Daily News Links

8489 posts

Friday, February 27, 2026

General

• Dow futures tumble 500 points after hot wholesale inflation reading, tech stocks decline: Live updates
  CNBC
• CoreWeave Shares Slide After Heavy Spending Alarms Investors
  Yahoo/Bloomberg
• Core wholesale prices rose 0.8% in January, much more than expected
  CNBC
• U.S. and Iran wrap up ‘most intense’ nuclear talks with no deal — more negotiations ahead
  CNBC
• Top U.S. commander in the Middle East briefs Trump on Iran options
  Axios
• U.S. evacuates Israel embassy staff as Trump's Iran decision looms
  Axios
• Apollo Private Credit Fund Marks Down Portfolio on Soured Loans
  Yahoo/Bloomberg
• Private equity enters its ‘Darwinian’ era as experts warn some funds face extinction
  CNBC
• Pakistan’s defense minister says that there is now ‘open war’ with Afghanistan after latest strikes
  AP
• Pakistan bombs targets in Afghan cities, minister calls it 'open war
  Reuters
• Global Credit Spreads Widen Most in Months as Strains Mount
  Bloomberg
• Credit Fears Put Blue Owl on Track For Worst Month Since 2022
  Bloomberg
• OpenAI Finalizes $110 Billion Funding at $730 Billion Valuation
  Bloomberg
• Federal Reserve and US Attorney Remain Deadlocked Over Subpoenas
  Bloomberg
• Deep Inside Putin’s War Machine, the Pain Is Starting to Show
  Bloomberg
• El Niño Is Returning With Another Stark Warning
  Bloomberg
• The Warning Signs Flashing From the Tech-Heavy Bloat of the S&P 500
  NYT
• China Moves to Tame Yuan Rally by Slashing Shorting Costs
  WSJ
• US warns it will axe all Anthropic agreements without Pentagon deal
  FT
• Tett: Power failure could undermine America’s AI ambitions
  FT
• Economic nationalism is just getting started
  FT
• Pakistan bombs Kabul and Taliban strongholds
  FT

Evening

• Stock futures slide after S&P 500 closes lower; wholesale inflation reading looms: Live updates
  CNBC
• US-Iran talks end with no deal but potential signs of progress
  Reuters
• Anthropic CEO Amodei says Pentagon’s threats ‘do not change our position’ on AI
  CNBC
• AI "hot takes" are becoming a market risk
  Axios
• Scoop: US citizens were on stolen boat in deadly shooting with Cuba's coast guard
  Axios
• A New Credit Blowup in London Has Wall Street Chasing Billions
  Bloomberg
• CoreWeave Shares Slide After Heavy Spending Alarms Investors
  Bloomberg
• Anthropic Spurns Latest Pentagon Bid to Defuse Feud Over AI Work
  Bloomberg
• Anthropic Refuses Pentagon’s Proposal to Loosen AI Guardrails
  WSJ
• Federal Reserve Mounts Closed-Door Fight Against Justice Department Subpoenas
  WSJ
• Anthropic rejects Pentagon’s ‘final offer’ for military use of its AI
  FT
• Private credit fund managed by KKR reports jump in troubled loans
  FT

Thursday, February 26, 2026

Afternoon

• Nvidia’s drop drags the US stock market down
  AP
• Private Credit’s Great Divide: Imminent Crisis or ‘No Big Deal’
  Yahoo/Bloomberg
• For the first time since 2022, average US long-term mortgage rate dips below 6%
  AP
• Fed's Miran: Four quarter-point cuts still warranted this year, no "all clear" for job market
  Yahoo/Reuters
• Shrinking North American bird population is getting worse faster. Experts blame agriculture, warming
  AP
• Carlyle CEO Says Firms Erred Labeling Retail Funds ‘Semi-Liquid’
  Bloomberg
• Why Nvidia’s Big Profits Aren’t Lifting Markets
  NYT
• In Iran Talks, U.S. Brings Tough Demands, Growing Military Presence
  WSJ
• Spurned by Trump, Canada’s Carney Is Seeking New Friends Everywhere
  WSJ
• Weary U.S. Farmers Brace for More Uncertainty as Profits Remain Elusive
  WSJ
• U.S. Power-Plant Pollution Rose Sharply in 2025
  WSJ
• US and Iran make ‘progress’ in nuclear talks, mediator says
  FT
• Wall Street turns to complex trades to dodge AI ‘implosions’
  FT

