Daily News Links

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Wednesday, November 19, 2025

Afternoon

• S&P 500 rises as Wall Street awaits Nvidia earnings: Live updates
  CNBC
• U.S. trade deficit drops 24% in August as Trump’s tariffs reduce imports
  AP
• Easing regulations could lead to smaller Fed balance sheet, Miran says
  Yahoo/Reuters
• Fed's Miran calls for exempting Treasuries from bank leverage rule
  Reuters
• Bitcoin Daredevils Leave Market on Edge as Levered Bets Misfire
  Bloomberg
• Market Stress to Divide Private Credit Firms, Fortress Says
  Bloomberg
• What Is Hybrid Warfare? How Is Russia Employing It?
  Bloomberg
• In One of San Francisco’s Priciest ZIPs, Buyers Are Moving Fast and Paying Cash
  WSJ
• Blue Owl calls off merger of private credit funds
  FT

General

• Stocks rise with Nvidia earnings ahead, S&P 500 and Dow try to snap 4-day losing streak: Live updates
  CNBC
• Investors pull record $523 million from BlackRock's flagship bitcoin ETF
  Yahoo/Reuters
• What Fed cut? US repo rates still high as liquidity tightens into year-end
  Reuters
• Mortgage rates hit highest level in a month, pushing loan demand down 5%
  CNBC
• Blue Owl calls off merger of its two private-credit funds after announcement rattles stock, sources say
  CNBC
• AI is about to face an enormous test. The market is already nervous
  CNN
• Nvidia’s $24B AI deal blitz has Wall Street asking questions about ‘murky’ circular investments
  Yahoo Finance
• Tense Japan-China Talks Stoke Concerns Over Economic Fallout
  Yahoo/Bloomberg
• Europe's banks face 'unprecedentedly high' risk of shocks, ECB warns
  Reuters
• High-stakes budget in store for edgy UK markets
  Reuters
• Russian barrage kills 20 in Ukraine city as Zelenskyy holds talks with Turkish leader
  AP
• Bond Dealers Rebuff NY Fed Tool as Strains in Repo Market Build
  Bloomberg
• Hedge Fund Leverage Needs Kid-Glove Handling by Regulators
  Bloomberg
• JPMorgan’s Super-Sized Checks Are Blowing Away All Other Lenders
  Bloomberg
• Japan’s 20-Year Bond Sale Reflects Concerns About Stimulus Plan
  Bloomberg
• BOJ’s Ueda to Meet With Finance, Growth Strategy Ministers
  Bloomberg
• House Prices Crash Across London’s Wealthiest Neighborhoods
  Bloomberg
• The Crypto Trades That Amplified Gains Are Now Turbocharging Losses
  WSJ
• Nvidia Results and Delayed Jobs Data Set Up Critical Test for Wall Street
  WSJ
• Trump Sends Pentagon Officials to Ukraine in Effort to Restart Peace Talks
  WSJ
• Netherlands Hands Back Control of Chip Maker Nexperia to Chinese Owner
  WSJ
• Japan’s borrowing costs at highest in decades on fears of public spending surge
  FT
• Hedge funds’ bets on Argentina pay off after US bailout
  FT

Evening

• Stock futures little changed as S&P 500 notches fourth-straight loss, Nvidia earnings loom: Live updates
  CNBC
• Sharp disagreements over economy threaten Federal Reserve interest rate cut
  AP
• Trump Says He Thinks He Already Knows Choice for Fed Chair
  Yahoo/Bloomberg
• Trump Urges Congress to Block State-Level AI Regulation
  Yahoo/Bloomberg
• Trump attacks ABC News correspondent Mary Bruce in angry response to three sharp questions
  AP
• Scoop: U.S. secretly drafting new plan to end Ukraine war
  Axios

