Daily News Links

8489 posts

Friday, February 20, 2026

General

• Dow jumps after Supreme Court knocks down Trump’s emergency tariffs: Live updates
  CNBC
• Oil Steadies Near Six-Month High as Trump Sets Iran Deadline
  Yahoo/Bloomberg
• Supreme Court says Trump global tariffs are illegal
  Axios
• US Supreme Court rejects Trump's global tariffs
  Reuters
• Fourth-quarter U.S. GDP up just 1.4%, badly missing estimate
  CNBC
• U.S. economy slows to 1.4% GDP growth in Q4
  Axios
• Inflation rose more quickly than expected in December
  AP
• US PCE inflation heats up in December
  Yahoo/Reuters
• ‘Canary in the coal mine’: Blue Owl liquidity curbs fuel fears about private credit bubble
  CNBC
• Trump's tariffs near their fate before the Supreme Court
  Axios
• The bond market’s ‘quiet stabilizer’ is fading — and U.S. Treasurys face the most risk
  CNBC
• Companies rethink IPOs in 2026 as market volatility tests valuations
  Reuters
• Eurozone Business Activity Picks Up Faster Than Expected
  Yahoo/WSJ
• Iran's Khamenei faces gravest crisis of his rule as US strike force gathers
  Reuters
• Blue Owl Closed a Gate. Yes, That's a Red Flag
  Bloomberg
• Goldman Raises US High-Grade Debt Sales View to $2.1 Trillion
  Bloomberg
• This AI Electricity Stopgap Needs a Big Caveat
  Bloomberg
• Big Tech’s Soaring Spending on AI Is Eating Into Stock Buybacks
  Bloomberg
• How Jerome Powell Is Trump-Proofing the Fed
  Bloomberg
• EM Stocks, Currencies Decline as Iran Tensions Build, Oil Spikes
  Bloomberg
• BofA Says US Stocks Draw Lowest Share of Global Flows Since 2020
  Bloomberg
• Trump Iran Ultimatum Sets Up Attacks Following IAEA Meeting
  Bloomberg
• US, China Jets Briefly Face Off Near Korea, Yonhap Says
  Bloomberg
• China Snaps Up Distressed Russian Oil Cargoes Shunned by India
  Bloomberg
• Blue Owl Sets Off New Private Credit Fears
  NYT
• Is This Private Credit’s ‘Canary in the Coal Mine’?
  NYT
• Can an A.I. Productivity Boom Clear a Path for More Rate Cuts? Trump’s Fed Pick Thinks So.
  NYT
• 11 Million Visitors Short: Inside America’s Continuing Tourism Slump
  NYT
• Fed’s Preferred Gauge Shows Accelerating December Inflation Trends
  WSJ
• The ‘incredibly significant’ US military forces surrounding Iran
  FT
• Tett: Reasons to worry about America’s investment position with the rest of the world
  FT
• Nvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investment
  FT

Thursday, February 19, 2026

Evening

• Stock futures are little changed ahead of key economic data, possible tariff court ruling: Live updates
  CNBC
• Trump warns of ‘bad things’ if Iran doesn’t make a deal, as second US carrier nears Mideast
  AP
• US Amasses Forces as Trump Says Iran Has Just Days for Deal
  Yahoo/Bloomberg
• Iran tells UN chief it will respond 'decisively' if subjected to military aggression
  Reuters
• Trump’s Power to Sue US Challenged in $10 Billion IRS Case
  Yahoo/Bloomberg
• As prices rise, corporate America braces for the blame
  Axios
• Blue Owl’s Woes Expose Private Credit Risks for Retail Investors
  Bloomberg
• How Private Equity Debt Left a Leading VPN Open to Chinese Hackers
  Bloomberg
• China’s Drone Exports to Russia Use a New Route Through Thailand
  Bloomberg
• How Trump Is Upending Who Can Be a Guest on Late-Night TV
  NYT
• Trump Weighs Initial Limited Strike to Force Iran Into Nuclear Deal
  WSJ
• The Embarrassing Truth About Tariffs
  WSJ
• The Beef Industry Has a Message for Consumers: Get Used to High Prices
  WSJ
• Why Iran is betting on war
  FT
• Top Fed official says White House is escalating its assault on central bank
  FT
• Private credit stocks slide after Blue Owl halts redemptions at fund
  FT
• Klarna stock sinks 27% after bad loan costs soar
  FT