General

• S&P 500 is little changed as traders weigh Nvidia and Salesforce earnings: Live updates
  CNBC
• Oil Retreats as Oman Describes US-Iran Talks as Positive
  Yahoo/Bloomberg
• Yen recovers against dollar with BOJ policy in view
  Yahoo/Reuters
• U.S.-Iran nuclear negotiators meet for 3 hours with Trump decision looming
  Axios
• US filings for jobless aid rise modestly to 212,000 as layoffs remain at historically healthy levels
  AP
• Scoop: Pentagon takes first step toward blacklisting Anthropic
  Axios
• Even the CEOs are worried about AI now
  Axios
• Exclusive: Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say
  Reuters
• Insight: How China is masking drone flights in potential Taiwan rehearsal
  Yahoo/Reuters
• Bitcoin Miner Tied to Trump Family Pummeled by Crypto Crash
  Yahoo/Bloomberg
• Blackstone Private Credit Fund Markets Bond Amid Software Tumult
  Bloomberg
• Insurers See Themselves Shielded From Private Credit Worries
  Bloomberg
• China Ousts Nine Military Lawmakers as Xi’s Defense Purge Widens
  Bloomberg
• New A.C.A. Plans Could Increase Family Deductibles to $31,000
  NYT
• U.S. Brings Tough Demands to Iran Nuclear Talks
  WSJ
• Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears
  WSJ
• The $1.6 Trillion Meltdown That Swept Through Software Stocks
  WSJ
• Bank of Japan’s Most Hawkish Member Says Rate Hike Needed Soon
  WSJ
• How Blue Owl’s battles sparked a chill for private credit
  FT
• Private credit group Blue Owl battles to emerge from its cold winter
  FT
• Tech groups turn to more chip-backed loans to fund AI arms race
  FT
• More than 900 companies sue US over Donald Trump’s tariff regime
  FT
• US and Iran hold fresh nuclear talks after Marco Rubio warning
  FT
• What is AI ‘distillation’?
  FT

Evening

• Stock futures are little changed as traders mull over earnings from Nvidia and Salesforce: Live updates
  CNBC
• Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%
  CNBC
• Tech giants to sign AI electricity pledge next week
  Axios
• Trump told Zelensky he wants to end war ASAP in call
  Axios
• Government spending lifts global debt to a record $348 trillion in 2025, says IIF
  Reuters
• BOJ chief flags March, April rate-hike chance in Yomiuri interview
  Reuters
• Salesforce Gives Disappointing Sales Outlook, Feeds AI Fears
  Bloomberg
• Bowman Says Banks Need ‘Flexibility’ to Compete With Non-Banks
  Bloomberg
• Wall Street Doesn’t Know What to Think About AI Anymore
  Bloomberg
• The $130 Billion Race for Companies to Get Their Tariff Money Back
  WSJ
• White House Says Iran Is Close to Weapons-Grade Nuclear Material. Experts Say No.
  WSJ
• Fed’s Bostic Says People Have Begun to Doubt Fed Independence
  WSJ
• Americans Are Leaving the U.S. in Record Numbers
  WSJ
• Defence and AI spending sends global debt to record $348tn
  FT

Wednesday, February 25, 2026

Afternoon

• Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain: Live updates
  CNBC
• Housing Stocks Hit Hard by Gloomy Outlooks, Trump’s Snub
  Yahoo/Bloomberg
• Bond Rally Stalls as Rising Risk Appetite Erodes Haven Demand
  Yahoo/Bloomberg
• Iran accuses Trump of ‘big lies’ ahead of Geneva talks in face of major US military deployment
  AP
• Scoop: Witkoff says any Iran nuclear deal should last indefinitely
  Axios
• Fed's Schmid says high inflation still bigger issue facing central bank
  Yahoo/Reuters
• Winters are getting shorter across most U.S. cities
  Axios
• Private Credit Fears Deepen With UBS Warning of 15% Defaults
  Bloomberg
• Global Debt Surges to $348 Trillion as Deficit Spending Rises
  Bloomberg
• US Data Center Construction Fell Amid Permit and Power Delays
  Bloomberg
• AI Disruption Fears Prompt Scrutiny in Hot Private Markets Trade
  Bloomberg
• Bleak Research Report Stokes A.I. Debate on Wall St.
  NYT
• Kansas City’s Schmid Says Federal Reserve Has Work to Do With Inflation
  WSJ