Tuesday, November 18, 2025

Afternoon

• Dow drops 300 points, S&P 500 falls for a fourth day as tech slumps, bitcoin briefly dips below $90,000: Live updates
  CNBC
• Trump calls to revoke ABC’s license over reporter’s Epstein files question
  CNBC
• Blue Owl fund redemption freeze sparks fresh private credit jitters
  Reuters
• US home builder sentiment subdued in November amid labor market worries
  Yahoo/Reuters
• Trump says his administration has started interviews for next Fed chair
  Reuters
• Fed's Barkin looks forward to more clarity on economy as data flow resumes
  Yahoo/Reuters
• Small businesses are hurting — and could be for a while
  Axios
• Ackman Says Now Isn’t Time for US To Sell Fannie, Freddie
  Bloomberg
• Sheinbaum Pushes Back on Trump, Insists US Won’t Strike Mexico
  Bloomberg
• CEO’s Arrest and a Bank Failure Shake Brazil’s Finance Industry
  Bloomberg
• Russia Attacks on EU Are State-Sponsored Terrorism, Top Diplomat Says
  Bloomberg
• We Now Have a Better Picture of China’s Global Lending Spree
  NYT
• AI Data Centers Are Banging on Crypto’s Door
  WSJ
• U.S. Supply Chains Deemed Vulnerable to Chinese Exploitation
  WSJ
• Poland Says Russia Behind Blast on Its Rail Network
  WSJ
• Trump welcomes Saudi crown prince to the White House
  FT

General

• S&P 500 drops for a fourth day as tech shares slump, bitcoin breaks below $90,000: Live updates
  CNBC
• Japan Bond Rout Deepens on Fears Over Takaichi’s Fiscal Package
  Yahoo/Bloomberg
• Crypto Plunge Adds to Angst as Markets Extend Broad Retreat
  Yahoo/Bloomberg
• Bitcoin briefly falls below $90,000 to lowest since April as cryptocurrency gives up 2025 gain
  CNBC
• Morning Bid: Fear and caution grip markets
  Reuters
• ‘Sell Japan’ Trade Emerges as Fiscal Worry, China Tensions Weigh
  Bloomberg
• Bitcoin drops below $90,000 in sign of souring mood
  Yahoo/Reuters
• Bubble or breakout? Nvidia earnings put AI boom under the microscope
  Yahoo/Reuters
• No company is immune if AI bubble bursts, Google CEO Sundar Pichai says
  Yahoo/Reuters
• As data flow revives, Fed still faces a deep policy divide
  Reuters
• Higher Tariffs Take Toll on Global Growth, and Impact Is Set to Linger
  Yahoo/WSJ
• US has warned others to avoid loans from Chinese state banks. But it’s the biggest recipient of all
  AP
• Klarna Revenue Surges as Longer-Term Loan Book More Than Doubles
  Yahoo/Bloomberg
• BOJ chief to hold first bilateral meeting with PM Takaichi
  Yahoo/Reuters
• Japan warns citizens in China about safety as diplomatic crisis deepens
  Reuters
• Japan’s Bond Rout Deepens as Fears Grow Over Takaichi’s Package
  Bloomberg
• Takaichi Faces Pressure Before Ueda Meeting as Yen, Bonds Slide
  Bloomberg
• US Companies Shed 2,500 Jobs as October Drew to a Close
  Bloomberg
• China’s Grip on American Medicine Cabinets Grows More Entrenched
  Bloomberg
• Ueda Signals BOJ Remains on Rate Hike Path After PM Meet
  Bloomberg
• China Accuses Takaichi of Reviving Japan’s ‘Militarist Demons’
  Bloomberg
• Russia’s Oil Flows and Prices Deepen Slide in Hit to War Funding
  Bloomberg
• The Fed Is Cutting Bank Oversight. Critics See Risks.
  NYT
• High Hamburger Prices? White House Blames Biden and Migrants.
  NYT
• The ‘JPMorgan Boys’ Behind the U.S. Bailout for Argentina
  WSJ
• Crypto market sheds $1.2tn as traders shun speculative assets
  FT
• Oracle’s astonishing $300bn OpenAI deal is now valued at minus $60bn
  FT
• Fund managers warn AI investment boom has gone too far
  FT
• The growing problem with China’s unreliable numbers
  FT

