’
  Bloomberg
• Japan Bond Auction Sees Drop in Demand on Caution Into Election
  Bloomberg
• The Global Economy’s Warning Signals Are Broken
  NYT
• What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship
  WSJ
• Fed’s Barkin Says We Have Been Bringing Rates Back Down Toward Neutral Levels
  WSJ
• Trump Says He Will Sue Harvard for $1 Billion
  WSJ
• Taiwan Doubles Down on U.S. Partnership, Even as America’s Alliances Fray
  WSJ
• The political cost of America’s surging electricity bills
  FT
• The real European financial threat to America
  FT
• Australian central bank reverses course with interest rate increase
  FT
• Inside Trump’s $550bn ‘shakedown’ of Japan Inc
  FT
• Global investors need to go on Japan watch right now
  FT
• Russia hits Ukraine energy sites as Trump truce unravels
  FT

Evening

• S&P 500 futures are little changed after index rises to start February trading: Live updates
  CNBC
• Crypto market volatility triggers $2.5 billion in bitcoin liquidations
  Reuters
• Dollar Extends Advance to Second Day as Metals Drop, Oil Sinks
  Yahoo/Bloomberg
• Trump says DOJ should continue Fed Chair Powell probe ‘to the end’
  CNBC
• Dealers on Watch for Any Bessent Debt-Sale Move to Temper Yields
  Yahoo/Bloomberg
• Oracle to raise $50 billion as AI debt piles up
  Axios
• Trump Unveils $12 Billion Critical Minerals Stockpile
  NYT
• Trump Pushes House Republicans to End Partial Shutdown Quickly
  WSJ
• What to Know About the Wild Swings in Gold and Silver
  WSJ
• Oracle raises $25bn in bond offering despite concerns over rising debt
  FT
• Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections
  FT
• SpaceX buys xAI to unite crucial parts of Elon Musk’s empire
  FT

Monday, February 2, 2026

Afternoon

• Dow rallies 500 points as traders shake off gold, silver and bitcoin declines: Live updates
  CNBC
• Oil Plunges as Iran Risks Ease and Commodities Selloff Deepens
  Yahoo/Bloomberg
• Winter storm's power outages hammer the South
  Axios
• Partial US government shutdown will delay January's employment report, BLS says
  Yahoo/Reuters
• Trump plans to lower tariffs on Indian goods to 18% after India agreed to stop buying Russian oil
  AP
• Warsh to face 'tall task' as Fed chief, Bostic says
  Reuters
• China eyes challenge to U.S. dollar dominance – but that's easier said than done
  Axios
• Trump Needs an Off-Ramp for Powell Feud to Speed Warsh Into Fed
  Bloomberg
• Even In Warsh’s World, Bitcoin Will Be Dumped for Gold
  Bloomberg
• Apollo Says Risk of Yen Carry Unwind as Speculators Cut Bets
  Bloomberg
• Private Credit Defaults Would Hit 13% in UBS Worst Case for AI
  Bloomberg
• Collapsed FX Broker’s Derivatives Counterparties Hit by 98% Loss
  Bloomberg
• What Kevin Warsh Learned Working for Stanley Druckenmiller
  WSJ
• U.S., Iran Poised to Meet for Talks
  WSJ
• Xi’s ominous purge of his top general
  FT