General

• Stocks rise, adding to Tuesday’s comeback, as Nvidia and Oracle shares gain: Live updates
  CNBC
• Gold Rises as Traders Weigh Tariff Risks and Middle East Tension
  Yahoo/Bloomberg
• Oil Steadies as Traders Await Upcoming US-Iran Nuclear Talks
  Yahoo/Bloomberg
• Mortgage rates hit lowest level in nearly 4 years, but homebuyers are still stuck on the sidelines
  CNBC
• Takeaways from Trump's State of the Union address to Congress
  Reuters
• Trump says he has told big tech companies to build their own power plants
  Reuters
• Strong Earnings Not Enough to Power Stocks Past AI, Credit Worry
  Yahoo/Bloomberg
• China says it has met US trade obligations, warns against more tariffs
  Yahoo/Reuters
• Trump says he prefers diplomacy, but lays the case for war with Iran
  Axios
• Japan's government taps reflationists for BOJ board, markets react
  Reuters
• Exclusive: Ex-BOJ chief Kuroda calls for rate hikes, tighter fiscal policy
  Reuters
• Trump to Hike US Tariff to 15% ‘Where Appropriate,’ Greer Says
  Bloomberg
• Takaichi’s Reflationist Picks for BOJ Board Nudge Yen Weaker
  Bloomberg
• Orban’s Hardening Anti-Ukraine Stance Means Trouble for the EU
  Bloomberg
• Key Takeaways From Trump’s State of the Union Address
  WSJ
• Blue Owl Fallout Sets Off Retail-Investor Panic. Their Advisers Are Urging Calm.
  WSJ
• Private Equity Was Headed for a Correction, Even Without AI Gloom
  WSJ
• World Trade Surged in 2025, Despite Higher Tariffs
  WSJ
• Violent Militias Stand Between the U.S. and Venezuela’s Vast Mineral Riches
  WSJ
• The death of the Trump trade
  FT
• Friedrich Merz meets China’s Xi Jinping as trade tensions mount
  FT
• Yen weakens after Sanae Takaichi picks dovish candidates for Bank of Japan
  FT
• Australian and New Zealand dollars surge as traders position for global interest rate rises
  FT
• How war stopped working
  FT

Tuesday, February 24, 2026

Evening

• Stock futures are little changed ahead of key earnings results from Nvidia: Live updates
  CNBC
• Trump’s State of the Union will seek to calm voters’ economic concerns ahead of midterm elections
  AP
• Hegseth warns Anthropic to let the military use the company’s AI tech as it sees fit, AP sources say
  AP
• Investors brace for a State of the Union speech that may fuel anxiety
  Reuters
• Fed’s Collins Says Rates Likely on Hold ‘For Some Time’
  Bloomberg
• Bond Traders Are Betting on Fed Rate Cuts Spilling Into 2027
  Bloomberg
• CoreWeave Seeks $8.5 Billion Loan From Banks Backed by Meta Deal
  Bloomberg
• China's $112 Billion Cargo Gap Shows Record US Tariff Evasion
  Bloomberg
• Trade Financer Raistone to Liquidate After First Brands Blowup
  Bloomberg
• Pentagon Gives A.I. Company an Ultimatum
  NYT
• AI-Induced Tech Selloff Spoils the IPO Parade
  WSJ
• Russia’s Shadow War With Europe
  WSJ

