Daily News Links

8371 posts

Wednesday, December 3, 2025

Afternoon

• Dow rises 400 points as weak ADP jobs
  CNBC
• Oracle credit fear gauge hits highest since 2009 on AI bubble fears
  Yahoo/Bloomberg
• Oil Rises as Traders Weigh Next Steps in Russia-Ukraine Conflict
  Yahoo/Bloomberg
• Early holiday shopping reflects the economy: Fine, with potential cracks
  Axios
• Bessent says Trump admin will be able to replicate tariffs even if it loses Supreme Court decision
  CNBC
• Bessent says White House may 'veto' Federal Reserve presidents
  AP
• Treasury Secretary Bessent stops short of confirming Kevin Hassett as next Fed chair
  Yahoo Finance
• SEC Halts High-Leveraged ETF Plans in Warning Over Risks
  Yahoo/Bloomberg
• Lutnick Eyes Big Taiwan Investment, Lai Hints at Some Issues
  Bloomberg
• Taiwan’s President Warns of Growing Chinese Military Aggression
  NYT
• Bond investors warned US Treasury over picking Kevin Hassett as Fed chair
  FT

General

• Stock futures point to more gains despite ADP report showing job losses: Live updates
  CNBC
• November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports
  CNBC
• Mortgage rates finally moved lower last week, but that didn’t do much for demand
  CNBC
• The AI frenzy is driving a new global supply chain crisis
  Yahoo/Reuters
• Europeans accuse Putin of feigning interest in peace after talks with US envoys
  AP
• Russia says no Ukraine compromise reached after five-hour Putin talks with Trump envoys
  Reuters
• Oracle Credit Fear Gauge Hits Highest Since 2009 on AI Bubble Fears
  Bloomberg
• Rewarding the Shadow-Banking Boom Makes No Sense
  Bloomberg
• SEC Halts High-Leveraged ETF Plans in Warning Over Risks
  Bloomberg
• Why Silver Price Has Been Surging Even More Than Gold
  Bloomberg
• Crypto Deals Hit a Record $8.6 Billion as Market Strains Grow
  Bloomberg
• Trump Signs Bill to Deepen US-Taiwan Ties Amid China Concerns
  Bloomberg
• Several Vanke Bondholders Signal They’ll Oppose Extension Plan
  Bloomberg
• China Services Activity Slows Again in Sign of Frail Economy
  Bloomberg
• Fed Pick Puts Pressure on Bessent to Deliver for Trump
  NYT
• Ukraine Goes After Moscow’s Shadow Fleet in International Waters
  WSJ
• A Newly Confident China Is Jockeying for More Global Clout as Trump Pulls Back
  WSJ
• Donald Trump says he will nominate Federal Reserve chair in ‘early’ 2026
  FT
• Leverage is crypto trading’s faultline
  FT
• The hunt for copper to wire the AI boom
  FT
• Russia says no deal reached in talks with US on Ukraine
  FT

Tuesday, December 2, 2025

General

• Stocks rebound as bitcoin bounces, tech stocks gain: Live updates
  CNBC
• Crypto’s Retail Traders Hit Hard as Strategy ETFs Plunge 80%
  Yahoo/Bloomberg
• The Fed Has Rarely Been So Divided Over Its Long-Term Plan for Interest Rates
  Yahoo/Bloomberg
• US online spending surges to $44.2 billion during five-day holiday shopping, Adobe data
  Yahoo/Reuters
• Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI
  Yahoo/Bloomberg
• AI bubble a "key downside risk" to U.S. economy, OECD warns
  Axios
• Bank of England says AI, private credit and gilt repos pose increased risks
  Reuters
• Trump's push to end Ukraine war raises fears of 'ugly deal' for Europe
  Reuters
• A third Russian tanker attacked in the Black Sea, Turkish authority says
  AP
• Taiwan Confident Trump Will Allow Leader to Transit Through US
  Yahoo/Bloomberg
• China-Japan Clash May Persist for a Year, Taiwan Minister Warns
  Yahoo/Bloomberg
• China floods the world with gasoline cars it can't sell at home
  Reuters
• Biggest Hedge Funds Are Tapping Ultra-Cheap Leverage, BIS Finds
  Bloomberg
• Bond Traders Don't Trust Rachel Reeves
  Bloomberg
• AI Cash Ignites a Boom for Multimillion-Dollar San Francisco Homes
  Bloomberg
• Nearly Half of China Flights to Japan Cut in December, CCTV Says
  Bloomberg
• Why Kevin Hassett Is Winning the Fed Chair Race Before It Has Ended
  WSJ
• OpenAI’s Altman Declares ‘Code Red’ to Improve ChatGPT as Google Threatens AI Lead
  WSJ
• In a crisis, Strategy stacks dollars
  FT
• Rate cuts will end in leading economies next year, says OECD
  FT
• Ukraine targets Russia’s shadow fleet as it steps up drone war
  FT