Afternoon

• Stocks slide as traders assess potential Iran conflict: Live updates
  CNBC
• Oil Rises to Highest Since August on Iran Conflict Concerns
  Yahoo/Bloomberg
• Blue Owl Drops as Redemption Halt Stirs Private Credit Concern
  Yahoo/Bloomberg
• Shadow banking giant blocks investors from withdrawing cash
  Yahoo/Telegraph
• Kashkari Rips Hassett Criticism of NY Fed Tariff Analysis
  Yahoo/Bloomberg
• Minneapolis Fed's Kashkari: 'We're pretty close to neutral' on rates
  Yahoo Finance
• AI Seen Driving US Convertible Bond Sales to Another Banner Year
  Yahoo/Bloomberg
• Fed’s Kashkari Said What Needed to Be Said
  Bloomberg
• Asset Manager Shares Plunge as Blue Owl Curbs Fund Redemptions
  Bloomberg

General

• Stock futures slide as Walmart outlook disappoints, Iran tensions simmer: Live updates
  CNBC
• Oil Extends Biggest Jump Since October on Iran Conflict Concerns
  Yahoo/Bloomberg
• Blue Owl curbs investor liquidity following asset sale, shares down 3% in pre-market trading
  CNBC
• US applications for jobless aid fall to 206,000 last week as layoffs remain low
  AP
• U.S. trade deficit slipped to $901 billion last year amid Trump tariffs
  AP
• Tariffs paid by midsized US firms tripled last year, new analysis from JPMorganChase Institute shows
  AP
• US unsecured loan balances hit record high on demand from subprime customers
  Reuters
• Silicon Valley is building a shadow power grid for data centers across the US
  MSN/WP
• Iran and the US lean into gunboat diplomacy as nuclear talks hang in balance
  AP
• U.S. military pushes more weaponry into the Middle East for possible strikes on Iran
  NBC
• Russia's Lavrov warns against any new US strike on Iran
  Reuters
• Macron Is Setting Up a G-7 Showdown With Trump Over Social Media
  Yahoo/Bloomberg
• Russia’s Putin slams U.S. oil blockade on Cuba: ‘We do not accept anything like this’
  CNBC
• Exclusive: Top European spies sceptical US will clinch Ukraine peace deal this year
  Reuters
• How China plans to dominate global trade long after Trump
  Reuters
• Hamas tightens grip in Gaza as Trump pushes peace plan
  Reuters
• Here Are Trump’s Options If the Supreme Court Says His Tariffs Are Illegal
  Bloomberg
• Fed Minutes Show No Rush to Restart Rate Cuts, and Even Possibility of Hikes
  NYT
• Defense Dept. and Anthropic Square Off in Dispute Over A.I. Safety
  NYT
• U.S. Gathers the Most Air Power in the Mideast Since the 2003 Iraq Invasion
  WSJ
• Why the Federal Deficit Is Projected to Surge, in Five Charts
  WSJ
• Elizabeth Warren Has Questions About the Shake-Up Inside the Fed’s Banking Regulator
  WSJ
• From Paris to New Delhi, the Push to Ban Teens From Social Media Is Going Global
  WSJ
• Top Lawyers’ Fees Have Skyrocketed. Be Prepared to Pay $3,400 an Hour.
  WSJ
• Blue Owl permanently halts redemptions at private credit fund aimed at retail investors
  FT
• Kevin Hassett calls tariff report from Federal Reserve economists an ‘embarrassment’
  FT
• The crypto-loving billionaire and the $400mn ‘perfect fraud’
  FT
• The race to avert a US-Iran war
  FT

Evening

• Stock futures are little changed after major averages post gains; Walmart earnings loom: Live updates
  CNBC
• Trump has discussed timeline for Iran strikes — including as soon as this weekend — but no decision yet
  CBS
• Fed Reveals Surprise Shift as Several Officials Ponder Hike
  Yahoo/Bloomberg
• Mark Zuckerberg quizzed on kids’ Instagram use in social media trial
  AP
• Traders’ ‘Massive’ Options Play Contrasts With Fed Hike Talk
  Bloomberg
• Traders Brace for Japan’s First Super-Long Bond Test After Vote
  Bloomberg
• Mark Zuckerberg Grilled on Usage Goals and Underage Users at California Trial
  WSJ
• Xi Tries to Bully Trump on Taiwan
  WSJ
• Is an AI price war about to begin?
  FT