Afternoon

• Dow gains 400 points, S&P 500 jumps as software stocks rebound from AI disruption fears: Live updates
  CNBC
• US consumer confidence improves modestly in February after cratering the first month of 2026
  AP
• Data center expansion reaches an ‘inflection point’
  CNBC
• Bitcoin mining is no longer profitable after crypto’s latest downward turn, analyst says
  CNBC
• Cook Says Fed May Not Be Able to Counter AI-Driven Job Loss
  Bloomberg
• White House Economist Calls Citrini AI Report ‘Science Fiction’
  Bloomberg
• US Private Schools’ Average Tuition Approaches Record $50,000
  Bloomberg
• U.S. Home-Price Growth Slows In December
  WSJ
• Solid Economy Should Keep Fed’s Focus on Inflation, Chicago Fed’s Goolsbee Says
  WSJ
• Pete Hegseth threatens to cut Anthropic from Pentagon supply chain in showdown with CEO
  FT
• Donald Trump’s fateful decision on Iran
  FT

General

• S&P 500 futures are little changed as market tries to rebound from Monday’s rout: Live updates
  CNBC
• Bitcoin extends decline, falling below $63,000 before paring some losses
  CNBC
• Bitcoin Heads for Worst Month Since Crypto Collapse of June 2022
  Yahoo/Bloomberg
• Oil Holds Near Seven-Month High as Traders Await US-Iran Talks
  Yahoo/Bloomberg
• Morning Bid: AI doom and tariff gloom
  Reuters
• Behind the Curtain: AI's biggest threats
  Axios
• The AI doom-and-gloom scenario captivating Wall Street
  Axios
• Global AI data center boom hits delays
  Axios
• From Dimon’s ‘cockroaches’ to the Blue Owl freeze: How stress is spreading in private credit
  CNBC
• Blue Owl hoots and private credit hollers
  Axios
• Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’
  CNBC
• Trump’s 10% Levy Takes Effect as US Rebuilds Tariff Wall
  Yahoo/Bloomberg
• Trump's plan B for tariffs is this legally questionable emergency tool
  Axios
• US single-family home price growth slows in December, FHFA says
  Reuters
• Next Fed move a hike? Bostic's parting shot raises alarm
  Reuters
• The Big One: The cyberattack scenarios that keep officials up at night
  Axios
• Trump's top general foresees acute risk in an attack on Iran
  MSN/WP
• Viral doomsday report lays bare Wall Street's deep anxiety about AI future
  MSN/WSJ
• US retail investors fuel surge in leveraged ETF trading, study shows
  Yahoo/Reuters
• China puts Japanese companies on export control lists as tensions rise
  AP
• Zelenskiy marks war anniversary vowing to fight on, with Ukraine's allies divided
  Reuters
• Exclusive: Iran nears deal to buy supersonic anti-ship missiles from China
  Reuters
• Russia issues statement warning of risks of clash between nuclear powers
  Reuters
• ‘AI Bubble’ Becomes Credit’s Biggest Scare, BofA Survey Shows
  Bloomberg
• Dimon Sees Parallel to Pre-Crisis Era as Rivals Do ‘Dumb Things’
  Bloomberg
• Why Jamie Dimon’s Doubts on the Credit Market Are Well Founded
  Bloomberg
• Japan Warns Against Trade Deal Backtracking After Latest Tariffs
  Bloomberg
• Trump Seeks Vows from Tech Executives to Cover Data Center Costs
  Bloomberg
• Anthropic Kicks Off Share Sale for Staffers of Up to $6 Billion
  Bloomberg
• CBO Plans New Fiscal Estimates After Trump Cements Tariff Plan
  Bloomberg
• China Targets Japan Defense Companies in Sweeping Export Ban
  Bloomberg
• Russia’s Invasion of Ukraine Has Already Changed the World
  Bloomberg
• The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored
  NYT
• The AI Bust is Here. The AI Boom Is Still Going.
  WSJ
• As War Enters Fifth Year, Ukraine Shows Russian Victory Is Anything but Inevitable
  WSJ
• Beijing Sees Opening in U.S. Trade War After Court Blunts Trump’s Tariff Weapon
  WSJ
• Jane Street Accused of Insider Trading That Helped Collapse Terraform
  WSJ
• ‘Crisis of his own making’: Donald Trump weighs another war with Iran
  FT
• Donald Trump’s state of mind is a global risk
  FT
• AI upheaval puts software investors on edge
  FT
• How insurance became the lifeblood of private capital
  FT