Evening

• Stock futures little changed after tech slump weighs on markets: Live updates
  CNBC
• Nvidia, bitcoin and other falling stars drag the US stock market lower
  AP
• Trump promises $2,000 tariff checks by mid-2026
  Axios
• Fed's Waller says weak job market justifies rate cut in December
  Yahoo/Reuters
• Fed’s Cook Contests ‘Baseless’ Mortgage Fraud Claims to DOJ
  Yahoo/Bloomberg
• Blue Owl Plunges to 2023 Low After Blocking Exit From Fund
  Bloomberg
• First Brands Demise Forces Lending Firm Raistone to Seek Rescue
  Bloomberg
• ‘Ugly’ Technicals Put the US Stock Rally at Risk of Correction
  Bloomberg
• China Raised Gold Reserves by 15 Tons in September, Goldman Says
  Bloomberg
• China’s Return to Wolf Warrior Rhetoric Is a Mistake
  Bloomberg
• Hong Kong Property Concerns Deepen Among Bankers and Regulators
  Bloomberg
• Market Rout Intensifies, Sweeping Up Everything From Tech to Crypto to Gold
  WSJ
• Why Ford Can’t Find Mechanics
  WSJ
• Why China Is Picking a Fight With Japan
  WSJ

Monday, November 17, 2025

Afternoon

• Stocks waver to start the week; Alphabet rises on Berkshire stake: Live updates
  CNBC
• CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky
  Yahoo/Bloomberg
• Crypto’s Riskiest Tokens Plummet to Pandemic-Era Levels
  Yahoo/Bloomberg
• US construction spending rebounds in August
  Yahoo/Reuters
• More than half of US homes lost value in the past year
  Yahoo Finance
• Nearly a quarter of households live paycheck to paycheck, report finds
  CBS
• Japan’s Takaichi Has Few Options to End China’s Retaliation
  Yahoo/Bloomberg
• Fed’s Jefferson Says Fed Should ‘Proceed Slowly’ With Any Further Easing
  WSJ
• Rajan: The Fed’s delicate balancing act over liquidity
  FT
• US probes firms that borrowed $400mn from private credit giant HPS
  FT

General

• Stocks are little changed to start week as traders brace for Nvidia earnings, jobs data: Live updates
  CNBC
• Bitcoin Humbles Wall Street Faithful After $600 Billion Fall
  Yahoo/Bloomberg
• Retail investors show less conviction in buying US stock market dips
  Reuters
• Jerome Powell’s era of consensus at the Fed is over
  CNN
• Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
  Yahoo/Bloomberg
• Alibaba is helping Chinese military target the U.S., White House memo claims: FT
  CNBC
• China slow-walks U.S. soybean purchases as stockpiles hit multi-year highs, undermining Trump’s trade deal claims
  CNBC
• China lodges representations with US over Taiwan arms sale
  Reuters
• Japan's economy contracts for first time in six quarters
  Yahoo/Reuters
• China Pulls Back Government Spending by Most in Over Four Years
  Yahoo/Bloomberg
• In a first, Taiwan to distribute security handbook to all households as China threat rises
  Reuters
• Poland faced one confirmed, one highly probable railway sabotage act
  Reuters
• The Job Market Is Heating Up — for Jobs That People Usually Don't Want
  Bloomberg
• CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky
  Bloomberg
• China Escalates Japan Spat With Threats of Economic Reprisal
  Bloomberg
• Japan’s Takaichi Has Few Good Options to End China’s Retaliation
  Bloomberg
• Japan Calls China’s Travel Warning Unacceptable as Spat Simmers
  Bloomberg
• Japan’s Falling GDP Backs Takaichi’s Case for Big Fiscal Package
  Bloomberg
• Goldman Sees Higher Japan Bond Premium as Fiscal Worries Return
  Bloomberg
• The Crypto Industry’s $28 Billion in ‘Dirty Money’
  NYT
• Hydropower Is Getting Less Reliable as the World Needs More Energy
  NYT
• Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy
  WSJ
• White House Hunts for Ways to Lower the Cost of Living
  WSJ
• Threats to Eurozone Financial Stability ‘Remain Elevated,’ Says ECB’s De Guindos
  WSJ
• Private credit pushing reinsurers into riskier business, industry warns
  FT
• Number of new foreign students in US falls by 17% over visa worries
  FT
• Japan’s economy shrinks as US tariffs weigh on exports
  FT
• Japan dispatches envoy to China as tensions soar
  FT

Evening

• Stock futures are little changed to start the week: Live updates
  CNBC
• Bitcoin Erases Year’s Gain as Crypto Bear Market Deepens
  Yahoo/Bloomberg
• Bond Traders Eye Make-or-Break Data to Chart the Fed’s Next Move
  Yahoo/Bloomberg
• Japan’s economy contracts as exports get hit by US tariffs
  AP
• The age of AI-powered cyberattacks is here
  Axios
• New Nuclear Arms Race Pits U.S. Against Both Russia and China
  WSJ