Evening

• Stock futures are little changed after major U.S. indexes snap five-day win streaks: Live updates
  CNBC
• Global Cyber Monday online sales hit $17.3 billion, Salesforce data shows
  Yahoo/Reuters
• Shoppers scoured for deals online on Cyber Monday and delivered strong sales for retailers
  AP
• Trump rejected Maduro requests on call, options narrow for Venezuela leader, sources say
  Reuters
• As regime change looms at the Fed, one candidate emerges as frontrunner for chair
  CNBC
• Trump’s push for more AI data centers faces backlash from his own voters
  Reuters
• College Students Flock to a New Major: A.I.
  NYT
• Bitcoin Rout Picks Up Steam as Investors Fret Over a New ‘Crypto Winter’
  WSJ
• Strategy, the Bitcoin-Buying Company, Raises $1.44 Billion to Weather Crypto Downturn
  WSJ
• Prospect of Japanese Rate Rise Spills Into U.S. Markets
  WSJ
• The Lesson of China’s Japan Bullying
  WSJ

Monday, December 1, 2025

Afternoon

• Tumbling crypto stocks threaten end to Wall Street’s 5-day winning streak
  AP
• Bitcoin slides on 'weak' sentiment, Strategy, Coinbase among crypto stocks hit
  Yahoo Finance
• Strategy’s Dollar Reserve Fails to Soothe Bitcoin-Sales Concern
  Yahoo/Bloomberg
• What it would mean to have Kevin Hassett as Fed chair
  Axios
• Jane Street, Citadel Securities Trading Revenue on Record Pace
  Bloomberg
• Citadel Securities on Track for Record Trading Revenue This Year
  Bloomberg
• Fed Flags Potential Risks Tied to Office Space, Capital Planning
  Bloomberg
• Leveraged Loan Bankers in Europe Have Busiest Monday Since June
  Bloomberg
• EU Warns US Against Pressuring Ukraine Over Russia on Peace Plan
  Bloomberg
• Global bonds slide after hawkish Bank of Japan comments
  FT
• Bitcoin champion Strategy launches ‘dollar reserve’ amid crypto sell-off
  FT

General

• Stocks fall to kick off December with tech stocks, bitcoin declining: Live updates
  CNBC
• Bitcoin, ethereum fall sharply as crypto sell-off resumes
  CNBC
• Bitcoin Plunges to Below $85,000 in Risk-Off Start to December
  Yahoo/Bloomberg
• Silver Extends Record-Breaking Rally on Tight Global Supplies
  Yahoo/Bloomberg
• Copper Holds Near Record High as Supply Fears Grip Global Market
  Yahoo/Bloomberg
• Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets
  Yahoo/Bloomberg
• Oil Climbs After OPEC+ Reiterates Pause With Focus on Venezuela
  Yahoo/Bloomberg
• Why Cyber Monday could break spending records despite economic uncertainty
  AP
• Here’s why everyone’s talking about a ‘K-shaped’ economy
  AP
• Post-war borders dominated "intense" U.S.-Ukraine talks
  Axios
• BOJ to weigh 'pros and cons' of rate hike in December, governor Ueda says
  Reuters
• China’s factory activity unexpectedly contracts in November, missing estimates, private survey shows
  CNBC
• Famed short seller Jim Chanos sees risks in growing debt market backed by Nvidia’s AI chips: 'There's going to be debt defaults'
  Yahoo Finance
• Hegseth in hot water over boat strike order
  The Hill
• EU tells Trump: You can’t pardon Putin for war crimes in Ukraine
  Politico
• China's military firms struggle as corruption purge bites, report says
  Reuters
• Private Credit ‘Hysteria’ Will Get Very Real Next Year
  Bloomberg
• What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36%
  Bloomberg
• A Historic Housing Disconnect Is Forcing Prices Down
  Bloomberg
• Ukraine Carries Out Record Attacks on Russia Oil Infrastructure
  Bloomberg
• Taiwan Plans First Weapons Purchases for T-Dome to Counter China
  Bloomberg
• Where Do Fed Voters Stand on a December Rate Cut?
  NYT
• Why Bonds Won’t Protect You From an AI Bubble
  NYT
• American Consumers Have Had It With High Car Prices
  WSJ
• Rate Hikes Wouldn’t Put Brakes on Japan’s Economy, BOJ’s Ueda Says
  WSJ
• Yen rises and bonds fall after BoJ governor hints at rate increase
  FT
• How banks fuel the private credit boom
  FT
• Nato considers being ‘more aggressive’ against Russia’s hybrid warfare
  FT
• Trump, Xi, Putin and the strongman race
  FT