Monday, February 23, 2026

Evening

• Stock futures tick higher after major indexes sell off on anxiety over AI disruption, tariffs: Live updates
  CNBC
• Gold Rises as Trump Tariff Defeat Throws Trade Deals Into Doubt
  Yahoo/Bloomberg
• IBM Sinks Most Since 2000 as Anthropic Touts Cobol Tool
  Yahoo/Bloomberg
• Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market
  Yahoo/Bloomberg
• Focus: Software companies face higher borrowing costs, tougher scrutiny as AI threatens businesses
  Reuters
• Trump considers new national security tariffs after Supreme Court ruling, WSJ reports
  Reuters
• EU Warns That Trump’s New Tariff Policy Breaks Trade Agreement
  Yahoo/Bloomberg
• Option Traders Pile Into Bets Against Software-Exposed Loan ETF
  Bloomberg
• Wall Street Analysts Mount Rescue Operation for Slumping US IPOs
  Bloomberg
• Trading volumes have surged in leveraged funds, options since the pandemic, data shows
  CNBC
• Black Swan’s Taleb Warns on Software Bankruptcies, More Volatility
  Yahoo/Bloomberg
• Countries are barring teens from social media—could the U.S. be next? One expert thinks it’s ‘inevitable’
  CNBC
• Trump Administration Scrambles to Pick Up the Pieces of Broken Tariffs
  NYT
• The Unending Trump Tariff Mess
  WSJ
• Viral Doomsday Report Lays Bare Wall Street’s Deep Anxiety About AI Future
  WSJ
• First Brands Lays Off Employees as Buyer Interest Fades
  WSJ
• What the leveraged loan market can tell us about the software sell-off
  FT

Afternoon

• Dow tumbles 800 points on growing fears about AI disruption, tariff drag: Live updates
  CNBC
• Bitcoin falls to nearly $64,000 as 2026 crypto woes continue
  CNBC
• New York Fed inflation measure heats up in December
  Yahoo/Reuters
• Trump's top general warns of Iran strike risks
  Axios
• Live updates: Trump threatens countries to abide by tariff deals despite Supreme Court decision
  AP
• EU Parliament puts US trade deal on ice after latest Trump tariff hit
  Politico
• EU hits pause on US trade deal as it seeks clarity over latest Trump maneuver
  AP
• US military builds up the largest force of warships and aircraft in the Middle East in decades
  AP
• Mortgage rates just dropped below 6%, matching lowest level since 2022
  CNBC
• Chinese companies distilled Claude to improve own models, Anthropic says
  Yahoo/Reuters
• People Are Worried About Blue Owl Liquidity
  Bloomberg
• What to Know About Tariff Refunds After the Supreme Court Decision
  Bloomberg
• Pentagon Flags Risks of a Major Operation Against Iran
  WSJ
• European Private Lenders’ Shares Tumble as Selloff Intensifies
  WSJ
• US software and private capital shares hit with fresh wave of selling
  FT
• Moody’s alert cites gap in data centre accounting for Big Tech companies
  FT
• US evacuates staff from Lebanon embassy as fears rise of war with Iran
  FT
• Navarro: The US Supreme Court’s ruling won’t stop Donald Trump’s tariffs
  FT