General

• S&P 500 falls to start week on bitcoin decline, Nvidia pullback: Live updates
  CNBC
• Oil slides over 5% as Trump signals Iran talks, easing supply shock fears
  CNBC
• Korea’s World-Beating Stock Rally Stumbles as Risk-Off Wave Hits
  Yahoo/Bloomberg
• The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets
  Yahoo/Bloomberg
• Oracle to Raise Up to $50 Billion in 2026 for Cloud Buildup
  Yahoo/Bloomberg
• Speaker Johnson faces tough choices on partial government shutdown and debate over ICE
  AP
• Japan PM Takaichi must face bond investors before winning over voters
  Yahoo/Reuters
• Bitcoin Flirts With Lowest Price Since Trump’s Return to Office
  Bloomberg
• Dudley: Warsh Has Promised More Than He Can or Should Deliver
  Bloomberg
• Software Slump Sees Another Leveraged Loan Deal Put on Hold
  Bloomberg
• Private Credit Is Headed for a Software Shock
  Bloomberg
• Japan’s Bond Market Has a Warning for America
  Bloomberg
• Michael Saylor’s High-Stakes Bitcoin Bet Faces Fresh Strain
  Bloomberg
• BOJ Summary Suggests Emerging Urgency Around Timely Rate Hikes
  Bloomberg
• China’s Factory Activity Gauge Expands for Export-Oriented Firms
  Bloomberg
• Vanke’s Record Loss Leaves Developer at Mercy of State Backer
  Bloomberg
• The Effects of Tariffs, One Year Into Trump’s Trade Experiment
  NYT
• Western Ski Resorts and Their Terrible, Horrible, No Snow, Very Bad Year
  NYT
• Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another.
  WSJ
• The Housing Market Is Swinging Toward Buyers
  WSJ
• Markets are set to test Warsh
  FT
• An oral history of the Fed’s Covid-19 crisis
  FT
• The stablecoin war: Wall Street vs crypto over the future of money
  FT

Sunday, February 1, 2026

Evening

• Stock futures fall after silver, bitcoin sell off; questions loom over AI trade: Live updates
  CNBC
• Johnson says no quick House vote to end partial shutdown and blames Democrats for their ICE demands
  AP
• Warsh’s Return Revives Tensions Over the Fed’s $6.6 Trillion QE Hangover
  Yahoo/Bloomberg
• Oracle plans to raise $45 billion to $50 billion in 2026
  Yahoo/Reuters
• United Arab Emirates’ ‘Spy Sheikh’ bought secret stake in Trump crypto company: WSJ
  CNBC
• Yen Weakens Versus Dollar After Takaichi Comments on Currency
  Bloomberg
• Hassett Calls for Fed Balance Sheet to Be ‘as Lean as Possible’
  Bloomberg
• BlackRock, Pimco See Inflation Risks the Wider Market Dismisses
  Bloomberg
• Australia 10-Year Yield Heads Toward 5% as RBA Tightening Looms
  Bloomberg
• Home Prices Rising by the Week Shatter Ownership Dreams in Seoul
  Bloomberg
• Carvana’s Red-Hot Growth Runs on a Cycle of Borrowed Money
  Bloomberg
• Trump Says He’ll Close Kennedy Center for Two Years in July
  Bloomberg
• House’s Bid to End Partial Shutdown Gets Tougher
  WSJ
• ‘Spy Sheikh’ Bought Secret Stake in Trump Company
  WSJ

General

• Bitcoin’s break below $80,000 signals new crisis of confidence
  Yahoo/Bloomberg
• January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week
  Yahoo Finance
• OpenAI Investment Was ‘Never a Commitment,’ Nvidia’s Huang Says
  Yahoo/Bloomberg
• How Chinese speculators set the stage for gold and silver crash
  Yahoo/Bloomberg
• AI Boom Is Triggering a Loan Meltdown for Software Companies: Credit Weekly
  Bloomberg
• Japan’s Takaichi Clarifies Weak Yen Remarks From Election Rally
  Bloomberg
• Iran’s Supreme Leader Warns of ‘Regional War’ as US Threat Looms
  Bloomberg
• Trump Jokes About Suing Warsh if He Doesn’t Lower Interest Rates
  WSJ
• High-Speed Internet Boom Hits Low-Tech Snag: a Labor Shortage
  WSJ
• AI’s Fundraising Frenzy Continues
  WSJ
• The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice
  WSJ
• The Vibe in the Crypto Market Right Now: ‘Stay Alive’
  WSJ
• Snow Drought in the West Reaches Record Levels
  WSJ
• Before Any Strike on Iran, U.S. Needs to Bolster Air Defenses in Mideast
  WSJ
• China’s Xi, Now Alone Atop His Military, Is the Sole Voice in Tackling Taiwan
  WSJ
• Bitcoin price slides to lowest level since 2025 tariff shock
  FT
• Americans have drawn a red line in Minnesota
  FT
• Xi Jinping calls for China’s renminbi to attain global reserve currency status
  FT