Wednesday, February 18, 2026

Afternoon

• Stocks rise ahead of Fed minutes as Nvidia shares gain: Live updates
  CNBC
• Gold Rises Above $5,000 as Dip-Buyers Come in Amid Thin Trade
  Yahoo/Bloomberg
• Fed minutes: Lower inflation needed before many officials will support rate cuts
  AP
• Hassett says authors of New York Fed tariff study should be disciplined: ‘Worst paper I’ve ever seen’
  CNBC
• Trump administration slams New York Fed study that says US consumers bear the cost of tariffs
  Yahoo Finance
• Fed Minutes Show Several Officials Point to Rate-Hike Scenario
  Bloomberg
• US Manufacturing Momentum Builds Up in Both Output and Orders
  Bloomberg
• Hassett Attacks NY Fed for Study on Tariff Burden Hitting US
  Bloomberg
• IPO Market Limps Into Seasonal Lull After $7.2 Billion Burst
  Bloomberg
• How Europe Will Choose Lagarde’s Successor as ECB President
  Bloomberg
• Why US-Iran Tensions Raise Concern Over the Strait of Hormuz
  Bloomberg
• The Federal Reserve Wants to Change How You Shop for a Mortgage
  WSJ
• Lenders to Commercial Real Estate Owners Reach Breaking Point
  WSJ
• U.S. Arms Sale to Taiwan in Limbo Amid Pressure Campaign From China
  WSJ
• Canada’s Carney Edges Closer to Majority Government With Conservative Defection
  WSJ
• Trump adviser says New York Fed economists should be ‘disciplined’ for publishing study on tariffs
  FT

General

• Stocks rise ahead of Fed minutes as Nvidia shares gain: Live updates
  CNBC
• Oil jumps more than 2% after Vance says Iran ignored key U.S. demand, military strikes on the table
  CNBC
• Gold and Silver Regain Ground Ahead of Fed Minutes Release
  Yahoo/Bloomberg
• Trump moves closer to a major war with Iran
  Axios
• Mortgage rates sink to the lowest level in a month, sparking more refinance demand
  CNBC
• Fed minutes could highlight shift in balance of risks as policymakers put rates on hold
  Reuters
• Investors are falling out of love with AI
  Axios
• Bitcoin Won Over Wall Street and Now It’s Paying the Price
  Yahoo/Bloomberg
• Japan, US Reach $36 Billion of Gas, Mineral Deals in Trump Pact
  Yahoo/Bloomberg
• Japan exports growth surges to over 3-year high, up nearly 17% in January, as shipments to China soar
  CNBC
• Envoys signal no breakthrough on bridging Russia and Ukraine’s political and military differences
  AP
• How a Social Media Addiction Trial Threatens Big Tech
  Bloomberg
• Private Credit Should Worry About a Singularity in Software Debt
  Bloomberg
• US Housing Starts Rise to Five-Month High in Broad Increase
  Bloomberg
• US Core Capital Goods Orders Exceeded Forecast in December
  Bloomberg
• Unprecedented ‘Jobless Boom’ Tests Limits of US Economic Expansion
  Bloomberg
• Banks Pounce on M&A Revival With $100 Billion of Buyout Debt
  Bloomberg
• Hassett Attacks NY Fed for Study on Tariffs Hurting US Companies
  Bloomberg
• US Insurers’ Dollar Hedging in 2026 Tops ‘Liberation Day’ Fever
  Bloomberg
• How the World’s Most Boring Market Became a ‘Battlefield’
  NYT
• US and Japan unveil first mega-projects under $550bn trade deal
  FT
• Brevan Howard’s crypto fund slumped 30% in 2025 amid bitcoin rout
  FT

Evening

• Stock futures are little changed as traders await Fed meeting minutes: Live updates
  CNBC
• Bitcoin Declines Amid Risk-Off Mood With AI Concerns to The Fore
  Yahoo/Bloomberg
• Gold Drops Below $4,900 in Thin Holiday Trading as Dollar Rises
  Yahoo/Bloomberg
• Japan to Invest $36 Billion in US Projects Under Trump Deal
  Yahoo/Bloomberg
• IMF urges Japan to keep raising rates, avoid reducing sales tax
  Yahoo/Reuters
• Ukraine's Zelenskiy says Trump exerting undue pressure on him
  Reuters
• Fed Officials Say AI Productivity Boost Could Raise Neutral Rate
  Bloomberg
• Vance Says Iran Is Ignoring Core U.S. Demands in Talks
  WSJ
• Behold, the story of the Fed balance sheet in a single chart
  FT
• Air pollution directly linked to Alzheimer’s risk, scientists say
  FT