General

• Stocks drop as Trump raises tariffs again, sowing confusion: Live updates
  CNBC
• Gold Rises as Trump Tariff Defeat Throws Trade Deals Into Doubt
  Yahoo/Bloomberg
• Bitcoin falls below $65,000 as Trump tariff moves raise uncertainty
  CNBC
• Oil Holds Gain With US-Iran Nuclear Talks to Resume This Week
  Yahoo/Bloomberg
• US tariff turmoil leaves Treasury markets dazed
  Reuters
• Snowfall intensifies in Northeast, with many stuck at home under blizzard warnings and travel bans
  AP
• Powerful winter storm shuts schools, disrupts travel across US Northeast
  Reuters
• Europe hits back at ‘pure tariff chaos’ from the U.S., warning trade deals are at risk
  CNBC
• China Monitoring Trump’s New Trade Moves After US Court Defeat
  Yahoo/Bloomberg
• Xi Gains Leverage Before Trump Summit After Tariff Reversal
  Yahoo/Bloomberg
• AI's "centaur phase" consumes Silicon Valley
  Axios
• From dabblers to day traders, small investors’ impact on Wall Street grows even in volatile market
  AP
• Fed's Waller says he could shift to holding rates steady if next jobs report comes in strong
  Yahoo Finance
• Hedge Funds That Piled Into US Bitcoin Funds Are First to Exit
  Yahoo/Bloomberg
• What is Blue Owl, and why are people suddenly worried about private credit?
  Yahoo/CNN
• Trump’s tariff turmoil triggers worst run for private equity since 2008
  Yahoo/Telegraph
• Mexico fears more violence after army kills leader of powerful Jalisco cartel
  AP
• Private Equity’s Dry Spell Now Worse Than 2008 Crisis, Bain Says
  Bloomberg
• China, India Among Winners After US Court Blocked Trump Tariffs
  Bloomberg
• Hedge Funds Sold Most Global Equities Since April, Goldman Says
  Bloomberg
• Alarmed Indian Officials Race to Tame World-Beating Options Boom
  Bloomberg
• Tariff Turmoil Returns to Global Markets
  NYT
• It’s a Buyer’s Market, but Homeownership Eludes Many Americans
  NYT
• Why Tariffs Aren’t Shrinking the U.S. Trade Deficit
  WSJ
• Waller Weighs Supporting Fed Rate Pause if Labor Data Stabilize
  WSJ
• The Fundraising Tactic AI Startups Are Using to Juice Valuations
  WSJ
• US banks enjoyed record profits of $300bn in 2025
  FT
• What is behind Trump’s truce with China?
  FT
• Private equity logjam builds as smaller firms fail to exit investments
  FT
• Data centres seek credit ratings to unlock billions in funding for AI push
  FT
• Fuel shortage threatens US nuclear resurgence, warns top supplier
  FT
• Europe and America are locked in a struggle over ‘western civilisation’
  FT
• Korean ‘ants’ pile into leveraged funds to profit from stock market boom
  FT

Evening

• Stock futures fall as investors focus on Trump tariffs: Live updates
  CNBC
• Asia shares hesitant, dollar slips amid tariff confusion
  Reuters
• Bond Market Momentum Shifts Bears’ Way as Sell Signals Flash
  Yahoo/Bloomberg
• Trump Pegs New Tariffs to a Payments Crisis That Experts Doubt Exists
  Yahoo/Bloomberg
• EU says it will accept no increase in US tariffs after Supreme Court ruling: 'a deal is a deal'
  Reuters
• Blue Owl Anxiety Rattles the $1.8 Trillion Private Credit Market
  Yahoo/Bloomberg
• Tehran is ready for nuclear concessions if US meets demands, Iranian official says
  Reuters
• Iran-US Nuclear Talks Set to Resume in Geneva on Feb. 26
  Yahoo/Bloomberg
• Lagarde Says US Tariff Moves Risk Upsetting Equilibrium With EU
  Yahoo/Bloomberg
• Last week’s slump in asset-manager stocks was driven by private-credit fears. Here’s what’s worrying investors.
  Yahoo/MarketWatch
• Trump demands Netflix fire Susan Rice as DOJ probes Warner deal
  CNBC
• Mexican army kills leader of powerful Jalisco New Generation Cartel during operation to capture him
  AP
• Ukraine attack seriously damages infrastructure in Russia's Belgorod, governor says
  Reuters
• Justice Gorsuch Tries to Revive Congress
  WSJ
• Mexico Kills Powerful Drug Kingpin, Sparking Violent Response
  WSJ
• Satellite images reveal surge in US fighter jets in Middle East
  FT
• Iran agreed secret shoulder-fired missile deal with Russia
  FT