Saturday, January 31, 2026

General

• Warsh 'regime change' faces steep hurdles at a sprawling US central bank
  Yahoo/Reuters
• Southern US Winter Storm Snarls Air Travel, Threatens Citrus
  Yahoo/Bloomberg
• Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned
  Yahoo/Reuters
• Private Credit Worries Bedevil Shares of Biggest Buyout Shops
  Bloomberg
• Iran Renews Threat to Strike Israel as Fears of US Attack Grow
  Bloomberg
• China Factory Activity Unexpectedly Slides Into Contraction
  Bloomberg
• Kevin Warsh Has a Tough Job Ahead. It’s Not the First Time.
  NYT
• A Hawkish Kevin Warsh at the Fed Could Haunt Bessent
  NYT
• Sell America Is the New Trade on Wall Street
  NYT
• For Hassett, Loyalty to Trump Became a Liability in Fed Race
  NYT
• Wall Street Can’t Decide Whether Kevin Warsh Will Be a Friend or Foe
  WSJ
• How Fed Pick Warsh Survived Trump’s Ultimate Reality Show
  WSJ
• Kevin Warsh’s Three Tasks: Shrink the Fed, Tame Inflation, Manage the President.
  WSJ
• How America First Risks Becoming America Alone
  WSJ
• Venezuela’s New Leader Is Trying to Run Out the Clock on Trump
  WSJ
• Kevin Warsh’s nomination as Fed chair to spark rethink of bank’s role
  FT

Friday, January 30, 2026

General

• Trump Administration Prepares to Back Warsh for Fed Chair
  Yahoo/Bloomberg
• Stocks fall as investors weigh latest earnings, Warsh Fed chair pick; S&P 500 on pace for January gain: Live updates
  CNBC
• Stocks tumble on bets Kevin Warsh is Trump's Fed pick
  Reuters
• Gold and Silver tumble as Trump’s Fed Chair pick Warsh seen as preserving central bank independence
  CNBC
• Trump names former Federal Reserve official Warsh as the next Fed chair to replace Powell
  AP
• Trump to nominate Kevin Warsh as Fed chair
  Axios
• Sen. Tillis will oppose Trump Fed chair pick Warsh until Powell probe resolved
  CNBC
• US producer prices rose 0.5% in December, more than expected, on uptick in services inflation
  AP
• Trump Deal to Avert Major Shutdown Set to Miss Funding Deadline
  Yahoo/Bloomberg
• Wealth inequality and the ‘K-shaped’ economy are more striking than ever, data shows
  CNBC
• Trump warns Britain on China ties as Starmer hails reset
  Reuters
• World leaders flock to Beijing, hedging against U.S. disruptions
  CNBC
• What Does Kevin Warsh’s Nomination Mean for the Fed?
  Bloomberg
• Wall Street Reacts as Warsh Selected by Trump as Next Fed Chair
  Bloomberg
• Trump Demanded a Fed Dove. He Picked a Hawk.
  Bloomberg
• Fed’s Bostic Says Elevated Inflation Should Keep Rates on Hold
  Bloomberg
• Corporate America Unloads Shares With S&P 500 Near Record High
  Bloomberg
• Trump Warns UK on ‘Dangerous’ Moves After Xi-Starmer Talks
  Bloomberg
• Cuba Decries Trump’s ‘Genocidal’ Threat and Girds for Calamity
  Bloomberg
• China Runs Record Budget Deficit as Social Spending Growth Soars
  Bloomberg
• Trump Picks Kevin Warsh as Fed Chair
  NYT
• Trump Picks Kevin Warsh as Fed Chair
  WSJ
• Kevin Warsh, a Fed Critic, Is Now Poised to Lead It
  WSJ
• Who Is Kevin Warsh, Trump’s Fed Chair Pick?
  WSJ
• Kevin Warsh, the Fed chair nominee forged by the 2008 financial crisis
  FT
• Donald Trump preparing to nominate Kevin Warsh for Federal Reserve chair
  FT
• Arise, shadow Fed chair Stan Druckenmiller
  FT
• What FT commentators think of Kevin Warsh as Fed chair
  FT
• Kevin Warsh will pivot Fed to conviction economics
  FT
• Hedge funds’ correlation with stocks sparks fears over lack of crash protection
  FT
• Emerging markets make roaring start to 2026 as dollar slides
  FT
• Donald Trump warns Keir Starmer against closer business ties with China
  FT
• The meaning of Xi’s military purge
  FT