Tuesday, February 17, 2026

Afternoon

• S&P 500 rises to start shortened week, led by banks; software shares slide: Live updates
  CNBC
• Amazon has lost $450 billion in value during this historic losing streak. Here’s what’s dragging it down
  CNBC
• Anthropic's newest AI model is cheaper and faster
  Axios
• Iran says it temporarily closed the Strait of Hormuz as it held more indirect talks with the US
  AP
• Zelensky says Ukrainian public won't let him hand Russia territory
  Axios
• Russia poses ‘serious and concrete’ threat to Sweden’s security, Stockholm warns
  Politico
• Fed’s Barr Says Appropriate to Hold Rates for ‘Some Time’
  Bloomberg
• US Homebuilder Sentiment Dips to Five-Month Low on Affordability
  Bloomberg
• Cathie Wood’s ARKK Takes Fresh Hit After Falling 50% Since Covid
  Bloomberg
• Fed’s Goolsbee Says Future Rate Cuts Depend on Inflation Progress
  WSJ

General

• Stocks fall to start shortened week as tech and software shares slide: Live updates
  CNBC
• Shares fall in Japan, while most of Asia’s markets are shut for the Lunar New Year holiday
  AP
• Bitcoin Declines as Geopolitical Tension Adds to Risk-Off Mood
  Yahoo/Bloomberg
• Gold and Silver Decline With China Closed for Lunar New Year
  Yahoo/Bloomberg
• BofA Survey Shows Investor Worry Over Capex Race at Record High
  Yahoo/Bloomberg
• Big Tech bets big on bonds
  Axios
• AI concentration is everywhere
  Axios
• Warsh may want a smaller Fed balance sheet, but that's hard to achieve
  Yahoo/Reuters
• Trump: Iran doesn't want consequences of not making nuclear deal with U.S.
  Axios
• Trump says he will be involved indirectly in Iran talks
  Reuters
• Iran Says It’s Closing Parts of Hormuz Strait as US Talks Resume
  Yahoo/Bloomberg
• Ukraine, Russia begin Geneva talks as Trump piles new pressure on Kyiv
  Reuters
• Kremlin aide warns West over seizure of Russian vessels
  Reuters
• How Real Is a $1.6 Trillion AI Backlog?
  Bloomberg
• New York Factory Activity Expands for Second Month While Outlook Improves
  Bloomberg
• Fed’s Goolsbee Sees Several Rate Cuts If Inflation Heads Lower
  Bloomberg
• The Office Market Is as K-Shaped as the US Economy
  Bloomberg
• BIS Warns SRT Loans Are ‘Blind Spots’ for Banking Watchdogs
  Bloomberg
• Trump Says He’ll Soon Make Decision on Weapon Sales to Taiwan
  Bloomberg
• Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
  WSJ
• What Washington Won’t Talk About
  WSJ
• Iran’s Two-Pronged Approach to Trump: Concessions and Saber Rattling
  WSJ
• U.S. Plans to Deploy More Missile Systems in the Philippines, Challenging China
  WSJ
• US investment grade credit markets care about the tech wreck, just not very much
  FT
• Investors expect ‘Warsh trade’ to weaken dollar, BofA survey shows
  FT
• The housing market is not getting much better
  FT
• Global regulators fret about banks’ rising use of credit risk transfers
  FT
• Why rivers in the far north are turning orange
  FT

Monday, February 16, 2026

Afternoon

• Stocks, Bonds Fluctuate in Holiday-Thinned Trade: Markets Wrap
  Yahoo/Bloomberg
• Oil Gains as Iran Conducts Naval Drills Ahead of Fresh US Talks
  Yahoo/Bloomberg
• Expectations are low for the latest US-brokered talks between Russia and Ukraine
  AP
• Hedge Funds Buy Most Asian Stocks in a Decade, Goldman Says
  Bloomberg
• The Quiet Architect of Trump’s Global Trade War
  NYT
• Federal Reserve set to loosen US bank rules in attempt to boost mortgage lending
  FT
• Everything you thought about the US labour market is wrong
  FT
• Iran launches naval drills as tensions with US rise
  FT