Sunday, February 22, 2026

General

• Scoop: U.S.-Iran talks expected Friday if Iran sends nuclear proposal
  Axios
• Trump pushes US toward war with Iran as advisers urge focus on economy
  Reuters
• Trump curious why Iran has not 'capitulated' amid US military buildup, says Witkoff
  Reuters
• EU May Freeze US Trade Deal Approval on Trump Tariff ‘Chaos’
  Yahoo/Bloomberg
• Xi Gains Leverage Before Trump Summit After Tariff Reversal
  Yahoo/Bloomberg
• Japan’s Ruling Party Tax Chief Calls US Tariff Situation ‘Messy’
  Yahoo/Bloomberg
• In the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals
  Yahoo/Fortune
• From 'buy America' to 'bye America', Wall Street exodus gathers pace
  Reuters
• US Bilateral Trade Deals Stand Despite Tariff Ruling, Greer Says
  Bloomberg
• Riskiest CLO Funds Are Flashing a Warning Sign: Credit Weekly
  Bloomberg
• Winklevoss’ Gemini Risks a Hard Landing After the Crypto Rout
  Bloomberg
• They Did Deals With Trump to Get Lower Tariffs. Now They Are Stuck.
  NYT
• Trump’s Trade Gamble Will Continue, Despite Supreme Court Rebuke
  NYT
• What to Know About Trump’s New Tariff
  WSJ
• Trump’s New Trade Agenda Is on a Collision Course With Midterms
  WSJ
• Tariff Ruling Sends CEOs Back to Company War Rooms
  WSJ
• Under Trump Pressure, Iran Finds Its Friends Are of Little Help
  WSJ
• A $44,000 Bill Shows the Dysfunction in California’s Home-Insurance Market
  WSJ
• Earnings and AI fears drive ‘extreme’ churn in US stock market
  FT
• What does Trump’s latest tariff threat mean for his previous trade pacts?
  FT
• Trump’s new flat-rate tariff will boost China and Brazil
  FT

Saturday, February 21, 2026

General

• Murky outlook for businesses after tariff ruling prompts countermoves by Trump
  AP
• The Supreme Court struck down Trump’s tariffs. Now comes the hard work of issuing refunds
  AP
• Trump Signs 10% Global Tariff in Bid to Salvage Trade Agenda
  Yahoo/Bloomberg
• Five key takeaways from the Supreme Court’s landmark decision against Trump’s tariffs
  CNBC
• Trump signals new tariffs plan. Here's how Section 122 works
  Axios
• World Leaders Scope Out US’s Next Steps After Tariff Ruling
  Yahoo/Bloomberg
• UK-US trade in disarray after Trump tariffs ruled illegal
  Yahoo/Telegraph
• Illiquid loans, investor demands: Blue Owl’s software lending triggers another quake in private credit
  CNBC
• The Supreme Court blessed Trump’s iron grip on presidential power. Until now.
  Politico
• Here’s How Governments Are Reacting After Trump’s Tariff Changes
  Bloomberg
• Trump’s Treasured Negotiating Edge Dulled By Tariff Defeat
  Bloomberg
• Will Warsh Pander to the White House With His First Rate Cut?
  Bloomberg
• Bitcoin’s $1 Trillion Identity Crisis Hits From Every Direction
  Bloomberg
• Listless US Stock Market Masks Record Volatility Beneath Surface
  Bloomberg
• Lutnick’s Davos Speech Was ‘Just Too Much,’ Lagarde Tells WSJ
  Bloomberg
• Six Questions on the Future of Trump’s Tariffs
  NYT
• What Happens to All These Trade Deals Now?
  NYT
• Global Markets No More: Trade Barriers Mess With Commodities From Metals to Oil
  WSJ
• Tariff Ruling Brings Little Comfort Overseas
  WSJ
• Trump Lost on Tariffs, but Trade Will Never Be the Same
  WSJ
• Trump’s New Trade Agenda Is on a Collision Course With Midterms
  WSJ
• Trump Approaches Legacy-Defining Moment on Iran: A Deal or War
  WSJ
• France says EU has the tools to hit back at Trump over tariffs
  FT
• The Supreme Court’s tariff blow to Trump
  FT
• The haven asset status of US Treasuries is eroding
  FT
• Tehran on edge as residents fear US attack
  FT
• China’s AI labs unleash new models and bubble tea to lure in customers
  FT