Thursday, January 29, 2026

Evening

• S&P 500 futures slip after index posts second losing day: Live updates
  CNBC
• Trump says he will announce a replacement for Powell as Fed chair Friday morning
  CNBC
• Trump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak
  CNBC
• Democrats, White House strike spending deal that would avert government shutdown
  AP
• US Treasury strengthens currency monitoring criteria, but finds no manipulation
  Reuters
• Amazon in talks to invest as much as $50 billion in OpenAI, source says
  Reuters
• Trump Threatens Tariffs on Countries That Provide Oil to Cuba
  Bloomberg
• Pimco President Says Private Credit Buyers Are ‘Blind’ to Risks
  Bloomberg
• Nintendo Switch 2’s Strength Threatened by Memory ‘Horror Show’
  Bloomberg
• Apple Posts Blowout iPhone Sales, but Investors Focus on Higher Costs
  WSJ
• The Fed Chief Takes the High Road
  WSJ
• Lenders and the First Brands Fraud Charges
  WSJ
• Carney Calls on White House to Respect Canadian Sovereignty Over Alberta
  WSJ

Afternoon

• S&P 500 falls as Microsoft dives 12%, software stocks tumble: Live updates
  CNBC
• Democrats block government funding package in Senate as negotiations continue to avert a shutdown
  AP
• US factory orders rebound in November on commercial aircraft demand
  Yahoo/Reuters
• ‘Shadow banks’ quizzed over meltdown threat from hidden losses
  Yahoo/Telegraph
• US High-Grade Bond Sales Top $200 Billion in Record Yearly Start
  Bloomberg
• Wall Street Braces for AI Bond Binge as Complacency Fears Mount
  Bloomberg
• Microsoft Heads for Worst Market Loss Since DeepSeek Hit Nvidia
  Bloomberg
• Half of Americans at High Risk of Power Shortfalls Amid AI Boom
  Bloomberg
• Texas Data Centers, Crypto Miners Reduced Power Use During Storm
  Bloomberg
• Blue Owl Investors Pull 15% of Assets From Tech-Focused Fund
  Bloomberg
• Trump Says Deal Is Close With Democrats to Avert Shutdown
  WSJ
• How a BlackRock Loss Reignited Worries About What Is Hiding in Private Credit
  WSJ
• Microsoft sheds $430bn in market value as AI spending spooks investors
  FT
• Norway’s $2tn fund stress tests hits from climate shocks to AI correction
  FT