Sunday, November 16, 2025

General

• Nvidia, Walmart earnings, and the return of jobs numbers: What to watch this week
  Yahoo Finance
• As Fed hawks press their case, traders bet against December cut
  Reuters
• Crowded Emerging-Market Trades Draw Warnings From Money Managers
  Yahoo/Bloomberg
• Key Fed official was under investigation over stock trades, filing shows
  Axios
• Crypto price plunge: What Eric Trump, Michael Saylor, and others are saying
  Yahoo Finance
• Finland’s president urges Europe to hold its nerve as he warns no ceasefire likely soon in Ukraine
  AP
• AI Debt Explosion Has Traders Searching for Cover: Credit Weekly
  Bloomberg
• Popular Zero-Day Options Strategies Keep a Lid on Stock Rallies
  Bloomberg
• China Warns Its Students in Japan of Risks as Tensions Rise
  Bloomberg
• They Rushed to Buy Homes During the Pandemic. Now, Some Feel Trapped.
  NYT
• AI Is Making Big Tech Weaker
  WSJ
• White House Hunts for Ways to Lower the Cost of Living
  WSJ
• A New Rare-Earths Plant in Europe Shows How Tough Breaking China’s Grip Will Be
  WSJ
• He’s Called ‘Little Trump,’ and His Tactics Are Rankling White House Top Brass
  WSJ
• U.S. Boat Strikes Are Straining the Counterdrug Alliance
  WSJ
• Trump trade negotiator hits out at EU delays in cutting tariffs and rules
  FT
• China sends coastguard to disputed islands as row with Japan escalates
  FT

Saturday, November 15, 2025

General

• Trump, like Biden before him, finds there’s no quick fix on inflation
  AP
• New York Fed met with banks over key lending facility, FT reports
  Yahoo/Reuters
• Fed reshuffling is coming, but 2026 still looks divided
  Yahoo Finance
• The government shutdown is over. The air traffic controller shortage is not
  CNBC
• 3 roadblocks for the Senate's last-ditch health care negotiations
  Axios
• US hedge funds trim stakes in 'Magnificent Seven' stocks in third quarter
  Reuters
• Future data centers are driving up forecasts for energy demand. States want proof they’ll get built
  AP
• White House Memo Claims Alibaba Has China Military Ties, FT Says
  Yahoo/Bloomberg
• Japan protests China’s travel advisory over Taiwan remarks
  AP
• Japan Plans Bigger Extra Budget This Fiscal Year: Media Reports
  Bloomberg
• China’s AI Bets Pivot to Power, Metals as Tech Bubble Fears Grow
  Bloomberg
• ‘Buy the Dip’ Investors Save Stocks From a Brutal Week
  WSJ
• Here’s How Much Coffee, Beef and Banana Prices Have Gone Up
  WSJ
• Iran Seizes Fuel Tanker in Middle East Waterway
  WSJ
• New York Fed convened meeting with Wall Street firms over key lending facility
  FT
• US economic outlook obscured by shutdown-triggered data gap
  FT
• If private credit breaks, insurers will fall under the microscope
  FT
• The soaring price of a steak
  FT
• White House memo claims Alibaba is helping Chinese military target US
  FT