General

• Shares edge up in thinly-traded holiday markets, Japan data disappoint
  Reuters
• Asia shares becalmed by holidays, dire Japan data
  Reuters
• Oil Steady With Focus on Geopolitical Risk Before Iran Talks
  Yahoo/Bloomberg
• The Big Tech losers as AI fears wipe billions of dollars off valuations
  Yahoo/Reuters
• China’s tech shock threatens the U.S. AI monopoly and is ‘just getting started’
  CNBC
• Homebuyers are scoring deals — but prices remain high
  Axios
• Exclusive: Pentagon threatens Anthropic punishment
  Axios
• Carney constructs a mega anti-Trump trade alliance
  Politico
• Japan’s economy barely grows in the last quarter as exports slow, with 2025 expansion just 1.1%.
  AP
• Japan PM Takaichi to hold first meeting with BOJ chief Ueda since election win
  Yahoo/Reuters
• US Natural Gas Drops to Lowest in Four Months on Warmer Outlook
  Bloomberg
• BOJ’s Ueda Says Takaichi Made No Specific Requests at Talks
  Bloomberg
• Brokers Forced to Rethink Funding Playbook as India Curbs Loans
  Bloomberg
• Diplomatic Feud With China Weighs on Japan’s Economy
  NYT
• The Break Is Over. Companies Are Jacking Up Prices Again.
  WSJ
• Warsh’s war on the Fed balance sheet
  FT
• Why Rubio failed to repair the transatlantic rift
  FT
• Marco Rubio says Viktor Orbán’s leadership is ‘essential’ to US interests
  FT
• Fund managers take most bearish stance on dollar for a decade
  FT
• How China could win the geopolitical game by default
  FT

Sunday, February 15, 2026

Evening

• Dow Jones Futures Rise; Apple, Google, Amazon, Meta, Nvidia In Focus
  IBD
• Trump trade adviser Navarro says administration may force data center builders like Meta to ‘internalize’ costs
  CNBC
• A relationship on the rocks: Europe and America need each other, but trust is gone
  Politico
• Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis
  Bloomberg
• Bond Traders Look to Jobs Data, Stocks for Gut Check on Rally
  Bloomberg
• Washington Inflates Credit Scores and Another Housing Bubble
  WSJ
• Russia’s Wagner Group pivots to European sabotage, say western officials
  FT

General

• AI Risk Is Dominating Conference Calls as Investors Dump Stocks
  Yahoo/Bloomberg
• AI Bubble Fears Are Creating New Derivatives
  Yahoo/Bloomberg
• China is the real threat, Taiwan says in rebuff to Munich speech
  Reuters
• No ‘business as usual’ with US, says Latvian PM
  Politico
• US, Japan Commit to Deepening Ties as Tokyo Faces China Pressure
  Bloomberg
• What C.E.O.s Are Worried About
  NYT
• Gen Z, Locked Out of Home Buying, Puts Its Money in the Market
  WSJ
• The Ivies Are Having Second Thoughts About Investing in Private Equity
  WSJ
• Why Winter in the U.S. Is Crazy This Year, in Five Charts
  WSJ
• On the Ground With Crews Battling to Keep the Lights On in Ukraine
  WSJ
• Investors reluctant to ‘buy the dip’ after AI scares
  FT
• End of EV euphoria triggers $65bn hit for carmakers
  FT

Saturday, February 14, 2026

General

• The Goldilocks economy, if you don't look too close
  Axios
• Hyperscalers lost over $1 trillion post-earnings
  Axios
• Rubio’s speech to European allies takes a softer tone but sticks to Trump’s firm stance
  AP
• European reaction to Rubio's speech on transatlantic ties at Munich Security Conference
  Reuters
• Soaring coffee prices rewrite some Americans’ daily routines
  AP
• Cost of Trump's Coal Push Plays Out in Dollars, Noise and Health
  Yahoo/Bloomberg
• Exclusive: US military preparing for potentially weeks-long Iran operations
  Reuters
• Trump says Iran regime change could be 'best thing' as second carrier heads to Middle East
  Reuters
• European nations say Alexei Navalny was poisoned by the Kremlin with dart frog toxin
  AP
• Bankers’ Winter Getaway to Sunny Florida Is Upended By AI Chaos
  Bloomberg
• Wall Street Banks Are Paying Their CEOs Like It’s 2006 Again
  Bloomberg
• America’s Vanishing Cattle Herd Drives 15% Price Hikes for Beef
  Bloomberg
• China’s Wang Warns Takaichi Over Japan’s ‘Ghosts of Militarism’
  Bloomberg
• Here’s What the Big Bank CEOs Got Paid in 2025
  WSJ
• Six Wall Street bank chiefs bring in combined pay of $250mn in 2025
  FT
• Politics is now driving the dollar
  FT