General

• S&P 500 falls as Microsoft dive spoils Mag 7 earnings enthusiasm: Live updates
  CNBC
• Oil prices rise more than 2% as Trump weighs strikes on Iran
  CNBC
• Copper hits record high above $14,000 as speculators pile in
  Reuters
• China’s Metals Mania Sends Copper Soaring Past $14,000 a Ton
  Yahoo/Bloomberg
• US applications for jobless benefits, a proxy for layoffs, tick down to 209,000 last week.
  AP
• Trade balance soared 94% in November and was higher than a year ago, despite tariff efforts
  CNBC
• Morning Bid: Building AI sure does cost a lot, hope it's worth it
  Reuters
• Democrats are poised to trigger government shutdown if White House won’t meet demands for ICE reform
  AP
• Gen Z is playing the economy like a casino
  Axios
• Trump facing growing cultural revolt against immigration crackdown
  AP
• Britain and China hail reset in ties as Starmer seeks 'sophisticated' relationship
  Reuters
• Starmer and Xi call for deeper UK-China ties as Trump shakes up global relations
  AP
• Europe’s future depends on whether it can embrace hard power, says Germany’s Merz
  Politico
• Iran rounds up thousands in mass arrest campaign after crushing unrest, sources say
  Reuters
• Crypto’s ‘Digital Gold’ Myth Exposed as Traders Pivot to Metals
  Bloomberg
• Americans Are More Worried About Health-Care Costs Than Gas or Groceries
  Bloomberg
• US Trade Gap Widens From Smallest Since 2009 as Imports Rise
  Bloomberg
• Why Xi Jinping Has Purged His Top Military Leaders
  Bloomberg
• ‘Crisis of Confidence’ Grips Indonesia Stocks After MSCI Warning
  Bloomberg
• China Signals Xi’s Purge Won’t Deter ‘Reunification’ With Taiwan
  Bloomberg
• The A.I. Boom’s Uncertain Payoff
  NYT
• At World’s Busiest Port, China’s Unbalanced Economy Comes Into View
  NYT
• A Weaker Dollar Has Always Been Part of Trump’s Plan
  WSJ
• Why Powell Won’t Say if He Is Staying on the Fed Board
  WSJ
• The Housing Market Is Slumping—but Sales Over $10 Million Are Skyrocketing
  WSJ
• China’s Local Governments Cut Growth Targets
  WSJ
• A Battered Iran Is Still Able to Mount a Deadly Response to U.S. Strikes
  WSJ
• Big tech’s $680bn buy-now-book-later problem
  FT
• Copper leads scorching metals rally amid global uncertainty
  FT
• Top chipmakers to boost capital spending amid AI-driven supply squeeze
  FT
• Donald Trump’s ‘beautiful armada’ underlines US threat to Iran
  FT
• US to pay monthly Venezuela ‘budget’ from oil proceeds via Qatar fund
  FT
• Cuba has ‘15 to 20 days’ of oil left as Donald Trump turns the screws
  FT
• Takaichi’s great election gamble
  FT

Evening

• Gold Climbs Above $5,400 as Traders Eye Dovish Fed Policy Shift
  Yahoo/Bloomberg
• S&P 500 futures slip as gold prices surge, traders weigh tech giants’ earnings: Live updates
  CNBC
• Trump could announce Fed chair nominee 'in the next week or so,' Bessent says
  Yahoo Finance
• Younger Americans see U.S. dominance slipping to China
  Axios
• DoubleLine’s Jeffrey Gundlach sees no more Fed rate cuts under Jerome Powell
  CNBC
• Trump weighs major new strike on Iran as nuclear discussions show no progress
  CNN
• Trump’s Political Drama With Powell Overshadows Fed Rate Decision
  NYT
• Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%
  NYT
• Trump Threatens Iran With ‘Massive Armada’ and Presses a Set of Demands
  NYT
• The Perils of a Falling Trump Dollar
  WSJ
• Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending
  WSJ