Friday, November 14, 2025

General

• Stocks drop as tech shares get hit hard again: Live updates
  CNBC
• Bitcoin slides to six-month low as risk off tone grips markets
  Yahoo/Reuters
• Bitcoin’s Bear Market Deepens as ETF Investors Yank $870 Million
  Yahoo/Bloomberg
• World shares skid, following Wall Street’s retreat fueled by worries over AI and interest rates
  AP
• Oil rises 2% after Ukrainian attack damages Russian oil depot
  Reuters
• Burry’s Depreciation Gripe Shines Spotlight on Big Tech Profits
  Yahoo/Bloomberg
• Top Fannie Mae officials ousted after sounding alarm on sharing confidential housing data
  AP
• China's economy jolted by weakest factory output, retail sales growth in over a year
  Reuters
• China economic gloom mounts as housing slump intensifies and investment slides
  CNBC
• Ukrainian attack halts oil exports from Russia's Novo, affecting 2% of global supply, sources say
  Reuters
• Russian drone and missile attack on Kyiv kills 6 people and injures at least 35
  AP
• China and US Yet to Agree Rare-Earth Deal Weeks After Talks
  Bloomberg
• China’s Economy Falters With Growth Hurt by Investment Slump
  Bloomberg
• China’s Investment Crash Puzzles Economists and Threatens Growth
  Bloomberg
• China Home-Price Slump Deepens as Stimulus Fails to Halt Slide
  Bloomberg
• China’s Ex-Finance Chief Warns Property Bust to Worsen Deflation
  Bloomberg
• China Property Loans of $1 Billion Risk Default in Latest Scare
  Bloomberg
• Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices
  NYT
• When AI Hype Meets AI Reality: A Reckoning in 6 Charts
  WSJ
• Why Every Company Suddenly Wants to Become a Bank
  WSJ
• Companies Predict 2026 Will Be the Worst College Grad Job Market in Five Years
  WSJ
• As First Brands Headed for Failure, Its Founder Spent Big in Europe
  WSJ
• Starmer and Reeves drop proposal to increase income tax rates in Budget
  FT
• China’s secretive gold purchases help fuel record rally
  FT
• China house prices decline by most in a year
  FT

Thursday, November 13, 2025

Evening

• Wall Street drops to one of its worst days since April on worries about AI stocks and interest rates
  AP
• Stocks notch worst day in over a month as tech sell-off intensifies
  CNBC
• US aircraft carrier nears Venezuela in flex of American military power
  AP
• Eric Trump says the future of finance is crypto
  Yahoo Finance
• US Initial Jobless Claims Eased Last Week, State Data Suggest
  Bloomberg
• Risk Aversion Sinks Market High Flyers as Fed Rate-Cut Hopes Dim
  Bloomberg
• Fed Doubts Grow Over December Rate Cut With Kashkari on Fence
  Bloomberg
• US Convertible Bonds Top Covid Record With $109 Billion Haul
  Bloomberg
• US military to ‘intensify exercises’ in Trinidad and Tobago
  FT

Afternoon

• Wall Street sell-off worsens, Dow falls more than 600 points: Live updates
  CNBC
• Worries about AI stocks and interest rates send Wall Street toward one of its worst days since April
  AP
• Wall Street cools on Oracle’s buildout plans as debt concerns mount: ‘AI sentiment is waning’
  CNBC
• Data blackout contributes to murky Fed policy outlook
  Axios
• New foreclosures jump 20% in October, a sign of more distress in the housing market
  CNBC
• Fed’s Hammack Says Interest Rates Should Still Weigh on Economy
  Bloomberg
• Fed’s Musalem Says Central Bank Must Lean Against Inflation
  Bloomberg
• US Colleges See Fewer Foreign Applicants as India Fuels Decline
  Bloomberg
• The California Campaign to Introduce a First-of-Its-Kind Billionaire’s Tax
  WSJ

General

• Stocks fall after Dow rallies to record high: Live updates
  CNBC
• Morning Bid: Fed cut now a coin toss
  Reuters
• Regional Fed banks could be next front in Trump's pressure campaign
  Reuters
• Big Tech’s Climate Strategists Feeling Strain of AI Power Needs
  Yahoo/Bloomberg
• Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses
  Yahoo/WSJ
• GOP’s Shutdown Win May Backfire Over Soaring Health-Care Costs
  Yahoo/Bloomberg
• Japan's wholesale prices rise more than expected on sticky food inflation
  Reuters
• Funding Market Strains Spur Wall Street Calls for More Action From Fed
  Bloomberg
• Japan 5-Year Bond Sale Lowest Price in Line With Market Forecast
  Bloomberg
• Japan’s Slumping Currency Intensifies Debate Over Intervention
  Bloomberg
• China Sees Worst Credit Growth in a Year as Demand Dries Up
  Bloomberg
• Brazil’s Boom in Risky Bank Bonds Is Worrying Money Managers
  Bloomberg
• How Private Equity’s Vision for a Roofing Conglomerate Went Bust
  NYT
• The Secret Meeting That Ended the Shutdown
  WSJ
• Builders’ Cheap Mortgages Are a Bad Deal for Home Buyers
  WSJ
• White House signals it will cut tariffs to help ease high food prices
  FT
• ‘Phantom’ data centres muddy forecasts for US power needs
  Ft
• Wall Street CEOs flock to White House dinner with Donald Trump
  FT
• How populism became popular
  FT