Evening

• Stock market today: Dow, S&P 500, Nasdaq futures slide as Wall Street enters final trading month of 2025
  Yahoo Finance
• Bitcoin Plunges to Below $88,000 in Risk-Off Start to December
  Bloomberg
• Silver Hits Fresh Record After Trading Outage, Supply Tightness
  Bloomberg
• Trump Says He Has Made His Choice to Lead the Federal Reserve
  Yahoo/Bloomberg
• The $260 Billion Mom-and-Pop Funds Distorting the Credit Market
  Bloomberg
• BOJ’s Ueda Sends Clear Hint at Chance of December Rate Hike
  Bloomberg
• Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets
  Bloomberg
• Is China Preparing a Ukraine-Style Plan for Taiwan?
  Bloomberg
• China’s Private Data On Home Sales Vanishes After Vanke Turmoil
  Bloomberg
• China Revives Economic Coercion to Punish Japan
  WSJ

Sunday, November 30, 2025

General

• Global week ahead: The start of a Santa Rally or more ‘bah humbug’?
  CNBC
• Young people forgo homeownership to invest in the stock market
  Axios
• The retirement crisis is here
  Axios
• US Options Market Grapples With ‘Concentration Risk’ in Clearing
  Yahoo/Bloomberg
• OPEC+ to Agree on Mechanism for Closely-Watched Capacity Review
  Yahoo/Bloomberg
• China Factory Activity Slumps for Longest Stretch on Record
  Yahoo/Bloomberg
• Black Friday Sales Rise, Signaling US Consumers’ Resilience
  Bloomberg
• To Bond Investors, Some Emerging Markets Look Safer Than the US
  Bloomberg
• NATO Is Preparing to Confront Russia With Limited US Support
  Bloomberg
• Japan’s Finance Minister Says FX Moves Not Based on Fundamentals
  Bloomberg
• ‘The New Price of Eggs.’ The Political Shocks of Data Centers and Electric Bills
  NYT
• Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends
  NYT
• Data Centers Are a ‘Gold Rush’ for Construction Workers
  WSJ
• Is America Heading for a Debt Crisis? Look Abroad for Answers
  WSJ
• China Used to Be a Cash Cow for Western Companies. Now It’s a Test Lab.
  WSJ
• Why Russia and China Are Sitting Out Venezuela’s Clash With Trump
  WSJ
• ‘A full-blown crisis’: Americans brace for a surge in healthcare costs
  FT
• Doge, crypto and the end of the lol era
  FT
• OpenAI’s lead under pressure as rivals start to close the gap
  FT
• China services activity hits three-year low while factory slump persists
  FT

Saturday, November 29, 2025

General

• Wall St Week Ahead: Investors on watch for AI, economic updates as US stocks steady
  Reuters
• U.S. Black Friday online sales hit record $11.8 billion, Adobe reports
  Reuters
• Trump says airspace above and surrounding Venezuela to be closed in its entirety
  CNBC/Reuters
• Charted: Cities with the biggest job growth
  Axios
• China’s Robotics Stocks Face Investor Scrutiny Over Bubble Fears
  Yahoo/Bloomberg
• China's central bank vows crackdown on virtual currency, flags stablecoin concerns
  Reuters
• Black Sea tankers may have been hit by mines, missiles or drones, a Turkish official says
  AP
• US halts all asylum decisions after shooting of National Guard members
  AP
• Kyiv Hammered by Russian Airstrikes as Peace Team Heads to US
  Bloomberg
• Vanke Pledges Entire Stake in Management Unit to State Backer
  Bloomberg
• Japanese Singer’s Show Cut Short in Shanghai Amid China Tensions
  Bloomberg
• A Chicago Data Center Overheated—and Shut Down Trade in Key Markets Across the Globe
  WSJ
• How Trump Administration Aimed Tariff Exemptions at Rising Food Costs
  WSJ
• Big Paychecks Can’t Woo Enough Sailors for America’s Commercial Fleet
  WSJ
• Copper Thieves Are Wreaking Havoc Across America
  WSJ
• California Digs a Deep Budget Hole
  WSJ
• New Peace Push Offers Clues to Fundamental Question: What Does Putin Want?
  WSJ
• Trump says Venezuela airspace to be closed
  FT
• Hizbollah reels as Israeli assassinations test ‘strategic patience’
  FT