Wednesday, January 28, 2026

Afternoon

• S&P 500 hovers just under 7,000 as Fed stays on hold, Treasury yields tick higher: Live updates
  CNBC
• Fed holds key interest rate steady as economic view improves
  CNBC
• Here’s what changed in the new Fed statement
  CNBC
• Bessent says US has strong dollar policy, 'absolutely not' intervening to support yen
  Yahoo/Reuters
• Germany's Merz: US must not cast doubt on trade deal with EU
  Yahoo/Reuters
• Key Takeaways From Fed Decision to Hold Rates Steady
  Bloomberg
• Leveraged Firms Capitalize on Investor Demand for US Risky Loans
  Bloomberg
• Fed Holds Rates Steady for First Time Since July
  WSJ
• Bank of Canada Stands Pat on Rates, Warns of Heightened Uncertainty
  WSJ
• Xi Jinping Is Stripping Down His Military Command and Starting Over
  WSJ
• Scott Bessent says Trump administration is still pursuing ‘strong dollar policy’
  FT
• Termites are slowly feasting away at the foundations of the dollar’s dominance
  FT
• America’s shift to an insider economy
  FT
• Illicit crypto flows surge to record $158bn
  FT

General

• Gold Hits Record Above $5,300 as Trump Dollar Comments Aid Rally
  Yahoo/Bloomberg
• S&P 500 climbs ahead of Fed decision, major tech earnings: Live updatess
  CNBC
• Trump’s Embrace of Weaker Dollar Fuels Bets on New Downtrend
  Yahoo/Bloomberg
• Federal Reserve may keep rates unchanged for months as economy shows signs of health
  AP
• Trump Has Four Finalists to Run the Fed. None of Them Are Exactly What He Wants.
  MSN/WSJ
• For Fed, Uptick in Bank Lending May add to Case Against Rate Cuts
  MSN/Reuters
• Rick Rieder’s Donations to MAGA Rivals Tests Trump’s Fed Chair Demands
  Yahoo/Bloomberg
• Mortgage demand drops 8.5%, as interest rates swell to the highest level in 3 weeks
  CNBC
• Companies rush to refinance as credit looks good
  Axios
• A year into Trump presidency, 'pivot to China' gathers pace
  Reuters
• Chinese Silver Fund Halts Trading as Frenzy Drives Up Premium
  Yahoo/Bloomberg
• Trump warns Iran "time is running out" for talks, threatens "far worse" attack
  Axios
• A month after Iran protests began, worry pervades Mideast over possible US strike
  AP
• Mark Rutte is on collision course with European capitals over NATO
  Politico
• ‘It’s not like the SS are coming’: Italy bids to quell ICE furor before Winter Olympics
  Politico
• Trump’s Embrace of Weaker Dollar Fuels Bets on New Downtrend
  Bloomberg
• Pentagon Official Visits Japan as US Seeks More Defense Spending
  Bloomberg
• China’s Four-Year Energy Spree Has Eclipsed Entire US Power Grid
  Bloomberg
• Fed Meeting Comes at Pivotal Moment for Central Bank’s Independence
  NYT
• What to Watch as the Federal Reserve Meets
  NYT
• A Municipal Debt Boom Is Driving Public Projects and Tax Breaks for Investors
  NYT
• Trump Has Four Finalists to Run the Fed. None of Them Are Exactly What He Wants.
  WSJ
• These Are the 12 Fed Officials Who Will Vote on Interest Rates This Year
  WSJ
• These Billion-Dollar AI Startups Have No Products, No Revenue and Eager Investors
  WSJ
• BOJ Officials Signal More Caution on Yen Risk to Inflation
  WSJ
• The Deflation Doom Loop Trapping China’s Economy
  WSJ
• Australia Inflation Pressure Stokes Rate-Hike Speculation
  WSJ
• Key Gulf Allies Say They Won’t Aid U.S. in an Iran Strike, Limiting Trump’s Options
  WSJ
• Investors bet on ‘hot’ US economy heading into midterm elections
  FT
• Swiss franc surges to decade high as traders seek last ‘reliable’ haven
  FT
• Trump warns Iran ‘time is running out’ for deal to avert US military action
  FT
• Nato without America: Europe ‘thinks the unthinkable’
  FT
• Xi Jinping’s purge of top general sends China’s military into uncharted waters
  FT