Friday, November 28, 2025

General

• Stocks tick higher after CME halt due to data center issue: Live updates
  CNBC
• Central bank body BIS warns of hedge fund leverage in government bond markets
  Reuters
• Crypto hoarding company shares under pressure as risk appetite wanes
  Reuters
• Hassett at the Fed helm could pressure the dollar, investors say
  Reuters
• Banks in talks to lend $38 billion to fund sites for OpenAI, FT reports
  Yahoo/Reuters
• Trump: U.S. will stop alleged Venezuelan drug traffickers on land "very soon"
  Axios
• Trump Demands ‘Reverse Migration’ in Push for Sweeping Crackdown
  Yahoo/Bloomberg
• Trump orders review of green card holders from 19 countries
  Axios
• Authers: Your ETF Is Ruining Capitalism
  Bloomberg
• Japan’s Two-Year Bond Sale Demand Weaker Than 12-Month Average
  Bloomberg
• China’s Markets Rattled as Vanke Revives Property Crisis Fears
  Bloomberg
• China’s Sovereign Bond Traders on Watch for Fallout From Vanke
  Bloomberg
• Trump to ‘Permanently Pause’ Migration From ‘Third World’
  Bloomberg
• Why Taiwan Is At the Center Of the Spat Between China and Japan
  Bloomberg
• Brazil’s Wave of Corporate Meltdowns Share One Commonality
  Bloomberg
• American Customers Are Madder Than Ever
  WSJ
• Canada Economy Rebounds by More Than Expected
  WSJ
• Japan Plans Extra Bond Issuance That May Fuel Fiscal Fears
  WSJ
• The housing crisis is pushing Gen Z into crypto and economic nihilism
  FT
• Indonesia resists US trade deal ‘poison pill’
  FT
• Lessons from the Bank of England’s QE programme
  FT
• India GDP grows faster than expected at 8.2%
  FT
• Is China winning the innovation race?
  FT

Thursday, November 27, 2025

General

• Global Stocks Hold Steady After Four-Day Rally: Markets Wrap
  Yahoo/Bloomberg
• Stocks rise on Fed easing hopes, yen locked in intervention zone
  Reuters
• Black Friday arrives with solid momentum despite tariffs and economic uncertainty
  AP
• Americans are buckling under medical bills. It could get worse.
  Politico
• High Coffee Prices Are Here to Stay for Longer Despite US Tariff Cuts
  Yahoo/Bloomberg
• Putin says it's senseless to sign documents with 'illegitimate' Ukrainian leadership
  Reuters
• Taiwan says it has discussed with US arms purchases for extra defence budget
  Reuters
• China's tech giants move AI model training overseas to access Nvidia chips, FT reports
  Yahoo/Reuters
• China Vanke Dollar Bonds Tumble to Record Lows as Crisis Worsens
  Yahoo/Bloomberg
• China Warns of Bubble Risk in Booming Humanoid Robotics Industry
  Yahoo/Bloomberg
• China Warns of Nuclear Conflict Risks After Trump Orders Testing
  Yahoo/Bloomberg
• Europe thinks the unthinkable: Retaliating against Russia
  Politico
• Bird flu virus could risk pandemic worse than COVID if it mutates, France's Institut Pasteur says
  Reuters
• UK Market Declines Offer Reality Check on Post-Budget Relief
  Bloomberg
• Vanke’s Loan Request Rejected by at Least Two Chinese Banks
  Bloomberg
• Irresistible Deals Put Them in Debt. Now They’re Trying to Manage Their Overspending.
  NYT
• As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
  NYT
• Corporate Dealmaking Is Getting Bigger and Bolder Under Trump
  WSJ
• Where Trump Sees Deals, Russia and China See a Chance to Disrupt U.S. Alliances
  WSJ
• Vanke’s Bid to Delay Bond Payment Sparks Selloff in Chinese Developers
  WSJ
• BOJ Rate Hikes Must Proceed With Caution, Board Member Says
  WSJ
• China’s tech giants take AI model training offshore to tap Nvidia chips
  FT
• Morgan Stanley thinks you should short Oracle
  FT
• The US is deregulating banks. Will the rest of the world follow?
  FT
• China Vanke’s bonds plunge on fears of waning state support
  FT

Evening

• Wall St ends higher on growing bets for December Fed rate cut
  Reuters
• Trump Says He Won’t Invite South Africa to G-20 in Miami
  Yahoo/Bloomberg
• China seeks "alternative world order," U.S. commission warns
  Axios
• Trump told Japan's PM to lower the tone on Taiwan, WSJ reports
  Reuters
• Gold Holds Gains as Traders Weigh Rising US Rate-Cut Prospects
  Bloomberg
• China Property Woes Deepen as Vanke Seeks to Delay Bond Payment
  Bloomberg
• Trump, After Call With China’s Xi, Told Tokyo to Lower the Volume on Taiwan
  WSJ
• Megadeals hit new record as Wall Street’s animal spirits roar back
  FT
• Japan needs to end its dangerous debt delusion
  FT